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Bill Murphy & Chris Waltzek - April 29, 2016.

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Recap.

  • Bill Murphy from GATA.org returns with encouraging comments on the PMs sector, in particular his "Texas Hedging Scenario."
  • The smart money is simultaneously long silver futures and bullion, instead of the more typical physical hedging arrangement.
  • The net impact suggests the big players, such as the commercials who are heavily short amid dwindling bullion supply, could trigger a force majeure.
  • The remarkable resiliency following each selloff suggests evidence of a sustainable rally.
  • The discussion includes comments from Keith Neumeyer, CEO of First Majestic Silver.
  • The respected silver market executive was contacted by a major electronics manufacturer, seeking to replenish their dwindling stockpile of silver bullion.
  • If the predictions of CEO Neumeyer come to pass, the price of silver will make a zenith over $100 per ounce.
  • Bill Murphy adds that the yellow metal is trading at half of the fundamental value, representing an irresistible bargain for metals-minded aficionados.

Bill Murphy from GATA.org returns with encouraging comments on the PMs sector, in particular his "Texas Hedging Scenario," where the smart money is simultaneously long silver futures and silver bullion, instead of the more typical physical hedging arrangement. The net impact suggests the big players, such as the commercials who are heavily short amid dwindling bullion supply, could default, resulting in a silver market force majeure. Furthermore, the remarkable resiliency following each selloff is de facto evidence of a sustainable rally. The discussion includes comments from Keith Neumeyer, CEO of First Majestic Silver. According to one media report, the respected silver market executive was contacted by a major electronics manufacturer, seeking to replenish their dwindling stockpile of silver bullion. If the predictions of CEO Neumeyer come to pass, the price of silver will make a zenith over $100 per ounce. Bill Murphy adds his technical analysis, which suggests that the yellow metal is trading at half of the fundamental value, representing an irresistible bargain for metals-minded aficionados.

 

Monty Guild & Chris Waltzek - April 28, 2016.

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Summary

  • Chris welcomes back Monty Guild of Guild Investment who sees solid signs in the commodities markets, in particular gold and crude oil.
  • Guild Investment is bullish on both sectors, due in part to expectations of future dollar weakness.
  • Their long-term viewpoint on gold is solidly bullish due to the need to payoff global debts through further currency debasement.
  • The massive economic engines of India and China will continue to absorb dwindling precious metals supply.
  • He expects oil and gold shares to benefit from the lower dollar theme. Brazil, Russia, and Canada are favorite investment nations.
  • The continuing economic theme of negative interest rates / QE is accelerating in Japan, amid unfavorable demographics.
  • Our guest is convinced that the failure of EU banks to follow their US colleagues and recapitalize following the 2008 economic emergency, could spark a new 2007-2008 style Credit Crisis in the next few years.
  • His finding is corroborated by friend of the show Boston University professor, Laurence Kotlikoff - the true domestic debt load is approaching $220 trillion.
  • A favorite equity includes biopharmaceutical Gilead Sciences (GILD).
  • Easy access to home loans in the US combined with the trend of immigration will continue to flood the real estate sector with capital.
  • For safety minded investors, Australia, Canada and the US are top on the Guild list of friendly nations, thanks to solid legal and accounting policies.

Chris welcomes back Monty Guild of Guild Investment who sees solid signs in the commodities markets, in particular gold and crude oil. Guild Investment is bullish on both sectors, due in part to expectations of future dollar weakness. Their long-term viewpoint on gold is solidly bullish due to the need to payoff global debts through further currency debasement. The massive economic engines of India and China will continue to absorb dwindling precious metals supply, as investors scramble for the safe haven investment class. He expects oil and gold shares to benefit from the lower dollar theme. Brazil, Russia, and Canada are favorite investment nations: Canada is flush with gold, oil and timber; Russian has oil and raw minerals; Brazil benefits from soybean production and base metals as well as oil, as seen in Petrobras. The continuing economic theme of negative interest rates / QE is accelerating in Japan, where policymakers are attempting to stimulate sagging economic conditions amid unfavorable demographics. Our guest is convinced that the failure of EU banks to follow their US colleagues and recapitalize following the 2008 economic emergency, could spark a new 2007-2008 style Credit Crisis in the next few years. His finding is corroborated by friend of the show Boston University professor, Laurence Kotlikoff, who notes that the true domestic debt load is approaching $220 trillion dollars, significantly more than the combined global economic output, on an annual basis. Regarding US shares, a favorite equity includes biopharmaceutical Gilead Sciences (GILD). Easy access to home loans in the US combined with the trend of immigration will continue to flood the real estate sector with capital, making it a solid investment. For safety minded investors, Australia, Canada and the US are top on the Guild list of friendly nations, thanks to solid legal and accounting policies.

 

Bob Hoye & Chris Waltzek - April 21, 2015.

