I keep telling Soar Financial's Kai Hoffmann that I'm just a due diligence guy, not an economist, but he wanted my take on the investment implications of the Fed's "jumbo" rate cut, so we went there... and beyond. (Apologies for the background noise. Zoom can usually filter that out... not sure why it failed this time.)

 

 

Timestamps:

00:00 — Intro
00:21 — Money Helicopters and Gold
01:04 — Welcome Back to Soar Financially
01:22 — Junior Mining Sentiment
02:13 — Fed Rate Cut and Market Reactions
03:58 — Cracks in the Labor Market
04:35 — Unemployment Concerns
05:43 — Fed's 50 Basis Point Cut
08:00 — Gundlach Indicator and Unemployment
09:40 — Is the Fed Behind the Curve?
12:15 — Fiscal Policy and Team Soft Landing
13:12 — Real Estate Trends
15:18 — Impact of Fed Cuts on Housing
16:35 — CPI and Housing Prices
17:58 — Energy Prices and Global Tensions
19:43 — Oil Prices and the Middle East
20:50 — Long-term Outlook for Oil
22:10 — US Oil Independence and Global Commodities
23:43 — Electric Vehicle Demand and Oil
25:32 — Parallels Between Oil and Tobacco Companies
28:24 — Copper and Oil Post-Recession
30:15 — Gold’s Momentum and Nominal Highs
32:25 — Long-term Gold Price Trends
34:00 — Central Bank Gold Buying
36:34 — Investment Demand for Gold
38:40 — Sentiment in Gold Stocks
40:28 — Dollar vs. Gold Trends
44:28 — US vs. EU Economic Downturns
47:00 — Sentiment in Mining Stocks
50:02 — Update on Uranium Sector
54:39 — US Uranium Imports from China