Greg Weldon

Greg Weldon, CEO of Weldon Financial, talks about potential opportunities in the market, complexities to watch in 2024, stock market performance, geopolitical risks, market volatility, small banks, commercial real estate, oil prices, and upcoming plans for education month on Real Vision.

In this engaging conversation, veteran financial strategist Greg Weldon shares insights from his 40 years in global markets. He discusses the alarming $54 trillion in U.S. debt and the implications of a macro event horizon, predicting that foreign buyers will shy away from Treasuries. Weldon highlights inflation risks, particularly in food and services, and suggests that the Fed may prioritize debt deflation over inflation control, leading to further dollar depreciation. He also touches on the shifting dynamics in global investments, including the growing allure of gold and Bitcoin.

Greg Weldon, CEO of Weldon Financials, discusses the US stock market's response to strong GDP data, the outlook for US equities, the impact of the US budget on risk assets, and the rise of commodities as a vital asset class. They also explore geopolitical risks, skepticism around AI tech stocks, trading opportunities in cocoa, worries about credit strains, and the potential consequences of a hit to a major financial center in Asia.

Greg Weldon, CEO of Weldon Financial, discusses the impact of the U.S. dollar on equities, potential gold rally, Asian currencies, market stability, cryptocurrency, S&P 500 trends, geopolitical threats, gold as a safe haven asset, and outlook on base metals.

In this podcast, Greg Weldon and Raoul Pal discuss the crypto momentum dominating the market, opportunities and risks in the rally, and the impact of the upcoming PCE print. They also explore the AI event in Singapore, the resilience of cryptocurrencies, economic approaches, stagflation, and the implications of money printing on global markets.