Explore every episode of the podcast Money, Markets & New Age Investing
| Title | Pub. Date | Duration | |
|---|---|---|---|
| S3 E11: Taking a Macro-Market Victory Lap | 07 Sep 2025 | 00:35:26 | |
In today's podcast Greg rewinds to review his January 2025 Year-Ahead Outlook, his major macro-market trading/investment "themes": -- Consumer Cocoon/Credit Crunch -- Fed Acquiescing to Higher Rates of Inflation -- Yield Curve Steepening -- US Dollar Depreciation and Geo-Political Realignment -- Rotation of Wall Street Money into Precious Metals Mining Shares Indeed, as of September 5th these themes have been DOMINANT as per their influence on the global markets, particularly when it comes to the stellar outperformance by Gold & Silver Mining Shares/ETFs. Greg takes a look at how his top picks in the Mining sector have performed over the last fifty-two weeks, most with TRIPLE-DIGIT rates-of-return!!! Hopefully listeners and followers took full advantage of Greg's keen and prescient insights, instincts, and investment recommendations!!! https://twitter.com/money_podcast | |||
| S3 E10: Mission Impossible...Teaspoons of Sand | 04 Aug 2025 | 00:32:22 | |
In this episode of Money, Markets & New Age Investing Greg puts forth a new macro-thematic thought process as a way to answer what has become THE MOST asked question of the year…"why now, why after decades of worry, does the US Public Debt MATTER???" The answer is simply physics, and a study of "stabilization" and "rotational angles", and the physics behind how a seesaw "works". Just like Greg's "Debt Black Hole" analogy...the "see-saw", Pete Seger's "Teaspoons of Sand" theory, and the dynamics linked to mass, weight, and angles...to suggest that see-saw has FLIPPED, away from GDP growth, Income growth, Discretionary Spending growth...and the see-saw is now weighed-down by TRILLIONS of spoonful's of sand, which now FAR "outweighs" the economy's capacity to produce growth, without relying on even MORE DEBT. The Fed remains behind-the-monetary-policy-curve, and the Mortgage REITS, Property Developer's shares, the Dow Transportation Average, and Consumer Discretionary sectors got WHACKED last week, as the Fed is facing a Housing market CRISIS, Deflation in the Labor market, a Consumer Credit contraction, and NOW HIGHER INFLATION thanks to Trump's tariffs. The Consumer has reached the tipping point. The Mortgage market has reached the tipping point. The Housing market has reached the tipping point. The Labor market has reached the tipping point. And without the Fed, the Stock-Bond Ratio stands directly in HARM'S WAY, at its most over-valued level EVER, by a factor of more than 2:1, beyond the high in 2000, the high in 2007, and the high in 2018, all of which preceded a MAJOR decline in equity indexes. Yes, the Stock market has also reached...a tipping point...particularly when stock indexes are compared to Bonds and/or Gold. What to do??? Start by listening to today's episode, and for Greg's recent US Macro-Market Special Focus, 47 pages of mega-cool charts and thoughts...email Greg directly at gregweldon@weldononline.com https://twitter.com/money_podcast | |||
| S3 E9: Debunking the Macro-Economic Myth that the U.S. Consumer & Labor Market are Strong | 13 Jul 2025 | 00:35:39 | |
The current macro-economic “narrative” is as follows: 1. The Consumer remains "strong", with a "healthy" Balance Sheet 2. The Labor Market remains "solid." In today's podcast I use FACTS, data and simple mathematics to COMPLETELY blow up that narrative and debunk the greatest macro-economic myth out there right now, that the Consumer remains in a "strong" position, with a "healthy" balance sheet, and that the Labor market remains "solid". The macro-economic data is SOLID, in suggesting the complete OPPOSITE is true, that the Consumer is CHOKING, their Balance Sheet imploding, and a Consumer Cocoon and Credit Crunch is now well underway, more so as the Labor market gets a whiff of outright DEFLATION in the June Employment Situation Report for June. Throw in the New York Federal Reserve Bank's June Consumer Survey, revealing that Consumers fully expect that "real" (inflation-adjusted) Wage-Earnings-Income will DEFLATE by anywhere from (-) 0.7% to as much as (-) 2.1%, depending on