GM22: Investing through a Fourth Turning ft. Niels Kaastrup-Larsen & Cem Karsan

Today, Cem Karsan and I reflect on previous conversations with guests on the Global Macro series and how they have developed us as investors. We also discuss the historical framework of the Fed and their role and power in the economy, how 40 years of monetary policy and technological revolution have caused historic inequality and how recessions have been handled throughout history. Additionally, we address the consequences of ultra low interest rates and high inflation and why we might see a loss of credibility in the Fed going forward, the importance of finding an edge in your investment strategy. Lastly, we discuss the strength of the dollar, how investors should position themselves in the wake of a Fourth Turning and much more.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to [email protected] please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 00:00 - Intro02:54 - Looking back on previous GM guests and how they impacted our thinking09:17 - Thoughts on the Fed and a historical perspective21:11 - How much power and control does the Fed actually have?31:02 - Low interest rates... a bubble maker?40:03 - The inverted yield curve...a sign?49:26 - Using volatility as a guide for equity markets59:14 - What happens to the dollar?01:04:13 - What should investors be considering at this point?01:12:24 - Thanks for listeningCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment...