David Lin
The Most Hated Assets And The Best Looking Chart Ive Ever Seen | Tavi Costa
updated
Matt Cole, CEO of Strive, discusses how investors can navigate a "global fiat debt crisis", and which Presidential candidate markets are pricing in now.
*This video was recorded on October 17, 2024
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0:00 - Intro
0:47 - Investment outlook
3:30 - Markets are pricing in this President
8:21 - CBDCs and crypto
11:38 - Debt crisis
14:00 - Rising deficits
16:00 - Strive breakdown
17:28 - Bullish tech sector
18:30 - Future of tech in U.S.
20:45 - DEI rollbacks
#stocks #investing #economy
Ted Oakley, Founder of Oxbow Advisors, discusses the major market shifts investors can expect in Q4, 2024, factoring in a Presidential Election, two wars that the U.S. is involved in, a Fed easing cycle, and what Oakley describes as an "extremely overvalued" stock market.
*This video was recorded on October 18, 2024
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00:00 - Record Stock Market Exposure
01:20 - Retail Sales & Inflation Concerns
03:40 - Rising Consumer Debt
05:01 - High Credit Card Rates
06:17 - Fed's Rate Mistakes
09:58 - Inflation Risk & Fed Cuts
12:05 - U.S. Debt Projections
14:05 - Boomers’ Market Exposure
16:38 - Global Conflicts & Market Shifts
18:19 - Real Assets vs. Financial Assets
25:11 - Fixed Income & Bonds Outlook
28:18 - Oil Investment Outlook
32:15 - Election Impact on Markets
36:06 - Market Complacency & Risk
#stocks #economy #investing
Watch the interview with Doomberg from April in which we discussed the worst case scenario for oil: youtu.be/MgNqa9l4xh0?si=5lyN2do01o4RatKV
*This video was recorded on October 17, 2024
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00:00 - Intro: Middle East Tensions and Oil
01:15 - Israel-Iran Conflict and Oil Supply
04:00 - October 1st: Geopolitical Game Changer
06:45 - OPEC's Oil Demand Forecast
08:30 - Strait of Hormuz and Oil Disruption Risk
10:00 - Market Reactions to Middle East Tensions
12:45 - Doomberg on Oil Demand Through 2030
15:30 - Energy Efficiency and Consumption
17:00 - Future of Power Sources: Gas, Nuclear, Renewables
19:00 - California’s Energy Crisis
25:00 - Conclusion: Global Energy Outlook
#economy #oil #investing
Willy Walker, CEO & Chairman of Walker & Dunlop, discusses the outlook for commercial real estate, interest rates, housing prices, and rent.
*This video was recorded on October 15, 2024
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00:00 - Intro: Commercial Real Estate in Distress?
01:06 - U.S. Commercial Real Estate: State of the Market
03:33 - The Federal Reserve's Rate Cut and Its Impact
06:16 - Sponsor: Caleb and Brown Crypto Brokerage
07:19 - Return to Office Trend
08:58 - Renting vs. Owning in Today's Market
11:17 - Housing Affordability: An Election Issue
13:19 - Increasing Supply for Housing Affordability
15:01 - Multifamily vs. Single-Family Home Trends
18:12 - The Impact of Housing on Inflation and Energy Policies
19:45 - Shelter Component of CPI and Rent Trends
21:21 - Pandemic Effects on Housing Supply and Demand
24:19 - Banking Liquidity and New Loans for Real Estate
26:09 - Office and Retail Space Outlook
29:00 - 30-Year Mortgage Rate Predictions
31:32 - Trapped Homeowners and Future Market Trends
33:13 - Consumer Confidence: Trump vs. Biden
34:20 - Trump vs. Harris on Immigration and Housing Demand
35:57 - The Role of GDP Growth and Tax Policy in Housing
36:45 - Closing Remarks
#realestate #housing #economy
*This video was recorded on October 16, 2024
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00:00 Israel Strikes Beirut
00:49 Hezbollah and Iran's Role
01:14 Israeli Invasion and Retaliation
01:43 UNIFIL's Mandate and Challenges
02:29 Hezbollah's Tactics and Impact
05:12 Israeli Defense Forces' Objectives
06:59 IDF's Limited Incursion
07:24 Comparing to 2006 Lebanon War
09:17 Hezbollah's Command and Control
10:20 Lebanese Armed Forces' Role
12:10 Civilian Casualties and Displacement
13:39 Israel's Strategic Objectives
16:45 Hezbollah’s Alliances and Operations
18:24 Human Shields and Warfare Tactics
19:39 Israel’s Long-Term Goals in Lebanon
21:37 Hezbollah's Ability to Hurt Israel
22:26 Iran's Role in Reconstituting Hezbollah
23:49 Strategic Evolution and Lebanon's Future
24:14 Conclusion
#geopolitics #israellebanonconflict #middleeast
*This video was recorded on October 9, 2024
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0:00 - Intro
0:22 - E.B. Tucker's Market Outlook
2:02 - Fed and Rate Cuts
3:44 - Recession or Market Panic?