Income Level, with those Earning $50,000 per year or less getting CRUSHED!!! As for the Labor market, if not for a +329,000 increase in the Number of People NOT in the Labor Force (AKA dropouts) the Unemployment Rate would have RISEN, as 8 of 19 industries tracked by the BLS posted OUTRIGHT JOB LOSSES, the most in four years ... while Average Weekly Earnings DEFLATED in June, as 14 of 19 industries reported LESS Hours Worked, with the Aggregate Hours Index, used by economists as a proxy for GDP, posted a (-) 3.6% annualized contraction!!! And, Revolving Credit has been DEFLATING on a monthly, and year-year basis, something seen only two other times in US History, in 2008-09 global financial crisis, and the 2020 global health crisis ... thanks in part to a RARE DECLINE in PCE Personal Income, which fell (-) $125 billion in June, leading to an across-the-board decline in Spending!!! Strong??? Yeah, NOT Healthy??? Yeah, NOT Weak??? Hell Yes!!! ILL??? Hell Yes!!! So, what to do, investment wise?? If not, get some NOW!!! https://twitter.com/money_podcast | |||
| S3 E8: Is Bitcoin the New T-Bond & Gold the New Dollar? | 24 May 2025 | 00:32:46 | |
As a tsunami of "supply" rolls towards the shores of the US Treasury market ... it’s hard to envision how US Bond yields don't rise further unless, or more realistically until, the Fed takes action, taking the 30-Year T- Bond above 5% and calling into question the underlying "credibility" of the US Bond market. Indeed, the top-down secular fundamentals for both the US Treasury market and the value of the US currency is DECIDELY BEARISH, as it pertains to the Debt Black Hole the US has entered. Oddly enough, Greg has noted a "tight" and intensifying positive correlation between the yield on the US 30-Year T-Bond and the price of Bitcoin. In fact, the ONLY time BTC (spot futures) has been above $100,000 has correlated with a move in the US 30-Year T-Bond yield above 5%. Moreover, BTC is breaking out on a long-term trend basis versus the 30-Year T-Bond (price) and has reached a NEW ALL-TIME HIGH versus the Treasury market AND the US stock market, on a Ratio Spread basis. ONLY Gold is holding firm WITH Bitcoin...precisely as Greg has been highlighting for months. Find out WHY Greg asks the question, Is Bitcoin the "new" T-Bond, and is Gold the new "US Dollar"? And find out WHY Greg believes the simple "math" is MORE than the Bond market can handle and could be THE "cause" that drives the Fed into acquiescing to higher inflation, to protect growth and the Bond market. https://twitter.com/money_podcast | |||
| S3 E7: What? Me, Worry? | 22 Apr 2025 | 00:24:46 | |
At the risk of aging myself, I vividly remember Mad Magazine as a kid, and the goofy, enigmatic, care-free character Alfred E. Neuman. Alfred was famous for being care-free with the buzz phrase..."What, Me Worry?" As the Trade War intensifies, I ask, who is "worried" out there? Well Donald Trump is hoping China is worried. The Donald is hoping that Fed Chair Powell is worried. But both of these individuals are giving us their BEST "Alfred E. Neuman" imitation. What? Me, Worry? Powell can "wait", he is NOT worried. Xi Jinping can "wait", as he just secured a $400 billion trade surplus windfall, thanks to a pre-tariff BOOM in Exports. There is NO inflation in China. Retail Sales are growing at a near +6% year-year rate. Industrial Production is surging, the Labor market has stabilized, the stock market is NOT plunging like it is in the US, leaving only the deflated Property market (and maybe the Banks) as a potential source of worry. Bottom line, Xi is NOT "worried". Trump has tried to bully both Xi and Powell...but neither are worried, and neither has flinched (nor is likely to anytime soon). The ONLY people who are WORRIED right now...US Consumers, and US Equity market bulls. This has been bearish for the USD and Stock Indexes...and wildly bullish for Gold and Canadian Gold Mining shares, JUST LIKE I'VE SAID IT WOULD BE since January, and more specifically in the last several episodes of Money, Markets & New Age Investing. https://twitter.com/money_podcast | |||
| S3 E6: The Federal Reserve Confirms, Stagflation IS the New Trend! | 24 Mar 2025 | 00:28:53 | |
