Palisades Gold Radio: Long-Term Debt Cycle Coming to an End (w/ Chase Taylor)

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Palisades Gold Radio
Oct 23, 2021

Tom welcomes a new guest Chase Taylor to the show. Chase is a macro strategist and editor of Pinecone Macro Research. He came up with the name Pinecone based on how pine trees take a very long-term approach to growth.

Most investors are focused on short-term quick investing methods. However, the long-term approach is often the most powerful. The longer a cycle the fewer people are likely to be paying attention. We’re near the end of the debt cycle and reaching a turning point where we have to inflate it away. We also have a capital cycle where commodities have become way undervalued. What is coming will change everything.

He notes that the recent economic data is skewed due to the rapid recession and recovery. The year-over-year data will take a while longer to stabilize.

Chase notes that investors and institutions are just beginning to notice that inflation is exploding higher than we were told to expect.

The outlook for the dollar continues to be dependent on the monetary policies of other countries. He feels the dollar is likely to move down over the medium term. In addition, there are likely to be problems with energy in the United States.

Green energy is creating many crises which we are witnessing. The decisions made over the last ten years have had serious consequences and starving the fossil fuel industry of capital is not a good solution in a world that requires energy.

Chase discusses the impact of climate cycles and weather on the economy and how he uses these to his advantage. Natural gas inventories are on the low side and there could be issues should the U.S. experience any polar vortices.

China is set to artificially control coal prices and this could result in production issues.

During periods of high inflation, gold becomes a much more important place to store wealth. Energy prices will affect everything. Metals should do well in the near to mid-term. Keep an eye on the Fed as higher rates could change this forecast.

He discusses how many of the miners look very good right now.

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