Juggling Dynamite

Far reaching insightful discussion in this segment.

Mike Green, Portfolio Manager and Chief Strategist at Simplify, joins Monetary Matters to discuss why the strength of the equity market and other technical factors are obfuscating weakness in the US consumer and broader indicators of economic weakness to the point that it could be masking a recession. Green also discusses his views on inflation, the bond market, and the current stage of the passive investing endgame that he believes is the main culprit driving equity markets higher. Here is a direct video link.

It’s always entertaining to listen to Taleb and financial-tainment hosts discuss irrational markets, fiscal policy and risk management.

The Black Swan author Nassim Taleb says the US dollar is losing its status as a reserve currency as central banks build up gold reserves and investors see the US as more risky.

He pointed to the behavior of gold over the past 12 months as evidence that it’s effectively now the reserve currency. The trend began under Joe Biden, he said, and has accelerated under Trump.

The author also said President Donald Trump’s approach to tariffs will depress US gross domestic product and could soon lead to labor shortages. Here is a direct video link.

Danielle DiMartino Booth joins WTFinance to talk possibility of recession. Here is a direct video link.