GIỚI THIỆU VỀ TẬP NÀY
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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Tìm kiếm các tập trước của Actionable Intelligence Alert.
CÁC TẬP KHÁC TRONG PODCAST NÀY
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.
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.
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…
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.
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của John Polomny, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.
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