Thoughtful Money with Adam Taggart
Business:Investing
With the market now expecting less than 2 rate cuts this year -- perhaps none at all until next year according to Bank of America -- what does that mean for the economy?
Can it handle "higher for even longer" interest rates without slowing markedly?
Or, even worse, something systemic breaking?
And what impact will these higher rates likely have on stock, bonds and other asset prices?
To find out, we're fortunate today to talk with money manager Michael Pento. president of Pento Portfolio Strategies.
Michael is "not happy". He's very concerned that the crown jewel of our capitalist society, the middle class, is getting "destroyed". He sees nothing good coming from that.
And looking ahead, he sees a disinflationary recession happening in the second half of 2024, to be followed in early to mid-2025 by an era of stagflation more extreme than we've ever experienced.
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#inflation #stagflation #recession
--- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/supportThe Fed Fears A Liquidity Crisis More Than An Inflationary One | Jim Bianco
Avoiding Recession Won't Be Easy With The Economic Challenges In Play | Andy Constan
Growth Slowdown & Returning Inflation Are The Key Turning Points For 2024 | Lakshman Achuthan
Do Steepening Yield Curves = Recession Near? | Lance Roberts & Adam Taggart
Bear Market, Recession, Layoffs: Lots Of Ways For 2024 To Get Worse | John Rubino
Will Stagflation Be The Price We Pay For A 'Soft Landing'? | Cem Karsan
Stephanie Pomboy: Will The Rise Of Moral Hazard Be Our Economic Downfall?
Is This A Garden-Variety Pullback Or Something More Worrisome? | Lance Roberts & Adam Taggart
Expect Lower Oil Prices In The New Era Of Abundant Supply | Doomberg
Darius Dale: "I'm About As Bullish As I Can Possibly Be" Looking At The Next 3 Months
Jim Rogers: Before It's All Over, We'll See Higher Inflation, Higher Rates & A Wicked Bear Market
Fiscal Spending Is Having A FAR Bigger Impact Than Investors Realize | Kevin Muir, The Macro Tourist
Stocks To Keep Heading Higher Until Inflation Starts Rising Again | Bloomberg's Simon White
Rising Liquidity To Power Markets Higher Through 2025? | Michael Howell
Overbought Stock Market Likely To Pullback, Then Power Even Higher | Lance Roberts & Adam Taggart
"Unhealthy" Housing Market Stuck In A Tug-Of-War | Lance Lambert
Stocks Are Richly-Priced & The Economy Is Late-Stage, So 'Selectivity' Is Key | Cameron Dawson
The World Order Is Fraying. Will The Global Economy Survive? | Michael Every
Is The Fed Scared Of Something They're Not Telling Us About? | Michael Lebowitz & Adam Taggart
'Buy Everything!' Says Wall Street As Fed Signals 3 Rate Cuts Are Coming | Axel Merk
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