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Jim Rickards Connecting the Dots Part 1

Jim Rickards Connecting the Dots Part 1

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This time I had enough questions that would fill three weeks of replies! (For those that know Jim, he’s extremely generous with his answers.)
This was also partly because the latest monthly was all about connecting the dots to create and understand the bigger picture at play.

Usually, Jim’s issues take a deep dive on a range of topics that affect markets and your portfolio — economic growth, central bank policy, inflation, deflation, currencies, gold, stocks, bonds, demographics, geopolitics, and a lot more.

But this month he did something different…
He took two steps back, looking at all of these topics from a broader perspective. Instead of picking one and diving in, he took the major factors that drive markets and synthesised them into a big picture.
It’s like when you go to the theatre to watch a play…

A structural narrative forms the background and scenery that’s being performed by actors in the foreground. Most people focus on the actors. But it’s important not to forget about the scenery. That’s where the villains hide.

As such, the format was a kind of Q&A…which made my job rather easy when talking to Jim — I could ask him to expand on many of these questions.

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Producer:Jason Swifte

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17 сентября 2021 г. 1:00:00
00:27:41
Яндекс.Метрика