Find out what some of the best minds in the investing business are thinking about ways to create and protect wealth. Hear about strategies that experts believe have the potential to beat the market in the current investing environment.
U.S. Inflation Hits 7%, and HSBC Issues Dire Warning--Here's Why
December’s Consumer Price Index (CPI) rose by 7% year-over-year, the biggest jump since 1982. And even worse supply chain disruptions may be on the horizon if Omicron sweeps through Asia and prompts more lockdowns across China. HSBC warns that disruptions to manufacturing are inevitable, and the world could be headed for the “mother of all” supply chain bottlenecks. 42 Macro founder and CEO Darius Dale discusses what to look out for and how best to prepare. Interviewed by Alfonso Peccatiello. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/33b0EFz
Navigating Omicron: Will the Market Comeback Last?
Tech stocks are making a comeback today and oil is up over 4%, easing Omicron fears, but can it last? Pfizer CEO Albert Bourla said that while the Omicron variant appears mild, its lightning-speed spreadability could lead to even more mutations. Bitcoin has recovered and is risk-on. Tony Greer joins us for another TG Tuesday to discuss stocks, oil, Bitcoin, and how to navigate Powell and the taper. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3pEs4el
How Do You Protect Your Assets in a New World Order of Globalization?
Warren Pies, the founder of 3Fourteen Research, believes we need to prepare ourselves for a New World Order of Globalization. “We did not think the next 25 years were likely to resemble the last 25 years,” he says and adds that the movement between stocks and bonds is going to change. Pies believes also that globalization forever changed asset correlation and that Bitcoin is not a competition to the US dollar but instead it competes with gold. In the interview, Pies also talks about structural inflation and why a protectionist outlook has led to increasing prices of durable goods and major problems with global supply chains. Pies looks back at 1998 when globalization first made headwinds as China became a major manufacturer of the world, leading to structural secular deflation and removing the inflationary pressures between stocks and bonds. Pies gives his take on how investors should position their portfolios in this tumultuous macro environment. Interviewed by Maggie Lake on October 29th, 2021.
“Cap Day” is just around the corner. Coined by Russell Napier, investment strategist at Orlock Advisors, "Cap Day" is his thesis in which large financial institutions will be forced to buy debt and liquidate equities, driving down the equities market. Napier and Brent Johnson, CEO of Santiago Capital, discuss the inflationary narrative in an era of global financial repression and interest rate rises. The pair examine potential government inflationary policies as a means to cope with deflationary pressures and the rise of value stocks as inflation dampens asset allocation. Recorded on October 14, 2021. To watch their previous interview together from November 2020, click here: https://rvtv.io/35pPc7o To find out more about Napier’s course, click here: http://www.didaskoeducation.org. For Napier’s latest book, The Asian Financial Crisis, click here: https://rvtv.io/3vXgq0H. To find out more about Napier’s course, click here: www.didaskoeducation.org. For Napier’s latest book, The Asian Financial Crisis, click here: https://rvtv.io/3vXgq0H.
Tipping the Scale: Shortcomings of the Labor Market
Has economic recovery hit an air pocket? The "Bond King" Steven Van Metre, president of Steven Van Metre Financial, sits down with 42 Macro CEO and founder Darius Dale to lay out key macro drivers in the labor markets and the inflation story. Examining key trends in job growth and economic stimulus, the pair paint a bleak picture on the supply and demand of labor in the U.S.: boundless job openings, anemic spending, and supply chain bottlenecks. Halloween isn’t the only thing spooking the markets — with firm inflation broadening out to goods and services inflation, the looming question remains: is inflation here to stay? Van Metre makes key predictions on how markets will react to the unfolding macro regime. Filmed on October 19, 2021.
The Real Lessons from the 1970s We Should be Applying Today
“The story we tell ourselves about the 1970s has almost no resemblance to reality.” That’s what Mike Green and his guest Skanda Amarnath discuss in this fascinating and enlightening interview. Amarnath is a former hedge fund researcher and Fed employee who is now Executive Director of Employ America — he says the belief that the Fed has ultimate control over the economy just by changing interest rates is naive. Mike and Skanda dive deep into the history of US economic policy and look at the lessons we can learn that will have you re-thinking both the 1970s inflation story and the mainstream ideas behind the Fed's monetary policy. Filmed on October 15, 2021.
Is a global systemic banking crisis looming? Emil Kalinowski, host of Eurodollar University, provides color on several countries that have tripped the financial crisis circuit. Using BIS data and his own research, Kalinowski explains why a massive deleveraging campaign in countries’ private debt sectors is needed to avoid a “Fourth Turning” era of destruction in the global economy. Despite crisis indicators arising in several highly stable and developed countries, the BIS data provides a starting point to outline the warning signs of when global household sectors and debt servicing ratios go haywire. Interviewed by Maggie Lake on October 4, 2021.
INK Ultra Money Free: Today, we look at a name that once again made our INK Edge Top 30 Energy list. This small cap oil & gas stock is up more than 700% over the past year. Despite the rally, this Alberta junior producer still appears to have bright days ahead. Join us as we let the insiders guide us to opportunity this fall.