Jim Rickards Connecting the Dots Part 2

Jim Rickards Connecting the Dots Part 2
SIGN UP TO Rickards' Strategic Intelligence: https://pro.fattailir.com.au/m/1866862

This time I had enough questions that would fill three weeks of replies! (For those that know Jim, he’s extremely generous with his answers.)
This was also partly because the latest monthly was all about connecting the dots to create and understand the bigger picture at play.
Usually, Jim’s issues take a deep dive on a range of topics that affect markets and your portfolio — economic growth, central bank policy, inflation, deflation, currencies, gold, stocks, bonds, demographics, geopolitics, and a lot more.
But this month he did something different…
He took two steps back, looking at all of these topics from a broader perspective. Instead of picking one and diving in, he took the major factors that drive markets and synthesised them into a big picture.
It’s like when you go to the theatre to watch a play…
A structural narrative forms the background and scenery that’s being performed by actors in the foreground. Most people focus on the actors. But it’s important not to forget about the scenery. That’s where the villains hide.

As such, the format was a kind of Q&A…which made my job rather easy when talking to Jim — I could ask him to expand on many of these questions:

=====Follow Fat Tail Investment Research On=====
Linkedin:   / mycompany  
Facebook:   / fattailmedia  
Twitter:   / draus  

Visit our website - https://fattail.com.au/
Subscribe now - https://fattail.com.au/publications/

All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved.

Financial Services Guide

Please keep this guide for future reference. A copy is available from us on request or can be downloaded from our website at fattail.com.au/financial-services-guide/. If you do not understand anything in it, or require more information, please feel free to contact us

IMPORTANT:

We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, financial situation and needs. If you are uncertain as to what your objectives and needs are, you should contact a financial adviser or stockbroker who is licensed to provide you with personal financial product advice.
#Investing #Finance #bitcoin


Producer:Jason Swifte