September 8, 2025 • 14 mins
The Federal Reserve is now seen as likely to cut interest rates multiple times before the end of the year, following another weak jobs report that showed unemployment jumping to a four-year high.
~This Episode is Sponsored By Coinbase~
Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRON
00:00 Intro
00:10 Sponsor: Coinbase
00:40 Polymarket Odds
01:10 BLS Broken
01:30 Howard Lutnik hyping up the job numbers
03:00 Numbers come in
04:00 Terrible job numbers
04:45 Should companies share some of the tariff profits
05:50 Diamond Circle
06:20 No second rate cuts?
08:00 Gold rush
08:45 Inflation moving investors to gold and small caps
09:35 Tim Cook promises jobs
11:00 Trump forecasting more jobs
12:30 $SBET merger?
13:25 USA 2nd place?
14:15 Outro
#Crypto #Bitcoin #Ethereum
~Multiple Fed Rate Cuts After Job Data?🚀Crypto Market Update~
⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺
~This Episode is Sponsored By Coinbase~
Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRON
00:00 Intro
00:10 Sponsor: Coinbase
00:40 Polymarket Odds
01:10 BLS Broken
01:30 Howard Lutnik hyping up the job numbers
03:00 Numbers come in
04:00 Terrible job numbers
04:45 Should companies share some of the tariff profits
05:50 Diamond Circle
06:20 No second rate cuts?
08:00 Gold rush
08:45 Inflation moving investors to gold and small caps
09:35 Tim Cook promises jobs
11:00 Trump forecasting more jobs
12:30 $SBET merger?
13:25 USA 2nd place?
14:15 Outro
#Crypto #Bitcoin #Ethereum
~Multiple Fed Rate Cuts After Job Data?🚀Crypto Market Update~
⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Raycut odds are skyrocketing, and one of the things we're
watching right now is how the FED is going to respond.
We'll break it down for you. My name is Paul Baron.
Welcome back into the show. Let's get started. If you
want to thank our sponsor today, and that's Coinbase. This
is where you, guys can begin your journey into crypto.
And believe me, right now, with the way the economy is,
this is what you need to be doing is dealing
with the potential of the debasement of the American dollar,
(00:22):
and of course digital assets are the way to do it.
Check out the Future of money. It is over on coinbase.
Just sign up using our link. You're going to get
up to two hundred bucks in rewards to get started,
and that's going to happen in crypto. Very easy to
set up, whether you're a business or an individual. Let's
go over to the FED rate cut odds. Here, I'm
zoomed in on the poly market.
Speaker 2 (00:43):
Right here.
Speaker 1 (00:44):
We are now closing in on ninety percent on a
quarter basis points decrease. But look at that fifty basis
points now climbing to almost ten percent. Yesterday, guys, that
was at six percent after the amount of data that
came out on jobs this week, and we're going to
break it down for you. I anticipate this might be
(01:04):
a chance, at least for chair Palell to maybe go
in and do a little bit more slicing and dicing.
The US Bureau of Labor Statistics is experiencing technical difficulties
right now as they get ready to drop a poop
bomb on the American public, and that is more job
loss and higher unemployment. So that's a problem right now
(01:24):
as we lead into this, I want to.
Speaker 2 (01:26):
Go to a clip real quick. This will get you.
Speaker 1 (01:28):
Into something that I think will be very unique, and
that is Lutnik hyping up the job numbers.
Speaker 3 (01:34):
Take a look, you know, you look at the unemployment
rate numbers today, Wait till a year from today.
Speaker 2 (01:40):
Wow.
Speaker 3 (01:41):
They have to get rid of people who are against
the president, against the elected leader of the United States
of America, and get people on side who just want
America to win.
Speaker 4 (01:52):
Actually, they don't want someone who's there to win. They
just want somebody who's there going to give them the
most accurate, timely numbers that possibly exist. Just accuracy is
probably the only thing exact they want. So what I'm
what I ask you is today when we see those numbers,
whether we should believe they're accurate.
