The Lead-Lag Report, Released on 10/21/24 *This interview was recorded on October 21, 2024 David Stockman is a former Republican congressman from Michigan and was President Reagan’s budget director from 1981 to 1985. After leaving the White House, Stockman became a managing director at Salomon Brothers, and he later founded a private equity fund. David […]
DoubleLine Capital, Released on 10/29/24 (Recorded on 10/22/24) In a conversation at the Buffalo AKG Art Museum with Drew Watson, Art Services Specialist at U.S. Trust, Bank of America, DoubleLine CEO Jeffrey Gundlach discusses his near-term outlook for Federal Reserve monetary policy, the prospects for sub-3% inflation into next year, a secular change in interest-rate […]
Natalie Brunell, Released on 10/29/24 00:00 Fed cuts rates 3:18 Higher taxes vs. government debt 6:57 Bitdeer Technologies Group 7:53 Fiscal multipliers 13:03 Currency debasement is intentional 15:34 Public sector spending 18:12 Who’s responsible? 20:35 Casa, Speed Wallet 21:29 Coinkite, The Bitcoin Way 22:14 Unfunded liabilities 25:14 Inflation 28:19 Purchasing power 31:02 Daniel Lacalle on […]
The Julia La Roche Show, Released on 10/29/24 Grant Williams, author of “Things That Make You Go Hmmm…” and host of The Grant Williams podcast, joins Julia La Roche on episode 206 for a wide-ranging conversation on macro. 01:07 Overview of current market confusion and multiple risks 03:33 Discussion of monetary policy and debt challenges […]
Rebel Capitalist, Released on 10/28/24 George Edward Gammon is an American real estate investor and entrepreneur. He produces and stars in a popular YouTube Channel. Prior to 2012, George started, owned, and operated multiple businesses ranging from conventions to advertising. The last growing to 24 million in annual revenues and over 100 employees. After 12 […]
Peter Schiff – YouTube, Released on 10/25/24 00:00 Introduction and Opening Remarks 01:35 Upcoming New Orleans Investment Conference 04:03 Gold and Silver Market Analysis 06:11 Newmont Mining Earnings Report 13:56 Investment Opportunities in Gold Stocks 20:28 US Treasury Yields and Janet Yellen’s Remarks 26:04 Trump’s Tax Proposals and Historical Context 29:04 The Evolution of Payroll […]
The Julia La Roche Show, Released on 10/25/24 Jim Bianco, president of Bianco Research, returns to The Julia La Roche Show for episode 205 to discuss the macro view, why the market is signaling the Fed’s rate cut was a mistake, the dynamics of the labor market, and the presidential election. 00:00 Intro and welcome […]
MiningStockEducation.com, Released on 10/24/24 “Oil looks even more attractive than gold right now” says portfolio manager Tavi Costa of Crescat Capital. Tavi Costa shares that even though he expects gold over $2900/oz and silver touching over $40/oz before year-end 2024, he is even more bullish oil and possibly other non-precious metals. A year from now, […]
