выпускать: 2026/05/14 19:45 читать: 0
Оригинальный автор:Benny & The Squirrel
Первоисточник:https://www.youtube.com/embed/t_gnoabKdD4
Larry McDonald (Bear Traps Report) joins Episode 51 of @Benny_Squirrel . We chat about three structural inflation drivers: a $2 trillion AI/infrastructure CapEx boom, a $1.9 trillion fiscal deficit, and 72 days of straits closure rippling through supply chains. He warns that 8% inflation in Q3 is plausible, that markets are dangerously complacent due to recency bias around Trump deal-making, and that the Fed has limited tools to respond. Beneath the surface, multiple stress signals are flashing: record-narrow market breadth, CCC credit underperformance, consumer purchasing power destruction, and semiconductor supply chain fragility. He calls the pending SpaceX/OpenAI/Anthropic index inclusions "the scam of the century" and flags private credit/insurance companies as hidden bag holders. His positioning: long commodities, materials, industrials, and selective China equities; short the US consumer, broad index, and insurance names with private credit exposure.
Gamer Live
2026-05-15 07:20
Vault of Old Coins
2026-05-15 07:20
Bound by the Family
2026-05-15 07:20
Bedtime Stories for Kids
2026-05-15 07:20
SMART CRIPTOATIVOS
2026-05-15 07:20
Ensi Crypto
2026-05-15 07:02
비트코인 YES MEN
2026-05-15 06:19
PePo Coin
2026-05-15 06:19
CoinCim
2026-05-15 06:19
Выберите валюту
US Dollar
USD
Chinese Yuan
CNY
Japanese Yen
JPY
South Korean Won
KRW
New Taiwan Dollar
TWD
Canadian Dollar
CAD
Euro
EUR
Pound Sterling
GBP
Danish Krone
DKK
Hong Kong Dollar
HKD
Australian Dollar
AUD
Brazilian Real
BRL
Swiss Franc
CHF
Chilean Peso
CLP
Czech Koruna KČ
CZK
Singapore Dollar
SGD
Indian Rupee
INR
Saudi Riyal
SAR
Vietnamese Dong
VND
Thai Baht
THB
Выберите валюту
US Dollar
USD-$
Chinese Yuan
CNY-¥
Japanese Yen
JPY-¥
South Korean Won
KRW -₩
New Taiwan Dollar
TWD-NT$
Canadian Dollar
CAD-$
Euro
EUR - €
Pound Sterling
GBP-£
Danish Krone
DKK-KR
Hong Kong Dollar
HKD- $
Australian Dollar
AUD-$
Brazilian Real
BRL -R$
Swiss Franc
CHF -FR
Chilean Peso
CLP-$
Czech Koruna KČ
CZK -KČ
Singapore Dollar
SGD-S$
Indian Rupee
INR -₹
Saudi Riyal
SAR -SAR
Vietnamese Dong
VND-₫
Thai Baht
THB -฿