{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Health, Wealth and the Pursuit of Happiness","title":"Gold & Oil Are Signaling What's Next for Inflation and Rates | David Ranson","html":"","width":"100%","height":180,"duration":1915,"description":"Are stocks really rising, or is the dollar just falling? Economist David Ranson explains why he measures wealth in gold instead of dollars, and what gold and oil prices are signaling right now about inflation, interest rates, bonds, and the stock market.\n\nDrawing on more than a century of market data, Ranson walks through the indicators he uses to position across asset classes and how well they've forecast past turning points.\n\nIn this interview:\n▸ Why gold is a better deflator than CPI for measuring real returns\n▸ How stocks have actually performed when priced in gold\n▸ The surprising way oil prices predict stock market moves\n▸ Using gold and oil to forecast inflation and interest rates\n▸ Emerging markets, currency surprises, and where the opportunities are\n▸ How fiscal insolvency affects the price of gold\n▸ His outlook for gold, inflation, the US dollar, and bond yields over the next year\n\n⏱️ CHAPTERS\n00:00 Introduction\n02:26 Asset class positioning & confidence levels\n05:37 Why you should measure stocks in real terms\n07:50 Why gold is a better deflator than CPI\n08:24 Stocks deflated by gold: the historical record\n09:35 100 years of gold and oil prices\n11:01 Gold as a safe haven and inflation indicator\n12:27 How oil prices behave over the long term\n13:25 How oil prices predict stock market moves\n15:51 Forecasting stock returns with oil and gold\n17:40 Real vs. nominal stock market performance\n18:22 What gold and oil say about bonds\n20:15 Forecasting inflation and interest rates\n22:24 Is inflation accelerating or decelerating?\n23:55 How accurate has the model been?\n24:45 Emerging markets & currency surprises\n28:16 Investment strategies for emerging markets\n29:23 Outlook: gold, inflation, and the US dollar\n30:36 Outlook: bond prices and yields next year\n31:02 Closing thoughts\n\n👤 ABOUT DAVID RANSON\n\nR. David Ranson is a Research Fellow at the Independent Institute and the President and Director of Research at HCWE Inc. (formerly H.C. Wainwright & Company). He holds...","thumbnail_url":"https://img.transistorcdn.com/JYnEw1DseObSgHdMGCVuGpqVrH2fXx4yr5WVaa-TXSw/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS85MjMy/NzYxM2QyYjBjMmZh/Y2NlNThmOTE2Mjcy/NTNhYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}