Here in Part 2 of our interview with Michael Howell of Crossborder Capital, Michael explains which assets he thinks will perform well now that the Liquidity Cycle has turned positive. Tech, discretionary stocks, gold & commodities top his list.
If we care about the future of the economy, then we have to pay close attention to the policies that shape it.
Portfolio manager Lance Roberts and Wealthion host Adam Taggart discuss the persisting sell signals Lance’s models are showing & whether this week’s rally in Tech stocks like Microsoft, Meta, Google, Amazon and Apple will soon reverse them. They also discuss the latest inflation, GDP and jobs data & debate whether a recession is indeed baked in or not.
Macro & market analyst Darius Dale returns for Part 2 of our interview with him, in which he forecasts how the recession he predicts in Q4 will impact the stock and bond markets. In short, he expects a new low in equities while bonds, at least sovereign bonds like US Treasurys, should rise in price.
On this channel, we spend most of our time focusing on the macroeconomic picture.
Brent Johnson returns for Part 2 of our interview with him. Here he shares how his portfolio is currently positioned. At some point, he predicts that ALL central banks will have to print — and he recommends owning several key assets.
I’ve said several times recently on this program, perhaps the most important and yet least appreciated trend that will drive our economic destiny in 2023 will be the lag effect.
It increasingly appears we are entering a multipolar world, different from the recent era of globalization era directed by the USA.