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Interview Nuggets

with Financial Industry Pros

Sponsor: Founder - Peter Spina

Host - Chris Waltzek


NUGGETS ARCHIVE

2018b 2018a 2018 2017b 2017a 2017 2016c

2016b 2016a 2015c 2015b 2015a 2014 2007-2013


Bill Murphy & Chris Waltzek PhD - September 4th, 2018.

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Highlights

  • Bill Murphy of GATA.org expects the global monetary crises to converge leading to explosive gains in the PMs sector.
  • According to GATA.org, the gold cartel continues to raid the PMs sector as sending the gold / silver ratio to 85, making silver an irresistible value.
  • The host expects the Fed to complete the FFF rate hike cycle by mid-2019, with no more than 2 rate increases next year.
  • As a result, inflationary forces could exert downward pressure on the US Greenback to the benefit of PMs investors.
  • Against the backdrop of 1 million percent inflation in Venezuela, neighbor nation Argentina is now bracing for 60% interest rates.
  • The tumbling Argentine Peso mirrors the nearly defunct, Bolivar.
  • Venezuelan President, Nicholas Maduro and first Lady Celia Flores promoted a gold backed certificate, to help citizens cope with runaway inflation.

Bill Murphy of GATA.org expects the global monetary crises to converge leading to explosive gains in the PMs sector. According to GATA.org, the gold cartel continues to raid the PMs sector as sending the gold / silver ratio to 85, making silver a nearly irresistible long-term value. In addition, the host expects the Fed to complete the FFF rate hike cycle by mid-2019, with no more than 2 rate increases next year, setting the stage for inflationary forces to exert downward pressure on the US Greenback to the benefit of PMs investors. Against the backdrop of 1 million percent inflation in Venezuela, neighbor nation Argentina is now bracing for 60% interest rates as the Peso tumbles mirroring the nearly defunct, Bolivar. In related news, Venezuelan President, Nicholas Maduro and first Lady Celia Flores promoted a gold backed certificate, to help citizens cope with runaway inflation.


Nick Barisheff & Chris Waltzek PhD - August 30th, 2018.

*Mp3 file.

 

Summary

  • Nick Barisheff of Bullion Management Group (BMG) and author of $10,000 Gold: Why Gold's Inevitable Rise Is the Investor's Safe Haven (2013), returns.
  • Venezuela, Argentina, Brazil, Iran, South Africa and Turkey could become the norm throughout the global financial world.
  • Eventually the financial plague will infect the entire $300 trillion in global stocks / bonds markets and impact even North America.
  • Margin debt is 50% higher than just before the 2008 Great Recession that could result in sudden / violent and catastrophic market losses / financial chaos.
  • With only $1.8 trillion of investment grade gold available, a global currency crisis is inevitable.
  • If only 5% of the $300 trillion in paper assets is directed to gold, $15 trillion could flood the tiny $1.8 trillion PMs sector resulting in $10,000+ gold.
  • Several BRICS nations are inoculating their currencies from the systemic financial infection.
  • China and Russia continue to stockpile PMs including silver in Moscow, in preparation for a global currency pandemic.
  • Our guest cites research suggesting peak gold is occurring just when supply is most needed.
  • Even an enormous new find would require decades to positively impact supply levels.
  • Once panic grips the financial markets the 5% gold allocation could exceed 10-20% or higher sending the yellow metal price north of $30,000 per ounce.
  • One candidate for an alternative reserve currency is the Yuan that is convertible to gold, better facilitating crude oil / commerce transactions.
  • BMG has identified a triple bubble in stocks / bonds / residential housing, where current share valuations mirror those of the 1929 peak.
  • The risk of missing further gains in US equities pales in comparison with the potential risk of loss.
  • Nick Barisheff questions how markets will respond amid bear market conditions, given the less than robust activity during the current bull market.
  • The World Gold Council announced that gold production has peaked.
  • Mines can no longer produce enough output to increase the supply, but only add to dwindling stockpiles.
  • Potential gains in the comparably small $1 trillion PMs market could startle even the most ardent gold aficionado as investors, institutions, pension funds, hedge funds and even governments seek safe-haven assets.

Nick Barisheff of Bullion Management Group (BMG) and author of $10,000 Gold: Why Gold's Inevitable Rise Is the Investor's Safe Haven (2013), returns with positive comments on the precious metals sector. As the proverbial canaries in the coal mine go silent, e.g., Venezuela, Argentina, Brazil, Iran, South Africa and Turkey to name a few, eventually the financial plague will infect the entire $300 trillion in global stocks / bonds markets and impact even North America. Complicating matters, stock market related margin debt is 50% higher than just before the 2008 Great Recession and related financial implosions that could result in sudden / violent and catastrophic market losses / financial chaos. However, only $1.8 trillion of investment grade gold, a global currency crisis is inevitable. If only 5% of the $300 trillion in paper assets is directed to gold $15 trillion could flood the tiny $1.8 trillion PMs sector to $10,000+ gold. Several BRICS nations are inoculating their currencies from the systemic financial infection - China and Russia continue to stockpile PMs including silver in Moscow, in preparation for a global currency pandemic. Our guest finds research suggesting peak gold is occurring just when supply is most needed; even an enormous new find would require decades to positively impact supply levels. However, once panic grips the financial markets the 5% gold allocation could exceed 10-20% or higher (to have the least risky investment portfolio), sending the yellow metal price north of $30,000 to as high as $100,000 per ounce. One candidate for an alternative reserve currency is the Yuan that is convertible to gold, better facilitating crude oil / commerce transactions. Our guest has identified a triple bubble in stocks / bonds / residential housing, where current share valuations mirror those of the 1929 peak and the current threat is perhaps more ominous. Moreover, the risk of missing further gains in US equities pales in comparison with the potential risk of loss. Nick Barisheff questions how markets will respond amid bear market conditions, given the less than robust activity during the current bull market. In addition, the World Gold Council announced that gold production has peaked - mines can no longer produce enough output to increase the supply, but only add to dwindling stockpiles. Given the $260 trillion in global financial assets and that institutions own less than half a percent of PMs, investors less than 1 percent, potential gains in the comparably small $1 trillion PMs market could startle even the most ardent gold aficionado as investors, institutions, pension funds, hedge funds and even governments seek safe-haven assets.


Peter Grandich & Chris Waltzek PhD - August 29th, 2018.

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Mp3 format.

Highlights

  • Peter Grandich of Peter Grandich and Company and Pete Speaks says he's pushed all his investment portfolio chips into the PMs.
  • Our guest views panic related capitulation-selling as an opportunity to procure the metals at fire sale prices.
  • Caution is advisable when overweighting any single investment class as the asset diversification remains the perennial "free lunch" investment strategy.
  • The duo review harsh comments from the current Administration directed at the new Federal Reserve Chairman, Jerome Powell.
  • Officials warn the multi-year rate hike theme could undermine current efforts to boost US exports.
  • A stronger dollar reduces the relative price advantage of US goods shipped off shore.
  • The head of the Central Bank of Russia, Dimity Tullin noted gold is the only guarantee against "legal and political risks."
  • The CBR added the most gold bullion to the national stockpile in a year, front-running potential tariffs / taxes on the precious metal.
  • Top analyst Jim Rickards applauded Vladimir Putin's decision to add discounted gold to the national coffers.
  • Peter Grandich agrees that gold remains a viable investment, "Buy a little gold as insurance and hope it doesn't go up in price," to protect your nest egg from inevitable market volatility.
Peter Grandich of Peter Grandich and Company and Pete Speaks says he's pushed all his investment portfolio chips into the PMs, using panic related, capitulation selling as an opportunity to procure the metals at fire sale prices. While Goldseek.com Radio applaud his chutzpah, caution is advisable when overweighting any single investment class as the asset diversification remains the perennial "free lunch" and a most effective investment strategy. The duo review harsh comments from the current Administration directed at the new Federal Reserve Chairman, Jerome Powell, in particular that the multi-year rate hike theme could undermine current efforts to boost US exports, as a stronger dollar reduces the relative price advantage of US goods shipped off shore. Meanwhile, the head of the Central Bank of Russia, Dimity Tullin noted gold is the only guarantee against "legal and political risks," after adding the most gold bullion to the national stockpile in a year, front-running potential tariffs / taxes on the precious metal, better positioning the nation for inevitable global inflation (Top analyst Jim Rickards applauded Vladimir Putin's decision). Peter Grandich agrees that gold remains a viable investment, "Buy a little gold as insurance and hope it doesn't go up in price," to protect your nest egg from inevitable market volatility.

President Chris Blasi - Neptune Global & Chris Waltzek PhD - August 23rd, 2018.

** * Mp3 file.

Highlights

  • Chris Blasi, President of Neptune Global LLC outlines his gold and Bitcoin market outlook for 2018. Precious metals investors could be rewarded this Autumn.
  • By this September an uncertain domestic political landscape could put the US dollar under pressure to the benefit of safe haven assets.
  • The bullish narrative for platinum and palladium is just as compelling, given supply constraints, leading to delayed delivery of physical metal in many cases.
  • Neptune Global suggests that investors include the full spectrum of precious metals, including platinum, palladium, silver and gold.
  • Regarding the cryptocurrency / blockchain phenomenon, our guest / host concur that the cryptocurrency markets must not be confused with the blockchain.
  • Just as Pets.com collapsed while the internet thrived, so too will the blockchain grow into a viable / ubiquitous backbone, completing an Internet 2.0.
  • The excess of the 20x Bitcoin rally of 2017 could continue to unwind in similar fashion as the year 2000 dot.com peak in US equities.
  • Given that the crypto-sector is still in the early adopter, nascent stage, the lack of track-record and volatility decreases the accuracy of forecasting methods.
  • Crypto adherents should take heart that the encryption theme will continue to usher in a decentralized, transparent revolution, central to success in the modern business environment of the next decade.

Chris Blasi, President of Neptune Global LLC outlines his gold and Bitcoin market outlook for 2018. Precious metals investors could have their patience rewarded in the next few months beginning with September amid an uncertain domestic political landscape that could put the US dollar under pressure to the benefit of safe haven assets. The bullish narrative for platinum and palladium is just as compelling, given supply constraints, leading to delayed delivery of physical metal in many cases. Neptune Global suggests that investors include the full spectrum of precious metals when making portfolio decisions, including platinum, palladium, silver and gold. Turning to the cryptocurrency / blockchain phenomenon, our guest / host concur that the cryptocurrency markets must not be confused with the blockchain; just as Pets.com collapsed while the internet thrived, so too will the blockchain grow into a viable / ubiquitous backbone, fulfilling the promise of an Internet 2.0. Still the excess of the 20x Bitcoin rally of 2017 could continue to unwind in similar fashion as the year 2000 dot.com peak in US equities. However, given that the crypto-sector is still in the early adopter, nascent stage, the lack of track-record and volatility decreases the accuracy of many forecasting methods. Crypto adherents should take heart that the encryption theme will continue to usher in a decentralized, transparent revolution, central to success in the modern business environment of the next decade.


Bob Hoye & Chris Waltzek PhD - August 22nd, 2018.

* Mp3 download.

 

Highlights

  • Bob Hoye of Institutional Advisors makes the case for gold rally following the sharp dollar selloff in the wake of the anti-rate-hike comments.
  • Safe haven assets posted gains following comments from Washington on the negative impact on US exports due in part to the Fed rate hike cycle.
  • The host notes that the strong dollar improves the relative appeal of dividend paying US equities, via quarterly payouts in the reserve currency.
  • Financial history is replete with instances climbing interest rates during an economic boom period.
  • Fed policymakers will likely follow rates higher, increasing the overnight lending rate until the trend halts, followed by a rate cutting cycle.
  • US equities remain the decade long, market du jour, despite extremely overextended valuations.
  • The current S&P P/E = 23.80 is well beyond the traditional P/E = 15.
  • Until US shares indexes top out (75% of US shares closing day price behavior mirrors the S&P 500 index) the bear trap will continue.
  • Key market insiders like Tom Lee and Mike Novagratz agree while Bitcoin and related tokens could fall markedly in price from current levels.
  • The potential value appreciation could eclipse even the most bullish of forecasts.
  • Lee goes-all-in, over the top pushing all the chips into the pot with his BTC prediction of $10 million due to purchases by Millennials.
  • Voracious institutional buying of cryptos over the next decade is anticipated as Wall Street seeks low beta / high alpha in the grassroots, mainstreet revolution.
  • The host advocates using the current weakness in cryptos as an opportunity to add a modicum of crypto assets, 1%-5% to a core gold position in every investment portfolio.

