John Rubino, , joins us to outline why he thinks a market crash and recession are on the horizon. This makes the precious metals a more attractive investment.
 
We discuss why investors now think that mega tech are also an inflation hedge beside simply gold. Also how this mentality could change when a market crash and recession hit the US.
 
Fed policy ties into this as higher for longer is more in the headlines. Central banks around the world have been pushing back rate cuts but markets have been resilient. What’s the investor mentality that’s holding markets up?
 
Timestamps
0:00 – Higher for longer from the Fed and other central banks
4:57 – Why would the Fed start cutting?
8:24 – Investor psychology thats holding markets up
10:59 – Mega cap tech vs gold as an inflation hedge
13:59 – Crash/recession watch
17:09 – Western demand for PMs, when will it come in?

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Disclaimer: The content in this podcast is not intended to be financial advice. It is meant for educational and entertainment purposes only.
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John Rubino is a financial analyst and author who specializes in analyzing the intersection of technology, investing, and macroeconomics. In his recent research, he has been exploring the potential of mega-cap tech stocks versus gold as an inflation hedge.

Inflation has been a major concern for investors in recent months, as central banks around the world have been printing money at an unprecedented rate in response to the economic fallout from the COVID-19 pandemic. This has led to fears of rising prices and the devaluation of fiat currencies.

Traditionally, gold has been seen as a safe haven asset and a hedge against inflation. Its value tends to increase in times of economic uncertainty, making it a popular choice for investors looking to protect their wealth.

However, Rubino argues that mega-cap tech stocks may actually be a better option for investors seeking protection against inflation. These tech giants, such as Apple, Amazon, and Microsoft, have seen their stock prices soar in recent years, driven by strong earnings growth and increasing market dominance.

Rubino points out that tech companies have a strong competitive advantage in today’s digital economy, with high barriers to entry and the potential for exponential growth. This makes them well-positioned to weather economic downturns and outperform other asset classes in the long run.

Additionally, Rubino notes that tech companies tend to have low debt levels and strong cash reserves, which can help them weather economic downturns and maintain their competitive edge. In contrast, gold does not generate any income and can be subject to price volatility based on market sentiment.

While gold has historically been a reliable hedge against inflation, Rubino suggests that investors may want to consider diversifying their portfolio with mega-cap tech stocks to take advantage of their growth potential and resilience in a changing economic landscape.

Overall, John Rubino’s research highlights the importance of considering a variety of assets in a well-diversified portfolio, including both traditional safe havens like gold and emerging opportunities in the tech sector. By weighing the pros and cons of each asset class, investors can make informed decisions to protect and grow their wealth in the face of inflationary pressures.