Money Life with Chuck Jaffe: September 2021
As we gather with friends and family and welcome in the first official days of summer, let us not forget those brave men and women who made the ultimate sacrifice for all of us so that we could live here in the United States of America as free people.
This week, we find investors debating whether a credit contraction has just begun in the U.S. economy, or if we're just now seeing the end of one. 3EDGE’s Chief Investment Strategist Fritz Folts and CEO/CIO Steve Cucchiaro discuss: • What is a credit contraction? • How and when does it occur during an economic cycle? • What is the potential impact of a credit contraction on the economy and the financial markets?
Fritz Folts, chief investment strategist at 3EDGE Asset Management, says he is doubtful that the market's current rally can go on for too much longer, and when he sees profit levels decline it will be time to lighten up on equities and buckle up for a recession and downturn. In The Big Interview, he says the firm is diversifying and nimble, with real assets, TIPs and other fixed-income securities providing ballast to a portfolio that includes a lot of international exposure to balance out domestic equities.
You may have heard the Wall Street saying, "Sell in May and Go Away." It refers to an adage about stocks underperforming during the six months from May to October, with November through April being the top-performing six-month rolling period, on average. So, should you sell in May? That is the topic of our weekend video
In this new commentary series, 3EDGE Chief Investment Strategist Fritz Folts shares a deeper look at trending topics across capital markets.
3EDGE Chief Investment Strategist, Fritz Folts, joined TD Ameritrade Network's Ben Lichenstein for an in-depth segment on the current market environment around gold.
It's been a good year so far for gold – up almost 9%, narrowly beating the S&P 500. So, this weekend’s video topic is The Case for Gold. 3EDGE’s Chief Investment Strategist Fritz Folts and CEO/CIO Steve Cucchiaro discuss: Why might investors consider holding some gold as a long-term strategic investment? How has gold as an asset class performed versus other asset classes over an extended period? Given today’s environment, how should investors think about including gold in their portfolios?
As if other concerns were insufficient, investors also worry about a debt ceiling fight looming in Washington. So, this weekend's video is about the Debt Ceiling Impasse (What Could Go Wrong?) 3EDGE’s Chief Investment Strategist Fritz Folts and CEO/CIO Steve Cucchiaro discuss: • What is the government debt ceiling and how does it work? • What might it mean if Congress doesn’t agree to raise the ceiling in the next few months? • Examples of past debt ceiling impasses • How should investors think about positioning their portfolios at this point?
This weekend's video topic is U.S. Treasury Bonds–Not Always Safe Investments. 3EDGE Chief Investment Strategist Fritz Folts and CEO and Chief Investment Officer Steve Cucchiaro discuss: How even supposedly risk-free U.S. Treasuries may not always be a risk-free investment. Why may a 60/40 stock/bond portfolio that has worked so well over the most recent decades may not work as well in the future? How should investors think about positioning their portfolios at this point?
This weekend, Fritz Folts, 3EDGE Chief Investment Strategist, and Steve Cucchiaro, CEO and Chief Investment Officer, explain the concept of financial disintermediation and how it might impact markets in the coming months.