John Rubino, Founder of the Dollar Collapse website and editor of a recently launched newsletter over at Substack, joins us to review some long and short investing themes as markets await the larger macro trends in motion to contract economic growth. We discuss possible scenarios that could play out as the Fed and other central banks keep tightening and how the interest rates we already have will have a lagging factor on pressuring both businesses and consumers. If we see a recession or extended contraction worsen due to this backdrop, then we could see different sectors break under the pressure and this could be the tipping point to bring in more accommodative action from the central banks, without fixing the real issues.
Until that plays out, then John is seeing interesting shorting opportunities in general equities and even overseas in markets like Japan or with currencies directly like the Yen. He is more hesitant to get too much long exposure at this point in the cycle, but he is interested in scaling into more uranium, copper, and silver sector and stock exposure, and outlines the medium to longer-term positive supply/demand growth narratives in these commodities.
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