Economic Thoughts From Matthew Piepenburg and Alfonso Peccatiello 6-28-2023
There's a Reason Russia and China are Stacking Gold and Dumping Treasuries: Matthew Piepenburg
Commodity Culture: 6-28-2023
Partner at Matterhorn Asset Management and Author Matthew Piepenburg believes that the current debt-based monetary system is headed for a reckoning, and gold will play a major role in the new world up ahead.
Matthew points to Russia, China, and countries all over the globe accumulating gold at a record pace as a catalyst for dedollarization and an increase in the importance of gold as a means of transacting in international trade.
00:00 Introduction
00:35 Matthew Piepenburg Origin Story
13:30 Effects of Dishonesty in the System
30:16 Gold's Role in the New World
42:07 Commodities Supercycle
49:08 Which Commodities Will Benefit?
Only A Matter Of Time Before Economy Collapses, Fed Will Be 'Forced' To Do This
David Lin: 6-28-2023
Alfonso Peccatiello, Founder of The Macro Compass, explains the last variables that have to weaken before a recession can be declared in the U.S. Abroad, China is facing a population crisis, with its work force expected to shrink by 200 million people by 2050. What does this mean for global growth?
0:00 - Intro
1:00 - Recession ‘delayed’
7:30 - Yield curve and recessions
11:00 - Soft landing?
14:30 - No more rate hikes?
17:11 - Taxes and inflation
21:28 - Market is pricing away from recession
24:00 - Buy bonds
25:30 - China’s growth and stimulus
31:35 - RMB
34:30 - Consumption driven economy
37:20 - Long-term population growth
42:00 - The Macro Compass