John Rubino: This is the End of the Credit Supercycle, Chaos is Unavoidable скачать в хорошем качестве

John Rubino: This is the End of the Credit Supercycle, Chaos is Unavoidable

Tom welcomes back John Rubino (https://rubino.substack.com/), Former Wall Street Analyst, Author & Substacker for a discussion on the current economic landscape and its implications for investors. Rubino discusses the end of a credit supercycle, highlighting the risks of hyperinflation, deflation, and stagflation due to global fiat currency systems. He emphasizes the importance of real assets like gold, silver, and energy during potential financial chaos. Rubino also addresses the role of energy prices, particularly oil, in driving inflation or deflation. He suggests that lower oil prices could lead to a short-term deflationary period, followed by inflationary pressures as central banks respond with low interest rates. This creates uncertainty but opportunities for resilient investments. Palisade Radio Links: ► Website & Newsletter: https://palisadesradio.ca ► Rumble: https://rumble.com/c/c-1586024 The discussion touches on President Trump's policies, including tariffs and reshoring, which could lead to wage inflation and geopolitical tensions. Rubino warns against the risks of negative interest rates and the potential need for a currency reset, possibly returning to a gold standard. For investors, Rubino recommends focusing on real assets such as precious metals, energy, and farmland. He suggests dollar-cost averaging in gold and silver and cautious investment in mining stocks, particularly mid-tier and explorers with growth potential. Jurisdictional risks, especially in countries like Mexico, are highlighted as critical considerations. Rubino also stresses building personal resilience through community ties, skill development, and owning productive assets. Time Stamp References: 0:00 - Introduction 0:45 - Framing This Flation 3:49 - Oil's Role & Energy Price 9:36 - Deflationary Scenarios 16:06 - Zero Rates & Q.E. 20:35 - Inherited Problems & Trump 22:50 - PMs & Tariff Policies 27:04 - Oversold Markets 29:28 - Gold Fundamentals 31:28 - Gold Silver Ratio 33:15 - Silver in a Recession? 36:20 - Investment Advisors & Metals 40:13 - His Focus in Miners 45:46 - Take Profit Guidelines 48:10 - Mexican Gov't Policy 50:53 - Other Opportunities? 55:17 - Staying Resilient 57:18 - Wrap Up *Guest Links* Substack: https://rubino.substack.com Books: https://tinyurl.com/5buyvy6v John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops. He founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022, and now publishes on Substack.