Adam Taggart | Thoughtful Money, Released on 11/10/24 Today’s guest expert wrote in her latest newsletter: “This month, animal spirits surged on bets that artificial intelligence and central bank rate cuts can solve the problem of spreading insolvency.” She is highly dubious that they can. And if indeed they cannot, what then lies ahead for […]
Rebel Capitalist, Released on 11/6/24 George Edward Gammon is an American real estate investor and entrepreneur. He produces and stars in a popular YouTube Channel. Prior to 2012, George started, owned, and operated multiple businesses ranging from conventions to advertising. The last growing to 24 million in annual revenues and over 100 employees. After 12 […]
The David Lin Report, Released on 10/30/24 (Recorded on 10/28/24) Keith McCullough, CEO of Hedgeye Risk Management, discusses the “stagflationary” environment that the economy is about to enter, and the best and worst assets in this situation. 0:00 – Intro 0:30 – Are markets pricing in inflation? 3:15 – Bond yields outlook 6:45 – Gold […]
The David Lin Report, Released on 10/29/24 Lyn Alden, Founder of Lyn Alden Investment Strategy, discusses the main drivers of the economy into 2025, as well as her most bullish assets into next year. 0:00 – Global Risks & Markets 1:08 – Fiscal Deficits & Policy 2:48 – 2025 Debt Ceiling Crisis 5:00 – TGA […]
Gold Silver (w/ Mike Maloney), Released on 10/22/24 In this insightful discussion, we explore the shifting dynamics of the traditional 60/40 portfolio (60% stocks, 40% bonds) and why it may no longer be the optimal strategy for today’s investors. Mike Maloney and Alan Hibbard dive deep into historical data, revealing periods of lost returns and […]
The David Lin Report, Released on 10/19/24 (Recorded on 10/18/24) Ted Oakley, Founder of Oxbow Advisors, discusses the major market shifts investors can expect in Q4, 2024, factoring in a Presidential Election, two wars that the U.S. is involved in, a Fed easing cycle, and what Oakley describes as an “extremely overvalued” stock market. 00:00 […]
The Julia La Roche Show, Released on 10/17/24 In episode 203, David Rosenberg, founder and president of Rosenberg Research, joined Julia to discuss the current economic landscape and his outlook for the future. 00:23 Introduction and overview of current economic situation 01:03 Discussion on GDP growth and survey data divergence 02:57 Analysis of the Fed’s […]
The David Lin Report, Released on 10/16/24 (Recorded on 10/9/24) E.B. Tucker, Editor of The Tucker Letter, explains the why markets are overdue for a “mini panic” and what is needed for this to happen. 0:00 – Intro 0:22 – E.B. Tucker’s Market Outlook 2:02 – Fed and Rate Cuts 3:44 – Recession or Market […]
