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This compilation of financial-related insights includes videos from Joe Blogs, Wealthion, WTFinance, Palisades Gold Radio, and Kitco News.
Joe Blogs talks about the disaster in China as their economy enters a deflation death spiral while both consumer and producer prices fall. Joseph Wang, the CIO at Monetary Macro fund, also known as “The Fed Guy,” joins Eric Chemi on Wealthion to discuss how the Federal Reserve really works. Economic Ninja joins WTFinance to talk about potentially serious market disruptions in 2024. Jim Welsh, founder and publisher of Macro Tides joins Tom on Palisades Gold Radio to discuss debts and deficits surging as Fed and fiscal policies fail. George Gammon, investor and macroeconomics expert joins Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News to share a warning of a coming banking sector collapse which could happen in March.
Joe Blogs
Nov 17, 2023
CHINA is in Deep Trouble and the latest data for October reveals that the Economy is now Suffering from DEFLATION as both Consumer and Factory Gate Prices Continue to Fall. In this video I provide full details of the problems that China is facing, discuss what is causing prices to fall and the impact on the Chinese Economy.
Wealthion
Nov 17, 2023
The FOMC is dominating the macro conversation right now. Many are wondering what the Fed is doing, when the hike cycle is going to be over, when we may see rate cuts and what could happen as we head into 2024.
Joseph Wang, the CIO at Monetary Macro fund, also known as “The Fed Guy,” joins Eric Chemi. He previously worked at the Fed. Joseph will break down how the Fed really works, why he thinks the bond bear market isn’t over and what he expects the Fed to do next.
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WTFinance
Nov 17, 2023
Interview recorded – 14th of November, 2023
During our conversation we spoke about what he is currently seeing in the markets, disconnect between markets and the economy, who would replace the US Dollar, short-term gain long-term pain, assets to focus on in this period and more!
Palisades Gold Radio
Nov 17, 2023
Tom welcomes back, Jim Welsh, founder and publisher of Macro Tides. Jim shares his perspectives and charts on the current state of the market. He discusses potential coming economic challenges and is concerned about the markets focus solely on CPI metrics.
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One of the major concerns discussed was a significant increase in inflation recently. This prompted the Federal Reserve to respond by increasing the funds rate. However, Welsh cautioned that people should not disregard Fed policy of the 1970s, as they could influence future actions by the Fed.
Welsh believes that the cause of the recent inflation surge is related to consumers entering the post-pandemic period with substantial savings, leading to rising wages over the past few years, which are now manifesting in higher consumer prices. Banks have tightened lending standards, making borrowing costlier for small businesses, while credit lines decline, indicating signs of strain. Although the GDP grew significantly in the third quarter, there are cautionary indications not dis-similar to those preceding the 2008 crisis.
Jim stresses the importance of analyzing multiple factors to evaluate economic activity accurately. He notes that corporate bankruptcies have reached record highs, hinting at hidden issues despite seemingly positive growth. Moreover, it takes time for macro-level changes to impact behavior, leading to questions about the true significance of GDP as an indicator of real economic growth.
Welsh’s outlook is that the economy will likely slow down over the next six to nine months. The Federal Reserve aims to handle the situation cautiously, learning from the mistakes of the 1970s. He highlights the potential for financial markets to misjudge or discount the future, creating investment opportunities.
Lastly, Jim discusses why the current U.S. political system is not up to the task and will remain polarized for some time.
Kitco NEWS
Nov 17, 2023
(Pt 2/2): Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, interviews George Gammon, investor and macroeconomics expert, who warns that the banking sector could collapse as soon as March of next year. Gammon breaks down the Bank Term Funding Program (BTFP), its expiration date, and Federal Reserve Chair Jerome Powell’s dilemma about renewing the program. Gammon also reveals his own portfolio allocation in this uncertain environment.
Watch Part 1 here: https://www.youtube.com/watch?v=fQMk3…
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