Speaker 3 (02:08):
I think they'll get better because you'll take out the
people who are just trying to create noise against the
president accurate numbers because this is going to be the
greatest growth economy. The employment situation in America is going
to be so impressive.
Speaker 2 (02:24):
You're just going to be impressed. I'm going to come
on your show and I'm going to.
Speaker 3 (02:27):
Make you say Donald trumps right, and we are all impressed.
Speaker 1 (02:32):
All right, Well, we'll see if that happens, because right
now what's going on is there is a major impact
on the data, at least on the job side of things.
And I think maybe Lutnik is trying to manifest this.
Speaker 2 (02:45):
You know, he's out.
Speaker 1 (02:46):
There really promoting future changes here. Granted now, if the
FED rate comes, cuts come in, and we see some
accelerated movement in the economy, that's a possibility. Let me
go to this next clip because this is where the
job numbers actually come in, says we get ready to go.
Speaker 5 (03:01):
To this number.
Speaker 6 (03:04):
Wow, and the data is actually coming across the wires
on time. Good job BLS twenty two thousand twenty two thousand,
and if you look at the two month revision comes
out to minus twenty one thousand.
Speaker 2 (03:17):
Of everybody, of.
Speaker 6 (03:18):
Course, is trying to find out what's going on with
the unemployment rate. The unemployment rate comes in at dunta
dunda duh, comes in at four point three, So it
moved higher. We haven't had a rate that high going
all the way back to twenty twenty one. If we
look at year over year, that would definitely take us
(03:38):
back also to mid twenty twenty one. It comes in
at thirty four point two. That would be the second
lowest the year we've had several and finally labor force
participation rate and this has not been a good thing.
As I said, it's been steadily moving lower. And under
employment rate that zoomed up here also to eight point
(03:59):
one percent. Once again, where are we going to find
a comp We're going to the fall of twenty twenty one.
Back to the panel, all right.
Speaker 1 (04:07):
So, as you can see, that was basically the media
responding to this data right here, and that of course
is the COBEC letter talking about the economy adding only
twenty two thousand jobs in August. This was below the
expectation of the seventy five K. Unemployment rises to four
to three. This is a problem right now, guys, because
I still think that our jobs numbers are way underreported,
(04:28):
even through what we're seeing now, which is bad data.
I just don't trust any of this stuff coming out
of these government agencies. At this point, I anticipate this
economy is much worse. This is why we are starting
to see a flight to other assets. The Fed, of course,
is going to I think, play into this. I want
to go to one more clip, because this is lutnet
(04:49):
talking about should we give some of this tariff revenue
back to possibly soften the blow.
Speaker 7 (04:55):
Take a look, just because so much is writing on this,
is there a plan to give back the tariff money
to the companies that have been paying it to this point?
Speaker 4 (05:02):
How does it work?
Speaker 3 (05:04):
This was fast and easy and incredibly smart. Nobody is retaliating,
even the Canadians, the ridiculous Canadians.
Speaker 1 (05:14):
All right, So what you saw there was Lutninka course
kind of just reaffirming that no, they're not giving the
tariff money back.
Speaker 6 (05:20):
Now.
Speaker 2 (05:20):
I hope maybe the.
Speaker 1 (05:21):
Trump administration will maybe realign this and possibly look at
rebates to the American people. Because that's really our tax dollars.
And I think now what you've got to look at
is that companies are going to have to come to
terms that this is going to be the way it
is going forward. The real question is is how do
these tariffs continue to put pressure on American companies? Is
(05:42):
it enough to continue down the issue of continued job loss?
I think that will be the big one that factors
into the FED rate cut.
Speaker 2 (05:50):
We'll get to that in a second.
Speaker 1 (05:52):
You know, with all this happening, guys, one thing you
need to do is, of course, is stay in a group.
