The Real Reason The Fed's Rate Cut Was A Mistake | Bill Fleckenstein

Bill Fleckenstein, president and founder of Fleckenstein Capital, returns to The Julia La Roche Show for episode 197.
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00:12 Welcome and introduction
00:53 Macro view and Fed policy
06:48 Understanding inflation and central bank policies
11:21 The bond market's role in economic stability
18:01 Bubbles and market psychology
21:45 Current economic health and stagflation outlook
26:46 The Fed's credibility crisis
31:53 Implications of the upcoming election
34:13 Gold and silver investment perspectives
35:55 Japanese yen carry trade unwind
37:14 US dollar outlook
39:41 Thesis development in investing
42:00 The U.S. debt situation and future outlook
44:03 Parting thoughts on developing investment theses
46:07 Book recommendations and where to find Bill's work
#macro #gold #investing