What's a holiday weekend at TFMR without a visit with our old friend, The Golden Jackass himself, Jim Willie.
Over the course of this call, we primarily update a few of the recurring themes we've been following for the past few years, namely...
- Ongoing de-dollarization
- The impact of the OBOR project
- How the petrodollar and "trade-deficit dollar" support The Great Ponzi...
- which all leads us to...
- Why The Fed is permanently on a course of IQEF -- Infinite QE Forever
Please be sure to carve out some time for this audio over the weekend. It's only about 45 minutes so it's on point and focused. You'll be glad you gave it a listen.
TF
