Timothy Sumer

John Cochrane, Senior Fellow at The Hoover Institution at Stanford University, discusses the most important issues facing our economy, what determines inflation and asset prices, and the outlook for a recession. *This video was recorded on April 24, 2023 FOLLOW JOHN COCHRANE: The Fiscal Theory Of The Price Level: Website: "The Grumpy Economist" Blog: Twitter (@JohnHCochrane): FOLLOW DAVID LIN: Twitter (@davidlin_TV): TikTok (@davidlin_TV): Instagram (@davidlin_TV): For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:15 - The "Grumpy Economist" 2:00 - Fiscal Theory of the Price Level 5:25 - Government debt and inflation 9:15 - Why is debt so high? 13:15 - Price control policies 18:30 - Is inflation still a concern? 21:00 - How healthy is our economy? 23:10 - Inflation target 25:45 - What makes a reces

Ronald Peter-Stoeferle, Fund Manager of Incrementum and author of the "In Gold We Trust" Report, discusses the threats to the economy, and which asset classes are likely to outperform during a recession. *This video was recorded on September 5, 2023 FOLLOW RONALD PETER-STOEFERLE: Incrementum: www.incrementum.li/en Twitter (@RonStoeferle): Linkedin:  In Gold We Trust Report 2023: Subscription (free of charge) for In Gold we Trust Report: Gold Compass: Compact version of the In Gold we Trust Report 2022:   FOLLOW DAVID LIN: Twitter (@davidlin_TV): TikTok (@davidlin_TV): Instagram (@davidlin_TV): For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:20 - Recession outlook 5:15 - Inflation heatmap 10:30 - "People couldn't care less about gold" 16:00 - "Everything crash" 23:27 - Commodities 2

Ray Dalio, co-chief investment officer of Bridgewater Associates, recently wrote that policy makers short on money will likely raise taxes and prevent capital flows into “other assets” like gold and Bitcoin. E.B. Tucker, director of Metalla Royalty and author of “Why Gold, Why Now” said that the government already has the tools to do this. “Everyone gets this idea that the [government] will raid your house and look for your gold. It’s not necessary. All you have to do is limit the ability to transact gold in the legal market, and then you assess an excise tax,” Tucker said. 0:00 - Gold confiscation 11:49 - Capital flows 16:35 - Wealth taxes 21:10 - Beating inflation __________________________________________________________________ Kitco News is the world’s #1 source of metals market information. Our videos feature interviews with prominent industry figures to bring you market-affecting insights, with the goal of helping people make informed investment decisions. Subscr

David Rosenberg, Founder and President of Rosenberg Research, discusses his outlook for the economy, interest rates, and stock markets. *This video was recorded on May 8, 2023 FOLLOW DAVID ROSENBERG Rosenberg Research: rosenbergresearch.com Twitter (@EconguyRosie): FOLLOW DAVID LIN: Twitter (@davidlin_TV): TikTok (@davidlin_TV): Instagram (@davidlin_TV): For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:10 - Recession outlook 5:10 - Labor market 9:50 - Wages vs. inflation 15:37 - Equity markets outlook 19:00 - 25% decline on stocks? 22:26 - Interest rate outlook 29:40 - When will Fed pivot? 35:00 - Consumer debt 37:53 - David Rosenberg #economy #investing #stocks... ( read more ) BREAKING: Recession News LEARN MORE ABOUT: Bank Failures REVEALED: Best Investment During Inflation HOW TO INVEST

Alfonso Peccatiello, Founder of The Macro Compass, explains the root causes of the current banking crisis, and predicts a recession in the U.S. to officially hit in three to four months. FOLLOW ALFONSO PECCATIELLO: Join thousands of investors and sign up to The Macro Compass, Alf's macroeconomic research and investment strategy platform using this link: Twitter (@MacroAlf): How many Fed rate hikes are left? Danielle DiMartino Booth interview: FOLLOW DAVID LIN: Twitter (@davidlin_TV): TikTok (@davidlin_TV): Instagram (@davidlin_TV): *This video is not financial advise. The channel is not responsible for the performance of sponsors and affiliates. For business inquiries, reach me at david@thedavidlinreport.com 0:00 - Intro 0:30 - When are we getting a recession? 2:00 - Banking crisis explained 12:00 - Global credit impulse 13:30 - Bank runs 15:33 - Labor market 21:40 - Consumer sentiment index 28:00 - Stock market crash 31:30 - Gold, Bitcoin 35:00 - Asset alloc

Peter Berezin, Chief Global Strategist of BCA Research, discusses the health of the economy, when a recession could likely hit, and the Fed's forward guidance. *This video was recorded on July 27, 2023 FOLLOW PETER BEREZIN: Twitter (@PeterBerezinBCA): BCA Research: BCA Research Twitter (@bcaresearch): FOLLOW DAVID LIN: Twitter (@davidlin_TV): TikTok (@davidlin_TV): Instagram (@davidlin_TV): For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:00 - Fed's forward guidance 2:50 - Housing market 3:50 - Consumer sentiment 5:00 - Labor market 9:10 - Yield curve 10:35 - Q2 GDP 12:55 - Mortgage rates and demand 14:00 - Inflation 17:00 - Credit growth 18:30 - Global growth 19:55 - Stock market 20:44 - Financial conditions 24:10 - Investment implications 26:00 - AI investing #investing #economy #recession... ( read more

