By Cory댊 Central Bank Policy, Worrisome US Market Signs, and Precious Metals Thoughts
On this weekends show I spend the first hour chatting with Peter Boockvar and Jesse Felder. We touch on a number of topics including central bank policy, the overall rate environment around the world, and how the metals have been beat down. It was very interesting to chat with both of these very successful generalist investors and see how they have slightly differing opinions on the wide range of topics. They both arrive at similar conclusions however I think we all agree the central banks around the world have gotten us into a tough situation.
Instead of splitting up my conversations with both Peter and Jesse I have kept them in the full conversation form. I hope you all enjoy!
Please keep in touch by emailing me at Fleck@kereport.com!
- Segment 1 and 2: Peter Boockvar discusses central bank policy, the divergence between US equity markets vs international markets, the USD, and precious metals.
- Segment 3 and 4: Jesse Felder shares his thoughts on the historic amounts of Hindenburg Omens in the past month, what he thinks inflation really is, and where he sees opportunities in the metals sector.
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Segment 1 & 2
Segment 3 & 4
From:: The Korelin Economic Report