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Miller Mark Perez Donna Rodriguez Gary

Brown Susan Jones George Lewis Patricia

Always a pleasure listening to Tobias.

One Ponzi scheme, paper debt notes, is replaced by a new Ponzi scheme, credit cards, and is replaced by a new improved, Ponzi scheme, Crypto currency, and they are all replaced by one and only one of the 20,000 crypto currencies, the all might, bow your head, BIT COIN. Here we are with new, improved better than ever lying cheating fake Ponzi scheme, the COMPUTER. PT Barnum is right. There is a sucker born every minute. Wall Street simple collects the fees from the suckers. What a great game. Protect yourself with REALITY.

This is one of the best interviews I have ever listened to. Steve you are the GOAT

You are so wrong that we are not in recession. We have been in an inflationary recession since 2019 whan the reverse repo market collapsed. Please get your head out of government numbers, which are buried in the sand of delusion and lies...WTFU PLEASE

When Japan blew in 89-90, the rest of the world barely noticed. Now it's China doing it, and surely it's too big to ignore. Industrial commodities? Really?

One lead host would have been better, the interruptions plus lag made this interview uncomfortable.

Absolute master-class. Subscribed. Many thanks to you both.

I've spent a lot of time in Ukraine. Doomberg is correct about the war, the sanctions, the writings on the war, etc. We are the losers. Zelensky has stolen 70% to 80% of the money and weapons sent to Ukraine. They are turning up worldwide after being sold on the dark web. This is well known. Retired generals and colonels say less than 23% of the Americans applying for the US military cannot pass the exams to enter the military.

Loved it thanks

Guys, you are running one of the best investment podcasts on the web. I am learning a ton from you and your guests, including Alf. Greatly inspiring for anyone, who cares to listen and takes the effort to think through the stuff. I am deeply thankful that you put out that all for free (unfortunately, I don't yet reach the 10m mark for a managed account with you. But working on it).

Agree with Toby. Shareholder yield + growth is 🔑 for great returns. If multiple expansion happens too, welcome to nirvana

Russia will take Ukraine. Or the west must get boots on the ground. That's when the reverberations will be felt. It's obvious that Russia is smoking Ukraine

Alfonso has been so wrong so much, only youtubers pretending to be important "asset managers" like you will give him the time. That man is wrong, but its ok for him, since he lives in Calabria (southern italy) where everything is cheap, yet he pretends to be a "ex bond invetor". Vaffanculo Alfonso, you are a grifter

Banks make 80% of the money which is huge. And unlike Governments private sector can not create money -- which means that the private sector has a huge problem. A debt based monetary system is a Ponzi that must keep growing because interest on the debt needs to be created by more of the private sector taking on debt. So when people stop borrowing or banks stop lending there is not enough money in the system and we get deflation (money gets more and more rare/expensive). ONLY USA can make US Dollars out of nowhere -- everywhere else USD is made from debt. Yes, we have treasuries but since the US Govt can make as much money as it wants its debt can always be paid.

More focus must be placed on liquidity, a lack of it can be poisonous. When you need money, whether the amount is small or large, not being able to get it can lead to a life-changing or grave outcome. Contagion from one area tends to spill over into other sectors of the economy and markets. The article below delves into this subject. Tightening by the Fed could bring about dire consequences. brucewilds.blogspot.com/2023/01/liquidity-is-more-important-than.html

While consumers feel more financially secure and confident they spend more freely, the reverse is also true. Get ready for the "reverse wealth effect" to kick in. If this happens it will be a real ball breaker. The wealth effect is a behavioral economic theory based on people spending more as the value of their assets rise. Even decades after its economic bubble popped, Japan stands as a monument to the devastation the reverse wealth effect can unleash, more below brucewilds.blogspot.com/2023/11/the-devastating-impact-of-reverse.html

Excellent thanks!

Great work 🎉🎉🎉🎉

Why have a guest at all if you just want to monologue and show everyone how smart you are?

Al you have a deep voice of reason

It seems everyone is still relying too heavily on the charts now. Imho, when the ETF's stepped into Crypto it changed the game. The Bitcoin Baby has been born and will grow up fast. The Crypto Market now has a rubber stamp of approval. Wall Street is in the game now and It will become the store of value we have been talking about. The rules are already changing. We would have normally had a corrective retrace by now, yet Bitcoin has been steadily rising. The name of the game is getting out with profit, but when exactly to get out this Super Cycle is going to be a tricky one. It's not about guessing the market's next move; it's about playing it smart and steady...managed to grow a nest egg of around 3.4Bitcoin to a decent 18Bitcoin in the space of a few months... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

Nice pod. But chewing gum, really?

The ruling elite have gotten used to Uber cheap labor, the source of their asset appreciation, they do not want to give that up, their stubbornness will cause hell on earth, there is no easy way out

It’s interesting that people like the illusion that western countries are democracies because they hold “elections”. Of course we have those but then the politicians do what the oligarchs tell them So maybe WAR will be the out like in 1914 and 1940 That’s what the oligarchs chose before

"There is going to be levers"? "There is lots of unintended consequence"? Subject-verb agreement is missing.

Brilliant in depth analysis! Thank you so much!

You gotta love Alfonso

He is going backward. He used to manage a $20B fund now trying to sell $1-$4 per 1000 viewers on RUclips. He keeps changing channels Cos his message is not selling. BTW, what $20B find was he managing? Anybody knows?

This baldcel is always wrong

Great stuff, thanks again!

I have two young adult kids, that are will learned at working hard for what you want. They don't buy marketed crap that our sell sell sell media pushs. They own houses and they are saving money to retire and cover their needs. They both have kids, which they never left at day care. We taught our kids how to work and protect their family. Good parents with strong life values need to teach their kids to make the right chooses. Its never to early to start teaching your kids the right things to do in life about getting married someday, having your own children , enjoying the challenges of life as you get older. You must protect your children from outside institutions and their woke influences. Lack of good family structures,ie a mother and a father, is why these younger generations can't succeed. There is plenty of opportunity for smart kids to succeed.

Great podcast, specially valuable guidance on macro drivers of generalized alternative asset strategies. Thanks

As soon as he mentioned Nixon and gold in 1971, I already knew the next hour could only be nonsense delivered in mono. Goodbye...

Utter crap

You forgot to mention that the Fed monetizes the debt which finances the deficit.

Just left Catania Sicily. Where are you from Mr. Peccadiella

An economic model that tells us GDP would only fall by a small amount during a severe ice age that would wipe out humanity is crackers. Thanks for delivering an engrossing 2 hour discussion on such an important subject.

Per AQR's research, from 1990-2013, the Carry style premia simulation had -0.99 skew and 4.82 kurtosis! Woah!

Great presentation. I've always been concerned about the left skew, but it sounds like what you guys are saying is that it isn't that bad and becomes a non-issue when combining with non-correlates asset classes such as managed futures that have positive skew. Do I have that right?

One of your best. Thank you!

You lost me at carry.......hahaha! Just kidding. Good info.

Excellent presentation

USAPs, ZPE.

nice episode! Richard rockss

Thanks for the videos guys! Love your videos and approach to the markets.

Very good, like every episode from Richard (Resolve)

Firstly, Doombegr, sort out your audio. It's terrible. Second, without a functional airforce, the Ukrainians are fighting a war with one hand tied behind their back. That matters...a lot. Third, sanctions are meant to target the demand for Russian oil supply but have had the unintended consequence of raising global oil prices and benefiting Russia. The West should be hitting Russia's ability to produce oil, not its demand.

How does he know Paul was a jerk?