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DISCUSSION THREAD: Episode 15 - Jeffrey Christian

  • NathanEgger
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2 years 5 months ago #1 by NathanEgger
Continuing with a developing trend, one of our lesser-known guests knocks it completely out of the park with his macro analysis. I'm already working out a summer return for Jeff as we speak, so I hope you guys enjoyed this one as much as I did. If, by some chance, you guys happen to disagree, please tell me so. I'm learning along with so many of you guys and I really felt Jeff advanced my understanding of the current economic backdrop by light years in just under 50 minutes.

For those of you who read our Research Roundup that we send by email, I hope you'll take the time to read the two articles sent to us by two of our listeners, Aaron Chan and Andrew Levine, who have been massively supportive and helpful behind the scenes since the launch of this project. We want to promote their hard work the same way that they have been so generous in promoting ours, while asking nothing in return.

I'd also love to hear what you guys think of this idea - sharing with our audience the writings and research of fellow listeners via the Research Roundup- and I'd like to encourage you to share with us your own work so that we can share it with everyone we know.

Please send items for R.R. to This email address is being protected from spambots. You need JavaScript enabled to view it.

Looking forward to your thoughts. Happy listening and have a great weekend!

--Nathan

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  • Michael Gebhart
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2 years 5 months ago - 2 years 5 months ago #2 by Michael Gebhart
Replied by Michael Gebhart on topic DISCUSSION THREAD: Episode 15 - Jeffrey Christian
What do you guys think?

People like Gross, Mosler and many of the Soros goons have a vested interest in resetting the bond market via helicopter money.
Soros has been moving into bonds lately but the bond market is nearing the end of a thirty-plus year bull market.
Do you think INET is pushing helicopter money to reset it and thus leading desperate policy makers by the nose?

If not then why on Earth are they advocating it as they know it won't work but will collapse the bond market via inflation?


Mike
Menasha. WI
Last edit: 2 years 5 months ago by Michael Gebhart.

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2 years 5 months ago #3 by tankumo
I would not bet against US bond market, it still has life.

If the European bonds get even more negative interest rates, the money will flood to US bond, which has positive rate now.

If I want to bet, I will go long on gold, not short bond.
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2 years 5 months ago #4 by tankumo
Through the end of the interview, Jeff said don't buy Lithium stocks, I wish he would tell us a bit more, why not.

Overall an excellent interview, I like it a lot.

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2 years 5 months ago #5 by ErikTownsend
Replied by ErikTownsend on topic DISCUSSION THREAD: Episode 15 - Jeffrey Christian
Sorry @tankumo, as interviewer it was MY job to notice that and follow-up. I did notice it at the time he was speaking and made a mental note to follow up and ask why no lithium, but it slipped my mind. Next time we have Jeff on the show I'll be sure to ask him.

Best,
Erik

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  • Michael Gebhart
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2 years 5 months ago - 2 years 5 months ago #6 by Michael Gebhart
Replied by Michael Gebhart on topic DISCUSSION THREAD: Episode 15 - Jeffrey Christian
I've heard that there is plenty of lithium in deposits to meet future electric car demand. They are on dried up salt water beds in brine. Bolivia has a huge one:
www.dw.com/en/bolivia-to-supply-lithium-...batteries/a-18416014
Last edit: 2 years 5 months ago by Michael Gebhart.

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