Bob Hoye of Institutional Advisors makes the case for gold rally following the sharp dollar selloff in the wake of the anti-rate-hike comments from the current US Administration. Safe haven assets posted gains following comments from Washington on the negative impact on US exports due in part to the Fed rate hike cycle that includes 7 recent rate increases since 2015, two more expected in 2018 as well as 2019. However, the host notes that the strong dollar improves the relative appeal of dividend paying US equities, as investors are rewarded with quarterly payouts in the reserve currency. Financial history reveals that interest rates tend to climb during an economic boom period - Fed policymakers will likely follow rates higher, increasing the overnight lending rate until the trend halts, followed by a rate cutting cycle. Meanwhile, US equities remain the decade long, market du jour, despite extremely overextended valuations with the S&P P/E = 23.80, well beyond the traditional P/E = 15. Until US shares indexes cease topping new highs / new lows (75% of US shares closing day price behavior mirrors the S&P 500 index) the bear trap will continue to catch the uninitiated off guard. Turning to the cryptocurrency domain, top market insiders like Tom Lee and Mike Novagratz agree while Bitcoin and related tokens could fall markedly in price from current levels, the potential value appreciation could eclipse even the most bullish of forecasts. Lee goes-all-in, over the top pushing all the chips into the pot with his BTC prediction of $10 million due to purchases by Millennials, the largest demographic group and 96 million strong. In addition, voracious institutional buying of cryptos over the next decade as Wall Street seeks low beta / high alpha in the grassroots, mainstreet revolution will catapult prices further into the stratosphere (figure 1.1.). The host advocates using the current weakness in cryptos as an opportunity to add a modicum of crypto assets, 1%-5% to a core gold position in every investment portfolio.

Figure 1.1. Tom Lee - $10 Million Bitcoin in A Decade Due to 96 Million Millennials.

Note. Video provided courtesy of Youtube.com.


Peter Hug & Chris Waltzek PhD - August 18th, 2018.

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Highlights

  • Peter Hug, Director of the Kitco Precious Metals Division, makes his show debut. Negativity in the retail market for gold / silver has reached such epic levels that from a contrarian vantage point, a price floor could soon materialize.
  • Our guest outlines a highly effective / unique investment portfolio balancing technique that has enabled his clients to oftentimes outperform the indexes. Many investors have reaped handsome rewards form the US equities rally, making stocks overweighted asset class.
  • Peter Hug suggests booking enough stock profits to maintain at least a 10% balance in the PMs, which represent a relative bargain.
  • Once gold and silver eclipse the former peak, at that point the 10% portfolio component will be closer to 20% and a new rebalancing is advisable.
  • The guest / host concur that runaway inflation is inevitable, making the PMs essential components of every financial security net.
  • However, the timing of hyperinflationary episodes is notoriously uncertain, only exacerbated by unique / convoluted quantitative easing operations.
  • The purchasing power of the typical household continues to slide as the inevitable advance of inflation forces erode the wealth of middle / working class. The tipping point in the chaotic economic-system may occur once Fed policymakers slow / halt rate increases as early as 2019.
  • The net affect is setting the launch pad for PMs price advances. Elsewhere, alternative precious metals are reviewed, including Rhodium, a scarce metal used primarily in auto production.
  • Rhodium could experience a price squeeze from $4,000 to perhaps $5,000, similar to the 5x advance in Ruthenium.
  • Our guest views the risk of $500 M in US tariffs (taxes) on imports from China as a potential threat to the robust domestic economic growth.
Peter Hug, Director of the Kitco Precious Metals Division, makes his show debut. Negativity in the retail market for gold / silver has reached such epic levels that from a contrarian vantage point, a price floor could soon materialize. Our guest outlines a highly effective / unique investment portfolio balancing technique that has enabled his clients to oftentimes outperform the indexes. Case in point, many investors have reaped handsome rewards form the US equities rally, making stocks overweighted asset class - Peter Hug suggests booking enough profits to maintain at least a 10% balance in the PMs, which represent a relative bargain. Once gold and silver eclipse the former peak, at that point the 10% portfolio component will be closer to 20% and a new rebalancing is advisable. Although the recent domestic 4.2% GDP and record unemployment figures suggest robust economic conditions, Given the unfolding hyperinflation in Venezuela combined with the profligate money spending domestically and through the key economies, the guest / host concur that runaway inflation is inevitable, making the PMs essential components of every financial security net. However, the timing of hyperinflationary episodes is notoriously uncertain, only exacerbated by unique / convoluted quantitative easing operations and overnight lending rate schemes. Nonetheless, the purchasing power of the typical household continues to slide as the inevitable advance of inflation forces erode the formerly rock solid bedrock of middle / working class neighborhoods. The tipping point in the chaotic economic-system may occur once Fed policymakers slow / halt rate increases as early as 2019, just as EU economic ministers and their central banking colleagues in developed nations curtail QE operations and ramp up rates. The net affect is setting the launch pad for PMs price advances. Elsewhere, alternative precious metals are reviewed, including Rhodium, a scarce metal used primarily in auto production, that could experience a price squeeze from $4,000 to perhaps $5,000, similar to the 5x advance in Ruthenium. Our guest views the risk of $500 M in US tariffs (taxes) on imports from China as a potential threat to the robust domestic economic growth.

Bill Murphy & Chris Waltzek PhD - August 10th, 2018.

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Highlights

  • Bill Murphy of GATA.org notes precious metals investors will ultimately be rewarded for their patience amid the typically slow "Summer Doldrums."
  • Gold prices tends to perk up as the holidays approach, including Christmas, Hanukkah, Diwali in India and China's New Year festivities.
  • Fed officials' actions speak volumes - following 7 recent rate hikes since 2015 and two more to go in 2018.
  • By pressing the economic brakes, the plan is to stem runaway inflation.
  • The EU economic ministers and many major competitors seek to halt QE operations and begin raising rates, putting the US dollar under pressure.
  • Signs of inflation are already appearing in the commodities sector vis-à-vis WTIC oil and the CRB indexes, both near multi-year record prices.
  • In Caracas Venezuela, a dozen eggs costs nearly $3,000,000 Bolivars amid 1 million percent inflation.
  • Just a year ago, the same dozen eggs required only $3 Bolivars, a petrie dish example of hyperinflation south of the border, but still less than Zimbabwe.
  • In response to threats from Washington regarding tariffs on all $500 billion in China's US imports, officials could use the so called "Nuclear Option."
  • While US policymakers play tough using dollar hegemony to level the field in global trade, tariffs sharply increase prices for the working / middle classes.
  • Key takeaway point - if homeowners knew when the lightning bolt / flood / earthquake or fire would hit, there'd be no need for insurance premiums; in similar fashion, investors are advised to procure portfolio insurance, i.e., gold / silver while still at discounted prices.

Bill Murphy of GATA.org notes precious metals investors will ultimately be rewarded for their patience amid the typically slow "Summer Doldrums," as the sector gains momentum ahead of the more favorable holiday season. Gold prices tends to perk up as the holidays approach, including Christmas, Chanukah, Diwali in India and China's New Year festivities. Meanwhile, official inflation numbers may be understated. Fed officials' actions speak volumes - following 7 recent rate hikes since 2015 and two more to go in 2018, and overheating economy and inflation are clearly chief concerns. By pressing the economic brakes, the plan is to stem runaway inflation. However, the EU economic ministers and many major competitors seek to halt QE operations and begin raising rates, which could put the US dollar under pressure as soon as 2019, increasing demand for safe haven assets. Signs of inflation are already appearing in the commodities sector vis-à-vis WTIC oil and the CRB indexes, both near multi-year record prices. Case in point, in Caracas Venezuela, a dozen eggs costs nearly $3,000,000 Bolivars amid 1 million percent inflation - just a year ago, the same dozen eggs required only $3 Bolivars, a petrie dish example of hyperinflation south of the border, but still less than the $100 Trillion Zimbabwe note. Elsewhere, the PBoC is holding $3 Trillion in US Debt. In response to threats from Washington regarding tariffs on all $500 billion in China's US imports, Ambrose Evens-Pritchard suspects officials could use the so called "Nuclear Option," selling much of the debt on the market, sending US rates soaring in spectacular fashion. While US policymakers play tough using dollar hegemony to level the field in global trade, a risky game of pickle as tariffs sharply increase prices for the working / middle classes that are already strapped via lagging wages and soaring costs. Key takeaway point - if homeowners knew when the lightning bolt / flood / earthquake or fire would hit, there'd be no need for insurance premiums; in similar fashion, investors are advised to procure portfolio insurance, i.e., gold / silver while still at discounted prices.

Figure 1.1. Venezuelan Hyperinflation - 1 Million Percent

Note. Video provided courtesy of Youtube.com.


Wolf Richter & Chris Waltzek PhD - August 9th, 2018.

* Mp3 file.

Note: Image courtesy of RT. -7

Highlights

  • Wolf Richter, founder of WolfStreet.com holds silver in his investment portfolio and advises investors to buy and hold PMs in anticipation of the next uptrend.
  • The duo make cautionary comments on the harrowing California wildfires; the 3 county raging inferno is now the largest on record, a "National Disaster."
  • While some pundits have blamed lack of water as a key catalyst, local authorities note ample water supplies.
  • Arid conditions, foliage overgrowth and urban sprawl in remote, fire-prone forest regions are the most likely culprit.
  • Strong GDP numbers were released last week; the U.S. economy grew at 4.1%, however our guest notes that the figure is volatile.
  • Some analysts hold to the thesis that 2019 could witness a domestic recession as the flattening yield curve suggests inversion as soon as 2019.
  • Our guest sees sunnier economic prospects citing the robust domestic manufacturing / transportation / service / housing sectors.
  • Firms are accumulating raw goods and inputs ahead of proposed trade tariffs, making the trucking / transportation sectors remain extremely strong.
  • Wolf Richter thinks the strength could buoy national output, lowering the odds for an economic downturn for the time being.
  • Wolf Street includes a city-by-city review of the Case Shiller Housing Index, illustrating that the most frothy areas have significantly eclipsed 2006.
  • Housing Bubble 2.0 could be unfolding due in part to HUD and related agencies underwriting the bulk of mortgages (50%), with required downpayments as low as 3.5% to secure a loan, far under the traditional 20%.

Wolf Richter, founder of WolfStreet.com holds silver in his investment portfolio and advises investors to buy and hold PMs in anticipation of the next big uptrend. The duo make cautionary comments on the harrowing California wildfires; although the fire season has only just begun, the 3 county raging inferno is now the largest on record, a "National Disaster." While some pundits have blamed lack of water as a key catalyst, local authorities note ample water supplies; arid conditions, foliage overgrowth and urban sprawl in remote, fire-prone forest regions are the most likely culprit. Meanwhile, strong GDP numbers were released last week; the U.S. economy grew at 4.1%, however our guest notes that the figure is volatile and will likely revert to the mean over the next few quarters. While some analysts hold to the thesis that 2019 could witness a domestic recession as the flattening yield curve suggests inversion as soon as 2019, which nearly always precedes an economic slowdown by 6-12 months, our guest sees sunnier economic prospects. The domestic manufacturing / transportation / service / housing sectors remain so robust, Wolf Richter thinks the strength could buoy national output, lowering the odds for an economic downturn for the time being. Wolf Street includes a city-by-city review of the Case Shiller Housing Index, illustrating that the most frothy areas have significantly eclipsed the 2006 housing bubble. Nevertheless, Housing Bubble 2.0 could be unfolding due in part to HUD and related agencies underwriting the bulk of mortgages (50%), with required downpayments as low as 3.5% to secure a loan, far under the traditional 20%. As manufactures and suppliers scramble to accumulate raw goods and inputs ahead of proposed trade tariffs, the trucking / transportation sectors remain extremely strong, a favorite leading economic indicator at Wolf Street.

