A Thought-Provoking discussion
Registered investment advisor and author of MishTalk Mike "Mish" Shedlock joined Daryl Jones for the 25th episode of Hedgeye | In The Arena.
In this wide ranging conversation Mish shares his seasoned views on a number of topics including:
- Inflation or Deflation Debate: There is a lot of hidden inflation
- Favorite Asset Classes: Gold and Treasuries
- Good Reason to Expect Recession: Greenspan doesn't
- Rate Cut or Hike What's Next: It's clear what they want to do
- Central Bank Independence: I would abolish the Fed in a second
Click here to download the iTunes version of In the Arena.
Here is a sneak peak at Mish's current playbook:
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"I would hide out in gold and treasuries. I'll name another place, I'm personally in some marijuana plays and I'm in some private equity plays related to the healthcare industry. I think people need to search out asset classes that are truly not correlated to the rest of the market." |
Daryl and Mish also weighed in on the 2020 election, below is a quick look at Mish's thoughts:
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"I actually think that Elizabeth Warren might be the one person that Trump could beat. I've looked at polls recently and Warren has slipped badly. I think people are coming around to the idea of how the heck are we going to pay for all this stuff she's promising and they don't like the conclusion..." |
To learn more about Mish and his current views you can follow him on Twitter @MishGEA or checkout his blog MishTalk.