And the way to get in that is in our
own diamond circle. All you have to do is click
the link down below.
Speaker 2 (06:01):
You'll join.
Speaker 1 (06:02):
I do an email out there every week and it's
the Bear Market Edge. What it will do is give
you some insights not only on the research we're doing,
but also on things like this where I feel like
the market is going, because this is getting to become
very dicey on how to manage this. So make sure
and click the link down below and you guys can join.
It's absolutely free to do that. All right, Let's go
over to the rate cuts. Rate cuts are coming. Not
(06:24):
only did the jobs print come in lower than expected?
It was also showed that prior month's numbers were revised downward.
Speaker 2 (06:30):
We already knew all this stuff.
Speaker 1 (06:32):
This data has always been tainted, always has been, always
will be. It's never going to be right, So don't
assume that it's going to be right. Even when it's good.
I don't think it's going to be right. And right
now what we're dealing with is pretty much a I
think we're at one hundred percent chance that we're going
to get a quarter basis points cut, and I want
to go to a clip real quick because this we'll
(06:53):
talk about whether or not we're going to get a
second rate cut this year.
Speaker 2 (06:57):
Take a look.
Speaker 4 (06:58):
He is a former FED vice gairman, someone who's been
inside that room. You saw the numbers, sir, what was
your reaction as you were watching those pour through?
Speaker 8 (07:06):
Yeah, my reaction was as roughly as expected. Perhaps a
weightcut and September may be appropriate. So I think the
September right cut seems in place right.
Speaker 4 (07:16):
Now, Yes to September, but now that we have two
more cuts built in, you're saying maybe not.
Speaker 8 (07:22):
That's exactly what I'm saying. I'm not saying a definite no,
I think it's too early those inflation numbers. I'd say,
am not necessarily giving comfort to a need for a
campaign of cutting just yet.
Speaker 4 (07:33):
Well, that's my real question. We're looking, by the way,
the Russell two thousands up over percent, but one and
a quarter percent right now. So equities are moving higher
on the back of what might be described as bad news,
all right.
Speaker 1 (07:45):
And this is normally the case. Equities and alternate assets
usually do because they understand what this means. It means
the basement of the US dollar, and that's why you
see this right here. Gold now expected to hit to
five thousand if the Federal Reserve loses its independence. This
is coming in from Gold and Sacks. I don't know
that that will be the case. I think it all
(08:06):
boils down to how Chair Pale navigates this next few months,
because this will be critical, especially as we continue to
see job number loss climb. That's the issues, that's my predictions.
We'll continue to see that El Salvador is buying what
is this buying gold?
Speaker 2 (08:23):
Not bitcoin?
Speaker 1 (08:25):
There is Bukueli himself smiling as he acquires fifty million
worth of gold. Interesting times, guys, right, now we are
dealing with a very unique market. One of the things
that you have to kind of compare is whether or
not inflation is moving investors directly to gold and now
into small caps.
Speaker 2 (08:44):
Take a look at this clip.
Speaker 5 (08:46):
What do you think about the fact that investors are
moving in these specific areas gold, international and also small caps.
I think people are trying to say, hey, what's maybe underperformed,
what's going to offer me some diversification. Gold's been really strong,
also generally saying hey, you know, evaluations around the world
are a little bit more attractive than here in the US.
So I think investors are maybe underestimating the risk of
(09:08):
an acceleration of inflation. Inflation might actually start to go
up again, and so for us, it's about making sure
you have exposures in your portfolio that can do well
in those types of environments.
Speaker 2 (09:19):
Well, I think he's right.
Speaker 1 (09:21):
I think we are at that point where inflation could
go next gen. And if we see that, the problem
that you're going to deal with is how do you
recorrect that in an economy that's losing jobs. One of
the ways that it could be done is through some
of the major companies. This is Tim Cook talking about Hey,
we'll pitch in here and add some jobs to the
American economy.