Figure 1.1. Mendocina Complex California Blaze - National Disaster

Note. Video provided courtesy of Youtube.com.


Arch Crawford & Chris Waltzek PhD - August 2nd, 2018.

* Thanks for supporting the show!

Mp3 File.

Highlights

  • Arch Crawford, head of Crawford Perspectives for 41 consecutive years, outlines his technical perspective on the global financial markets.
  • Regarding the gold market, our guest views $1,200 gold as solid support, which must hold if the bull trend is return with gusto.
  • Arch Crawford maintains that every investment portfolio should include a gold / silver safety net to guard against lost purchasing power and financial crises.
  • While the long-term uptrend remains intact in the US equities market, Arch is using near-term weakness as an opportunity to double up on his short position.
  • This "might be the top" of the market, according constellation analysis, a "disaster" of epic proportions could befall the financial markets.
  • Money flows continue to pour into US equities due in large part to recent Fed rate hikes, which make dollar denominated assets and higher rates competitive.
  • Early in 2017, Goldseek.com Radio and The Alpha Stocks Newsletter alerted patrons to the Bitcoin rally at around $900, holding firm until around $10,000.
  • Arch Crawford's newsletter noted the precise $20,000 Bitcoin peak in December.
  • He's watching for buying opportunities during pullbacks. Given that many analysts view Bitcoin as moving 5x's the typical market.
  • Once the bottom is firmly in place, the typically positive fall season could encourage bulls to push the BTC price above $10,000.
  • The Redding California blaze, tragically accounted for hundreds of lost homes, many lost lives and 40,000 evacuations.
  • The host contacted California authorities, suggesting that mandatory regulations include metal / concrete roof tiles to curb fire tragedies.
  • More than half of the hundreds of homes lost could be averted as the fire typically spreads from roof to roof.
  • By simply changing from highly flammable tar roofing to the suggested materials, insurance companies could offer rebates for safer tiling.
  • State / federal policies could be enacted to insure that every home receives the needed upgrade regardless of income level.
  • Much of future infernos could be avoided by slowing the advance of the blaze and gaining precious minutes for firefighters and aerial support ample time.
  • The host proposes another unique firefighting concept - local / state authorities could purchase heavy duty, yet lightweight, fire resistant mylar sheeting.
  • Sheet rolls could be distributed to every house in each neighborhood.
  • Authorities could issue a siren alert advisory that would instruct / train neighbors to collaborate by unrolling the sheets over each house, thereby averting much of the destruction, particularly in areas most remote from firestations, low water flow areas and high risk hotspots.

Arch Crawford, head of Crawford Perspectives for 41 consecutive years, outlines his technical perspective on the global financial markets. Regarding the gold market, our guest views $1,200 gold as solid support, which must hold if the bull trend is return with gusto. Given that all fiat currencies decline in value over time, Arch Crawford maintains that every investment portfolio should include a gold / silver safety net to guard against lost purchasing power and financial crises. While the long-term uptrend remains intact in the US equities market, Arch is using near-term weakness as an opportunity to double up on his short position. This "might be the top" of the market, according constellation analysis, a "disaster" of epic proportions could befall the financial markets on a global scale. However, money flows continue to pour into US equities due in large part to recent Fed rate hikes, which make dollar denominated assets and higher rates competitive relative to global alternatives (Armstrong, 2018). Early in 2017, Goldseek.com Radio and The Alpha Stocks Newsletter alerted patrons to the Bitcoin rally at around $900, holding firm until around $10,000, while Arch Crawford's newsletter noted the precise $20,000 Bitcoin peak in December 2017 - he's watching for buying opportunities during pullbacks. Given that many analysts view Bitcoin as moving 5x's the typical market, the 8 month bear market could be nearing an end; once the bottom is firmly in place, the typically positive fall season could encourage bulls to push the BTC price above $10,000. Shifting gears, The Redding California blaze, tragically accounted for hundreds of lost homes, many lost lives and 40,000 evacuations. The host contacted California State authorities, suggesting that mandatory regulations include metal / concrete roof tiles to slow these regular fire tragedies. More than half of the hundreds of homes lost could be averted as the fire typically spreads from roof to roof. By simply changing from highly flammable tar roofing to the suggested materials, insurance companies could offer rebates and state / federal policies could be enacted to insure that every home receives the needed upgrade regardless of income level. Much of future infernos could be avoided by slowing the advance of the blaze and gaining precious minutes for firefighters and aerial support time to arrive at the scene (figure 1.1.). The host proposes another unique firefighting concept - local / state authorities could purchase heavy duty, yet lightweight, fire resistant mylar sheeting, and distribute sheet rolls to every house in each neighborhood. Authorities could issue a siren alert advisory that would instruct / train neighbors to collaborate by unrolling the sheets over each house, thereby averting much of the destruction, particularly in areas most remote from firestations, low water flow areas and high risk hotspots.

Figure 1.1. Redding Northern California Blaze - National Disaster

Note. Video provided courtesy of Youtube.com.


Peter Eliades & Chris Waltzek PhD - August 1st, 2017.

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Mp3 format.

Highlights

  • Peter Eliades of Stockmarket Cycles, returns with technical insights on the financial markets.
  • His cycles work agrees with that of Arch Crawford, a significant stock market peak may be in place.
  • Rydex Bearish Funds indicate investors are the least bearish in twenty years, suggesting the herd is extremely ebullient, flashing an overbought signal.
  • Our guest notes it may be prudent for more active investors to consider placing protective sell stops below profitable equities positions.
  • The price declines could exceed the expectations of all but the most ardent bear.
  • The FOMC met today to determine the benchmark overnight lending rate – current FFF indicate 90% probability of a hike at the meeting slated for Sept.
  • The Dec. meeting shows strong prob. 63% of a second quarter point rate hike.
  • Domestic exports rose 9.3 percent, driven in part by increased soybean shipments due to the new trade policies.
  • One media source noted a soybean farmer in Pleasantville, Iowa where the soybean exports increased more than 50 percent in May from a year earlier as trade tensions led foreign buyers to stock up on American products.
Peter Eliades of Stockmarket Cycles, returns with technical insights on the financial markets. His cycles work agrees with that of Arch Crawford, a significant stock market peak may be in place. Rydex Bearish Funds indicate investors are the least bearish in twenty years, suggesting the herd is extremely ebullient, flashing an overbought signal. Our guest notes it may be prudent for more active investors to consider placing protective sell stops below profitable equities positions to guard against a potential price deluge. According to his analysis, the price declines could exceed the expectations of all but the most ardent bear. Elsewhere, the FOMC met today to determine the benchmark overnight lending rate – current FFF indicate 90% probability of a hike at the meeting slated for Sept. Plus the Dec. meeting shows strong prob. 63% of a second quarter point rate hike. In related news, domestic exports rose 9.3 percent, driven in part by increased soybean shipments due to the new trade policies. One media source noted a soybean farmer in Pleasantville, Iowa where the soybean exports increased more than 50 percent in May from a year earlier as trade tensions led foreign buyers to stock up on American products.

Louis Navellier & Chris Waltzek PhD - July 24, 2018.

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Mp3 format.

Highlights

  • Louis Navellier of Navellier & Associates sees the best corporate earnings in decades, a 24% increase in the 1st Qtr.
  • Gold and related shares deserve a place in every investment portfolio according to our guest, as the ideal panacea against government profligacy.
  • He finds little fault in the much maligned trade tariffs, agreeing with his friend and colleague Larry Kudlow's plan to undo protectionist policies.
  • Protectionist-trade must be rebalanced through careful negotiations with President Xi as well as other key trading partners.
  • The duo examine the Navellier Growth web page that highlights 73 stocks recently upgraded from a Hold to Buy rating.
  • Our guest shares several of his favorite stock candidates, including one of his holdings that added 18% gain just today.
  • Topping the list and his largest holding, the GPU chip maker Nvidia is also a favorite of the host due to remarkable Beta / Alpha statistics.
  • NVDA makes even the most lackluster investment portfolio look like a diamond by topping earnings expectations for nearly 3 consecutive years.
  • NVDA has record GPU demand stemming from processor-intensive applications, such as research projects, financial modeling, and weather forecasting.
  • (NVDA) is the top GPU mining company with the most cost competitive ZOTAC crypto mining capable GPUs, two of which ran on the studio workstation during the discussion.
  • (CXS) was increased from a hold to a buy, however, our guest prefers trucking firms such as Old Dominion and Knight.
  • Lockheed Martin (LMT) that continues to benefit from solid economic growth, global and military demand.
  • Invisalign (ALGN) has booming sales.
  • In the red hot energy sector, picks include EC-Petrol SA, (EC) an oil company as well as the refining company Valero (VLO).
  • The host finds the talk of Bitcoin stealing market share from gold dubious at best.
  • With less than 3% of global inhabitants owning any Bitcoin whatsoever, widespread adoption has not yet taken place and confidence is nascent.
  • On the contrary, Bitcoin / ETH and related tokens appear most closely correlated to the remarkable US Tech boom, as illustrated by the recent 7,400 NASDAQ.
  • The peak is about 50% above the year 2000 Dot.com bubble top.
  • Bitcoin and competing cryptos represent de facto safe haven money alternatives primarily in countries like Venezuela where inflation could top 1 million percent.
  • The discussion includes quantum computing, a potential threat to the cryptospace, where binary computing gives way to q-bit technology.
  • Via entanglement, q-bit based computers facilitate nearly infinite parallel processing, particularly useful for cracking private keys.
  • For instance, a brilliant quantum computer programmer with access to a $10 million machine, might crack Satoshi Nakamoto's 1 million Bitcoin wallet, winning an $8 billion prize.
  • In theory a brute force, quantum based cracking-algorithm could accomplish the task, though not condoned by the show host, guest or Goldseek.com.

Louis Navellier of Navellier & Associates sees the best corporate earnings in decades, a 24% increase in the 1st Qtr. while companies repurchase their shares from the market at a record clip, sending US equities into orbit. Gold and related shares deserve a place in every investment portfolio according to our guest, as the ideal panacea against government profligacy and unforeseen financial events. Louis Navellier finds little fault in the much maligned trade tariffs, agreeing with his friend and colleague Larry Kudlow that the plan to undo decades of unfriendly protectionist-trade must be rebalanced through careful negotiations with President Xi as well as other key trading partners. The duo examine the Navellier Growth web page that highlights 73 stocks recently upgraded from a Hold to Buy rating. Our guest shares several of his favorite stock candidates, including one of his holdings that added an 18% gain just today. Topping the list and his largest holding, the GPU chip maker Nvidia, also a favorite of the host due to remarkable Beta / Alpha statistics. NVDA makes even the most lackluster investment portfolio look like a Wall Street diamond by topping earnings expectations for nearly 3 consecutive years, benefiting from the big theme of record GPU demand stemming from processor intensive applications, such as research projects, financial modeling, weather forecasting and related statistical analyses. In addition, (NVDA) is the top GPU mining company with the most cost competitive ZOTAC crypto mining capable GPUs, two of which ran on the studio workstation during the interview. Another interesting stock, (CXS) was increased from a hold to a buy, however, our guest prefers trucking firms such as Old Dominion and Knight. In addition, (LMT) Lockheed Martin continues to benefit from solid economic growth, global demand and military demand. Our guest highlights Invisalign (ALGN) which straightens teeth with minimal expense; the company has recorded booming sales growth. Key picks in the red hot energy sector include EC-Petrol SA, (EC) an oil company as well as in the refining sector with Valero (VLO). The host finds the talk of Bitcoin stealing market share from gold dubious at best; with less than 3% of inhabitants in industrialized nations owning any Bitcoin whatsoever, widespread adoption has not yet taken place and confidence is only beginning to grow in Bitcoin as a digital gold alternative safe haven. On the contrary, Bitcoin / ETH and related tokens appear most closely correlated to the remarkable US Tech boom, as illustrated by the recent 7,400 NASDAQ record high, about 50% above the year 2000 Dot.com bubble top. One acception to the rule, in countries such as Venezuela where the President Maduro is bracing for 1 million percent inflation, i.e. total currency collapse, Bitcoin and competing cryptos represent de facto safe haven money alternatives. The discussion includes a potential future threat to the cryptospace, quantum computing, where legacy binary systems gives way to q-bit technology via entanglement, which facilitates nearly infinite parallel processing, particularly useful for cracking private keys. In theory, a brilliant quantum computer programmer with access to a $10 million machine, might crack Satoshi Nakamoto's 1 million Bitcoin wallet private key, via a brute force, P vs. NP algorithm, winning a prize worth $8 billion. This is presented merely for illustration purposes and is not condoned by the show host, guest or Goldseek.com.


