Global Financial Crisis 2.0: Black Swan Event Coming, What Yield Curve Is Telling Us — George Gammon
(Pt 2/2): Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, interviews George Gammon, investor and macroeconomics expert, who says that a “black swan” event is looming given what the yield curve inversion is telling us. Gammon reveals his “highest conviction” of what the trigger could be going into 2024, discussing a potential China collapse, […]
Economist who forecast 2020 rally says S&P will ‘melt up’ at least 36% by Oct before global ‘bust’
Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, interviews David Hunter, Chief Macro Strategist at Contrarian Macro Advisors who says Markets will rally by October before a major ‘bust’. Hunter argues that we are reaching the peak of a 41-year secular bull cycle and gives his outlook for the global economy over the next […]
Treasury could ‘break’ market as $1 tn of liquidity is drained, this is how to hedge – James Lavish
The Treasury could cause a liquidity crunch and market ‘sell-off’ as it refills its accounts. James Lavish, co-Managing Partner at the Bitcoin Opportunity Fund and Author of “The Informationist” on Substack speaks with Speaking with Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News,and explains how the Treasury could drain $1 trillion in liquidity from […]
True inflation is 2-3 times higher than CPI, government is ‘gaslighting’ us – Michael Wilkerson
True inflation could be 2-3 times higher than CPI, says Michael Wilkerson, CEO and Founder of Stormwall Advisors and Author of “Why America Matters: The Case for a New Exceptionalism.” Speaking with Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, Wilkerson dissects the latest CPI readings, and suggests that inflation could go as high […]
Markets pricing in ‘soft landing’ as inflation cools, this is the ‘biggest risk’ to gold, stocks
David Nelson, Chief Strategist at Belpointe and Host of The Money Runner podcast, joins Gary Wagner, Founder and CEO of TheGoldForecast.com, as part of a panel to deliver their views on the latest CPI data, inflation, and what this means for Fed policy moving forward. Nelson told Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco […]
Yellen can cause ‘breakage’, ‘liquidity crisis’ even if debt ceiling resolved – Lyn Alden (Pt 1/2)
Lyn Alden, Founder of Lyn Alden Strategy, and Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, discuss the debt ceiling , the Federal Reserve’s monetary tightening and how a miscalculation by the Treasury could cause ‘breakage’ and a liquidity crisis after the debt ceiling is resolved. Alden also gives an outlook on gold, Bitcoin, […]
A ‘bull market’ in gold is here as Bitcoin hits bottom, this is what happens next – Charles Morris
Charlie Morris of ByteTree Asset Management joins Ernest Hoffman of Kitco News to explore what’s driving the recent runups in gold and Bitcoin. They discuss the impact of bond yields, US dollar weakness, rising sovereign risk, and the banking crisis, and they also look at ways to combine gold and bitcoin to hedge against inflation. […]
First Republic expected to collapse by Monday, but Fed won’t pivot – Michael Lee
Michael Lee, Founder of Michael Lee Strategy, joins Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News to discuss the unfolding banking crisis in the U.S., including the fate of the beleaguered First Republic Bank. They examine what the latest PCE inflation numbers may predict about the Fed’s upcoming interest rate decision, and why Lee […]
$5k gold in next bull run, but this big problem could ‘tear societies apart’ – Michael Lee
Michael Lee, Founder of Michael Lee Strategy, discusses the latest CPI release, why the Fed is not likely to pivot, and what this all means for stocks, bonds, and gold. He spoke with David Lin, Anchor and Producer at Kitco News. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) […]
Will oil hit $120? This is why energy is 2023’s best bet & how to play it – George Seay
George Seay, Chairman and Founder of Annandale Capital, discusses why he thinks energy is 2023’s best investment. He also spoke with Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, about Federal Reserve policy, why gold performed poorly in 2022, and his outlook on gold in 2023. Follow Michelle Makori on Twitter: @MichelleMakori (https://twitter.com/MichelleMakori) Follow […]
