Hello. Heads up.. This week’s Hartnett Walkthrough is intense.
Contextually he calls back concepts like: Secular inflation, commodity shortages, and geopolitical unrest. Much of his report dovetailed into topics discussed here over the past 2 years like Anti-Goldilocks, Mercantilism , and Economic enginesto name 3. In doing this he concludes inflation will average much higher than its current level.
Further, his work calls back some things Zoltan Pozsar said and we elaborated on over that time including Commodity Crisis and Inflationary Headwinds first discussed on detail back in 2022.
They are the most important secular themes (since Covid) determining macro markets for the past 4 years, and likely the next 6 if Hartnett is right here. As such, today’s Podcast touches on those secular topics above extensively.
If you are a veteran GoldFix reader, you should enjoy the observations.
If you are interested in Hartnett, suggest listening to all of it because these are the contextual trends correctly identified and elaborated on by Pozsar, Hartnett, and VBL GoldFix, since 2022.
Podcast Topics
1. Introduction
2. The Significance of Zoltan Pozar's 2022 Predictions
3. The East's Global Labor Strike: A Response to Western Dominance
4. The Dollar as a Tool of Western Economic Control
5. Hartnett's Analysis of the Current Economic Environment
6. The Transition from 2% to 5% Inflation: Structural Shifts in the Economy
7. The Role of China in the Global Economy: Exporting Deflation
8. The Impact of Protectionism and Mercantilism on Global Markets
9. The Future of Commodities: Secular Bull Market in the 2020s
10. Conclusion: Preparing for the New Economic Era
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Addendum to Hartnett Walkthtrough
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Hello. Heads up.. This week’s Hartnett Walkthrough is intense.
Contextually he calls back concepts like: Secular inflation, commodity shortages, and geopolitical unrest. Much of his report dovetailed into topics discussed here over the past 2 years like Anti-Goldilocks, Mercantilism , and Economic engines to name 3. In doing this he concludes inflation will average much higher than its current level.
Further, his work calls back some things Zoltan Pozsar said and we elaborated on over that time including Commodity Crisis and Inflationary Headwinds first discussed on detail back in 2022.
They are the most important secular themes (since Covid) determining macro markets for the past 4 years, and likely the next 6 if Hartnett is right here. As such, today’s Podcast touches on those secular topics above extensively.
If you are a veteran GoldFix reader, you should enjoy the observations.
If you are interested in Hartnett, suggest listening to all of it because these are the contextual trends correctly identified and elaborated on by Pozsar, Hartnett, and VBL GoldFix, since 2022.
Podcast Topics
1. Introduction
2. The Significance of Zoltan Pozar's 2022 Predictions
3. The East's Global Labor Strike: A Response to Western Dominance
4. The Dollar as a Tool of Western Economic Control
5. Hartnett's Analysis of the Current Economic Environment
6. The Transition from 2% to 5% Inflation: Structural Shifts in the Economy
7. The Role of China in the Global Economy: Exporting Deflation
8. The Impact of Protectionism and Mercantilism on Global Markets
9. The Future of Commodities: Secular Bull Market in the 2020s
10. Conclusion: Preparing for the New Economic Era
Enjoy.
Flow Show: Zoltan's Commodity Crisis Part 2
Housekeeping: Good afternoon. Hartnett’s Weekly report is presented 3 ways: 1) Video walk-through [starts 9:33 mark] with analytical comments transcribed, 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy.