WallStForMainSt: Ronnie Stoferle: Emerging Markets Very Worried About This US Dollar Rally?

  • Wednesday, 01 August 2018 21:23
Jason Burack of Wall St for Main St interviewed returning guest, hedge fund manager and author, Ronald "Ronnie" Stoferle of Incrementum AG https://www.incrementum.li/en/ in Lichtenstein. Ronnie has been writing the extensive and well respected "In Gold We Trust Report" now for 12 years. During this 50+ minute interview, Jason asks Ronnie about the global macro situation including the recent US Dollar rally, the Fed's plan to ramp up QT further in October 2018 and how QE has been going on for almost an entire decade. (It will be 10 years in November 2018 since QE and the bailouts started.) In early June, Ronnie also co-authored an excellent article for the Mises Institute that was featured on Zero Hedge called, "China Is In Trouble" where he discusses the massive credit bubble in China that has exploded in size the last decade https://www.zerohedge.com/news/2018-06-09/china-trouble Jason and Ronnie also discuss gold, gold stocks and Bitcoin. Despite central bankers in the G7 worrying about deflation, many companies are talking about how high input costs and inflation is affecting them in their Q1 and Q2 2018 conference calls. This blog article from respected value investor and former top small cap value money manager Eric Cinnamond discusses his findings from listening to 300 Q1 2018 earnings conference calls and how corporate executives are seeing a lot more inflation (rising input costs and wage pressures) in their industries. http://www.ericcinnamond.com/inflation-subsiding-or-accelerating/ Please visit the Wall St for Main St website here: http://www.wallstformainst.com/ Follow Jason Burack on Twitter @JasonEBurack Follow Wall St for Main St on Twitter @WallStforMainSt Commit to tipping us monthly for our hard work creating high level, thought proving content about investing and the economy https://www.patreon.com/wallstformainst Also, please take 5 minutes to leave us a good iTunes review here! We have 40 5 star iTunes reviews and we need to get to our goal of 100 5 star iTunes reviews asap! https://itunes.apple.com/us/podcast/wall-street-for-main-street/id506204437 If you feel like donating fiat via Paypal, Bitcoin, Gold Money, or mailing us some physical gold or silver, Wall St for Main St accepts one time donations on our main website. Wall St for Main St is also available for personalized investor education and consulting! Please email us to learn more about it! If you want to reach us, please email us at: [email protected] **DISCLAIMER- ANYTHING MENTIONED DURING THIS AUDIO OR SHORT VIDEO RECORDING IS FOR INFORMATION & EDUCATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE INVESTMENT ADVICE. JASON BURACK AND HIS GUESTS ARE MERELY STATING THEIR OPINIONS ON DIFFERENT TOPICS RELATED TO INVESTING, THE ECONOMY, MARKETS OR COMPANIES. PLEASE TALK TO YOUR INVESTMENT ADVISOR AND DO ADDITIONAL RESEARCH AND DUE DILIGENCE ON YOUR OWN BEFORE INVESTING AND MAKING IMPORTANT INVESTMENT DECISIONS.- DISCLAIMER**

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