This week, I did interviews with Market Insider and Mario Nawfal.
On Market Insider, we discussed the surge in global money supply and the Federal Reserve’s continued easing. Their balance sheet has expanded significantly, with printing on the order of a billion dollars a day. This “money flood” is helping push asset prices toward record highs even as inflation risks rise again. We also explored the massive energy supply shock unfolding worldwide, the AI investment boom and whether it could turn into a bubble, developments in bond markets, de-dollarization trends, and practical strategies for investors navigating this complex environment.
On Mario Nawfal’s program, we discussed the fast-moving geopolitical developments involving Trump, Iran, Israel, and Hezbollah. We covered recent escalations and de-escalations, potential ceasefires in Lebanon, Iran’s strong responses and threats to key oil infrastructure like the Strait of Hormuz, and the resulting oil price volatility. We examined physical market tightness shown by large U.S. inventory draws, the difficulties of ongoing negotiations, and the broader economic and energy risks tied to these tensions.
Both conversations highlighted how monetary policy and geopolitical forces are combining to shape today’s markets.
by sand_puppy 
