John Rubino – Reflections On Interest Rates, The US Dollar, Costco Gold Buying, Oil, And Uranium

John Rubino, publisher of his newsletter over at Substack, joins us review the market moves we’ve seen in higher interest rates and a surging US dollar, the big rush of gold buying at Costco stores, and the recent rollover in the stronger energy commodities of oil and uranium.


The conversation covers a lot of ground with regards to the larger macroeconomic forces at play, and how he still sees the eventual result will be a recession and contraction of the economy in the medium-term. This all filters down into how investors should be positioned and what data they should be paying attention to.




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