{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Amid chaos and growing recession fear, economist Yaruss leans into gold","description":"Economist Howard Yaruss, the author of "Understandable Economics" and a professor at New York University, says that the market and the economy are strong on average, but that "chaos" \u2014 including the international tensions that escalated in Iran over the weekend, but also tariff and trade policies and more \u2014 should have investors leaning into gold. Yaruss notes that the market has seen so much speculative activity \u2014 including trillions for dollars invested into artificial intelligence infrastructure \u2014 so that when people see smaller-than-expected payback, the market and economy could go through the kind of demoralizing event that, historically, creates a recession.    Yaruss isn't the only one focused on chaos, as Vijay Marolia, chief investment officer at Regal Point Capital, talks in "The Week That Is' about "disruption" being the keyword for the week and beyond. He says that tensions in the Middle East have the potential to disrupt the oil market, noting how artificial intelligence has disrupted software stocks and, more broadly, technology companies and the market itself, but he also says that investors need to avoid disrupting their own portfolios by over-reacting to the headlines and the rapid-fire emotional swings.    Building on that theme of changes impacting the market's leading sector \u2014 and continuing a theme from recent Danger Zone segments, Kyle Guske, investment analyst at New Constructs, says that technology stocks outside of the Mag 5 are headed for trouble. And, yes, he calls it the "Mag 5" because he doesn't think two companies come close to still qualifying as "magnificent."    Plus, Herb Greenberg, editor of Herb Greenberg's Red Flag Alerts, discusses his recent coverage of Blue Owl's private credit meltdown and how the company's answers to questions on private credit may be a sign of more trouble ahead, not just for the BDC company \u2013 which has been hammered since it stopped redemptions in a non-traded BDC due to problems with some of its software lending \u2013 but for private credit markets generally.  ","author_name":"Money Life with Chuck Jaffe","author_url":"http:\/\/moneylifeshow.com","html":"