Stansberry Research
IMF Silently Creates New Money Layer, Why You Need to Leave the Banks: Willem Middelkoop
updated
But first, Dan and Corey discuss Ben & Jerry's recent tweet about "stolen Indigenous land," as well as the broader implications for businesses engaging in political activism. They explore the potential impact on market performance, consumer behavior, and the overall perception of companies like Target, Disney, Starbucks, Unilever, and Anheuser-Busch. (00:41)
Paul then joins the conversation to highlight his experiences at Bridgewater under billionaire investor Ray Dalio and share insights on the second-largest economy in the world, China. He says Chinese assets can offer positive expected returns and low correlation with other assets, which makes them attractive today. However, Paul draws from his experience with trading Russian assets to inform his views on China. He emphasizes that the future of both China and Russia remains uncertain. (19:40)
Lastly, Paul shares his insights on another potentially lucrative emerging market... Chile. Despite the challenges Chile faces due to political fluctuations, Paul explains how it remains an investable option for those seeking diversification. As global economic debates continue, it's crucial for investors to carefully evaluate the potential returns and risks of investing in emerging markets. (45:27)
#federalreserve #investing #inflation #usdollar
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Chapter stamps:
00:00 FedNow
3:00 Banks consolidation
7:22 De-dollarization
12:18 Politics and climate change
13:34 Greg’s final thoughts
#investing #federalreserve #gold #inflation
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Chapter stamps:
0:00 Inverted yield curve
5:40 Recession
11:13 Nasdaq and S&P 500
19:27 U.S. dollar
21:39 Commodities
Chris and Matt dive into their conversation by looking back at some stocks that have achieved this 100X goal in the past 30 years. They also talk about specific investment ideas they're watching right now. And Chris shares his top stock pick for the next decade. If you want to be among the few investors with a 100-bagger in their pocket, this is an episode you don't want to miss.
#investing #stockmarket #inflation #artificialintelligence
00:00 Chris Mayer Introduction
2:51 100 Baggers: Stocks That Return 100-to-1
6:07 What Triggers Chris to Sell?
8:46 What to Look for When Searching for 100 Baggers
10:57 How the Financial Media Hurts Investors
16:32 The Coffee Can Portfolio
18:28 Global Investing Opportunities
22:30 Specific Sectors Chris is Watching
24:34 Chris' Approach to Investing in AI
29:30 Chris' Shares His Top Investment for the Next Decade
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#investing #federalreserve #gold #inflation #ai #tesla #bitcoin
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Chapter stamps:
0:00 S&P and Nasdaq
4:37 AI momentum
6:37 Tesla stock
8:59 Elon Musk's Twitter
11:42 S&P outlook
13:08 Bitcoin
17:40 Gold price
21:00 FedNow
23:37 Gareth's pick
Dan and Corey kick off the podcast by discussing what they're bullish on – what they like, what they want to buy, and what they're buying. Corey expresses optimism in U.S. stocks, citing their recovery and global financial leadership as "the best house in a bad neighborhood." Dan shares his optimism for the housing sector, highlighting historically low inventory levels. (00:41)
Then, John joins the conversation to share his perspective on the possibility of beating the market and overcoming cognitive biases in investing. He brings up "the wise-man problem," referring to the cognitive bias that arises from an individual's belief that they have seen and understood all market situations based on past experiences. (19:41)
John challenges the belief that outperforming the market is impossible, citing the importance of understanding companies and long-term prospects. John emphasizes the need to align investments with financial goals and avoid short-term performance targets influenced by media hype. He believes a longer-term perspective is the key to gaining an edge as an individual investor. (39:23)
#investing #federalreserve #gold #dollar #inflation #jeromepowell
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Chapter stamps:
00:00 BlackRock bitcoin ETF
5:27 The future of bitcoin
9:34 FedNow
13:46 The lose of privacy
16:19 Fed and CBDC
18:38 De-dollarization
20:19 Gold
23:05 Bitcoin price
24:39 Equities
27:40 Final thoughts
Inflation and the Fed have been a huge driver for stocks. And that will continue to be the case for the remainder of 2023. But it's not just about inflation on the show... Matt also discusses the latest in tech stocks, the housing market, and what to watch in emerging markets. Matt covers a lot of ground during this episode. Be sure to tune in to his midyear recap now.