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Recap.:

  • Chris welcomes back Bob Hoye, senior investment strategist at Institutional Advisors.
  • Bob outlines his latest forecasts for gold, silver their shares and the US stock indexes.
  • Just as the emotions of fear (nadirs) and greed (zeniths) still reign in the financial markets, little has changed in hundreds of years of monetary policy.
  • As it is today, so it was even in antiquity - policymakers debased their currencies, until all that remained was the base metal content.
  • The outcome is always the same, each nation / empire entered a protracted period of decline.
  • The discussion turns to the Reuters report, regarding the DB financial institution's confession of long-term silver fixing.
  • The major banker agreed to reveal several of its conspirator's in a settlement.
  • Bob Hoye's work indicates that during deflationary Great Crashes, since the 1600's, 80% of the time gold (real money) has yielded stunning returns.

Chris welcomes back Bob Hoye, senior investment strategist at Institutional Advisors. Bob outlines his latest forecasts for gold, silver their shares and the US stock indexes. Just as the emotions of fear (nadirs) and greed (zeniths) still reign in the financial markets, little has changed in hundreds of years regarding monetary policy. As it is today, so it was even in antiquity - policymakers debased their currencies, until all that remained was the base metal content. The outcome is always the same, each nation / empire entered a protracted period of decline. The discussion turns to the Reuters report, regarding the DB financial institution's confession of precious metals market manipulation including long-term silver fixing. The major banker agreed to reveal several of its conspirator's in a settlement. Bob Hoye's work indicates that during deflationary Great Crashes, since the 1600's, 80% of the time gold (real money) has yielded stunning portfolio returns, as well as PMs mines, which are typically profitable during such troubled periods.

 

 

 

Peter Grandich & Chris Waltzek - April 19, 2016.

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Summary:

  • Peter Grandich of Peter Grandich and Company rejoins the show with comments on US equities and the Precious Metals sector.
  • The precious metals sector could continue to shine this year amid increased global geopolitical tensions, as well as improved demand and limited supply.
  • Years of pessimism have increased the likelihood of solid gains in 2016. This fact is most evident from a technical perspective.
  • Each wave of selling is followed by an even stronger rally, suggestive that sellers have exhausted themselves, a plus for the bulls.
  • The guest / host agree that portfolio diversification with a heavier weight on the PMs sector is advisable.
  • He views the US shares market as somewhat ambiguities and bifurcated.
  • While corporate earnings have slowed, the engine of higher share prices, investors have discounted the odds of future Fed rate hikes.
  • Monetary policies are the central reason why US shares continue to tread water. By propping up economic conditions with near zero rates and buying up toxic debt, the slight of hands artificially boost GDP.
  • As a result, the pseudo-recovery has put the domestic economy in jeopardy.
Peter Grandich of Peter Grandich and Company rejoins the show with comments on US equities and the Precious Metals sector. He views the US shares market as somewhat ambiguities and bifurcated. While corporate earnings have slowed, the engine of higher share prices, investors have discounted the odds of future Fed rate hikes, which lowers corporate debt issues, viewed as a positive by bullish investors. Put differently, monetary policies are the central reason why US shares continue to tread water. Nevertheless, by propping up economic conditions with near zero rates and buying up toxic debt, the slight of hands artificially boost GDP. As a result, the pseudo-recovery has put the domestic economy in jeopardy. Meanwhile, the precious metals sector could continue to shine this year amid increased global geopolitical tensions, as well as improved demand and limited supply. Years of pessimism have increased the likelihood of solid gains in 2016. This fact is most evident from a technical perspective; each selling episode is followed by an even stronger rally, suggestive that sellers have exhausted themselves and the pendulum has swung back in favor of long positions, particularly if gold closes solidly above $1,300. The guest / host agree that portfolio diversification with a heavier weight on the PMs sector is advisable.

 

 

 

Bill Murphy & Chris Waltzek - April 7, 2016.

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Recap:

  • Bill Murphy from GATA.org returns to the show with comments on the national gold stockpile.
  • A growing cadre of researchers note that gold swap arrangements make deciphering the domestic a daunting task, so reserves are likely overstated.
  • Wise BRIC central banks are accumulating the metal at new records, according to the World Gold Council (WGC), 480 tons of gold was purchased.
  • Key takeaway point: once the gold enters their vaults, the ounces essentially evaporate from the market.
  • Gold bears can no longer claim that the monetary metal carries zero interest, gold and silver both pay substantial interest by avoiding interest payments.
  • Like John Embry, Bill Murphy expects a big shift in investor tastes, making the unloved silver sector the de facto loved asset class du jour.
  • His work indicates a 100:1 risk to reward ratio in silver, $1-$2 risk on the downside with at least $100 on the upside.
  • Naked short-selling in the highly illiquid markets helping send PMs shares to outperform the underlying metals, as shorts scramble to cover.

