Stansberry Investor Hour

Liquidity is Collapsing and the Fed's Still Taking Away the Punch Bowl'

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Sinopsis

In this week's episode of the Stansberry Investor Hour, Dan welcomes back Mike McGlone, a Senior Commodities strategist for Bloomberg Intelligence with over 25 years of experience in the industry. Mike shares his insights on the direction of US agriculture, the possibility of liquidity collapsing, and the current bear market rally. Prior to the interview, Dan and Corey discuss the escalating tensions between Taiwan and China. They mention how due to these geopolitical concerns, Warren Buffet recently sold 86% of his position in Taiwan Semiconductor Company (NYSE: TSM). However, Buffet's move into Japanese investments, which he currently owns about 7.4% of, is consistent with his belief in America's resilience. Dan notes that he won't necessarily follow Buffet's lead, but it's still interesting to see what he does. “This could be the greatest economic reset of our lifetime.” Then, Dan introduces Mike, and the two break down how the S&P 500 and bond market both suffered significant corrections last year due