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Money, Markets & New Age Investing

Greg Weldon

41 episodes

1 week ago

Send us a text In my view, Jay Powell has become "a problem", though NOT because he’s a bad guy with evil intent. I do not believe that. In fact, he seems like a genuinely “nice guy”! BUT, having said that, he IS an “egghead, an overthinking, theoretical, no action, no skin in the game, no blood-no foul, ACADEMIC. Jerome Powell is a monetary PURIST and thus, beyond Employment and Inflation…NOTHING ELSE MATTERS! The Consumer Cocoon…matters NOT, not until there is a recession. The Credit Crunch...

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Send us a text In my view, Jay Powell has become "a problem", though NOT because he’s a bad guy with evil intent. I do not believe that. In fact, he seems like a genuinely “nice guy”! BUT, having said that, he IS an “egghead, an overthinking, theoretical, no action, no skin in the game, no blood-no foul, ACADEMIC. Jerome Powell is a monetary PURIST and thus, beyond Employment and Inflation…NOTHING ELSE MATTERS! The Consumer Cocoon…matters NOT, not until there is a recession. The Credit Crunch...

Show more...

Episodes (20/41)

Money, Markets & New Age Investing

S3 E11: Taking a Macro-Market Victory Lap

Send us a text In today's podcast Greg rewinds to review his January 2025 Year-Ahead Outlook, his major macro-market trading/investment "themes": -- Consumer Cocoon/Credit Crunch -- Fed Acquiescing to Higher Rates of Inflation -- Yield Curve Steepening -- US Dollar Depreciation and Geo-Political Realignment -- Rotation of Wall Street Money into Precious Metals Mining Shares Indeed, as of September 5th these themes have been DOMINANT as per their influence on the global markets, particularly w...

6 days ago

35 minutes

Money, Markets & New Age Investing

S3 E10: Mission Impossible...Teaspoons of Sand

Send us a text In this episode of Money, Markets & New Age Investing Greg puts forth a new macro-thematic thought process as a way to answer what has become THE MOST asked question of the year…"why now, why after decades of worry, does the US Public Debt MATTER???" The answer is simply physics, and a study of "stabilization" and "rotational angles", and the physics behind how a seesaw "works". Just like Greg's "Debt Black Hole" analogy...the "see-saw", Pete Seger's "Teaspoons of Sand" the...

1 month ago

32 minutes

Money, Markets & New Age Investing

S3 E9: Debunking the Macro-Economic Myth that the U.S. Consumer & Labor Market are Strong

Send us a text The current macro-economic “narrative” is as follows: 1. The Consumer remains "strong", with a "healthy" Balance Sheet 2. The Labor Market remains "solid." In today's podcast I use FACTS, data and simple mathematics to COMPLETELY blow up that narrative and debunk the greatest macro-economic myth out there right now, that the Consumer remains in a "strong" position, with a "healthy" balance sheet, and that the Labor market remains "s...

2 months ago

35 minutes

Money, Markets & New Age Investing

S3 E8: Is Bitcoin the New T-Bond & Gold the New Dollar?

Send us a text As a tsunami of "supply" rolls towards the shores of the US Treasury market ... it’s hard to envision how US Bond yields don't rise further unless, or more realistically until, the Fed takes action, taking the 30-Year T- Bond above 5% and calling into question the underlying "credibility" of the US Bond market. Indeed, the top-down secular fundamentals for both the US Treasury market and the value of the US currency is DECIDELY BEARISH, as it pertains to the Debt Black Hole the...

3 months ago

32 minutes

Money, Markets & New Age Investing

S3 E7: What? Me, Worry?

Send us a text At the risk of aging myself, I vividly remember Mad Magazine as a kid, and the goofy, enigmatic, care-free character Alfred E. Neuman. Alfred was famous for being care-free with the buzz phrase..."What, Me Worry?" As the Trade War intensifies, I ask, who is "worried" out there? Well Donald Trump is hoping China is worried. The Donald is hoping that Fed Chair Powell is worried. But both of these individuals are giving us their BEST "Alfred E. Neuman" imitation. What? Me, Worry? ...

4 months ago

24 minutes

Money, Markets & New Age Investing

S3 E6: The Federal Reserve Confirms, Stagflation IS the New Trend!

