A bit of a riff on REM's song title "It Is The End Of The World As We Know It." Lot's of talk in the media recently about the end of fossil fuels and energy transitions. How realistic is this? How long will it take? Wht are oil prices rising and will they continue? We get into this week. Ninepoint Partners Report https://www.ninepoint.com/commentary/... Goehring & Rozencwajg http://gorozen.com/research/commentaries...
Feb 13, 2021•40 min
Sir Issac Newton, who many say was the smartest human ever, got caught up in the FOMO of the South Seas Bubble. He made some money at the start and got out. But seeing his friends get rich caused his FOMO to soar. He got in big at the top and lost most of his money. History repeats with the FOMO and greed that we have seen in this bubble market. I also discuss the 68% gain in Athabasca Oil Sands since I mentioned it in my past video from last week.
Feb 06, 2021•36 min
Because of the central banks zero interest policy and over prinitng of currency to deal with the huge debt situation most people have been turned into speculators and now gamblers. In my view the recent Gamestop short hedge fund body slam, although amusing, is just more rank speculation and will end in tears for most players.
Jan 30, 2021•38 min
With all the money being created and injected into the economy to fight covid I am expecting a reopening of the economy to lead to a Crack Up Boom. The increased money will outstrip the economies ability to prodcue goods and services which will lead to rising prices. It will look and feel good at first but will have the potential to end in disaster.
Jan 24, 2021•48 min
In todays interview I talk with Ladislas Maurice of “The Wandering Investor” blog about international real estate investing. After a brief introduction I ask Ladislas about the advantages and pitfalls of international real estate. What to be wary of and how to go about buying real estate in a foreign country. To end we discuss his top three real estate investment destination for 2021; Tashkent, Kyiv, and the brand-new administrative district being constructed east of Cairo Egypt. Link to Wanderi...
Jan 17, 2021•55 min
“Typically, a banana republic has a society of extremely stratified social classes, usually a large impoverished working class and a ruling class plutocracy, composed of the business, political, and military elites of that society.” Like all Banana Republics, the US economy and social structure is now on the way to perdition with virtually nil chance for Biden & Co to reverse the inevitable course of events.
Jan 17, 2021•43 min
President Joe Biden is proposing a $3 Trillion so called stimulus package. He said, “economic research confirms that with conditions like the crisis today, especially with such low interest rates, taking immediate action - even with deficit financing - is going to help the economy.” Not sure what experts he is talking about but the great reflation trade has begun.
Jan 10, 2021•32 min
The title of this video is a riff on one of Yogi Berra's famous quips about predictions. We had a great Q4 with our stock picks and an awesome year overall. I review the portfolio's performance and discuss some things I am watching for in 2021.
Jan 08, 2021•36 min
In the 2018 Berkshire letter to shareholders Warren Buffett said the following,"Charlie and I happily acknowledge that much of Berkshire’s success has simply been a product of what I think should be called The American Tailwind. It is beyond arrogance for American businesses or individuals to boast that they have “done it alone.” The tidy rows of simple white crosses at Normandy should shame those who make such claims. I am wondering if the things that made up that "American Tailwind" now turnin...
Dec 26, 2020•37 min
Interview with one of our most popular guests. Trader Ferg. Wide ranging discussion on what is up with Ferg over in Bali. We discuss the recent breakout in uranium. The upcoming bull market in oil and energy in general. We also discuss offshore oil drilling and why it still has a great future and why it will potentially be a great speculation. Ferg also talks about his experience with his last go round with offshore and what he took away from it. A couple of things. I am sorry as I continue to t...
Dec 20, 2020•1 hr 46 min
I like old Soviet propaganda posters and thought this one was appropriate for the current overvaluations we are seeing in the stockmarket. History says this is going to end badly. The question is always when. There is always a bullmarket somewhere and we aim to help you find it.
Dec 20, 2020•33 min
Capital, both human and monetary goes where it is treated best. Many high net worth people, financial firms, and businesses are leaving places like New York and California for low tax states like Texas and Florida. However the entire west is falling for more statism and stupidity. In a few election cycles Texas will be blue. Where do you run to then? Look around the world as many places are going in the exact opposite direction of where the west is going.
Dec 13, 2020•33 min
Fidelity Investments conducted a study on their Magellan fund from 1977-1990, during Peter Lynch’s tenure. His average annual return during this period was 29%. What Fidelity Investments found in their study was shocking. The average investor in the fund actually lost money Individuals make decisions every day with their emotions assisting their judgment. It is part of who we are as human beings. Unfortunately making emotional decisions can be a detriment in the investing world. Follow me on Twi...
Dec 06, 2020•42 min
Review of Chris Mayer's Lost Chapter to his book "100 Baggers: Stocks That Return 100-to-1 and How to Find Them." In this paper he cites examples of wealthy people and how they became this way. As I have said before, success leaves clues. If you want to be a success in business or investing than study those that have done it already. You will quickly come to understand that there are common traits among these people. 100 Bagger The Lost Chapter: https://investmentlettercurator.blogs... A closer ...
Nov 28, 2020•42 min
What is the World Economic Forum and who is Klaus Schwab? Are the globalists using the supposed climate change crisis and the Chinese virus crisis to foist a one world globalist agenda on a demoralized and fearful population? What does it mean for investors and speculators? Follow me on Twitter: @JohnPolomny I curate a website devoted to following the articles, letters, interviews, etc. of top investors. Check it out if you are interested in learning how top investors are successful. https://inv...
