Interesting Items To Share
I read quite a few articles and reports each week. I also try to get 10,000 steps a day in walking. While walking, I listen to many podcasts. I will share items I find interesting.
Meb Faber Podcast
Episode #511: Louis-Vincent Gave & Harris “Kuppy” Kupperman: De-Dollarization, De-Sinafication & The Commodity Bull Market
Two of my favorite market commentators and investors
Grants 40th Anniversary: "Rates Can Never Rise" (Redux)
DoubleLine CEO Jeffrey Gundlach, speaking Oct. 3, 2024, at Grant’s Interest Rate Observer fall investment conference, shares (1:31) his views on why fixed income yields are headed much higher and the implications of the end of a 40-year decline in interest rates. The title of his presentation reprises the “Rates Can Never Rise” title of his Grant’s fall conference presentation on Oct. 4, 2016. With that title, Mr. Gundlach took issue with erroneous predictions at the time of frozen lows in U.S. Treasury yields and called for a rise in rates.
Only recently subscribed to your newsletter via the AIA homepage and very much interested to migrate over my subscription to Substack. I'm aware that in your latest Youtube video you mentioned you're looking into ways of migrating accounts over to Substack. Looking forward to see if this is possible.
Hello. From what I hear it is a bit challenging to get spots for walking in the US, because the infra is mostly for cars. So how do people walk in the states? Are there still walkable roads.? Or do you guys just buy treadmills? Or go to gyms and parks?