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Economic Recovery: Massive Problems Ahead [2021]
How strong and lasting is the current rebound we are seeing in the economy? What about the resurgence in inflation? Those are major debates raging on Wall Street right now.
This week’s WEALTHTRACK guest is looking beyond the current rebound and focusing on what he sees as massive problems which will act as drags on recovery.
Robert Kessler, Founder, and CEO of Kessler Investment Advisors, a manager of fixed-income portfolios with a specialty in U.S. treasuries.
Even before COVID, Kessler has been warning about economic and stock market risk.
On the program this week, he will discuss why he believes those risks have been exacerbated and the market is in a danger zone.
WEALTHTRACK #1751 broadcast June 18, 2021
More info: https://wealthtrack.com/exclusive-with-robert-kessler-on-why-100-years-of-stock-market-history-are-signaling-danger/
KESSLER: IRREVOCABLY CHANGED
How has the pandemic changed Robert Kessler’s personal and professional life? His answer is quite different from the responses we have gotten from other WEALTHTRACK guests.
ROSENBERG: PERSEVERANCE UNDER PRESSURE
Influential economist and strategist Dave Rosenberg has had several times in his career, most notably at the height of the tech bubble in 2000 and another leading up to the global financial crisis in 2007, when he was so out of consensus by being bearish that his colleagues and clients pressured him to change his forecasts.
Continue Reading »EXPECT MORE ECONOMIC & MARKET DAMAGE AS PANDEMIC REPERCUSSIONS MULTIPLY SAYS INVESTMENT VETERAN
NEW THIS WEEK:
When economies started shutting down in various parts of the world we all knew that the economic numbers would be bad. How could they not be? We are just now getting some measure of the initial damage in terms of unemployment, business activity, and earnings.
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FLOWS INTO ETFS AND LONG TERM RETURNS ON BITCOIN ARE STAGGERING. MATT HOUGAN IS AN EXPERT ON BOTH
One of the biggest trends in investing in recent years has been the migration of investment dollars into exchange-traded funds and out of traditional mutual funds. The numbers are staggering.
This week’s guest had the foresight and guts to get involved in ETFs in their early stages and more recently cryptocurrencies which are still in their development phase. We are going to get his update on both. He is Matt Hougan, Global Head of Research at Bitwise Asset Management, a cryptocurrency asset manager. Hougan describes it as the “crypto equivalent of an S&P 500 fund.”
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