S2 E2:  What Does the FOMC Know, That the Markets Don't?

S2 E2: What Does the FOMC Know, That the Markets Don't?

Author: Greg Weldon December 19, 2023 Duration: 28:22
Send us Fan Mail What Does the FOMC Know, That the Markets Don't? Alternative Title: "Jerome Powell goes Mandelbaum on the Market!" Indeed, Jerome Powell and the FOMC stunned markets last week as the US Central Bank did NOT verbally "protest" the uber-dovish Fed Funds Rates "priced into" the futures market for end-2024 (roughly 4.50%, down from 5.00% in October), but rather went DEEPER and MORE DOVISH, with projections that put the FF Policy Rate BELOW 4% by the end of next year...

Greg Weldon hosts Money, Markets & New Age Investing, a podcast built on the idea that modern investing requires more than just financial news. It demands a framework that blends disciplined analysis with an understanding of the underlying forces-economic, mathematical, and even scientific-that drive global capital markets. The aim here is to demystify how these complex systems actually work, moving beyond surface-level commentary to explore the mechanics that make markets tick. You’ll hear detailed discussions on specific trading strategies, but always paired with the crucial component of risk management. Weldon emphasizes protecting your downside as much as identifying opportunity, arguing that true capital preservation is the foundation of growth. This isn't about quick tips; it's about developing a structured, informed approach to navigating volatility. Each episode translates vast market data and interconnections into actionable insights, aiming to level the playing field for individual investors. By integrating perspectives from business, investing, mathematics, and science, the podcast provides a unique, multi-disciplinary toolkit for anyone looking to make more deliberate decisions with their capital. Tune in for a rigorous yet accessible deep dive into the principles and tactics that define new age investing.
Author: Language: en-us Episodes: 46

Money, Markets & New Age Investing
Podcast Episodes
S4 E4:  The Six Day War; Stagflation Reigns! [not-audio_url] [/not-audio_url]

Duration: 33:56
Send us Fan Mail Stagflation Reigns! Six days of horrifically WEAK macro-economic data in the US, particularly in the Labor Market report from the BLS, and ISM Service Sector Survey, in tandem with a new and broadening u…
S4 E2:  The Two-Penny Dollar [not-audio_url] [/not-audio_url]

Duration: 42:27
Send us Fan Mail Last year was a HIGHLY profitable year for us...in my CTA performance, the results from following the recommendations in the Global-Macro Strategy Report, my market research business...and in terms of th…
S4 E1: Tipping Point Extravaganza [not-audio_url] [/not-audio_url]

Duration: 39:56
Send us Fan Mail The premiere episode for season FOUR of "Money, Markets & New Age Investing” is a MUST LISTEN! Greg notes FIVE KEY "tipping points" that have ALL pushed past their "stabilization angle". The tipping poin…
S3 E13:  China vs USA - High Stakes Poker [not-audio_url] [/not-audio_url]

Duration: 38:37
Send us Fan Mail The world's most important EVER, highest stakes EVER, poker match is set to take place this coming week, between China's Xi and Trump from the US. These two shrewd operators, sharks both, have been playi…
S3 E12:  To Eggheads and Monetary Purists, NOTHING ELSE MATTERS! [not-audio_url] [/not-audio_url]

Duration: 47:42
Send us Fan Mail In my view, Jay Powell has become "a problem", though NOT because he’s a bad guy with evil intent. I do not believe that. In fact, he seems like a genuinely “nice guy”! BUT, having said that, he IS an “e…
S3 E11:  Taking a Macro-Market Victory Lap [not-audio_url] [/not-audio_url]

Duration: 35:26
Send us Fan Mail In today's podcast Greg rewinds to review his January 2025 Year-Ahead Outlook, his major macro-market trading/investment "themes": -- Consumer Cocoon/Credit Crunch -- Fed Acquiescing to Higher Rates of I…
S3 E10:  Mission Impossible...Teaspoons of Sand [not-audio_url] [/not-audio_url]

Duration: 32:22
Send us Fan Mail In this episode of Money, Markets & New Age Investing Greg puts forth a new macro-thematic thought process as a way to answer what has become THE MOST asked question of the year…"why now, why after decad…
S3 E8:  Is Bitcoin the New T-Bond & Gold the New Dollar? [not-audio_url] [/not-audio_url]

Duration: 32:46
Send us Fan Mail As a tsunami of "supply" rolls towards the shores of the US Treasury market ... it’s hard to envision how US Bond yields don't rise further unless, or more realistically until, the Fed takes action, taki…