S3 E11: Taking a Macro-Market Victory Lap

In today's podcast Greg rewinds to review his January 2025 Year-Ahead Outlook, his major macro-market trading/investment "themes":

-- Consumer Cocoon/Credit Crunch

-- Fed Acquiescing to Higher Rates of Inflation

-- Yield Curve Steepening

-- US Dollar Depreciation and Geo-Political Realignment

-- Rotation of Wall Street Money into Precious Metals Mining Shares

Indeed, as of September 5th these themes have been DOMINANT as per their influence on the global markets, particularly when it comes to the stellar outperformance by Gold & Silver Mining Shares/ETFs.

Greg takes a look at how his top picks in the Mining sector have performed over the last fifty-two weeks, most with TRIPLE-DIGIT rates-of-return!!!

Hopefully listeners and followers took full advantage of Greg's keen and prescient insights, instincts, and investment recommendations!!! 

Chapters

• 0:00 Economic Reality vs Media Narrative
• 5:42 Consumer Cocoon and Credit Contraction
• 10:47 Labor Market Weakness Revealed
• 18:38 Service Economy Stagflation Warning Signs
• 21:43 Fed Rate Cuts and Bond Market Implications
• 28:55 Gold Mining Shares Outperforming Tech
• 32:29 Stock Market Risks and Final Thoughts