25 min listen
Learning to Love Inflation - John Rubino #5314
Learning to Love Inflation - John Rubino #5314
ratings:
Length:
27 minutes
Released:
Nov 2, 2021
Format:
Podcast episode
Description
Crescat Capital gold macro article https://www.crescat.net/the-macro-case-for-precious-metals/ great charts, including: The gold miners are the only major sector now generating positive free cash flow The miners' gold reserves have peaked and are now declining, forcing them to acquire more by buying up juniors. In the VA governors' race the Dems staged a fake white supremicist rally and tried to pin it on the Repubs, and got caught big-time. Meanwhile, school board protests are a huge factor and might be a sign of things to come for the midterms. In Australia, the bond yields are spiking through the central bank's target levels. https://www.msn.com/en-us/money/markets/australias-central-bank-declines-to-defend-bond-target-even-as-yield-spikes/ar-AAQ26su Emerging market interest rates are rising too. https://www.ibtimes.com/brazil-hikes-interest-rate-most-two-decades-3326062 Brazil is good example, but lots of other countries have interest rates up in historically normal ranges of 5%-10%. The developed world is looking like the outlier. Are central banks starting to lose control of rates? Shiba Inu and Squid Game cryptos soar by multi-000%. It's the dot-com bubble on steroids. Tesla gets an order from Hertz that's worth $4 billion and its market cap rises by $40 billion. Elon Musk's net worth now exceeds Exxon's market cap. Time to short them again?
Released:
Nov 2, 2021
Format:
Podcast episode
Titles in the series (100)
Gold Price $1850 and Up - David Erfle #5152: $1850 is the new line in the sand. Bullish declining wedges are very frustrating. Once it breaks out, then it will start moving. Short term metals are overbought. Mining Stocks are a screaming bargain. They’re drilling and derisking. It’s given... by Financial Survival Network