Stagflation, Supermassive Debt Black Holes, Consumer Cocoons, FOMC Policy, Trump Tariffs, the Financial pop-media, the Stock Market, US Dollar and Gold...Greg "talks" all these topics in this recent interview, hosted by an industry legend, the original Wall Street Whiz Kid, Peter Grandich, one-time agent and money manager to some of New York's most iconic professional athletes, now retired. https://twitter.com/money_podcast | |||
| S3 E5: The Perfect Storm | 08 Mar 2025 | 00:28:59 | |
A multitude of macro-monetary storm fronts are converging on the US Dollar and are coming from a variety of directions, putting the US currency on the defensive, and opening the door for a technically significant violation of the multi-year bull market trend. Indeed, the US Dollar is on the verge of executing a major long-term, secular-trend-reversal to the downside, one that would (will) carry serious, game-changing consequences for ALL major markets, particularly as Germany and France move towards fiscal loosening, debt expansion, and money printing to pay for increased defense spending, driving the EUR sharply higher, and as Eastern European currencies soar on hopes for an end to the Russo-Ukraine War. Throw in a US consumer who remains in the chokehold of inflation and is ready to "tap out", as Tariff Wars pushes inflation expectations dramatically higher, AND mix-in a mini-meltdown in asset prices linked to Semiconductor sector and Crypto...and BAM, the Perfect Storm is forming! In today’s episode of Money, Markets & New Age Investing, "The Perfect Storm". I will share with you where you might seek "cover" from the storm! https://twitter.com/money_podcast | |||
| S3 E4: Macro, Micro & Markets - It is Time to Act! | 08 Feb 2025 | 00:31:47 | |
In this episode Greg discusses: The two biggest macro-economic dislocations in US history, as the main secular "themes" for 2025 (and beyond). The micro-details in the form of the simple mathematics that clearly illustrate and define those two macro-dislocations. And the markets...what to do! Two specific strategies that anyone can deploy within the stock market to help protect the purchasing power of your money, income and wealth. https://twitter.com/money_podcast | |||
| S3 E3: Crossing the Macro-Event Horizon | 12 Jan 2025 | 00:33:00 | |
Among several macro-themes I pushed during last January's 2024 Outlook, I note three that are intertwined with the US Consumer: https://twitter.com/money_podcast | |||
| S3 E2: The US Fed Acquiesces to Higher Inflation | 22 Dec 2024 | 00:30:18 | |
By deciding to cut their Fed Funds Policy Rate this past week, amid a renewed rise in CPI price indexes is a clear sign that the FOMC is "acquiescing" to higher general rates of inflation. https://twitter.com/money_podcast | |||
| S3 E1: The New D.E.I. | 19 Nov 2024 | 00:28:56 | |
In Episode One of Season Three of Money, Markets & New Age Investing Greg Weldon defines the new "D.E.I." for the next four years in the US under Donald Trump. https://twitter.com/money_podcast | |||
| S2 E12: Vladimir is Bullish on Silver & Bitcoin | 20 Oct 2024 | 00:34:25 | |
Vladimir Lenin once said... https://twitter.com/money_podcast | |||
| S2 E11: The US Dollar - Exposed as "The Emperor Has No Clothes" | 16 Sep 2024 | 00:31:19 | |
The "Twin Towers" are gone, but never forgotten. Greg worked in Four WTC for several years, and in the adjacent World Financial Center as well, so it is with all humility and respect that he discusses the macro-economic version of the "Twin Towers", because they are back, standing taller than ever, and putting the US Dollar in harm's way. Greg speaks to the records being set within BOTH the US Federal Budget data, and the US Trade data, as the Twin Tower DEFICITS are a BIG problem, again. https://twitter.com/money_podcast | |||
| S2 E10: I Won't Say I Told You So... | 05 Aug 2024 | 00:29:28 | |
It's Season Two, Episode Ten and Greg reviews the dramatic shift in the monetary policy narrative from the Federal Reserve this past week, away from "fighting inflation" to "protecting the economy", following yet another in a string of EXCEPTIONALLY WEAK economic data, culminating in a nightmarish Employment Situation Report on Friday from the BLS. https://twitter.com/money_podcast | |||
| S2 E9: Trading Lessons From the Original Market Wizards | 14 Jul 2024 | 00:33:06 | |
