TIP274: Negative Interest Rate Bonds & Commodities w/ Marin Katusa (Business Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 22 December 2019

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's show, we talk about the impact of negative interest rate bonds on the commodity sector. Our expert guest is Marin Katusa. IN THIS EPISODE YOU’LL LEARN: Why the interest rates globally are headed even lower than today. Why the US dollar will appreciate. What the future relationship between interest rates and gold will be. Why the traditional dollar and gold relationship is no longer valid. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Marin Katusa’s special offer on his exclusive newsletter for the listeners of The Investor’s Podcast including his free book. Marin Katusa’s free research report about the performance of his fund, and his predictions for 2020. Marin Katusa’s free research report on convertible debentures. Marin Katusa’s website, Katusa Research. Tweet directly to Marin Katusa: @MarinKatusa. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ 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! 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Transcript

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0:00.0	You're listening to TI-P.
0:26.0	Here's our guest, the thoughtful Mauren Katusa.
0:32.0	You are listening to the Investors Podcast.
0:35.0	Where we study the financial markets and read the books that influence self-made billionaires the most.
0:40.0	We keep you informed and prepared for the unexpected.
0:53.0	Welcome to the Investors Podcast.
0:55.0	I'm your host, Dick Brodison.
0:57.0	And as always, I'm here with my co-host Preston Piss.
1:00.0	Today we have the pleasure of speaking with a famed favorite of TI-P Mauren Katusa.
1:06.0	I'd like to pleasure.
1:08.0	So today's topic is the negative interest rate policy.
1:12.0	And then we'll transition into talking more about gold and perhaps whether or not those two subjects are related.
1:19.0	My very first question from you here today Mauren is that almost all economists and magapandas,
1:26.0	they believe that this negative interest rate policy that we see right now would be a short-lived phenomenon.
1:32.0	However, you're of a different opinion.
1:35.0	So let me ask you this.
1:37.0	Why will this negative interest rate policy perhaps stick around for much longer than anyone expects?
1:44.0	And perhaps we'll have an even lower interest rate.
1:47.0	Well, it's all about stimulating one's economy while they're able to stay competitive on the global scale.
1:54.0	So it's very hard for these countries that are having higher unemployment rates.
1:58.0	Let's take the euro, for example.
2:00.0	And if you look at the, you know, whether it's Germany, which is the leader in the economy in the euro,
	...

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