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Chris Vermeulen and Jesse Felder aren't subscribing to the buy-the-dip mentality when it comes to markets today, as they both present economic data that paints a compelling picture of a scenario where a recession is already here, it just hasn't been recognized by most investors. The duo discuss the current state of the broad market, why gold and energy could provide a shelter from the storm, debate the question of a potential commodities supercycle up ahead, and much more.
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00:00 Introduction
00:32 Are We in a Recession?
05:27 Health of the Broad Market
16:41 Gold Versus Energy: Buy or Sell?
29:32 Commodities Supercycle Ahead?
38:30 Where to Invest Today?