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...
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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...
S3 E12: To Eggheads and Monetary Purists, NOTHING ELSE MATTERS!
Money, Markets & New Age Investing
47 minutes
1 week ago
S3 E12: To Eggheads and Monetary Purists, NOTHING ELSE MATTERS!
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...
Money, Markets & New Age Investing
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...