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Bob Hoye & Chris Waltzek - March 25, 2016.

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Recap.

  • Chris welcomes back Bob Hoye, senior investment strategist at Institutional Advisors.
  • Our guest says a new cyclical PMs bull market is underway - he favors the PMs shares. US dollar weakness may indicate a top is in place.
  • The FOMC has lost control of the economy, backpedaling on rate hikes and returning to a more dovish stance.
  • Seasonal factors are positive for both commodities and the energy sector. The host suggests increasing investment portfolio weighting in the PMs and energy sectors.

     

 

Listeners' Q&A (callers) - Chris Waltzek - March 24, 2016.

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Recap.

  • Chris opens up the phone lines for another Listener's Q&A Segment.

  • Longtime listener George, is concerned by the monetary policymaker decisions at the BOJ / EU, in particular negative lending rates and quantitative easing.

  • The host notes that policymakers seem to be relying on gimmicks to keep the global economic house of cards from imploding.

  • Debt monetization and negative interest rates are desperate measures of last resort.

  • Negative rates force investors to make malinvestments in paper assets in pursuit of risky capital gains, while simultaneously punishing retirees.

  • What few economists are willing to concede, the global economy is irreparably damaged. Case in point, QE operations can't rebuild a decimated industrial base.
  • Another long time listener John disagrees with one of our favorite guests, whose indicator suggests higher prices ahead for US shares.

  • The host notes that stocks could still climb to new heights from a technical vantage point, however, P/Es are extremely overvalued on a fundamental basis.

  • It is advisable to maintain a solidly diversified portfolio, that includes precious metals.

Chris opens up the phone lines for another Listener's Q&A Segment. Longtime listener George, is concerned by the monetary policymaker decisions at the BOJ / EU, in particular negative lending rates and quantitative easing. The host notes that policymakers seem to be relying on gimmicks to keep the global economic house of cards from imploding - debt monetization and negative interest rates are desperate measures of last resort. Case in point, negative rates force investors to make malinvestments in paper assets in pursuit of risky capital gains. While simultaneously punishing retirees who and savers who rely on passive income for basic necessities. The concept is based on the economic fallacy that eventually the economic structure will right itself. But what few economists admit is that the entire foundation is irreparably damaged, such operations cannot rebuild the industrial base that is lost, and rebuild the middle class that was the backbone of society.

Next, another long time listener John disagrees with one of our favorite guests, whose indicator suggests higher prices ahead for US shares. The host notes that stocks could still clime to new highs from a technical vantage point, however, P/Es are extremely overvalued on a fundamental basis - as the old market axiom notes, stocks can remain irrational longer than one can maintain their margin. Therefore the it is advisable to maintain a solidly diversified portfolio that includes precious metals.

 

Harry S. Dent Jr. & Chris Waltzek - March 22, 2016.

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Summary

  • Harry S. Dent Jr., says gold is far more appealing that US stocks on a valuation basis, noting: "I would buy gold over US shares any day of the week."
  • Thanks to Fed rate tapering, funds have been redirected into commodities, especially gold.
  • Our guest notes that gold is the best inflation hedge available to investors.
  • Given that the future is rarely 100% knowable, a 10-20% gold / silver investment portfolio component is advisable.
  • The recent stock market gyrations could indicate a crash is imminent, similar to the 2008 meltdown, but perhaps even worse.
  • Unlike cash in the bank earning negative interest rates around the world, gold does not carry the burden of a negative interest rate.
  • The host / guest share different opinions regarding the inflation / deflation debate - the host notes the recent anti-deflationary plunge in the US dollar.
  • Mr. Dent's ontology indicates that central bankers are deleveraging the greatest debt bubble in global history.
  • US stock indexes will drop at least 70% in the next few years, according to Mr. Dent. Eventually a second Great Depression is inevitable
  • Although policymakers are delaying the day of reckoning, eventually the FOMC will resume QE efforts with gusto.
  • The Fed's current balance sheet indicates zero signs of tapering, plateau at best (Figure 1.1.)

Best-selling author Harry S. Dent Jr., says gold is far more appealing that US stocks on a valuation basis, noting: "I would buy gold over US shares any day of the week." Thanks to Fed rate tapering, funds have been redirected into commodities, especially gold which is the top performing commodity of the 22 listed on the Bloomberg index. Our guest notes that gold is the best inflation hedge available to investors. Given that the future is rarely 100% knowable, a 10-20% gold / silver investment portfolio component is advisable. The recent stock market gyrations could indicate a crash is imminent, similar to the 2008 meltdown, but perhaps even worse. The host points out an oftentimes ignored benefit of gold / silver ownership - unlike cash in the bank earning negative interest rates around the world, gold does not carry a negative interest rate. The host / guest disagree on the inflation / deflation debate - the host notes the recent plunge of the US dollar relative to 6 leading currencies, falling under key support levels, which markedly lowers the odds of an FOMC rate hike, and is anti-deflationary. Nevertheless, Mr. Dent's ontology indicates that central bankers are deleveraging the greatest debt bubble in global history. As a result, US stock indexes will drop at least 70% in the next few years, according to Mr. Dent. Eventually a second Great Depression is inevitable, if his forecast comes to fruition. Although policymakers are delaying the day of reckoning, eventually the FOMC will resume QE efforts with gusto and even push the benchmark lending rate into negative territory. One look at the Fed's current balance sheet indicates zero signs of tapering, just a plateau at best (Figure 1.1.).

