Friday, December 26, 2014

Dr. Ron Paul, Professor Laurence Kotlikoff, David Morgan and Bob Hoye

December 26, 2014

Featured Guests
Dr. Ron Paul, Professor Laurence Kotlikoff, David Morgan & Bob Hoye
(guests ordered by seniority)
Please listen here:

Dr. Ron Paul - Summary:
  • Dr. Paul shares his views on gold repatriation, examining the question: "Is the gold stockpile at Fort Knox / West Point / NY Fed still there and is it unencumbered?"
  • China is home to not only the world's largest economy but unlike most of its peers (excluding Russia), continues to accumulate gold, not lease it.
  • Why didn't the Bundesbank and it's people protest when the Fed balked on returning their gold, just as a new potential threat emerged in Ukraine? Dr. Paul examines alternative hypotheses and concludes that global / domestic debt is the true culprit threatening every global inhabitant.
  • As a student of the Austrian school of economics, Dr. Paul is convinced that silver and gold are essential components to every portfolio, an opportunity to dollar cost average into solid insurance against imminent financial turmoil.
  • Dr. Paul is monitoring the Ebola threat with a weary eye, suspicious of sending 3,000 of our honorable soldiers into a biological hot-zone.
Prof. Kotlikoff - Summary:
  • Dr. Kotlikoff says that every investor must own precious metals, given that the national debt is 13 times bigger than the official number, about $200+ trillion when unfunded liabilities are included.
  • Officials take money from youth in the form of taxes for future benefit, yet the tax money won't be returned in real dollars, but instead in deflated dollars.
  • Unfortunately, the US may be facing an economic fate as severe as that of Detroit.
  • SOLUTION: eliminate corporate taxes to encourage savings and capital investment.
  • Otherwise, the US could enter an economic quagmire similar to that of Argentina.
Bob Hoye - Summary:
  • Bob Hoye thinks widening credit spreads suggests a repeat of the 2007 credit contraction is imminent, resulting in a cyclical top in the stock market.
  • Key Takeaway: The Gold / Commodity ratio bottomed in June and continues to trend higher, suggesting that precious metals miners will soon benefit from the sea change.
  • Gold has become so affordable, that some miners (source: Bloomberg report) are finding profits as scarce as 20 lbs. gold nuggets, making a rally virtually inevitable.
  • The host offers a bond fund recommended by Zack's rating service with potential for an impressive rally with nearly a 9% coupon / dividend yield.
  • Russia's gold miners are suffering from recent sanctions from the West, their Central Bank is buying up most of their output, reducing global supply and increasing demand.
  • Bob and the host remember fallen veterans on Veteran's Day / Remembrance day, discussing the significance of the allied intelligence efforts at Bletchley Park as well as on the East Coast, US.
David Morgan - Summary:
  • Approximately 4,000 paper / fiat currencies (99.9%) have failed in human history - the Greenback / Euro / Yen will follow suit.
  • The average length of a fiat currency is forty years; a crisis imminent.
  • David Morgan proposes a bi-metallic standard, where a simple mathematical algorithm would adjust the price of real money.
  • Following the guidelines outlined by Hugo Salinas Price, central banks could sell 10% of gold reserves, buy silver with the funds and distribute as coins to the populace.
  • Even Milton Friedman admitted that silver is the major monetary metal in history.

Show Host
Chris Waltzek:
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Friday, December 19, 2014