5:51 - Fed Balance Sheet Growth
7:21 - Commodities Outlook
13:03 - Gold Mining Challenges
16:05 - Gold vs. Stocks
19:00 - US Economy and Mining
21:09 - Florida Real Estate Market
23:02 - Economic Panics
27:12 - 401K and Stock Market Impact
30:40 - Gold Outlook 2025
32:17 - US Election Impact
37:39 - Economic Downturn Triggers
40:47 - Tucker Letter & New Book Release
#investing #economy #stocks
Chris Vermeulen, Chief Market Strategist of The Technical Traders (thetechnicaltraders.com/davidlin) gives his year-end market forecast.
Watch Chris's last interview with me: youtu.be/c4n5GHpNDRs?si=Rh4AZM_CNHPUKmzX
*This video was recorded on October 15, 2024
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0:00 - New all-time highs
2:50 - Year-end target
9:45 - Market trends in Q4 2024
12:20 - Elections and markets
16:30 - Betting against the markets?
18:40 - Cusp of market hitting the top
19:20 - Gold and stocks
23:00 - Oil and stocks
27:00- Oil to breakdown
29:24 - Real estate
31:20 - Utilities
34:55 - Real estate as hedge?
40:50 - Asset Revesting
#stocks #trading #investing
Eric Jackson, CIO of EMJ Capital, discusses how conditions are ripe for an "everything rally" reminiscent of the bull rally of the early 1980s.
*This video was recorded on October 11, 2024
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0:00 - "Everything Rally" Is Here
3:13 - Comparing 1982 To Today
7:35 - Bond Yields And Stocks
10:52 - Fed 50 Bps Cuts During Crises
12:48 - What Is "Everything Rally"
14:20 - Conditions For Bull Run Today
17:32 - China's Stimulus
18:40 - Inflation Vs. Tech Stocks
22:00 - Stock Market Ex-Mag 7
26:20 - Capital Rotation Out Of Big Tech
27:45 - NVIDIA
29:20 - Tech Valuations
31:10 - What Could Turn Eric Bearish?
33:00 - Is Tech Recession-Proof?
#stocks #investing #economy
*This video was recorded on October 10, 2024
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00:00 - Introduction and Fiscal Projections
01:49 - Deficit Trends and Historical Comparisons
03:36 - Economic Recovery Amid Record Deficits
05:24 - Key Drivers of Debt and Deficit Growth
08:02 - Rising Interest Payments and Their Impact
10:27 - Sustainability of U.S. Fiscal Policies
12:05 - Inflation Risks from Growing Deficits
13:56 - Interaction Between Federal Reserve and Treasury
15:15 - Revenue Projections and Expiring Tax Cuts
18:35 - Financial Sector Risks
21:00 - Federal Deficits and Economic Growth
24:15 - Closing Remarks and Future Outlook
#economy #investing #economics
Bjarne Schieldrop, Chief Commodities Analyst at SEB, discusses the outlook for the energy sector, and a "worst-case" that could cause an oil market shock and send prices beyond $200 a barrel.
*This video was recorded on October 11, 2024
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00:00 - $350 Oil “Worst-Case” Scenario
02:02 - Strait of Hormuz’s Strategic Importance
04:07 - Alternative Pipelines and Strategic Reserves
05:18 - Iran-Israel Conflict Scenarios and Oil Impact
07:21 - Sponsor Message: Bitcoin IRA with iTrustCapital
08:03 - U.S. and China’s Role in Strait of Hormuz Crisis
09:18 - War's Influence on Oil Prices
11:25 - Impact of Retaliatory Strikes on Oil Refineries
12:59 - Global Oil Market's Ability to Adapt
15:17 - Geopolitical Risk Premium in Oil Prices
16:08 - Future Oil Supply and Demand Dynamics
18:01 - Emerging Markets’ Role in Oil Demand
19:17 - Long-Term Projections for Oil Prices
22:13 - OPEC's Strategy and Influence on Prices
24:44 - Finding the Long-Term Oil Price Balance
25:26 - The Economic Impact of High Oil Prices
26:08 - Conclusion and Guest’s Research Platform
#oil #investing #economy
Marko Papic, Chief Strategist of GeoMacro Strategy at BCA Research, discusses Israel's likely next retaliatory move against Iran, the economic ramifications of this attack, and the impact on the U.S. economy of the Presidential election outcome.
