Gary Brode of Deep Knowledge Investing and James Davolos of Horizon Kinetics discuss inflation, coming higher interest rates, and how to hedge for that. Both of us think the CPI is understated, that GDP is overstated, and that stagflation is a real possibility.
Thanks to the Manhattan Alternative Investment Network for hosting me last night for a conversation on gold, silver, Bitcoin, and why Kevin Warsh can’t change the direction of the...
Read MoreIt’s been a volatile few days. Let’s recap: The Federal Reserve: I continue to believe the market is overestimating the impact Fed Chair nominee, Warsh, could have on...
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