Figure 1.1. Fed's Current Balance Sheet - Graph

Note: Graph courtesy of US Fed.

 

Bill Murphy & Chris Waltzek - Mar. 17, 2016.

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Recap:

  • Bill Murphy from GATA.org kissed the Blarney stone on St. Patrick's day, which evidently sent silver flying higher by 5%.

  • The gold to silver ratio plunged from a recent high of 83 to 79 - AG is poised for an explosive advance.

  • Our guest says the PMs cartel has lost control of the metals markets.

  • There has been a 100% retracement of the 2011 rally to $50, which subsequently ignited a three stage, Saturn V rocket launch into orbit.

  • Our guest is watching $18.50 resistance - if breached, silver bulls could run the world's most useful precious metal to as high as $25 in short order.

  • Bill Murphy expects $100+ silver in the coming years, an epic advance that might have already begun in earnest.

  • The host outlines a Fibonacci retracement from the $50 peak to the recent $13.50 nadir.

  • The following targets are possible: $21, $30 and $37 followed by $50 and then triple digits in the coming years.

  • Bill Murphy's takeaway point: why worry about a few dollars on the downside if the rally fades when the upside is triple digits for silver bulls?

Bill Murphy from GATA.org kissed the Blarney stone on St. Patrick's day, which evidently sent silver flying higher by 5%; the gold to silver ratio plunged from a recent high of 83 to 79 - AG is poised for an explosive advance, our guest says the PMs cartel has lost control of the metals markets. There has been a 100% retracement of the 2011 rally to $50, which subsequently ignited a three stage, Saturn V rocket launch into orbit. Our guest is watching $18.50 resistance - if breached, silver bulls could run the world's most useful precious metal to as high as $25 in short order. Nevertheless, that could be just the opening salvo - he's calling for $100+ silver, an epic advance that might have already begun in earnest. The host outlines a Fibonacci retracement from the $50 peak to the recent $13.50 nadir that suggests the following targets: $21, $30 and $37 followed by $50 and then triple digits in the coming years. Bill Murphy's takeaway point: why worry about a few dollars on the downside if the rally fades when the upside is triple digits for silver bulls?

 

 

Dr. Stephen Leeb & Chris Waltzek - March 16, 2016.

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Recap.

  • Chris welcomes Dr. Stephen Leeb, best selling author and head of The Complete Investor.
  • After a string of 7 best-selling financial tomes, Dr. Leeb is writing his magnum opus on the gold market, which he refers to as the last great bull market.
  • Our guest notes, "Gold is a metal that attracts paradoxes - gaining over 300% as the leading major index class compared to a 40% gain in the S&P 500."
  • Unlike stocks / bonds that typically require brokerage accounts and intermediaries, gold and silver can be purchased and held on hand.
  • Rare earths, graphite, germanium and related minerals could also boost investment portfolio returns.
  • He makes the uncharacteristically bullish gold forecast, noting the king of currencies could climb to as high as $10,000-$20,000, in the coming years.
  • The duo outline a portfolio opportunity with even greater expected return and perhaps a superior risk / reward ratio.

Chris welcomes Dr. Stephen Leeb, best selling author and head of The Complete Investor - after a string of 7 best-selling financial tomes, Dr. Leeb is writing his magnum opus on the gold market, which he refers to as the last great bull market. Our guest notes, "Gold is a metal that attracts paradoxes - gaining over 300% as the leading major index class compared to a 40% gain in the S&P 500, approximately." Unlike stocks / bonds that typically require brokerage accounts and intermediaries, gold and silver can be purchased and held on hand, without any monitoring whatsoever, giving he holder greater freedom and peace of mind. In addition, rare earths, graphite, germanium and related minerals could also boost investment portfolio returns. He makes the uncharacteristically bullish gold forecast, noting the king of currencies could climb to as high as $10,000-$20,000, in the coming years. But perhaps even more exciting, the duo outline a portfolio opportunity with even greater expected return and perhaps a superior risk / reward ratio - be sure to listen closely.

 

 

 

Dr. Chris Martenson & Chris Waltzek - March 10, 2015.