Nov 23, 2020•33 min
Energy stocks moved higher this past week based on positive results from a vaccine test. Is this a one off on news or the beginning of a new trend in energy. China begins to flex its political muscle by rejecting Australian imports of coal and agricultral products. Expect more of this as time passes. China's increased economic clout will allow it to flex its political muscles. This can be actionable as I own a large met coal prodcuer in Mongolia which has seens its sales go up since the China/Au...
Nov 15, 2020•29 min
There is nothing new under the sun. As Charlie Munger says, "I believe in the discipline of mastering the best that other people have figured out. I don’t believe in just sitting down and trying to dream it all up yourself. Nobody’s that smart.” I offer a video on a famous a Wall Street investor's (Bob Farrell) ten rules for investing success. You will note that most of them seem simple, and they are but when we introduce humans and emotion that is when the trouble begins.
Nov 06, 2020•17 min
In this weeks video I go over my investing/specualting philosphy. I also discuss why I still like Antero and Antero Mid-stream. Discussion on the overvalution that is now present in the US stock market. This overvalution is not a recipe for long term positive gains. Why EV's and renewable energy are a heads I win, tails I win more proposition. Crude draws: https://seekingalpha.com/article/4383... Old West Financial Q3 2020 Letter: https://investmentlettercurator.blogs... Uzbekistan Privatation h...
Nov 01, 2020•42 min
With less then ten days until the election I am giving my election forecast. If you easily triggered or do not like opinions that are contrary to your views I suggest you skip it. Also discuss reent mega oil and gas compnay mergers as a sign of a bottom in oil stocks. Chinese are planning on stockpiling copper. Interested in knowing how I translate the information in these videos into investment ideas? Consider a subscription to my paid newsletter “Actionable Intelligence Alert”. You can check i...
Oct 25, 2020•32 min
Review of the great article by Louis Vincent Gave; "Cover Your Ass": The Guiding Principle Of Our Time". https://www.zerohedge.com/markets/gui... I also discuss the new presentation from Mike Alkin. https://www.macrovoices.com/898-macro... https://app.box.com/s/ogo9v4k2uvi2ko5... US Oil prodcution likely not going to return to its glory days. https://www.worldoil.com/news/2020/10... https://www.ft.com/content/aad9c356-b... Why emerging markets are must invests. Interested in knowing how I transl...
Oct 18, 2020•36 min
Great article from John Hathaway at Sprott about why the gold bull market is not even close to being over. Also I am back into Caledonia Mining. An exciting future for this company in Zimbabwe. Gold, The Simple Math: https://sprott.com/insights/sprott-go... Caledonia to expand in Zimbabwe: https://www.mining.com/caledonia-rais......
Oct 17, 2020•15 min
The Scottish market strategist Russell Napier warns that investors should prepare for inflation rates of 4% and more by next year. The main reason: Governments have taken control of the money supply. Debts are too big and governments need inflation to get rid of this debt. This is my major theme for next decade. Review of economist Russel Napier interview on how this has been done in the past and will done again. Central Banks have Become Irrelevant https://themarket.ch/interview/russel... Barri...
Oct 11, 2020•36 min
In this weeks market wrap I discuss the need for a nuclear new deal. JPMorgan gets busted manipulating commodity and tresury markets. Of course no one goes to jail. Many of you ask where I get my ideas and what I read. I started a new site where I am curating the papers I read and the people I follow that are helpful in generating my investment ideas. https://investmentlettercurator.blogs... ECB plans higher inflation: https://www.cnbc.com/2020/09/30/ecb-l... JPMorgan pays record fine for manipu...
Oct 04, 2020•36 min
The amount of total debt in the world has exceeded 250% of world GDP. This can only be dealt with three ways. Default, Payback, or Debasement. History shows that governments always choose debasement. This is a process until it becomes an event. Or as the Hemingway character answered when asked how he went broke; slowly and then all at once. Interested in knowing how I translate the information in these videos into investment ideas? Consider a subscription to my paid newsletter “Actionable Intell...
Sep 27, 2020•32 min
Oil tried really hard to sell off recently but could not really go down. I am wondering if we are at an inflection point. I talk about sentiment changes in oil and how they played out in the past. Is the recent BP 2020 Energy Review a bottom call on oil? I also point out that everybody's favorite EV maker Tesla is getting their lunch eaten in Europe. Doesnt matter to us as we will win regardless of who sells the most EV cars. Interested in knowing how I translate the information in these videos ...
Sep 23, 2020•15 min
BP came out with their annual energy review. I go over some of the highlights. Renewables are poised to grow but even BP (Beyond Petroleum) acknowledges hydrocarbons will be in use for decades to come. BP Energy Review: https://www.bp.com/content/dam/bp/bus... PMI's on the rise around the world: https://tradingeconomics.com/country-... Worlds largest oil trader expects supply to shrink by yearend: https://www.worldoil.com/news/2020/9/... Container rates make new highs: https://www.freightwaves.c...
Sep 20, 2020•36 min
Inflation is the new talking point for the last week. CNBC even wheeled out Alan Greenspan. Due to overvalution and lower prospects in the developed country markets I delve into why I am investing in emerging and frontier markets.
Sep 13, 2020•24 min•Season 1Ep. 2
In today's interview we welcome back Justin Huhn a.k.a Uranium Insider. Justin was our first guest on the AIA Interview Series back in December of last year. We are happy to have him back. Today, we discuss the current uranium market fundementals, possible catalysts for a higher uranium price, and the success Justin and has subscribers have had in his newsletter that is focused on Uranium. We had a connection issue at the beginning of the interview and I had to do some editing. Nothing to bad. Y...
Sep 13, 2020•1 hr•Season 1Ep. 1