#inflation #investing #stockmarket #innovation #artificialintelligence
00:00 'Time Flies When Markets are Moving Higher'
3:35 Tesla vs. Meta vs. Nvidia
5:20 Latest Federal Reserve Comments
7:49 Does a Strong First Half Mean a Strong Second Half?
9:27 This Bull Market Isn't Over Yet
10:53 Good Things Happen 20% Off Lows
13:35 iShares Russell 2000 ETF
14:21 U.S. Recession Probability
16:36 U.S. Existing Home Sales
19:00 Number of Homes for Sale Drops
19:40 Global Supply Chain Pressure Index
20:18 Importance of "Truflation"
21:33 Purchasing Power of U.S. Consumer Dollar
23:30 Matt's Megatrends for the Second Half of 2023
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#investing #federalreserve #gold #dollar #inflation #jeromepowell
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Chapter stamps:
00:00 Powell's comments on raising rates
3:18 Gold price
4:53 Economy
5:24 Bitcoin
7:13 BlackRock bitcoin ETF
8:40 Outlook for bitcoin
9:14 FedNow
10:29 Precious metals sector
The robotics field is already crucial to most industries. And that's not going to change any time soon. So Matt discusses how robotics and AI will become a game changer in the future. And he shares some investment opportunities that are being created as a result.
#artificialintelligence #robotics #automation #investing
00:00 The Next Trillion-Dollar Megatrend
3:08 Future of Robotics and Autonomous in Businesses
8:18 ARK's Big Ideas of 2023
12:05 Improved Robot Performance since 2013
16:07 Deere & Company to Develop New Robotics and AI Products
18:43 Stocks Leading the Robotics and Automation Industry
19:07 ABBNY
20:10 KYCCF
20:46 ROK
21:17 PATH
22:00 FANUY
22:21 YASKY
22:41 SYM
23:52 ISRG
26:16 Year-to-Date Performance
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range of questions from their audience. They shed light on prevailing market sentiments and
offer valuable advice. But first, Dan debriefs Corey on his recent trip to Vail, Colorado for the
VALUEx conference.
The event, which was attended by 40 handpicked value investors, offered a unique space for
industry professionals to discuss investment strategies and exchange ideas. Dan notes a
trend among the participants. Despite the challenges the financial sector has faced in the
past year, these investors were focusing predominantly on financial investments,
particularly bank picks.
Then, Dan and Corey open up their mailbag to address various questions from frequent
correspondents, new listeners, and longtime Stansberry Alliance members.
This is a valuable conversation on investor sentiment that you won't want to miss. And it
even provides insights that will help guide investors seeking to navigate the ever-changing
financial landscape. Keep sending your thoughts and questions to
feedback@investorhour.com and let us know what's on your mind!
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#investing #deflationary #federalreserve #gold #dollar
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Chapter stamps:
00:00 FedNow and opportunities
11:10 FedNow and how it affects people’s life
13:18 Timing of FedNow
20:20 Forecast for bitcoin
22:31 Choke Operation 2.0
#investing #deflationary #federalreserve #gold #dollar
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Chapter stamps:
00:00 Stock market and tech stocks
1:58 Semiconductor industry and AI
3:30 Chaikin Money Flow Indicator
7:35 Stocks for retirees
8:30 The Fed and Jay Powell
10:11 The U.S. economy
11:26 Presidential election
12:30 US dollar and de-dollarization
Like the majority of Matt's podcasts, this episode is entirely unscripted. As a result, James and Matt venture into various topics ranging from personal investment strategies to innovation and genomics to some of the most important conversations happening in the investment world today. They also answer some of the biggest investment questions Matt gets regularly. This is one of Matt's best interviews this year, so tune in to watch now.