*This video was recorded on
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00:00 - Intro
03:20 - Why Israel Delays Retaliation
05:23 - U.S. Influence on Israel's Decisions
08:04 - Iran’s Military vs. Israel’s Limits
12:09 - Nuclear Threats: U.S. vs. Israel
15:52 - Iran’s Strategy with Arab Allies
17:47 - Strait of Hormuz and Oil Markets
20:14 - Putin’s Role and Russia’s Limits
22:38 - What If Israel Nukes Iran?
26:23 - Iran’s Nuclear Ambitions
29:10 - Trump vs. Harris on Foreign Policy
32:07 - Future U.S. Geopolitical Strategy
38:11 - Trump’s Tariff Strategy
42:42 - Market Risks if Trump Wins
44:05 - Outro and Conclusion
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#geopolitics #israel #economy
Shaun Rein, Founder of the China Market Research Group, discusses the recent China stimulus package, whether China can recover from deflation and the worst property market collapse in its history, and the future of political tensions between China and the U.S.
*This video was recorded on October 10, 2024
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0:00 - Intro
1:50 - “Nothing Going Right In China’s Economy”
5:52 - China’s stimulus explained
11:20 - Wealthy consumers
12:17 - Political tensions “wreaking havoc”
14:30 - Impact of tariffs
17:00 - Changing consumption trends
19:20 - Chinese investment in foreign markets
21:47 - Will China’s stimulus help real estate?
24:25 - China’s stock market outlook
29:44 - China’s stock market crash in 2014
31:45 - Is China turning into Japan?
35:00 - Future of U.S.-China relations
38:23 - Reunification of Taiwan
#china #economy #geopolitics
Jason Shapiro, Founder of Crowded Market Report, discusses the current market momentum, and the most "crowded" trades at the moment.
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*This video was recorded on October 10, 2024
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00:00 - Introduction and Market Sentiment
01:23 - China's Stimulus and Global Impact
03:39 - The Role of Central Banks in Stimulus
04:21 - Crypto IRA and Investment Strategy
05:07 - How China's Stimulus Affected Jason’s Trading
06:05 - The Ponzi Scheme of Stimulus
09:06 - Energy Prices and Inflation Predictions
10:35 - Geopolitical Tensions and Their Impact on Markets
11:29 - Why Jason Avoids Shorting at All-Time Highs
13:32 - Crowded Trades and Market Momentum
14:42 - Jason’s Take on Shorting the Russell Index
16:29 - Sector Performance and AI’s Role in Utilities
17:36 - Major Market Drop in August
19:35 - Jason’s Trading Strategy for Buying Dips
21:06 - Jason's Views on Gold
24:12 - Correlation Between Assets and Overcrowded Trades
25:12 - Bonds, Currency, and Metals
28:02 - Trading Tech Stocks Like Nvidia
30:58 - Economic Data and Trading Decisions
32:56 - Bullish Sentiment and Market Conditions
34:45 - Election Uncertainty and Market Impact
36:14 - Final Thoughts on Market Timing
38:42 - Where to Follow Jason Shapiro
#stocks #trading #economy
Danielle DiMartino Booth, CEO of QI Research, discusses the state of the economy, outlook for monetary policy, and major risks to the markets today.
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*This video was recorded on October 9, 2024
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0:00 - Intro
0:50 - Geopolitical risks
2:45 - Reaction to Fed’s 50 bps cut
5:20 - Labor market cooling
10:31 - Foreign workers
11:33 - Bankruptcy cycle
12:50 - Fed monetary policy outlook
14:40 - Welfare
17:30 - Widening deficit
20:35 - Banks’ unrealized losses
22:30 - Declining liquidity
26:00 - Soft vs. Hard landings
28:30 - Stocks vs. Yields
31:00 - Homes and natural disasters
32:10 - Major risks and asset allocation
35:47 - QI Research
#economy #investing #stocks
Darius Dale, Founder of 42 Macro, discusses what will happen to markets during a "Fourth Turning" and what investors can expect.
*This video was recorded on October 8, 2024
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00:00 - Intro & Market Overview
01:23 - Risk Factors for Markets
02:30 - U.S. Economic Resilience
03:50 - Liquidity & Fed’s Dovish Stance
05:00 - Trump vs. Harris: Impact on the Dollar
06:50 - Tariffs & Inflation: The Real Story
08:13 - Populism & Inflation Risks
10:00 - The Fourth Turning Explained
12:30 - Fiscal Support & Market Impact
16:00 - Medium-Term Bullish Outlook
18:20 - Geopolitical Conflicts & Market Response
23:50 - U.S. Liquidity Situation Deep Dive
29:30 - Bitcoin & Currency Debasement
38:30 - Bullish Sectors & S&P 500 Outlook
42:00 - Final Thoughts on the Fourth Turning
#economy #investing #stocks
*This video was recorded on October 8, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:50 - Did the Fed make a mistake?
