Live presentation and Q&A with Michael Lebowitz.
The global economy is stumbling. And not just for financial reasons like the increasing cost of debt.
Macro expert James Rickards returns for Part 2 our interview to explain why he predicts disinflation/deflation will overwhelm today’s inflation in 2023.
He also shares the portfolio allocation that he thinks will fare best over the coming market turbulence — offering his thoughts on stocks, bonds, real estate, gold, energy producers & private equity.
The global economy runs on credit, so when there’s trouble in the credit markets, EVERYTHING hangs in the balance.
Bond yields have been rising fast around the world this year. So fast in some cases, that things are starting to break.
Just this past week, the UK credit market started melting down — forcing the Bank of England to engineer a desperate rescue by buying 65billion-pounds worth of gilts on the open market.
How worried should we be aboutinstability in our credit markets? To find out, we talk with investor and analyst Bill Fleckenstein of Fleckenstein Capital.