Steve Forbes, Chairman of Forbes Media and former Presidential candidate, discusses the state of the economy, entrepreneurship, and media. *This video was recorded on July 14, 2023 FOLLOW STEVE FORBES: Twitter (@SteveForbesCEO): Steve Forbes On Achievement Educational Series: Articles: FreedomFest 2024: FOLLOW DAVID LIN: Twitter (@davidlin_TV): TikTok (@davidlin_TV): Instagram (@davidlin_TV): For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - What caused inflation? 3:00 - Economic growth 4:00 - Flat tax rate 5:05 - Recession 5:55 - Entrepreneurship 10:41 - Media 15:43 - Threats to the U.S. #economy #media #forbes... ( read more ) BREAKING: Recession News LEARN MORE ABOUT: Bank Failures REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing Forbes Chairman On Recession, Cure

Mark Skousen, Editor of Forecasts & Strategies, gives his outlook for the stock markets, as well as what may happen to the economy if the Federal Reserve continues raising rates. *This video was recorded on July 12, 2023 FOLLOW MARK SKOUSEN: Forecasts & Strategies: Freedom Fest: Economics of Life Article: Twitter (@MarkSkousen1): FreedomFest 2024: FOLLOW DAVID LIN: Twitter (@davidlin_TV): TikTok (@davidlin_TV): Instagram (@davidlin_TV): For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - FreedomFest 2023 2:10 - Inflation 3:50 - Fed rate hikes 5:40 - What drives the economy? 7:46 - Stock market 8:18 - Housing market 9:25 - Decline of poverty #investing #economics #stocks... ( read more ) BREAKING: Recession News LEARN MORE ABOUT: Bank Failures REVEALED: Best Investment During Inflation HOW TO INVEST

Eric Basmajian, economist and founder of EPB Research, discusses the major threats to the economy, how a recession is defined by the NBER, and the sectors and jobs most at risk from a pending economic contraction. *This video was recorded on June 23, 2023 FOLLOW ERIC BASMAJIAN EPB Research: Twitter (@EPBResearch): YouTube channel: FOLLOW DAVID LIN: Twitter (@davidlin_TV): TikTok (@davidlin_TV): Instagram (@davidlin_TV): For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:10 - Fed pause and stocks 5:28 - Credit contraction 11:00 - Interest rate direction 14:00 - Delinquency rate on credit cards 19:20 - Economy is stressed 21:00 - Retail sales 24:11 - Probability of a recession 30:55 - Bear market rally 33:30 - NBER definition of recession 40:48 - When is the recession coming? 44:00 - Jobs most at risk 48:50 - Real

Steve Hanke, Professor of Applied Economics, predicts that headline CPI inflation will return to 2% by year-end 2023, but a recession will hit by Q1 of 2024. *This video was recorded on June 30, 2023 FOLLOW STEVE HANKE: Twitter (@steve_hanke): Gold Sentiment Report: Email: hanke@jhu.edu Hanke's new book: Press Release: FOLLOW DAVID LIN: Twitter (@davidlin_TV): TikTok (@davidlin_TV): Instagram (@davidlin_TV): For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:45 - Labor market 3:40 - 2% inflation by year-end 6:40 - Recession by Q1 2024 8:20 - Social costs 14:40 - Inflation vs recession 22:00 - Ageing population 24:50 - Declining population #economy #recession #recession... ( read more ) LEARN ABOUT: Investing During Inflation REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA

Irina Heaver, Crypto Lawyer, discusses the likely outcomes of the SEC lawsuit against Binance, and the BlackRock spot Bitcoin ETF application. *This video was recorded on June 20, 2023 FOLLOW IRINA HEAVER: Twitter (@IrinaHeaver): FOLLOW DAVID LIN: Twitter (@davidlin_TV): TikTok (@davidlin_TV): Instagram (@davidlin_TV): For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - "Securities" case against crypto 5:30 - Crypto regulations abroad 13:19 - Binance lawsuit 18:20 - Blackrock spot ETF 21:00 - Separation of money and state 24:35 - Corporate law in crypto #Binance #crypto #bitcoin... ( read more ) HOW TO: Hedge Against Inflation REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Binance.US, the American arm of the popular

Markets seem to still believe the Federal Reserve’s narrative of transitory inflation, but that narrative is not reflective of reality, said Adrian Day, president of Adrian Day Asset Management. “The market simply doesn’t believe the inflation story, and they seem to believe what the Fed is saying about it being transitory. To me, obviously there are reasons to think that some of the recent jumps we’ve had in certain prices are temporary, but if prices in aggregate go up, then that’s a reflection of inflation, and it seems to me we definitely have inflation,” Day told David Lin, anchor for Kitco News. This is his guide to beating inflation. 0:00 - Inflation 6:46 - Gold's performance 9:50 - Fed tapering 12:05 - The best inflation hedges 18:17 - Major risks for investors 21:00 - Hedge against high valuations 24:44 - Top stock picks 26:20 - Cryptocurrencies __________________________________________________________________ Kitco News is the world’s #1 source of meta

The economy is returning to a 1970s era of higher inflation, potentially reaching double digits, said Mark Skousen, editor-in-chief of Forecasts & Strategies. Speaking to David Lin, anchor for Kitco News, Skousen’s comments come as CPI data released Tuesday showed 5.4% annual inflation in June. 0:00 – Headline CPI 2:00 – Used cars and trucks 3:20 – ‘Black Swan’ events 7:17 – Real wages 9:35 – Inflation expectations vs age 10:40 – Tech stocks vs inflation 13:58 – Freedom Fest __________________________________________________________________ Kitco News is the world’s #1 source of metals market information. Our videos feature interviews with prominent industry figures to bring you market-affecting insights, with the goal of helping people make informed investment decisions. Subscribe to our channel to stay up to date on the latest insights moving the metals markets. For more breaking news, visit Follow us on social media: Facebook - Twitter - StockTwits -