The Macro outlook is a fun one to cover. Equity markets, US Dollar, Monetary & Fiscal Policies, Precious Metals... There's a lot to unpack.
Where does this all end? Fiscal Austerity or Debt Jubilee? Not Likely. Inflation? Obviously, but less obvious is when. Really enjoyed this conversation with Axel Merk and it's packed full of little tidbits on all things Macro Investing!
🎙 New Podcast Episode
Show Notes
0:00:00 Welcome and context
0:01:27 What is your background?
0:04:50 What's happening in financial markets at the moment?
0:07:25 What is the reflation?
0:11:20 What emerging markets are you most focused on?
0:13:21 How do you think through the current transition?
0:18:44 What are your thoughts on precious metals?
0:24:40 Can investors look at gold as an alternative currency?
0:28:00 What are your thoughts on MMT?
0:30:50 What needs to change so we won't see inflation?
0:35:25 How are governments going to work out the debt?
0:40:01 If you had a magic wand, what would you change first?
0:44:06 What are your thoughts on Bitcoin?
0:48:40 Where can people find out more about you?
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