To hear more from James, visit his podcast at jamesaltuchershow.com and subscribe to his channel@jaltucher
#innovation #bitcoin #crypto #investing #inflation
00:00 James Altucher Introduction
2:44 James' Investing Influences
6:50 Ignoring the Headlines of Financial News
8:23 James' Entrepreneurial Sucess and Big Winners
13:13 Innovation Drives Investing and Returns
19:40 Recent Crypto News and Bitcoin's Rally to $30k
26:49 How Innovative Economies Benefit Long-term Investors
28:50 James' Investment to Own for the Next 10 Years
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#investing #deflationary #federalreserve #gold #dollar
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Chapter stamps:
00:00 Jay Powell’s comments
4:45 De-flation
7:19 Mild recession
8:13 Gold price
11:26 Demand of gold
12:54 Gold taking off
15:20 Status of US dollar
17:47 Geopolitical situations
19:09 Silver price
He starts things off with a discussion of the big question in the market... Is an AI bubble forming? He shares his thoughts and provides facts to help back up his theory. Matt also lists some of the biggest players in the AI space and has a little fun with ChatGPT. If you have any interest in AI and the investment opportunities it will create, this is an episode you don't want to miss
00:00 Historical Bubbles and Trends
4:23 "AI is not just a fad"
7:26 AI and Internet Trend Similarities
9:40 Major Winners That Have Had Pullbacks
13:14 "AI is a marathon, not a sprint."
15:40 The Case for AI as the Next Megatrend
21:06 The Risks and Concerns of AI
24:19 Chat GPT Walkthrough
27:13 AI Involvement in Multiple Sectors
30:00 Top AI Stocks
But first, Dan and Corey talk about the recent Federal Reserve meeting, the implications of the central bank's words and actions, and where they think the Fed will go from here. Dan and Corey both believe that in the near term, the market is telling us that we're coming to the end of the rate-hike cycle but "people just aren't buying it" yet. Since the stock market has been doing well these past couple of weeks, Dan thinks the Fed probably won't start cutting rates anytime soon. And because the unemployment rate is still near a record low, Dan and Corey argue that it's the only logical place to look when making a case for rate cuts.
Vitaliy then joins the conversation to share the origin of his vacation-style conference, VALUEx Vail... the screening process for attendees... and what Dan should expect while attending this week in Vail, Colorado. Afterward, they discuss the importance of constraints in life and how that relates to investing. Dan says...
"People are really creative when they are backed into a corner and they have a lot of constraints on them."
#silver #federalreserve #investing #investment #inflation #stockmarket #gold
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Chapter stamps:
00:00 Abaxx technologies listing
4:52 How can the current exchanges get better?
5:40 Abaxx metal price
7:17 Copper
8:23 LME halts nickel trading
9:40 Gold price
12:09 Commodities/energy
12:55 Silver
13:38 Carbon market
Believe it or not, there's massive upside potential in the farmland industry. And Artem and Matt set their sights on the opportunities currently available in the U.S. market. Like any investment, there's always some risk to consider. So Artem explains the potential downside to investing in this asset. But overall, there are many positives to owning farmland in the current environment. If you're interested in learning more about this unique asset class, tune in now.
Learn more about the one investment outperforming most major assets:
farmtogether.com
#farming #agriculture #investing #stockmarket
00:00 Artem Milinchuk Introduction
4:00 Global Value of Farmland Near $10 Trillion
4:52 Returns of Farmland the Past 30 Years
6:24 How Farmland Has Outperformed Major Asset Classes
8:55 How Volatile Is Farmland Investing?
10:08 Why Hasn't This Asset Class Taken Off?