Speaker 7 (09:41):
Take a look, Tim Cook, you've done an incredible job
with Apple.
Speaker 9 (09:46):
Thank you, miss President.
Speaker 7 (09:48):
Very few people have been able to do what you've done.
Congratulations place you, sir.
Speaker 9 (09:52):
That means a lot to me. It's incredible to be
among everyone here, particularly you and the first Lady. I
also want to thank you for helping American companies.
Speaker 8 (10:03):
Around the world.
Speaker 9 (10:04):
This is a very key, key thing. Really enjoy working
with your administration on those topics as well.
Speaker 7 (10:12):
And Jim, how much money will Apple be investing in
the United States? You know, for you were elsewhere and
now you're really coming home. How much money will you
be invested?
Speaker 9 (10:23):
Six hundred billion?
Speaker 2 (10:24):
Six hundred billion, right, so we're very proud to do it.
Speaker 1 (10:28):
That's great, all right, what a very I'm sorry, guys,
that is.
Speaker 2 (10:34):
That's about as cringe as you can get.
Speaker 1 (10:36):
All these tech guys basically sucking up to Trump. I
don't believe a word they say. I don't believe that
Apple's going to do anything. Zuckerberg sitting there looks like
he's lost in the wilderness. I don't understand that guy either. No,
they're not going to administer new jobs. They're going to
continue to try to figure out the best way to
circumvent the American economy to build their products elsewhere. And
(10:59):
that's a problem. Think right now now, jobs are going
to be the key thing. And Trump went on further
into talking about how this might get bailed out in
the future.
Speaker 9 (11:09):
Take a look the first sense the BLS commissioner, who
you fired.
Speaker 8 (11:13):
A lot of people will be turning to you to
see if you believe the data that's released, can you commit.
Speaker 7 (11:18):
I don't know they come out tomorrow, but the real
numbers that I'm talking about are going to be whatever
it is. But we'll be in a year from now
when these monstrous, huge, beautiful places, that palaces of genius,
and I think you'll see job numbers that are going
to be absolutely incredible. You're going to see job numbers
like our country has never seen before.
Speaker 2 (11:38):
Thank you very much.
Speaker 1 (11:39):
All Right, So the theme of what I'm hearing now
out of this administration. You saw the several clips there
Lutnix kind of defending He's already starting to manifest.
Speaker 2 (11:47):
Out in front, you know, down the road. Trump kind
of brings.
Speaker 1 (11:52):
It home at the end reiterating a year from now,
don't worry about the numbers right now, because he knows
that these numbers are shit, knows that this economy is
now on the brink of possibly maybe one of the
worst downslides we've ever seen. That's the kind of thing
that's happening. And that's why I think you're starting to
see things like gold skyrocketing. And if gold continues to climb,
(12:15):
I'm telling you people know something and it's starting to
play out in the American economy right now. Jobs will
be the big one, that will be the killer point,
that will be undeniably an issue that the FED has
to deal with, and that means multiple cuts and it
does mean money printing at the end. As we look
at that, then you have to kind of consider, well,
(12:36):
digital assets, what's the play here?
Speaker 2 (12:38):
Do I look at.
Speaker 1 (12:38):
Bitcoin ethereum other plays out there in the market. Everybody's
been looking at digital asset treasury companies, Well, Sharplink right
now has a vote coming in. One of the interesting
points right here that they make.
Speaker 2 (12:53):
Is this right here.
Speaker 1 (12:54):
Usually these meetings occur for mergers, acquisitions, and other important business.
So are we in a position right now maybe where
sharplink is going to acquire bmn R, or BMNR is
going to acquire sharp Link, or ether Machine is going
to acquire them all. I don't know, but what it
appears is there is movement now in the digital asset
(13:16):
treasury spot, so be very cautious in those right now.
