A Recession Is Not Here Today, But I Can See It Coming

The Julia La Roche Show | A Recession Is Not Here Today, But I Can See It Coming | Jim Rogers @TheJuliaLaRocheShow | Uploaded November 2023 | Updated October 2024, 21 hours ago.
Legendary investor and “adventure capitalist” Jim Rogers returns to The Julia La Roche Show for episode 118 to discuss the economy, markets, and where he’s finding opportunity in a world with higher inflation.

0:00 Welcome Jim Rogers back to the show
1:18 Macro view ahead of an election
3:00 Recession outlook
4:48 Inflation
7:03 Bond market
10:15 Inflation globally
11:00 Allocating in a higher inflation environment
12:20 Silver, gold
14:13 Stocks
15:08 Short-selling
17:40 U.S. Dollar
21:34 Moving to Singapore
25:30 Guinness World Records

#jimrogers #economy #silver

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$The US Economy Has Been In A Long Period Of Decline | Dr. Art Laffer Dr. Art Laffer, the father of supply-side economics and one of the most influential economists of the past half-century, joins Julia La Roche for episode 194. ✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involves the risk of loss, including loss of principal. Brokerage services for US Listed and registered securities, options and Bonds in a self-directed brokerage account are offered by Public Investing. ETFs, options and Bonds are available to US members only. *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 fractional investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/23/2024. A bond’s yield is a function of its market price, which can fluctuate, and a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. While corporate bond yields should fall in reaction to a Federal Reserve rate cut, we cannot know whether that will be true of the bonds in the Bond Account, how quickly bond yields will respond, or how much they will decline. Public Investing charges a markup on each bond trade. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Fractional Bonds also carry risks including liquidity risk, interest rate risk, credit risk, inflation risk, and potential tax liabilities. Read more about the risks associated with fixed income and fractional bonds and learn more about the Bond Account at https://public.com/disclosures/bond-account. Timestamps: 0:00 Intro and welcome back Dr. Art Laffer 1:06 Big picture macro view, a long period of economic senescence 5:13 Transfer theorem and the decline in growth rates 7:58 Upcoming election from an economics lens 11:30 Operation Warp Speed and Right To Try 15:25 A second-term Trump could unleash a Renaissance in Americas economy 19:00 Five pillars of prosperity 24:17 Tariffs 28:30 Trade and geopolitics 33:30 Trade is not a political weapon 42:50 Government spending 50:00 RFK Jr. endorsing Trump is one of the most important events 53:55 A Harris presidency 57:20 Parting thoughts$

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