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?

https://www.youtube.com/watch?v=4juO5TSRUWM

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

https://www.youtube.com/watch?v=f47Gbvk1SAM

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