Stagflation to Continue as the Economy Weakens with Bill Fleckenstein

Interview recorded - 24th of July, 2024

On this episode of the WTFinance podcast I had the pleasure of welcoming on Bill Fleckenstein. Bill is a professional money manager with over 30 years of experience. He writes a writes a daily column and is the author of “Greenspan’s bubbles: the age of ignorance at the federal reserve”.

0:00 - Introduction
1:07 - Economic and market outlook?
6:10 - Stagflation?
7:42 - GDP growth
10:02 - What has the FED had on the economy?
13:22 - QE & QT
15:42 - How can financial system be resolved?
18:48 - Where could inflation go?
21:13 - What could encourage asset appreciation?
25:38 - What is Bill watching to gauge markets?
26:42 - Long AI, Short Small cap
31:53 - What is driving dollar movements?
33:23 - Can Japan increase interest rates with debt level?
34:28 - How long does monetisation of debt last?
36:40 - One message to takeaway from our conversation?

Bill Fleckenstein is president of Fleckenstein Capital, a money management firm based in Seattle. He writes a daily Market Rap column for his website, Fleckensteincapital.com, as well as the popular column Contrarian Chronicles for MSN Money.

Bill Fleckenstein began writing a daily column on the Internet in 1996. Initially, the Market Rap was a daily recap of market events, with an added "Yes, but..." emphasis. "I quickly learned that the contrarian viewpoint was often misrepresented and under-reported. Since then, my daily column has always called it like I see it. I've tried to write the column in a way that even the novice investor can understand. I believe it's better to teach someone how to fish, rather than just give them an occasional fish."

Bill Fleckenstein -

Website: https://www.fleckensteincapital.com/
Twitter: https://x.com/fleckcap?lang=en

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