Intro

The hosts and guest investor Grant Williams discuss the potential of a 30-year top in bond prices, considering the market instability after the Trump election and the implications for corporate bonds in an anticipated recession.

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Transcript

Episode notes

IN THIS EPISODE, YOU’LL LEARN:

Ray Dalio’s thoughts on whether the Bond Market has ended it’s Bull Streak.
Why Cash might be a great call option on all asset classes.
Thoughts on the current conditions of Gold.
What an economic reset is and how it applies to today’s market.
Why the dollar is the primary reserve currency on borrowed time.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Grant Williams’ Blog: Things That Make You Go Hmmm.
Doug Nolan’s Blog: Credit Bubble Bulletin.
Jim Rickard’s book, The New Case for Gold – Read reviews of this book.
Liaquat Ahamed’s book, Lords of Finance – Read reviews of this book.
Mervyn King’s book, The End of Alchemy – Read reviews of this book.
Related episode: Global Macro Economics w/ Grant Williams & Luke Gromen - TIP301.
Related episode: Quantitative Tightening And Bitcoin W/ Grant Williams - TIP157.

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