Macro Voices, Released on 12/12/24 MacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. They’ll discuss his recent piece, “Lament of a Bear,” where he acknowledges his past skepticism of the stock bull market hasn’t held up. He explains why he’s reconsidering his outlook, factoring in AI and other emerging trends. David Rosenberg is […]
Liberty and Finance, Released on 11/29/24 (Recorded on 11/27/24) Todd “Bubba” Horwitz discusses the current state of the stock market, expressing concerns about potential topping patterns and an impending economic crash. 0:00 Intro 1:20 Stock market topping 4:31 Banking system 6:00 Treasury Secretary pick 7:40 Not business as usual 9:20 Gold and silver outlook 12:30 […]
Chris Real World & Jon Dowling, Released on 11/26/24 Gregory Mannarino started his career working for the securities and trading arm of the now defunct Bear Stearns before the dot-com bubble. After realizing that working on Wall Street was not like the movies, he moved on to get a medical degree and practiced medicine as […]
Liberty and Finance, Released on 11/26/24 Tavi Costa discusses the potential implications of Scott Bessent’s appointment as Treasury Secretary under Donald Trump, expressing skepticism about the market’s initial reaction to the pick. Bessent has recently been bullish gold, calling it is largest position. Costa argues that the negative sentiment surrounding Bessent, particularly in the gold […]
Liberty and Finance, Released on 11/25/24 Craig Hemke discusses how gold continues to act as a reliable hedge against currency devaluation and economic uncertainty, even as it faces periodic fluctuations. He highlights a notable divergence between the behavior of the bond market and gold, signaling potential volatility in the near future. Hemke also points to […]
The Jay Martin Show, Released on 11/23/24 This episode of The Jay Martin Show features an in-depth conversation with renowned macro strategist David Hunter, offering a deep dive into his macro thesis and bold predictions for the future. The discussion covers the impact of the recent U.S. election on financial markets, Trump’s potential policy influence […]
Metals and Miners, Released on 11/22/24 (Recorded on 11/18/24) For Part 2 of this interview, CLICK HERE 00:00-02:44 Introduction to Economic Perspectives 02:45-06:02 Market Valuation and Predictions for 2025 06:03-9:59 Geopolitical Tensions and Market Reactions 10:00-13:45 Fiscal Policies and Economic Implications 13:46-17:01 Consumer Debt and Economic Health 17:02-20:01 Global Market Comparisons and Valuations 20:02-23:03 Warren […]
Kitco News, Released on Released on 11/21/24 The Fed should not cut rates any further, warns Jim Bianco, President of Bianco Research. A barrage of rate cuts by Fed Chair Jerome Powell would be “a catastrophic error,” Bianco tells Kitco News anchor Jeremy Szafon on the sidelines of the 50th Annual New Orleans Investment Conference. […]