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Summary

  • Chris welcomes Dr. Martenson from PeakProsperity.com - the co-author of Prosper! is watching the crude oil market for signs of a double bottom pattern.
  • Gold is higher by about 15% so far this year and remains strong, rebounding sharply from oversold conditions.
  • Gold fundamentals continue to impress - last week, Blackrock halted issuance of new gold ETF iShares $7.7 billion, due in part to insatiable demand.
  • Gold is best positioned to benefit from a major paper money zenith - global monetary policies virtually guarantee success.
  • The domestic economy is weak, built on flimsy monetary policy and enormous corporate debt.
  • The huge P/E's ratios and sluggish growth increases the odds of a serious US equities decline.
  • Dr. Martenson highlights his self-sustaining, solar water-heater that pays remarkable dividends in the form of energy savings family as well as benefits society with a lowered carbon footprint.
Chris welcomes Dr. Martenson from PeakProsperity.com - the co-author of Prosper! is watching the crude oil market for signs of a double bottom pattern despite record domestic supply. In addition, gold is higher by about 15% so far this year and remains strong, rebounding sharply from oversold conditions. Gold fundamentals continue to impress - last week, Blackrock halted issuance of new gold ETF iShares $7.7 billion, due in part to insatiable demand. His work shows that gold is best positioned to benefit from a major paper money zenith - global monetary policies virtually guarantee success. The domestic economy is weak, built on flimsy monetary policy and enormous corporate debt. In addition, the huge P/E's ratios and sluggish growth increases the odds of a serious US equities decline. In their ongoing discussion on homesteading and self-sufficiency, Chris asks Dr. Martenson to outline his self-sustaining, solar water-heater that pays remarkable dividends in the form of energy savings family as well as benefits society with a lowered carbon footprint.

 

 

David Morgan & Chris Waltzek - March 9, 2016.

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Summary

  • The Silver Investor David Morgan and the host discuss the best annual start in the PMs sector in 35 years, according to The Economist magazine.
  • Our guest expects the short covering bonanza to continue for a month or two as retail investors regain confidence and push their chips back into the market.
  • His work indicates a new bull market is underway - however, additional gains could be tame as investors slowly accumulate new long positions.
  • The massive debt implosion, as outlined by the economist Schumpeter: "creative destruction" virtually insures better times to come for PMs investors.
  • When gold is priced in terms of global currencies such as Canadian dollars, the gold bull market never ended.
  • Our guest reminds the audience of the classic words of JP Morgan, "Gold is money and everything else is credit."
  • By this logic, dollars, pounds, euros, yen and yuan are all unbacked paper promises; only gold and silver are true wealth.
  • Just as the BOE gold sales of 1999-2002 marked the end of the bear market, the recent sale by the bank of Canada is a positive indication.

The Silver Investor David Morgan and the host discuss the best annual start in the PMs sector in 35 years, according to The Economist magazine. Our guest expects the short covering bonanza to continue for a month or two as retail investors regain confidence and push their chips back into the market, to the delight of gold / silver aficionados. His work indicates a new bull market is underway - however, additional gains could be tame as investors slowly accumulate new long positions. Plus, the massive debt implosion, virtually insures better times to come for PMs investors. When gold is priced in terms of global currencies such as Canadian dollars, the gold bull market never ended. Our guest reminds the audience of the classic words of JP Morgan, "Gold is money and everything else is credit." By this logic, dollars, pounds, euros, yen and yuan are all unbacked paper promises; only gold and silver are true wealth. Just as the BOE gold sales of 1999-2002 marked the end of the bear market, the recent sale of the entire gold stockpile of the Bank of Canada is a positive contrarian indication.

 

 

Bob Hoye & Chris Waltzek - March 3, 2016.

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Recap.

  • Chris welcomes back Bob Hoye, senior investment strategist at Institutional Advisors. His new peak momentum indicator tends to identify market zeniths and subsequent new bear markets. It currently suggests gold and silver correction could soon pass, clearing the path for a new primary bull market. His work on the silver market ranging from the 1500’s to today indicates that the current divergence in silver relative to gold could portend a financial crisis.
  • Bob Hoye is convinced that restoring confidence in the global currency system due to profligate policymaker decisions will require a global gold standard.
  • Canada officially has sold 100% of its gold reserve stockpile, near the bottom of a multi-year bear market.
  • Homes are overpriced in many towns, especially McMansions.
  • Junk bonds and many stocks are entering bear market.
  • Gold stocks are positioned to benefit from the financial volatility.
Chris welcomes back Bob Hoye, senior investment strategist at Institutional Advisors. His new peak momentum indicator tends to identify market zeniths and subsequent new bear markets - it currently suggests gold and silver correction could soon pass, clearing the path for a new primary bull market. His work on the silver market ranging from the 1500’s to today indicates that the current divergence in silver relative to gold could portend a financial crisis is imminent. Bob Hoye is convinced that restoring confidence in the global currency system due to profligate policymaker decisions will require a global gold standard, the de facto reserve currency. For instance, Canada officially has sold 100% of its gold reserve stockpile, near the bottom of a multi-year bear market. In addition, homes are overpriced in many towns, especially McMansions. Plus, he’s concerned by Junk bonds and also sees the early stages of stock bear market, but gold stocks are positioned to benefit from all the volatility.

 

James Turk & Chris Waltzek - March 2, 2016.

