Money, Markets & New Age Investing

S4 E3: FOMC - Master Magicians of Misdirection or Monetary Con Artists?

Send us Fan Mail [https://www.buzzsprout.com/2067596/fan_mail/new] The US FOMC is playing the ole Shell Game with this past week's "SEP"! Where is the Pea? (AKA US Consumer Final Demand Growth) Shell One:  Inflation NO HIGHER than 3% this year, 2.5% in 2027, and 2.2% in 2028. Shell Two:  Nominal GDP Growth of +5.2% in 2027. Shell Three:  NO Change in Unemployment Rate 4.4%, same in 2027 and 2028 (but maybe on tick higher to 4.5%), either way reflects virtually NO impact from AI. Wild Card:  Fed envisions a top-end Fed Funds Rate of FOUR PERCENT (3.9%) next year, based on growth in “real” GDP to 3% or higher! There is NO PEA to be found…The Fed’s narrative is overly optimistic, an expert misdirection, yes. But one that flirts with the realm of being a “con”! Either way…the Fed only wants, and needs, you to believe that the PEA IS THERE to be FOUND! Support the show [https://www.buzzsprout.com/2067596/support] https://twitter.com/money_podcast [https://twitter.com/money_podcast] Money, Markets & New Age Investing Podcast @money_podcast https://instagram.com/age_of_polarization_investing [https://instagram.com/age_of_polarization_investing] Money, Markets & New Age Investing Podcast https://www.facebook.com/profile.php?id=100094931703462 [https://www.facebook.com/profile.php?id=100094931703462] Money, Markets & New Age Investing Podcast https://www.youtube.com/@GregoryWeldon [https://www.youtube.com/@GregoryWeldon] https://www.youtube.com/@MoneyMarketsNewAgeInvestingPod [https://www.youtube.com/@MoneyMarketsNewAgeInvestingPod] Our YouTube Channels

S4 E2: The Two-Penny Dollar

Send us Fan Mail [https://www.buzzsprout.com/2067596/fan_mail/new] 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 the advice I offered YOU, right here, in my podcast. But in this business the ONLY question is...what is next? What are you going to do for me now? Indeed, I have answers, and start 2026 with a top-down, big-picture macro-economic, global FX-Debt, currency-commodity overview, in today's episode (S4 E2) "The Two-Penny Dollar", within which I show you how today's "dollar" buys ONLY TWO-CENTS worth of goods-services, relative to the purchasing power of $1.00 in 1973...and how $58 trillion in Household-and-Public Debt...and...a renewed rise in inflation...is a MAJOR headwind going forward, as per US consumer final demand. Further, the implosion in the Japanese Government Bond market, and secular long-term bullish breakout in the Chinese Renminbi, all combine to put the USD on its heels. What is next? A secular decline in the US Dollar, and the resultant impact on Stocks, Bonds and Commodities, globally. I discuss and offer details as to...what is coming next, thanks to "The Two-Penny Dollar". AND I offer the 145 Chart Pack that offers a visual, to my words, FREE. You are going to WANT TO SEE THIS, and EVERYONE SHOULD SEE THIS! Email me directly to request it:   gregweldon@weldononline.com [gregweldon@weldononline.com]  Support the show [https://www.buzzsprout.com/2067596/support] https://twitter.com/money_podcast [https://twitter.com/money_podcast] Money, Markets & New Age Investing Podcast @money_podcast https://instagram.com/age_of_polarization_investing [https://instagram.com/age_of_polarization_investing] Money, Markets & New Age Investing Podcast https://www.facebook.com/profile.php?id=100094931703462 [https://www.facebook.com/profile.php?id=100094931703462] Money, Markets & New Age Investing Podcast https://www.youtube.com/@GregoryWeldon [https://www.youtube.com/@GregoryWeldon] https://www.youtube.com/@MoneyMarketsNewAgeInvestingPod [https://www.youtube.com/@MoneyMarketsNewAgeInvestingPod] Our YouTube Channels

