Bannons War Room, Released on 10/11/24 My latest interview on Steve Bannon’s War Room. We cover the employment report, inflation and the Fed. The economy is weaker than some data implies. There’s much less there than meets the eye in recent reports. Jim Rickards is a lawyer, investment banker and economist with over thirty years’ […]
The Julia La Roche Show, Released on 8/27/24 0:00 Welcome Dr. Lacy Hunt 1:16 Macro picture 3:37 Downward revision in non-farm payrolls is significant 5:45 The 818,000 error is actually 915,000, according to Dr. Hunt’s model 9:00 The economy is deteriorating 15:24 Net national saving shows we have a problem 21:40 The seriousness of negative […]
Bannons War Room, Released on 8/23/24 My interview today with Peter Navarro on Steve Bannon’s War Room. We do a deep dive on the 800,000 jobs that disappeared under Labor Dept. revisions. Fake news from the White House and fake jobs for the economy. Jim Rickards is a lawyer, investment banker and economist with over […]
Fox Business, Released on 8/20/24 Oxbow Managing Partner Ted Oakley was a guest on Mornings With Maria on FOX Business to discuss his thoughts on why earnings and jobs numbers are weaker and where Oxbow is focusing in the current market. Ted Oakley, the founder of Oxbow Advisors and co-founder of its predecessor firm, HPO […]
Adam Taggart | Thoughtful Money, Released on 8/8/24 The Sahm Rule, a widely-monitored recession indicator, triggered on Friday. Some analysts are arguing that it’s too early to worry about a slowdown, that the economy is too strong currently. Others warn the US may already BE in recession. So, which is it? For answers, we’re fortunate […]
Market Ticker, Released on 8/3/24 Karl Denninger is an American technology businessman, finance blogger, and political activist, sometimes referred to as a founding member of the Tea Party movement. His website is The Market Ticker.
Rebel Capitalist, Released on 8/2/24 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 […]
Eurodollar University, Released on 8/1/24 A whole bunch of bad data, much of it focused on deterioration in the US labor market (pre-July payrolls). That unleashed huge swings in rates markets and forward rates. One reason for all this is the historical pattern is perfectly clear. What we’re seeing right now happens EVERY TIME. No […]