Bob Hoye & Chris Waltzek PhD - July 23rd, 2018.

* Mp3 download.

 

Highlights

  • Bob Hoye of Institutional Advisors outlines the latest financial market activity from his scenic mountain office overlooking the bay in Vancouver.
  • The central importance of the national yield curve for every North American as well as our International listener's is the crux of today's episode.
  • Financial institutions remain solvent buy borrowing at lower interest rates in the short-term while lending at higher interest rates with longer maturity's.
  • When this spread begins to narrow or flatten, the profitability declines proportionally with highly predictable significance.
  • As lending slows, corporate expansion declines, work place hiring decreases, unemployment climbs, profits wane and economic expansion yields to recession.
  • The yield curve is the flattest it's been in 11 years, the spread between 2 and 10 year Treasuries.
  • Since the 1960's each recession was preceded by an inverted yield curve, suggesting that a recession could unfold as soon as 2019.
  • Nine out of ten recessions (Michael Pento, 2018) occurred after the yield curve inverted.
  • If the current price hike trend continues with two more rate hikes, the rate inversion could portend trouble for the financial markets and opportunity in gold
  • Bob Hoye outlines a unique perspective on the trade war noting that Washington D.C. is attempting to reverse decades of unfair protectionist trade practices against the U.S. to the benefit of every domestic citizen / business.

Bob Hoye of Institutional Advisors outlines the latest financial market activity from his scenic mountain office overlooking the bay in Vancouver, British Columbia. The central importance of the national yield curve for every North American as well as our International listener's is the crux of today's episode. Financial institutions remain solvent buy borrowing at lower interest rates in the short-term while lending at higher interest rates with longer maturity's., such as 30 year mortgages and profiting from the difference or spread. However, when this spread begins to narrow or flatten, the profitability declines proportionally with highly predictable significance. As lending slows, corporate expansion declines, work place hiring decreases, unemployment climbs, corporate profits decline and economic expansion yields to recession. The yield curve is the flattest it's been in 11 years, the spread between 2 and 10 year Treasuries. Since the 1960's each recession was preceded by an inverted yield curve, suggesting that a recession could unfold as soon as 2019, similar to the liquidity crisis during the Great Recession of 2008. Nine out of ten recessions (Michael Pento, 2018) occurred after the yield curve inverted. Given that the yield curve is approaching levels not seen since 2008, if the current price hike trend continues with two more anticipated by the FOMC this year, the inversion could portend trouble for the financial markets and opportunity in gold (Michael Snyder, 2018). Bob Hoye outlines a unique perspective on the trade war noting that Washington D.C. is attempting to reverse decades of unfair protectionist trade practices against the U.S. to the benefit of every domestic citizen / businesses.


Bill Murphy & Chris Waltzek PhD - July 19th, 2018.

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Highlights

  • Bill Murphy of GATA.org notes precious metals investors will ultimately be rewarded for their patience.
  • An endgame scenario is unfolding in the financial markets that could result in an explosive move higher for safe haven assets.
  • As long as US equities remain the risk-off trade, du jour, the PMs may remain in a cyclical trading range.
  • The nascent trade skirmish has already impacted the housing sector.
  • Import taxes on Canadian lumber have increased the cost of new home construction domestically by $9,000 per unit.
  • The additional expense is passed along to the home purchaser.
  • Already desperate domestic farmers are finding it even more challenging to make financial ends meet, amid soybean tariffs on Asian imports.
  • The key impact of tariffs could be stagflation, as higher prices stifle global economic output while encouraging price hikes.
  • A final warning from a US ally echoes the sentiments of history - when trade halts between national borders, more often than not, military boots cross.
  • I.e. a trade war could ignite a global military skirmish.
  • While the looming threat continues to boost US defensive and security share prices, ultimately PMs will benefit from the dual risk of insidious inflation / economic stagnation and global conflict.

Bill Murphy of GATA.org notes precious metals investors will ultimately be rewarded for their patience, but must first weather the coordinated assaults of the anti-gold cartel. According to our guest, an endgame scenario is unfolding in the financial markets that could result in an explosive move higher for safe haven assets. Nevertheless, as long as US equities remain the risk-off trade, du jour, the PMs may remain in a cyclical trading range. Elsewhere, the nascent trade skirmish has already impacted the housing sector - import taxes on Canadian lumber have increased the cost of new home construction domestically by $9,000 per unit; the expense is passed along to the home purchaser. In addition, already desperate domestic farmers are finding it even more challenging to make financial ends meet, amid soybean tariffs on Asian imports - a key component to livestock agriculture. The key impact of tariffs could be stagflation, as higher prices stifle global economic output while encouraging price hikes resulting in a worst-case economic scenario. A final warning from a US ally echoes the sentiments of history - when trade halts between national borders, more often than not, military boots make the crossing; i.e. a trade war could ignite a global military skirmish. While the looming threat continues to boost US defensive and security share prices, ultimately PMs will benefit from the dual risk of insidious inflation / economic stagnation and global conflict.

Figure 1.1. Dr. John Hall M.D. - Hero of Targeted Individual Community - II

Note. Video provided courtesy of Youtube.com.


Gerald Celente & Chris Waltzek PhD - July 18th, 2018.

  • Head of the Trends Research Institute, Gerald Celente expresses concerns over the potential for a showdown of epic proportions in the Middle East.
  • Extreme tensions in the region could ignite the crude oil market, sending price per barrel soaring while sparking a stampede into the precious metals sector.
  • The theme could benefit gold shares as well, according to the work of Seabridge Gold CEO, Rudi Fronk, who notes peak gold is in place.
  • Barrick Gold CEO noted that the ailing quality of gold quality ore and lessened production levels combined with few major new gold discoveries and lengthy time to production, bodes well for the gold price.
  • The expert close-combat practitioner examines the nascent global trade war, sparked by the 2018 US trade tariffs.
  • While policymakers applaud record unemployment rate, when adjusted for inflation the real employment wage lags price increases.
  • Low wages hampers the disposable income of the masses and widening the gap between the wealthy and the hoi polloi beyond any Industrial nation, worldwide.
  • US share prices may be overextended, as the initial tax cuts behind much of the recent rally unwind and only a handful of key stocks in the tech sector.
  • The FANG stocks continue to lead the indexes higher.
  • The discussion concludes with strategies for personal protection and close combat - Gerald Celente suggests a free online resource for individuals interested in self-protection, Attackproof.com.

Head of the Trends Research Institute, Gerald Celente expresses concerns over the potential for a showdown of epic proportions in the Middle East. Extreme tensions in the region could ignite the crude oil market, sending price per barrel soaring while sparking a stampede into the precious metals sector. The theme could benefit gold shares as well, according to the work of Seabridge Gold CEO, Rudi Fronk, who notes peak gold is in place, lowering the available gold supply while improving demand conditions. Furthermore, Barrick Gold CEO noted that the ailing quality of gold quality ore and lessened production levels combined with few major new gold discoveries and lengthy time to production, bodes well for the gold price, making the downside negligible and upside unlimited. The expert close-combat practitioner examines the nascent global trade war, sparked by the 2018 US trade tariffs. While policymakers applaud record unemployment rate, when adjusted for inflation the real employment wage lags price increases, eviscerating the disposable income of the masses and widening the gap between the wealthy and the hoi polloi beyond any Industrial nation, worldwide. Meanwhile, US share prices may be overextended, as the initial tax cuts behind much of the recent rally unwind and only a handful of key stocks in the tech sector, the FANGS stocks lead the indexes higher. The discussion concludes with strategies for personal protection and close combat - Gerald Celente suggests a free online resource for individuals interested in self-protection, Attackproof.com. Beginners can order a cheap sand bag / slam bag from Amazon.com to begin essential hand strengthening.

Figure 1.1. Attackproof.com - The Only Reliable Self-defense Training, Period.

Note. Video provided courtesy of Youtube.com.


Arch Crawford & Chris Waltzek PhD - July 12th, 2018.

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Mp3 File.

Highlights

  • Arch Crawford, head of Crawford Perspectives for 41 consecutive years, outlines his technical perspective on the global financial markets.
  • US shares could continue to decline along with global equities where shares in the Shanghai exchange dropped 21% from the peak.
  • Market volatility may explode next month - June 6th - 14th could be a difficult time in markets.
  • The current period is the longest consolidation without a new high in years, suggesting slowing momentum in US share prices.
  • Arch Crawford is heavily short the US equities markets and expects the bearish side to remain the most profitable along with highly rated US bonds.
  • The gold market continues to test key support - the price could soon stage a rebound rally.

Arch Crawford, head of Crawford Perspectives for 41 consecutive years, outlines his technical perspective on the global financial markets in this brief interview. US shares could continue to decline along with global equities where shares in the Shanghai exchange dropped 21% from the peak. Market volatility may explode next month - June 6th - 14th could be a difficult time in markets. The current period is the longest consolidation without a new high in years, suggesting slowing momentum in US share prices. Arch Crawford is heavily short the US equities markets and expects the bearish side to remain the most profitable along with highly rated US bonds. The gold market continues to test key support - the price could soon stage a rebound rally.

Figure 1.1. Draper on the Merits of Bitcoin

Note. Video provided courtesy of Youtube.com.


Dr. Stephen Leeb & Chris Waltzek PhD - July 11th, 2018.

* Mp3 file.

 

Recap

  • Best selling author, Dr. Stephen Leeb returns with a solid outlook on the gold sector.
  • The precious metals could merge with the blockchain to facilitate sound money transactions at an accelerated pace and with far greater transparency.
  • With light sweet crude oil breaking multi-year records, the threat of inflation could further encourage the gold bulls.
  • Dr. Leeb suggests investors view gold in terms of China's Yuan ($GOLD:CYB) to better gauge the true technical strength of the yellow metal.
  • Our guest notes that repairing decades of unfair global trade is sound, but the lack of subtlety, diplomacy, cooperation and gung-ho actions could backfire.
  • If NASA engineers found landing a human on the moon challenging, economists may be facing a far more daunting task while resolving the the trade war.
  • The duo explore the importance to embrace, nourish, foster and invest in innovative technologies via private / public sector think tank concepts, similar to RAND, Bell Labs, Fairchild Semiconductor and other skunkworks projects that paved the road to today's technological marvels.

