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I had the pleasure of chatting with Hedgeye's Daryl Jones last week on a number of topics.

Here's a link to the Hedgeye page One-on-One with Mish Shedlock: "I Would Hide Out in Gold & Treasuries" where you can play or download the podcast. It's about 52 minutes long.


  1. Inflation or Deflation Debate: There is a lot of hidden inflation
  2. Favorite Asset Classes: Gold and Treasuries
  3. Good Reason to Expect Recession: Greenspan doesn't
  4. Rate Cut or Hike What's Next: It's clear what they want to do
  5. Central Bank Independence: I would abolish the Fed in a second
  6. US election.
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To spill the beans a bit, the inflation has primarily been in assets.

I propose another deflationary bust is up next.

Mike "Mish" Shedlock