Investor and speculator Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, returns to the show for episode 98, featuring a discussion on the macro environment. Rule, who has 50 years of investing experience, looks at the macro picture from the lens of a credit analyst. He's long-term optimistic but short-term pessimistic. 0:00 Intro 0:59 Macro picture 2:30 Arithmetic of the deterioration in purchasing power 4:10 Rich Men North of Richmond 5:20 Rule’s savings losing purchasing power at about 7% compounded 7:00 Severe but survivable 10:45 What is the fair value of gold? 12:50 No one size fits all for how to own gold 15:20 Arithmetic around long bonds is lousy 19:40 Underlying economy has been amazingly strong 22:47 A richer world is good for everyone 23:40 Future for younger generations
#106 Harald Malmgren & Nicholas Glinsman: The U.S. Treasury Market Is The ‘Ultimate Wrecking Ball’
#105 Sam Burns: The Economy Isn't Headed For Recession Any Time Soon
#104 Christopher Zook On Stagflation, Energy, And A 'Generational Opportunity' In Commercial Real Estate
#103 Matt Higgins: The Only Way Out Is A Reckoning
#102 Masha Bucher On The State Of Venture Capital, Investing In AI, And How To Navigate Today's Market
#101 Larry McDonald: The Probability Of Sustained Stagflation Is Rising
#100 Bill Ackman On Activist Investing, The Economy, And Learning From Mistakes
#099 Peter Cecchini: 3 Reasons Why We're Headed Toward Recession
#097 Peter Borish: My Concern Is More Than A Recession
#096 Michael Howell: It's Bonds, Not Banks, That Look Dangerous
#095 Carol Roth: You Will Own Nothing
#094 Todd Gordon: Why We're Not Headed Toward Recession
#093 Neil Howe: The Fourth Turning Is Here — How Will This Crisis End
#092 Milton Berg On Why There’s Strong Evidence The Market Won’t Do Well
#091 Peter Atwater On The Troubling Disconnect Between Main Street & Wall Street
#090 Jens Nordvig On How AI Is Changing Investing Forever
#089 Jim Bianco On Why Inflation Will Be Problematic And There Won't Be A Fed Pivot
#088 Dr. Ed Altman: We’ve Reached An Inflection Point In The Credit Cycle
#087 Jason Trennert: If You're Playing The Odds Expect A Recession In The Next 6-12 Months
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