Daily Briefing – July 22, 2020 – Gold Rally Could Be Signaling Inflation Fears: Jim Bianco

Daily Briefing – July 22, 2020 – Gold Rally Could Be Signaling Inflation Fears: Jim Bianco

Managing editor, Ed Harrison, hosts Jim Bianco of Bianco Research to discuss the Fed and Judy Shelton’s recent nomination, the significance of flows, and his forward look on markets and the economy. Bianco and Harrison first analyze the extreme opposition of Shelton’s nomination as a Fed Governor and consider how the Fed has been a domineering force in supporting markets for the past few months. Bianco then breaks down the types of retail investors and why their influence can prove to be powerful in driving market movements. They end their discussion by talking about the recent rally in gold and silver, and Bianco’s perspective on the bifurcation of markets and the economy, whether stimulus can be effective forever, and the damaged psyche of consumers. In the intro, Nick Correa gives an overview of the status of the US’s new relief bill and how the Federal Pandemic Unemployment Compensation program will end sooner than most Americans believe. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(1959)

Adventures in Finance 7 - The Triggering: Article 50 and Brexit

Adventures in Finance 7 - The Triggering: Article 50 and Brexit

Uncertainty reigns, as political and economic forces build before the historic negotiations which could alter the shape of Great Britain and the EU forever. In 'Things I Got Wrong', Bill Fleckenstein, CEO of Fleckenstein Capital discusses the mistakes he made in underestimating the folly and largesse of Central Bankers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Mar 201758min

Adventures in Finance 6 - Satellites, Big Data and Finance

Adventures in Finance 6 - Satellites, Big Data and Finance

Explore how satellite imagery data is being utilized to drive financial insights, with advice from James Crawford, CEO of Oribital Insights. In ‘The Things I Got Wrong’, Jawad Mian, Founder of Stray Reflections, sits down to share his slip-ups about silver and managing your ego. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Mar 201755min

Adventures in Finance 5 - China’s One Belt One Road

Adventures in Finance 5 - China’s One Belt One Road

Unearth unprecedented investment opportunities in China’s One Belt One Road strategy – something we haven’t seen since the BRICS. Plus, Ben Hunt, Chief Investment Strategist at Salient Partners shares what he got wrong about Europe. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Mar 201753min

Adventures in Finance 4 - Analyzing Cyclical Market Behavior

Adventures in Finance 4 - Analyzing Cyclical Market Behavior

Understand how to leverage financial cycles & forecast future markets with veteran investor Robin Griffiths. Also on this week, Brent Johnson, CEO of Santiago Capital, tells us his misjudgments’ on gold and being a true contrarian. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Feb 201752min

Adventures in Finance 3 - Opportunities in German Real Estate

Adventures in Finance 3 - Opportunities in German Real Estate

Uncover the huge untapped potential in Germany’s real estate market and the interesting cultural and fundamental dynamics driving this opportunity. Mark Yusko, CEO and CIO of Morgan Creek Capital Management, also shares what he got wrong about volatility and leverage in 2008. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Feb 201754min

Adventures in Finance 2 - Geopolitical Framework for Investing

Adventures in Finance 2 - Geopolitical Framework for Investing

No investor can afford to ignore geopolitics anymore. Understand why you need a geopolitical analysis framework and how to use it to your advantage. In our ‘Things I Got Wrong’ segment, Louis Gave, Co-founder of Gavekal Research shares his errors about the liberalization of capital in China. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Feb 201757min

Adventures in Finance 1 - Aftermath of India Demonetization

Adventures in Finance 1 - Aftermath of India Demonetization

Delving into the consequences and opportunities following the cancellation of 86% of India’s currency in circulation. Also, find out what Raoul Pal, founder of Real Vision and Global Macro Investors, got wrong in times of crisis & learn from his mistakes. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Jan 201758min

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