Commodities | Global | Monetary Policy & Inflation | Politics & Geopolitics
Ep. 109: John Butler on Stagflation, Financial Instability, and World Wars
- By Bilal Hafeez
- 2 min read
John is a commodity guru amongst other things. He has 25 years of experience in international finance. He has served as a Managing Director for bulge-bracket investment banks on both sides of the Atlantic in research, strategy, asset allocation, and product development roles, including at Deutsche Bank and Lehman Brothers. He has advised some of the world’s largest institutional and private investors in matters ranging from wealth preservation to enhancing returns through a wide variety of innovative strategies, and he has been ranked the #1 Investment Strategist by Institutional Investor magazine. His past publications include his popular Amphora Report investment newsletter and The Golden Revolution (John Wiley and Sons, 2012), and The Golden Revolution, Revisited In this podcast we discuss:
- Why the inflation pressures will remain
- The true impact of the Russia-Ukraine on commodities
- The Fed at potential turning point on credibility
- What could limit further rises in bond yields
- The growing risks of financial instability
- How overall debt has increased since the GFC
- Whether we are in a commodity supercycle
- Why gold hasn’t risen by more
- Why the dollar is vulnerable
- Why reserve managers will prefer commodities like gold over crypto
- Risks of escalating global conflicts
- Parallels to World War One and Two
- Germany’s dilemma and how to solve it
- How to protect your investments
You can follow John on Twitter here.
Read the full transcript here.
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(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)