Finance U

Trump’s Federal Reserve drama, China’s trade stance, gold’s surge, and the risks of a debt-laden economy are explored with Paul Kiker, while discussing the importance of actively managing wealth during volatile markets.

What a time to be alive. If we’re right, the dollar regime is now on its last legs, which makes pre-positioning your portfolio for this shift is a must-do activity. Further, we’re going to have to be both nimble and humble, because much of what will happen next cannot be predicted. It will emerge.

The episode discusses market volatility due to Trump’s tariff pause, bond market reactions, gold’s resilience, and potential economic impacts, featuring insights from Paul Kiker of Kiker Wealth Management.

Gold’s big moves of late were confirmed as the real thing in the post Trump Tariff tantrum when gold barely budged in price by day’s end while stocks got hammered. That is, in a word, unusual.

The Fed split the difference by turning hawkish on rates but dovish by reducing the pace of QT. Inflation is still too high, but the economy is clearly rolling over. Meanwhile, the very foundations of the UYS dollar system were called into question by Elon’s comment about “magic money machines.”

Executive Summary In this episode of Finance U,  Paul Kiker (of Kiker Wealth Management) and I tackled a range of topics from market volatility, the CPI, and the dynamics of gold and silver, to the intricacies of oil prices and the rising interest rate situation in Japan. Market Volatility and Strategy Noting the lack of…

Is it time to adopt a defensive stance in one’s portfolio? The signs are beginning to mount that a long-overdue market correction has begun.