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Mish in the Arena with Hedgeye: Hiding Out in Gold and Treasuries

IMG Auteur
Mish
Global Economic Analysis
Published : November 13th, 2019
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Category : Editorials

I joined Daryl Jones for the 25th episode of Hedgeye | In The Arena.

I had the pleasure of chatting with Hedgeye's Daryl Jones last week on a number of topics.

Here's a link to the Hedgeye page One-on-One with Mish Shedlock: "I Would Hide Out in Gold & Treasuries" where you can play or download the podcast. It's about 52 minutes long.

Topics

  1. Inflation or Deflation Debate: There is a lot of hidden inflation
  2. Favorite Asset Classes: Gold and Treasuries
  3. Good Reason to Expect Recession: Greenspan doesn't
  4. Rate Cut or Hike What's Next: It's clear what they want to do
  5. Central Bank Independence: I would abolish the Fed in a second
  6. US election.

To spill the beans a bit, the inflation has primarily been in assets.

I propose another deflationary bust is up next.
Source : moneymaven.io
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IMG Auteur
Mish 13 abonnés
Mike Shedlock / Mish is a registered investment advisor representative for SitkaPacific Capital Management. He writes a global economics blog which has commentary 5-7 times a week. He also writes for the Daily Reckoning, Whiskey & Gunpowder, and has over 80 magazine and book cover credits. Visit http://www.sitkapacific.com
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