In Episode 9, Greg introduces his new Three Podcast Special Series, "interviews" with a handful of the greatest money managers/traders of all-time, thanks to his colleague of many years, the legendary Jack Schwager, author of the must-read and top-ten all-time financial market book, "Market Wizards". https://twitter.com/money_podcast | |||
| S2 E8: There is NO Debating the Current Health of the Economy! | 29 Jun 2024 | 00:30:46 | |
There was a mind-numbing Presidential debate this week on national TV, but there is NO "debating" the facts:
https://twitter.com/money_podcast | |||
| S2 E7: Powell Taps Out | 19 May 2024 | 00:24:04 | |
First, don't miss the offer of a FREE Chart Book that accompanies this Episode, with dozens of cool charts on Consumer Credit, Delinquencies, Household Finances, Inflation, Retail Sales, and, ALL the markets we are currently involved with, Financials, Utilities, Consumer Staples and Utilities along with the US Dollar, Gold, Silver, Platinum, Copper, Base Metals, Uranium, Natural Gas, Bitcoin, Ethereum and more! Email us at sales@weldononline.com to request this FREE Chart Book. As for "Powell Taps Out", Greg notes that at the May FOMC meeting, as he did in March, Jerome Powell offered subtle yet significant "signals" that the Fed has no interest in raising rates again, and that eventually there will be rate cuts. But nuance speaks more loudly, as the Fed is increasingly signaling that they are willing to acquiesce to higher general rates of inflation, and inflation expectations, as long as the labor market remains relatively "tight" and the Consumer continues to spend. But the latter point is coming under attack, even as Powell's "downshift" in the policy narrative is causing ALL asset prices to appreciate, primarily because as US interest rates fall, again, the US-EU (German) Rate Spreads are narrowing, among others, meaning a lower premium is being paid to holders of Dollars, versus other currencies. A lower US Dollar is bullish for stocks, but in times of inflation a lower USD is MORE bullish for commodities, especially Precious Metals (Gold, Silver, Platinum) and commodities in short supply (Copper, Cocoa, Coffee, Wheat, Energy). Indeed, increasingly hard assets are outperforming paper assets, specifically over the last two weeks since our last podcast. https://twitter.com/money_podcast | |||
| S2 E6: US Stocks - Exit Stage Left? | 30 Apr 2024 | 00:22:35 | |
The S+P 500 has risen by +50.8% since the October 2022 low. The XLK S+P Information-Technology ETF has risen by +88.0% since the October 2022 low. And since just last October the NASDAQ-100 Index has risen by +31.2% . The last six-months of this massive bull move in US stocks has been driven by three themes: · Expectations of Fed rate cuts in 2024 · AI and chip stocks · The perception that the Consumer is "strong"
https://twitter.com/money_podcast | |||
| S2 E5: Central Bank MoneyFest 2024 | 23 Mar 2024 | 00:34:05 | |
Twenty-two global Central Banks held meetings this past week to decide what, if any, changes they would make to their monetary policy stance. More than one-third of those Central Banks (8) voted to CUT their official short-term Policy Rate, TWICE as many as voted to raise rates (4), while 10 of 22 left policy unchanged. https://twitter.com/money_podcast | |||
| S2 E4: Captain Crunch...Are We Headed for Global Credit Crunch? | 10 Feb 2024 | 00:30:50 | |
You have heard me warning about a coming crisis in US Commercial Real-Estate and how it would link to Small Banks, not only here in the US, but around the world. Moreover, I warned in December about Small Bank Balance Sheets, and cited that as the likely REASON WHY the Fed abandoned their hawkish rhetoric at the year-end meeting. https://twitter.com/money_podcast | |||
| S2 E3: A Global-Macro Economic Trilogy | 16 Jan 2024 | 00:30:17 | |
In Episode #3 of Season Two Greg offers an in depth look at three countries which reflect the three primary and dominant macro-economic "backdrops" - Stagflation, Inflation and Deflation. https://twitter.com/money_podcast | |||
| S2 E2: What Does the FOMC Know, That the Markets Don't? | 18 Dec 2023 | 00:28:22 | |