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Summary

  • Chris welcomes James Turk of GoldMoney.com - he's watching the gold / silver ratio closely. The current reading near 80:1 may represent a significant relative value for silver, especially given the naturally occurring, geological 10:1 ratio. Were silver to merely return to the traditional level, the price would leap to three digits, even if the price of gold remained static. Just five years ago, the gold / silver ratio approached 30:1 - a similar figure would put the silver price 2.5X's higher, approximately $35 per ounce. Due in large part to negative lending by global central banks, the cost of storing gold is negligible, relative to the cost of negative savings rates. Investors are understandably more concerned by the return of their funds than by the return on their funds (Will Rogers).
  • James Turk's inflation forecast suggests that millions of PMs investors will benefit from the outcome.
Chris welcomes James Turk of GoldMoney.com - he's watching the gold / silver ratio closely; the current reading near 80:1 may represent a significant relative value for silver, especially given the naturally occurring, geological 10:1 ratio. Were silver to merely return to the traditional level, the price would leap to three digits, even if the price of gold remained static. Nevertheless, just five years ago, the gold / silver ratio approached 30:1 - a similar figure would put the silver price 2.5X's higher, approximately $35 per ounce. Due in large part to negative lending by global central banks, the cost of storing gold is negligible, relative to the cost of negative savings rates. Put simply, investors are understandably more concerned by the return of their funds than by the return on their funds (Will Rogers). Once the CRB commodities index reverses course, resuming the uptrend - James Turk's inflation forecast suggests that millions of PMs investors will benefit from the outcome.

 

Bill Murphy & Chris Waltzek - Feb. 26, 2016.

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Recap:

  • Bill Murphy from GATA.org says the gold cartel has lost the ability to suppress price due in part to record physical demand.
  • The HUI advanced as much as 70% in merely six weeks.
  • Fed officials and their BOJ / EU colleagues have turned markedly dovish, sending a signal to investors of the potential opportunity in the PMs market.
  • While gold market represents an incredible valuation opportunity, Bill Murphy thinks silver is the most undervalued asset in history.
  • Our guest makes the bold silver forecast of $100-$150, representing a 10 fold, 1000% expected return.
  • As the CRB commodities market finds a floor, silver investors could benefit from not only the monetary aspects, but the industrial applications.
  • Once the full monetary strength is realized, a 10:1 gold / silver ratio could catapult the price of the remarkable metal to well over three digits.
  • The unsustainable P/E ratios of US shares, such as Apple Computer 500 P/E ratio will eventually revert to the mean, sending hundreds of billions of dollars into the PMs sector.
Bill Murphy from GATA.org says the gold cartel has lost the ability to suppress price due in part to record physical demand as evidenced by the startling PMs shares rally of 2016 - the HUI advanced as much as 70% in merely six weeks. Plus, Fed officials and their BOJ / EU colleagues have turned markedly dovish, sending a signal to investors to expect lower rates, dollar weakness and PMs opportunity. While gold represents a remarkable valuation opportunity, Bill Murphy thinks silver is the most undervalued asset in the history of global finance. Our guest makes a bold silver forecast: $100-$150, representing a 10 fold, 1000% expected return. As the CRB commodities market finds a floor, silver investors could benefit from not only the monetary aspects, but the industrial applications. Once the full monetary value is realized, a 10:1 gold / silver ratio could catapult the price of the remarkable metal to a price of well over three digits. In addition, as astronomical P/E ratios such as Apple Computer revert to the mean, hundreds of billions of dollars, Euros, Yen, Pesos and Yuan will pour into the comparatively minute PMs sector.

 

Monty Guild & Chris Waltzek - Feb. 25, 2016.

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  • Chris welcomes back Monty Guild of Guild Investment - his sources insist that China is accumulating huge gold reserves under the table at deep discounts.

  • Canada and many other countries have sold much of their gold reserve stockpiles to raise funds.

  • The myopic decision will backfire, ultimately requiring the repurchase of gold reserves at much higher prices.
  • Monty Guild expects the PMs shares to outperform the underlying metals.
  • Distrust in government officials and bargain prices could set the base for much higher PMs prices.
  • An oil market price floor could unfold in coming months due in part to recent OPEC member supply limits.
  • US and international paper assets such as stocks and bonds are far less appealing in 2016.
  • Although equities P/E ratios indicate overvaluation, our guest likes shares in Google (GOOG).
  • The head of Guild Investment outlines 3 key geoeconomic themes in the US, EU and China:
    • The burden of enormous national debt will limit US economic prospects.
    • China is in far better economic shape than anticipated;
    • Banking sector in the EU is facing insolvency issues - a Russia / Turkey showdown seems imminent.
  • His exceptional grandson is a high school mathematical-prodigy, who penned a remarkable book, Physics Reforged, available at Amazon.com.

Chris welcomes back Monty Guild of Guild Investment - his sources insist that China is accumulating huge gold reserves under the table at deep discounts from major oil producing nations. In addition, Canada and many other countries have sold much of their gold reserve stockpiles to raise funds - the myopic decision will backfire, ultimately requiring the repurchase of gold reserves at much higher prices. Monty Guild expects the PMs shares to outperform the underlying metals. Distrust in government officials and bargain prices could set the base for much higher PMs prices. An oil market price floor could unfold in coming months due in part to recent OPEC member supply limits. US and international paper assets such as stocks and bonds are far less appealing in 2016. Although equities P/E ratios indicate overvaluation, our guest likes shares in Google (GOOG). The head of Guild Investment outlines 3 key geoeconomic themes in the US, EU and China:

  • The burden of enormous national debt will limit US economic prospects.
  • China is in far better economic shape than anticipated;
  • Banking sector in the EU is facing insolvency issues - a Russia / Turkey showdown seems imminent.

