Thursday, March 29, 2018

The Gold Chronicles with Jim Rickards and Alex Stanczyk

How BLS jobs data largely being mis-read by financial media 

*Why all current narratives in the financial media are missing the true causes of early Feb US stock markets correction *Why Atlanta Fed analysis is more of a nowcast than a forecast 

*Why exploding sovereign debt and debt to GDP ratio are critical to market stability in the next few years 

How student loans are a $1.5T problem with a significant default rate *What the two critical confidence boundaries are, and how they might be crossed

*3 Yr playbook - not a forecast but a potential scenario 

*Why the idea that Central Banks dont need capital would be challenged in a collapse of confidence