What Does the FOMC Know, That the Markets Don't? The Fed went "Mandelbaum" on the markets..."taking it up a notch", like the famed supporting character in the US sitcom "Seinfeld", an 80-year-old workout guru and Jerry's personal trainer Izzy Mandelbaum. But WHY? With inflation at 3% to 4%, the 5.5% FF Policy Rate is "sufficiently restrictive", and thus right where they want it to be. Moreover, inflation remains sticky in many staples and embedded in housing and services. So WHY the DRAMATIC and abrupt 180-degree about-face in monetary policy? Does the Fed know something the markets don't? Perhaps, The Fed is moving to protect something other than the economy...maybe there is an issue with credit conditions and the BANKS? https://twitter.com/money_podcast | |||
| S2 E1: Is US Real Estate Ready to Rock and Roll Again in 2024? | 20 Nov 2023 | 00:33:26 | |
What began as the smallest of dovish comments among a broad range of hawkish “Fedspeak” from Chairman Powell in his post-FOMC press conference earlier this month, became a rallying cry for many market participants wanting to celebrate their belief that Fed is positioning itself to REFILL the proverbial monetary "punch bowl“… https://twitter.com/money_podcast | |||
| Episode 16: Jerome Powell, Federal Reserve Chairman...or...Con Man? | 06 Nov 2023 | 00:33:34 | |
I asked rhetorically in a research piece I wrote last week...is Jerome Powell a "con man"? And rather than a dovish stance, he in fact clearly stated that IF the economy continued to grow at a rate above trend, it "could cause the Fed to tighten further". And if "stagflation" becomes the dominant macro-trend, what action should investors take to protect their money and wealth? I discuss this, and SO MUCH MORE, in today's episode of "Money, Markets, and New Age Investing.” https://twitter.com/money_podcast | |||
| Episode 15: The Perfect Geopolitical Storm | 16 Oct 2023 | 00:30:23 | |
Just as inflation has retreated and it at least appears that a soft landing is not such a far-fetched thought as we once might have believed, BAM, the "perfect storm" is unleashed on the markets in the Middle East, in what could become a worst-case-scenario.
https://twitter.com/money_podcast | |||
| Episode 14: One Thing Leads to Another | 30 Sep 2023 | 00:35:05 | |
Irresponsible money printing and out-of-control deficit spending, exacerbated by (ongoing) supply-demand fundamentals that are increasingly skewed towards supply side issues (AKA shortages relative to demand) leads to inflation (AKA more money chasing fewer goods). Inflation leads to a decline in the purchasing power of paper currencies (globally), which in turn leads to an overtly and unrelentingly hawkish monetary policy from Central Banks, in our case the Federal Reserve Bank. A "restrictive" monetary policy leads to rising Bond yields (which is now turning into a global Bond market mini-melt-down), an exponentially higher cost to carry debt or borrow money and a rising US Dollar (given the fact that US interest rates have, and are, rising faster than most any other G-20 country). Higher interest rates AND an appreciation in the currency leads to...tightening monetary conditions...less willingness and ability to borrow or lend, by companies, households, and banks...raising of cash and selling of securities by banks...emerging market currencies plunging in value, many to new multi-year or all-time lows...a crack in Gold and other commodities aside from Energy...and (seemingly) suddenly the specter of a sell-off in stocks appears, causing equity indexes to shudder and shiver a little. One thing leads to another ... and ALL of this likely leads to a global recession. Have we seen this before?? Does this "look" and "feel" like...1987? Greg Weldon has been a professional trader-advisor and research provider through ALL of those time frames, and he says it feels, looks like, and seems like ALL of those times, and then some. Find out why in "One Thing Leads to Another", as Greg takes you "back to the future" once again, to get a glimpse of what the future is most likely to bring. ALSO, make sure to sign up on YouTube /user/GregoryWeldon to get "In a Macro-Market Minute", a free, daily, sixty-second video covering the topic Du jour, to see ALL the charts and overlay comparisons Greg mentions in today's podcast.