12:01 Technological Advancements in Farmland
15:24 Current FarmTogether Deals
19:28 The Big Players in American Farmland Ownership
22:23 Potential Risks of Farmland Investing
26:36 Exit Strategies of Farmland Investing
27:56 Artem's One Investment For The Next 10 Years
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#cbdc #federalreserve #investing #investment #inflation #stockmarket
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Chapter stamps:
00:00 Fed meeting and what they will do next
2:47 Inflation
3:07 Recession
3:43 De-dollarization
5:24 BRICs
8:21 China wants to overtake the USD
9:20 Debt issue
11:46 Bill of rights
13:35 SEC and crypto
15:24 Sectors that Joel likes
17:24 Commodities
18:02 Bonds
18:22 Banks consolidations
18:51 Final thoughts
This trend has been in the news a lot lately. And it could be a game-changer for a wide variety of people. So Matt discusses some of the most prominent players in the space. And he highlights some smaller companies you may not be familiar with that are also working on related drugs. This is a must-watch show – whether you're simply invested in the stock market or interested in learning about what could be the most significant breakthrough in medicine in decades.
#medicine #weightloss #investing #stockmarket
00:00 - Obesity to Have the Biggest Breakthrough in Medicine
4:36 42% of Americans are Living with Obesity
6:37 Global Economic Impact of Obesity Will Reach $4.32 Trillion
10:30 Celebrity and Social Influence of Weight Loss Drugs
12:24 New Developments in Weight Loss Drugs
16:51 Novo Nordisk (NVO)
17:40 Obesity Durg Market Potential Breakouts
21:47 Eli Lilly Releases New Obesity Drug, Mounjaro
25:29 Pfizer Experimental Drug Developments
27:30 Viking Therapeutics (VKTX)
32:46 Structure Therapeutics (GPCR)
34:38 Zealand Pharma (ZLDPF)
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Dan and Corey begin the podcast by talking about cryptocurrency and the U.S. Securities and Exchange Commission ("SEC") recently filing lawsuits against both Coinbase Global and Binance. The SEC's motivation stems from the fact that these platforms have been offering securities without obtaining the necessary licenses. As Corey mentions, "Nobody has defined these things as securities yet, except the SEC believes that they are."
Enrique then joins the conversation to speak about his mosaic approach to investing. It involves piecing together a wide range of data points and perspectives to form a comprehensive view of a stock or the overall market.
Dan and Enrique later discuss the role technology has played in the maturation and evolution of both the asset-management and newsletter industries. Enrique posits that technology integration has transformed these sectors and enabled greater access to information, sophisticated analysis, and enhanced communication channels.
The discussion then shifts to the ongoing debate between value and growth investing. Enrique asserts that finding companies with the potential to increase their value is the ultimate driver of investment success, but investors need to be "optimistic" with discipline. He argues that regardless of whether one follows a quantitative or qualitative approach, identifying companies with substantial value growth potential offers a logical path to financial success.
Lastly, Enrique shifts to talking about a huge bet on banks. He believes that the bank failures provided a large lesson in human psychology, politics, and how the world really works. To hear his full breakdown and analysis, check out the podcast now.
#cbdc #federalreserve #investing #investment #inflation #stockmarket
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Chapter stamps:
00:00 Yellen’s comments on banks consolidation
04:13 Fed meeting
6:34 CBDC
7:52 Why is CBDC so terrifying?
9:11 New financial system
10:33 Aliens
12:59 Sectors that Edward likes
13:58 De-dollarization
15:10 RFK Jr.
#investing #inflation #investment #binance #SEC #coinbase #gold #cbdc
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Chapter stamps:
00:00 Debt ceiling
3:54 More treasuries in the system
5:17 Fed meeting
6:03 Yellen’s comments on bank consolidation
9:58 End of the current system
11:38 SEC’s crackdown on crypto
13:09 Bigger crisis
13L42 Gold price
15:01 Central bank gold purchases
Greg is a technical trader who has been investing in the market for almost two decades now. So Matt asks Greg what he's paying attention to for the rest of the year. They cover nearly every topic out there right now – from artificial intelligence to Tesla (TSLA) and even some niches that have broken out this week. Don't wait to get the latest insights from a trader who's beating the crazy market right now.
