Claim OwnershipMoney, Markets & New Age Investing
Subscribed: 21Played: 251
Subscribe
© 2026 Money, Markets & New Age Investing
Description
Hello, my name is Greg Weldon, and I am the host of Money, Markets & New Age Investing, a Podcast that I have created to help people better understand what makes the global capital markets "tick", to help level the so-called playing field. I will teach you the things you'll NEED to know to best capitalize on your investments. I will show you specific trading strategies, and how to be protect your downside, because having a risk management overlay is paramount to success. But that’s just the beginning. We live in historic times, with big picture changes happening all around us . Financially speaking, this is all about a 50-year credit cycle of printing money, debasing the value of your paper wealth every single day …trillions of new dollars, yen, euros, pesos, new paper IOUs FLOODING the market. Then a pandemic accelerated a FORTY YEAR TREND REVERSAL, and BAM, inflation is thrown into the mix !!! More money chasing less goods”, it is everywhere, in everything, and everyone feels it. Add one final and critical secular trend that is intensifying … POLARIZATION …we’ve seen in it income for decades, but now it is in everything … weather, politics, human behavior, and markets. What do we have?? A new age of heightened volatility, one that will be with us for the foreseeable future. Thus, it is never more important to care for your ASSETS. With four decades of experience and a New Age vision for the future, I can help you learn how to better navigate these ever more volatile markets!!!! Join me for Money, Markets & New Age Investing!!!
45 Episodes
Reverse
Send us Fan Mail The US FOMC is playing the ole Shell Game with this past week's "SEP"! Where is the Pea? (AKA US Consumer Final Demand Growth) Shell One: Inflation NO HIGHER than 3% this year, 2.5% in 2027, and 2.2% in 2028. Shell Two: Nominal GDP Growth of +5.2% in 2027. Shell Three: NO Change in Unemployment Rate 4.4%, same in 2027 and 2028 (but maybe on tick higher to 4.5%), either way reflects virtually NO impact from AI. Wild Card: Fed envisions a top-end Fed Fun...
Send us Fan Mail Last year was a HIGHLY profitable year for us...in my CTA performance, the results from following the recommendations in the Global-Macro Strategy Report, my market research business...and in terms of the advice I offered YOU, right here, in my podcast. But in this business the ONLY question is...what is next? What are you going to do for me now? Indeed, I have answers, and start 2026 with a top-down, big-picture macro-economic, global FX-Debt, currency-commodity overview, in...
Send us Fan Mail The premiere episode for season FOUR of "Money, Markets & New Age Investing” is a MUST LISTEN! Greg notes FIVE KEY "tipping points" that have ALL pushed past their "stabilization angle". The tipping points are now TIPPED! The Age of Polarization is continuing to intensify, and 2025 is just a PREVIEW of what's to come in 2026. Today, Greg shares his insights and vision as to what the future holds, as he has personally experienced this macro-market-monetary evolution for th...
Send us Fan Mail The world's most important EVER, highest stakes EVER, poker match is set to take place this coming week, between China's Xi and Trump from the US. These two shrewd operators, sharks both, have been playing back at one another for weeks, months in fact, and recently the stakes went up. Trump, holding a strong hand defined by Chips-AI-Quantum-Tech bet big earlier this month, splashing the threat of 150% tariffs onto the felt, "floating" the hand, on a bluff...(since he understa...
Send us Fan Mail In my view, Jay Powell has become "a problem", though NOT because he’s a bad guy with evil intent. I do not believe that. In fact, he seems like a genuinely “nice guy”! BUT, having said that, he IS an “egghead, an overthinking, theoretical, no action, no skin in the game, no blood-no foul, ACADEMIC. Jerome Powell is a monetary PURIST and thus, beyond Employment and Inflation…NOTHING ELSE MATTERS! The Consumer Cocoon…matters NOT, not until there is a recession. The Credit Crun...
Send us Fan Mail In this episode of Money, Markets & New Age Investing Greg puts forth a new macro-thematic thought process as a way to answer what has become THE MOST asked question of the year…"why now, why after decades of worry, does the US Public Debt MATTER???" The answer is simply physics, and a study of "stabilization" and "rotational angles", and the physics behind how a seesaw "works". Just like Greg's "Debt Black Hole" analogy...the "see-saw", Pete Seger's "Teaspoons of Sand" t...
Send us Fan Mail The current macro-economic “narrative” is as follows: 1. The Consumer remains "strong", with a "healthy" Balance Sheet 2. The Labor Market remains "solid." In today's podcast I use FACTS, data and simple mathematics to COMPLETELY blow up that narrative and debunk the greatest macro-economic myth out there right now, that the Consumer remains in a "strong" position, with a "healthy" balance sheet, and that the Labor market remains ...
Send us Fan Mail As a tsunami of "supply" rolls towards the shores of the US Treasury market ... it’s hard to envision how US Bond yields don't rise further unless, or more realistically until, the Fed takes action, taking the 30-Year T- Bond above 5% and calling into question the underlying "credibility" of the US Bond market. Indeed, the top-down secular fundamentals for both the US Treasury market and the value of the US currency is DECIDELY BEARISH, as it pertains to the Debt Black Hole t...