Bill Murphy from GATA.org returns to the show with comments on the national gold stockpile. Bill Murphy agrees with Jim Rickards and a growing cadre of researchers, that gold swap arrangements make deciphering the domestic a daunting task, so reserves are likely overstated, threatening dollar hegemony. However, wise BRIC central banks are accumulating the metal at new records, according to the World Gold Council (WGC), 480 tons of gold were purchased by monetary authorities last year, the second largest annual total on record. A key takeaway point: once the gold enters their vaults, the ounces essentially evaporate from the market. Case in point, China has strict laws on gold exports. Moreover, now that rates have entered negative territory in several key money centers worldwide, the gold bears can no longer claim that the monetary metal carries zero interest, i.e., in a negative rate environment, gold and silver both pay substantial interest by avoiding interest payments. Like John Embry, Bill Murphy expects a big shift in investor tastes, making the unloved silver sector the de facto loved asset class du jour. His work indicates a 100:1 risk to reward ratio in silver, $1-$2 risk on the downside with at least $100 on the upside. In addition, naked short-sellers are now buying back shares in highly illiquid markets, putting the price up on themselves, which may explain one aspect of the startlingly explosive move in the PMs shares, relative to the underlying metals.

 

John Embry & Chris Waltzek - April 6, 2016.

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Abstract:

  • Chris welcomes back, John Embry, Senior Strategist at Sprott Asset Management.
  • He shares his outlook on the precious metals sector.
  • News that gold was higher by 16% in the first quarter unnerved the central bank cartel, sending shockwaves through their ranks.
  • US equities appear wildly overvalued, despite constant support from government officials.
  • He cautions investors on US stocks - new purchases may not be warranted. Nevertheless, the PMs equities indexes HUI / XAU remain robust.
  • The PMs shares tend to lead the underlying PMs higher.
  • While the 80% advance in the HUI may seem excessive, the covering of billions of 'naked' shares, could support higher prices.
  • The retail market may not have even begun to dip its collective toe into the proverbial marketplace, which could extend the impressive rally.
  • While gold is destined for a several fold price explosion in the coming years, silver represents the best bargain.
  • The gold : silver ratio could easily drop from 80:1 to 20:1 sending silver to $60 per ounce without any change in the gold price.

Chris welcomes back, John Embry, Senior Strategist at Sprott Asset Management, - he shares his outlook on the precious metals sector. News that gold was higher by 16% in the first quarter unnerved the central bank cartel, sending shockwaves through their ranks. On the contrary, US equities appear wildly overvalued, despite constant support from government officials. He cautions investors on US stocks - new purchases may not be warranted. Nevertheless, the PMs equities indexes HUI / XAU remain robust; the PMs shares tend to lead the underlying PMs higher. While the 80% advance in the HUI may seem excessive, the covering of billions of 'naked' shares, shares created out of thin air by big institutions, could support higher prices. The retail market may not have even begun to dip its collective toe into the proverbial marketplace, which could extend the impressive rally over the course of the next few years. While gold is destined for a several fold price explosion in the coming years, silver represents the best bargain. The gold : silver ratio could easily drop from 80:1 to 20:1 sending silver to $60 per ounce without any change in the gold price. John Embry insists that

 

 

Jim Rogers & Chris Waltzek - March 31, 2016.

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Summary:

  • Chris welcomes back Jim Rogers from his Singapore office - he notes twice as many US stocks were down in 2015 as up, a bearish market breadth indication.

  • The primary reason why the equities indexes remain aloft is the enormous debt burden added to the balance sheets of the Fed, since 2008.

  • But unlike 2008, 2000, 1987 and even 1929, the US is now the largest debtor nation in the world, putting the country at elevated risk of default.

  • This anomaly presents the most precarious economic quagmire in national history.

  • He's currently long the US dollar (from much lower levels), the Yuan, Chinese stocks, short US shares, long agricultural futures and holding on tightly to gold / silver.

  • Poised like a praying mantis, the ever vigilant investor is anticipating the right opportunity to increase his gold / silver exposure.
  • With an established knack for identifying profit opportunities outside the scope of the mainstream media he recently developed a penchant for undervalued Russian bonds and rubles.
  • Unlike the West, Russia is not a debtor nation but a creditor, for instance, Cuba owes Russia $25 billion as of 2013 figures.

     

Chris welcomes back Jim Rogers from his Singapore office - he notes twice as many US stocks were down in 2015 as up, a bearish market breadth indication. The primary reason why the equities indexes remain aloft is the enormous debt burden added to the balance sheets of the Fed, BOJ, EU, BOE, PBoC since 2008. But unlike 2008, 2000, 1987 and even 1929, the US is now the largest debtor nation in the world, putting the country at elevated risk of default. Our guest thinks this presents the most precarious economic quagmire in national history. He's currently long the US dollar (from much lower levels), the Yuan, Chinese stocks, short US shares, long agricultural futures and holding on tightly to gold / silver. Ever the patient investor, like a praying mantis, he is poised to increase his gold / silver exposure. Given the established knack for identifying profit opportunities outside the scope of the mainstream media he has developed a penchant for undervalued bonds and rubles. Unlike the West, Russia is not a debtor nation but a creditor, for instance, Cuba owes Russia $25 billion as of 2013 figures.