Send us a text Stagflation, Supermassive Debt Black Holes, Consumer Cocoons, FOMC Policy, Trump Tariffs, the Financial pop-media, the Stock Market, US Dollar and Gold...Greg "talks" all these topics in this recent interview, hosted by an industry legend, the original Wall Street Whiz Kid, Peter Grandich, one-time agent and money manager to some of New York's most iconic professional athletes, now retired. Intelligent Investment Today - The Warren Buffett WayINTELLIGENT INVESTMENT TODAY, a Sho...

5 months ago

29 minutes

Money, Markets & New Age Investing

S3 E5: The Perfect Storm

Send us a text A multitude of macro-monetary storm fronts are converging on the US Dollar and are coming from a variety of directions, putting the US currency on the defensive, and opening the door for a technically significant violation of the multi-year bull market trend. Indeed, the US Dollar is on the verge of executing a major long-term, secular-trend-reversal to the downside, one that would (will) carry serious, game-changing consequences for ALL major markets, particularly as Germany a...

6 months ago

29 minutes

Money, Markets & New Age Investing

S3 E4: Macro, Micro & Markets - It is Time to Act!

Send us a text In this episode Greg discusses: The two biggest macro-economic dislocations in US history, as the main secular "themes" for 2025 (and beyond). The micro-details in the form of the simple mathematics that clearly illustrate and define those two macro-dislocations. And the markets...what to do! Two specific strategies that anyone can deploy within the stock market to help protect the purchasing power of your money, income and wealth. Support the show https://twitter.com/money_pod...

7 months ago

31 minutes

Money, Markets & New Age Investing

S3 E3: Crossing the Macro-Event Horizon

Send us a textAmong several macro-themes I pushed during last January's 2024 Outlook, I note three that are intertwined with the US Consumer:One) US Consumer cocoon would “harden” amid deflation in “real” Retail Sales.Two) Consumers would RELY on Credit Cards to “make ends meet,” thus Delinquencies would soar under intensifying financial pressure, thanks to dangerously LOW savings and ZERO “real” wage growth.Three) A consumer credit crunch would evolve.BAM, we entered the final phase, so to s...

8 months ago

33 minutes

Money, Markets & New Age Investing

S3 E2: The US Fed Acquiesces to Higher Inflation

Send us a textBy deciding to cut their Fed Funds Policy Rate this past week, amid a renewed rise in CPI price indexes is a clear sign that the FOMC is "acquiescing" to higher general rates of inflation.Subsequently the US Dollar has broken out to the upside in a big way, which in turn is weighing on US Stock Indexes, Gold along with the entire Metals complex, and even Bitcoin.What's next for the US economy, the Federal Reserve, the Dollar, and US asset prices?Greg lays out his outlook, in tod...

8 months ago

30 minutes

Money, Markets & New Age Investing

S3 E1: The New D.E.I.

Send us a textIn Episode One of Season Three of Money, Markets & New Age Investing Greg Weldon defines the new "D.E.I." for the next four years in the US under Donald Trump.The new D.E.I. is......DEBT...EASY-MONEY...INFLATION Hear all about the NEW AGE "trends" and find out what Greg envisions for the markets over the next few months, in Season Three, Episode One, of Money, Markets & New Age Investing! Support the showhttps://twitter.com/money_podcastMoney, Markets & New...

9 months ago

28 minutes

Money, Markets & New Age Investing

S2 E12: Vladimir is Bullish on Silver & Bitcoin

Send us a textVladimir Lenin once said... "The way to crush the bourgeoisie is to grind them between the millstones of taxation and inflation."While there is controversy as to whether it was in fact Lenin who said that, or the legendary economist John Maynard Keynes, who attributed that line to Lenin following an interview he conducted with the Russian leader...the fact is simple, the US Consumer is being CRUSHED, ground up between the millstones of taxation and inflation.Here is what Ke...

10 months ago

34 minutes

Money, Markets & New Age Investing

S2 E11: The US Dollar - Exposed as "The Emperor Has No Clothes"

Send us a textThe "Twin Towers" are gone, but never forgotten. Greg worked in Four WTC for several years, and in the adjacent World Financial Center as well, so it is with all humility and respect that he discusses the macro-economic version of the "Twin Towers", because they are back, standing taller than ever, and putting the US Dollar in harm's way. Greg speaks to the records being set within BOTH the US Federal Budget data, and the US Trade data, as the Twin Tower DEFICITS are a BIG probl...

