To download the podcast – Right mouse click here (duration 37:25)
-A discussion of the framework behind my conclusions. I need to preface my analysis with a background behind the QE concept.
-My analysis and observations, and why I am viewing the current inflationary “crisis” as an everlasting development rather than one that will fade soon.
-There are two likely scenarios here;
- The PTB are attempting to unwind as much of the CB balance sheets as they can and raise interest rates as high as possible before the next staged crisis or,
- The PTB intend to grind us to a nub over the next couple years, which will facilitate the next crisis.
I will tell you which scenario is more likely.
-Knowing what we know about the objectives of the Great Reset, it is impossible to disregard the catalysts that caused this crisis as being accidental or coincidental.
-Is the Fed willing to send us into a full-blown recession in order to quiet inflation? Does it really matter and is that just a red herring?
-In an either/or outcome, I would rather have low interest rates and a recession than high growth and higher rates. The consensus for future price increases keeps undershooting the actual data.
-What are the best courses of action for real estate investors? What about SFR landlords?
-Value stocks always outperform in these situations.
-Which investments provide us with the most protection?
-What do I think is going to happen to bitcoin soon?
-My observations on investor nonchalance in many sectors.
-The demographics of investor denial; the younger they are the more denial.