Jeremy Szafron
@JeremySzafron
Senior Anchor @KitcoNewsNow (775K+ subs). Venture capital background & active investor. Hard truths on finance, macro & global markets. Views mine.
2.8K Following 8.3K Followers
Your pension may already be funding the AI boom without you knowing it. The risk is no longer limited to tech shareholders because AI bonds can end up in pension funds, insurance portfolios and bond funds.
I asked @DrMarkThornton whether that makes AI a systemic credit risk. His answer: “Yes, that spells trouble to me.”
Would you want these bonds in your retirement portfolio?
Full interview in the reply ⬇️ @KitcoNews
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The 10-year Treasury just hit 5% and the market is pricing in a Fed hike. Is Kevin Warsh about to repeat the ECB's 2008 policy mistake?
@EconguyRosie says the November midterms will trigger fiscal gridlock, cutting aggregate demand. His call: "That should be good news for the bond market."
Watch my full interview on @KitcoNewsNOW
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"I am the house now."
That's the US Treasury Secretary.
Today the house bet up to $6 billion buying back government debt. The market moved against it, and yields rose anyway.
Gold held.
@RonPaul on @KitcoNewsNOW today.
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Brien Lundin (@Brien_Lundin) says Kevin Warsh may be the best Fed chair of his career.
Then: Warsh “hasn’t done the math.”
Markets price multiple hikes. Lundin says Washington cannot afford them, creating a “tremendous opportunity in gold.”
@KitcoNewsNOW
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I asked Jim Bullard if gold ever actually came up in 15 years of central bank meetings. Not much in the US, he said. Overseas is a different story, and so is the reason why.
"Gold still is an indicator of maybe lack of faith in the Fed. Normally you'll get gold running up if that credibility's being eroded."
Full interview with the former St. Louis Fed president on @KitcoNewsNOW
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@GarethSoloway Interview is live:
