I’ve listened to this twice already, and am looking forward to forward to my third helping. Please thank James very much. He made it all seem so effortless.

James Ferguson was very level headed and made 100% sense in this mad money printing world

I stumbled across Oxbow Advisors about 6 months ago on YT. I started watching all their videos. I really like Ted and Chance. Both seem very smart, very pragmatic and appropriately cautious in these weird times. I like how they pick their sectors and stocks, and I really like how they are realistically looking at trends in the economy and don't get caught up in the current market hype. Should I switch to them? Thinking about it.

Refreshing to listen to someone who knows what they are talking about. Thanks!

Amazing video Sir. This by far the most informative videos I have seen on the economy. In the crazy markets its good to hear people providing a real perspective and cautioning against the market frenzy. This has really helped me and I cant thank you enough. Please keep coming up with your videos. I am a fan !

Great interview!! Insightful and precise. It will be great if you would invite him back on a regular basis. The data and his views have cleared a lot of questions on my mind.

The best thing we can do is continue to follow as many of these old wise voices as we can. They’ve been through it all and have the best sense of what’s likely to happen in the short term and to a degree the medium term. Be open, be thoughtful, be nimble and always view everything with an eye towards preserving your hard earned capital and wealth.

LOVE YOU TED !! ❤

There should be no rate cuts even when/if deflation starts! Rates should NEVER go below under 5%. If business can't function in that environment, it is poorly run. And if consumers of large ticket items that people buy on time can't buy them at 5% interest then the prices of those items are too high! Rates too low is bad and indicate mismanagement of the economy. Rates too high also indicate mismanagement of the economy. There must be a balance between rates and prices and the government must stop flooding the market with free money. Extra money should only come into the economy when business needs it for expansion.

Excellent thoughtful interview by the way, thank you.

It is always so meaningful to find one of Ted's presentations online, but this time he's reached even brighter (as in wise, knowledgeable and useful) heights. Please, Ted, bring James back again...and soon!

This analyst is brilliant. Primarily because his views are essentially my own.

Thanks Ted! and James!

Just outstanding … James is brilliant

Awesome - thanks Ted & James! 👍🏻💛

Good interview. I just hope he is right, as I am very conservatively invested.

Great job .. thx

I haven’t heard a clearer explanation of the reasons for the mess that we’re in today and why. Thanks very much.

This interview is brilliant! Love the guest. More of him please

Finally a great explanation of the reverse repo.

Economic investigator Frank G Melbourne Australia is following this very informative content cheers Frank 😊

I’d love to view the outtakes. Especially the one at 40:27.

Well, here we are with a hot CPI this morning, and the market first fizzles, and then is roaring up again as I write this? I'm sure I don't know a lot of things about investing, and I mean that, but here we have an overbought market racing higher when it seems to me it shouldn't? Who is investing in this market? Seems suspicious to me? Money supporting it is coming from somewhere? Maybe from people who don't know what they are doing, and maybe from people who do know what they are doing? Does the election coming up have something to do with this, and maybe some money is making its way into the market that otherwise wouldn't, and shouldn't be? On the other hand maybe this time its different? An overbought market continuing to go up is now the new normal, because of the expectation that the Fed will serve the rich again, by lowering rates yet again, when they shouldn't? Let's see now, lower rates will drive the market higher while it is already overbought. It will continue to drive home and auto prices, and everything bought on time higher and higher until the majority of people can't buy those items anymore, and inflation on everything will turn up again, especially when you consider the vast overspending of the government! hope that scenario doesn't play out because it ain't gonna end well for most people!

It’s all “fugazy”

Incredible interview

Very coherent with Rosenberg and Hankie analyses and conclusions. Great stuff. I am thinking myself that the only think able to get us out of the deadly spiral longer term is AI and robotization. Because the analysis did not touch other impediments to growth; decreasing labour supply (plus increasing speding for pensioners) and retiring savings of the baby boomers that cut on consumption and tend to be more conservative wrt the risk-on allocation. This high level of robotisation partly saves Japan at the moment. But we would need a much bigger positive productivity shock as the Japanese unlike the US entered the labour decrease with lots of domestic savings.

Something that has been a thorn for me is, when politicians proclaim they are the ones who are growing business. People grow businesses, politicians are responsible for good government that helps people get a business going, like low inflation, low taxes, and low regulations.. they only provide a good or bad environment for people to start a successful business

Dr Lacy Hunt back in 2022 (based upon his analysis) had the inflation rate being ..yes.. somewhat transitory, but deflation must come as everything hits the fan then eventually massive Stagflation. A very unpleasant Future.

My question is how reliable are bonds in a country with 40, 45T in debt ? At the point in the future where zero real GDP is happening, 150T of unfunded liabilities and China taking over all mfg... The boomers will be dying and ww will be collapsing. Buying bonds a good idea ?

Imagine deflation with that debt pile. Would be very bad but I doubt it will happen. Commodities are basing and once they break out, inflation will not fall much.

QE and yields go up is the sign...and not a good one.

Unfortunately, there is a terrible echo coming from the guest speaker.

You have to give some credit to the idiotic German energy policy for ruining their country not just the ECB.

Worry about the consequences of renewed QE.