Here in Part 2 of this interview with economic macro researcher Stephanie Pomboy, Stephanie shares how she is positioning her own portfolio today for the volatile times she expects ahead. She owns no US equities except precious metals mining companies. Her largest position is physical gold, held along with Emerging Markets equities from countries with natural resource-based economies, energy stocks, and long-dated US Treasurys. See the YouTube Video for the charts and graphics: https://youtu.be/...
Nov 05, 2021•45 min
Right now we're living in a world of all-time high asset prices -- just look at stocks, housing and cryptocurrencies to name just a few. They've all rocketed higher in 2021. Wages are suddenly rising faster than they have in many years, too. Are these the new Roaring 20's? Will we enjoy a prolonged period of prosperity from here? Or is the current party not sustainable? Skeptics worry that spiking inflation, fast-slowing economic growth, accelerating wealth inequality, snarled supply chains, ene...
Nov 05, 2021•44 min
Interested in protecting the purchasing power of your wealth from inflation, learning how the US dollar and other world currencies are likely to perform from here, the roles of gold silver and cryptocurrencies, or whether the Federal Reserve and other central banks are going to soon issue digital currencies (CBDCs)? Then watch this video. Recently, I had the pleasure of hosting a panel on The Future Of Money at the New Orleans Investment Conference. It had an absolute killer line-up: Jim Rickard...
Nov 02, 2021•58 min
In this Part 2 of our interview with Rabobank Global Strategist Michael Every, Michael lays out what he thinks are the biggest structural changes that will be made to the global economy once the next crisis hits. He then warns that now, before the next crisis arrives, is a time for investors to prioritize capital preservation. He favors cash, safe havens like US Treasurys and commodities -- especially productive farmland. See the YouTube Video for the charts and graphics: https://youtu.be/pVVzsn...
Oct 29, 2021•44 min
Michael Every, Global Strategist at Rabobank, returns to the program to discuss the trap the world's central banks are in. Spiking inflation resulting from their stimulus policies is colliding with slowing economic growth. Their choice at this point is to impoverish the public through rising costs (and eventually so kill the economy) by continuing to stimulate, or plunge the debt-burdened economy direction into recession or depression by tightening. He also gives us a wide-ranging perspective on...
Oct 29, 2021•57 min
Here in Part 2, Fed-watcher Danielle DiMartino Booth explains why the Fed is guaranteed to make a policy mistake no matter what decision it makes here. Taper or tightening interest rates will lead to an economic slowdown or recession that will pop the current bubble in financial assets. A continuation or resumption of monetary stimulus will worsen the growing inflation problem. Markets will be the collateral damage to the Fed's decision. Which is why Danielle recommend investors get defensive an...
Oct 22, 2021•49 min
Perhaps no single institution has more impact on the global economy than the US Federal Reserve. And the $trillions in stimulus it and the other major world central banks have released since the COVID pandemic hit have made the system even more dependent upon its actions. Which is why our financial markets are understandably obsessed with a single question: What is the Fed likely to do next? To help us answer that, I'm thrilled that Danielle DiMartino Booth is returning to the program. Danielle ...
Oct 22, 2021•43 min
The disruption the pandemic has inflicted on global supply chains is really starting to harm consumers. Prices for most items are up double digits in the past year. And product shortages are rampant these days. How much longer is this pain for our pocketbooks likely to last? The world has been watching prices rise dramatically this year across nearly all asset classes -- in large part caused by the $trillions in monetary and fiscal stimulus flooding into the economy as well as the disruption of ...
Oct 19, 2021•55 min
Here in Part 2, famed researcher and demographer Neil Howe, co-author of the best-selling book The Fourth Turning, explains why the weight of history strongly suggests we are headed into a decade-plus period of economic and social disruption that will transform our political, economic, financial and social systems. Volatility will reign. Crushing inflation looks likely. We may see a stock market crash and widespead job losses. Perhaps even war. But as with all preceding fourth turnings, Howe pre...
Oct 15, 2021•47 min
They say history rhymes. That civilizations and societies tend to follow cycles -- boom/bust, feast/famine, war/peace, cultural experimentation/a retrenchment to the “old ways”. Neil Howe, the author of the best-selling book The Fourth Turning, lays out his prediction that today’s society has entered the "bust" part of our current cycle -- where the status quo falls apart -- often chaotically -- to be replaced by a new, hopefully better, order. What should we expect from this period of disruptio...