His exceptional grandson is a high school mathematical-prodigy, who penned a remarkable book, Physics Reforged, available at Amazon.com.

 

Louis Navellier & Chris Waltzek - Feb. 18, 2016.

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Summary

  • Chris welcomes back Louis Navellier of Navellier & Associates.
  • He reviews a few stocks that may have run too far, too fast and may require hedging amid extremely volatile conditions.
  • Louis Navellier has a knack for calling bull / bear markets in stocks including the 2009-2015 bull market and more recently the stock market zenith.
  • Listener's are advised to take heed of his surprisingly bearish sentiments.
  • Our guest outlines the only commodities stock in his portfolio: Cal-Maine an agricultural stock in Mississippi: (CALM).
  • When the stock market rebounds (ULTA) and (HD) could outperform.
  • Every investor must own precious metals - the time is right to increase gold allocation.
Chris welcomes back Louis Navellier of Navellier & Associates -
he outlines stocks that have run too far, too fast, that may require hedging amid extremely volatile conditions. Louis Navellier has the best record for calling bull / bear markets in stocks during the show's 10 year run, including the 2009-2015 bull market and more recently the top in US stocks. So it's somewhat surprising to hear his less than sanguine comments on shares. Our guest outlines the only commodities stock in his portfolio: Cal-Maine an agricultural stock in Mississippi: (CALM). When the stock market rebounds, he likes (ULTA) and (HD). Every investor must own precious metals - the time is right to increase gold allocation.

 

Jeffrey Nichols & Chris Waltzek - February 5, 2016.

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Recap.

  • Jeffrey Nichols of Rosland Capital, returns to the show with his latest insights on the precious metals sector.
  • A new uptrend suggests the multi-year selloff may be reversing course.
  • With signs of sluggish economic output, our guest suggests that Fed policymakers could back-peddle on the new interest rate policy.
  • The inflation adjusted or real interest rate may already be negative, depending on the source examined.
  • Investors should brace for either a new wave of QE or a novel approach to boost economic growth.
  • But even if the Fed maintains a hawkish stance, gold will likely rise anyway, due to supply shortages.
  • Gold could soon eclipse the 2010 zenith, ascending above $2,000 per ounce as soon as the end of next year, yielding 100% profits.
  • If our guest's forecast is correct, the yellow metal could climb as high as $3,000-$5,000, within seven years.

Jeffrey Nichols of Rosland Capital, returns to the show with his latest insights on the precious metals sector. A new uptrend suggests the multi-year selloff may be reversing course. With signs of sluggish economic output, our guest suggests that Fed policymakers could back-peddle on the new interest rate policy, reversing the upward course, eventually moving rates into negative territory, similar to the ECB and BOJ, for the first time in national history. The inflation adjusted or real interest rate may already be negative, depending on the source. In addition, investors should brace for either a new wave of QE or a novel approach to boost economic growth. But even if the Fed maintains a hawkish stance, gold will likely rise anyway, due to supply shortages. Gold could soon eclipse the 2010 zenith, ascending above $2,000 per ounce as soon as the end of next year, yielding 100% profits to investors who accumulate the metal at currently discounted prices. If our guest's forecast is correct, the yellow metal could climb as high as $3,000-$5,000, within seven years.

 

Bob Hoye & Chris Waltzek - February 2, 2016.

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Recap.

  • Chris welcomes back Bob Hoye, senior investment strategist at Institutional Advisors.
  • US equities could be entering a bear market, given media reports of a domestic retail "Apocalypse", with hundreds retail store closings.
  • Now that gold has recovered by nearly $100 from the recent lows, gold and silver investments represent the best portfolio insurance currently available.
  • Gold / silver equities could present an excellent contrarian opportunity, relative to overpriced sectors.
  • Mines are lean and mean, due to lower crude oil prices and related expenses, prepared to tackle exciting new opportunities.
  • Cash rich firms can procure properties with the most potential at a fraction of the cost.
  • The host and guest concur that long-term portfolio investing is the safest and most profitable way to build a solid financial future.

Chris welcomes back Bob Hoye, senior investment strategist of Institutional Advisors. US equities could be entering a bear market, given media reports of a domestic retail "Apocalypse", with hundreds of retail store closings. Now that gold has recovered by nearly $100 from the recent lows, gold and silver investments represent the best portfolio insurance currently available. In addition, gold / silver equities could present an excellent contrarian opportunity, relative to overpriced sectors. Mines are lean and mean, due to lower crude oil prices and related expenses, prepared to tackle exciting new opportunities, while cash rich firms procure properties with the most potential at a fraction of the cost. The host and guest concur that long-term portfolio investing is the safest and most profitable way to build a solid financial future.

 

 

 

CEO Marin Aleksov & Chris Waltzek - January 28, 2016.

