Show notes
On today's episode of On The Margin, Mike McGlone Senior Macro Strategist at Bloomberg Intelligence joins the show for a discussion on the looming debt ceiling, why deflation (not inflation) is ahead and his outlook for both commodities & hard asset's, such as Gold & Bitcoin.
Expecting a recession in 2023, Mike walks through the global slowdown taking place, and shares insights into how the commodity markets are signalling declining liquidity & recessionary headwinds. To hear all this and more, you'll have to tune in!
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Referenced In The Show:
Sohn 2023 | Kiril Sokoloff in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=bMAm2S1M_IU
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Timestamps
(00:00) Introduction
(00:17) The Debt Ceiling Looms, What Next?
(05:41) We Are Heading Towards Deflation
(09:30) Mike's Outlook On Markets
(14:28) Have Higher Interest Rates Been Felt Yet?
(19:11) Research Ad
(20:00) The Gold Bull Market Is Here
(23:49) Is De-Dollarization Real?
(30:18) Why Are Hedge Funds Record Short Treasury Bonds?
(32:09) Deflation Deflation Deflation... "We're All Turning Japanese"
(35:48) Permissionless II Ad
(36:36) Is There A Structural Case For Inflation?
(45:00) Mike's Macro Framework
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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