The Haymaker, David Hay, returns for an excellent discussion. We cover a lot of ground in this interview. We discuss a looming economic crisis, the state of the US economy, the battle of the SP500 vs Gold and Gold rallying to $5,000 or even $10,000.
#goldprice #gold #stocks
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Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: [ Ссылка ]
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Guest: David Hay, Co-CIO & Author
Company: Evergreen Gavekal, Haymaker
Recording date: June 25th, 2024
Substack: [ Ссылка ]
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DEUTSCHE GOLDMESSE 🪙
November 21 & 22, 2024 in Frankfurt, Germany
www.deutschegoldmesse.com
Register today.
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Chapters & Timestamps (AI generated)
00:00 - Introduction
00:50 - Host Introduction
01:08 - Guest Introduction and Discussion Overview
02:30 - State of the Economy
03:25 - U.S. Debt Issuance and Market Demand
08:57 - S&P and Gold Comparison
09:17 - Bond Yields and Market Impact
11:52 - Consumer Spending and Savings
15:14 - Inflation Differences Across States
17:04 - Strategic Petroleum Reserve Release
18:37 - Crude Oil Prices and Inflation Pressures
21:11 - Unemployment Data Analysis
26:24 - Fed Policy and Jerome Powell's Performance
28:52 - Off-Balance Sheet Liabilities
31:34 - Economic Outlook: Landing Scenarios
33:30 - U.S. Budget Deficit and Student Loans
37:15 - Bank Failures and Debt Ownership
41:23 - U.S. Debt Compared to Japan
45:24 - Precious Metals Market Overview
47:56 - Impact of EVs on Infrastructure
51:46 - Uranium Market Acquisition
53:00 - Gold Miners and Q2 Expectations
55:02 - Closing Remarks and Follow-Up
#gold #copper #silver #palladium #usdebt #sp500 #stocks #investing #trading
