John Rubino – Interest Rates, Bonds, Inflation, and Precious Metals
John Rubino, Founder of the Dollar Collapse website, joins us to discuss the market trends for 2022 in interest rates, bonds, inflation, and precious metals. We start with a look the recent move up on long-term interest rates, and how the Fed tapering of accommodative may be affecting the bond markets. Next we get into the trends in inflation, where prices have continued rising the last few months, and at one point disinflation will set in. John feels inflation will be more persistent especially around wage inflation, and outlines how this will pressure companies and the prices that they pass on to consumers. We wrap up with macro thoughts on what may drive gold and the gold stocks higher this year, and how it may intersect with a major market crash and the Fed rate hikes.