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Collateral Contagion Is The Big Risk Everyone Should Worry About | Gordon Long

Sep 19, 2023
Market analyst Gordon Long joins the podcast to discuss the upcoming collateral contagion crisis and the risks associated with untested ETFs. They also analyze the end of the great moderation, explore the concept of stealth liquidity in supporting the economy, and discuss off balance sheet transactions and the impact of the Japanese carry trade. The podcast covers the current state of treasuries and the potential for a Fed pivot, as well as the factors and consequences of economic moderation. The guest shares their market outlook, advising caution in equities and recommending investments in gold, silver, and bonds.
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