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Billionaire hedge fund manager says the current asset bubble is more significant than any has seen and even bigger than anything he has ever studied. More positive nuclear energy news articles. The Iranians dumped 100 million barrels of oil on the market over the last three months. Has this contributed to the recent price weakness in oil?
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이 팟캐스트의 다른 에피소드
Back in 2017, Janet Yellen said it was likely we would never have another banking crisis in our lifetime. The whole banking system is a confidence game and these people are just making it up as they go along.
Believe them at your own risk.
With the failure this week of Silicon Valley Bank I believe we are seeing the results of continuing liquidity tightening. If the FED continues raising rates and shrinking its balance sheet you will see more of this.
I had two tranches of coal producer Peabody Energy in the AIA portfolio. I discuss why I bought the shares and why I recently sold both positions for 400-600% gains.
Things are breaking due to rates being too high.
In the past, every time we had a financial crisis the FED always went back to the playbook of papering over the problem.
Are we closer to the end of the tightening cycle or the beginning? What asset classes benefit from a cycle of excess liquidit…
More data sets are lining up to indicate that the economy is weakening and yet the market has been rallying.
My view is the lag effects of the rapid rise in the FED funds rate still have not fully shown themselves in the economy.
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 John Polomny에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
