Chris Temple provides his insights and experience on financial, and geopolitical landscape at large. He interviews various industry leaders in order to provide more accurate and up-to-date information on what investments one should make.
Here, Chris addresses the economic, tariff/trade, debt, markets, investment sector, political and other aspects of the concluding 2025 first year of Trump 2.0 against his theme for the year “Let’s Do The Math.” LINKS MENTIONED: Paul Volcker’s Forgotten Legacy — https://www.theepochtimes.com/busines… A recent Podcaster News Podcast following the December Fed meeting which gave us the expected “Hawkish rate cut” and the UNEXPECTED additon of a new Q.E. program and more to shore up markets — • Chris Temple: Fed’s Last Rate Cut? Powell’… (NOTE: This complements the present YMT episode with more market, investment sector and related comments.)
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Episode 25-12: 2025 in Review: How is “The Math” Looking?
Ahead of this coming week’s Fed meeting and universally expected rate cut, Chris discusses the parallels to the late 2024 Fed rate cutting…which resulted in a substantial RISE in longer-term interest rates. Much of the setup is same this time around; but there are a few key differences we discuss. Still in all, the gargantuan levels of federal debt/deficits, set to continue, will combine with sticky inflation to keep borrowing costs high for most everyone BUT the federal government. Meanwhile, both economic activity and some credit markets dynamics (high delinquencies for credit card debt, sub-prime auto loans and commercial mortgages, to name a few biggies) suggest more chickens coming home to roost. Risks are tilted toward long-overdue corrections for virtually all “risk asset” categories…gold will most likely be the ongoing big winner.
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Episode 25-11: Powell vs The Bond Vigilantes, 2025 Edition
In this episode, I start off with another sector update/conversation: this time, on U.S. energy markets with my buddy Phil Flynn, a FOX Business Network Contributor as well as Senior Market analyst at the Price Futures Group in Chicago. Notwithstanding the current challenges to U.S. oil in particular due to the recent low prices and resulting low rig count/rollover in production levels, Phil paints an encouraging policy picture (as have I.) Unlike during the Biden years, at least energy knows it has a champion in The White House rather than an adversary! Unquestionably, we’ll see activity recover for oil generally as prices move back up. Elsewhere, natural gas–while even more treacherous at times from a trader’s viewpoint such as Phil’s–has an incredibly bright future in the U.S. (and as we’ve previously covered, perhaps even more so in Canada.) “The natural gas story is the Story of America,” says Phil. Moving on, I talk about the BLOCKBUSTER news out late in the week on the Pentagon’s major, aggressive and unique investment in Rare Earths company MP Materials – a story I’ll be discussing more in the days ahead as it affects other companies/metals. Finally, I briefly discuss the broad markets, keying in on America’s path to a $60 TRILLION or so debt in the next decade…the Treasury market being increasingly dictated once more by market forces (i.e.–those famed bond market vigilantes) … and the apparently intensifying efforts on the part of Team Trump to move “Too Late Powell” out of the way NOW and put someone in charge of the Fed who will really “Print, Baby Print!”
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Episode 25 -10: Phil Flynn on US energy; MP Materials; Tariffs, Markets & a NEW Fed?
In this episode, I am joined by long-time friend and returning guest Des O’Kell, President of Canadian energy service, logistics and equipment provider Enterprise Group, Inc. (TSX-E; OTCQB-ETOLF). Here, we visit about the enormous opportunity for Canada as a nation–and for investors in these stories–as the country’s energy sector continues to gain momentum. As Enterprise shareholders already have enjoyed over the last few years, BIG profits have already been logged in the best stories; yet the best of the overall sector’s fortunes are quite possibly still to come! We discuss many aspects of this: Canada’s superior economics, still-low valuations versus peers in the U.S. and elsewhere, a likely wave of acquisitions to come…even down to many of the logistical and even weather-related advantages Canada enjoys! And Yours truly once again stresses the especially outsized investment potential for U.S. investors in Canadian energy.
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Episode 25-9: Canadian Energy Sector outlook with Des O’Kell
Once again–made even more apparent by its reaction (or lack thereof) to the Israel-Iran war–the Treasury market is front and center. It was already a problem as you know from my many other recent comments. podcasts, etc; and that’s all the more obvious now given its failure to rally late last week. On the flip side, of course, it became clearer still that GOLD is replacing Treasury exposure as a “safe haven,” etc. And there are other subjects: — Yet another disappointing (to President Trump, at least) Fed meeting this week. — A G-7 meeting in Canada with a shifting agenda. — The breakdown of momentum for Trump’s One Big Beautiful Motherhood, Hot dogs, Baseball, Apple Pie and the Flag bill in the Senate (and the looming market consequences as well as those for the long-term debt picture) — The mixed bag of commodity reactions to the new war — And MORE… LINKS: — Jeffrey Gundlach on the unfolding reckoning for Treasuries, et al — • Gundlach on Treasuries, Gold, Fed, AI, Pri… — My Boot Camp presentation on The New FAANGS — • Day 1 Replay: Chris Temple; Uranium Boom I… — Mohamed El-Erian on the broken Treasury market, etc. — https://www.cnbc.com/video/2025/06/13… — Senate bogging down on the One Big Beautiful Bill — https://www.rawstory.com/trump-taxes-… — Sen. Ron Johnson (R-WI) on the “immoral” OBBB that STARTS from an assumption of adding another $20+ TRILLION of debt in the next decade. — • Sen. Ron Johnson on ‘immoral’ GOP spending… — Misc. links on other markets subjects mentioned: — End Game Macro on: — Corp. insiders selling stock – https://x.com/onechancefreedm/status/… — More on shifting safe haven / reserve asset priorities — “structural disrepair” and the post-Bretton Woods system – https://x.com/onechancefreedm/status/…
