Zach Abraham: Recession Definition Will Change Often? Gold & Oil Stocks At Record Cheap Valuations

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Jason Burack of Wall St for Main St interviewed returning guest, Chief Investment Officer at asset manager Bulwark Capital Management https://bulwarkcapitalmgmt.com/ and host of Know Your Risk Radio on iTunes, Zach Abraham

Know Your Risk Radio on iTunes: https://podcasts.apple.com/us/podcast/know-your-risk-radio-with-zach-abraham-chief/id1121724780

Follow Zach on Twitter/X: https://twitter.com/KYRRadio

During this hour plus long interview, Zach talks about how liquidity is not really down trillions despite the Fed doing QT and its official balance sheet is down by around $1 trillion.

Shadow liquidity is still coming into stocks and the Magnificent 7, S&P 500 Index Funds and now small caps the last few weeks from BTFP, FHLB and elsewhere.

Zach talks about how deflation is desperately needed but governments and central banks hate deflation and will probably not allow it for long if at all.

Zach also talks a lot about how cheap 0on valuation many oil companies in the US and Canada are and why he thinks that many gold stocks are at record cheap valuations and will make enormous profits over the next few quarters if metals prices stay at current levels.

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