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Summary

  • Chris welcomes back to the show, Marin Aleksov, CEO of Rosland Capital.
  • Our guest says the recent market volatility, domestically as well as in Asia, which could lead to a 2008 style market crisis, halting the FOMC rate hikes.
  • In addition, the collapse would increase appeal of safe haven assets such as precious metals.
  • Marin Aleksov is primarily concerned with the return of his wealth and less so with the return, on his portfolio.
  • Our guest advocates a gold allocation of 20%-30% per investment portfolio.
  • Investors may be placing too big an emphasis on near-term performance.
  • Gold is still higher by over 25% since 2008.
  • With gold priced at bargain levels, the risk / reward is enticing.
  • Millions of investors worldwide are seizing the opportunity to increase exposure with limited downside.

Chris welcomes back to the show, Marin Aleksov, CEO of Rosland Capital, who says the recent market volatility, domestically as well as in Asia and Europe could lead to a 2008 style market crisis, halting the FOMC rate hikes, while increasing the appeal of safe haven assets such as precious metals. Marin Aleksov is primarily concerned with the return of his wealth and less so with the return, on his portfolio; our guest advocates a gold allocation of 20%-30% per investment portfolio. Investors may be placing too big an emphasis on near-term performance. Nevertheless, gold is still higher by over 25% since 2008. With gold priced at bargain levels, the risk / reward is enticing; millions of investors worldwide are seizing the opportunity to increase exposure with limited downside.

 

 

Robert Kiyosaki & Chris Waltzek - January 27, 2016.

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Summary

  • Chris welcomes Robert Kiyoaski, America's 'Rich Dad' back to the show, author of Second Chance: for Your Money, Your Life and Our World (2015).
  • The Rich Dad book series author expects the US share slide to continue in earnest.
  • He's convinced that the yellow metal has completed the bear market, which is why he's directing funds to the gold safe haven.
  • Investors are advised to ignore the dollar price of gold and silver and focus instead on the number of ounces in their stockpile.
  • "The biggest risk is not owning it (gold)."
  • He's watching the price of oil closely.
  • He leaves the listening audience with a warning - an epic financial crisis is imminent, much worse than 1929, 2001 or 2008.
Chris welcomes Robert Kiyoaski, America's 'Rich Dad' back to the show, author of the Bestseller, Second Chance: for Your Money, Your Life and Our World (2015) a book for every investor level with graphs to help readers gain much more than the price of the book. The Rich Dad book series author expects the US share slide to continue in earnest. He's convinced that the yellow metal has completed the bear market, which is why he's directing funds to the gold safe haven. Investors are advised to ignore the dollar price of gold and silver and focus instead on the number of ounces in their stockpile: "The biggest risk is not owning it (gold)." He's watching the price of oil closely - if the price plunge continues, key BRICS nations may start to prepare for a major global conflict - another reason to hold safe haven investments. He leaves the listening audience with a warning - an epic financial crisis is looming, much worse than 1929, 2001 or 2008, as outlined in his latest must read book, Second Chance.

 

Amir Adnani & Chris Waltzek - January 22, 2016.

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Summary

  • CEO of Brazil Resources (BRI.V), Amir Adnani makes his show debut - Mr. Adnani has a reputation for moving projects rapidly into production.
  • Fortune magazine lists Mr. Adnani in the prestigious ranks of “40 Under 40, Ones to Watch” North American executives.
  • A top investment fund owns 17% of BRI shares - legendary precious metals investor, Rick Rule of Sprott Asset Management.
  • Mr. Adnani has partnered with Mario Garnero of Brazilinvest, the top merchant bank and financial partner in Brazil.
  • His success strategy involves a two prong approach: identifying exceptional partners and employees as well as acquiring discounted properties.
  • As a BRICS nation, Brazil is the eighth largest economy in the world where officials have nurtured and fostered a mining friendly reputation, including a reasonable gold royalty rate of 1% (The World Bank, 2015).
  • The Sao Jorge project is 100% owned, includes paved highway access, a nearby workforce, and a hydroelectric power source.
  • The Cachoeira project benefits from a solid infrastructure and convenient highway access.
  • Brazil Resources has a uranium ore property in Alaska - the Whistler project has the unique benefit of $10 million in previous exploration by major firms in the industry, providing a treasure map left by earlier exploration.

CEO of Brazil Resources (BRI.V), Amir Adnani makes his show debut - Mr. Adnani has a reputation for moving projects rapidly into production. Fortune magazine lists Mr. Adnani in the prestigious ranks of “40 Under 40, Ones to Watch” North American executives. One top investment fund owns 17% of BRI shares - legendary precious metals investor, Rick Rule of Sprott Asset Management. Mr. Adnani has partnered with Mario Garnero of Brazilinvest, the top merchant bank and financial partner in Brazil. His success strategy involves a two prong approach: identifying exceptional partners and employees as well as acquiring discounted properties. As a BRICS nation, Brazil is the eighth largest economy in the world where officials have nurtured and fostered a mining friendly reputation, including a reasonable gold royalty rate of 1% (The World Bank, 2015). Two key mines are located in northern Brazil, the Sao Jorge project and the Cachoeira project. The Sao Jorge project is 100% owned, includes paved highway access, a nearby workforce, and a hydroelectric power source. In addition:
• The property is located near major gold deposits,
• Is in the proximity of an operational mine,
• Government incentives include a 75% reduction in income tax during the first ten years of the project.

