The Acquirers Podcast cover image

David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22

The Acquirers Podcast

00:00

Navigating Markets in a Rising Rate Era

This chapter explores the contrasting conditions of the stock and real estate markets as interest rates rise, discussing the influence of private capital and the complexities of the private debt market. The speakers emphasize the potential crises linked to private equity and the shadow banking system while reflecting on investment strategies, particularly in precious metals like gold and platinum. They also critique the Federal Reserve's approach to economic challenges and the impact of monetary policy on market behaviors and valuations.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app