According
to
our
guest,
"Anytime
the
10
year
treasury
yield
approaches
the
S&P
dividend
yield..."
the
event
presents
a
serious
buying
opportunity
in
stocks.
Four
factors
could
lead
share
prices
higher
-
traditional
Labor
Day
buying.
September
window
dressing,
mid-October
earnings
reports
and
buying
in
November
ahead
of
the
holiday
/
January
effect.
A
few
of
our
guests
favorite
stocks
include
tech
giants
Nvidia
(NVDA);
Applied
Materials
(AMAT).
Shares
profiting
from
a
weaker
dollar
include
Ferrari
(RACE).
Navellier
&
Associates
are
monitoring
the
trade
deficit
-
if
the
deficit
continues
to
narrow,
it
could
result
in
a
3%
GDP
growth
rate.
The
recent
geopolitical
issues
with
N.K.
have
boosted
demand
for
the
yellow
metal.
Louis
Navellier
advocates
allocating
a
6-8%
core
position
in
gold
as
the
ideal
portfolio
balancing
investment.
Alternative
economist,
John
Williams
of
Shadowstats.com
discusses
the
increase
in
volatility
in
the
gold
market.
Our
guest
discounts
the
hawkish
talk
of
policymakers,
suggesting
that
the
Fed
could
unleash
a
new
round
of
quantitative
easing
(QE).
The
odds
of
a
lower
balance
sheet
are
overstated
amid
increasing
domestic
/
geopolitical
tensions
sending
the
gold
price,
skyward.
The
discussion
steers
to
Hurricane
Harvey
in
Houston,
a
similarly
devastating
storm
as
Katrina,
which
struck
the
Gulf
12
years
ago
to
the
day.
Officials
fear
rains
will
continue
to
pommel
the
Houston
area
as
Harvey
steers
towards
New
Orleans
(figure
1.1.).
The
economic
ramifications
could
extend
for
years
to
come.
The
interview
concludes
with
an
engaging
discussion
on
the
Bitcoin
/
crypto
markets
-
the
market
cap
continues
to
soar.
The
question
is
raised:
How
do
nearly
endless
supplies
of
fiat
currencies
survive
following
the
introduction
of
Bitcoin,
a
limited
/
instantaneous
digital
money?
Lloyd
Huang
is
an
electrical
engineer
who
facilitated
an
$8
billion
semiconductor
company
Semiconductor
Manufacturing
Int.
Inc,
(SMI)
an
NYSE
IPO.
Similar
to
a
reverse
mortgage,
SmartRE
(pronounced
smarter)
allows
homeowners
to
access
their
home
equity
without
going
into
debt.
Homeowners
access
equity
without
increased
interest
sensitivity,
in
essence
a
decentralized
reverse
mortgage.
Investors
with
as
little
as
$1
can
benefit
from
increases
in
home
prices.
Lloyd
Huang
makes
a
compelling
case
for
a
recession-proof
business
model.
Clients
have
at
least
51%
equity
accumulated
in
their
homes,
considerable
skin
in
the
game.
Please
Listen
Here
Dial-Up
Real
Audio
MP3
FAST
Download
Highest
Quality
Download
Right
click
above
&
"Save
Target
As..."
to
download.
To
learn
more
about
software
needed
to
play
the
above
formats,
please
visit
the
FAQ.
Guest
Biographies
Lloyd
Huang
SmartRE
Lloyd
Huang
is
the
cofounder
of
SmartRE
-
Fractional
Real
Estate
with
Customized
Insurance
in
Silicon
Valley,
a
fractional
real
estate
platform
whereby
US
homeowners
liquidate
a
portion
of
their
equity
without
debt
and
buyers
purchase
that
equity
at
a
low
price
threshold
due
to
tokenization.
In
addition,
he
worked
as
an
electrical
engineer
at
SMIC,
a
semiconductor
manufacturing
firm
that
raised
over
$8
billion
in
a
NYSE
IPO.
John
Williams
aka
Walter
J.
"John"
Williams
was
born
in
1949.
He
received
an
A.B.
in
Economics,
cum
laude,
from
Dartmouth
College
in
1971,
and
was
awarded
a
M.B.A.
from
Dartmouth's
Amos
Tuck
School
of
Business
Administration
in
1972,
where
he
was
named
an
Edward
Tuck
Scholar.
During
his
career
as
a
consulting
economist,
John
has
worked
with
individuals
as
well
as
Fortune
500
companies.
John
Williams'
Shadow
Government
Statistics
is
a
monthly
electronic
newsletter
that
exposes
and
analyzes
the
flaws
in
current
U.S.
government
data
and
reporting,
as
well
as
in
certain
private-sector
numbers.
It
also
looks
at
the
financial
markets
free
of
the
hype
so
often
put
forth
in
the
popular
financial
media.
Generally
published
on
the
second
Wednesday
of
the
month,
the
newsletter
is
supplemented
by
Flash
Updates
and
occasional
Alerts
that
highlight
unusual
developments.
Chairman/CEO/CIO
Louis
Navellier
is
Chairman
of
the
Board,
Chief
Executive
Officer,
and
Chief
Investment
Officer
of
Navellier
&
Associates,
Inc.,
located
in
Reno,
Nevada.
Mr.
Navellier
is
also
editor
of
four
leading
stock
advisory
newsletters:
Emerging
Growth,
Quantum
Growth,
Blue
Chip
Growth,
and
Global
Growth.
A
recognized
expert
in
translating
what
had
been
purely
academic
techniques
into
real
market
applications,
he
believes
that
disciplined,
quantitative
analysis
can
select
stocks
that
will
significantly
outperform
the
overall
market.
Mr.
Navellier
employs
a
three-step,
highly
disciplined,
bottom-up
stock
selection
process,
focusing
on
quantitative
analysis,
fundamental
analysis,
and
optimization
of
the
securities
selected
for
the
portfolio.
In
1980,
Mr.
Navellier
began
publishing
his
research
in
his
stock
advisory
newsletter,
the
MPT
Review.
Since
1987,
he
has
been
active
in
the
management
of
individual
portfolios,
mutual
funds,
and
institutional
portfolios.
A
charismatic
figure
with
a
reputation
for
solid
leadership,
Louis
Navellier
has
been
covered
by
a
wide
range
of
international
media.
In
addition
to
appearing
on
CNBC,
Bloomberg,
The
Nightly
Business
Report,
and
Wall
Street
Week,
he
has
been
featured
in
Barron's,
Forbes,
Fortune,
Investor's
Business
Daily,
Money,
Smart
Money,
and
The
Wall
Street
Journal.
Most
recently
he
was
profiled
in
Kenneth
A.
Stern's
book
Secrets
of
the
Investment
All-Stars
in
the
interview
"Louis
Navellier,
A
Man
Who
Has
Beat
Them
All."
He
is
also
featured
in
Alan
R.
Ackerman's
Investing
Under
Fire:
Winner
Strategies
from
the
Masters
for
Bulls,
Bears,
and
the
Bewildered.