John Rubino

John Rubino, a former Wall Street analyst and author, dives deep into the current economic landscape. He critiques the Federal Reserve’s rate cuts amidst a stock market bubble, predicting chaos ahead. Rubino warns of a potential crack-up boom in tech stocks and highlights risks from vendor financing in the AI sector. He discusses the possibility of a return to quantitative easing and government asset purchases, emphasizing gold and silver as safe bets. The conversation also touches on shadow banking and the implications of underinvestment in energy.