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22 April 2022 Commodities | Global | Monetary Policy & Inflation | Politics & Geopolitics

Ep. 109: John Butler on Stagflation, Financial Instability, and World Wars

Bilal Hafeez

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.

Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

(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.)

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