The second project, Cachoeira benefits from a solid infrastructure and close a nearby highway, three deposits with near surface mineralization, previously examined and consolidated by major producers: Kinross and Luna Gold Corp. Brazil Resources has a uranium ore property in Alaska - the Whistler project has the unique benefit of $10 million in previous exploration by major firms in the industry, providing a treasure map left by earlier explorers. In addition, the geological strata share similarities with key uranium discoveries.

 

Nick Barisheff & Chris Waltzek - January 20, 2016.

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Summary

  • Nick Barisheff of Bullion Management Group (BMG), notes the Tobin Q ratio and the Shiller index indicate a high probability of a 50% stock market correction.

  • The scenario presents an interesting contrarian opportunity for inventors to exchange overvalued stocks for undervalued gold.

  • He compares the current PMs correction to the late 1970's, when gold ascended by 750%.

  • If the prediction unfolds in similar fashion a gold price of approximately $8,000 - 10,000 could unfold.

  • Our guest makes the startling revelation that gold performs best during periods of economic deflation.

  • A key study spanning 300 years of financial data revealed that gold soars in purchasing power relative to most alternatives amid monetary contractions.

  • Our guest chiefly recommends bullion PMs, which provide the best safe haven characteristics in a world awash in paper assets.

Chris welcomes Nick Barisheff, Chairman of Bullion Management Group (BMG);
he cites the Tobin Q ratio and the Shiller index, which indicate an impending equities market correction of up to 50%. The scenario presents an interesting contrarian opportunity for inventors to exchange overvalued stocks for undervalued, gold. He compares the current PMs correction to the late 1970's, when gold ascended by 750%. If the prediction unfolds in similar fashion, a gold price of approximately $8,000 - 10,000 is possible. Our guest makes the startling revelation that gold performs best during periods of economic deflation when compared to inflation. A key study spanning 300 years of financial data revealed how gold soars in purchasing power relative to virtually every alternative. So analysts have unwittingly ignored one of the most appealing safe haven characteristics of the yellow metal. Our guest chiefly recommends PMs bullion, which offers the best safe haven characteristics in a world awash in paper assets.

Figure 1.1. Nick Barisheff - Empire Club 2015 - Sell High, Buy Low

 

Professor Burton Malkiel & Chris Waltzek - January 15, 2016.

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Summary

  • Dr. Burton Malkiel, Professor from Princeton University returns to the show to discus the 11th edition of his magnum opus, A Random Walk Down Wall Street.
  • His outlook for 2016 is somber - equities and most asset classes seem overvalued.
  • The CAPE P/E ratio, currently near 23 in the US, which indicates US shares are overpriced relative to global shares, on a historical basis.
  • When valuations are extended, diversification is most necessary, buffering the impact of increased volatility.
  • Although the professor agrees with the host that 2016 will be a year of Fed rate hikes, tame economic conditions will likely hold policymakers in check.
  • The idea of market unpredictability is comparable to quantum mechanics, where Einstein could not accept quantum theory.
  • Instead of predicting price outcomes, probability theory facilitates enhanced portfolio return.
  • Even the Oracle of Omaha, Warren Buffett has publicly denounced active investing, instructing his heirs to engage in passive index investing.
  • The professor offers his favorite index fund with a low expense ratio, the ETF: (VTI), with a remarkable expense ratio of 1/20th of one percent, 0.0005%.
  • Using such low expense ETFs, the typical individual investor can easily outperform virtually all top money managers and hedge funds.
  • Adding bonds to stock index funds is advisable.

Dr. Burton Malkiel, Professor Emeritus in Economics from Princeton University returns to the show to discus the 11th edition to his magnum opus, A Random Walk Down Wall Street. His market outlook for 2016 is somber - equities and most asset classes seem overvalued given the CAPE P/E ratio currently near 25 in the US. US shares are overpriced relative to global shares, on a historical basis. Nevertheless, when valuations are extended, diversification is most necessary, buffering the impact of increased volatility. In addition, economic conditions are currently more stable than noted by most in the extreme blogosphere - he sees no collapse on the horizon. Although the professor agrees with the host that 2016 will be a year of Fed rate hikes, tame economic conditions will likely hold policymakers in check, limiting the extent of their operations. The idea of market unpredictability is comparable to quantum mechanics, as Einstein could not accept quantum theory, his colleagues embraced the idea, creating a vibrant new field, which culminated in the Silicon Valley revolution, computing and the internet . In similar fashion, instead of predicting price outcomes, probability theory facilitates enhanced portfolio return. Even the Oracle of Omaha, Warren Buffett has publicly denounced active investing, instructing his heirs to engage in passive index investing. The professor offers his favorite index fund with a low expense ratio, the ETF: (VTI), with a remarkable expense ratio of 1/20th of one percent, 0.0005%. Using such low expense ETFs, the typical individual-investor can easily outperform virtually all top money managers and hedge funds. Adding bonds to stock index funds is advisable.

 

Dr. Marc Faber & Chris Waltzek - January 14, 2016.

