This is an edited version of my live discussion about the current state of the economy and what may lay ahead with Leith van Onselen who writes as the Unconventional Economist at MacroBusiness. Leith has previously worked as an economist at the Australian Treasury, Victorian Treasury and Goldman Sachs. He has a strong background in economic policy and financial sector regulation. Leith holds a Bachelor of Commerce (Honours) degree from Melbourne University and a Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia (now FINSIA). Leith can also be found on twitter: twitter.com/leithvo
Go to the Walk The World Universe at https://walktheworld.com.au/
I caught up with Steve from his bond kingdom. We discussed the latest from the FED, and the expected trajectory of inflation, bond rates and the potential for deflation as stimulus is withdrawn.
Why are the markets in inflationary la-la land?
Steven Van Metre, Certified Financial Planner™ Professional, (CA Insurance License #0D45202 & Investment Advisory Representative with Atlas Financial Advisors, Inc., a Registered Investment Advisory firm.) is a financial planner, portfolio manager, and President of Steven Van Metre Financial. He specializes in retirement income strategies and the direct management of client assets.
Given the myriad of issues at the moment, Tarric and I had an additional discussion today, replead with some very significant slides. Journalist Tarric Brooker is @AvidCommentator on Twitter
The latest edition of our finance and property news digest with a distinctively Australian flavour.
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
Things Have Gotten Even More Interesting: With Tarric Brooker! [Podcast]
This is an edited version of our latest live stream as I explore the emerging policies of The New Liberals aka TNL with founder Victor Kline and Steve Keen, architect of their housing policy. Both are standing in the yet to be announced Federal election.
In today’s show we round up the market action for the week, as the Fed put the interest rate cat among the pigeons, markets saw significant rotation away from tech stocks, and inflation fears continued to take hold. What we are not seeing yet are the practical effects of the informal COVID driven lock downs as more businesses and households are being impacted, and as confidence takes a hit. Another reason to believe the uncertainty will continue.
In the US , the S&P 500 closed down Friday, marking its worst weekly start to a year since 2016 amid pressure from tech stocks as Treasury yields continued to rally on rate hike expectations despite a mixed monthly job report.
Go to the Walk The World Universe at https://walktheworld.com.au/
0:00 Start 0:19 Introduction 1:30 US Jobs Report 5:40 Yields Higher And Fed Catch-Up 7:30 US Markets 8:45 Gamestop and NFT 11:30 Gold Still Weak 13:40 Oil 17:00 US Consumer Credit Up 18:20 Europe 19:40 China Economy 20:50 China Property 24:00 China Credit 26:00 Olympics 28:20 Australian Market 30:45 PayPal Stable-coin 33:05 Summary and Close
Digital Finance Analytics (DFA) Blog
More Fuel For Rate Hikes? - Market Update 8th Jan 2022 [Podcast]
From the upcoming Federal Election, to market corrections, Gold, and Crypto we discuss the main themes for the new year. We highlight some of the emerging themes, frankly there are a range of icebergs in our path.
Go to the Walk The World Universe at https://walktheworld.com.au/
The latest chat with Journalist Tarric Brooker, as he walks us through his latest charts, just in time for Christmas.
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Digital Finance Analytics (DFA) Blog
Our Christmas Box Of Delights: With Tarric Brooker [Podcast]
This is an edited version of our latest live show as I discuss the risk of another lost decade with regard to the Australian economy with Leith van Onselen who writes as the Unconventional Economist at MacroBusiness.
Leith has previously worked as an economist at the Australian Treasury, Victorian Treasury and Goldman Sachs. He has a strong background in economic policy and financial sector regulation. Leith holds a Bachelor of Commerce (Honours) degree from Melbourne University and a Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia (now FINSIA). Leith can also be found on twitter: twitter.com/leithvo
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
DFA Live Q&A: HD Replay Leith Van Onselen: Another Lost Decade Ahead?
Peter Schiff is an American stock broker, financial commentator, and radio personality. He is CEO and chief global strategist of Euro Pacific Capital Inc., a broker-dealer based in Westport, Connecticut.
We discussed the latest ructions of the markets, whether we need Central Banks, and of course the role of gold in the financial system ahead.
Bestselling author and economic forecaster Harry Dent will debate Peter Schiff, American stockbroker, financial commentator, radio personality and the leading gold bug in the US in the ECONOMIC GLOBAL CRISIS DEBATE live online at 11am Tuesday 7th December 2021 with free registration at www.greatdebate2021.com
Both Harry and Peter agree there will be a major financial collapse in 2022however Peter says gold will skyrocket and the US dollar will go down like a hot knife through butter after the imminent biggest market crash in history. Dent argues that gold has no currency value and disagrees about the US dollar going down. He challenges people to take a gold coin to a grocery store and try to buy something with it. Since gold doesn’t circulate throughout the economy, he believes this to be one reason its price will crash.
Safe havens to invest? Dent believes US treasury bonds and quality bonds will become the new safe haven after the economic downturn while Peter sees Gold as the ultimate safe haven.
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
Seeking A Value Anchor With Peter Schiff [Podcast]
This last week could be one that many investors will want to forget, stocks, commodities, currencies, inflation, and the impact the Omicron variant are all in play. Importantly the yield curve is flattening, signalling an increased level of uncertainty, and as we will see, the future could be inflationary, deflationary, or just a muddle ahead.
Then US stocks fell sharply after the November jobs report missed expectations and as more cases of omicron were detected across the globe. The US economy added just 210,000 new jobs last month, well below economists’ expectations for 550,000 new jobs. That was its smallest gain this year
The latest edition of our finance and property news digest with a distinctively Australian flavour.
Go to the Walk The World Universe at https://walktheworld.com.au/
Digital Finance Analytics (DFA) Blog
A Week Is A Long Time In These Crazy Markets! [Podcast]
