Link to podcast page.
I have spoken about Don Coxe in the past. He has had a varied and illustrious career as a market commentator and money manager.
What impressed me most about Mr. Coxe, when I first discovered his work, work was the fact he is a historian by trade and brings a historical knowledge to his forecasting.
This brings us to the point of this podcast and that is declining sunspot activity.
As I have written in the past, our sun is going through a period of very little to no sunspot activity.
Although controversial, it is my contention that in past episodes of low sunspot activity the earth has seen lower overall temperatures, lower agricultural yields, coupled with all kinds of economic, social, and political turmoil.
Although the quality of the podcast audio sucks it is still worth a listen as Mr Coxe’s view although very contrarian is though provoking and is worth thinking about.
If he is correct, and I believe he is, than we are looking at one the biggest contrarian stories in modern finance.
Literally no one is on this story.