https://twitter.com/money_podcast | |||
| Episode 13: Just the Facts Ma'am, Just the Facts! | 10 Sep 2023 | 00:30:39 | |
In this business one must put ego aside and be willing to be wrong, a lot. Success comes down to unearthing the facts, digging deep into the data-details, connecting the dots globally, and putting ALL the little pieces together to build a picture that reflects the FACTS as they relate to the current situation. I construct the puzzle from scratch in today's podcast, AND, more importantly, offer my thoughts on what to do with these facts, strategically speaking (AKA the preferred optimum investment focus). From US Government handouts (Transfer Payments) to the impact on Food inflation from El Nino, from the crash in the US Mortgage market to the souring sentiment among US Consumers linked to their financial situation, from the upside breakout in the share price of International Business Machines (IBM) to the intensifying erosion in the Labor market, from the bullish fundamental FACTS behind the rise in Crude Oil and Uranium prices down to how to best "play" those markets...Money, Markets & New Age Investing has YOU COVERED! https://twitter.com/money_podcast | |||
| Episode 12: Jerome "The Undertaker" Powell in a Steel Cage Death Match | 26 Aug 2023 | 00:30:59 | |
Is it Mark William Calaway? … or Jerome Powell? … will the REAL "Undertaker" please stand up! https://twitter.com/money_podcast | |||
| Episode 11: The US Consumer Goes to War, Investors Need to Prepare! | 13 Aug 2023 | 00:27:36 | |
The average Consumer in the US has been forced to borrow money just to pay the monthly bills, and while Consumers have exhaled a sigh-of-relief as inflation spiraled back "down" to 3%...little do they realize the WAR is not over. No, the war has only just begun, as the "base effect" in Energy, THE primary force that drove inflation lower, is done, finished, over, GONE! ...to be replaced next month by a sharp year-year INFLATION in Gasoline, which will could well drive the rate of CPI inflation back above 4%. In the meantime, China's trade surplus hit $80 billion, and is tracking at greater than $1 trillion for the year, while at the same time they are hoarding supplies of Crude Oil, Copper, Wheat, and Soybeans, much of that sourced from Russia and Saudi Arabia. The US consumer, not to mention equity market investors are already "at war", as is the US, in a financial asset and natural resource WAR with the new Axis-of-Power, China-Russia-OPEC. For investors it is time to take action and have exposure to specific key commodities and currencies, as the task of keeping pace with the debasement of paper money is about to intensify. Greg details some of the Energy linked ETFs that individual investors should consider, and offers a FREE special report on the entire sector, including the individual Petro-patch shares. https://twitter.com/money_podcast | |||
| Episode 10: Are You Guys Playing Cards? | 12 Jul 2023 | 00:31:26 | |
The infamous "line" from the Hollywood classic "Animal House", when freshman Delta pledge "Flounder" walks into a smokey room with frat brothers sitting around several poker tables and cluelessly asks … "Are you guys playing cards?" Today, Greg asks that question of the Fed … using the Fed meeting Minutes from the June Central Bank pow-wow as the likely answer, and then delves into the intricacies and nuance of high stakes poker, the kind of game global Central Banks are now "playing" in terms of when to "fold" their hawkish rate-hiking "hand". Indeed, an end to tightening campaigns AND a move back to CUTS in Policy Rates is a trend that is already emerging in Asia where inflation has COLLAPSED in several key countries. Moreover, the US labor market data last Friday revealed forward "tells" that suggest the END is NEAR for employment growth … and this puts the US Dollar back "into play" … which in turn puts the Commodities, Bonds, and even the Stock market back on the table, in terms of owning non-dollar assets. This approach would also include having "long exposure" to Gold, the Mining Share ETFs, and, though Greg forgot to mention it, Bitcoin and Ethereum too. https://twitter.com/money_podcast | |||
| Episode 9: El Nino...Godzilla Rising from the Pacific | 21 Jun 2023 | 00:25:51 | |
In Episode #9, before Greg gets to the intensifying and already vicious El Nino that has become dominant in the Pacific Ocean...he discusses the Fed and monetary policy, the disinflation in the year over year rate of change in CPI inflation to just 4%, and the polarized price action in the US Dollar. https://twitter.com/money_podcast | |||
| Episode 8: Jerome Powell, Economic Executioner? | 20 May 2023 | 00:28:39 | |
