10-Minute Contrarian Ep194: Canaries in the Coalmine
Mar 8, 2025
Discover early indicators showing potential shifts in the US stock market. The host introduces three essential "canaries" to help determine when to activate bear market strategies. Unpack the effects of global tariffs and learn how to maintain financial stability through high-yield investments. Explore proactive strategies to safeguard your assets against uncertainty, using crucial market indices like the Russell 2000. Tune in for insights that could enhance your trading decisions!
AI Snips
Chapters
Transcript
Episode notes
Cash Stacking and Inflation Mitigation
- VP recommends stacking cash during uncertain market periods.
- Mitigate inflation by investing in high-yield ETFs like JAAA or SGOV.
Calculating Real Returns with Inflation
- When calculating real returns, consider starting from a negative baseline due to inflation.
- A 5% yield with 3% inflation is a 5% gain, not 2%, because you are mitigating the -3% inflation.
Gold as a Safe Haven
- Consider moving cash into gold for protection during market downturns.
- VP remains bullish on gold and suggests using instruments that allow easy in-and-out movement.