Melody Wright: I'm Out of Stocks — Only Holding Gold, Silver & Cash
VRIC Media
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Melody Wright: I'm Out of Stocks — Only Holding Gold, Silver & Cash
15 378 просмотров · 1 день назад
VRIC Media
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15 378 просмотров · 1 день назад
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Melody Wright, author of the M3 Melody Substack, joins Darrell to discuss the weakening economy, rising Treasury yields, and why she believes the AI data center boom is one of the last major supports holding growth together.
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https://x.com/m3_melody
https://m3melody.substack.com/
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0:00 Why AI data centers are holding up the economy
4:52 How Melody is positioning right now
6:08 Why energy could be the next major story
8:59 The power problem behind the AI boom
12:00 Melody’s outlook for gold
14:04 Has the Fed lost control of the bond market?
17:09 Inflation, demand destruction and falling prices
19:41 Is the housing market heading for a bigger correction?
24:15 What is driving the rise in foreclosures?
27:36 Why Melody believes housing is oversupplied
30:15 Why she is staying out of equities
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