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Hello, my name is Greg Weldon, and I am the host of Money, Markets & New Age Investing, a Podcast that I have created to help people better understand what makes the global capital markets "tick", to help level the so-called playing field. I will teach you the things you'll NEED to know to best capitalize on your investments. I will show you specific trading strategies, and how to be protect your downside, because having a risk management overlay is paramount to success. But that’s just the beginning. We live in historic times, with big picture changes happening all around us . Financially speaking, this is all about a 50-year credit cycle of printing money, debasing the value of your paper wealth every single day …trillions of new dollars, yen, euros, pesos, new paper IOUs FLOODING the market. Then a pandemic accelerated a FORTY YEAR TREND REVERSAL, and BAM, inflation is thrown into the mix !!! More money chasing less goods”, it is everywhere, in everything, and everyone feels it. Add one final and critical secular trend that is intensifying … POLARIZATION …we’ve seen in it income for decades, but now it is in everything … weather, politics, human behavior, and markets. What do we have?? A new age of heightened volatility, one that will be with us for the foreseeable future. Thus, it is never more important to care for your ASSETS. With four decades of experience and a New Age vision for the future, I can help you learn how to better navigate these ever more volatile markets!!!! Join me for Money, Markets & New Age Investing!!!
42 Episodes
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Send us a text The world's most important EVER, highest stakes EVER, poker match is set to take place this coming week, between China's Xi and Trump from the US. These two shrewd operators, sharks both, have been playing back at one another for weeks, months in fact, and recently the stakes went up. Trump, holding a strong hand defined by Chips-AI-Quantum-Tech bet big earlier this month, splashing the threat of 150% tariffs onto the felt, "floating" the hand, on a bluff...(since he understand...
Send us a text In my view, Jay Powell has become "a problem", though NOT because he’s a bad guy with evil intent. I do not believe that. In fact, he seems like a genuinely “nice guy”! BUT, having said that, he IS an “egghead, an overthinking, theoretical, no action, no skin in the game, no blood-no foul, ACADEMIC. Jerome Powell is a monetary PURIST and thus, beyond Employment and Inflation…NOTHING ELSE MATTERS! The Consumer Cocoon…matters NOT, not until there is a recession. The Credit Crunch...
Send us a text In this episode of Money, Markets & New Age Investing Greg puts forth a new macro-thematic thought process as a way to answer what has become THE MOST asked question of the year…"why now, why after decades of worry, does the US Public Debt MATTER???" The answer is simply physics, and a study of "stabilization" and "rotational angles", and the physics behind how a seesaw "works". Just like Greg's "Debt Black Hole" analogy...the "see-saw", Pete Seger's "Teaspoons of Sand" the...
Send us a text The current macro-economic “narrative” is as follows: 1. The Consumer remains "strong", with a "healthy" Balance Sheet 2. The Labor Market remains "solid." In today's podcast I use FACTS, data and simple mathematics to COMPLETELY blow up that narrative and debunk the greatest macro-economic myth out there right now, that the Consumer remains in a "strong" position, with a "healthy" balance sheet, and that the Labor market remains "s...
Send us a text As a tsunami of "supply" rolls towards the shores of the US Treasury market ... it’s hard to envision how US Bond yields don't rise further unless, or more realistically until, the Fed takes action, taking the 30-Year T- Bond above 5% and calling into question the underlying "credibility" of the US Bond market. Indeed, the top-down secular fundamentals for both the US Treasury market and the value of the US currency is DECIDELY BEARISH, as it pertains to the Debt Black Hole the...
Send us a text At the risk of aging myself, I vividly remember Mad Magazine as a kid, and the goofy, enigmatic, care-free character Alfred E. Neuman. Alfred was famous for being care-free with the buzz phrase..."What, Me Worry?" As the Trade War intensifies, I ask, who is "worried" out there? Well Donald Trump is hoping China is worried. The Donald is hoping that Fed Chair Powell is worried. But both of these individuals are giving us their BEST "Alfred E. Neuman" imitation. What? Me, Worry? ...
Send us a text Stagflation, Supermassive Debt Black Holes, Consumer Cocoons, FOMC Policy, Trump Tariffs, the Financial pop-media, the Stock Market, US Dollar and Gold...Greg "talks" all these topics in this recent interview, hosted by an industry legend, the original Wall Street Whiz Kid, Peter Grandich, one-time agent and money manager to some of New York's most iconic professional athletes, now retired. Support the show https://twitter.com/money_podcast Money, Markets & New Age Investin...
Send us a text In this episode Greg discusses: The two biggest macro-economic dislocations in US history, as the main secular "themes" for 2025 (and beyond). The micro-details in the form of the simple mathematics that clearly illustrate and define those two macro-dislocations. And the markets...what to do! Two specific strategies that anyone can deploy within the stock market to help protect the purchasing power of your money, income and wealth. Support the show https://twitter.com/money_pod...