3:17 - Global money supply
10:00 - China stimulus and commodities
16:40 - Bullish assets
18:09 - Steepening yield curve
25:40 - Non-growth fiscal spending
31:40 - Gold vs. Copper
40:10 - Mining stocks
#inflation #economy #investing
*This video was recorded on October 4, 2024
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0:00 - Intro
0:30 - Oil war
3:14 - Stock market outlook
7:30 - Monetary policy outlook
9:07 - Commodities
11:53 - Silver
21:20 - China stimulus
21:17 - Most bullish commodity
24:30 - Mining stocks
28:00 - Feneck Consulting
#stocks #economy #investing
#economy #stocks #investing
Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the labor market, oil spike, geopolitical tensions in the Middle East, China's stimulus package, and U.S. Presidential election odds.
Watch Doomberg's $200 oil call: youtu.be/MgNqa9l4xh0?si=DfJlzGulYSA3z2q-
Watch Prof. Hanke's reaction to the Fed's 50 Bps cut in September: youtu.be/5OH76PBYxIs?si=AJ08eojKdEAXnyTP
*This video was recorded on October 7, 2024
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0:00 - Intro
0:30 - Latest jobs report
6:23 - Wages and inflation
7:47 - Trump and labor market
10:50 - Immigration and economic impact
13:35 - Government jobs added
16:46 - Government spending as % of GDP
18:25 - China stimulus
23:00 - Oil and geopolitical tensions
27:15 - This would cause 'world depression'
28:55 - Presidential election odds
35:00 - Kamala Harris's economic plan
#economy #geopolitics #investing
Briton Hill, Managing Partner of Providence Capital Group, says that the housing market could remain "stuck" and in short supply for a number of years. Hill gives his outlook on home prices, mortgage rates, and stock markets.
*This video was recorded on October 4, 2024
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0:00 - Intro
0:40 - Housing market is "stuck"
2:30 - Housing shortage
3:14 - Bank losses
7:34 - Mortgage rates to stay high
10:15 - Buyers’ or sellers’ market?
12:52 - Capital borrowers’ profiles
15:17 - Lumber price
16:30 - Construction starts
18:22 - Housing affordability solutions
25:14 - Homebuilders’ priorities
26:15 - Stock market outlook
#stocks #realestate #investing
*This video was recorded on October 1, 2024
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0:00 -Intro
0:40 - Geopolitical risks
1:58 - VIX
3:56 - NVIDIA
7:55 - Tech industry 2000 vs. Now
9:50 - Another tech bubble burst?
12:10 - Future of AI
14:33 - Smart glasses
16:00 - Tech sector’s future
17:00 - Hedging against volatility
19:22- TSPY
#stocks #investing #tech
Michael Casey, Chair of the Decentralized AI Society (DAIS), discusses the threats that current AI advancements pose to humanity, and the steps that can be taken to mitigate these risks.
*This video was recorded on October 2, 2024
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0:00 - Intro
1:20 - AI sentience
2:30 - Next “stage” of AI
6:24 - Next steps for OpenAI
8:25 - AI’s threats to humanity
13:40 - Web3 and AI
15:55 - Next steps for Web3
21:25 - Deepfake protection
26:00 - ChatGPT4 “thinking” threats against humanity
28:0 - DAIS
#ai #technology #web3
The economy added far more jobs than expected last month. How will the Fed, markets react? Adrian Day, President of Adrian Day Asset Management, gives his outlook.
*This video was recorded on October 4, 2024
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0:00 - Intro
0:30 - Jobs report
1:20 - Fed is “not in a hurry”
2:43 - Economy not facing “downturn”?
4:36 - Oil vs recession, inflation
7:05 - Trump and inflation
10:00 - Harris and inflation
15:00 - Labor market and the Fed
20:00 - Yields and gold outlook
23:45 - Stimulus and inflation outlook
28:00 - Trump and rare Earth minerals
34:20- Most bullish commodities
26:14 - Gold vs. Miners
#economy #investing #stocks
Willem Middelkoop, Founder of the Commodity Discovery Fund, discusses the drivers of a return to "super inflation", more social unrest, and the dollar "endgame".
*This video was recorded on October 3, 2024
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0:00 - Intro
1:30 - Oil
3:00 - Monetary stimulus
7:38 - Middle East escalations
9:28 - ILA strike and inflation
12:28 - Commodities deflation
14:18 - Housing collapse
15:30 - Bullish commodities
18:24 - Trump and the dollar
21:30 - U.S. dollar "endgame"
25:27 - Trump and tariffs
#economy #investing #inflation
Eric Balchunus, Senior ETF Analyst at Bloomberg Intelligence and author of "The Bogle Effect", discusses which sectors will likely outperform during a Fed easing cycle, trends in the ETF industry and what they signal for markets, and
*This video was recorded on September 30, 2024
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0:00 - Intro
0:50 - Which sectors do well when Fed cuts rates?