Peter Schiff and Fabian Calvo

Dec. 19, 2014

Featured Guests
Peter Schiff & Fabian Calvo
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Peter Schiff - Summary:
  • Peter Schiff and the host decipher the latest FOMC meeting statement on Wednesday in real-time.
  • Dovish comments indicate that the anticipated rate hike will be postponed for the time being.
  • Expect increased global financial-market volatility, resulting from the Fed's attempt to shrink the money supply via the end of QE.
  • The Fed's balance sheet is approaching $5 trillion dollars (see and climbing, (see Cleveland Fed graph).
  • With global currency chaos stemming from the crude oil plunge, millions of investors could miss the next gold bull market.
  • All that's required is a few billion dollars to corner the Comex PMs market; a fraction of just one of the thirty Dow Jones Industrials.
  • Vladimir Putin could single handedly corner the market, sending prices sky high.
  • A $600 gold premium is required to purchase in large tonnage in Asia; there's simply not enough supply to meet large order demand.
Fabian Calvo - Summary:
  • Nothing has changed since the last credit crisis, an economic reset is inevitable.
  • Financial institutions are following the same steps - the complex system remains unstable; anticipate a tipping point in 2015-2016.
  • The national debt is $230 trillion, 15 times the annual GDP.
  • There's nothing left in government vaults, the gold has been leased.
  • The seventh reserve currency is doomed, following the path of the last 6.
  • The next real estate implosion will present McMansion opportunities for pennies on the dollar.

Show Host
Chris Waltzek:
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Saturday, December 13, 2014

John Williams and Peter Eliades

Dec. 12, 2014

Featured Guests
John Williams & Peter Eliades
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Peter Eliades - Summary:
  • US stocks are overvalued.
  • Fixed income investors have been forced to chase dividend yield.
  • The entire scenario will end similarly to the year 200 meltdown.
  • Investor sentiment is bearish from a contrarian perspective.
  • Protective sell stops are advisable for every portfolio.
  • The Dow Jones Industrials could mirror the 1929-1932 deluge.
  • Gold and silver producers are extremely oversold.
John Williams - Summary:
  • The dollar rally will fade, leading to the next financial crisis.
  • Actual domestic GDP was stagnant in the third quarter.
  • The world is in a recession and the US economy, albeit one the strongest economies, is nevertheless stagnant.
  • Once the false rally loses steam, the Greenback will drop abruptly, resulting in panic selling and hyperinflation.
  • While the major media outlets brace investors for inevitable Fed rate hikes in 2015, the Fed may not raise rates.
  • Expect a 2008 credit crisis part deux, but this time the Fed's arsenal is devoid of the required ammunition to prevent total economic collapse.
  • Gold could climb first to $5,000 and eventually as high as $100,000+ per ounce when compared to paper assets making precious metals the ideal economic survival asset class (Note: this forecast is founded on the highly speculative premise of a worthless US dollar).

Show Host
Chris Waltzek:
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Saturday, December 06, 2014

Harry S. Dent Jr.and Bob Hoye

Dec. 5, 2014

Featured Guests
Harry S. Dent Jr. and Bob Hoye
Please listen here:

Bob Hoye - Summary:
  • Changes in global capital flows are driving funds into US equities / dollar pushing the commodities / energy sectors lower.
  • Nevertheless, a potential crude oil bottom forming.
  • Several Futures contract buying / selling opportunities are presented.
  • Possible turning point for the entire stock market.
  • The guest expects the US dollar to top, turning currency flows in favor of the precious metals sector.
  • The XAU is showing signs of a bottom amid plummeting energy prices, which could lead to a new bull market for gold equities in the coming weeks / months.
Harry S. Dent Jr. - Summary:
  • Now that India abolished the 80/20 gold import rule, which required 20% of imports to be exported as jewelry, and the Netherlands secretly repatriated 150 tons of gold from NY Fed vaults, demand is likely to soar.
  • The guest expects a broadbased economic collapse to impact the global economy in 2-5 years as trillions of dollars in debt deleverages in a massive deflationary implosion ending in a global coma economy.
  • Although the trend in commodities is weak, on a relative basis, every portfolio can benefit from adding discounted gold, silver, and related equities, particularly from a valuation standpoint.
  • When the dust finally settles, the guest plans to purchase commodities and stock shares in emerging countries and the BRICS, due to a sea change in favorable demographics.

Show Host
Chris Waltzek:
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Please listen here:

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http://silverinvestor.blogspot.com/