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Summary

  • Chris welcomes back Dr. Marc Faber, a widely respected economist and editor of the GloomBoomDoom report.
  • Our guest expects the Fed to backpedal with the new rate hike policy, with the announcement of a new wave of monetary expansion this year, QE 4.
  • Policymakers are pushing on a string - monetary expansion is far less affective with each installment.
  • Although the equities indexes are being buoyed by a few key shares, the majority of stocks are in bear market territory.
  • Dr. Faber questions the veracity of official US economic figures, noting a high likelihood of a recession in early 2016 despite official indications to the contrary.
  • After years of stagnation, gold shares are outperforming most sectors, as their relative value encourages wise investors to allocate funds into the XAU.
  • Dr. Faber recently added to his gold position, using weakness as an opportunity to procure sound money at a discount.
  • The storage cost for physical gold bullion is low making the yellow metal an ideal asset to outperform other commodities amid a 2016 rebound rally.

Chris welcomes back Dr. Marc Faber, a widely respected economist and editor of the GloomBoomDoom report. Our guest expects the Fed to backpedal with the new rate hike policy, with the announcement of a new wave of monetary expansion this year, QE 4. Policymakers are pushing on a string - monetary expansion is far less affective with each installment. Although the equities indexes are being buoyed by a few key shares, the majority of stocks are in bear market territory. Dr. Faber questions the veracity of official US economic figures, noting a high likelihood of a recession in early 2016 despite official indications to the contrary. After years of stagnation, gold shares are outperforming most sectors, as their relative value encourages wise investors to allocate funds into the XAU. Dr. Faber recently added to his gold position, using weakness as an opportunity to procure sound money at a discount. The storage cost for physical gold bullion is low making the yellow metal an ideal asset to outperform other commodities amid a 2016 rebound rally.

 

Peter Schiff & Chris Waltzek - January 7, 2016.

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Summary

  • Chairman of SchiffGold.com, Peter Schiff returns to the show with dire warnings of a looming currency crisis.
  • His work indicates that eventually, momentum will return to the gold market, making $100+ days commonplace culminating $5,000 gold.
  • The multi-year bull market in stocks may be viewed in retrospect as a Fed fomented bubble, which crushes million of retirement portfolios.
  • Artificially low rates inspired large corporations to repurchase their shares via cheap debt, which can only end badly for investors.
  • Although US retail sales are solid, better leading economic indicators like the Dallas Manufacturing Index and the US Weekly Leading Index are rolling over (Figures 1.1. & 1.2.).
  • The dollar was on the verge of collapse during the credit crisis, but was saved by the bailout.
  • The next decline will require the formation of an entirely new currency.

Chairman of SchiffGold.com, Peter Schiff returns to the show with dire warnings of a looming currency crisis, that could make the previous "Great Recession" seem tame in comparison. The multi-year bull market in stocks may be viewed in retrospect as a Fed fomented bubble, which crushes million of retirement portfolios. Artificially low rates inspired large corporations to repurchase their shares via cheap debt, which can only end badly for investors. Although US retail sales are solid, better leading economic indicators like the Dallas Manufacturing Index and the US Weekly Leading Index are rolling over (Figures 1.1. & 1.2.). The dollar was on the verge of collapse during the credit crisis, but was saved by the bailout - our guest is convinced that the next decline will require the formation of an entirely new currency. His work indicates that eventually, momentum will return to the gold market, making $100+ days commonplace culminating $5,000 gold.

 

Figure 1.1. Dallas Manufacturing Index (Leading Economic Indicator)

Figure 1.2. Leading Weekly Index (Leading Economic Indicator)

Note: Data / graphs courtesy of ycharts.com.

 

 

Jim Rogers & Chris Waltzek - January 6, 2016.

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Summary

  • Chris welcomes back Jim Rogers from his Singapore office, who says a financial crisis is imminent.
  • His largest currency position remains the US dollar, which will likely rally into a bubble which eventually implodes in spectacular fashion.
  • Although not a safe haven, the US dollar seems impervious relative to most global currencies, for the moment.
  • He continues to monitor the gold market for signs of capitulation, to add to his stockpile.
  • Russian and Chinese firms present appealing investment opportunities.
  • Jim Rogers holds short positions in US shares, in anticipation of further volatility on the heels of the Fed rate hikes.
  • The zinc market is off over 90%, making ETF shares (ZINC) a potential turn around candidate in the coming weeks / months / years.

Chris welcomes back Jim Rogers from his Singapore office, who says a financial crisis is imminent. His largest currency position remains the US dollar, which will likely rally into a bubble which eventually implodes in spectacular fashion. Although not a safe haven, the US dollar seems impervious relative to most global currencies, for the moment. He continues to monitor the gold market for signs of capitulation, to add to his stockpile. Russian and Chinese firms present appealing investment opportunities. Jim Rogers holds short positions in US shares, in anticipation of further volatility on the heels of the Fed rate hikes and more hikes expected in the new year. If a meaningful correction does not come to pass and shares blast to new records perhaps doubling from current levels as top analysts have forecasted, the final economic endgame could follow, leading to a crisis of epic proportions. The guest takes interest in a contrarian investment - the zinc market is off over 90%, making ETF shares (ZINC) a potential turn around candidate in the coming weeks / months / years.

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