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The Intrinsic Value Podcast - The Investor’s Podcast Network

MI188: Q3 2022 Macro Market Overview w/ Joe Brown

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6592 Ratings

🗓️ 30 June 2022

⏱️ 48 minutes

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN: 01:55 - Why monetary policy is having such a big impact on the markets. 06:39 - Joe’s outlook on unemployment. 09:38 - What to potentially expect from the markets in the coming months. 09:38 - What a strong dollar means for the global economy. 24:51 - Why Joe believes we might be heading towards a supercycle for commodity prices. 28:13 - How gold reacts to the Federal Reserve’s monetary policy. 33:50 - Why Joe has gold miners and gold royalties in his portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Our favorite tool for picking stock winners and managing our portfolios: TIP Finance. Related episode: How to Beat Inflation w/ Joe Brown - MI139. Related episode: The untold history of money w/ Joe Brown - TIP404. Get a FREE audiobook from Audible. Check out our Investing Starter Packs about business and finance. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Read this episode’s transcript and full show notes on our website. Connect with Joe: Website | YouTube | Twitter    Connect with Clay: Twitter HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TIP.

0:02.8

There will be like a fire hose, like a fire hydrant of money starting to rush in to this space.

0:07.5

And there's not a lot of places for it to go.

0:10.9

And so you're going to see this flood without all these areas for it to go.

0:14.4

There's a limited number of companies that still survive to this day that even the bad companies really are going to.

0:20.4

It's like a rising tide

0:21.2

will lift all boats. And so I'm very bullish on commodities over the next decade.

0:29.2

On today's episode, I bring back my friend Joe Brown. Joe is the founder of Heresy Financial

0:35.4

and has over 155,000 YouTube subscribers as of June

0:39.7

2022. Joe provides excellent financial content related to money, the economy, the Federal Reserve,

0:46.8

inflation, current financial events, and so much more. During this conversation, Joe and I cover

0:52.5

the current macro environment, what a strong dollar

0:55.2

means for the global economy, why Joe believes there's potentially a commodity super cycle in the

1:00.8

works, how gold reacts to the Fed's monetary policy, why he includes gold miners and gold royalties

1:07.6

in his portfolio and a whole lot more. I had Joe on the show back in January

1:12.2

to cover the ends and outs of inflation back on episode 139 if you're interested in checking

1:17.3

that out as well. With that, I hope you enjoy today's Q3 macro overview with Joe Brown.

1:23.9

You're listening to Millennial Investing by the Investors Podcast Network, where your hosts,

1:29.5

Robert Leonard and Clay Fink, interview successful entrepreneurs, business leaders and investors

1:34.6

to help educate and inspire the millennial generation.

1:44.1

Welcome to the Millennial Investing Podcast. I'm your host, Clay Fink. And today we bring back

1:49.4

Joe Brown. Joe, thanks for joining me again. Yeah, Clay, I'm excited to be here. Thanks for having me again.

...

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