12 months ago

31 minutes

Money, Markets & New Age Investing

S2 E10: I Won't Say I Told You So...

Send us a textIt's Season Two, Episode Ten and Greg reviews the dramatic shift in the monetary policy narrative from the Federal Reserve this past week, away from "fighting inflation" to "protecting the economy", following yet another in a string of EXCEPTIONALLY WEAK economic data, culminating in a nightmarish Employment Situation Report on Friday from the BLS.Greg dissects the data, not only in the US, but also in China, who published equally WEAK macro-economic in the last two weeks, as th...

1 year ago

29 minutes

Money, Markets & New Age Investing

S2 E9: Trading Lessons From the Original Market Wizards

Send us a textIn Episode 9, Greg introduces his new Three Podcast Special Series, "interviews" with a handful of the greatest money managers/traders of all-time, thanks to his colleague of many years, the legendary Jack Schwager, author of the must-read and top-ten all-time financial market book, "Market Wizards".Yes, Greg has received permission from Jack to share excerpts from this classic book, an abundance of real world blood, sweat and tears lessons from the greatest of all time, several...

1 year ago

33 minutes

Money, Markets & New Age Investing

S2 E8: There is NO Debating the Current Health of the Economy!

Send us a textThere was a mind-numbing Presidential debate this week on national TV, but there is NO "debating" the facts:Fact -- the US consumer is cocooning, cutting back discretionary spending amid a depletion of savings, maxed-out credit cards, and "real" wages that barely keep pace with (still high) inflation. "Real" (inflation adjusted, in dollar terms) Retail Sales have been NEGATIVE for five consecutive months, in 19 of the last 20 months, and in 24 of the last 27 months. That is a FA...

1 year ago

30 minutes

Money, Markets & New Age Investing

S2 E7: Powell Taps Out

Send us a textFirst, don't miss the offer of a FREE Chart Book that accompanies this Episode, with dozens of cool charts on Consumer Credit, Delinquencies, Household Finances, Inflation, Retail Sales, and, ALL the markets we are currently involved with, Financials, Utilities, Consumer Staples and Utilities along with the US Dollar, Gold, Silver, Platinum, Copper, Base Metals, Uranium, Natural Gas, Bitcoin, Ethereum and more! Email us at sales@weldononline.com to request this FREE Chart ...

1 year ago

24 minutes

Money, Markets & New Age Investing

S2 E6: US Stocks - Exit Stage Left?

Send us a textThe S+P 500 has risen by +50.8% since the October 2022 low. The XLK S+P Information-Technology ETF has risen by +88.0% since the October 2022 low. And since just last October the NASDAQ-100 Index has risen by +31.2% .The last six-months of this massive bull move in US stocks has been driven by three themes: · Expectations of Fed rate cuts in 2024 · AI and chip stocks · The p...

1 year ago

22 minutes

Money, Markets & New Age Investing

S2 E5: Central Bank MoneyFest 2024

Send us a textTwenty-two global Central Banks held meetings this past week to decide what, if any, changes they would make to their monetary policy stance. More than one-third of those Central Banks (8) voted to CUT their official short-term Policy Rate, TWICE as many as voted to raise rates (4), while 10 of 22 left policy unchanged.Of those Central Banks that left rates unchanged, the majority of them communicated belief that they would be cutting rates this summer or fall, as global monetar...

1 year ago

34 minutes

Money, Markets & New Age Investing

S2 E4: Captain Crunch...Are We Headed for Global Credit Crunch?

Send us a textYou have heard me warning about a coming crisis in US Commercial Real-Estate and how it would link to Small Banks, not only here in the US, but around the world. Moreover, I warned in December about Small Bank Balance Sheets, and cited that as the likely REASON WHY the Fed abandoned their hawkish rhetoric at the year-end meeting. You have heard me warning about a coming Consumer credit problem, particularly as it relates to out of control borrowing via Credit Cards, a...

1 year ago

30 minutes