Best selling author, Dr. Stephen Leeb returns with a solid outlook on the gold sector. The precious metals could merge with the blockchain to facilitate sound money transactions at an accelerated pace and with far greater transparency. Plus, with light sweet crude oil breaking multi-year records, the threat of inflation could further encourage the gold bulls. Dr. Leeb suggests investors view gold in terms of China's Yuan ($GOLD:CYB) to better gauge the true technical strength of the yellow metal. In addition, our guest notes that repairing decades of unfair global trade is sound, but the lack of subtlety, diplomacy, cooperation and gung-ho actions could backfire with dire economic consequences. If NASA engineers found landing a human on the moon challenging, economists may be facing a far more daunting task while resolving the imbalances and political blowback from the trade war. Meanwhile, the duo explore the importance to embrace, nourish, foster and invest in innovative technologies via private / public sector think tank concepts, similar to RAND, Bell Labs, Fairchild Semiconductor and other skunkworks projects that paved the road to today's technological marvels.


Bob Hoye & Chris Waltzek PhD - July 5th, 2018.

* Mp3 download.

 

Highlights

  • Bob Hoye of Institutional Advisors rejoins the show with upbeat commentary on the PM's sector.
  • The shifting yield curve (spread between 2 and 10 year Treasury Notes), suggests that a liquidity crisis could unfold similar to the Great Recession.
  • 90% of recessions (Michael Pento, 2018) occurred after the yield curve inverted.
  • If the current price hike trend continues with two more anticipated by the FOMC this year, the inversion could portend trouble for the financial markets.
  • Our guest notes that the US has two previous failed experiments in trade tariffs, first "The Tariff of Abominations of 1825," and the 1930 Smoot-Hawley Act.
  • Both Tariff Acts were accused of exacerbating the unemployment, slowing economic growth and curtailing global trade.
  • Officials are advised to proceed cautiously with the current trade tariffs to avoid crushing global economic contraction, collapsing global trade and widespread unemployment.
  • Got gold?

Bob Hoye of Institutional Advisors rejoins the show with upbeat commentary on the PM's sector. The shifting yield curve (spread between 2 and 10 year Treasury Notes), suggests that a liquidity crisis could unfold similar to the Great Recession of 2008. Nine out of ten recessions (Michael Pento, 2018) occurred after the yield curve inverted. Given that the yield curve is approaching levels not seen since 2008, if the current price hike trend continues with two more anticipated by the FOMC this year, the inversion could portend trouble for the financial markets and opportunity in gold. Drawing from a considerable repertoire in financial history, our guest notes that the US has two previous failed experiments in trade tariffs, first "The Tariff of Abominations of 1825," that lead to an economic contraction and soaring unemployment second, the 1930 Smoot-Hawley Trade Tariff Act, which is accused of exacerbating the 29% unemployment of the Great Depression. The key takeaway point, officials are advised to proceed cautiously with the current trade tariffs to avoid crushing global economic contraction, collapsing global trade and widespread unemployment. Got gold?


Peter Schiff & Chris Waltzek PhD - July 4th, 2018.

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Mp3 format.

 

Highlights

  • Peter Schiff, head of SchiffGold, Euro Pacific Capital, and Euro Pacific Gold Fund (EPGFX) returns with his latest market insights.
  • Inflation is a chief concern at EuroPac, just as the economy is headed back to a 2008 style Great Recession, which could result in Stagflation
  • Stagflation has positive implications for the PMs sector, as illustrated by the 1970's gold bull market, case study.
  • As 2 year / 10 year Treasury note yields invert, perhaps as soon as early 2019, 90% of the time this event coincides with a recession / stock market correction.
  • Fed policymakers will reverse hawkish rate hikes and resume dovish rate cuts to restore normalcy to the markets.
  • The Smoot-Hawley Tariff Act of 1930 resulted in a reduction of 66% of global trade.
  • According to some economists, this exacerbated the Great Depression.
  • The duo examine if the current trade war could be combine with higher rates to foment a new Great Recession.
  • Our guest outlines a possible case for hyperinflation, similar to Venezuela, where the Bolivar went from near parity with the US dollar, to virtually zero, requiring tens of millions of Bolivar to purchase a single ounce of gold.
Peter Schiff, head of SchiffGold, Euro Pacific Capital, and Euro Pacific Gold Fund (EPGFX) returns with his latest market insights. Inflation is a chief concern at EuroPac, just as the economy is headed back to a 2008 style Great Recession, which could result in Stagflation, a worst case scenario for the Fed and investors. Nonetheless, stagflation has positive implications for the PMs sector, as illustrated by the 1970's gold bull market, case study. As 2 year / 10 year Treasury note yields invert, perhaps as soon as early 2019, 90% of the time this event coincides with a recession / stock market correction. In response, Fed policymakers will reverse hawkish rate hikes and resume dovish rate cuts to restore normalcy to the markets. Meanwhile, the Smoot-Hawley Tariff Act of 1930 resulted in a reduction of 66% of global trade; according to some economists, this exacerbated the Great Depression. In similar fashion, the duo examine if the current trade war between the US and Canada, Mexico, EU and China could be combine with higher rates to foment a new Great Recession. Our guest outlines a possible case for hyperinflation, similar to Venezuela, where the Bolivar went from near parity with the US dollar, to virtually zero, requiring tens of millions of Bolivar to purchase a single ounce of gold.

 

Figure 1.1. Draper & Son - The Future of Bitcoin

Note. Video provided courtesy of Youtube.com.


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David Morgan & Chris Waltzek PhD - June 28th, 2018.

* Mp3

 

Highlights

  • Head of The Morgan Report, David Morgan rejoins the show with comments on the PMs sector noting that gold remains a "free lunch" diversification asset.
  • "The most negatively correlated asset to the US stock market is gold."
  • The new trade war resembles the Smoot-Hawley Tariff Act of 1930, which ultimately lead to losses in US jobs and exports abroad.
  • 88 years later, the US economy has hemorrhaged 500,000 top paying manufacturing jobs per year for over one decade, over 5 million fewer jobs.
  • Is it wise to wage a trade war under such conditions and might it backfire in the Once the stamped to gold begins in earnest, all that will be required is the effort of 1-3% of the population to catapult the yellow metal skyward.
  • Our guests applies Elliott Wave analysis to the gold market, noting that the early I and II waves have passed.
  • The most forceful / profitable wave III is now gaining momentum to send the market to new record figures.
  • Once investors push gold to $2,500, our guest suggests a blow-off phase could commence sending the precious metals higher by several fold.
  • The narrative includes a trading strategy that tops 99% of professional money managers.
  • Building a solid portfolio with balanced betas combined with portfolio alpha-boosting services like the Alpha Stocks Newsletter can enhance profits.
  • Tossing darts when attempting to boost portfolio alpha inevitably backfires; instead a scientific / passive approach wins out over more risky trading strategies.

Head of The Morgan Report, David Morgan rejoins the show with comments on the PMs sector noting that gold remains a "free lunch" diversification asset, "the most negatively correlated asset to the US stock market." The new trade war resembles the Smoot-Hawley Tariff Act of 1930, which ultimately lead to losses in US jobs and exports abroad. 88 years later, the US economy has hemorrhaged 500,000 top paying manufacturing jobs per year for over one decade, resulting in over 5 million fewer well paid positions and lower overall living standards. Is it wise to wage a trade war under such conditions and might it backfire in the US as well as with trading partner nations, sending the global economy into a 2008 style Great Recession 2.0. Once the stamped to gold begins in earnest, all that will be required is the effort of 1-3% of the population to catapult the yellow metal skyward into uncharted territory. Our guests applies Elliott Wave analysis to the gold market, noting that the early I and II waves have passed; the most forceful / profitable wave III is now gaining momentum to send the market to new record figures. Once investors push gold to $2,500, our guest suggests a blow-off phase could commence sending the precious metals higher by several fold for example, $7,500 in a brief six month time-frame. The narrative includes a trading strategy that tops 99% of professional money managers; building a solid portfolio with balanced betas combined with portfolio alpha-boosting services like the Alpha Stocks Newsletter can enhance profits beyond that anticipated by modern portfolio theory. Put differently, tossing darts when attempting to boost portfolio alpha inevitably backfires; instead a scientific / passive approach wins out over more risky trading strategies.


Ralph Acampora & Chris Waltzek PhD - June 27th, 2018.

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Mp3 file.

Note: Image courtesy of CNBC.

 

Highlights

  • Titan of Wall Street, Ralph Acampora of Altaira Wealth Management, "Professor of TA," and co-creator of the (CTA) designation, returns.
  • "Be careful, be selective ... keep close stops on most US shares."
  • The financial sector tends to lead the market, which is a bad omen for bulls as many financial stocks continue to underperform.
  • The Dow Utilities Index, a perennial favorite leading-indicator remains close to the April highs.
  • If price closes above 711, the current stock market weakness may represent a passing anomaly.
  • The discussion includes favorite technical analysis tools, such as the Relative Strength Index (RSI) and Moving Average Convergence, Divergence (MACD).
  • The Dow Industrials remains our guest's favorite market proxy; the arithmetic mean of the 30 blue chip stocks currently indicates an upside limit of 28,000.
  • The lower limit of 23,000 and the highest probability of 25,000-26,500.
  • Using financial history as a playbook the current 9-year secular bull-market could extend beyond the imagination and margin of the most ardent bears.
  • Ralph Acampora sees the potential for another 4-5 solid years ahead for shares prices, with the key proviso, the market is overdue for a 10%-15% correction.
  • The duo coin a Financial Term, the Acampora Rate Index (ARI); not until the Fed's overnight lending rate ascends over 5%.
  • OPEC announced lower than expected daily oil output of 600,000 barrels per day, sending the price soaring this week.
  • Our guest insists that the inflation impact of oil will not impact US share prices until WTIC climbs above $90+ per barrel.

     

Titan of Wall Street, Ralph Acampora of Altaira Wealth Management, "Professor of Technical Analysis," and co-creator of the Chartered Technical Analyst (CTA) designation, returns with a slightly cautious outlook on US equities. Our guest notes, "Be careful, be selective ... keep close stops on most US shares." The financial sector tends to lead the market, a bad omen for bulls as many financial stocks continue to underperform. The Dow Utilities Index, a perennial favorite leading-indicator remains close to the April highs; if price closes above 711, the current stock market weakness may represent a passing anomaly. The discussion includes favorite technical analysis tools, such as the Relative Strength Index (RSI) and Moving Average Convergence, Divergence (MACD), both on a weekly basis. The Dow Industrials remains our guest's favorite market proxy; the arithmetic mean of the 30 key blue chip stocks currently indicates an upside limit of 28,000 a lower limit of 23,000 with the highest probability of 25,000-26,500. Using financial history as a playbook the current 9-year secular bull-market could extend beyond the imagination and margin of the most ardent bears. Ralph Acampora sees the potential for another 4-5 solid years ahead for shares prices, with the key proviso, the market is overdue a healthy 10%-15% correction. The duo coin a Financial Term, the Acampora Rate Index (ARI): not until the Fed's overnight lending rate ascends over 5% should equities market investors shift from a bullish to a bearish stance. Although OPEC announced lower than expected daily oil output of 600,000 barrels per day, sending the price soaring this week, our guest insists that the inflationary impact of oil will not impact US share prices until WTIC climbs above $90+ per barrel.


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Peter Grandich & Chris Waltzek PhD - June 21st, 2018.

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Mp3 format.

