Episode Details
| Title | An Inevitable Recession? Why the Soft Landing is a Myth | Julian Brigden |
|---|---|
| Date | 7/10/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $$GOLD - Belief that commodities, particularly precious metals, are a better investment at this point in the cycle.
- “I do think that commodities are a better place to be at this point of the cycle, precious metals over industrial commodities...” - Julian (0:00)
- 🟢 $$SILVER - 🔒
- 🟢 $$CASH - 🔒
- 🟢 $$COPPER - 🔒
- 🟢 $$BITCOIN - 🔒
- 🟢 $$PRECIOUS_METALS - 🔒
Bearish:
- 🔻 $$BONDS - 🔒
- 🔻 $$EQUITIES - 🔒
- 🔻 $$USD - 🔒
- 🔻 $$US_EQUITIES - 🔒
- 🔻 $$US_BONDS - 🔒
- 🔻 $$US_TECH_STOCKS - 🔒