Start your Ten Stock Trader subscription with Greg today:
stansberryresearch.com/products/ten-stock-trader
#artificialintelligence #bitcoin #gold #tesla
00:00 Will the Current Rally in the Markets Continue?
3:58 7 Stocks Command 90% of the S&P 500
7:29 Could This Be The AI Bubble?
11:07 Greg's Recent Semiconductor Trades
12:30 "Tesla Can Hit $800 a Share Within Three Years"
14:50 Pros and Cons of Green Energy
16:38 Hypocracy in the Markets and Media
19:49 Implications of the Ongoing SEC Lawsuits
21:31 Can Regional Banks Make a Comeback?
23:34 Opportunities in Copper and Gold Stocks
28:09 Greg's Investment to Own the Next 10-Years
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#investing #inflation #investment #binance #SEC #coinbase #bitcoin #crypto
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Chapter stamps:
00:00 Kevin’s thoughts on the latest SEC allegations
3:08 Coinbase’s defense
5:41 Timing of the allegation
7:25 Mark Cuban’s tweet
8:40 Advice for investors
10:12 Bitcoin price in the future
11:16 Kevin’s thoughts on CZ
15:42 Kevin’s thoughts on PGA deal
But first, Dan and Corey discuss the recent impressive U.S. employment numbers and their potential impact on interest rates. According to Dan, "It ain't looking like a recession anymore." After that, Dan and Corey examine the burgeoning artificial-intelligence ("AI") bubble – highlighting Nvidia's recent run, its continued growth, and its varying effects on different professions and sectors.
Then, Jeff joins the conversation to talk about his unique approach to speculation. Jeff shares his belief that the financial markets are facing a significant problem and are on the verge of a substantial decline in asset valuations. However, amid this cautionary note, Jeff highlights the potential for exceptional growth in speculative natural resource stocks. He thinks they're a promising investment in an otherwise uncertain market landscape...
Matt starts off by discussing the latest action in Apple. But then, he focuses on the biggest news. The SEC has sued Coinbase – the well-known and incredibly popular U.S. cryptocurrency exchange. So what does this mean for the future of cryptos, bitcoin (BTC), and U.S. investing in general? You'll have to tune in to find out.
#crypto #bitcoin #investing
00:00 SEC Filing Against Coinbase
3:07 Apple's Recent Moves
6:35 Apple (AAPL) Stock Pulling Back
7:27 Apple vs. S&P 500 since 2014
8:04 Historic Pullbacks of Apple since 2008
9:01 Impact on Bitcoin From SEC News
11:04 "The rules as to what is a security are not clear."
12:28 Binance Comingled Customer Funds and Company Revenue
14:06 Difference Between Binance and Coinbase Suits
19:31 Hypocrisy of US Government With Crypto Regulation
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#investing #inflation #investment #federalreserve #gold #silver #preciousmetals
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Chapter stamps:
00:00 Gold/silver Fed meeting
3:51 Gold’s $2,000 price mark
5:44 Buying opportunities for gold/silver
6:37 Central banks buying gold
9:17 Silver premiums
10:42 Gold premiums
11:42 Platinum demand
13:15 Mark's favorite precious metal
#investing #inflation #investment #federalreserve #banking
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Chapter stamps:
00:00 Banking Crisis
7:48 Interest Rates
11:05 Robert Kennedy Jr
12:30 John Connally
17:02 Central Bank Digital Currencies
20:11 de-dollarization
22:30 Where can we live?
