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@TheJuliaLaRocheShow

The Julia La Roche Show | The U.S. Treasury Market Is The ‘Ultimate Wrecking Ball’ @TheJuliaLaRocheShow | Uploaded September 2023 | Updated October 2024, 15 hours ago.
Dr. Harald Malmgren and Nicholas Glinsman, co-founders and partners of Malmgren Glinsman Partners, join Julia La Roche on episode 106 for a deep discussion on macro, geopolitics, politics, and the implications for financial markets.

Links:
Harald Malmgren on Twitter: twitter.com/Halsrethink
Nick Glinsman on Twitter: twitter.com/nglinsman
Malmgren-Glinsman Partners Daily Ahead of the Heard and Malmgren Institutional Research: d5d0c2-2.myshopify.com
“China Will Be The Next Japan” paper: international-economy.com/TIE_W23_Malmgren.pdf

0:00 Welcome Harald and Nicholas to the show
1:00 Harald Malmgren’s macro view
2:20 Huge debt situation worldwide, and growing U.S. budget deficit
3:30 Strong dollar, lots of disruption
4:55 U.S. Treasury Market is the ‘ultimate wrecking ball’
8:00 Malmgren-Glinsman’s call on China
10:00 Problems for the Treasury Market
11:19 Looking 3-months, 6-months, and a year out
15:00 10-year Treasury likely going north of 5
20:25 Implications of higher rates
24:19 Negative economic outlook doesn’t mean rates will come down
26:43 Stagflation/ where to invest in a stagflationary environment
37:20 Is it realistic to get back to a 2% inflation target?
42:00 When are we going to trim this fiscal monster?
43:30 The big risk today - the fiscal imbalance
49:00 Biden
53:58 Leadership
56:00 Message for Millennials
1:01:30 Hal Malmgren on political teamwork across parties
1:04:22 Parting thoughts

#economy #recession #inflation

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The U.S. Treasury Market Is The ‘Ultimate Wrecking Ball’ @TheJuliaLaRocheShow