There's going to be some movement. I think that starts
some movement to the market. USA also is coming in
second place in global crypto adoption. This is behind India
despite Trump's Trump's push, I think it's still early for
the United States. There's so much still that have kind
of has been a hindstrap to the United States and
(13:39):
traders here. Remember that we used to have to go
offshore deal with KYC, all the different problems out there
in terms of the derivative markets and perpetuals.
Speaker 2 (13:47):
That of course has started to change.
Speaker 1 (13:49):
Now the SEC and the CFTC now signal openness to
onshoing perpetual futures.
Speaker 2 (13:55):
For US investors, this will be big.
Speaker 1 (13:57):
I think it will start to generate more interest in
the risk asset market, and I think overall this means
good news for American investors, and I think that is
what allows through the future here. Digital assets is a
way to go, guys. That's the only American dream left.
If you're watching this right now and you're not in
our diamond circle, get in so you can too take
(14:19):
part in that. Of course, follow me out there on
X at Paul Baron. We'll catch you next time, right
here on The Paul Baron Show.
Raycut odds are skyrocketing, and one of the things we're
watching right now is how the FED is going to respond.
We'll break it down for you. My name is Paul Baron.
Welcome back into the show. Let's get started. If you
want to thank our sponsor today, and that's Coinbase. This
is where you, guys can begin your journey into crypto.
And believe me, right now, with the way the economy is,
this is what you need to be doing is dealing
with the potential of the debasement of the American dollar,
(00:22):
and of course digital assets are the way to do it.
Check out the Future of money. It is over on coinbase.
Just sign up using our link. You're going to get
up to two hundred bucks in rewards to get started,
and that's going to happen in crypto. Very easy to
set up, whether you're a business or an individual. Let's
go over to the FED rate cut odds. Here, I'm
zoomed in on the poly market.
Speaker 2 (00:43):
Right here.
Speaker 1 (00:44):
We are now closing in on ninety percent on a
quarter basis points decrease. But look at that fifty basis
points now climbing to almost ten percent. Yesterday, guys, that
was at six percent after the amount of data that
came out on jobs this week, and we're going to
break it down for you. I anticipate this might be
(01:04):
a chance, at least for chair Palell to maybe go
in and do a little bit more slicing and dicing.
The US Bureau of Labor Statistics is experiencing technical difficulties
right now as they get ready to drop a poop
bomb on the American public, and that is more job
loss and higher unemployment. So that's a problem right now
(01:24):
as we lead into this, I want to.
Speaker 2 (01:26):
Go to a clip real quick. This will get you.
Speaker 1 (01:28):
Into something that I think will be very unique, and
that is Lutnik hyping up the job numbers.
Speaker 3 (01:34):
Take a look, you know, you look at the unemployment
rate numbers today, Wait till a year from today.
Speaker 2 (01:40):
Wow.
Speaker 3 (01:41):
They have to get rid of people who are against
the president, against the elected leader of the United States
of America, and get people on side who just want
America to win.
Speaker 4 (01:52):
Actually, they don't want someone who's there to win. They
just want somebody who's there going to give them the
most accurate, timely numbers that possibly exist. Just accuracy is
probably the only thing exact they want. So what I'm
what I ask you is today when we see those numbers,
whether we should believe they're accurate.
Speaker 3 (02:08):
I think they'll get better because you'll take out the
people who are just trying to create noise against the
president accurate numbers because this is going to be the
greatest growth economy. The employment situation in America is going
to be so impressive.
Speaker 2 (02:24):
You're just going to be impressed. I'm going to come
on your show and I'm going to.
Speaker 3 (02:27):
Make you say Donald trumps right, and we are all impressed.
Speaker 1 (02:32):
All right, Well, we'll see if that happens, because right
now what's going on is there is a major impact
on the data, at least on the job side of things.
And I think maybe Lutnik is trying to manifest this.
Speaker 2 (02:45):
You know, he's out.
Speaker 1 (02:46):
There really promoting future changes here. Granted now, if the
FED rate comes, cuts come in, and we see some
accelerated movement in the economy, that's a possibility. Let me
go to this next clip because this is where the
job numbers actually come in, says we get ready to go.