4:00 - ARKK vs. NASDAQ
6:36 - Rising ETF AUM
10:20 - Will liquidity dry up?
12:40 - Active management vs ETFs
16:00 - New ETF trends
18:15 - Chinese government buying ETFs
20:45 - Fed to buy stock ETFs in next crisis?
23:19 - Bitcoin ETFs and trends
#investing #stocks #bitcoin
Shane Williams, President and CEO of West Red Lake Gold Mines (TSX-V:WRLG) called all-time highs in the gold price in 2024. Now, he has an new, updated target.
Watch Shane's last interview with me in April: youtu.be/DCTOuP1d-2k?si=fvfYP-mKsxhzfwRx
*This video was recorded on September 25, 2024
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0:00 - Gold price momentum recap
2:50 - Gold mining industry evolution
7:00 - Capital flowing back into the miners
8:40 - WRLG production timeline
11:47 - Major challenges in 2024 for WRLG
13:15 - Gold price rally and mining strategy
15:00 - Mining ETFs vs. Mining stocks
16:00 - Gold sector vs. Tech stocks
17:00 - Gold stocks vs. Gold bullion
19:24 - Recession and gold price
20:08 - $3,000 gold price target
21:55 - Institutional investors and gold
22:40 - Exploring for juniors vs seniors
23:55 - Lack of human capital in mining
23:50 - WRLG next steps
#investing #gold #stocks
Cameron Dawson, CIO of NewEdge Wealth, discusses the effects that the recent Fed rate cut will have on spending, market momentum trends, and preferred asset allocation in a Fed easing cycle.
*This video was recorded on September 30, 2024
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0:00 - Intro
0:50 - “Don’t fight the trend”
3:00 - Market momentum
5:30 - Fed vs Treasury on stimulus
11:55 - Inflation outlook
15:50 - Will we get deflation?
17:40 - Inflation post-2008 crisis
21:00 - Will Fed cut create recession?
24:30 - What would cause next recession?
27:30 - Defensive sector outperformance
32:30 - Unemployment to rise?
37:11 - China’s stimulus package
40:00 - Asset allocation preferences
#economy #stocks #investing
Brian Belski, Chief Investment Strategist of BMO Capital Markets, discusses the port worker strikes, escalating tensions in the Middle East, and where the S&P 500 going to close by year-end.
*This video was recorded on October 1, 2024
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0:00 - Intro
1:10 - ILA dock strikes
6:24 - Inflation outlook
8:40 - Crude oil
10:49 - Middle East tensions
13:30 - S&P 500 outlook
18:35 - Stock market valuations
20:30 - Sector preferences
24:34 - Canadian stock market
#economy #investing #stocks
This video is distributed on behalf of NexGold Mining Corp. (TXSV: NEXG | OTCQX: NXGCF)
*This video was recorded on September 28, 2024
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0:00 - Intro
1:00 - Gold price outlook
5:08 - Gold as money
7:00 - Gold confiscation
8:30 - Holding vs. Trading
9:50 - Inflation vs. Gold
12:00 - Gold price bottom
14:00 - Deficit outlook
17:00 - Declining fertility rate
20:10 - Dow to gold ratio
22:58 - Gold stock-flow ratio
26:00 - Institutional investors and gold
28:45 - Gold stocks vs. tech stocks
34:30 - Gold M&A cycles
36:20 - NexGold management team
41:30 - NexGold’s long-term strategy
#investing #mining #stocks
Gareth Soloway, Chief Market Strategist of Verified Investing.com, discusses the Fed's latest rate cut, and its impact on inflation, economic growth, and markets. Soloway updates his outlook on stocks, gold, Bitcoin.
*This video was recorded on September 30, 2024
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0:00 - Intro
0:40 - Market recap
2:10 - Declining corporate cash balance
6:06 - Financials sector
11:38 - Defensive sectors outperforming
16:30 - Fed monetary policy outlook
21:00 - Inflation outlook
23:20 - Gold
26:30 - “No landing” scenario
27:55 - S&P 500 outlook
29:30 - Hedging strategies
31:30 - China stimulus and stocks
35:20 - Bitcoin outlook
#economy #investing #trading
Jack Janasiewicz, portfolio manager at Natixis Investment Managers, discusses his outlook for equities, bonds, interest rates, and economic growth.
*This video was recorded on Sep 27, 2024
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0:00 - Intro
0:30 - Fed cut and market reaction
4:16 - Recession risks
7:45 - Sector outperformance
8:50 - 6,000 S&P 500?
10:13 - Money market funds
12:43 - Bonds outlook
16:05 - Small caps vs. Large caps
19:00 - 50 bps cut and recession
21:50 - Inflation and equities
23:45 - Longest bull market in history
#stocks #economy #investing
Jeffrey Christian, Managing Director of CPM Group, discusses the recent stimulus from China and its effects on global markets, commodities, and economic growth both in China and abroad.