Send us Fan Mail At the risk of aging myself, I vividly remember Mad Magazine as a kid, and the goofy, enigmatic, care-free character Alfred E. Neuman. Alfred was famous for being care-free with the buzz phrase..."What, Me Worry?" As the Trade War intensifies, I ask, who is "worried" out there? Well Donald Trump is hoping China is worried. The Donald is hoping that Fed Chair Powell is worried. But both of these individuals are giving us their BEST "Alfred E. Neuman" imitation. What? Me, Worry...
Send us Fan Mail Stagflation, Supermassive Debt Black Holes, Consumer Cocoons, FOMC Policy, Trump Tariffs, the Financial pop-media, the Stock Market, US Dollar and Gold...Greg "talks" all these topics in this recent interview, hosted by an industry legend, the original Wall Street Whiz Kid, Peter Grandich, one-time agent and money manager to some of New York's most iconic professional athletes, now retired. Support the show https://twitter.com/money_podcast Money, Markets & New Age Invest...
Send us Fan Mail In this episode Greg discusses: The two biggest macro-economic dislocations in US history, as the main secular "themes" for 2025 (and beyond). The micro-details in the form of the simple mathematics that clearly illustrate and define those two macro-dislocations. And the markets...what to do! Two specific strategies that anyone can deploy within the stock market to help protect the purchasing power of your money, income and wealth. Support the show https://twitter.com/money_p...
Send us Fan Mail Among several macro-themes I pushed during last January's 2024 Outlook, I note three that are intertwined with the US Consumer: One) US Consumer cocoon would “harden” amid deflation in “real” Retail Sales. Two) Consumers would RELY on Credit Cards to “make ends meet,” thus Delinquencies would soar under intensifying financial pressure, thanks to dangerously LOW savings and ZERO “real” wage growth. Three) A consumer credit crunch would evolve. BAM, we entered the final pha...
Send us Fan Mail By deciding to cut their Fed Funds Policy Rate this past week, amid a renewed rise in CPI price indexes is a clear sign that the FOMC is "acquiescing" to higher general rates of inflation. Subsequently the US Dollar has broken out to the upside in a big way, which in turn is weighing on US Stock Indexes, Gold along with the entire Metals complex, and even Bitcoin. What's next for the US economy, the Federal Reserve, the Dollar, and US asset prices? Greg lays out his outloo...
Send us Fan Mail Vladimir Lenin once said... "The way to crush the bourgeoisie is to grind them between the millstones of taxation and inflation." While there is controversy as to whether it was in fact Lenin who said that, or the legendary economist John Maynard Keynes, who attributed that line to Lenin following an interview he conducted with the Russian leader...the fact is simple, the US Consumer is being CRUSHED, ground up between the millstones of taxation and inflation. Here i...
Send us Fan Mail It's Season Two, Episode Ten and Greg reviews the dramatic shift in the monetary policy narrative from the Federal Reserve this past week, away from "fighting inflation" to "protecting the economy", following yet another in a string of EXCEPTIONALLY WEAK economic data, culminating in a nightmarish Employment Situation Report on Friday from the BLS. Greg dissects the data, not only in the US, but also in China, who published equally WEAK macro-economic in the last two weeks, ...
Send us Fan Mail In Episode 9, Greg introduces his new Three Podcast Special Series, "interviews" with a handful of the greatest money managers/traders of all-time, thanks to his colleague of many years, the legendary Jack Schwager, author of the must-read and top-ten all-time financial market book, "Market Wizards". Yes, Greg has received permission from Jack to share excerpts from this classic book, an abundance of real world blood, sweat and tears lessons from the greatest of all time, se...
Send us Fan Mail There was a mind-numbing Presidential debate this week on national TV, but there is NO "debating" the facts: Fact -- the US consumer is cocooning, cutting back discretionary spending amid a depletion of savings, maxed-out credit cards, and "real" wages that barely keep pace with (still high) inflation. "Real" (inflation adjusted, in dollar terms) Retail Sales have been NEGATIVE for five consecutive months, in 19 of the last 20 months, and in 24 of the last 27 months. That is...
Send us Fan Mail First, don't miss the offer of a FREE Chart Book that accompanies this Episode, with dozens of cool charts on Consumer Credit, Delinquencies, Household Finances, Inflation, Retail Sales, and, ALL the markets we are currently involved with, Financials, Utilities, Consumer Staples and Utilities along with the US Dollar, Gold, Silver, Platinum, Copper, Base Metals, Uranium, Natural Gas, Bitcoin, Ethereum and more! Email us at sales@weldononline.com to request this FREE Cha...
Send us Fan Mail The S+P 500 has risen by +50.8% since the October 2022 low. The XLK S+P Information-Technology ETF has risen by +88.0% since the October 2022 low. And since just last October the NASDAQ-100 Index has risen by +31.2% . The last six-months of this massive bull move in US stocks has been driven by three themes: · Expectations of Fed rate cuts in 2024 · AI and chip stocks · &n...
Send us Fan Mail Twenty-two global Central Banks held meetings this past week to decide what, if any, changes they would make to their monetary policy stance. More than one-third of those Central Banks (8) voted to CUT their official short-term Policy Rate, TWICE as many as voted to raise rates (4), while 10 of 22 left policy unchanged. Of those Central Banks that left rates unchanged, the majority of them communicated belief that they would be cutting rates this summer or fall, as global mo...
Comments
Download from Google Play
Download from App Store
United States