In this podcast interview, Jesse Felder provides a comprehensive analysis of current market conditions, highlighting several critical economic indicators suggesting significant potential risks ahead. He argues that the U.S. stock market is currently more overvalued than at any point since 1950, with valuation metrics indicating extremely limited upside poten ... Show More
Yesterday
Michael Green: Gold is the Antidote to the Greatest Risks to the Stock Market
In this podcast, Michael Green, Chief Strategist at Simplify Asset Management, provides a comprehensive analysis of the current market dynamics, focusing on the profound impact of passive investing. Green argues that the rise of passive investment strategies has fundamentally tra ... Show More
1h 12m
Jun 26
Don Durrett: This is When Silver Becomes Unobtainable
Tom Bodrovics welcomes back Don Durrett, author, investor, and founder of GoldStockData.com, to delve into the current state of the gold and silver markets, the broader economy, and what investors should watch for in the coming months. Don begins by noting that gold has been in a ... Show More
1h 16m
May 2024
Precious Metals Shine Bright in Times of Inflation - Alan Hibbard #6070
Kerry Lutz and Alan Hibbard discussed the current state of the precious metals market and investment strategies. Alan shared his investment portfolio, which includes gold, silver, and Bitcoin, and discussed his long-term investment approach. They also talked about the potential i ... Show More
17m 12s
Nov 2023
The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
Nicholas Glinsman, veteran macro investor and co-founder at Malmgren-Glinsman Partners, returns to Forward Guidance to update his views on fixed-income and the economy. He argues that shorting the yen // buy non-yen-denominated assets trade, the “greatest carry trade in the world ... Show More
1h 10m
Nov 2024
Julian Brigden on the Looming Central Bank Fight for Independence
Julian Brigden from MI2 Partners discusses the current market sentiment leading up to the upcoming elections in the United States. He highlights the contrasting perspectives between the 'fast money' crowd, who are capitalizing on the Trump trade, and the 'real money' crowd, who a ... Show More
57m 26s
Sep 2024
Markets riding the ‘Fed wave’
Stocks across the globe moved higher yesterday following the Federal Reserve’s interest rate cut, with both the Dow and S&P 500 seeing new all-time highs. Meanwhile, other major central banks – including those in England, Norway, Turkey, Japan and China – opted to keep their key ... Show More
11m 1s
Mar 2025
US Stocks and Dollar Tank. What’s Next? - Ep 1015
Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments.
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In ... Show More
1h 1m
Apr 11
Risk appetite disappeared on Wall Street
European markets played catch-up with Wednesday’s US rally yesterday, with nearly all sectors posting significant gains. However, when US markets opened, risk appetite appeared to evaporate on Wall Street, as stocks fell despite subdued inflation data. There was some brief respit ... Show More
11m 38s
Apr 23
Kenneth Rogoff: Tariff Impacts, The Dollar's Future and Global Economic Shifts
What challenges lie ahead for the global economy in an era of rising tariffs and geopolitical tension? In this episode, Nicolai Tangen speaks with Kenneth Rogoff, renowned economist and co-author of the seminal book "This Time Is Different," about the shifting economic landscape. ... Show More
1h 9m
Oct 2024
Market volatility: earnings concerns and pre-election jitters
US stock markets experienced a downturn, with all major indices posting significant losses. Consumer discretionary stocks felt the brunt of the decline, led by disappointing performances from Coca-Cola and McDonald's. Meanwhile, the tech sector faced pressure ahead of the highly ... Show More
14m 31s
Sep 2023
Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)
This is Jack’s guest appearance on the Behind The Markets Podcast with Jeremy Schwartz, Chief Investment Officer of WisdomTree, and Jeremy Siegel, renowned finance professor at Wharton and senior economist to WisdomTree. The trio tackle the labor market, the stock market, the int ... Show More
50m 57s