Unprecedented Demand Destruction Could Bring On a Global Depression: Alex Gurevich
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Founder and CIO of HonTe Investments Alex Gurevich describes his view on the current state of the global economy and financial markets, which includes a looming global recession brought on by demand destruction not seen since the 1930s.
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00:00 Introduction
01:13 What Are Investors Missing?
04:48 Delay in Fed Policy Effects
08:26 Powell's Confidence is Misplaced
11:28 Buying Votes With Policy
14:14 Inflation Sentiment
16:21 Cost of Energy
19:30 Indicators Driving Alex's Thesis
22:00 Global Depression
24:25 Interest Rates
28:00 How to Invest in This Environment
31:14 Is it Time to Be Long Commodities?
#recession #economy #investing
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