Gary Wagner: The ‘Black Swan’ That Could Reignite Inflation, Force Fed To Change Course

The David Lin Report, Released on 2/21/24 (Recorded on 1/20/24) Gary Wagner, Editor of TheGoldForecast.com, discusses the latest inflation report, as well as when the Federal Reserve is likely to begin cutting the Fed Funds rate. 0:00 – Intro 1:00 – Rate cut probability 3:20 – Inflation expectations 7:50 – Fed monetary policy 8:45 – […]

Chris Whalen, Peter Boockvar and Yra Harris on Markets, Financial and Banking Risks and Trends

Chris Whalen, Peter Boockvar and Yra Harris on Markets, Financial and Banking Risks and Trends

Financial Repression Authority, Released on 2/16/24 Richard Christopher Whalen is an investment banker and author who lives in New York City. He is Chairman of Whalen Global Advisors LLC and focuses on the financial services, mortgage finance and technology sectors. Yra Harris is a trader with over 32 years of experience in all areas of […]

Danielle DiMartino Booth & Jim Bianco: Recession vs “No Landing,” Rate Cuts, and Bitcoin vs. ETFs

Natalie Brunell, Released on 2/15/24 00:00 Inflation vs. “truflation” 2:03 CPI, sticky inflation about 3-4% 3:05 Are wages keeping up with inflation? 4:53 Unemployment and jobs numbers 10:23 Bitdeer Technologies Group promo 11:24 Bank Term Funding Program, CRE 16:19 Regional banks 18:12 Recession vs. “no landing” 23:17 GDP vs. GDI 26:24 Fed spending to the […]

Jim Rickards: Global Chaos Ahead. Buckle Up

Hedgeye, Released on 2/15/24 Bestselling author and iconoclastic macro strategist Jim Rickards is back by popular demand for another Real Conversation webcast with Keith McCullough. Jim Rickards is a lawyer, investment banker and economist with over thirty years’ experience in capital markets. He is currently Chief Global Strategist at Meraglim. He advises the Department of […]

Jesse Felder: Is the Most Hated Sector Finally Getting Some Love?

Jesse Felder: Is the Most Hated Sector Finally Getting Some Love?

Real Vision, Released on 2/15/24 Jesse Fleder, founder of Felder Investment Research, joins Maggie Lake to discuss the recent market moves, the potential trouble facing commercial real estate, and why Nvidia’s earnings next week will have major impacts on the broader market. Jesse Felder began his professional career at Bear, Stearns & Co. and later […]

Danielle DiMartino Booth: Should We Trust Economic Data?

Danielle DiMartino Booth: Should We Trust Economic Data?

Investing Experts Podcast, Released on 2/14/24 Danielle DiMartino Booth on why Fed Chairman Jay Powell wants to keep rates high (1:15). Should we trust the CPI and other economic data coming out? (3:30) Stubbornness of the yield curve inversion (14:20) Real earnings running negative more important than headline retail sales. (17:15) Danielle DiMartino Booth is […]