Commodity Culture, Released on 4/5/24 Dave Collum thinks massive overvaluation in the broad market means we need a massive correction just to reach fair value, and he sees the inevitable reversion to the mean resulting in a catastrophic bear market that could last for decades. Dave discusses the main drivers he sees behind an inevitable […]
Hidden Forces Podcast, Released on 4/1/24 In the first hour, Lacy Hunt shares his broad assessment of how the global economy is doing and the monetary and cyclical economic indicators he relies on to make that assessment. He and Demetri discuss the increased role of the US Treasury as an economic policy actor in the […]
Adam Taggart | Thoughtful Money, Released on 3/31/24 When I interviewed today’s guest expert back in August of 2021, when inflation was 5%, he made the bold prediction that the CPI would eventually hit 9%, a prediction that seemed unthinkable at the time — but it indeed proved true less than a year later. He […]
Eurodollar University, Released on 3/28/24 We keep getting more and more recession confirmation. Soft data comes in ugly and is easily corroborated by hard estimates from a variety of sources. The only part missing is the layoffs. Where are they? Part of the answer comes from hoarding, though the more important piece is not what […]
Natural Resource Stocks, Released on 3/29/24 Michael Pento shares his expertise on the current economic cycle, emphasizing the tug of war between inflation and deflation. He critiques the mainstream narrative of sustained inflation, arguing that we are actually in a deflationary cycle, poised for a potential liquidity crisis and recession. Michael delves into the definitions […]
Viewpoint This Sunday – America Out Loud, Released on 3/26/24 *The interview begins at 3:20 Harry Dent is a Fortune 100 consultant, new venture investor, noted speaker, bestselling author, and the founder of HarryDent.com, where he dedicates himself to identifying and studying demographic, technological, and geopolitical trends. Harry received his MBA from Harvard Business School, […]
WTFinance, Released on 3/22/24 (Released on 3/19/24) On this episode of the WTFinance podcast I had the pleasure of welcoming back David Rosenberg. David is the Founder & President of Rosenberg Research & associates. During our conversation we spoke about why the recession is still on horizon despite market strength, whether we’re in a new […]
We Study Billionaires Podcast, Released on 3/22/24 (Recorded on 3/15/24) We Study Billionaires Podcast: Clay interviews me, Richard Duncan to discuss current market conditions, whether we’ll see a recession in 2024, the potential for interest rate cuts, and more. 00:00:00 – Introduction 00:00:51 – How our economy is structured 00:09:19 – Why the economy requires […]