*This video was recorded on September 25, 2024
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2024 Silver Market Outlook: youtu.be/AutbJDWZfr0?si=6ygjMXX8tD2lLnR9
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0:00 - Intro
1:00 - China stimulus
7:20 - Base metals and China
11:50 - Lithium
20:10 - Other industrial metals
21:00 - Gold price drivers
25:55 - $3,000 gold price outlook
27:00 - Inflation and gold
30:13 - Silver price outlook
#economy #investing #china
Watch the last interview with Gary Shilling: youtu.be/NMyMNJWrEes?si=EpefNy3-VHK6Ktos
Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
*This video was recorded on September 26, 2024
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0:00 - Intro
0:50 - Jobs market
3:26 - Fed's 50 bps rate cut
5:41 - Unemployment rate
9:48 - GDP revisions
11:45 - Fed funds rate projection
12:30 - Is economy repeating 2007, 2008?
16:38 - Outlook for earnings, stock markets
18:55 - "Shock" for economy
20:00 - Bond market outlook
21:20 - China stimulus
26:10 - Global central bank policies
27:33 - Asset allocation
31:08 - Bitcoin
32:50 - Gary Shilling & Co.
34:11 - Global growth
#economy #investing #stocks
Richard Wolff, Founder of Democracy At Work, discusses the risks that the recent escalates in the Middle East pose to the rest of the world.
*This video was recorded on September 25, 2024
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0:00 - Intro
1:20 - Hostilities between Israel and Lebanon
11:00 - Is Israel acting in self defence?
13:30 - How can U.S. intervene?
17:10 - Israel prepares to invade Lebanon?
22:30 - Comparison to past Israel-Lebanon wars
26:29 - Will Iran step in?
30:30 - French election
33:30 - ‘Powder keg that risks that engulfing the world’
39:35 - Declining empires
41:30 - The next global empire: China
44:20 - The UN
48:48 - How to avert global war
#economy #geopolitics #israellebanonconflict
This video was distributed on behalf of Radisson Mining Resources (TSXV: RDS | OTCQX: RMRDF)
*This video was recorded on September 24, 2024
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#mining #stocks #investing
Watch Allan's last interview with me: youtu.be/0yoPnWPduHo?si=vIC573kcafRP5Gxr
*This video was recorded on September 24, 2024
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Predicting the Next President: The Keys to the White House, 2024: amazon.ca/Predicting-Next-President-White-House/dp/B0D1MTSN7H/ref=sr_1_1?crid=2TP73DIT899QZ&dib=eyJ2IjoiMSJ9.cxJPdOLiq-RpVJstYn0AW7FNC0UV95nc5CxQCxYf2Fxh4EP5VhsMYm9Mj3GYx6THSYjLetu_uQ8eLIjBtaLuAeGxYNnBWwQ5YF6ZiY9s8oyOdkLe7FemdzZbR7KvTFf-OCjIcP-BimYIwrhseqfsxL9p-JOyMwoE5ngUPmSEIdvUJGl3utZ6hFaTeUsncy4IGXXnL2r3XzlxGteRTC40WRIaKgZjztyzytEMAxg1-whOfb1mltSLs94rXyqM7f2IS4w2TDWHK6kGh8RP8gXsNeQmBIL9nRTjEumpLZ1FmZo.eoKY1GJ19M2u6GY8DVEMS2dKSt4TEL4Om02_9t66yPw&dib_tag=se&keywords=allan+lichtman&qid=1720654643&sprefix=allan+lichtma%2Caps%2C89&sr=8-1
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0:00 - Intro
1:15 - Challenger charisma key
6:30 - Incumbent charisma key
9:40 - Policy change key
10:30 - Economy key
15:06 - Debates and election outcome
16:20 - Military success/failure key
17:41 - Keys not in favour of Democrats
18:24 - Final prediction for next President
20:33 - Changes to socioeconomic landscape
22:05 - What would change Lichtman’s mind?
#politics #election #economy
Chris Vermeulen, Chief Market Strategist of The Technical Traders (thetechnicaltraders.com/davidlin) updates his outlook following the Fed's 50 basis point cut, market momentum, and how he's positioned now.
