Decoder is a show from The Verge about big ideas — and other problems. Verge editor-in-chief Nilay Patel talks to a diverse cast of innovators and policymakers at the frontiers of business and technology to reveal how they’re navigating an ever-changing landscape, what keeps them up at night, and what it all means for our shared future.
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Buffett’s $347 Billion Warning: Jim Welsh Explains Why a Secular Bear Is Here #6321
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Manage episode 504180404 series 2829089
Content provided by Kerry Lutz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kerry Lutz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Wall Street veteran Jim Welsh of MacroTides joins Kerry Lutz to break down why the markets are approaching a secular bear market and why most investors won’t be ready. Jim takes a critical look at the flaws in the Bureau of Labor Statistics’ employment data, exposing how reliance on outdated models has led to inflated job numbers and misleading headlines. He also explains why revisions matter more than initial reports when gauging the real economy. From GDP distortions to speculative excess in options trading, Jim lays out the warning signs of deeper trouble ahead. Drawing on Warren Buffett’s $347 billion cash position, he highlights why even seasoned investors are bracing for turbulence. The discussion also explores weakening consumer trends, challenges in commercial real estate, and why gold, silver, and long-term treasury yields are shaping up to be key indicators for what’s next. Find Jim here: https://www.macrotides.com/ Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe Kerry's New Book “The World According to Martin Armstrong – Conversations with the Master Forecaster” is now a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5
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1010 episodes
MP3•Episode home
Manage episode 504180404 series 2829089
Content provided by Kerry Lutz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kerry Lutz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Wall Street veteran Jim Welsh of MacroTides joins Kerry Lutz to break down why the markets are approaching a secular bear market and why most investors won’t be ready. Jim takes a critical look at the flaws in the Bureau of Labor Statistics’ employment data, exposing how reliance on outdated models has led to inflated job numbers and misleading headlines. He also explains why revisions matter more than initial reports when gauging the real economy. From GDP distortions to speculative excess in options trading, Jim lays out the warning signs of deeper trouble ahead. Drawing on Warren Buffett’s $347 billion cash position, he highlights why even seasoned investors are bracing for turbulence. The discussion also explores weakening consumer trends, challenges in commercial real estate, and why gold, silver, and long-term treasury yields are shaping up to be key indicators for what’s next. Find Jim here: https://www.macrotides.com/ Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe Kerry's New Book “The World According to Martin Armstrong – Conversations with the Master Forecaster” is now a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5
…
continue reading
1010 episodes
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