 

Highlights

  • Peter Grandich of Peter Grandich and Company and Pete Speaks returns with commentary on the US stock market and the PMs sector.
  • Our guest sees a new "Cold Trade-War" that includes threats against China of $200 billion in new tariffs, our largest trading partner.
  • Peter Grandich entered the largest dollar short position against US equities in his 35+ year career and turned strongly bullish on the PMs sector.
  • US trading partners have recycled trillions of US dollars vis-à-vis the massive trade deficit, by way of buying US Treasuries, resulting in the longest bond bull.
  • The four decade theme could be reversing on reports that the BRICS nations are dumping US debt, including Russia, which just sold half of its US Treasuries.
  • Peter Grandich split half of his portfolio into physical gold / silver and half into the mining shares with a nearly 10% downside vs. 100% upside potential.
  • The discussion includes the seminal work of Egon von Greyerz on the Venezuelan Bolivar calamity, where a currency crisis resulted in hyperinflation; one ounce of gold now costs 75 million Bolivars in just a few months time.
Peter Grandich of Peter Grandich and Company and Pete Speaks returns with commentary on the US stock market and the PMs sector. Against the backdrop of a new "Cold Trade-War" that includes threats against China of $200 billion in new tariffs, our largest trading partner, our guest entered the largest dollar short position against US equities in his 35+ year career and turned strongly bullish on the PMs sector, in particular, gold / silver shares. For nearly 40 years, US trading partners have recycled trillions of US dollars vis-à-vis the massive trade deficit, by way of buying US Treasuries, resulting in the longest bond bull market in history. However, that four decade theme could be reversing on reports that the BRICS nations are dumping US debt, including Russia, which just sold half of its US Treasuries and China, the largest US debt holder. In response, Peter Grandich split half of his portfolio into physical gold / silver and half into the mining shares with a nearly 1:10 risk to reward ratio (10% downside vs. 100% upside potential). The discussion includes the seminal work of Egon von Greyerz on the Venezuelan Bolivar calamity, where a currency crisis resulted in hyperinflation; one ounce of gold now costs 75 million Bolivars in just a few months time.<

Figure 1.1. Gold Soars to $75 Million Bolivar - Hyperinflation in Ven. - Egon von Greyerz

Note: Chart courtesy of Egon von Greyerz at GoldSwitzerland.com


Robert Kiyosaki & Chris Waltzek - June 20th, 2018.

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Mp3 file: click here.

 

Summary

  • Robert Kiyoaski, America's 'Rich Dad' returns 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 shares rally to pause; he's accumulating a cash position to invest in safe haven assets.
  • Rich Dad expects for most investors to relinquish gains via illiquid assets such as sluggish mutual funds.
  • The investor herd has little knowledge of key alternatives to equities, which will further exacerbate the dilemma.
  • Robert Kiyosaki started purchasing gold at $70 an ounce en route perhaps to $10,000 and continues to HODL gold / silver at these levels.
  • Gold remains the ideal hedge against inflationary economic policies and unscrupulous activities.
  • In 2000, the US dollar was the de facto currency to own - today investors have many alternatives, such as the Euro, Bitcoin, PMs, etc.
  • Gold is the best financial portfolio insurance policy, the only money official sanctioned from above, "Gold is God's money."
  • For investors seeking income, dividend yielding US equities are advisable, notes our guest.
  • His "Five G's:" gold, gasoline, grub (food), ground (real estate), and guns will help every household withstand the imminent financial sea change.

Robert Kiyoaski, America's 'Rich Dad' returns 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 shares rally to pause; he's accumulating a cash position to invest in safe haven assets. Rich Dad expects for most investors to relinquish gains via illiquid assets such as sluggish mutual funds. Plus, the investor herd has little knowledge of key alternatives to equities, which will further exacerbate the dilemma. Robert Kiyosaki started purchasing gold at $70 an ounce en route perhaps to $10,000 and continues to HODL gold / silver at these levels as the ideal hedge against inflationary economic policies and unscrupulous activities. In 2000, the US dollar was the de facto currency to own - today investors have many alternatives, such as the Euro, Bitcoin, PMs, etc. Nonetheless, gold is the best financial portfolio insurance policy, the only money official sanctioned from above, "Gold is God's money." For investors seeking income, dividend yielding US equities are advisable, notes our guest. Moreover, his "Five G's:" gold, gasoline, grub (food), ground (real estate), and guns will help every household withstand the imminent financial sea change.


Professor Laurence Kotlikoff & Chris Waltzek PhD - June 14, 2018.

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Mp3 format.

 

Highlights

  • Professor Laurence Kotlikoff, author of the FREE book: You're Hired! says gold and silver investors could emerge victorious.
  • What could drive PMs prices higher? Our trading "partners" are already starting to make it clear that they don't need us.
  • Tensions between the US and key nations continues to ratchet up on the heels of Group of Seven nations talks in Canada this past weekend.
  • The trade feud between Washington and Canada, Mexico, Europe, and China is intensifying.
  • French President Emmanuel Macron proposed the US is wrecking global diplomatic relations, calling for the US to be removed from the G-7 group. According to Labor Department report, US jobless claims fell slightly this month, with the number of layoffs in the U.S. close to a 50-year low.
  • Initial weekly jobless claims dropped 1,000 to 222,000 for the week ended June 2.
  • The number of Americans filing for unemployment benefits unexpectedly declined indicating tighter labor conditions.
  • The unemployment rate remains at a 18-year low of 3.8 percent. The discussion swerves to the new technological revolution in AI / robots.
  • The sea change could displace more jobs than can be replaced over the coming years, leading to a global unemployment epidemic without viable solutions.
  • For instance, new versions of IBM's Deep Blue AI, are displacing formerly insulated, high skill jobs deemed impervious to automation, just a few years prior (figure 1.1.).

Economist Professor Laurence Kotlikoff, author of the FREE book: You're Hired! says gold and silver investors could emerge victorious compared to most asset classes, including US shares. What could drive PMs prices higher? Our trading "partners" are already starting to make it clear that they don't need us as tensions between the US and key nations continues to ratchet up on the heels of Group of Seven nations talks in Canada this past weekend. The trade feud between Washington and Canada, Mexico, Europe, and China is intensifying with French President Emmanuel Macron proposing that the US is wrecking global diplomatic relations, calling for the world's largest economy to be removed from the G-7 group. Meanwhile, according to Labor Department report, US jobless claims fell slightly this month, with the number of layoffs in the U.S. close to a 50-year low. Initial weekly jobless claims dropped 1,000 to 222,000 for the week ended June 2. In addition, the number of Americans filing for unemployment benefits unexpectedly declined indicating tighter labor conditions. The unemployment rate remains at a 18-year low of 3.8 percent. The discussion swerves to the new technological revolution in AI / robots that could displace more jobs than can be replaced over the coming years, leading to a global unemployment epidemic without viable solutions. For instance, new versions of IBM's Deep Blue AI, are displacing formerly insulated, high skill jobs deemed impervious to automation, just a few years prior (figure 1.1.).

Figure 1.1. Japanese insurance company Replaces 34 workers with AI

Note. Video provided courtesy of Youtube.com.


Bill Murphy & Chris Waltzek PhD - June 13th, 2018.

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Highlights

  • Bill Murphy of GATA.org notes the risk / reward scenario for precious metals investors may have never been this favorable.
  • The massive JP Morgan silver short position and it's potential to cause an epic short-squeeze, sending the price of silver skyward.
  • The dialogue includes two favorite Alpha Stock Newsletter gold stock candidates, Agnico Eagle (AEM) and Pan American Silver (PAAS).
  • Today, the FOMC raised the overnight lending rate by a quarter point to 2% for the fist time in a decade.
  • Policymakers noted expectations for the already tame unemployment rate of 3.8%, the lowest in 17 years, to drop further to 3.6%.
  • The yield curve is vulnerable to inversion after the Dec. FOMC quarter point rate hike, leading to an economic slowdown as soon as the summer of 2019.
  • The trade war between Washington and our neighbors Canada / Mexico as well as major trade partners, Europe / China remains a wildcard that has the smart money accumulating safe haven investments ahead of potential economic sanctions related blowback.
Bill Murphy of GATA.org notes the risk / reward scenario for precious metals investors may have never been this favorable. the massive JP Morgan silver short position and it's potential to cause an epic short-squeeze, sending the price of silver skyward as well as silver producers such as First Majestic with CEO Keith Neumeyer. The dialogue includes two favorite Alpha Stock Newsletter gold stock candidates, Agnico Eagle (AEM) and Pan American Silver (PAAS), both of which continue to outperform the underlying XAU index. Today, the FOMC raised the overnight lending rate by a quarter point to 2% for the fist time in a decade; policymakers noted expectations for the already tame unemployment rate of 3.8%, the lowest in 17 years, to drop further to 3.6%, offering additional wiggle room for an 8th rate hike in this cycle at the December FOMC meeting. Nevertheless, the yield curve is vulnerable to inversion after the Dec. FOMC quarter point rate hike, leading to an economic slowdown as soon as the summer of 2019, which could put the PMs markets back on the global investing stage, as investors seek shelter from the lofty S&P P/E's ratio. The trade war between Washington and our neighbors Canada / Mexico as well as major trade partners, Europe / China remains a wildcard that has the smart money accumulating safe haven investments ahead of potential economic sanctions related blowback.

Chris Martenson PhD & Chris Waltzek PhD - June 7th, 2018.

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Mp3 format.

Highlights

  • Chris Martenson from PeakProsperity.com, author of Prosper! says the global macroeconomic outlook is dire.
  • Given the downturn in the long-running credit cycle, considerable QE efforts will be required via CB monetary policy to maintain the status quo.
  • CB, QE operations oftentimes result in unexpected consequences, in particular, runaway inflation, which bodes well for precious metals investors.
  • Investors must search for "real, tangible wealth," and no asset class better fulfills this characteristic than gold and related shares.
  • Gold performs best as a hedge against monetary / currency crises and distrust of policymaker decisions.
  • Despite that fact that silver currently sells for less than the production cost and silver's history as a monetary metal and inelastic supply / demand.
  • The precious metal remains a leverage play on gold with the benefit of its industrial appeal.
  • Semiprecious metals are also of interest, including nickel and indium, as tangle assets become rarer and more difficult to mine.
  • The show wraps with a brief discussion on the benefits of intermittent fasting and hourly exercise breaks.
  • Intermittent fasting has been statistically proven to boost calorie consumption / metabolic rate by up to 10%-14% without any exercise or medicine required.
  • The AMA recommends walking briskly every hour for at least 2-3 minutes to reduce the symptoms of pre-diabetes and Type II diabetes, promote healthy cardio function, reduce arterial sclerosis and enhance quality of life.

Chris Martenson from PeakProsperity.com, author of Prosper! says the global macroeconomic outlook is dire. Given the downturn in the long-running credit cycle, considerable QE efforts will be required via CB monetary policy to maintain the status quo. Nevertheless, QE operations oftentimes result in unexpected consequences, in particular, runaway inflation, which bodes well for precious metals investors who have endured several frustrating seasons. Investors must search for "real, tangible wealth," and no asset class better fulfills this characteristic than gold and related shares. Gold performs best as a hedge against monetary / currency crises and distrust of policymaker decisions. Similarly, despite that fact that silver currently sells for less than the production cost and silver's history as a monetary metal and inelastic supply / demand, the precious metal remains a leverage play on gold with the benefit of its industrial appeal. Semiprecious metals are also of interest, including nickel and indium, as tangle assets become rarer and more difficult to mine, amid a global population explosion topping 7.6 trillion inhabitants. The show wraps with a brief discussion on the benefits of intermittent fasting and hourly exercise breaks; intermittent fasting has been statistically proven to boost calorie consumption / metabolic rate by up to 10%-14% without any exercise or medicine required (figure 1.1.). Plus the AMA recommends walking briskly every hour for at least 2-3 minutes to reduce the symptoms of pre-diabetes and Type II diabetes, promote healthy cardio function, reduce arterial sclerosis and enhance overall quality of life, naturally.

Figure 1.1. Intermittent Fasting replenishes Mitochondria - Dr Rhonda Patrick on Joe Rogan Experience

Note. Video provided courtesy of Youtube.com.


Martin Armstrong & Chris Waltzek PhD - June 6th, 2017.

