Adam Taggart | Thoughtful Money, Released on 4/25/24 With the market now expecting less than 2 rate cuts this year — perhaps none at all until next year according to Bank of America — what does that mean for the economy? Can it handle “higher for even longer” interest rates without slowing markedly? Or, even […]
The Julia La Roche Show, Released on 4/25/24 Investment banker and author Chris Whalen, chairman of Whalen Global Advisors, who is also the author of The Institutional Risk Analyst, returns to The Julia La Roche Show to discuss the big picture of the economy and markets. He highlights the dichotomy between the consumer side, which […]
Soar Financially, Released on 4/23/24 (Recorded on 4/19/24) Brilliant economist, Jim Bianco of Bianco Research, joins me to talk about the economy’s strength, potential recession triggers, and the puzzling behavior of gold prices. A discussion that could have gone on for a couple of more hours, excellent insights! 00:00:00 – Intro 00:01:49 – Federal Reserve […]
Bloor Street Capital, Released on 4/21/24 Danielle shares her thoughts on her favorite football team, the Fed, the U.S economy, and her next book. Danielle DiMartino Booth is Founder & CEO of QI Research, a research and analytics firm. She spent nine years as an advisor to Richard W. Fisher at the Federal Reserve Bank of […]
The David Lin Report, Released on 4/17/24 (Recorded on 4/16/24) Danielle DiMartino Booth, CEO of QI Research, discusses the state of the labor market in the U.S., inflation, and the Fed’s next likely move in response to current macroeconomic forces. 0:00 – Intro 1:45 – Layoffs recap 9:50 – Recession and retail sales 12:40 – […]
Natural Resource Stocks, Released on 4/16/24 In this interview, Jim Rogers shares his insights on the possibility of a recession due to historical financial trends and bubbles, expressing skepticism towards claims of problem resolution by authorities. He highlights the unusually long period since the last major economic issue in 2009, suggesting caution in the near […]
Blockworks Macro, Released on 4/11/24 For Part 1 of this interview, CLICK HERE This is part 2/2 of our conversation with Lyn Alden & Luke Gromen. In this episode we deep dive into the path forward for inflation, the U.S Dollar, bonds & what is fueling the gold & Bitcoin bull market. 00:00 Inflation 04:42 […]
Eurodollar University, Released on 4/8/24 What if gold and oil are actually trading on the same outcome? Despite popular misconceptions, a non-economic oil shock like the one we’re currently experiencing is NOT inflationary. On the contrary, history shows it will almost certainly be disinflationary because of the negative impact it has on the economy. And […]