 

John Williams & Chris Waltzek - March 30, 2015.
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Summary:

  • Economist John Williams of Shadowstats.com returns to the show with a characteristically non-sanguine stance on the economy.
  • Global QE operations are detrimental, meant only for temporary banking system support, as a result long-term QE operations have caused economic dependence.
  • The low rate methodology is particularly deleterious for retiree's, many of whom
  • House loans are challenging to procure; 25% of existing house sales are cash transactions, indicating nervousness on the part of lenders.
  • Our guest expects Fed policymakers to revamp QE operations to prevent a systemic collapse in the US dollar.
  • Anything to avoid a Great Deflation - sending inflation to much higher levels.
  • The action fails to address the Fiscal spending / monetary debt issues. John Williams favors physical bullion, gold / silver sovereign coins over bullion bars.
  • The host / guest agree that as the dollar slide begins in earnest, WTIC, crude oil prices will rebound in spectacular fashion.
  • When the unscrupulous share buyback effects are removed from US stock indexes, clearly market momentum has stalled.
  • The US economy never truly recovered from the 2008 Great Recession and could roll over into a similar scenario.
  • The host notes that the US has been in a recession since the year 2000, when the GDP is properly adjusted for inflation - the guest responds that the current economic quagmire is comparable to the Great Depression (Figure 1.1.).
  • The reason why it has not been recognized by the mainline media as a Great Depression, is due to government subsidies.
  • Without such programs, lines would form miles long around national soup kitchens.
  • John Williams views gold and silver as the ultimate investment portfolio hedging components - essential balancing mechanisms.
  • Our guest not only joins the chorus of leading financial pundits, but projects the voice above them all, calling for $100,000-$1,000,000 per ounce gold.

     

Economist John Williams of Shadowstats.com returns to the show with a characteristically non-sanguine stance on the economy. Global QE operations are detrimental, meant only for temporary banking system support. Long-term QE operations have caused economic dependence. The low rate methodology is particularly deleterious to retiree's, many of whom require reasonable interest rates for a well-deserved retirement, especially given the substantial empirical inflation in consumer goods. House loans are challenging, 25% of existing house sales are cash transactions, indicating nervousness on the part of lenders as well as borrowers. Our guest expects Fed policymakers to revamp QE operations to prevent a systemic collapse in the US dollar, anything to avoid a Great Deflation - sending inflation to much higher levels. Nevertheless, the action fails to address the Fiscal spending / monetary debt issues. John Williams favors physical bullion, gold / silver sovereign coins over bullion bars, to facilitate ease of sale when needed. The host / guest agree that as the dollar slide begins in earnest, WTIC, crude oil prices will rebound in spectacular fashion. In addition, when the unscrupulous share buyback effects are removed from US stock indexes, the market momentum has stalled. Case in point, the US economy never truly recovered from the 2008 Great Recession and could not be rolling over into a similar scenario. The host notes that the US has been in a recession since the year 2000, when the GDP is properly adjusted for inflation - the guest responds that the current economic quagmire is comparable to the Great Depression (Figure 1.1.). The reason why it has not been recognized by the mainline media as a Great Depression, is due to government subsidies, such as the 50 million food stamp debit cards. Without such programs, lines would form miles long around national soup kitchens. John Williams views gold and silver as the ultimate investment portfolio hedging components - essential balancing mechanisms. Our guest not only joins the chorus of leading financial pundits, but projects the voice above them all, calling for $100,000-$1,000,000 per ounce gold as a reality when the US dollar collapse is complete.

 

Figure 1.1. Dallas Manufacturing Index (Leading Economic Indicator)

Note: Data / graphs courtesy of ycharts.com.

 

 

 

Jim Rogers & Chris Waltzek - January 6, 2016.

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Summary:

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

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

 

Bob Hoye & Chris Waltzek - March 25, 2015.

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Recap.:

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

     

 

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

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Recap.:

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

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

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

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

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

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

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

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

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

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

 

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

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Summary:

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

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

Figure 1.1. Fed's Current Balance Sheet - Graph

Note: Graph courtesy of US Fed.

 

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

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Recap:

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

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

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

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

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

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

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

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

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

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

 

 

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

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Recap.:

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

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

 

 

 

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

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Summary:

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

 

 

David Morgan & Chris Waltzek - March 9, 2016.

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Summary:

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

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

 

 

Bob Hoye & Chris Waltzek - March 3, 2016.

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Recap.:

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

 

James Turk & Chris Waltzek - March 2, 2016.

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Summary:

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

 

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

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Recap:

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

 

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

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

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

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

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

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

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

 

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

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Summary:

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

 

Jeffrey Nichols & Chris Waltzek - February 5, 2016.

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Recap.:

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

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

 

Bob Hoye & Chris Waltzek - February 2, 2016.

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Recap.:

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

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

 

 

 

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

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Summary:

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

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

 

 

Robert Kiyosaki & Chris Waltzek - January 27, 2016.

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Summary

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

 

Amir Adnani & Chris Waltzek - January 22, 2015.

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Summary:

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

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

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

 

Nick Barisheff & Chris Waltzek - January 20, 2016.