  • Global financier, Martin Armstrong of Armstrong Economics rejoins the show with this latest market commentary.
  • Despite the coordinated Herculean efforts of global central banks, low rate policies have failed to revive the economic patient.
  • Pension funds and related retiree accounts have suffered through impossibly low rates, further compounding the difficulties facing already strapped retirees.
  • Similar to the Carillion shares implosion, our guest views European banking-behemoth as a derivatives laden ($45 trillion) impending accident.
  • DB remains the potential Achilles' Heel that could wreck the EU economy, triggering a new global economic crisis.
  • The EU was doomed from the onset due to the lack of homogeneity within the cultural, socioeconomic environment among member states.
  • Martin Armstrong expects the PMs sector bull market to return when the typical investor loses confidence in monetary policies.
  • The Armstrong economic model currently expects the near parabolic climb in US equities to continue, with the Dow Jones potentially doubling again from current levels to has high as 50,000.

Global financier, Martin Armstrong of Armstrong Economics rejoins the show with this latest market commentary. Despite the coordinated Herculean efforts of global central banks, low rate policies have failed to revive the economic patient. As a result, pension funds and related retiree accounts have suffered through impossibly low rates of return, further compounding the difficulties facing already strapped retirees. In similar fashion as the Carillion shares implosion, our guest views European banking-behemoth as a derivatives laden ($45 trillion) accident looking for a place to occur; DB remains the potential Achilles' Heel that could wreck the EU economy, triggering a new global economic crisis. Essentially, the EU was doomed from the onset due to the lack of homogeneity within the cultural, socioeconomic environment among member states. Martin Armstrong expects the PMs sector bull market to return when the typical investor loses confidence in monetary policies. The Armstrong economic model currently expects the near parabolic climb in US equities to continue, with the Dow Jones potentially doubling again from current levels to has high as 50,000.

Figure 1.1. Tim Draper on the Blockchain Revolution

Note. Video provided courtesy of Youtube.com.


Dr. Paul Craig Roberts & Chris Waltzek PhD - May 31th, 2018.

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Mp3.

 

Highlights

  • Dr. Paul Craig Roberts from the Institute for Political Economy, author of several best-selling tomes, rejoins the show with solid news for PMs aficionados.
  • The discussion begins with the new global trade War; although the US has suffered the loss of 500,000 manufacturing jobs per year for over a decade.
  • The proposed cure to heal the economic patient (trade tariffs) may be more detrimental than the disease.
  • The US will deploy aluminum tariffs with Mexico and Canada as soon as this Friday, noted one report.
  • Our guest views tariffs on such manufacturing inputs as counterproductive.
  • "Globalism and neo-liberal economics, have essentially destroyed the national manufacturing base... and ruined the country."
  • While true "free trade" benefits all nations involved, the trouble stems from "absolute trade," which benefits one nation over the other trade partner.
  • Policymakers allowed the most productive domestic manufacturing cities to lose their key plants / facilities, decimating their key competitive edge.
  • The same malevolent processes are taking place in Italy, France, U.K. and Germany, injuring the classes for the economic benefit of the upper 1%.
  • He views the gold and silver safe havens as the only viable shelters from an impending economic maelstrom of epic proportions.

Dr. Paul Craig Roberts from the Institute for Political Economy, author of several best-selling tomes, rejoins the show with solid news for PMs aficionados. The discussion begins with the new global trade War; although the US has suffered the loss of 500,000 manufacturing jobs per year for over a decade, the proposed cure to heal the economic patient (trade tariffs) may be more detrimental than the disease. The US will deploy aluminum tariffs with Mexico and Canada as soon as this Friday, noted one report. Our guest views tariffs on such manufacturing inputs as counterproductive. In addition, "Globalism and neo-liberal economics, have essentially destroyed the national manufacturing base... and ruined the country." While true "free trade" benefits all nations involved, the trouble stems from "absolute trade," which benefits one nation significantly over the other trade partner. Policymakers allowed the most productive domestic manufacturing cities to lose their key plants / facilities, decimating their key competitive edge. The same malevolent processes are taking place in Italy, France, U.K. and Germany, injuring the working / middle classes for the economic benefit of the upper 1%. He views the gold and silver safe havens as the only viable shelters from an impending economic maelstrom of epic proportions.

 

Figure 1.1. HERO of the T.I. Community - Dr. John Hall, M.D.

Note. Video provided courtesy of Youtube.com.


Arch Crawford & Chris Waltzek PhD - May 30th, 2018.

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Mp3.

Highlights

  • Arch Crawford, head of Crawford Perspectives for 41 consecutive years, outlines his technical perspective on US shares, gold, silver indexes.
  • Market volatility could explode next month; his work indicates June 6th through June 14th could be a difficult time in markets for traders / investors.
  • The current period is the longest consolidation without a new high in years, suggesting waning momentum in US share prices.
  • Uncertainty tends to be good for safe haven investments - Arch says he's "... a buyer of the metals (precious metals), as well as Bitcoin and any solid hedge."
  • The host notes, Financial money flows (WSJ) continue to favor financial stocks, a positive sign for the overall markets, as financial shares tend to lead the averages higher.

Arch Crawford, head of Crawford Perspectives for 41 consecutive years, outlines his technical perspective on US shares, gold, silver indexes. Market volatility could explode next month; his work indicates June 6th through June 14th could be a difficult time in markets for traders / investors. The current period is the longest consolidation without a new high in years, suggesting waning momentum in US share prices. However, uncertainty tends to be good for safe haven investments - Arch says he's "... a buyer of the metals (precious metals), as well as Bitcoin and any solid hedge." Nevertheless, the host notes, Financial money flows (WSJ) continue to favor financial stocks, a positive sign for the overall markets, as financial shares tend to lead the averages higher. The dialogue takes intriguing turns into esoteric topics of interest.

Figure 1.1. Ivan and Bitcoin OG, Roger Ver

Note. Video provided courtesy of Youtube.com.


Peter Schiff & Chris Waltzek PhD - May 24th, 2018.

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Mp3 format.

 

Highlights

  • Peter Schiff, head of SchiffGold, Euro Pacific Capital, and Euro Pacific Gold Fund (EPGFX) returns with market commentary.
  • Our guest expects fireworks in the gold and silver shares market, as Fed policymakers backpedal on rate hikes.
  • To save the domestic economy from deflationary collapse, policymakers will turn dovish and expand the balance sheet in the next round of quantitative easing.
  • Investors have already factored in the Fed's rate hike program, which could culminate in a buy the rumor, sell the dollar scenario to the benefit of the PMs.
  • Domestic interest rates continue to ascend due to inordinately high debt / inflation, not the economic growth claimed in reports, according to Peter Schiff. Both the host / guest concur, the net impact will create stagflation.
  • A worst of world's 1970's style inflationary economic-slowdown is inevitable, but on a much greater scale, perhaps culminating in total global financial meltdown.
  • Eventually the euphoria surrounding US equities rally will fade, sending the PMs rocket en route "... to the moon."
  • Peter Schiff suggests high yielding defensive and pharmaceutical stocks, and selected for his clients.
  • The host agrees on the importance of return of funds as well as return on funds, noting that virtually all of the Alpha Stocks Portfolio Candidates include higher than typical dividend yields.

Peter Schiff, head of SchiffGold, Euro Pacific Capital, and Euro Pacific Gold Fund (EPGFX) returns with market commentary. Our guest expects fireworks in the gold and silver shares market, as Fed policymakers backpedal on rate hikes. To save the domestic economy from deflationary collapse, policymakers will turn dovish and expand the balance sheet in the next round of quantitative easing. Investors have already factored in the Fed's rate hike program, which could culminate in a buy the rumor, sell the dollar scenario to the benefit of the PMs sector. Domestic interest rates continue to ascend due to inordinately high debt / inflation, not the economic growth claimed in reports, according to Peter Schiff. Both the host / guest concur, the net impact will create stagflation., a worst of world's 1970's style inflationary economic-slowdown, but on a much greater scale, perhaps culminating in total global financial meltdown. Eventually the euphoria surrounding US equities rally will fade, sending the PMs rocket en route "... to the moon." In addition to PMs, Peter Schiff suggests high yielding defensive and pharmaceutical stocks, and selected for his clients. The host agrees on the importance of return of funds as well as return on funds, noting that virtually all of the Alpha Stocks Portfolio Candidates include higher than typical dividend yields.

Figure 1.1. Bitcoin Billionaire - Richard Heart

Note. Video provided courtesy of Youtube.com.


Bob Hoye & Chris Waltzek PhD - May 23rd, 2018.

* Mp3 download.

 

Highlights

  • Bob Hoye of Institutional Advisors rejoins the show with comments on the global financial bubble.
  • This could be the most exciting time in 400 years for investors, amid robust economic conditions in US equities as well as industrial commodities.
  • The blockchain revolution will transform the field of finance and economics through frictionless and virtually anonymous transactions.
  • Bitcoin / altcoins will satisfy the global demand for a sound, digital and liquid currency.
  • Bob Hoye is somewhat enheartened by a geopolitical, "popular-uprising" that is decentralizing entrenched deep-state interests.
  • The transition will result in the betterment of the masses, similar to the fall of the Berlin Wall in '89.
  • Such upheaval could come with a heavy price tag for the financial markets - he suggests 3-4 year investment grade corporate-bonds.
  • Gold remains the ideal ballast for every investment portfolio, to navigate the imminent unpredictable / rough economic seas.

Bob Hoye of Institutional Advisors rejoins the show with comments on the global financial bubble. This could be the most exciting time in 400 years for investors, amid robust economic conditions in US equities as well as industrial commodities. The blockchain revolution will transform the field of finance and economics through frictionless and virtually anonymous transactions, while improving the efficiency / transparency of government, education and voting. In addition, Bitcoin / altcoins will satisfy the global demand for a sound, digital and liquid currency (figure 1.1.). Bob Hoye is somewhat enheartened by a geopolitical, "popular-uprising" that is decentralizing entrenched deep-state interests, to the delight and betterment of the masses, similar to the fall of the Berlin Wall in '89. Nevertheless, such upheaval could come with a heavy price tag for the financial markets - he suggests 3-4 year investment grade corporate-bonds, in anticipation of a higher US dollar. Plus, gold remains the ideal ballast for every investment portfolio, to navigate the imminent unpredictable / rough economic seas.

Figure 1.1. Dr. Patrick Bryne - Bitcoin Lecture

Note. Video provided courtesy of Youtube.com.


Raghee Horner & Chris Waltzek PhD - May 17th, 2018.

Audio Player

Mp3 download.

Highlights

  • Raghee Horner of SimplerTrading, with 3 decades of trading experience and the author of 3 books, makes her show debut.
  • Gold and cryptocurrencies remain favorite trading markets of our guest; investors are advised to ignore the Bitcoin FUD (fear, uncertainty and doubt).
  • Bitcoin / Altcoins represent the natural progression from the outdated fiat model to a blockchain based monetary system of the future.
  • Investors who feel comfortable with cryptocurrencies are directed to Bitcoin silver, aka, Ethereum (ETH), which could continue to outperform Bitcoin.
  • ETH investors should be treated to a new futures / ETF contracts this year.
  • The guest / host also concur on the energy sector; WTIC reached the 2018 target of $70.
  • The new target of $90-$100 could come to pass as soon as 2018 on continued supply issues amid tensions in the Mideast.
  • Thoughts converge on silver; both expect gold's shiny cousin to outperform on a relative basis while copper remains on the watchlist.

Raghee Horner of SimplerTrading, with 3 decades of trading experience and the author of 3 books, makes her show debut. Gold and cryptocurrencies remain favorite trading markets of our guest; investors are advised to ignore the Bitcoin FUD (fear, uncertainty and doubt) and instead accept Bitcoin / Altcoins as the natural progression from the outdated fiat model to a blockchain based monetary system of the future. Investors who feel comfortable with cryptocurrencies are directed to Bitcoin silver, aka, Ethereum (ETH), which could continue to outperform Bitcoin ahead of the anticipated futures / ETF contracts expected this year. The guest / host also concur on the energy sector; WTIC reached the 2018 target of $70; the new target of $90-$100 could come to pass as soon as 2018 on continued supply issues amid tensions in the Mideast. Again, their thoughts converge on silver; both expect gold's shiny cousin to outperform on a relative basis while copper remains on the watchlist.