Fed to cut rates as ‘mild’ recession sets in by 2025, these are the assets to watch for – Sam Burns
A recession is likely by 2025, but will be ‘mild,’ according to Sam Burns, Chief Strategist at Mill Street Research. He discusses his inflation outlook, why he expects a future recession to be ‘mild,’ and what all of this implies for portfolio allocation with David Lin, Anchor and Producer at Kitco News. Follow David Lin […]
‘Biggest bubble in human history’ to collapse, this is how to find the market bottoms – David Hay
David Hay, Author of Bubble 3.0 and Partner at Evergreen Gavekal, discusses the anatomy of bubbles, how to identify a market bottom, and how he is positioning himself in this market. He spoke with David Lin, Anchor and Producer at Kitco News. You can find David’s Hay’s substack here: https://haymaker.substack.com/ Follow David Lin on Twitter: […]
Jim Rogers: This is how to survive ‘a lot of pain’ ahead, reveals ‘cheapest’ assets
Jim Rogers, Co-Founder of the Quantum Fund and Chairman of Rogers Holdings, reflects on his life experience as a successful investor, including during the tumultuous inflation of the 1970s, and the lessons he learned. He also discusses central banking, commodities, Chinese economic growth, and motorcycles with David Lin, Anchor and Producer at Kitco News. Follow […]
Housing ‘super bubble’ is popping, here’s how to survive the ‘true recession’ in 2023 – Ted Oakley
Ted Oakley, Founder and Managing Partner at Oxbow Advisors, discusses the FOMC’s upcoming meeting, labor markets, how to select good companies to invest in, a potential housing market downturn, and the upcoming recession in 2023. He spoke with David Lin, Anchor and Producer at Kitco News. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco […]
Emerging markets to rally as the U.S. dollar gets ‘wrecked’ – Michael Gayed
Michael Gayed, Portfolio Manager at Tidal Financial Group, discusses the latest stock market data, tech stocks, and why he thinks emerging markets will rally. He spoke with David Lin, Anchor and Producer at Kitco News. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow Michael Gayed on Twitter: @leadlagreport […]
World War 3 is here, global collapse will pave way for CBDCs & gold can only go up – Gerald Celente
Gerald Celente, Publisher of The Trends Journal, returns to Kitco News to discuss his geopolitical outlook, as well as his forecast for the global economy in 2023. He also discusses specific asset classes such as gold, stocks, and Bitcoin. Celente spoke with Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News. Follow Michelle Makori on […]
Peter Schiff: ‘Inflationary depression’ hitting 2023, stocks, Bitcoin ‘nowhere near bottom’
Peter Schiff, Chief Market Strategist of Euro Pacific Asset Management, discusses the 2023 outlook for inflation, stocks, and gold with David Lin, Anchor for Kitco News. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow Peter Schiff on Twitter: @PeterSchiff (https://twitter.com/PeterSchiff) 0:00 – Leading Economic Indicators 2:10 – Recession […]
Mother of all debt bombs & 9 other megathreats are looming, gold may be best protection – Roubini
Nouriel Roubini, CEO of Roubini Macro Associates and Professor Emeritus at NYU Stern School of Business, discusses his latest book, ‘Megathreats,’ as well as his outlook for 2023 and beyond. He discusses how investors can hedge against looming ‘megathreats,’ using commodities like gold. He spoke with Michelle Makori, Editor-in-Chief and Lead Anchor at Kitco News. […]
‘Fed sledgehammer’ to cause crash worse than 2008, but Bitcoin & Ether to hit all-time highs by 2025
Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, returns to discuss the Ethereum Merge, The Federal Reserve’s rate hikes, and how markets are reacting to Fed decisions moving forward. He also discussed long-term bonds and Bitcoin’s evolution with Michelle Makori, Editor-in-Chief and Lead Anchor at Kitco News. Follow Michelle Makori on Twitter: @MichelleMakori (https://twitter.com/MichelleMakori) Follow […]
Markets are wrong about Fed pivot; expect at least a year-long recession – Danielle DiMartino Booth
Danielle DiMartino Booth, Founder and CEO of Quill Intelligence, returns to discuss whether the Federal Reserve will pivot, quantitative tightening, and how long a U.S. recession will last. She also discusses gold and housing markets with Michelle Makori, Editor-in-Chief and Lead Anchor at Kitco News. Follow Danielle DiMartino Booth on Twitter: @DiMartinoBooth (https://twitter.com/DiMartinoBooth) Follow Michelle […]
