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Tag: book author

The Looming Iceberg Ahead of the US Economy (Szn 7, Epsd 1)

Published January 28, 2025

Les Rubin, Main Street Economics

Les Rubin of Main Street Economics joins the podcast to discuss his chief concern facing not just markets and economies, but the world at large: US sovereign debt.

This podcast episode was recorded on Wednesday, Jan. 22, 2025 and released to premium subscribers the same day. Information on premium subscriptions, including the vast benefits, are available on our Substack.

Content Highlights

  • The US economy is headed to ‘serious problems’ and the guest’s mission is to educate people to the gravity of the situation (1:47);
  • Debt and fiscal deficits are nothing for the US. But its debt/GDP ratios is reaching a breaking point (2:57);
  • How soon might the breaking point arrive? (5:30);
  • Is there anything from the new Trump administration that might turn the tide? Elon Musk’s DOGE program has promise… (11:02);
  • What about tariffs? (16:22);
  • Background on the guest (20:36);
  • The need for more education: not just financial literacy, but economics (23:55).

More Information on the Guest

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US Election ‘Black Swans’ Include Significant Chance of Political Violence (Szn 6, Epsd 20)

Published November 1, 2024

With Mike Blyth, Sigma 7

Dr. Mike Blyth of risk services company Sigma7, joins the podcast to discuss ‘unknown unknowns’ facing next week’s US election.

Blyth is a career national security professional, having worked for US and British civil and military operations globally.

This podcast episode was recorded on Oct. 30, 2024 and was made available to premium subscribers that day. To learn about premium subscription options, visit our Substack.

Content Highlights

  • Background on the guest and why he is qualified to speak of all things national and international security (1:42);
  • Main concerns entering the election. External and internal agitators have raised the risk of political violence (4:57);
  • Gaming out the various scenarios. Almost all involve violence, especially if former President Donald Trump is not elected (7:26);
  • The narrative on social media and elsewhere is consistent with what typically presages violence. “It’s a tinderbox. We’re waiting for the flame to be lit” (11:26);
  • What parts of the economy might be most at risk and which might be more resilient (16:49);
  • What about geopolitical risks? (20:42).

For more about the guest, visit the website S7risk.com.

Watch the Recording

Transcript

MoreUS Election ‘Black Swans’ Include Significant Chance of Political Violence (Szn 6, Epsd 20)
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Tariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 — Should It Happen (Szn 6, Epsd 19)

Published October 30, 2024

With Marc Chandler, Bannockburn Global Forex

Marc Chapman of Bannockburn Global Forex rejoins the podcast to discuss all things US election and the impact a Trump victory would have on economics and financial markets.

This podcast episode was recorded Monday, Oct. 28, 2024 and was made available for premium subscribers that same day. More information about premium subscriptions is available on our Substack.

Content Highlights

  • The impact of a Trump victory next Tuesday is seen as greater as the impact of a Harris victory. What this means for markets and the economy (2:11);
  • What if Trump doesn’t win? That has become the contrarian take (3:45);
  • How it all might affect Mexico, the US’ largest trading partner (5:40);
  • The US-Canada-Mexico free trade agreement is up for review next year. Expect more concessions from Mexico regardless of who’s in the White House (and Congress) (12:22);
  • However the outlook is not all bad for all Mexican securities… (15:40);
  • Concerns Trump will try to limit the Federal Reserve’s independence (19:38);
  • Don’t overlook the possibility of a recession early in the next president’s term (25:44);
  • Trump victory may lead to more mergers and acquisitions (26:50).

More From the Guest

Transcript

MoreTariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 — Should It Happen (Szn 6, Epsd 19)
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