Jim Rickards: We're Looking At A Global Recession

The Julia La Roche Show, Released on 12/6/22

0:00 Jim's new book "Sold Out"0:54 View of the global macroeconomy1:37 The supply chain is the economy3:33 What do China, the war in Ukraine, and climate change have to do with supply chains?6:58 China's Zero-Covid policy and its possible consequences12:11 We're looking at a global recession, and that's rare13:24 The future supply chain will look very different14:35 Why the supply chains broke down and won't go back to the way they were20:00 Supply Chain 1.023:42 What happened when Trump put tariffs on soybeans30:24 National security and geopolitics33:48 A college of nations39:00 Peak China42:00 Inflation47:05 Why the Fed can't do anything about the supply side of the equation49:49 Disinflation and deflation will prevail51:12 Severe recession52:24 Fed making a 'huge mistake'1:01:08 Central bankers' worst nightmare1:05:10 What would a deflationary scenario mean for the economy?1:07:40 Asset allocation

Jim Rickards is a lawyer, investment banker and economist with over thirty years' experience in capital markets. He is currently Chief Global Strategist at Meraglim. He advises the Department of Defense, the U.S. intelligence community, and major hedge funds on global finance, and served as a facilitator of the first ever financial war games conducted by the Pentagon. A frequent guest on financial news programs, Rickards is also the author of The New York Times bestselling novels Currency Wars: The Making of the Next Global Crisis and The Death of Money. His latest book is Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy.

deflation, inflation, investing, recession

Jim Rickards: We're Looking At A Global Recession added by Herman James on 12/05/2022View all posts by Herman James ?+'