Friday, December 30, 2016

Dr. Chris Martenson & Bob Hoye

Dec. 30, 2016
Featured Guests
Dr. Chris Martenson & Bob Hoye

Show Highlights
  • begins the 12th consecutive year on the digital airwaves with Bob Hoye, of Institutional Advisors.
  • US equities have reached frothy levels during the end-of-year rally making a correction likely in the New Year.
  • Our guest suggests that a Long-Credit Contraction is inevitable amid a post-bubble period where the senior currency, i.e., US Dollar should remain strong.
  • The gold / dollar ratio suggests that the bull market is merely dormant and will likely resume the uptrend in 2017.
  • Bob Hoye's technical indicators are setting up for a buying opportunity in the PMs mining sector.
  • The President-elect chose a gold aficionado, Congressman Mick Mulvaney from S.C. as the new Budget Director.
  • Dr. Martenson from outlines the factors sending the crude oil market skyward.
  • Reports indicate that OPEC members agreed with non-OPEC nations to curtail output.
  • The guest / host concur that $55 crude oil is a bargain - a more responsible valuation remains $70 per barrel.
  • Demand continues to soar in the US / China, for instance the US consumers 18 million barrels per day.
  • In Venezuela, inflation is approaching 500% as the 100 Bolivar note drops to two US cents - officials removed the currency denomination from circulation.
  • The new 20,000 Bolivar note is worth only $4.
  • The border with Columbia was closed to stem the flow of money out of the nation.
  • The official cover story involves thwarting counterfeiting and smuggling - in reality, runaway inflation has relegated the denominations to near worthless.
  • Gold demand from the two largest national consumers ground to a virtual halt at precisely the peak festival seasons, in both India as well as China.
  • The US Fed's balance sheet remains static at $4.5 trillion - it appears to be a holding pattern ahead of imminent QE to maintain the ailing domestic edifice.
  • Our guest suggests that an economic collapse is likely, beginning first with deflation that results in waves of new QE, culminating in runaway prices.
  • Another challenge facing domestic workers involves the rapid evolution of automated robotics / A.I. that is displacing workers at a rapid clip.
  • New estimates indicate that millions of delivery / transportation jobs could evaporate as robot transportation becomes widely accepted within 5-7 years.
  • The process is inevitable due to the exponential improvement productivity stemming from automated workers.
  • Automation comes with a hefty price tag of reduced incomes and lower consumer confidence levels.
  • An unspoken policy of financial repression worldwide appears to be gaining momentum - the PMs remain the de facto means to escape the trap.

Show Host
Chris Waltzek Ph.D.

Friday, December 23, 2016

John Williams, Peter Schiff, David Morgan & Peter Grandich

Dec. 23, 2016
Featured Guests
John Williams, Peter Schiff, David Morgan & Peter Grandich                          

Friday, December 16, 2016

Louis Navellier & Arch Crawford

Dec. 16, 2016
Featured Guests
Louis Navellier & Arch Crawford

Show Highlights
  • Louis Navellier of Navellier & Associates presents stocking stuffers to Radio listeners in the form of stock candidates (Figure 1.1.).
  • The list stems from the free Navellier Portfolio Grader service - the host reviews 20 stocks advancing from the hold to the buy designation.
  • Topping the list, Honeywell (HON) impresses with strong projected sales and solid earnings, despite the recent erosion of multinational profits.
  • The largest oil company, Exxon (XOM) has solid sales / earnings due in part to the cold winter weather and the resulting boost in natural gas demand.
  • Energy company Cimarex Energy (XEC) has strong projected sales of 19% and earnings of 320% plus the Permian basin exposure.
  • Major delivery service, FedEx (FED) is benefiting from holiday sales and the enormous trend towards online retailing.
  • In an ironic twist, the top online retailer Amazon (AMZN) is making a push into the brick and mortar retail / grocery space.
  • Our guest highlights a favorite stock candidate, engineering firm MasTec (MTZ) and materials company Vulcan Materials (VMC) a concrete company.
  • Technology companies like Nvidia (NVDA) supports top level GPU / graphical user interface technology including the CUDA language.
  • Our guest expects the impending referendum vote in France to be the next economic shock, potentially revamping the PMs sector.
  • Arch Crawford, head of Crawford Perspectives notes the waning momentum in the US equities markets.
  • Although the technical picture is less appealing, a Santa Claus rally seems likely in the last half of this month.
  • The discussion includes the global theme of currency devaluation.
  • Our guest notes that the Indian currency event could be the most significant, current economic development.
  • Venezuela just followed India's lead, dropping the 100 Bolivar note from circulation this week, now that it is only worth two US cents.
  • Venezuelans had only 2 days to exchange their Bolivars.
  • Such methods only stem the economic tide in the near-term; the long-term ramifications include food shortages, economic slowdown and runaway inflation.
  • Arch notes that crude oil could continue to climb in 2017 in tandem with the CRB commodities index.
  • Fed officials fears of an overheating economy and inflation are viewed as a positive sign for the PMs sector.
  • The topic veers outside the box into a highly speculative yet intriguing discussion on the nature / implications of artificial post-human intellects.

Friday, December 09, 2016

Bill Murphy & Bob Hoye


Show Highlights
  • Bill Murphy of outlines the unfolding drama surrounding the gold / silver market rigging by Deutsche Bank.
  • Company executives have offered details of their collaborators at competing financial institutions.
  • In the near future, millions of jobs will be jeopardized by the real threat of automation / AI.
  • Case in point, just opened the first employee free retail store, where no clerks, cashiers or managers are required.
  • Millions of delivery, tax, transportation, shipping jobs are at risk due to automated driving over the next 5-7 years.
  • The coming unemployment tsunami could require Universal basic income (UBI) to contain the societal unrest resulting from job automation.
  • The endgame may be runaway prices, as the flood of UBI funds deflate existing currency values, sending the PMs and related safe haven assets skyward.
  • The new administration appears to be securing new jobs; purportedly 50,000 new jobs could emerge from a $50 billion investment from a SoftBank deal.
  • Bob Hoye, editor and Chief investment strategist of Institutional Advisors brings decades of experience to the discussion.
  • The new Administration is attempting to rebuild nation in the wake of the destructive NAFTA that decimated the job base.
  • By taxing companies that ship jobs offshore, the American worker could recover after losing over 5 million high-paying industrial jobs since 2000.
  • A global populist uprising is underway beginning with the Grexit / Brexit and culminating with Italexit, the Italian referendum vote on Sunday.
  • Italy is poised to follow Great Britain out of the EU.
  • Leaders in Turkey are calling for citizens to accumulate gold and prepare for capital controls, adding to continued concerns about a global currency crisis.
  • The global population is no longer fearful of the their government; government is justifiable wary of the people, which is necessary for personal freedom.
  • The reigns of the national money supply are now up for grabs presenting an opportunity to reestablish a constitutionally sound gold / silver backed dollar.