Big Picture: Land of the Giants and Autumn Storms

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James J Puplava CFP

Welcome to the Gilded Age of digital disruption where wealth, influence, and power are radically shifting to new players upending traditional business, economic, and social paradigms. In the first part of today’s Big Picture podcast, Jim Puplava discusses the Land of the Giants where big tech dominates the landscape in an aggressive winner-takes-all strategy accelerated by passive indexing.

In the second part of today’s show, Jim and Chris Preitauer look at a number of ominous storms that may hit in Autumn and why it might be time to take out the umbrella. Topics discussed: fed rate hikes, earnings ratios, anticipatory indicators, the US dollar, emerging markets, fiscal stimulus, inflation, and more.

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Related:
Inside the Bubble
The Concentration of Risk
The Factor – The Big Risk Nobody Is Talking About

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About James J Puplava CFP

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