Tavi Costa – X, Released on 12/6/24 So much capital has been concentrated in US equities that very few investors believe the pendulum will ever swing back toward the rest of the world. But history shows that market leadership evolves over time, and betting against that pattern would be unwise in my view. pic.twitter.com/PPZzCnmksz — […]
Wall St. For Main St., Released on 12/6/24 During this 40+ minute interview, Jason asks Jesse Felder about FOMO from retail investors chasing meme stocks, Mag 7 and Bitcoin along with flight capital coming into US stocks from other countries like the EU and China. Jesse talks about how US stock market indexes are at […]
WTFinance, Released on 12/6/24 (Recorded on 12/4/24) On this episode of the WTFinance podcast I had the pleasure of welcoming back David Hunter. David is a a contrarian macro strategist with 49 years of experience on Wall Street. During our conversation we spoke about David’s call of the S&P500 reaching 6000 during the lows, how […]
TedSpeaks, Released on 12/5/24 Bill Holter is currently a writer for Miles Franklin and Jim Sinclair’s Mineset where he posts weekly commentaries on gold and financial markets. Prior to joining Miles Franklin in 2012, Bill Holter Worked as a retail stockbroker for 23 years, including 12 years as a branch manager at A.G. Edwards. Later, […]
Palisades Gold Radio, Released on 12/5/24 0:00 – Introduction 0:38 – Inflation Metrics 2:25 – Equity Valuations? 9:00 – Capital Concentration 12:08 – Excessive Liquidity 16:19 – Bond Markets & Deficits 22:16 – Cutbacks & Obligations 24:24 – Trump & Lower Dollar 31:10 – Inflation & Fed Q.E. 34:28 – Next Rate Print? 36:30 – […]
Tavi Costa – X, Released on 12/3/24 Silver miners. One of the most bullish charts right now in my view. pic.twitter.com/u2kujDxxgg — Otavio (Tavi) Costa (@TaviCosta) December 4, 2024 Tavi Costa is a partner and portfolio manager at Crescat Capital and has been with the firm since 2013. He built Crescat’s macro model that identifies […]
Soar Financially, Released on Released on 12/5/24 In today’s interview, we sit down with Dr. Marc Faber, author of the Gloom, Boom & Doom Report. We dive into economic trends, geopolitics, the role of central banks, and the future of global investments. You’ll gain insights on Europe’s economic outlook, BRICS’ influence, and the case for […]
Adam Taggart | Thoughtful Money, Released on 12/5/24 Stocks are on track to end 2024 on a high note. The S&P is up roughly 27% so far, hitting new record highs all throughout the year. Will the party continue into the New Year? Or will 2025 be a less enjoyable one for investors? To find […]