23:37 Gerald picked Kingston, New York
27:36 Gerald’s early political career
34:00 Gift giving
34:40 Gerald cooking
Lyn isn't shy about sharing her view on the aftereffects of the debt-ceiling deal. In the short term, it's not pretty... Lyn details how such an agreement could lead to liquidity issues in stocks. If that's the case, it could result in a ripple effect that would roil the markets for six to 12 months. Then, Lyn shares her three pillars for building a portfolio, discussing everything from technology and the recent rally in AI stocks to the latest trends in energy and copper prices.
#investing #federalreserve #gold #bitcoin #artificialintelligence
00:00 Lyn Alden Introduction
2:55 What Happens After Debt-Ceiling Deal is Signed?
9:02 How Long Will the Liquidity Issue Last?
10:28 Lyn's Three Pillars for Building a Portfolio
15:57 Gold vs. Bitcoin
20:27 Will the AI Bubble Burst?
23:47 Adobe (ADBE)
26:43 What Sectors Won't Be Disrupted by AI?
30:07 Intersection Between AI and Crypto
33:17 Lyn's Investment to Own for the Next 10-Years
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#investing #gold #silver #federalreserve #inflation #stockmarket
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Chapter stamps:
00:00 John’s take on the gold price
3:34 What’s so significant about gold behaving this way now?
6:08 Fed and gold
7:19 Mining stocks
7:38 Top 10 lists
9:27 New presidential candidates support bitcoin
11:45 CBDCs
13:09 De-dollarization
14:04 U.S. dollar
15:00 Europe and Germany recession
15:40 Turkey sold off gold
16:33 Silver
Matt also shares how this news has impacted the overall market recently, as several major indexes broke out this morning on the positive outlook out of Washington, D.C. Then, he dives into the latest in the artificial-intelligence space and uncovers one niche within the sector that's being ignored right now. Tune in to hear all the details.
#debtceiling #debt #investing #federalreserve #stocks #artificialintelligence
Chapter stamps:
00:00 Overview of stock market
5:47 Bonds versus equities
8:19 S&P 500 top 2 holdings
14:00 Debt ceiling
17:51 SoFi Technologies (SOFI)
18:39 Equitrans Midstream (ETRN)
21:22 Nvidia (NVDA)
22:09 Microsoft and ChatGPT
26:08 Digital Reality Trust (DLR)
27:31 Equinox (EQIX)
29:35 DigitalBridge Group (DBRG)
31:18 Iron Mountain Incorporated (IRM)
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Dan and Corey begin the episode by talking about chipmaker Nvidia. Its recent earnings report sent shares soaring and prompted one of the biggest moves in U.S. stock market history by market cap. Part of the reason for that big move was the company projecting a huge increase in sales next quarter. The chips that Nvidia makes will help with the coming artificial-intelligence revolution, so investors are buying in hand over fist. However, Dan and Corey question whether the company is worth these high valuations.
Alf then joins the conversation to discuss the debt ceiling. He predicts that U.S. politicians will probably reach a deal to raise it... but he also analyzes the magnitude and severity of damage to economic growth that a default would bring. Alf further explains that he believes Republican Party members are using time to their advantage to try to get the best out of the deal, since the Democrats took more time to start negotiations. Regardless of what happens with the deal, he warns...
Investors must always have attackers and defenders in their portfolio.
Next, Alf mentions the Federal Reserve's aggressive rate hikes and how those have caused U.S. stocks to remain relatively expensive. But even with this poor outlook for U.S. stocks, he points out that you can still find "attackers" in Japanese stocks. With the country's nominal growth picking up, wages rising over 4%, and the new Bank of Japan governor not rushing to raise interest rates, Japanese equities are reasonably valued and poised for growth.
Lastly, Alf and Dan revisit March's banking meltdown. Alf notes that loose regulations led to terrible risk management, but he argues that the rest of the banking industry will not be affected much. Now, though, the second part of the problem is exposure to commercial real estate, credit quality, and the asset quality of bank loans. In short, the banking system is deteriorating. Tune in to hear Alf and Dan's take on what's coming next so you can prepare yourself for this slow-moving train wreck.