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Summary:

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

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

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

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

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

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

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

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

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

 

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

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Summary:

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

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

 

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

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Summary:

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

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

 

Peter Schiff & Chris Waltzek - January 7, 2016.

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Summary:

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

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

 

Figure 1.1. Dallas Manufacturing Index (Leading Economic Indicator)

Figure 1.2. Leading Weekly Index (Leading Economic Indicator)

Note: Data / graphs courtesy of ycharts.com.

 

 

Jim Rogers & Chris Waltzek - January 6, 2016.

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Summary:

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

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

 

Bob Hoye & Chris Waltzek - December 31, 2015.

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Recap.:

  • Chris welcomes back Bob Hoye, senior investment strategist of Institutional Advisors, who wishes every listener a Happy New Year.
  • The economic endgame could be near - central bank policymakers are using every method possible, including negative interest rates and QE.
  • His models suggest a paper asset crash is inevitable, it is merely a matter of time.
  • Timing the event is challenging and will represent a sea-change in economics worldwide.
  • The tipping point could stem from the Junk Bond market, where soaring yields have crushed prices, potentially threatening the higher rated debt market.
  • Our guest's key takeaway point: a financial maelstrom of epic proportions will crush debt instruments and even shares - hard assets will be essential to economic survival.
Chris welcomes back Bob Hoye, senior investment strategist of Institutional Advisors, who wishes every listener a Happy New Year. The economic endgame could be near - central bank policymakers are using every method possible, from negative interest rates and QE, to hold up the global house of cards. His models suggest a paper asset crash is inevitable, it is merely a matter of time. However, timing the event is challenging and will represent a sea-change in economics worldwide. The tipping point could stem from the Junk Bond market, where soaring yields have crushed prices, potentially threatening the higher rated debt market. Our guest's key takeaway point: a financial maelstrom of epic proportions will crush debt instruments and even shares - hard assets will be essential to economic survival.

 

Martin Armstrong & Chris Waltzek - December 30, 2015.

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Summary:

  • Chris welcomes back Martin Armstrong of Armstrong Economics, the subject of a new riveting documentary The Forecaster (2015).
  • Watch the theatrical trailer video (Figure 1.1.).
  • At the heart of his investing methodology are international money flows.
  • The recent FOMC rate hike could actually be a boon for US equities indexes, as investors direct funds from sluggish international zones.
  • The discussion includes the threat posed by a cash-less society, an economic ontology gaining momentum domestically and worldwide.
  • The Forecaster shares his stock market forecast: expect 26,000 - 27,000, with a potential for 40,000 on the Dow Jones Industrials followed by extreme volatility into 2017-2020.
  • The dialogue returns to the domestic economy - up to 70% of the national debt stems from interest on debt.
  • Westerners could learn much from the economic miracle in Japan - following WWII, Japan became the 2nd largest economy worldwide.
  • Since then, China has followed its own path, capturing the title of second largest superpower by building up the infrastructure.
  • The chat concludes with an interesting discussion on the nature of market forecasting, expert systems and genetic algorithms, useful for improved prognostication.

Happy Holidays and Happy New Year. Chris welcomes back Martin Armstrong of Armstrong Economics, the subject of a new riveting documentary The Forecaster (2015), which sold out in theaters across Europe - watch the theatrical trailer video (Figure 1.1.). At the heart of his investing methodology are international money flows - his models suggest when policymakers dictate slowing economic conditions by raising rates, geopolitical instability inevitably follows. By holding rates artificially low, the banking system cannot effectively direct interest benefits to borrowers. Nevertheless, his work indicates that the recent FOMC rate hike could actually be a boon for US equities indexes, as investors direct funds from sluggish international zones in pursuit of higher US rates. The discussion includes the threat posed by a cash-less society, an economic ontology gaining momentum domestically and worldwide. The Forecaster shares his stock market forecast: expect 26,000 - 27,000, with a potential for 40,000 on the Dow Jones Industrials followed by extreme volatility into 2017-2020. The dialogue returns to the domestic economy - up to 70% of the national debt stems from interest on debt, which could have been directed instead to productive uses, such as the fragile infrastructure and improved education. Westerners could learn much from the economic miracle in Japan - following WWII, the nation of few natural resources and a crushed industrial base, rose to economic prominence, the 2nd largest economy worldwide by importing most of the required resources as well of as the efforts of well meaning policymakers who understood the importance of supporting industry, business and the entrepreneurial spirit. Since then, China has followed its own path, capturing the title of second largest superpower by building up the infrastructure, instead of just accumulating massive debt level. The dialogue concludes with an interesting discussion on the nature of market forecasting, expert systems and genetic algorithms, useful for improved prognostication.

Figure 1.1. The Forecaster (2015) - Story of Martin Armstrong

 

Professor Laurence Kotlikoff & Chris Waltzek - December 17, 2015.

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Summary:

  • Chris welcomes back Dr. Laurence Kotlikoff, author of the Inform Act signed by 17 Nobel Laureates (click to sign).

