The Julia La Roche Show, Released on 8/15/24 00:00 Introduction and welcome Ted Oakley 1:31 Macro picture, a slow disintegration 3:06 Federal Reserve 5:30 State of the Middle Class 7:00 A September rate cut? 08:32 Conversations with clients about the economy 11:31 The average person’s exposure to stocks is too high, building balanced portfolios 15:30 […]
Metals and Miners, Released on 8/15/24 (Recorded on 8/9/24) For Part 2 of this interview, CLICK HERE In this interview, Ferg delivers a no-holds-barred analysis of the global economic landscape. As market volatility resurfaces, he dissects the underlying factors driving the recent turmoil and warns of the potential consequences of excessive government spending . With […]
Financial Repression Authority, Released on 8/12/24 Bill Fleckenstein is the President of Fleckenstein Capital and writes a popular column ‘Contrarian Chronicles’ for MSN Money as well as the daily Market Rap column for his website: Fleckenstein Capital. Bill has appeared at one time or another in virtually all financial media including Bloomberg, CNBC, The New […]
Financial Repression Authority, Released on 8/9/24 Charles Hugh Smith writes the Of Two Minds blog which covers an eclectic range of timely topics: finance, housing, Asia, energy, long-term trends, social issues, health/diet/fitness and sustainability. From its humble beginnings in May 2005, Of Two Minds now attracts some 200,000 visits a month. Charles also contributes to […]
Sachs Realty, Released on 8/10/24 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 Sheff’s […]
The Money Levels Show, Released on 8/9/24 In this interview w/ Peter Boockvar we cover his outlook on the stock market and the economy. We cover assets such as gold, oil, real estate, home builders, and much more. Peter Boockvar is the Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report […]
The Market Sniper, Released on 8/8/24 David B. Collum is an economic commentator, chemist, Betty R. Miller Professor of Chemistry and Chemical Biology at Cornell University. He holds a PhD, Columbia University, MS, Columbia University, MA, Columbia University and BS, Cornell University.
Blockworks Macro, Released on 8/8/24 (Recorded on 8/2/24) This interview was recorded on Friday, August 2, during Friday’s sell-off but before the vicious sell-off on Monday. he did talk about the potential for an unwind of the yen carry trade before the crash in Japanese equities and the yen carry trade was widely blamed for […]