Send us a text Among several macro-themes I pushed during last January's 2024 Outlook, I note three that are intertwined with the US Consumer: One) US Consumer cocoon would “harden” amid deflation in “real” Retail Sales. Two) Consumers would RELY on Credit Cards to “make ends meet,” thus Delinquencies would soar under intensifying financial pressure, thanks to dangerously LOW savings and ZERO “real” wage growth. Three) A consumer credit crunch would evolve. BAM, we entered the final phase...
Send us a text By deciding to cut their Fed Funds Policy Rate this past week, amid a renewed rise in CPI price indexes is a clear sign that the FOMC is "acquiescing" to higher general rates of inflation. Subsequently the US Dollar has broken out to the upside in a big way, which in turn is weighing on US Stock Indexes, Gold along with the entire Metals complex, and even Bitcoin. What's next for the US economy, the Federal Reserve, the Dollar, and US asset prices? Greg lays out his outlook,...
Send us a text Vladimir Lenin once said... "The way to crush the bourgeoisie is to grind them between the millstones of taxation and inflation." While there is controversy as to whether it was in fact Lenin who said that, or the legendary economist John Maynard Keynes, who attributed that line to Lenin following an interview he conducted with the Russian leader...the fact is simple, the US Consumer is being CRUSHED, ground up between the millstones of taxation and inflation. Here is ...
1Send us a text It's Season Two, Episode Ten and Greg reviews the dramatic shift in the monetary policy narrative from the Federal Reserve this past week, away from "fighting inflation" to "protecting the economy", following yet another in a string of EXCEPTIONALLY WEAK economic data, culminating in a nightmarish Employment Situation Report on Friday from the BLS. Greg dissects the data, not only in the US, but also in China, who published equally WEAK macro-economic in the last two weeks, as...
Send us a text In Episode 9, Greg introduces his new Three Podcast Special Series, "interviews" with a handful of the greatest money managers/traders of all-time, thanks to his colleague of many years, the legendary Jack Schwager, author of the must-read and top-ten all-time financial market book, "Market Wizards". Yes, Greg has received permission from Jack to share excerpts from this classic book, an abundance of real world blood, sweat and tears lessons from the greatest of all time, seve...
Send us a text There was a mind-numbing Presidential debate this week on national TV, but there is NO "debating" the facts: Fact -- the US consumer is cocooning, cutting back discretionary spending amid a depletion of savings, maxed-out credit cards, and "real" wages that barely keep pace with (still high) inflation. "Real" (inflation adjusted, in dollar terms) Retail Sales have been NEGATIVE for five consecutive months, in 19 of the last 20 months, and in 24 of the last 27 months. That is a...
Send us a text First, don't miss the offer of a FREE Chart Book that accompanies this Episode, with dozens of cool charts on Consumer Credit, Delinquencies, Household Finances, Inflation, Retail Sales, and, ALL the markets we are currently involved with, Financials, Utilities, Consumer Staples and Utilities along with the US Dollar, Gold, Silver, Platinum, Copper, Base Metals, Uranium, Natural Gas, Bitcoin, Ethereum and more! Email us at sales@weldononline.com to request this FREE Chart...
Send us a text The S+P 500 has risen by +50.8% since the October 2022 low. The XLK S+P Information-Technology ETF has risen by +88.0% since the October 2022 low. And since just last October the NASDAQ-100 Index has risen by +31.2% . The last six-months of this massive bull move in US stocks has been driven by three themes: · Expectations of Fed rate cuts in 2024 · AI and chip stocks · &nbs...
Send us a text Twenty-two global Central Banks held meetings this past week to decide what, if any, changes they would make to their monetary policy stance. More than one-third of those Central Banks (8) voted to CUT their official short-term Policy Rate, TWICE as many as voted to raise rates (4), while 10 of 22 left policy unchanged. Of those Central Banks that left rates unchanged, the majority of them communicated belief that they would be cutting rates this summer or fall, as global mone...
Send us a text You have heard me warning about a coming crisis in US Commercial Real-Estate and how it would link to Small Banks, not only here in the US, but around the world. Moreover, I warned in December about Small Bank Balance Sheets, and cited that as the likely REASON WHY the Fed abandoned their hawkish rhetoric at the year-end meeting. You have heard me warning about a coming Consumer credit problem, particularly as it relates to out of control borrowing via Credit Cards...
Send us a text In Episode #3 of Season Two Greg offers an in depth look at three countries which reflect the three primary and dominant macro-economic "backdrops" - Stagflation, Inflation and Deflation. Each of these locations offer crystal clear evidence within the data and the market positioning and thus gives us clues as to how these scenarios may emerge in other countries, including the Anglo-nations (AKA USA, United Kingdom, Canada, and Australia). Subsequently we can use these three...
Send us a text What Does the FOMC Know, That the Markets Don't? Alternative Title: "Jerome Powell goes Mandelbaum on the Market!" Indeed, Jerome Powell and the FOMC stunned markets last week as the US Central Bank did NOT verbally "protest" the uber-dovish Fed Funds Rates "priced into" the futures market for end-2024 (roughly 4.50%, down from 5.00% in October), but rather went DEEPER and MORE DOVISH, with projections that put the FF Policy Rate BELOW 4% by the end of next year.&...
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