Markets Weekly September 14, 2024

#federalreserve #marketsanalysis
Gold Mooning
The Draghi Plan
Other Commodities Imploding

00:00 - Intro
1:23 - Gold Mooning
4:46 - The Draghi Plan
12:17 - Other Commodities Imploding

For my latest thoughts:

For macro courses:

My best seller on monetary policy:

[Allisonsmith]

Thanks Mate, the sad truth is that no one has a clue, we all react to what happens as it happens and try to analyse it but can’t predict an iota of what is going to unfold in the markets… content creators are like amplifiers, when times are good they affirm it and try to tell you why it’s good and that it’s looking bullish but then all of a sudden the market turns bearish and everyone affirms it again and try to analyse why… it’s so sad that many are so powerless and it's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 19Bitcoin in the space of a few months... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

[seconds]

I love that you give arguments for and against both sides of a topic. it's refreshing in this day and age.

[stratos]

Bro your speaking has gotten a lot better these few years, I remember your first podcasts where you paused a lot but now much smoother

[michaelcoggan]

Always superb. Gold is the " counterparty risk commodity" .

[tomislavsaric]

Thank you for this regular updates it’s a learning curve for me personally. Just started with investing so your videos help a lot with following the right market signal and to stay prepared. If only they could be twice as week 😊🙏🏻

[goldenturdZeniru]

Always a pleasure listening to your pros and cons of the main economic weekly hot points! A fan, from Portugal 😂

[edkg]

first! thank you joseph for your weekly views as always!

[chrisp]

Love your weekly missives my friend❤. Thank you for your dedication. In the parlor game of global macro its coming down to a coin toss😅😂

[jw]

I read the Arabian Central Bank has been a net buyer of gold for a year or two.

[yr]

Thank you very much Joseph. Much appreciated. Your explanation is very concise and easy to understand.

[williampommeranz]

The platitudes of green energy are hitting a wall of physics (more costly energy) and reducing productivity.

[AllNighterHeider]

Had to listen several times while distracted!!
Thank you so much JW

[markwhite]

Always look forward to your weekend Reviews. Cheers

[Anon-ndek]

Great video Joseph! Goldbugs are doing the waterboy coach thing right now.

[minhanhledoan]

Love your argument ! Thank you so much

[joysingh]

I agree with you that China is more of a producer and supplier. It is actually a large real estate property consumer around the world. With more restrictions on Chinese buyers, the western real estate market will suffer.

[jonathanlee]

Thanks. 👍 Btw, the Fed's Balance Sheet is hardly moving these days: in a sense, is this not equivalent to an additional rate cut ?

[genjuroSE]

AFAI understood the rally in gold came after Yellen guided for more fiscal spending..

[kkiller]

GDP per capita may not be a very good measurement of living standards. Imagine some undeveloped country where everyone is engaged in subsistence agriculture: if a foreign company discovers some oil and starts drilling using skilled labor brought in from other countries, exporting the oil, and repatriating the profits, the GDP per capita will rise but the living standard for the country will be largely unaffected -- it will likely even decrease from the pollution. Median real disposable income would probably be a more accurate indicator of living standards.

[yodurk]

Short term, oil and interest rates are in a bottoming process, getting ready to move up. Positioning, COT, exhaustion signals implying as much.