Goldseek, Released on 11/28/22 Head of Merk Investment, Axel Merk returns with says when it comes to financial markets and economic activity, “reality is stranger than fiction.” The pace of Fed rate hikes could pause after two more hikes, first .50. Even if Fed policymakers “pivot”, lowering rates, it may not be sustainable – rates […]
Chartwell Capital Limited Hong Kong, Released on 11/2/22 The recent market rout due to rising interest rates, high inflation, and geopolitical tensions is worrying investors that the global economy is collapsing, and stagflation is returning. Is this a 1970s market déjà vu all over again? From the few fund managers who had navigated through the […]
Wealthion, Released on 10/27/22 For Part 2 of this interview, CLICK HERE In the wake of the 2008 Global Financial Crisis, central banks drove interest rates down to unprecedented lows and kept them there for the better part of a decade. The world economy then became addicted, some would say dependent, upon a zero-cost capital […]
Bloomberg, Released on 10/25/22 Nouriel Roubini, CEO of Roubini Macro Associates and author of “MegaThreats,” discusses the threats facing the global economy, the US dollar shortage and Federal Reserve monetary policy on “Bloomberg Surveillance.” Nouriel Roubini is the CEO at Roubini Macro Associates, a professor at NYU’s Stern School of Business, and Chairman of Roubini […]
Gold Newsletter, Released on 10/5/22 For Peter Boockvar, the Beakley Financial Group’s chief investment officer, stagflation is already in the United States, with inflation rates going up faster than those of economic growth. He thinks Fed officials face unprecedented challenges: dealing with inflation, preventing significant dislocations in the market, and avoiding further ballooning the US […]
Blockworks Macro, Released on 9/28/22 On today’s episode of “On the Margin”, Doomberg, everyones favorite green chicken, joins the the show for an update on the European energy crisis. After making bold claims throughout 2021 on the global energy situation, and particularly in Europe, Doomberg provides an update on the state of the European energy […]
Wealthion, Released on 8/26/22 For Part 1 of this interview, CLICK HERE Here, Kyle warns of a coming era of stagflation & encourages investors to own assets that defend their purchasing power. He likes cash in the short term. And once the market corrects further, he likes US companies, hard assets & MNC’s that avoid […]
Bloomberg, Released on 8/15/22 Economist Nouriel Roubini on the potential for stagflation. Nouriel Roubini is the CEO at Roubini Macroassociates, a professor at NYU’s Stern School of Business, and Chairman of Roubini Global Economics. He was Senior Economist for International Affairs in the White House’s Council of Economic Advisers during the Clinton Administration. He has […]
