Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
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Timestamps:
(00:00) Introduction
(00:37) Mel’s Background
(04:13) The More Debt Is Created, The More Investors Want It (Story of Past 50 Years)
(06:59) Mel On Gold And Stock Market
(11:31) Inflating The Debt Away: The 1940s Playbook
(14:30) The Pre-Bretton Woods “Sterling Standard”
(17:36) Offshore Dollars (“Eurodollars”)
(24:23) The Debt Spiral: Comparison to 1920s
(27:56) VanEck Ad
(28:38) Why Now?
(37:01) Great Depression
(43:24) Social Security = Ticking Time Bomb, Mel Argues
(48:30) Isn’t There A Self-Regulating Cycle Where Rising Bond Yields Slow Down The Economy (Which In Turn Creates Demand For Duration & Cash)?
(59:14) Timing: 2027
(01:04:52) Social Security Funding
(01:17:01) Gold and Inflation
(01:28:22) Mel’s Book, QUOZ
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.