Many manufactured goods, agricultural inputs, and services have already increased in price more than 20% in 2021! The Producer Price and Services increases are now creating and realizing significantly higher wage increases. The Federal Reserve will have a limited impact on controlling this different kind of inflation which is not demand driven but supply restricted.

Please access this recent interview with Mohamed El-Erian. Former head of PIMCO, now President of Cambridge’s Queens College, and Chief Economic Advisor for Allianz…the perfect storm will hit 2022!

https://www.bloomberg.com/news/videos/2021-12-30/el-erian-sees-trifecta-of-risks-facing-u-s-economy-video

Inflation will be the headline through the New Year with major ripples dragging down the bond and stock markets. New threats are emerging in Europe: a payback from the U.S. caused the 2008-2009 Great Recession? The European Central Bank (ECB) may be a big black swan that can drag down the financial markets in the fashion of the ‘08-‘09 financial meltdown and global recession.

Please access these links:

For the Debt Clock: https://www.usdebtclock.org/

For news on rent increases: https://seekingalpha.com/article/4462958-rents-are-absolutely-soaring

We are now, officially, in a high inflation economy with many suffering from double-digit rent increases, massive childcare cost increases, long-term supply chain issues, and the prospects of higher interest rates and lower stock prices. Childcare is a core issue that impacts family health, education, and income; please do access these NPR links for thoughts on its impact and continuance:

https://www.npr.org/2021/10/19/1047019536/families-are-struggling-to-find-the-child-care-they-desperately-need

https://www.npr.org/2021/06/22/1008986943/the-soaring-costs-of-daycare-stifle-some-parents-return-to-work

With 2021 coming to a close, we’d like to thank all of our listeners for supporting us throughout the year and wish everyone a safe and happy holiday season! See you in the new year!

There are so many Black Swan possibilities that it’s better to prepare for one than to forecast which one will impact our markets. Whichever one emerges consider they’re already been deployed and “more of the same” may not be enough. Please give a listen to this most recent interview from a few days ago (Danielle DiMartino Booth): https://www.youtube.com/watch?v=F7cDv0hR5G4.

The last two weeks solidified our inflation, jobs, and the Federal Reserve’s policy trap (their policies are not succeeding in restoring the U.S. economy to growth and they’re actually ‘doubling down’ on failing actions). Please view this brief video from key global investor advisers at the national New Orleans Economic Conference: https://www.youtube.com/watch?v=x-gmPwBsMuk.

This week we delve into how we correctly anticipated Stagflation more than a year ago and why it’s a long-term issue. Former Fed Executive, author of “Fed Up”, and Founder of Quill Intelligence provides a quite recent update on inflation, stock, bond, and cyber currency expectations while introducing her concerns about growing Federal Reserve risks.

Please start at the beginning and watch the first 20 minutes of this video interview of Danielle DiMartino Booth:

https://www.youtube.com/watch?v=EPeUdluo3Lw&t=1363s

We share the latest Anderson Forecast for CA and LA as well as a key interview with Mr. Ray Dalio, founder, and head of Bridgewater Associates (one of the largest and most successful global hedge funds).

Anderson Forecast link: https://www.youtube.com/watch?v=Q3v-XzWhWrk&t=4983s (particularly the first 60 minutes).

Our podcasts include the thinking and decisions by the relatively small number of fund managers that strongly influence bond, stock, real estate, and currency markets. For comprehensive hedge fund leaders and investment information, visit https://www.tipranks.com/hedge-funds/top, which is a free resource. Another great source is this video, which is a bit long, but really valuable for understanding how Jeffrey Gundlach and Danielle DiMartino Booth evaluate today’s markets and risks: https://www.youtube.com/watch?v=8RkzgGdXng4&t=582s. It’s a must view!

Happy 50th Podcast to Us! We thank our loyal listeners for your continued support.

Please view these recent links to top investment fund manager interviews as they focus on today’s risks and tomorrow’s trend changes.

Michael Gentile and Stansberry Research: https://www.youtube.com/watch?v=xWoDlwnskGs

Jim Richards and Keith McCullough: https://www.youtube.com/watch?v=ORJ_tau_CYU

This week, we discuss how a substantial decline in the U.S. dollar and dollar markets is expected over the next year or two and we begin to bring in top money fund strategists starting with Jeffrey Gundlach, founder and strategist of DoubleLine ($200 Billion investor).