John Rubino, publisher of his newsletter over at Substack, joins us review the market moves we’ve seen in higher interest rates and a surging US dollar, the big rush of gold buying at Costco stores, and the recent rollover in the stronger energy commodities of oil and uranium.

The conversation covers a lot of ground with regards to the larger macroeconomic forces at play, and how he still sees the eventual result will be a recession and contraction of the economy in the medium-term. This all filters down into how investors should be positioned and what data they should be paying attention to.

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https://rubino.substack.com/