MARTIN ARMSTRONG | WAR: US and China, EU, Ukr, Rus, Gold flows, market impacts+
WATCH THIS INTERVIEW WITH MARTIN ARMSTRONG HERE!
ABOUT MARTIN ARMSTRONG
-Founder of Armstrong Economics
-Martin is the developer of the Armstrong Economic Confidence Model, best known for calling the crash of 1987 to the very day.
-His most important view of the world is where boom-bust cycles occur like clockwork every 8.6 years, and what matters to him the most is his record as a forecaster.
-Find Martin on X: https://x.com/armstrongecon
-Website: https://armstrongeconomics.com
CHAPTERS
00:00 Introduction to Economic Forecasting and War Dynamics
07:01 The European Perspective on the Ukraine Conflict
12:58 Capital Flight and Its Implications
18:18 The Role of War in Economic Stability
22:07 US-China Relations and Future Conflicts
28:21 Business Cycle Predictions and Economic Outlook
30:22 Geopolitical Tensions and Economic Forecasts
38:22 Market Predictions and Asset Evaluations
In this conversation, Gary Bohm and Martin Armstrong delve into the intricate relationship between economic forecasting and geopolitical tensions, particularly focusing on the Ukraine conflict and its implications for Europe and the US. Armstrong discusses the motivations behind the ongoing war, the impact of capital flight from Europe, and the potential for future conflicts involving China. He emphasizes the cyclical nature of economics and predicts a global recession, highlighting the need for external conflicts to maintain political stability. In this conversation, Marty discusses the geopolitical tensions affecting the global economy, particularly focusing on Europe and the implications for the U.S. markets. He emphasizes the importance of gold as a neutral asset during times of crisis and shares insights on market predictions for 2025, including evaluations of various assets such as gold, silver, and stocks. The discussion also touches on the impact of government policies on economic statistics and the potential for inflation.
SOME TAKEAWAYS
Everything we hear about Ukraine has been nothing but propaganda.
Europe is willing to fight to the last Romanian, Ukrainian, and Pole.
The need for war arises from collapsing debt markets in Europe.
Capital is fleeing Europe, indicating a looming crisis.
The euro has never been able to challenge the dollar effectively.
Governments need an external enemy to distract from internal issues.
China is aligning with Russia in response to NATO actions.
Future conflicts may begin with Russia before involving China.
Narratives will be manipulated to justify military actions.
A global recession is expected, with a bottom projected around 2028. Europe's political climate is heavily influenced by Marxist ideologies.
Capital flight is a significant concern for investors in Europe.
Gold is viewed as a neutral asset that central banks prefer during crises.
The ability to move gold has become more complicated due to government regulations.
Historical patterns show that advanced information often precedes market movements.
Market corrections are expected, particularly in the first half of 2025.
Investors should be cautious about European stocks due to geopolitical risks.
Commodities like copper and oil are likely to rise during wartime.
The NASDAQ may face volatility compared to more stable indices like the S&P 500.
Economic statistics can be misleading due to the way government employment is counted.
SOUND BITES
"Capital is just getting the hell out of Europe."
"I think our problem will start with Russia."
"They will come up with any narrative necessary."
"Europe is very, very Marxist."
"I think they're trying to get the money out first."
"Somebody always has advanced information."
"Gold is being priced in dollars."
"These are things that go up during war."
"I'm probably at best of 50."
"I think we've got enough people coming to Florida."
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