Speaker 5 (03:01):
To this number.
Speaker 6 (03:04):
Wow, and the data is actually coming across the wires
on time. Good job BLS twenty two thousand twenty two thousand,
and if you look at the two month revision comes
out to minus twenty one thousand.
Speaker 2 (03:17):
Of everybody, of.
Speaker 6 (03:18):
Course, is trying to find out what's going on with
the unemployment rate. The unemployment rate comes in at dunta
dunda duh, comes in at four point three, So it
moved higher. We haven't had a rate that high going
all the way back to twenty twenty one. If we
look at year over year, that would definitely take us
(03:38):
back also to mid twenty twenty one. It comes in
at thirty four point two. That would be the second
lowest the year we've had several and finally labor force
participation rate and this has not been a good thing.
As I said, it's been steadily moving lower. And under
employment rate that zoomed up here also to eight point
(03:59):
one percent. Once again, where are we going to find
a comp We're going to the fall of twenty twenty one.
Back to the panel, all right.
Speaker 1 (04:07):
So, as you can see, that was basically the media
responding to this data right here, and that of course
is the COBEC letter talking about the economy adding only
twenty two thousand jobs in August. This was below the
expectation of the seventy five K. Unemployment rises to four
to three. This is a problem right now, guys, because
I still think that our jobs numbers are way underreported,
(04:28):
even through what we're seeing now, which is bad data.
I just don't trust any of this stuff coming out
of these government agencies. At this point, I anticipate this
economy is much worse. This is why we are starting
to see a flight to other assets. The Fed, of course,
is going to I think, play into this. I want
to go to one more clip, because this is lutnet
(04:49):
talking about should we give some of this tariff revenue
back to possibly soften the blow.
Speaker 7 (04:55):
Take a look, just because so much is writing on this,
is there a plan to give back the tariff money
to the companies that have been paying it to this point?
Speaker 4 (05:02):
How does it work?
Speaker 3 (05:04):
This was fast and easy and incredibly smart. Nobody is retaliating,
even the Canadians, the ridiculous Canadians.
Speaker 1 (05:14):
All right, So what you saw there was Lutninka course
kind of just reaffirming that no, they're not giving the
tariff money back.
Speaker 6 (05:20):
Now.
Speaker 2 (05:20):
I hope maybe the.
Speaker 1 (05:21):
Trump administration will maybe realign this and possibly look at
rebates to the American people. Because that's really our tax dollars.
And I think now what you've got to look at
is that companies are going to have to come to
terms that this is going to be the way it
is going forward. The real question is is how do
these tariffs continue to put pressure on American companies? Is
(05:42):
it enough to continue down the issue of continued job loss?
I think that will be the big one that factors
into the FED rate cut.
Speaker 2 (05:50):
We'll get to that in a second.
Speaker 1 (05:52):
You know, with all this happening, guys, one thing you
need to do is, of course, is stay in a group.
And the way to get in that is in our
own diamond circle. All you have to do is click
the link down below.
Speaker 2 (06:01):
You'll join.
Speaker 1 (06:02):
I do an email out there every week and it's
the Bear Market Edge. What it will do is give
you some insights not only on the research we're doing,
but also on things like this where I feel like
the market is going, because this is getting to become
very dicey on how to manage this. So make sure
and click the link down below and you guys can join.
It's absolutely free to do that. All right, Let's go
over to the rate cuts. Rate cuts are coming. Not
(06:24):
only did the jobs print come in lower than expected?
It was also showed that prior month's numbers were revised downward.
Speaker 2 (06:30):
We already knew all this stuff.
Speaker 1 (06:32):
This data has always been tainted, always has been, always
will be. It's never going to be right, So don't
assume that it's going to be right. Even when it's good.
