Jack welcomes Nicholas Glinsman, founder of Intelligence Quarterly and CEO & CIO at EvoCapital LLC, and Harald Malmgren, economist and geopolitical strategist, for a wide-ranging conversation on inflation, onshoring, and the monetary policy response. Malmgren and Glinsman agree that an industrial slowdown is gripping the global economy that in the long-run will humble Germany, China, and other mercantilist giants that depend on export-led growth.
Does Fed Chair Powell want a recession? Does U.S. Treasury Secretary Yellen want the U.S. Dollar to scream higher still? Malmgren and Glinsman give glimpses of the true intentions of policy leaders as only true insiders can.
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(00:00) Introduction
(01:01) A Slowing Economy
(06:13) Why Is The Economy Slowing So Rapidly?
(10:38) Powell, Yellen, and Biden
(15:20) How High Will The Fed Hike?
(19:39) Liquidity and Volatility
(28:37) Reasons for Deglobalization
(36:05) The Crypto World
(37:59) Harald's View on Long Term Commodities
(42:18) China
(48:36) Centralization in Economic Growth
(51:59) China Is Running Out of Dollars
(57:48) The Dollar Milkshake
(1:08:05) President Biden's Legacy
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Disclaimer: Nothing discussed on Forward Guidance 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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