1.Jared says he would not buy gold until it gets to $2530. He is taking a big chance as gold might not see that price ever again 2. He's see stagflation. He should see inflationary depression 3. He's right dollar is going down 4. Japan will be forced to raise rates to stop inflation. Japan can do this whilst the US can not. The fed and senate congress and Treasury will surrender to inflation. The debt and deficit spending are too high so raising rates mean those politicians lose their jobs because everything breaks especially banks with high rates. Inflation will keep going up. Bitcoin is a ponzi scheme. Oil prices goes up with weak dollar The next us treasurer has no hope of decreasing debt.
At around min 6:00 Jared talks about how Bessent will HAVE to term out the debt. Why? Why would he lock the US govt into higher rates for a longer duration? The market asks, the Treasury gives. Yellen didn't FORCE bills into the market, the market DEMANDED bills because no one wanted duration risk during the previous administration. If Trump and Bessent can inspire confidence in the future, there will be demand for longer tenors. If not, he'll issue bills, just like Yellen did.
Great one. I think the longer bond trade has been decided for months. Forget the recent move. Look at the volume as it made the selling climax on the monthly chart. That much relative volume doesn't show up late a move like that very often. We (humans) just need a narrative to it.
Always great to see the other side of the Dollar Vader argument, but with tariffs, inflation and higher rates for longer Dollar Vader has support domestically, and internationally, massive demand for dollars to refinance circa $70 trillion to $80 trillion pa (or one times global GDP every year) creates Hotel California demand for dollars. Trump himself has stated the 'dollar standard' being something he wants to strengthen and protect. Just can't see how we move away from dollar strength in the short term, but important to keep other scenarios like JD's in mind. It's also why the outlook for copper and other bulk industrial minerals is weak and may stay this way for some time. I shudder at what might happen to Elon and Bessent et.al if they try to reign Trump in too much. Thanks Maggie and JD 🏆🏆
This guy is wrong. 30 year never hit 0 and look at the losses on bank balance sheets now, what balance sheet globally has the capacity to have the kind of unrealized losses this guy is talking about … no one
Another great conversation and, just echoing other comments, it's so good to have you back on our screens with exceptional guests and intelligent chat.
Thanks. I appreciate that @sbd7589. Sometimes there are weird lags or pauses that you all may not hear that result in the guests and I crossing over. I guess that's how you know I'm human and not an AI bot!
Maggie Lake does Talking Markets and Raoul Pal does Journey Man. What's the strategy? Is this channel funded by RP or is this a partnership? Curious :D
stopping the interview at 02:09 usually a rational guy but THE CREDS ARE SCREAMING DOLLAR STRENGTH.. im over here in Louisiana LOL'n AT EVERY ONE OF YOU FUCKING "PREAUXS" USD LOSING 30% AGAINST BIGTIMEUSD hahahahahahhahaa yall are clueless love you Mags
What kind of hairspray does Jared use that makes his hair look like Andrew Jackson?
Great to see you in action again Maggie
1.Jared says he would not buy gold until it gets to $2530. He is taking a big chance as gold might not see that price ever again
2. He's see stagflation. He should see inflationary depression
3. He's right dollar is going down
4. Japan will be forced to raise rates to stop inflation. Japan can do this whilst the US can not. The fed and senate congress and Treasury will surrender to inflation. The debt and deficit spending are too high so raising rates mean those politicians lose their jobs because everything breaks especially banks with high rates. Inflation will keep going up.
Bitcoin is a ponzi scheme.
Oil prices goes up with weak dollar
The next us treasurer has no hope of decreasing debt.
Agreed 😂
Love the way you interact with Jared Maggie
Jared is such a likable dude.
A must listen. Jared presents a unique view on the dollar and bonds that is worth considering!
Thank you 🎉🎉🎉🎉
Thanks Maggie. Another great vid.
Glad you enjoyed it!
Agreed with the 85k retest before 100k
great tempo, confidence, the whole package
I subbed!
Thank you so much for your support and more to come!
Predictions should be put on a chart and revisited in future interviews
Thanks guys
For just a split second i thought Ron Jeremy was speaking about inflation risk 😂😂
Glad to hear your views on TLT. Ant thoughts on midstream providers. TRP AND ENB.
At around min 6:00 Jared talks about how Bessent will HAVE to term out the debt. Why? Why would he lock the US govt into higher rates for a longer duration? The market asks, the Treasury gives. Yellen didn't FORCE bills into the market, the market DEMANDED bills because no one wanted duration risk during the previous administration. If Trump and Bessent can inspire confidence in the future, there will be demand for longer tenors. If not, he'll issue bills, just like Yellen did.
Great one. I think the longer bond trade has been decided for months. Forget the recent move. Look at the volume as it made the selling climax on the monthly chart. That much relative volume doesn't show up late a move like that very often. We (humans) just need a narrative to it.
lmao jared realizes Abe did it.
GEAUX HEAD GOOD JOB MATE
Fascinating
Wonderful
Always great to see the other side of the Dollar Vader argument, but with tariffs, inflation and higher rates for longer Dollar Vader has support domestically, and internationally, massive demand for dollars to refinance circa $70 trillion to $80 trillion pa (or one times global GDP every year) creates Hotel California demand for dollars. Trump himself has stated the 'dollar standard' being something he wants to strengthen and protect. Just can't see how we move away from dollar strength in the short term, but important to keep other scenarios like JD's in mind. It's also why the outlook for copper and other bulk industrial minerals is weak and may stay this way for some time. I shudder at what might happen to Elon and Bessent et.al if they try to reign Trump in too much. Thanks Maggie and JD 🏆🏆
"Dollar Vadar" - love this description
@31:30 chatgpt has US market cap at 36% vs world market cap.. still high
Love these 2
I was wondering where you'd pop up. Go Maggie!!
I keep telling everyone that the dollar isn't worth anything but whenever I try to take it from him and they get all bent out of shape. Go figure
Deez Nuts Dillion!!
This guy is wrong. 30 year never hit 0 and look at the losses on bank balance sheets now, what balance sheet globally has the capacity to have the kind of unrealized losses this guy is talking about … no one
First? seems quiet round here...
"Picking bottoms and riding tops" some of these stock market terms are funny 🤭
Nice interview.
IF JARED IS BLACKBALLED COME TOMORROW I GUESS IM SORRY
Another great conversation and, just echoing other comments, it's so good to have you back on our screens with exceptional guests and intelligent chat.
Maggie, If you let the guest speak, the show will be a LOT more valuable 😂
She strikes a good balance I think
@ By talking over guests? 😂
Thanks. I appreciate that @sbd7589. Sometimes there are weird lags or pauses that you all may not hear that result in the guests and I crossing over. I guess that's how you know I'm human and not an AI bot!
Maggie Lake does Talking Markets and Raoul Pal does Journey Man. What's the strategy? Is this channel funded by RP or is this a partnership? Curious :D
Maggie isn't with RV anymore... Entirely independent
Stop it with the "it feels like"
stopping the interview at 02:09
usually a rational guy but THE CREDS ARE SCREAMING DOLLAR STRENGTH..
im over here in Louisiana
LOL'n
AT EVERY ONE OF YOU FUCKING "PREAUXS"
USD LOSING 30% AGAINST BIGTIMEUSD
hahahahahahhahaa
yall are clueless
love you Mags