Stocks can still fall another 30%; Recession to last until 2023 – Ted Oakley
Ted Oakley, Founder and Managing Partner at Oxbow Advisors, said that despite their rally, stocks are not that great of an investment right now. He also discussed the bond market, real estate, and housing affordability with David Lin, Anchor and Producer at Kitco News. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco News on […]
Unemployment to 6% soon, $12k Bitcoin is next – Alfonso Peccatiello
Alfonso Peccatiello, CEO and Author at Macro Compass, is back to discuss the Fed’s rate hiking strategy, inflationary pressures, bond markets, gold, and Bitcoin. He spoke with David Lin, Anchor and Producer at Kitco News. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow Alfonso Peccatiello: @MacroAlf (https://twitter.com/MacroAlf) Visit […]
The Inflation Reduction Act is a ‘tax-and-spend package’; it won’t work, invest in these real assets
With inflation at 8.5 percent in July, down from 9.1 percent in June, is inflation starting to cool off, or is this just a temporary reprieve? Joining us to discuss these and other issues are Phil Magness, Research and Education Director at the American Institute for Economic Research, and Michael Ashton, Managing Principal at Enduring […]
Can we avoid a recession? 'Markets are responding to shortages' – Mark Skousen
Mark Skousen, Editor-in-Chief of Forecasts & Strategies, says that the U.S. could avoid a recession thanks to low taxes and favorable political developments. He also speaks generally about markets with Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News. Follow Michelle Makori on Twitter: @MichelleMakori (https://twitter.com/MichelleMakori) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow Rich […]
'Prolonged' and 'engineered' recession; Brace for unemployment, real estate decline
Lyn Alden, Founder of Lyn Alden Investment Strategy, and Alfonso Peccatiello, Author of The Macro Compass, join Kitco News for a panel. They discuss whether we are in a recession, how to invest during a recession, labor market problems, and central bank digital currencies. They spoke with David Lin, Anchor and Producer at Kitco News. […]
Stocks won't recover for 10 years; This is how investors survive – Jason Shapiro
Jason Shapiro, Principal at JS Shapiro LLC, talks about his contrarian investing approach, and why he trades based on investor positions, as opposed to price signals. He also discusses meme investing, the Jim Cramer indicator, and how macroeconomics ties into investing. Shapiro was featured in Jack Schwager’s recent book, “Unknown Market Wizards.” He spoke with […]
Peter Schiff: Fed’s real inflation weapon will crash markets; Fake CPI will only get higher
The Fed is fighting the “inflation fire” with a “squirt gun” of a 25 basis-point hike, which is not enough, according to Peter Schiff, Chief Economist and Global Strategist of Euro Pacific Capital. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow Peter Schiff on Twitter: @PeterSchiff (https://twitter.com/PeterSchiff) 0:00 […]
End of bull market? Labor market is heating up, brace for higher wages, inflation – Jim Awad
Nonfarm payrolls grew at 531,000 in October, more than the consensus estimate of 450,000. The unemployment rate has fallen to 4.6%, down from 4.8% the previous month. Jim Awad, senior managing director of Clearstead Advisors said that a recovering labor market is a sign of higher wages to come, which in turn will cause higher […]
China property market may see more pain, though Evergrande crisis may ease
2021-11-08 18:15:00 People look at models of houses at the 2021 Dalian autumn real estate fair at Dalian World Expo Center on October 15, 2021 in Dalian, Liaoning Province of China. BEIJING — Worries about Chinese real estate developers’ high debt levels have rattled investors despite signs that property giant China Evergrande may be making […]
Why the taper will be good for the stock market, according to history
2021-11-07 07:00:40 The Fed is tapering, and unlike the central bank’s 2013 reduction in monthly purchases of Treasury bonds and mortgage-backed securities, the stock market took it in stride. Or did it? When then-Fed chair Ben Bernanke surprised the market in 2013 with an indication the Fed would end its bond buying, stocks declined by […]