Part II. Bix Weir & Chris Waltzek PhD - May 16th, 2018.

Audio Player

Mp3 download.

 

Highlights

  • Part II. with Bix Weir of RoadtoRoot-A continues the review of the ever evolving crypto-revolution, including the ascent of Ethereum and its key competitors.
  • Competing crypto-script EOS is an ERC-20 token, headed by Dan Lahrimer known for DPoS, while Cardano is run by a former key developer of Ethereum.
  • A strategic advantage of Ethereum is the Turing Complete nature of the Solidity language, which allows scripts to run on the token.
  • While YouTube "experts" use Metcalfe's Law to describe the network value of Bitcoin, Metcalfe's Law is easily debunked using basic statistical modeling.
  • Metcalfe's law holds that peer-to-peer networks such as Bitcoin derive value. via the number of transactions times the number of users.
  • Nevertheless, given that there are a finite number (n) of people, all human based exponential systems are non-asymptotic; growth eventually slows.
  • Due to the highly complex nature of human behavior, the host proposes a unique description of the cryptocurrency "network effect."
  • The progression begins with the exponential, turns to logarithmic and ends in with the parabolic.
  • The model begins with super-linear growth of the exponential n^2 curve, progressing to the more tame ascent of the n*log(n) curve.
  • The system results in the S-curve that completes the life-cycle as the log-parabolic system returns to zero (figure 1.1).
  • Investors are advised to ignore all Bitcoin growth forecasts based on Metcalfe's Law and rely instead on more pragmatic S-curve estimates.
  • The duo dismiss detractors citing the large number of US equities (10,000+) does little to lower overall demand for shares.
  • The thought is further corroborated via comments from Silicon Valley, Bitcoin Billionaire, Tim Draper.
  • Mr. Draper notes (paraphrased) that within 5 years, coffee shops around the US will accept Bitcoin as the currency of choice.
  • BTC / Altcoins offer an alternative to the domestic currency regardless of location worldwide, for currency / financial crises, such as the Great Recession of 2008, as well as the devaluation's of Venezuela and Argentina.

Part II. with Bix Weir of RoadtoRoot-A continues the review of the ever evolving crypto-revolution, including the ascent of Ethereum and its key competitors, EOS, WanChain and Cardano. Competing crypto-script EOS is an ERC-20 token, headed by Dan Lahrimer known for DPoS, while Cardano is run by a former key developer of Ethereum. A strategic advantage of Ethereum is the Turing Complete nature of the Solidity language, which allows scripts to run on the token, such as a cellular automaton, resulting in the potential for nearly exponential growth / adoption. While YouTube "experts" use Metcalfe's Law to describe the network value of Bitcoin, Metcalfe's Law is easily debunked using basic statistical modeling. Metcalfe's law holds that peer-to-peer networks such as Bitcoin derive value via the number of transactions times the number of users: transactions * n^2 = exponential value creation. Nevertheless, given that there are a finite number (n) of people, all human based exponential systems are non-asymptotic; growth eventually slows. Due to the highly complex nature of human behavior, the host proposes a unique description of the cryptocurrency "network effect" that follows the progression from the exponential, to logarithmic to parabolic. For example, the model begins with super-linear growth of the exponential n^2 curve, progressing to the more tame ascent of the n*log(n) curve resulting in the S-curve that completes the life-cycle as the log-parabolic system returns to zero (figure 1.1). Consequently, investors are advised to ignore all Bitcoin growth forecasts based on Metcalfe's Law and rely instead on more pragmatic S-curve estimates. While mainstream pundits express concerns about the growing number of cryptocurrencies, including Bitcoin forks, noting the potential to dilute Bitcoin demand, the duo disagree, citing the large number of US equities (10,000+) does little to lower overall demand for shares. While crypto-detractors claim few use-cases exist, on the contrary, Japan is the perfect use-case for Bitcoin as the digital currency gained legal tender status throughout the nation, proving the real-world usefulness of BTC. The thought is further corroborated via comments from Silicon Valley, Bitcoin Billionaire, Tim Draper who notes (paraphrased) that within 5 years, coffee shops around the US will accept Bitcoin as the currency of choice. In addition, BTC / Altcoins offer an alternative to the domestic currency regardless of location worldwide, for currency / financial crises, such as the Great Recession of 2008, as well as the devaluation's of Venezuela and Argentina.

Figure 1.1. Exponential Growth vs. Log-Parabolic Growth (S-Curve)


Note. Image provided courtesy of Google.com.

Figure 1.2. Dr. Gabor Mate M.D. - The Genius of Healing III

Note. Video provided courtesy of Youtube.com.


Lynette Zang & Chris Waltzek PhD - May 10th, 2018.

* Mp3 file.

 

Highlights

  • Lynette Zang, Chief Market Analyst at ITM Trading makes her show debut with in depth analysis on the risk of global hyperinflation.
  • Thousands of years of monetary history reveals, only gold money is inflation resistant, unlike fiat currency that inevitably inflates away into oblivion.
  • In only 100 years the purchasing power of the dollar has evaporated; data from the Federal Reserve reveals only 4 pennies remain for each one dollar printed.
  • Given the insidious nature of inflation, one would expect monetary policy to be the topic du jour.
  • Nevertheless, a key founder of modern economics, John Maynard Keynes noted, "not one in a million will detect (inflation)."
  • In 1971 the US President granted control of the money supply to bankers by closing the gold window, ending the exchange of Greenbacks for gold.
  • Lynette Zang draws startling parallels between today's financial markets and the Great Depression era of 1930's, including rampant margin leverage of 10:1.
  • An economic calamity may be inevitable, unfolding as soon as 2021.
  • It is advisable to expand their local network to improve the odds of survival and boost household stockpiles of food / medicine / PMs / energy and self-defense.
Lynette Zang, Chief Market Analyst at ITM Trading makes her show debut with in depth analysis on impending global-hyperinflation. Thousands of years of monetary history reveals, only gold money is inflation resistant, unlike fiat currency that inevitably inflates into oblivion. Case in point, according to the official tally of the Federal Reserve, only 4 pennies remain for each one dollar printed over the last century, i.e., the purchasing power has evaporated. Given the insidious nature of inflation, one would expect monetary policy to be the topic du jour. Nevertheless, a key founder of modern economics, John Maynard Keynes noted, "not one in a million will detect (inflation)." In the 1971 the US President handed control of the money supply to bankers by closing the gold window, ending the exchange of Greenbacks for gold. In addition, Lynette Zang draws startling parallels between today's national economy and the Great Depression era of 1930's, including rampant margin leverage of 10:1 and higher, magnifying the financial / economic risks exponentially. Given that the global economy has remained on life support since the 2008 Great Recession, arguably the genesis of the impending Global Reset, investors are advised to prepare for an economic calamity as soon as 2021. It is advisable to expand their local network to improve survival odds as well as boost household stockpiles of food / medicine / PMs / energy / self-defense.

Figure 1.1. Dr. Gabor Mate MD - The Genius of Healing II

Note. Video provided courtesy of Youtube.com.


Tim Draper & Chris Waltzek PhD - May 9th, 2018.

* Mp3 file.

 

Highlights

  • Tim Draper, Silicon Valley V.C. legend, author of How to be The Startup Hero, founder of Draper University and Bitcoin expert makes his show debut.
  • In only 5 years, Draper University is already setting the standard in education, with several success stories including a billion dollar crypto-token company.
  • Our guest had the foresight to purchase 30,000 Bitcoins in 2014 from the U.S. Marshals Service auction at around $500 each.
  • In 2014, his forecast of $10,000 BTC by 2017 came to pass ahead of the prediction.
  • Tim Draper expects the $86 trillion global currency market to be eclipsed by Bitcoin / altcoins, which implies a 240x-500x price increase from current levels.
  • His prediction last month of $250k Bitcoin by 2022, resulted in "The Draper Effect" set the floor on the $6,600 price, sending Bitcoin soaring by 50%.
  • He joins the chorus of leading financial gurus calling for $1 million Bitcoin, adding that BTC could climb into the millions per coin.
  • Key qualities of BTC: A store of wealth, ease of transfer, safety relative to traditional banking, less bureaucracy, and frictionless transactions.
  • Additional benefits: governments will compete for their citizens, digitally; easy accessibility for the unbanked masses as well as a parallel monetary system.
  • Tim Draper notes the brain drain of talent and of wealth from regions with draconian legislation towards crypto favorable areas, such as "Crypto-Rico."
  • Puerto Rico offers entrepreneurs a tax safe haven, funneling wealth to the island where officials hope new capital will rebuild the devastated infrastructure.
  • While Japan wisely adopted Bitcoin as legal tender, bringing considerable affluence, other nations have struggled to accept the decentralized blockchain.
  • To paraphrase M. Gandhi: First they laugh at you, next they ignore you, then they attack you, and then you win.
  • Similarly, although JP Morgan and related institutions first rejected Bitcoin, FOMO is rampant on news that Goldman Sachs announced a BTC trading desk.
  • Economists / policymakers and investors who resist the inevitable pull of the crypto-revolution are doomed to mediocrity, while those who adapt to the new trend will improve their odds of success.

Tim Draper, Silicon Valley V.C. legend, author of How to be The Startup Hero, founder of Draper University and Bitcoin expert makes his show debut. In only 5 years, Draper University has set a new standard in education, with several success stories including one graduate who created a billion dollar crypto-token company and another who sold a cancer treatment company for $250 million. Our guest had the foresight to purchase 30,000 Bitcoins in 2014 from the U.S. Marshals Service auction at around $500 each; he subsequently forecasted $10,000 BTC in 2017, which came to pass ahead of the predicted date. Tim Draper expects the $86 trillion global currency market to be eclipsed by Bitcoin / altcoins, which implies a 240x-500x price increase from current levels. Case in point, his latest prediction last month of $250,000 Bitcoin by 2022, which the host terms, "The Draper Effect" set the floor on the $6,600 price, sending Bitcoin higher by 50% in a few weeks. Furthermore, he joins the growing list of leading financial gurus expecting $1 million Bitcoin, adding that BTC could theoretically climb into the millions per coin. Tim Draper notes a few of the key uniquely desirable qualities of BTC, including: A store of wealth, ease of transfer across borders, safety relative to traditional banking, less bureaucracy, frictionless transactions, governments will compete for their citizens sovereign choices, easy accessibility for the unbanked masses around the globe as well as a parallel monetary system in the event of a Venezuela style currency crisis / geopolitical instability. Tim Draper notes the brain drain of talent and of wealth from regions with draconian legislation to crypto favorable areas, such as "Crypto-Rico" (Puerto Rico) that offers blockchain enthusiasts / where entrepreneurs a virtual tax safe haven. State officials hope that the tax breaks will redirect billions to the tiny state to facilitate the rebuilding of the devastated infrastructure in the wake of last year's harrowing Category 5 hurricane that left much of the island powerless. In similar fashion, while Japan has wisely adopted Bitcoin as legal tender, bringing considerable affluence to the land of the rising sun, other nations have struggled to accept the decentralized blockchain concept amid a regime built on a highly centralized model. While JP Morgan and related traditional firms first rejected Bitcoin, they are now scrambling to catch up with their competitors, such as Goldman Sachs, Amazon and IBM, which reportedly have plans for cryptocurrency use cases. It may be safe to infer from the dialogue, that economists / policymakers and investors who attempt to dig in their heels and resist the inevitable pull of the crypto-revolution (similar to the early resistance to email and the Web circa 2000) are doomed to mediocrity, while those who follow Darwin's dogma closely and adapt best to the new trend improve their odds of success.

Figure 1.1. Tim Draper: Bitcoin - The Greatest Technological Revolution

Note. Video provided courtesy of Youtube.com.



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