Oct 15, 2021•52 min
Energy is suddenly headline news. Oil, which traded at negative prices for a brief moment last year due to the global economic slowdown caused by the pandemic, is now expected by a number of analysts to hit $100/barrel soon. Europe is worried about not having enough natural gas to heat its homes this winter. A petrol shortage in the UK is making it a challenge for folks to fill their cars. And prices at the pump are back near record highs in the US. And China and India are so short on coal that ...
Oct 12, 2021•58 min
Here in Part 2 of our interview with David Hunter, he shares his projections for what the investing environment will look like should the 80% market correction he expects occurs. He foresees a relatively brief period of recovery, defined by very high inflation (20%+!) and interest rates (15%+!). He expects commodities to lead that investing cycle, with many of today's high fliers (like Big Tech), becoming laggards. In his opinion, active investing will be necessary for investors to build wealth ...
Oct 08, 2021•42 min
Markets have become a lot more volatile recently, violently lurching up and down, and are off nearly 5% from their all-time highs as of a month ago. A growing number of analysts are concerned that this is the start of a larger correction. This year's spike in inflation is proving a lot less transitory that the Fed expected. Supply chains remain badly disrupted. Economic growth is slowing, particularly in Asia where the failures of massive firms like Evergrande threaten to destabilize things furt...
Oct 08, 2021•42 min
Gold and silver both had an excellent two year run in 2019 and 2020. But they've spent much of 2021 so far in a downward drift. Which is puzzling given how many tens of $trillions have been injected into the global system by the world's central banks since the pandemic hit last year, and the massive spike in inflation all that monetary and fiscal stimulus has caused. The prices of nearly every other commodity have risen dramatically in response -- but why not the precious metals? And even more i...
Oct 06, 2021•48 min
Here in Part 2, research analyst Luke Gromen provides a breakdown of the asset classes he favors for the current market environment. He also explains why he remains optimistic for the future prospects of both gold and Bitcoin. Luke believes the US will chart a course inflation to deal with its ever-rising debt burden and building resource shortages. The path may well resemble that of Argentina's currency woes in recent decades. As a result, Luke thinks investors will be served by inverting the c...
Oct 01, 2021•56 min
In the US, the monetary and fiscal stimulus spigots are turning off as the Fed threatens to start tapering in November and Congress devolves into gridlock over both the next stimulus package as well as the debt ceiling. The US currently spends 111% of its tax receipts on the true cost of servicing its debt and the Fed is now chained to printing up the difference. This is a no-win situation. Outside the US, longstanding stable political regimes like Angela Merkel’s party in Germany are voted out ...
Oct 01, 2021•52 min
What’s the government’s solution to an economy drowning in too much debt? More debt, of course! Well, they say there's no bad situation that the government can't make even worse.That seems to be the case right now. The government's extreme intervention has resulted in an economic and financial system now dependent upon ever more stimulus. But suddenly, there are a number of government initiatives -- the Federal Reserve taper, the fiscal stimulus package, a new tax bill, the debt ceiling showdown...
Sep 29, 2021•47 min
In this video tutorial, we walk through the fundamentals for how to hedge your portfolio against the risk of a coming correction in the markets -- including Cash, Stops, Inverse and leveraged ETFs, Shorts, Options and Futures I recently polled the Wealthion audience on what topics you all would like to see us cover next on this channel, and learning how to hedge was #1. Well, your wish is our command. So here's the tutorial. But don’t worry about taking notes as you watch. Everything we talk abo...
Sep 28, 2021•51 min
Our interview with macro researcher Jim Bianco continues here in Part 2, where Jim offers his assessment on the likelihood of a coming correction, as well as which asset classes he favors for the current market environment. He also has a lot more to say about the Federal Reserve as well the breaking developments regarding the SEC’s tighter stance on cryptocurrencies. Jim thinks SEC Chair Gary Gensler and US Treasury head Janet Yellen are starting a crackdown on Bitcoin and its counterparts in pr...
Sep 24, 2021•36 min
The world has become a lot more volatile over the past few weeks. Markets are lurching up and down as investors have become suddenly concerned about contagion -- and not just from the new COVID variants, but contagion from the failure of big players in China, like Evergrande, and contagion from rising input costs caused by both stimulus and snarled global supply chains. A mind-boggling amount of money -- tens of trillions of dollars worth of monetary and fiscal stimulus -- has been issued around...
