Jeffrey Gundlach’s Macro and Market Update

DoubleLine Capital, Released on 3/14/24 (Recorded on 3/12/24) In his webcast titled “Cave People” in reference to the philosopher Plato’s “Allegory of the Cave,” DoubleLine CEO Jeffrey Gundlach on March 12, 2023, briefly reprises his outlook on the federal debt spiral before reviewing other macroeconomic and market topics, including recessionary “storm clouds.” Notably, while the […]

Peter Schiff: Resurgent Inflation Will Surprise Investors and Rattle Markets

Peter Schiff: Resurgent Inflation Will Surprise Investors and Rattle Markets

Peter Schiff – YouTube, Released on 3/13/24 Peter Schiff is an internationally recognized economist specializing in the foreign equity, currency and gold markets. Mr. Schiff made his name as President and Chief Global Strategist of Euro Pacific Capital. He frequently delivers lectures at major economic and investment conferences, and is quoted often in the print […]

Peter Boockvar: Recession or Boom?

Peter Boockvar: Recession or Boom?

Wealthion, Released on 3/6/24 In this riveting episode, Andrew Brill sits down with Peter Boockvar, the Chief Investment Officer at Bleakley Financial Group, to dissect the current economic landscape. Despite surface-level prosperity, Boockvar unveils the mixed signals from consumer spending, the housing market’s slowdown, and the real impact of inflation on investment strategies. Join us […]

What’s Next? An Intelligent Conversation About Markets & Economy w/ Steve Hanke

Hedgeye, Released on 3/5/24 Johns Hopkins Economics professor Steve Hanke joins Hedgeye CEO Keith McCullough live on Tuesday, March 5th at 11:00am ET. Their conversation will cover a lot of ground with an emphasis on Fed monetary policy, inflation, whether a recession is still in the cards, and probable outcomes for the U.S. economy and […]

David Rosenberg, Peter Boockvar and Yra Harris on Economy, Financial Markets and Investment Ideas

David Rosenberg, Peter Boockvar and Yra Harris on Economy, Financial Markets and Investment Ideas

Financial Repression Authority, Released on 2/29/24 David Rosenberg is the chief economist & strategist of Rosenberg Research & Associates, an economic consulting firm he established in January 2020. He received both a Bachelor of Arts and Masters of Arts degree in economics from the University of Toronto. Prior to starting his firm, he was Gluskin […]

Luke Gromen: Rising global concern on US debt/GDP – can there be enough UST demand at higher rates?

Luke Gromen: Rising global concern on US debt/GDP – can there be enough UST demand at higher rates?

Luke Gromen – YouTube, Released on 2/22/24 Luke Gromen is a graduate of the University of Cincinnati and received his MBA from Case Western Reserve University. He earned the CFA designation in 2003. Luke provides strategic consulting services for corporate executives and is the founder of The Forest For The Trees, LLC, a macro/thematic research firm […]