S4 E1: Tipping Point Extravaganza

Send us Fan Mail [https://www.buzzsprout.com/2067596/fan_mail/new] 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 points are now TIPPED! The Age of Polarization is continuing to intensify, and 2025 is just a PREVIEW of what's to come in 2026. Today, Greg shares his insights and vision as to what the future holds, as he has personally experienced this macro-market-monetary evolution for the last four decades!  And remember to follow the Podcast on Instagram, NOT Instacart, as Greg mistakenly calls it in a funny mis-speak, type in the title of the podcast to find it or simply use the link below, also on X @money_podcast, and follow Greg personally @WeldonLIVE. All of our updated links are available below. And to get Greg's just published 145 page Special Report, full of easy to read (and really "cool") charts that offer details on US Debt-Deficits, the US Consumer, the Housing market, Employment, Inflation, Stagflation, Fed Policy, the USD...and the Metals-Mining markets, with their superior performance this year, as was presciently "called" by Greg, email him directly at gregweldon@weldononline.com [gregweldon@weldononline.com]  Support the show [https://www.buzzsprout.com/2067596/support] https://twitter.com/money_podcast [https://twitter.com/money_podcast] Money, Markets & New Age Investing Podcast @money_podcast https://instagram.com/age_of_polarization_investing [https://instagram.com/age_of_polarization_investing] Money, Markets & New Age Investing Podcast https://www.facebook.com/profile.php?id=100094931703462 [https://www.facebook.com/profile.php?id=100094931703462] Money, Markets & New Age Investing Podcast https://www.youtube.com/@GregoryWeldon [https://www.youtube.com/@GregoryWeldon] https://www.youtube.com/@MoneyMarketsNewAgeInvestingPod [https://www.youtube.com/@MoneyMarketsNewAgeInvestingPod] Our YouTube Channels

S3 E13: China vs USA - High Stakes Poker

Send us Fan Mail [https://www.buzzsprout.com/2067596/fan_mail/new] 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 playing back at one another for weeks, months in fact, and recently the stakes went up. Trump, holding a strong hand defined by Chips-AI-Quantum-Tech bet big earlier this month, splashing the threat of 150% tariffs onto the felt, "floating" the hand, on a bluff...(since he understands the US does NOT hold the best hand). Xi responded by pushing "all-in" with the October 9th release of “Announcement No. 61/2025: Decision in Implementing Export Controls on Foreign Related Rare Earth Items, Rare-Earth-Related Technologies, Lithium Batteries and Artificial Graphite Anode Material Related Items". Poker is a game of "I know that you know, that I know, that you know, that I know AND you know I'm bluffing, but you know that I know you can't "call". Trump tried to pull off a bluff, and Xi "came-over-the-top" and raised "all in". The question is, how will Trump respond? Understanding just HOW IMPORTANT these elements, oxides, metals, and even manufactured products are, is to understand HOW FAR BEHIND the US truly is, and how DOMINANT China has become, with a four-decade long game plan that has left the US "reliant", held "hostage”...to China on Rare Earths! We are waiting to hear what Xi wants...and you know, that I know, that you know, EXACTLY what Xi wants. It is NOT Chips-AI build out, NO!  Xi wants Taiwan, which has ALL of the above, already in place, thanks to the US. What happens next week will be historic, one way or the other. A deal that placates the US...or Xi sticking with the "long game", and leaving Export Restrictions in place, possibly driving US equity indexes sharply lower, helping lift unemployment, at a time when social unrest, outright violence, and politicians "declaring independence from the Federal Government”, has created total chaos, domestically. We are already at war with ourselves, divided from within, while also battling drug cartels, Venezuela, Colombia, and Chinese interests in Peru!! Are we really prepared to, or even willing to, "fight" China right now? Xi's Maoist vision of Asian "manifest destiny", groomed by the CCP since 1959, for THIS MOMENT, his father was killed during an assassination attempt on Chairman Mao...and...the demise of the US currency...both... could be in sight, lying in wait, and the repercussions for global markets would be Earth-shaking. Learn EXACTLY why I say this, all the gory details, history, data, stats and FACTS as to why this is SO important, and what the possible outcomes might be, by listening to the most important podcast I have produced to date  Support the show [https://www.buzzsprout.com/2067596/support] https://twitter.com/money_podcast [https://twitter.com/money_podcast] Money, Markets & New Age Investing Podcast @money_podcast https://instagram.com/age_of_polarization_investing [https://instagram.com/age_of_polarization_investing] Money, Markets & New Age Investing Podcast https://www.facebook.com/profile.php?id=100094931703462 [https://www.facebook.com/profile.php?id=100094931703462] Money, Markets & New Age Investing Podcast https://www.youtube.com/@GregoryWeldon [https://www.youtube.com/@GregoryWeldon] https://www.youtube.com/@MoneyMarketsNewAgeInvestingPod [https://www.youtube.com/@MoneyMarketsNewAgeInvestingPod] Our YouTube Channels