  • His latest NY Times Bestseller, Get What's Yours: The Secrets to Maxing Out Your Social Security, outlines must know tips on how the Social Security law has changed.

  • Key secrets require action before April 30, 2016. If you or your spouse or friends / family turns 66 by then, this is a must read stocking stuffer.

  • What will you or your parents do, if they live longer than expected? Although a long-life can be a blessing, the financial strain could be overwhelming.

  • Dr. Kotlikoff outlines simple steps to increase monthly benefits by at least 6%, which can translate into tens of thousands of additional benefits per year.

  • The professor suggests taking your documentation to the local office and presenting your proof as evidence.

  • Spousal support is available in many disability cases, often overlooked due to the shock / trauma of the event, even after divorce.

  • He created a bookmark worthy website titled, Maximize My Social Security.com, which includes the required software for maximizing benefits.

  • We encourage everyone to review and bookmark his PBS Newshour column.

     

Chris welcomes back Dr. Laurence Kotlikoff, author of the Inform Act signed by 17 Nobel Laureates (click to sign). His latest NY Times Bestseller, Get What's Yours: The Secrets to Maxing Out Your Social Security, outlines must know tips on how the Social Security law has changed. Key secrets require action before April 30, 2016. If you or your spouse or friends / family turns 66 by then, this is a must read stocking stuffer. What will you or your parents do, if they live longer than expected? Although a long-life can be a blessing, without proper planning, the longevity risk and the financial strain could be overwhelming. The professor outlines simple steps to increase monthly benefits by at least 6%, which can translate into tens of thousands of additional benefits per year and hundreds of thousands over a long retirement. He shares an example from the book of a 63 year old lady who suspended retirement funding and wished to restart benefits a few years later at a much higher rate. However, she was given false information on several phone calls and visits to the office, noting she was no longer eligible - the mistake nearly cost her the entire retirement benefits. The Professor suggests taking your documentation to the local office and presenting your proof as evidence. In addition, spousal support is available in many disability cases, often overlooked due to the shock / trauma of the event. He created a bookmark worthy website titled, Maximize My Social Security.com, which includes the required software for maximizing benefits. We encourage everyone to review and bookmark his PBS Newshour column.


David Gurwitz & Chris Waltzek - December 12, 2015.

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Summary:

  • Chris welcomes back, friend of the show David Gurwitz, Managing Director at Nenner Research.
  • Their technical work suggests the recent rally in gold and silver could continue; targets and turning points are included in the discussion.
  • One stock of interest is Alcoa (AA), which he lists among several buy/sell signals.
  • The cycles indicate the greenback rally could fade in 2016, setting a floor for the commodities including crude oil and the yellow metal.
  • The long-range outlook calls for increased volatility amid a potential global military conflict, which is overdue judging by 100 year cycles.
Chris welcomes back, friend of the show David Gurwitz, Managing Director at Nenner Research their technical work suggests the recent rally in gold and silver could continue; targets and turning points following the discussion. One stock of interest is Alcoa (AA), which he lists among several buy/sell signals. The cycles indicate the greenback rally could fade in 2016, setting a floor for the commodities including crude oil and the yellow metal. The long-range outlook calls for increased volatility amid a potential global military conflict, which is overdue judging by 100 year cycles.

 

Louis Navellier & Chris Waltzek - Dec. 9, 2015.

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Summary:

  • Chris welcomes back Louis Navellier of Navellier Growth.
  • His work indicates its time for investors to increase their gold and silver portfolio allocation by 50%, due to profligate central banking policies.
  • Investors in Japan / Europe are advised to increase gold exposure amid negative yielding savings alternatives.
  • The recent gold / silver coin shortages at the US, Canadian, Royal and Australian Mints indicate tight supply.
  • He correctly predicted the rebound rally in US equities over the past two months, due in part to seasonal factors.
  • Strong pension fund inflows in December / January could bode well for US stocks.
  • His outlook on US shares is the most bearish in years - the forecast calls for no further new records in US shares.
  • In addition, the recent ETF scandal made investors question their portfolio allocation - 40% of stock market volume stems from ETF trades.
  • He shares several favorite portfolio candidates that offer growth at a reasonable price (low relative P/E ratios) with solid dividends including, Costco (COST), among several interesting opportunities.
  • Chris welcomes back Louis Navellier of Navellier Growth - his work indicates its time for investors to increase their gold and silver portfolio allocation by 50%, due to profligate central banking policies. In particular, investors in Japan / Europe are advised to increase gold exposure amid negative yielding savings alternatives. Furthermore, the recent gold / silver coin shortages at the US, Canadian, Royal and Australian Mints indicate tight supply. He correctly predicted the rebound rally in US equities over the past two months, due in part to seasonal factors. Strong pension fund inflows in December / January could bode well for US stocks. Nevertheless, for the first time in years, our guest has turned somewhat bearish on US shares, due in part to a recession in the domestic manufacturing sector. His outlook is the most bearish in years - the forecast calls for no further new records in US shares. In addition, the recent ETF scandal made investors question their portfolio allocation - 40% of stock market volume stems from ETF trades. A few of his favorite portfolio candidates offer growth at a reasonable price (low relative P/E ratios) that carry solid dividends including, Costco (COST), among several interesting opportunities.

