This Week Will Be ‘Nuts’: Forced Sell-Off Of All Assets As War, Currency Crisis Unfold
David Lin: 4-15-2024
Michael Gayed (@leadlagreport), Portfolio Manager of Tidal Financial Group, discusses the “currency crisis” that is already here, and what happens next to markets.
0:00 – Intro
1:30 – Market reaction to Middle East war
6:00 – Treasuries sell-off
6:55 – Gold is sending a warning
8:21 – Yields vs stocks
12:30 – Collapsing stocks and wealth effect
15:48 – Gold vs. Bitcoin
18:20 – Where is the “safe” asset?
20:31 – Currency crisis is here
23:30 – Small vs. large caps
24:45 – Lumber-gold ratio
27:07 – Credit event
29:44 – Asset class correlations
33:07 – Housing
35:33 – Nuclear war
39:50 – Lead-Lag Report
https://www.youtube.com/watch?v=6nfowgNFwe8
Fed Planning Major Economic Reset To Lower Inflation
Ken McElroy: 4-15-2024
Ken McElroy and Danille McElroy dig into the inflation numbers and highlight the counterintuitive idea that the Fed needs to cut interest rates to stimulate greater housing market activity, representing nearly 40% of the Consumer Price Index.
https://www.youtube.com/watch?v=e8gHJUlXlUo
Economic Regret: France Buys MORE Russian LNG, Italy Runs To China For Trade, Scholz In China
Sean Foo: 4-15-2024
Europe is having big economic regrets with reality hitting France, Italy and Germany. France is still buying Russian LNG, in fact, Macron is increasing volumes.
Italy is also heading to China to repair trade relations after ditching the Belt Road project. Meanwhile, Scholz is in Beijing trying to rescue the German economy.
Here’s what you must know!
Timestamps & Chapters:
0:00 France Buys More Russian LNG
3:09 Europe Needs Cheap Energy
6:14 Italy Pivots To China
9:42 Scholz In China
12:28 Europe Still Needs China