S3 E12: To Eggheads and Monetary Purists, NOTHING ELSE MATTERS!

Send us Fan Mail [https://www.buzzsprout.com/2067596/fan_mail/new] 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 “egghead, an overthinking, theoretical, no action, no skin in the game, no blood-no foul, ACADEMIC. Jerome Powell is a monetary PURIST and thus, beyond Employment and Inflation…NOTHING ELSE MATTERS! The Consumer Cocoon…matters NOT, not until there is a recession. The Credit Crunch and Delinquency Epidemic…matters NOT, not until there is a recession. The DEFLATION in “real” Retail final demand…matters NOT, not until there is a recession. The Housing Crisis…matters NOT, not until there is a recession. The Economy, DEFLATION in the Service sector in particular…matters NOT, not until there is a recession. Well, guess what, there IS ALREADY a RECESSION underway in ALL the above! But it matters NOT, because the ECONOMY and the CONSUMER…matter NOT…not to eggheaded monetary purists like Jerome Powell, who FAIL when it comes to having vision, having the “stones” to be AHEAD of the curve! Powell has MISSED EVERY “TURN” in his entire tenure as the Fed Chair, sorry, that is the SIMPLE FACT! His Fed has been BEHIND THE MONETARY CURVE at every key turning point! And he is MISSING it again, WAY behind the curve this time, and for just ONE reason, in his mind there are not enough LAYOFFS yet to tilt the scales towards getting to a NEUTRAL POLICY as quickly as feasible. He believes this even though there are ample signs that layoffs are EXACTLY what is coming next. Worse yet, from the political side, the Fed actually REVISED their Labor market projections to reflect STRENGTHENING job gains over the NEXT TWO YEARS, offering a vision that includes NO MORE RATE CUTS AT ALL! For sure, several “dots” reflected that exact projection, and Powell went so far as to SAY SO, during his press-conference (I discuss within the podcast). And, at the end of the day, with the onerous Public and Household Debt, $55 trillion in total, INFLATION is here to stay, as “reflating” is the only way to maintain growth, which is necessary to facilitate the SERVICING of debt, now “priced” at over $1 trillion per year in Public Debt interest expense alone! The time for academic solutions, the time for eggheads to spend hours discussing the nuances of nothingness…are far behind us. The Fed has “lost it", and Jay Powell is “flipping off” every hardworking American, and more so, those who CAN'T FIND WORK! Support the show [https://www.buzzsprout.com/2067596/support] https://twitter.com/money_podcast [https://twitter.com/money_podcast] Money, Markets & New Age Investing Podcast @money_podcast https://instagram.com/age_of_polarization_investing [https://instagram.com/age_of_polarization_investing] Money, Markets & New Age Investing Podcast https://www.facebook.com/profile.php?id=100094931703462 [https://www.facebook.com/profile.php?id=100094931703462] Money, Markets & New Age Investing Podcast https://www.youtube.com/@GregoryWeldon [https://www.youtube.com/@GregoryWeldon] https://www.youtube.com/@MoneyMarketsNewAgeInvestingPod [https://www.youtube.com/@MoneyMarketsNewAgeInvestingPod] Our YouTube Channels