 

Dr. Stephen Leeb & Chris Waltzek - December 3, 2015.

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Recap.:

  • Best selling author / mathematician / economist, Dr. Leeb and the host discuss a disturbing trend in the domestic economy.
  • Despite the lowest Jobless Claims numbers in decades, economic growth remains anemic.
  • Given the 75% odds of an FOMC rate hike at the December meeting, the first in nearly a decade, the strong dollar and resulting higher rates will continue to put pressure on the mortgage / housing sector as well as the general economy.
  • The combination will push the already struggling economy passed the tipping point, into full blown recession.
  • As predicted by the Dr. and the host on this show for months, the Yuan finally gained reserve currency status this week, changing the global monetary structure forever.
  • Dr. Leeb's work indicates that the inclusion of the Yuan in the SDR currency basket could cap the Greenback advance and encourage gold bulls.
  • The duo agree that the economy is facing a flock of black-swan like anomalies such as: negative interest rates, global debt explosion, and rehypothecation, to name a few.
  • Once the rate hike threat passes, both agree that commodities, oil and the precious metals will likely ascend to new bull market records.
  • In addition, China has unveiled a new crude oil market index, which may become the de facto benchmark worldwide, potentially marking the end of the Petro / Dollar era and a new period of Petro / Yuan dominance.
  • Dr. Leeb discusses his meeting and correspondences with World Chess Champion Gary Kasparov.

Best selling author / mathematician / economist, Dr. Leeb and the host discuss a disturbing trend in the domestic economy - despite the lowest Jobless Claims numbers in decades, economic growth remains anemic. Given the 75% odds of an FOMC rate hike at the December meeting, the first in nearly a decade, the strong dollar and resulting higher rates will continue to put pressure on the mortgage / housing sector as well as the general economy. The combination will push the already struggling economy passed the tipping point, into full blown recession. As predicted by the Dr. and the host on this show for months, the Yuan finally gained reserve currency status this week, changing the global monetary structure forever. Dr. Leeb's work indicates that the inclusion of the Yuan in the SDR currency basket could cap the Greenback advance and encourage gold bulls. The duo agree that anomalies offer the best insights for solving problems in complex systems - the economy is facing a flock of black-swan like anomalies such as: negative interest rates, global debt explosion, and rehypothecation, to name a few. However, once the rate hike threat passes, both agree that commodities, oil and the precious metals will likely ascend to new bull market records. In addition, China has unveiled a new crude oil market index, which may become the de facto benchmark, worldwide, potentially marking the end of the Petro / Dollar era and a new period of Petro / Yuan dominance. Although both the guest / host concur that the US is their favorite nation on earth, not since WWII has the US faced an economic / military rival - the new ontology will cause major imbalances in the geoeconomy, resulting in a reshuffling of influence from the US and NATO, to China and the rest of the BRICS nations. Dr. Leeb discusses his meeting and correspondences with World Chess Champion Gary Kasparov, making him the envy of many chess nerds, the host included.

 

Dr. Chris Martenson & Chris Waltzek - Dec. 2, 2015.

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Summary:

  • Chris welcomes Dr. Martenson from PeakProsperity.com - Dr. Martenson categorizes capital into eight essential types in his new must read book, Prosper!

  • The good doctor is concerned about a potentially risky period of economic deflation, were insufficient money And credit are available to sustain high debt levels, with as much as $200 trillion in default risk.
  • The event will lead to central bank intervention by way of massive monetary stimulus, such as QE to infinity.
  • Although paper promises, such as stocks And bonds, remain the investment du jour, the deflationary event will reduce paper claims to their intrinsic value: zero.
  • There are too many paper claims And too few assets to back them - eventually the pendulum will swing back from the current extreme to the other apex.
  • Wealth safe havens will regain their place as the de facto investment classes, such as gold, silver, precious metals shares, oil And commodities.

    The discussion includes the challenges facing modern medicine And the viable alternatives that everyone can use to their benefit.

  • The Dr. notes that 80-90% of physical ailments begin with inflammation, in the kitchen, mirroring the thoughts of renowned physician, Dr. Mark Hyman.

  • By identifying a few key dietary changes / lifestyle improvements, an effective course of treatment unfolds, free of charge And without any side-effects. The plan involves a two prong approach.

Chris welcomes Dr. Martenson from PeakProsperity.com - Dr. Martenson categorizes capital into eight essential types in his new must read book, Prosper!, including wealth capital, social capital And health capital. The good doctor concerned about a potentially risky period of economic deflation, were insufficient money And credit are available to sustain high debt levels, with as much as $200 trillion at risk of default. The event will lead to central bank intervention by way of massive monetary stimulus, such as QE to infinity. Although paper promises, such as stocks And bonds, remain the investment du jour, the deflationary event will reduce paper claims to their intrinsic value: zero, as Voltaire noted. There are too many paper claims And too few assets to back them - eventually the pendulum will swing back from the current extreme to the other apex. Given the sea change of events never faced before, including negative interest rates, rehypothecation, unimaginable debt levels, saber rattling, soaring poverty levels, wealth safe havens will regain their place as the de facto investment classes, such as farmland, secure real estate, gold, silver, precious metals shares, oil And commodities.

