Description
Gordon Johnson, CEO & Founder of GLJ Research, joins James Connor to deliver a compelling analysis of why inflation is set to surge and how key economic indicators are flashing recessionary warnings. He delivers a sharp critique of Federal Reserve policies, highlights the growing disconnect between the stock market and the real economy, and explains why he’s now even more bearish about Tesla. Gordon also expands on investment strategies to protect your wealth in an inflationary environment and explains why he’s very bullish on uranium and nuclear power.
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Chapters:
2:28 - Is the Stock Market the Real Economy?
6:33 - How Electricity Consumption, U.S. Semiconductor Exports & Other Indicators Signal Recession
11:23 - The Fed’s Role in Treasury Market Dysfunction
19:00 - How Federal Reserve Policies Impact Inflation
26:15 - Why Inflation Could Reaccelerate in 2025
31:04 - Investment Strategies for an Inflationary Environment
32:46 - The Bull and Bear Case for Uranium
39:16 - Criticism of Tesla’s Valuation and Fundamentals
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#Wealthion #Wealth #Finance #Investing #Economy #Inflation #FederalReserve #Uranium #StockMarket #Tesla #NuclearEnergy #Money #FinancialAdvice #MarketAnalysis #Recession #InvestmentStrategies #EconomicOutlook #ElonMusk #Fed
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