While all focus is on the “Debt Ceiling” buffoonery...the Retail Sales report revealed DEEP and DEEPENING contraction in Sales within nearly EVERY type of Discretionary sector-industry…particularly the heretofore resilient Building Material and Garden Supply stores. At the same time the Fed continues to turn apathetic and complacent phrase when asked about the banking system, saying they EXPECT further tightening in “credit conditions”, and they continue to verbally “attack” the labor market. How far will the Fed go to fight off thoughts, already priced into the markets, of Fed rate cuts by year end, a lower dollar, Gold above $2000 and stocks breaking out towards new highs?? How MUCH PAIN is Powell willing to inflict?? Is it possible he could bring the guillotine down on CREDIT GROWTH just as growth SOARS to newer-new record highs?? Is Powell willing to release the guillotine over the neck of the consumer, and thus the economy?? And if so, what should we as investors do about it?? All this and much more, in Episode #8 of “Money, Markets & New Age Investing” https://twitter.com/money_podcast | |||
| Episode 7: The Charmin Soft Economy | 23 Apr 2023 | 00:37:20 | |
Ahead of the May 3rd meeting of the US Federal Reserve Bank's FOMC (Federal Open Market Committee) the debate is raging ... will and should the Fed hike their official short-term interest (policy) rate again, or not. The year-year rate-of-change in the US Consumer Price Index has disinflated to "only" +5.0% amid a massive single-month decline posted for March as the Energy "Base Effect" started to impact the data. This is a phenomenon that becomes much more intense, and potentially disinflationary, over the next three months, with the potential to bring the PCE inflation rate down to a "three-handle" (AKA three-something percent on a year-year basis). If that happens, and it will unless Gasoline prices SOAR in the next 6-8 weeks (certainly possible, but not likely, even in the face of a deep year-year deficit in US inventories) ... then at the Fed's CURRENT Fed Funds Rate of 5% (top end of the range) monetary policy would finally reach the Fed's objective, by becoming "restrictive". Consider that the three most used words in the Fed's own Beige Book were "soft", "softer", and "softened" ... and ... that the CB noted that the US consumer is in retreat, demand is softening, and even the labor market is loosening. Within that context I must ask WHY??? WHY in The Charmin Soft Economy" does the Fed need to raise rates again, and risk causing a FURTHER tightening in "credit conditions", the VERY LAST thing the Fed, or anyone else, wants right now. There is A LOT going on, but there are ways to benefit from the market action, within the context of what is coming next. Greg discusses ALL of this, and then some, in Episode 007 of "Money, Markets & New Age Investing." And make sure to take advantage of the offer for some free material at the end of this podcast. https://twitter.com/money_podcast | |||
| Episode 6: US Fed Pours Ether on the Fire | 30 Mar 2023 | 00:36:12 | |
Over the last fifty-two weeks Bitcoin has outperformed the US Stock market (S+P 500 Index) by +42.9%, while Ethereum has outperformed the S+P 500 by +27.2%, and Gold has outperformed by +17.0% despite a +4% appreciation in the US Dollar Index over the last year. The FOMC’s about-face on Balance Sheet “shrinkage” (AKA QT) and expansion of $297 billion in a single week, THE LARGEST EVER (excluding three consecutive weeks at the height of the pandemic), has shaken markets … and is the final piece of a bigger picture dynamic that is BULLISH for Bitcoin, Ethereum, Gold, Silver … and even the Precious Metals Mining ETFs and individual shares. Greg walks through ALL the macro-math, the economic data, and dives deep into the price action in Fixed Income, Foreign Exchange, Stocks and Commodities … not to mention Crypto. https://twitter.com/money_podcast | |||
| Episode 5: Back to the Future?...or...1978-79 All Over Again? | 05 Mar 2023 | 00:30:49 | |
Fed Chairman Jerome Powell has summoned the ghost of Paul Volcker, circa 1978, with a monetary regime that is hell-bent on generating PAIN, economic pain, as a means to "defeating" inflation. Powell has pledged to use the Volcker "playbook", draconian rate hikes that squelches final demand to bring it into line with lower supply, even if it means sparking a recession. But it goes further, as Powell cannot justify pausing the monetary tightening until there is DISINFLATION in ASSET PRICES too! Pain in stocks, and a Gold price that is NOT threatening to bust through $2000 and reach record highs. But there's more … MUCH MORE … the ECB, European inflation, money supply deflation, and shrinkage in the demand for credit … not to mention one of the MOST VICIOUS debasements of the purchasing power of a currency we've seen in years, taking place in Turkey, with the deepest ever trade deficits, a CB that is cutting rates into a Lira depreciation, where it takes five times as many Lira to buy an ounce of Gold as it did in 2019, and Food inflation running at +70% year over year. A crisis in the making? https://twitter.com/money_podcast | |||
| Episode 4: Global Debt … An Ace-High Royal Flush | 25 Jan 2023 | 00:33:55 | |
Greg discusses the UNPRECEDENTED growth in debt during 2022, both public debt and private debt, with the understanding that reliance on printing exponentially more and more money, as a means of economic survival, is ultimately a losing hand. This is especially true when Global Debt holds an unbeatable hand, an Ace-High Royal Flush, suited in Diamonds (for the obvious irony) … 10 of Diamonds is Private Debt (Consumer, Corporate, Unfunded Pensions) … Jack of Diamonds is CB Balance Sheets … Queen of Diamonds, International USD Debt … the King of Diamonds is "Public" Debt (AKA Government Debt) … and the Ace of Diamonds is the INSANE amount of Derivatives carried by global Commercial and Central Banks, which now totals … well, you have to listen to get that shocking figure!!!!! NOW more than EVER, it is paramount that you protect the purchasing power of your wealth, as onerous debt levels will demand additional debasement of paper currencies, everywhere. https://twitter.com/money_podcast | |||
| Episode 3: For Better, or Worse? Are US Households "Better Off" Than New Year's 2022? | 29 Dec 2022 | 00:39:17 | |
Wow, SO much to talk about in Episode #3. Greg starts with a discussion of US Household sentiment as it pertains to their current/future financial "situation", for better, or worse. Further, he looks back at inflation in 2022, linking it to depleted Household Savings, record consumer credit creation, and outright deflation in "real" wages-income, along with a massive "liquidity drain" in the monetary system and Bond markets, with the latter becoming unstable at times. Then he looks ahead to 2023 to note a broad range of intensifying risk factors, specifically as it applies to ever-more-acute RISK to all paper assets. And finally Greg continues to tackle the question, "what to do", as keeping pace with officialdom's perpetual debasement of the purchasing power of paper currencies becomes increasingly difficult. As such Greg opens the discussion to the world of Foreign Exchange, Agricultural Commodities, Metals, and Energy. https://twitter.com/money_podcast | |||
| Episode 2: Is Silver "Dirt Cheap" Relative to U.S. Stocks? | 12 Dec 2022 | 00:37:06 | |
**Please excuse the sound quality, our new audio set up will be in place for Episode 3, thanks for your patience** In Episode 2, Greg discusses this week’s meeting of the Federal Open Market Committee amid the expectation that the US Central Bank will raise their official policy rate, again. Greg talks about inflation rates receding and what happens as the US Dollar begins to retreat, and Gold begins to rally. Moreover, Greg gets more in-depth with the actual execution of a specific trading recommendation and how to approach the all-important risk management consideration. And finally, Greg asks (and answers)... is Silver “dirt cheap” relative to the US stock market??? https://twitter.com/money_podcast | |||
| Episode 1: The Purchasing Power of Your Money is Under Attack | 17 Nov 2022 | 00:26:55 | |
You see it in the weather, extremes at both ends of the spectrum, record heat, record cold, record floods, record drought and for sure you see it in politics, the far right and far left are both increasingly loud and militant, there is little middle ground anymore. I am talking about polarization...you see it in human behavior all over the place, on the road, in the stores, in your neighborhoods, and it is acutely and significantly impacting the economy and markets. It is a NEW AGE and never before has it been more important to protect the purchasing power of your paper wealth. In our premier episode Greg Weldon lays the groundwork for how he is going to help you do just that! https://twitter.com/money_podcast | |||
| Trailer- Introduction to Money, Markets & New Age Investing | 01 Nov 2022 | 00:01:45 | |
Your introduction to the new podcast, launching this month...Money, Markets & New Age Investing with your host Greg Weldon. We are excited to have you on this journey with us! https://twitter.com/money_podcast | |||