Stephanie Pomboy: The Way We Invest Is Coming To An End
The cost of capital is rising.Inflation may be more present in future years, especially as we re-shore manufacturing.And as we re-shore it, we are also re-introducing our economy's exposure to the nat...
10 Sep 20251h 7min
Bill Fleckenstein: The Market Is In A Dangerous Set-up That Could Get Ugly Quickly
It's a tricky time for investors right now.We're seeing increasing signs the economy is slowing down, but nearly all assets are surging in price right now.Some, like many stocks, are at all--time high...
9 Sep 20251h 6min
Increasingly Strapped Consumers Are Tapping Out | David Hay
In this new monthly macro/market recap with veteran investor David Hay, we go deep into the major trends in motion currently: an increasing number of recessionary indicators, a fast-deteriorating hous...
7 Sep 202554min
Big Jobs Miss Suggests Economy Is Sicker Than Believed | Lance Roberts
The jobs market is starting to show signs of being in real trouble.August payrolls were a huge disappointment, coming in at a VERY weak 22k (vs expectations of 75k).And the June payrolls number was re...
6 Sep 20251h 51min
We're Facing The Bursting Of Twin Bubbles In Housing AND Stocks | Danielle Park
After a year of projecting confidence in America's "strong" and "resilient" economy, at his recent Jackson Hole appearance, Federal Reserve Chair Jerome Powell suddenly changed his tune.He expressed c...
4 Sep 20251h 49min
Breakout Underway In Gold & Silver. How High Will They Go? | Jonathan Wellum
GET OUR FREE GUIDE TO BUYING GOLD & SILVER https://thoughtfulmoney.com/goldThe breakout in gold & silver continues to gain momentum today.How high are prices likely to go?That was the topic of today's...
4 Sep 20251h 1min
Our Money Is Dying | Lawrence Lepard
In my opinion, the easiest macro trend to forecast is that our fiat currencies will continue to lose purchasing power in the years ahead, likely at an accelerating rate.Today's guest not only agrees, ...
2 Sep 20251h 40min
Lacy Hunt: The Economy Is Seizing Up While The Fed Dithers
It's an especially confusing time for investors given how divided the experts are on whether resurging inflation or disinflation/deflation is more likely from here.Your answer to this question determi...
31 Aug 20251h 10min
