George Gammon joins Darrell to unpack what may be one of the most misunderstood macro environments in decades. From recession signals in the labor market to disinflation versus inflation, from M2 money mechanics to the myth of foreign Treasury dumping, George walks step-by-step through the plumbing of the financial system.
00:00 – Is Being a “Rebel Capitalist” a Lonely Road?
01:08 – Are We in a Recession or Is the Economy Booming?
06:26 – Inflation vs Disinflation: What Happens Next?
06:58 – How Does M2 Money Supply Factor Into Inflation?
16:17 – What Happens If China Sells U.S. Treasuries?
26:02 – Does Rising Government Interest Expense Matter?
29:31 – Is the Federal Reserve Really Independent?
36:29 – Are Tariffs a “Nothing Burger” for Markets?
41:40 – What Is China Thinking Right Now? (Rare Earths & Leverage)
45:32 – Gold Outlook: Where Does the Yellow Metal Go From Here?
Copyright © 2025 Cambridge House International Inc. All rights reserved.
Credit to : VRIC Media