#federalreserve #interestrates #investing #investment #debt #debtceiling
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Chapter stamps:
00:00 Debt ceiling crisis
5:08 How much worse can it get?
5:52 Growing power of the BRICs
7:27 Inflation
9:40 Banking crisis
11:02 Fed’s next move
13:01 Market
16:34 Europe recession crisis
17:49 ChatGPT and AI
20:43 DeSantis
Matt picks Jim’s brain on everything going on in the financial industry. Jim points out that some key headlines are misleading – and explains why he believes the carnage isn’t over yet. But that’s not all. They also talk about the Fed, gold, and the crypto market. Matt and Jim don’t agree on everything... But it’s always good to hear opposing viewpoints on the market.
#investing #gold #bitcoin #federalreserve #market
Chapter stamps:
00:00 Recap of banking crisis
14:29 Large banks v.s. smaller banks
16:33 Gold/silver
19:21 Reserve currency v.s. payment currency
28:15 Bitcoin
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#federalreserve #cbdc #investing #investment #cashless #gold
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Chapter stamps:
00:00 Griffin’s thoughts the Fed
2:42 Regional bank crisis
6:47 CBDCs
7:39 De-dollarization
9:08 U.S. government’s stance on dollar
10:31 DeSantis banning CBDCs
11:37 Fed illegal issued CBDCs
13:19 Griffin’s thoughts on inflation
15:16 The Great Reset
15:33 How does Griffin protect his wealth?
17:31 Crypto
18:20 New system
20:47 Mass education
22:27 Griffin’s secret health tips
23:11 Griffin’s final thoughts
And that's no surprise. It has been one of the hottest trends of the year.
Of course, this technology is still in the very early stages of a long-term, world-changing trend... which the AI bulls, myself included, understand. But the AI naysayers aren't so sure.
In fact, many of them are already throwing around the term "bubble." And they're wondering when it might burst.
On today's episode of Making Money With Matt McCall, Matt discusses all things AI. He dives into some of the big projections surrounding the AI trend right now... and talks about where it could lead the industry in the future.
#ai #pharmaceutical #investing #inflation #investment
Chapter stamps:
00:00 S&P 500 chart
6:13 Invesco QQQ
7:44 AI and GPT
13:33 AI and creativity
15:43 AI and drug discoveries
18:39 Recursion Pharmaceuticals
23:08 Exscientia
23:57 Recursion pharmaceuticals
24:19 Takeda Pharmaceutical
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Dan and Corey start off by talking about how economists have continued to call for a recession in the coming three months... for the past nine months. With consumer spending growing, gross domestic product ("GDP") rising, and the housing market looking better, the two discuss the possibility that we're already in a recession... and question whether we need to reevaluate the criteria for a recession. Dan notes that despite two consecutive quarters of negative GDP – the textbook definition of a recession – an official recession has still not been called.
John and Garrett then join the conversation to discuss the recent run on banks. Garrett notes that the federal-funds rate is too high. With the economy slowing down, he says that the Federal Reserve will have to start cutting rates soon. Plus, if the government raises the debt ceiling, the Fed's balance sheet will continue higher. This will be a good thing for gold. As Garrett explains...
A banker's best friend is a shareholder's worst enemy.
The conversation then shifts to John's gold stock portfolio. He mentions that he only looks for companies that have already completed a feasibility study or are already in the production stage. John points out that the gold companies in his portfolio are all at different stages in the process. He also warns that there could be a two- to three-year period after the feasibility study where nothing exciting happens to the stock. Adding to that, Garrett emphasizes that when looking at gold companies, it's imperative to analyze how the company is being managed. That way, you can make sure it's generating good shareholder value.