Watch the last interview with Chris: youtu.be/b-4XzxfoFw8?si=5IIUjBL4SQTOBiiF
*This video was recorded on September 24, 204
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:00 - Fed 50 bps cut and market reaction
6:48 - Fed monetary policy outlook
11:56 - Industrials
13:53 - Which stock sectors do well during Fed easing
20:45 - S&P 500 key levels
26:40 - Contrarian trade
28:50 - Gold to pull back
32:40 - Real estate
34:30 - Mining sector
#stocks #economy #investing
*This video was recorded on September 19, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:30 - Pancotti's background
2:40: Most pressing economic problem
8:40 - Fiscal stimulus and inflation
11:40 - Kamala Harris and inflation
20:40 - Widening budget deficits
23:30 - Housing affordability
26:30 - Unrealized capital gains taxes
31:20 - Billionaire Minimum Tax
35:40 - Income redistribution
39:00 - Trade policies
#economy #economics #election
*This video was recorded on September 23, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
2:00 - Economic projections
6:15 - FOMC decision making process
9:50 - Data sources the Fed uses
12:00 - Fed funds rate projection
13:30 - Measures of inflation
17:00 - Long-term economic growth
17:45 - Soft landing in 2025?
19:10 - Neutral rate
21:53 - Recession outlook
24:20 - Senators urged Fed to cut by 75 bps
28:40 - Fed policy in 2022
31:25 - "Policy rate is too high"
33:00 - Central bank "cross-communication"
34:35 - How the Fed decided on a cut
36:18 - Risks to the economy
38:00 - Most memorable experience at the Fed
#economy #federalreserve
This video is distributed on behalf of Li-FT Power Ltd. (TSXV: LIFT | OTCQX: LIFFF )
*This video was recorded on September 18, 2024
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0:00 - Intro
1:00 - Why do we need lithium?
3:30 - Global lithium production
8:40 - Lithium price surge and collapse
13:30 - Lithium price outlook
17:40 - Canada's lithium production
18:53 - Li-FT Power deposits
21:00 - Canada-China trade war
22:30 - Inflation Reduction Act
23:35 - Miners partnering with EV companies
25:24 - Li-FT Power production ambitions
26:10 - Francis MacDonald's background
28:55 - Gold vs. lithium exploration
30:00 - Junior vs. senior mining exploration
#economy #electriccar #lithium
This video is distributed on behalf of Metalla Royalty (NYSE: MTA | TSX-V: MTA). Watch the interview with CEO Brett Heath: youtu.be/srT36HXSw0I?si=WPYj3E8lU2t_Uv5d
*This video was recorded on Saturday 16, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:20 - Dollar crisis
5:53 - Sovereign debt crisis
9:35 - Rising U.S. debt
9:30 - Dollar outlook
13:30 - Fed funding deficits?
18:45 - Causes of inflation
25:00 - Tariffs
27:35 - Anti-price gouging
30:18 - Inflation/interest rate outlook
33:00 - Gold and Bitcoin
42:00 - National security
45:00 - Recession signs
#economy #investing #stocks
Thomas Hayes, Managing Member of Great Hill Capital, called the Fed pivot in September. Now, he's revealing which assets and sectors are likely to produce "monstrous amounts of money" during an easing cycle.
Watch the last interview with Thomas Hayes: youtu.be/wxvvjL-6uXQ?si=sV5419cyk31Q81ki
*This video was recorded on September 20, 2024
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0:00 - Intro
1:00 - Market reaction to Fed cut
8:00 - More volatility up ahead?
12:47 - Election outcome and markets
14:50 - Capital gains taxes
18:05 - Tariffs and markets
20:15 - Election certainty
22:20 - Monstrous amounts of money made
24:15 - Consumer staples/discretionaries
26:25 - Fed funds rate outlook
29:42 - Bond market outlook
34:05 - Central bank divergences
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#investing #stocks #economy
Jim Thorne, Chief Market Strategist at Wellington-Altus Private Counsel, discusses his outlook for Fed monetary policy, market reaction to this week's 50 basis point rate cut, and impacts of deflationary forces in the economy.
Watch Jim's last interview with me: youtu.be/3-E7K73Q6Uc?si=q9rfcuGGPtc6-USM
*This video was recorded on September 19, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
2:30 - Are we in a financial crisis?
7:20 - Historic market reaction to a Fed pivot
10:20 - What markets are pricing in now
12:30 - Decade of low growth
14:52 - 2% Fed Funds rate by next year
20:00 - Bond market outlook
21:00 - Stagflation possibility
23:40 - Monetary policy mistake
25:20 - Bank of England rates
27:20 - U.S. dollar outlook
30:00 - Risks of deflation
31:48 - Is “cheap money” the norm?
34:40 - Investment implications
#economy #stocks #investing
Steve Hanke, Professor of Applied Economics at Johns Hopkins University, recaps the latest FOMC decision to cut the Fed Funds rate by 50 bps, what how this decision will affect inflation, economic growth, and the labor market.
*This video was recorded on September 18, 2024
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0:00 - Fed's 50 bps cut
1:00 - Will inflation reignite?
8:00 - Labor market
12:30 - Why 50 bps?
16:45 - Fed balance sheet
20:24 - Dot plots
22:30 - Senators urge 75 bps cut
30:00 - Era of cheap money?
