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Cover for John Rubino - Mega Cap Tech vs Gold As An Inflation Hedge

John Rubino - Mega Cap Tech vs Gold As An Inflation Hedge

May 12, 2024
KEReport
By KEReport
KEReport

John Rubino, Follow John on his Substack, join us to outline why he thinks a market crash and recession are on the horizon. This makes the precious metals a more attractive investment to John.

We discuss why investors now think that mega tech are also an inflation hedge beside simply gold. Also how this mentality could change when a market crash and recession hit the US.

Fed policy ties into this as higher for longer is more in the headlines. Central banks around the world have been pushing back rate cuts but markets have been resilient. What's the investor mentality that's holding markets up?

Click here to visit the John's Substack to keep up to date on his market and economic commentary.

KEReport
KEReport
The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap companies. Interviews are published daily to help investors navigate the markets.
View all podcast by KEReport

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