I don't think it's going to be right. And right
now what we're dealing with is pretty much a I
think we're at one hundred percent chance that we're going
to get a quarter basis points cut, and I want
to go to a clip real quick because this we'll
(06:53):
talk about whether or not we're going to get a
second rate cut this year.
Speaker 2 (06:57):
Take a look.
Speaker 4 (06:58):
He is a former FED vice gairman, someone who's been
inside that room. You saw the numbers, sir, what was
your reaction as you were watching those pour through?
Speaker 8 (07:06):
Yeah, my reaction was as roughly as expected. Perhaps a
weightcut and September may be appropriate. So I think the
September right cut seems in place right.
Speaker 4 (07:16):
Now, Yes to September, but now that we have two
more cuts built in, you're saying maybe not.
Speaker 8 (07:22):
That's exactly what I'm saying. I'm not saying a definite no,
I think it's too early those inflation numbers. I'd say,
am not necessarily giving comfort to a need for a
campaign of cutting just yet.
Speaker 4 (07:33):
Well, that's my real question. We're looking, by the way,
the Russell two thousands up over percent, but one and
a quarter percent right now. So equities are moving higher
on the back of what might be described as bad news,
all right.
Speaker 1 (07:45):
And this is normally the case. Equities and alternate assets
usually do because they understand what this means. It means
the basement of the US dollar, and that's why you
see this right here. Gold now expected to hit to
five thousand if the Federal Reserve loses its independence. This
is coming in from Gold and Sacks. I don't know
that that will be the case. I think it all
(08:06):
boils down to how Chair Pale navigates this next few months,
because this will be critical, especially as we continue to
see job number loss climb. That's the issues, that's my predictions.
We'll continue to see that El Salvador is buying what
is this buying gold?
Speaker 2 (08:23):
Not bitcoin?
Speaker 1 (08:25):
There is Bukueli himself smiling as he acquires fifty million
worth of gold. Interesting times, guys, right, now we are
dealing with a very unique market. One of the things
that you have to kind of compare is whether or
not inflation is moving investors directly to gold and now
into small caps.
Speaker 2 (08:44):
Take a look at this clip.
Speaker 5 (08:46):
What do you think about the fact that investors are
moving in these specific areas gold, international and also small caps.
I think people are trying to say, hey, what's maybe underperformed,
what's going to offer me some diversification. Gold's been really strong,
also generally saying hey, you know, evaluations around the world
are a little bit more attractive than here in the US.
So I think investors are maybe underestimating the risk of
(09:08):
an acceleration of inflation. Inflation might actually start to go
up again, and so for us, it's about making sure
you have exposures in your portfolio that can do well
in those types of environments.
Speaker 2 (09:19):
Well, I think he's right.
Speaker 1 (09:21):
I think we are at that point where inflation could
go next gen. And if we see that, the problem
that you're going to deal with is how do you
recorrect that in an economy that's losing jobs. One of
the ways that it could be done is through some
of the major companies. This is Tim Cook talking about Hey,
we'll pitch in here and add some jobs to the
American economy.
Speaker 7 (09:41):
Take a look, Tim Cook, you've done an incredible job
with Apple.
Speaker 9 (09:46):
Thank you, miss President.
Speaker 7 (09:48):
Very few people have been able to do what you've done.
Congratulations place you, sir.
Speaker 9 (09:52):
That means a lot to me. It's incredible to be
among everyone here, particularly you and the first Lady. I
also want to thank you for helping American companies.
Speaker 8 (10:03):
Around the world.
Speaker 9 (10:04):
This is a very key, key thing. Really enjoy working
with your administration on those topics as well.
Speaker 7 (10:12):
And Jim, how much money will Apple be investing in
the United States? You know, for you were elsewhere and
now you're really coming home. How much money will you
be invested?
Speaker 9 (10:23):
Six hundred billion?
Speaker 2 (10:24):
Six hundred billion, right, so we're very proud to do it.