33:20 - Bond yields and inflation
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#economy #investing #federalreserve
Patrick Boyle, Professor of Finance at King's College London and Queen University of London, and host of his YouTube channel "Patrick Boyle", discusses the deterioration of globalization, the rise of trade wars, and the problems that the world's second largest economy, China, faces.
*This video was recorded on September 17, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:10 - Patrick Boyle's career
2:50 - Hard or soft landing?
3:50 - How will markets react to Fed pivot?
7:10 - Asset allocation
11:04 - Bank of England rate cut expectation
13:51 - U.S. election and market response
15:50 - Tech layoffs
17:34 - China's economic slowdown
21:00 - China's population decline
22:39 - China's impact on global economies
23:40 - End of globalization
24:40 - Tariffs on cars
26:30 - Trading blocks
27:35 - Comparative advantage
30:25 - Protectionism vs. free trade
33:40 - Currency wars
36:20 - Declining fertility rates
38:30 - Inflation outlook
41:10 - European Union
43:00 - Future of media
#economy #china #investing
Neil Howe, Managing Director of Demography, Hedgeye Risk Management and author of "The Fourth Turning" series of books, discusses the rising chances of a "nullification crisis", and the scenarios in which this could lead to a civil war.
Watch my last interview with Neil: youtu.be/Vjn2d3dyvUk?si=Vf9RoqCBQxMT5BLm
*This video was recorded on September 12, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:40 - Is the "Fourth Turning" here?
6:10 - Neil's prior predictions that turned true
7:30 - Nullification crisis
17:30 - Path for succession of states
23:30 - Obstacles to civil war
31:20 - Road to world war
34:05 - Popular sentiment against wars
35:40 - Global war or civil war more likely?
44:52 - Is NATO still necessary?
49:00 - Investment implications for Fourth Turning
52:30 - Inflation hedges
56:10 - Economy under rise of millennials
#economics #demographics #investing
Gary Wagner, Editor of The Gold Forecast.com, discusses expectations for a Fed rate cut this week, as well as his gold price outlook.
*This video was recorded on September 16, 2024
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0:00 - Market performance recap
1:05 - Odds of a 50 bps rate cut
4:20 - Letter urging 75 bps rate cut
11:35 - State of economy
13:49 - Market reaction to rate cut
15:31 - Fed pivot and gold price
16:42 - $3,000 gold price timeline
18:50 - Bearish case for gold
21:45 - Gold vs. S&P 500
26:15 - Elliott Wave count for gold
28:45 - Last major gold bear cycle vs. now
31:15 - Gold vs. U.S. dollar
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#gold #federalreserve #economy
This video is distributed on behalf of Hertz Energy (CSE: HZ | OTCQB: HZLIF).
*This video was recorded on September 11, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - China's antimony export ban
7:13 - Hertz Energy
#investing #commodities #geopolitics
Bradley Tusk, Founder and CEO of venture capital firm Tusk Ventures, has backed some of the most successful tech companies today, including Ripple, Coinbase, and Lemonade. In this episode, Tusk discusses the impact a Fed pivot will have on tech, both on the public markets and venture capital side, the over-exuberance of AI-driven company valuations, and the future of voting in America.
*This video was recorded on September 11, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:25 - Fed pivot and tech sector
5:50 - Semiconductor companies and AI
7:23 - NASDAQ concentration risks
10:20 - AI applications
11:35 - "Unrealistic expectations" of AI
14:27 - Growing AI revenues
19:20 - Most successful startups
26:30 - VC trends
28:17 - Problems with voting at booth
33:00 - Voting with your phone
38:30 - Regulation with AI
40:30 - Singularity
42:15 - Future of crypto
#technology #investing #stocks
This video is distributed on behalf of Kootenay Silver (TSX.V:KTN | OTC: KOOYF). Learn more about Kootenay Silver here: kootenaysilver.com/. Watch the last interview with CEO Jim McDonald: youtu.be/1_0TAFWwjLU?si=ltpDIlbR-47o6ILA
*This video was recorded on September 13, 2024
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The Movie -Silver Sunrise http://www.silversunrise.tv
Movie trailer: youtu.be/nm26ZK551rI?feature=shared
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0:00 - Intro
1:00 - Gold vs silver
4:19 - Silver as industrial metal
7:30 - Gold as a barometer
8:30 - Stormy times ahead
11:20 - Bankruptcies
16:00 - Inflation outlook
21:40 - Increased deficit
24:10 - Federal reserve rate cut
27:00 - Capital flow shifts
29:46 - Dollar outlook
32:30 - New monetary system
33:30 - Why hasn't silver hit new highs?
36:50 - Industrial use case of silver
38:20 - Silver mining
40:00 - How money controls us
#economy #silver #gold