John Rubino – Volatile Markets, Fed Policy, Inflation Hedges, And Safe Haven Assets
John Rubino, Founder of the Dollar Collapse website, joins us to comment on the recent volatility in the markets, and how things are setting up within the context of a Fed that is getting more hawkish, and with higher inflation for much of this year. We discuss the strange environment of the rising US dollar as a form of safe haven in the midst of high inflation readings; and whether or not gold, oil and energy stocks, and bitcoin and the crypto currencies should be viewed as inflation hedges. John points out that gold has done it’s job in terms of retaining it’s purchasing power over longer periods of time.
We wrap up with getting John’s medium to longer term outlook on the precious metals sector, the leverage that mining stocks offer, along with the options strategy he has been using with larger PM producers with dividends to generate income in an overall choppy mining sector.