Sep 24, 2021•35 min
Suddenly, uranium is in the spotlight - it's price has jumped by over 60% in the past month. When I asked on this program last week if you viewers had interest in hearing an update from an expert on the uranium market, you answered with a resounding YES! So, in this video, we sit down with the man whose fund just moved the market by buying 10 millions pounds of it in the past few weeks. John Ciampaglia is CEO of Sprott Asset Management. His firm focuses on providing the retail market with opport...
Sep 23, 2021•48 min
Global investor Jim Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained 4200%, while the SP500 rose less than 50%. Rogers then decided to retire - at age 37 - and has been sharing his wisdom with investors ever since, as well as having some pretty amazing life adventures. In Part 1 of our interview with Jim, he explained why he thinks the worst bear market of our lifetime is fast approaching. If you haven't watched Part 1 yet, you c...
Sep 17, 2021•49 min
Legendary investor Jim Rogers has seen more market ups and downs than most people alive today. And he has successfully made money -- a LOT of money -- in the process. But given today’s macroenvironment, he’s more concerned about the market’s future prospects than he’s ever been before. In fact, he confidently predicts we will experience a massive economic and financial correction that will result in the biggest bear market of our lifetime. Too much debt. Rising inflation. Currency debasement. Ma...
Sep 17, 2021•41 min
China is suddenly in the headlines a lot these days, and for good reason. It's creating ripple effects across the world as it increasingly struggles to address a number of existential pressures. It’s dealing with a huge and fast-aging population, natural resource scarcity, and increasing financial system instability -- as evidenced by this week’s surprise bankruptcy of the massive property developer Evergrande. These are big developments are underway there that will have big repercussions on glo...
Sep 15, 2021•41 min
Global investor and entrepreneur James Hickman, aka Simon Black, returns here in Part 2 to discuss the methodology he recommends for investing in today’s highly uncertain market environment. See the YouTube Video for the charts and graphics: https://youtu.be/brg8W3FcMn8 Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 10, 2021•1 hr
They say those who do not understand the lessons of history are condemned to repeat them. This is not the first time that authorities have intentionally devalued currency in order to stimulate economic growth, or curtailed personal liberties in the name of public safety. The world's central banks -- the Federal Reserve, the ECB, the BoJ and the PBoC -- are all expanding their money supply through inflation and deficit spending. They are fast approaching the point where their only available optio...
Sep 10, 2021•35 min
Here in Part 2, fund manager Dyland Grice explains his firm’s highly unconventional investing strategy, which seeks to insulate itself from much of risks created by global central banks and the asset price inflation and bubble risk their monetary policy is creating. And for those investors who have difficulty accessing in the niche alternative markets that Dylan's fund invests in, he recommends the dead-simple "cockroach" portfolio. See the YouTube Video for the charts and graphics: https://yout...
Sep 03, 2021•45 min
Dylan Grice warns “Incredibly Stupid” central banks have created “A Recipe For Disaster”. As the continuing $trillions in central bank intervention distort asset prices ever higher, investors are forced to make an uncomfortable choice. Do they ride this wave, and risk being wiped out if it crashes? Or do they seek safety now and risk being left behind as inflation eats away at their capital? Widely-respected fund manager Dylan Grice is choosing to stay in the game...but like many investors today...
Sep 03, 2021•40 min
Will gold prices spike higher when the fed tapers? Brian Lundin talks about precious metals and inflation. More and more veteran investors are turning to gold as inflation rises. Just yesterday, John Paulson, who made billions off of his correct prediction of the 2008 housing bubble bursting, urged investors to buy bullion before the world wakes up to how limited the supply of investible gold actually is. Gold has had a volatile month -- first dropping $40/oz in response to the July payrolls rep...
Aug 31, 2021•28 min
Here in Part 2 of our interview with Brien Lundin, Brien explains how to receive leveraged returns on the price performance of gold and silver by investing in mining stocks (if you haven't seen Part 1 of this interview, you can view it here: https://youtu.be/L662hPpq2W0) He details out the options for investors, what he looks for when evaluating companies, and reveals two of his current top favored mining stock picks: 1. Erdene Resource Development Corp 2. Blackrock Silver. See the YouTube Video...
Aug 31, 2021•34 min
