by
Adam Taggart
Podcast
by
Adam Taggart
In this week’s Off The Cuff I sit down with Wolf Richter to discuss:
- The future implications of rising Treasury yields
- How long can the full-blown mania in the markets last?
- Why Wolf thinks the Fed’s hand will be forced to tighten by rising inflation
- San Francisco homelessness/crime boom a sign of things to come nationwide?
Treasury yields have been rising, with the 10-year just hitting its highest level in nearly a year. What does this signify?
Wolf Richter watches the bond market closely and thinks this is an early tell that the Fed may end up disappointing the markets eventually.
Like many of our recent guest experts, Wolf sees higher inflation ahead. And at some point, he sees the Fed — despite its recent stated willingness to let inflation “run hot” for a while — being forced to try to contain it.
Before it gets to the “unthinkable” stage of raising interest rates, it will use the other arrows in its quiver like slowing/stopping QE and eventually selling assets off of its balance sheet. So by allowing the long end of the Treasury curve to rise now, the Fed may be taking its first baby step towards ending its longstanding easing efforts.
Of course, if true, the ramifications of this are tremendous, as Wolf explains here:
Click here to listen to a sample of this Off The Cuff Podcast
Or Enroll today to access the full audio as well as all of PeakProsperity.com’s other premium content.
Off The Cuff: The Massive Implications Of Rising Interest Rates
PREVIEW by Adam TaggartIn this week’s Off The Cuff I sit down with Wolf Richter to discuss:
- The future implications of rising Treasury yields
- How long can the full-blown mania in the markets last?
- Why Wolf thinks the Fed’s hand will be forced to tighten by rising inflation
- San Francisco homelessness/crime boom a sign of things to come nationwide?
Treasury yields have been rising, with the 10-year just hitting its highest level in nearly a year. What does this signify?
Wolf Richter watches the bond market closely and thinks this is an early tell that the Fed may end up disappointing the markets eventually.
Like many of our recent guest experts, Wolf sees higher inflation ahead. And at some point, he sees the Fed — despite its recent stated willingness to let inflation “run hot” for a while — being forced to try to contain it.
Before it gets to the “unthinkable” stage of raising interest rates, it will use the other arrows in its quiver like slowing/stopping QE and eventually selling assets off of its balance sheet. So by allowing the long end of the Treasury curve to rise now, the Fed may be taking its first baby step towards ending its longstanding easing efforts.
Of course, if true, the ramifications of this are tremendous, as Wolf explains here:
Click here to listen to a sample of this Off The Cuff Podcast
Or Enroll today to access the full audio as well as all of PeakProsperity.com’s other premium content.
by
Adam Taggart
by
Adam Taggart
In this week’s Off The Cuff I sit down with John Rubino to discuss:
- Why the #silversqueeze still matters
- The massive remaining upside for precious metals
- Why the ‘Everything Bubble’ is our most complicated crisis ever
- Steps investors can take to defend against the demise of fiat currencies
Despite #silversqueeze being little more than a flash in the pan media-wise, it’s lasting implications are proving quite substantial.
Retail silver inventory remains exceptionally tight, and premiums remain very high. While the Reddit-sources buyers came and went quickly, the hoopla brought the topic of sound money to many new ears, and precious metals dealers are still seeing a sustained influx of first-time purchases from new buyers who have decided that adding a little gold and silver to their portfolios is a wise move.
This shift in market sentiment towards bullion, especially silver, is helping set the stage for a potentially serious supply shortage ahead should another buying blitz occur.
Of course, the arguments for owning bullion are driven by the dynamics of the Everything Bubble the world now finds itself in, where global fiat currencies are being rapidly devalued in a futile attempt to keep the system from collapsing.
So the endgame looks clearly like a currency crisis — meaning you want to be positioned in assets that will survive inflation. Of course, should the markets correct substantially on the path there (as venerated experts like Jeremy Grantham are warning could happen within the next few months), cash would be a safe place to be when that happens.
How can today’s investors resolve those two opposing — yet both intelligent — strategies?
Click here to listen to a sample of this Off The Cuff Podcast
Or Enroll today to access the full audio as well as all of PeakProsperity.com’s other premium content.
Off The Cuff: Defending Against Fiat Currency’s Demise
PREVIEW by Adam TaggartIn this week’s Off The Cuff I sit down with John Rubino to discuss:
- Why the #silversqueeze still matters
- The massive remaining upside for precious metals
- Why the ‘Everything Bubble’ is our most complicated crisis ever
- Steps investors can take to defend against the demise of fiat currencies
Despite #silversqueeze being little more than a flash in the pan media-wise, it’s lasting implications are proving quite substantial.
Retail silver inventory remains exceptionally tight, and premiums remain very high. While the Reddit-sources buyers came and went quickly, the hoopla brought the topic of sound money to many new ears, and precious metals dealers are still seeing a sustained influx of first-time purchases from new buyers who have decided that adding a little gold and silver to their portfolios is a wise move.
This shift in market sentiment towards bullion, especially silver, is helping set the stage for a potentially serious supply shortage ahead should another buying blitz occur.
Of course, the arguments for owning bullion are driven by the dynamics of the Everything Bubble the world now finds itself in, where global fiat currencies are being rapidly devalued in a futile attempt to keep the system from collapsing.
So the endgame looks clearly like a currency crisis — meaning you want to be positioned in assets that will survive inflation. Of course, should the markets correct substantially on the path there (as venerated experts like Jeremy Grantham are warning could happen within the next few months), cash would be a safe place to be when that happens.
How can today’s investors resolve those two opposing — yet both intelligent — strategies?
Click here to listen to a sample of this Off The Cuff Podcast
Or Enroll today to access the full audio as well as all of PeakProsperity.com’s other premium content.
by
Adam Taggart
by
Adam Taggart
by
Adam Taggart
Total 6303 items
