What John Howell said in this video:
- Otherpositive for stockslong-termGold is currently in a down cycle that will likely end, after which it will enter an up cycle, implying higher prices ahead.Source
- Bonds & Ratespositive for stockslong-termThe host expected the bond market to rally this year, but it hasn't happened yet; he still sees a cycle change ahead and believes bonds will strengthen.Source
- TLTbullishlong-termThe host expects TLT to reach 100, maybe a bit more, and then rally back to around 110, implying meaningful upside for the Treasury bond ETF.Source
- Othernegative for stockslong-termThe host believes the stock market is building a bubble right now and a big crash is coming; when it happens, the bond market will rally sharply.Source