Deflation and Insolvency Risks: Gold and Bonds' Moment to Shine ( w/ Steven Van Metre )

Deflation and Insolvency Risks: Gold and Bonds' Moment to Shine ( w/ Steven Van Metre )

The Interview: Steven Van Metre of Steven Van Metre Financial and Real Vision president Travis Kimmel discuss how bonds and gold perform during times of deflation and insolvency. After Kimmel shares his journey as an entrepreneur and a technologist to Real Vision’s president, he explains why he thinks insolvency poses a serious risk for the U.S. economy. He and Van Metre discuss why Treasury bonds perform so well during times of economic distress, comparing the performance of long Treasury bonds relative to the S&P 500, as well as to gold and gold miners. After Van Metre explains why he believes quantitative easing is, in fact, deflationary, Kimmel describes the "greatest trades" he sees on the horizon. Recorded on January 21, 2021. Key learnings: The repayment of debt destroys dollars, so the overhang of tremendous debt loads and obligations (rents, corporate borrowing, etc.) will prove deflationary. In this scenario, Kimmel and Van Metre think bonds offer a favorable risk/reward. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(2129)

U.S. Rescues The Yen | Macro Mondays: August 3, 2026

U.S. Rescues The Yen | Macro Mondays: August 3, 2026

Andreas Steno Larsen and Mikkel Rosenvold are back to break down a dramatic start to the week, beginning with the rare coordinated U.S.-Japan intervention to support the yen and what the market reacti...

3 Aug 32min

Clarity Act Progress Boosts Bitcoin | Trading the Markets w/ Kris Bullock

Clarity Act Progress Boosts Bitcoin | Trading the Markets w/ Kris Bullock

Odds of the Clarity Act's passage through the U.S. Senate briefly shot up above 50% on Polymarket before paring back, both underscoring the fragile nature of the bill’s political discourse and giving ...

22 Juli 1h 3min

China Just Shocked The AI Race | Macro Mondays: July 20, 2026

China Just Shocked The AI Race | Macro Mondays: July 20, 2026

Andreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how escalations between the U.S. and Iran a...

20 Juli 35min

Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki

Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki

Bijan Maleki and Kris Bullock kick off today’s Trading the Markets with a fresh macro rundown, from liquidity and rates to the broader market backdrop. Kris explains why macro still matters for crypto...

15 Juli 55min

Why Did the Iran War Restart? | Macro Mondays, July 13, 2026

Why Did the Iran War Restart? | Macro Mondays, July 13, 2026

Andreas Steno and Mikkel Rosenvold are back with the latest Macro Mondays to discuss the latest escalation in the Middle East and what the impact might be; a slowdown in Korean chip exports and what i...

13 Juli 36min

Is a Bigger Move Coming?! | Trading the Markets

Is a Bigger Move Coming?! | Trading the Markets

RV crypto contributor Kris Bullock, aka Blastoplast, is back to dig into the latest price action and answer your questions on all things technical analysis in the world of macro and crypto, including ...

8 Juli 1h 6min

The Fed's Mistake | Macro Mondays: July 6, 2026

The Fed's Mistake | Macro Mondays: July 6, 2026

Andreas Steno Larsen and Mikkel Rosenvold are back to tackle one of the biggest questions in markets right now: have central banks misread the macro backdrop? They break down why inflation may be fall...

6 Juli 36min

Is Everyone Wrong About the Dollar? | Macro Mondays

Is Everyone Wrong About the Dollar? | Macro Mondays

Andreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in the U.S.–Iran ceasefire ...

29 Juni 35min

Populärt inom Business & ekonomi

badfluence
framgangspodden
dynastin
varvet
svd-tech-brief
uppgang-och-fall
avanzapodden
rss-inga-dumma-fragor-om-pengar
fill-or-kill
rikatillsammans-om-privatekonomi-rikedom-i-livet
tabberaset
rss-borslunch
rss-kort-lang-analyspodden-fran-di
montrosepodden
market-makers
rss-dagen-med-di
borslunch-2
bathina-en-podcast
rss-veckans-trade
rss-borssurr-med-mitelman-och-mellqvist