Bull Bust – Bear Bust returns with a fresh dose of economic truth: Individuals are currently experiencing a somber economic reality, despite the widespread belief that the cost of living was becoming more manageable.
According to Dr. Pippa Malmgren, an American entrepreneur, economist, and presidential advisor, the window for a rate cut is closing rapidly. In her interview with Daniela Cambone on ITM Trading, Malmgren explains that the Federal Reserve is unlikely to reduce rates before the presidential e------n due to the potential accusation of favoring the incumbent. She also highlights that rate adjustments typically occur when there is a clear indication of the economy’s direction, which is not the case before an e------n. Malmgren further emphasizes that previous rate hikes did not have a significant impact on liquidity conditions. In addition to discussing monetary policy, she shares her perspective on current events, suggesting that the next global conflict may take the form of an invisible technological war rather than traditional hand-to-hand combat, with power grids and other critical infrastructure being targeted.
Lyn Alden, an independent analyst and bestselling author, begins her discussion on Stansberry Research by highlighting the impact of her engineering background on her macroeconomic investing approach. She delves into her initial fascination with macroeconomics and emphasizes the significance of 2017 as a pivotal year for the U.S. economy. Lyn also sheds light on the concept of fiscal dominance, where substantial fiscal deficits and federal debts limit the options available to a central bank. Drawing upon historical context from the 1970s, she elucidates the intricate relationship between inflation and interest rates in today’s complex economic landscape.
The show RJ Talks delves into the recent statements made by Goldman Sachs, providing evidence that Bidenomics has been unsuccessful.
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BULL BOOM – BEAR BUST
May 13, 2024
Back with another dose of economic reality: People are now feeling a sad economic reality, even though most people believed the fable that the cost of living was getting easier.
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ITM TRADING, INC.
May 13, 2024
“We’re pretty much running out of time for them to do a rate cut,” says Dr. Pippa Malmgren, American entrepreneur, economist, and presidential advisor, in the second part of her interview with Daniela Cambone. Malmgren explains that it’s less likely for the Fed to cut rates before the presidential e------n because they would risk being a-----d of “helping the incumbent” if they do. Additionally, she notes that rate changes usually occur when there’s a clear signal of where the economy is headed, but before an e------n is not the opportune time. She further emphasizes that rate hikes didn’t significantly alter liquidity conditions. Malmgren also shares her perspective on current affairs, suggesting that World War III will be an invisible technological war. “We’re in a world where this battle may not involve hand-to-hand combat, but rather power grids going down or other significant events.”
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Stansberry Research
May 13, 2024
Independent analyst and bestselling author Lyn Alden kicks things off by describing how her background in engineering has influenced her macroeconomic investing style. She explains why she became so interested in macroeconomics in the first place and why 2017 was a turning point for the U.S. economy. Lyn also talks about fiscal dominance – or when fiscal deficits and federal debts are large enough that they start reducing a central bank’s options. She puts this in the historical context of the 1970s and clarifies why inflation and interest rates are so complexly intertwined today.
Next, Lyn shares her outlook for the U.S. economy, including higher-than-baseline inflation for the foreseeable future and the country being in a similar situation to emerging markets. She discusses areas of the market where fiscal dominance has been appearing over the past few years, how the 2010s taught investors the wrong lesson, why the U.S. may experience the same economic troubles that Japan is facing right now, and the divergence between sectors going through recessions versus those that benefit from deficits.
Lastly, Lyn cautions listeners against using the traditional 60/40 portfolio in inflationary environments like today’s and instead urges them to prioritize energy, precious metals, and hard assets. She also breaks down why she finds Latin America so attractive today (particularly Brazil, Colombia, and Mexico) and gives an in-depth explanation of how technology impacts money.
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RJ Talks
May 13, 2024
You want to hear what Goldman Sachs just said (Bidenomics is a Failure)
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