Speaker 1 (10:28):
That's great, all right, what a very I'm sorry, guys,
that is.
Speaker 2 (10:34):
That's about as cringe as you can get.
Speaker 1 (10:36):
All these tech guys basically sucking up to Trump. I
don't believe a word they say. I don't believe that
Apple's going to do anything. Zuckerberg sitting there looks like
he's lost in the wilderness. I don't understand that guy either. No,
they're not going to administer new jobs. They're going to
continue to try to figure out the best way to
circumvent the American economy to build their products elsewhere. And
(10:59):
that's a problem. Think right now now, jobs are going
to be the key thing. And Trump went on further
into talking about how this might get bailed out in
the future.
Speaker 9 (11:09):
Take a look the first sense the BLS commissioner, who
you fired.
Speaker 8 (11:13):
A lot of people will be turning to you to
see if you believe the data that's released, can you commit.
Speaker 7 (11:18):
I don't know they come out tomorrow, but the real
numbers that I'm talking about are going to be whatever
it is. But we'll be in a year from now
when these monstrous, huge, beautiful places, that palaces of genius,
and I think you'll see job numbers that are going
to be absolutely incredible. You're going to see job numbers
like our country has never seen before.
Speaker 2 (11:38):
Thank you very much.
Speaker 1 (11:39):
All Right, So the theme of what I'm hearing now
out of this administration. You saw the several clips there
Lutnix kind of defending He's already starting to manifest.
Speaker 2 (11:47):
Out in front, you know, down the road. Trump kind
of brings.
Speaker 1 (11:52):
It home at the end reiterating a year from now,
don't worry about the numbers right now, because he knows
that these numbers are shit, knows that this economy is
now on the brink of possibly maybe one of the
worst downslides we've ever seen. That's the kind of thing
that's happening. And that's why I think you're starting to
see things like gold skyrocketing. And if gold continues to climb,
(12:15):
I'm telling you people know something and it's starting to
play out in the American economy right now. Jobs will
be the big one, that will be the killer point,
that will be undeniably an issue that the FED has
to deal with, and that means multiple cuts and it
does mean money printing at the end. As we look
at that, then you have to kind of consider, well,
(12:36):
digital assets, what's the play here?
Speaker 2 (12:38):
Do I look at.
Speaker 1 (12:38):
Bitcoin ethereum other plays out there in the market. Everybody's
been looking at digital asset treasury companies, Well, Sharplink right
now has a vote coming in. One of the interesting
points right here that they make.
Speaker 2 (12:53):
Is this right here.
Speaker 1 (12:54):
Usually these meetings occur for mergers, acquisitions, and other important business.
So are we in a position right now maybe where
sharplink is going to acquire bmn R, or BMNR is
going to acquire sharp Link, or ether Machine is going
to acquire them all. I don't know, but what it
appears is there is movement now in the digital asset
(13:16):
treasury spot, so be very cautious in those right now.
There's going to be some movement. I think that starts
some movement to the market. USA also is coming in
second place in global crypto adoption. This is behind India
despite Trump's Trump's push, I think it's still early for
the United States. There's so much still that have kind
of has been a hindstrap to the United States and
(13:39):
traders here. Remember that we used to have to go
offshore deal with KYC, all the different problems out there
in terms of the derivative markets and perpetuals.
Speaker 2 (13:47):
That of course has started to change.
Speaker 1 (13:49):
Now the SEC and the CFTC now signal openness to
onshoing perpetual futures.
Speaker 2 (13:55):
For US investors, this will be big.
Speaker 1 (13:57):
I think it will start to generate more interest in
the risk asset market, and I think overall this means
good news for American investors, and I think that is
what allows through the future here. Digital assets is a
way to go, guys. That's the only American dream left.
If you're watching this right now and you're not in
our diamond circle, get in so you can too take
(14:19):
part in that. Of course, follow me out there on
X at Paul Baron. We'll catch you next time, right
here on The Paul Baron Show.
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