Lead-Lag Live

Axel Merk on Market Crisis Signals, Federal Reserve Dynamics, and Gold's Strategic Role in Diverse Portfolios


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What if today's market turbulence signals the onset of another financial crisis akin to 1987, 1998, or 2008? Join me, Michael Gayed, Publisher of The Lead-Lag Report, as I engage in a profound discussion with Axel Merk, an authority in the gold industry. We dissect current market conditions, compare them with past crises, and uncover the diverse profiles of gold investors—from dollar skeptics to diversification seekers. Axel underscores the necessity of a well-rounded investment toolkit to navigate the unpredictability of financial markets, urging you to expand your comfort zone and prepare for the future.

Unravel the intricate relationship between Federal Reserve policies and market narratives in our compelling conversation. We scrutinize the Fed's prioritization of systemic risk over stock market valuations, the complexities of forecasting economic recessions, and the crucial role of credit spreads. Delving into the significance of timely yet limited jobs reports and the rapid shifts driven by media, Axel and I explore the unique market dynamics during slower summer months and the inherent challenges of economic predictions in a tightening monetary landscape.

Expand your global perspective as we analyze Japan's precarious financial situation and its potential worldwide impact, including rising borrowing costs and fiscal hurdles. We explore China's strategic gold purchases amid sanctions, the ramifications of increasing credit card delinquencies, and the evolving global economic landscape influenced by China's ascent. Reflecting on skepticism in investment trends and the enduring value of gold in diverse portfolios, I invite you to follow my live insights on Twitter for real-time financial market updates.

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
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Lead-Lag LiveBy Michael A. Gayed, CFA

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