FSN's Kerry Lutz asked me about the latest financial headlines, including the new US GDP print, so we talked about the state of the US and global economies, which brought up some interesting data on free market mechanisms vs. authoritarian central planning. Short version; the layoffs are coming. Stagflation remains my base case expectation. The meat on the bones of the interview, however, is how to invest—or speculate—accordingly. Gold, silver, copper, uranium, oil, and gas. Kudos to Kerry for pointing out that folks suffering higher prices at the pump can offset that by owning oil stocks… a sort of pair trade I hadn't thought of before.
We had fun with this conversation—including coincidental use of the same digital background—but the guidance is important. I hope you find it useful.