Saturday Vince and Gary Bohm of the Metals and Miners Newsletter had an extended chat on topics well suited GoldFix readers’ interests. Gary is releasing it in 2 parts Here is a description of Part 1
The whole interview amounts to a macro perspective on the next 6 months or so given the events and dynamics in play. Topics include the inflationary split we continue to see between Goods (low) and Services (high) and why that is a scary aspect of the“disinflation” many are bragging about.
The ProphetZoltan Pozsaris summoned by Vince for this part. The relationship between Inverted yield curves is also handled once and for all ( we think) as to their ability to predict recessions.
What can be expected or at least handicapped of markets if/when the Fed actually cuts is also tackled and other macro focused areas.
At this point in the discussion, the Gold topic is broached and we start to dig in on the BRICS dedollarization movement
Click the story to watch and subscribe to metals and miners
Has the Fed waited too long to cut rates – and if so, what are you expecting? And on the flip side, what happens if the Fed doesn’t cut?
What his expectations are once the Fed finally embarks on their rate cutting cycle?
The CPI was under 3%, used cars were down 11% while car insurance was up 16%. What his analysis of the CPI is?
What his expectations for unemployment are in this cycle?
If the historic length of the inversion and the steepness of it tell us what type of recession we should be expecting when it finally arrives? And he expects some of the characteristics of the recession to be?
What his analysis of the retail sales, stocks and silver numbers are?
How will the BRICS and De-dollarization impact the price and availability of gold and how high of a floor will it put under gold?
Share this post
Part 1 of an Interview with Metals and Miners' Gary Bohm
Share this post
Saturday Vince and Gary Bohm of the Metals and Miners Newsletter had an extended chat on topics well suited GoldFix readers’ interests. Gary is releasing it in 2 parts Here is a description of Part 1
The whole interview amounts to a macro perspective on the next 6 months or so given the events and dynamics in play. Topics include the inflationary split we continue to see between Goods (low) and Services (high) and why that is a scary aspect of the“disinflation” many are bragging about.
The Prophet Zoltan Pozsar is summoned by Vince for this part. The relationship between Inverted yield curves is also handled once and for all ( we think) as to their ability to predict recessions.
What can be expected or at least handicapped of markets if/when the Fed actually cuts is also tackled and other macro focused areas.
At this point in the discussion, the Gold topic is broached and we start to dig in on the BRICS dedollarization movement
Click the story to watch and subscribe to metals and miners
Cheers
Key Questions Asked
If you prefer, here is the discussion on Youtube:
Metals and Miners
Vince on X.com
Gary on X.com