Dennis Tubbergen hosts RLA Radio, featuring guest Jim Welsh, an analyst and author of Macro Tides. They discuss the Federal Reserve's recent actions on interest rates and inflation. Welsh predicts a possible recession and its impact on treasury yields. He advises against holding long-term U.S. treasuries due to expected rising yields. Welsh offers insights into his reports on the 17-year cycle and The Coming Secular Bear Market, predicting a significant market downturn in 2024 and a prolonged period of economic challenges.
Jim Welsh is a student of the financial markets and a seasoned veteran of investing with forty years of portfolio management experience, including security research & analysis, model building, portfolio construction, and asset allocation, and is a specialist in technical analysis and macroeconomics. As a nationally recognized financial expert, Jim has been quoted in Barrons, the San Diego Union-Tribune, Consensus, the Big Picture, Econintersect, and Market Views. Mr. Welsh has been interviewed on Fox Business News and CNBC, CBS radio.
To learn more about Jim Welsh, please visit macrotides.com.