The discussion includes the challenges facing modern medicine And the viable alternatives that everyone can use to their benefit. The Dr. notes that 80-90% of physical ailments begin with inflammation, in the kitchen, mirroring the thoughts of renowned physician, Dr. Mark Hyman. Modern medicine arguably began in Greece with Hypocrites: "Let your medicine be your food, and your food be your medicine." By identifying a few key dietary changes / lifestyle improvements, an effective course of treatment unfolds, free of charge and without any side-effects. The plan involves a two prong approach:

1. Exercise: most people sit at a desk or behind a steering wheel throughout the day with little or no exercise. However, recent peer-reviewed journal articles find that standing up and walking each hour, every hour, even for just a few minutes, is more effective than jogging a marathon and combats diabetes, obesity and other serious chronic diseases. By setting a computer or iPhone timer to 60 minute intervals, a brisk walk becomes a welcomed break in the daily routine.

2. Diet: by eliminating all forms of sugar from the diet including corn syrup and fructose, blood glucose levels can be much better regulated naturally, reducing inflammation, lowering insulin resistance and resetting the pancreas. In addition, veggie burgers, nuggets, bacon and patties have been improved in taste / quality so substantially, that meat can easily be eliminated from the diet by even the most ardent aficionado.

 

Eric Fier, CEO SilverCrest Metals & Chris Waltzek - November 19, 2015.

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Summary:

  • Eric Fier, President, CEO and Director of SilverCrest Metals, joins the show.
  • As a geological engineer and certified geologist, President Fier understands the mining business, from the ground up, literally.
  • SilverCrest Metals is a reset of the successful SilverCrest Mines, with the same management.
  • The solid management team is the hallmark of successful mining operations. The Sonora region is home to their flagship property.
  • CEO fier deploys a strategy to maximize shareholder wealth.
  • The Durango region is home to the Guadeloupe Property; initial results indicate solid gold and silver deposits.
  • The cutting edge 'phased approach', through starting operations in a small fashion, only expanding via cash flow is yielding a competitive edge.
  • Estimated year-end cash reserves of $7.5 million, suggests the operation is poised for solid growth over the next two years.

Eric Fier, President, CEO and Director of SilverCrest Metals, joins the show. As a geological engineer and certified geologist, President Fier literally understands the mining business, from the ground up. SilverCrest Metals is a reset of the successful SilverCrest Mines, with the same management team - the hallmark of successful mining operations. The Sonoran region is home to their flagship property, a remnant of the earlier success of SilverCrest Mines. CEO fier deploys a strategy to maximize shareholder wealth, by quickly testing and assessing the prospects of properties, minimizing time / resources expended while maximizing shareholder wealth. The Durango region is home to the Guadeloupe Property; initial results indicate solid gold and silver deposits. In addition, the application of the cutting edge phased approach, through small initial operations, only expanding via cash flow from the same project; the mine is gaining a competitive edge. With estimated year-end cash reserves of $7.5 million, the shares are poised for solid growth over the next two years, just as the PMs sector is expected to regain upward momentum.

 

Dr. Paul Craig Roberts & Chris Waltzek - November 18, 2015.

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Summary:

  • Dr. Paul Craig Roberts, Assistant Secretary of the Treasury for Economic Policy and editor / columnist for the Wall Street Journal / Business Week returns.
  • His work indicates a collapse of the national economic "House of cards," is imminent, no longer a question of if, but merely a matter of time.
  • A few leading banks carry more debt individually than the entire world's output: global GDP (GWP: $76 trillion), according to the World Bank.
  • In order to stop the doomed system falling into a deflationary sinkhole, interest rates have been held low to the detriment of retiree's.
  • Unlike all previous economic recoveries the latest has coincided with a declining labor force participation rate.
  • His work indicates that the gold market is rigged, to maintain US dollar hegemony.
  • Eventually the process will be reversed, resulting in much higher yellow metal prices.

Dr. Paul Craig Roberts, Assistant Secretary of the Treasury for Economic Policy and editor / columnist for the Wall Street Journal / Business Week returns to the show. His work indicates a collapse of the national economic "House of cards," is imminent, no longer a question of if, but merely a matter of time until the foundation crumbles. A few leading banks carry more debt individually than the entire world's output: global GDP (GWP: $76 trillion), according to the World Bank. In order to stop the doomed system falling into a deflationary sinkhole, interest rates have been held low to the detriment of retiree's dependent on interest income. Unlike all previous economic recoveries the latest has coincided with a declining labor force participation rate, indicative of a discrepancy between the reported positive employment numbers and reality. His work indicates that the gold market is rigged, to maintain US dollar hegemony. Eventually the process will be reversed, resulting in much higher yellow metal prices.

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