Lastly, Garrett and John argue that royalty companies are structured to get lucky... by locking in costs. The companies do this so that as the price of gold rises, they can continue expanding. As long as one of its 100 mines does well, a royalty company will thrive. Royalty stocks certainly have their benefits in comparison with mining stocks. But as John and Garrett discuss, mining stocks are also extremely leveraged.
#cashless #federalreserve #CBDC #bankingcrisis #investing
#cbdc #federalreserve #gold #stockmarket #investing #inflation
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Chapter stamps:
00:00 The end of regional banks
10:26 De-dollarization
13:45 Countries dump dollars
18:15 Why does the U.S. let this happen?
20:14 Gold
26:10 Silver premium
28:50 Final takeaway
They also discuss the current banking issues... the Federal Reserve... and interest rates. And they swap some real-life stories to impart some wisdom to viewers. Mistakes happen in life. But you should never be afraid to recognize failure... and learn from it. Don't wait to tune in.
#bitcoin #federalreserve #banking #investing
00:00 'Health is Wealth'
8:57 Recognize, Admit, Learn & Forget
10:50 Performance of Bitcoin YTD
13:17 Latest in Banking Crisis
16:06 Historical Examples of Bank Runs
19:09 Long-Term Implications for Crypto
25:14 The 'Three Buckets' to Successful Investing
28:50 Why Were Still in the Early Stages of Digital Assets
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#cbdc #federalreserve #gold #stockmarket #investing #inflation
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Chapter stamps:
00:00 Regional Banks
11:51 Big Banks
14:26 CBDCS
16:17 De-Dollarization
20:46 BRICs as rising power
25:41 How can investors protect their wealth?
27:19 Recession
28:21 "Are you buying gold?"
30:40 "What is your strategy?"
32:50 Bitcoin
35:00 Real Estate
36:25 Island Life
38:00 Top 3 Cities
39:00 outro
Matt starts off by discussing the latest news in inflation and how to play it in the future. Then, he dives into his four other investment themes –small caps, emerging markets, farmland, and one niche investment that's currently upending the healthcare sector. Get ready to kick off the second half of 2023 with these five unique investments.
#inflation #healthcare #investing
00:00 CPI Fell to 4.9% in April
3:06 Inflation Will Continue to Come Down
9:29 Opportunities in Small-cap Stocks
12:41 Emerging Markets to Bounce Back in 2023
16:16 Investing in US Farmland
20:31 The Fight Against Obesity
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#cbdc #federalreserve #gold #stockmarket #investing #inflation
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Chapter stamps:
00:00 Debt ceiling
4:07 Central bank digital currency
9:25 Fed and the stock market
10:55 Gold
11:36 Equity market
12:02 Final thoughts
But first, Dan and Corey address the unique challenges the housing market is facing right now... particularly how homeowners are holding on to their properties due to historically low mortgage rates. While advantageous for homeowners, this trend has reduced housing supply and subsequently driven prices upward.
Bob Elliott then joins the conversation to provide his insights on the current state of the Consumer Price Index. He highlights the underlying inflation in the economy, which is closely tied to wages and service prices, resulting in a stable inflation rate of 5%. He explains...
"Once we started to get a flattening out of oil prices... and used auto prices... those going from falling to flat has a positive pressure on inflation."
Bob also delves into the gradual nature of housing cycles and the dynamics of the housing market throughout and following the pandemic.
"That's the nature of these cycles... They don't progress rapidly. They aren't the kind of force that will drastically alter the Federal Reserve's outlook within the next three months."
Bob explains that numerous structural and tactical factors influence these cycles. However, as input costs decrease, construction activity is expected to increase, which will eventually stimulate economic growth.
#oil #naturalgas #energy #european #investing #bitcoin
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Chapter stamps:
00:00 European’s energy crisis
3:43 Sources of energy for Europe
6:21 Which country steps up the most to find solutions?
9:36 Landscape of the European energy crisis
13:20 Emerging countries
14:25 Oil prices
16:00 Oil and gas for America
16:50 Payments for oil
18:37 How should investors prepare?