Friday, January 29, 2016

Robert Kiyosaki & Marin Aleksov

Jan. 29, 2016
Featured Guests:
Robert Kiyosaki & Marin Aleksov

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Summary:
  • Chris welcomes back to the show, Marin Aleksov, CEO of Rosland Capital.
  • Our guest says the recent market volatility, domestically as well as in Asia, which could lead to a 2008 style market crisis, halting the FOMC rate hikes.
  • In addition, the collapse would increase appeal of safe haven assets such as precious metals.
  • Marin Aleksov is primarily concerned with the return of his wealth and less so with the return, on his portfolio.
  • Our guest advocates a gold allocation of 20%-30% per investment portfolio.
  • Investors may be placing too big an emphasis on near-term performance.
  • Gold is still higher by over 25% since 2008.
  • With gold priced at bargain levels, the risk / reward is enticing.
  • Millions of investors worldwide are seizing the opportunity to increase exposure with limited downside.
  • Chris welcomes Robert Kiyoaski, America's 'Rich Dad' back to the show, author of Second Chance: for Your Money, Your Life and Our World (2015).
  • The Rich Dad book series author expects the US share slide to continue in earnest.
  • He's convinced that the yellow metal has completed the bear market, which is why he's directing funds to the gold safe haven.
  • Investors are advised to ignore the dollar price of gold and silver and focus instead on the number of ounces in their stockpile.
  • "The biggest risk is not owning it (gold)."
  • He's watching the price of oil closely.
  • He leaves the listening audience with a warning - an epic financial crisis is imminent, much worse than 1929, 2001 or 2008.

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Chris Waltzek
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Friday, January 22, 2016

CEO Amir Adnani & Nick Barisheff

Jan. 22, 2016
Featured Guests:
CEO Amir Adnani & Nick Barisheff
Alphabetical Guest Order

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Summary:
  • CEO of Brazil Resources (BRI.V), Amir Adnani makes his show debut - Mr. Adnani has a reputation for moving projects rapidly into production.
  • Fortune magazine lists Mr. Adnani in the prestigious ranks of “40 Under 40, Ones to Watch” North American executives.
  • A top investment fund owns 17% of BRI shares - legendary precious metals investor, Rick Rule of Sprott Asset Management.
  • Mr. Adnani has partnered with Mario Garnero of Brazilinvest, the top merchant bank and financial partner in Brazil.
  • His success strategy involves a two prong approach: identifying exceptional partners and employees as well as acquiring discounted properties.
  • As a BRICS nation, Brazil is the eighth largest economy in the world where officials have nurtured and fostered a mining friendly reputation, including a reasonable gold royalty rate of 1% (The World Bank, 2015).
  • The Sao Jorge project is 100% owned, includes paved highway access, a nearby workforce, and a hydroelectric power source.
  • The Cachoeira project benefits from a solid infrastructure and convenient highway access.
  • Brazil Resources has a uranium ore property in Alaska - the Whistler project has the unique benefit of $10 million in previous exploration by major firms in the industry, providing a treasure map left by earlier exploration.
  • Nick Barisheff of Bullion Management Group (BMG), notes the Tobin Q ratio and the Shiller index indicate a high probability of a 50% stock market correction.
  • The scenario presents an interesting contrarian opportunity for inventors to exchange overvalued stocks for undervalued gold.
  • He compares the current PMs correction to the late 1970's, when gold ascended by 750%.
  • If the prediction unfolds in similar fashion a gold price of approximately $8,000 - 10,000 could unfold.
  • Our guest makes the startling revelation that gold performs best during periods of economic deflation.
  • A key study spanning 300 years of financial data revealed that gold soars in purchasing power relative to most alternatives amid monetary contractions.
  • Our guest chiefly recommends bullion PMs, which provide the best safe haven characteristics in a world awash in paper assets.

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Chris Waltzek
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Friday, January 15, 2016

Dr. Marc Faber & Professor Burton Malkiel

Jan. 15, 2016
Featured Guests:
Dr. Marc Faber & Professor Burton Malkiel
Guest order - alphabetical.

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Summary:
  • Dr. Burton Malkiel, Professor from Princeton University returns to the show to discus the 11th edition of his magnum opus, A Random Walk Down Wall Street.
  • His outlook for 2016 is somber - equities and most asset classes seem overvalued.
  • The CAPE P/E ratio, currently near 23 in the US, which indicates US shares are overpriced relative to global shares, on a historical basis.
  • When valuations are extended, diversification is most necessary, buffering the impact of increased volatility.
  • Although the professor agrees with the host that 2016 will be a year of Fed rate hikes, tame economic conditions will likely hold policymakers in check.
  • The idea of market unpredictability is comparable to quantum mechanics, where Einstein could not accept quantum theory.
  • Instead of predicting price outcomes, probability theory facilitates enhanced portfolio return.
  • Even the Oracle of Omaha, Warren Buffett has publicly denounced active investing, instructing his heirs to engage in passive index investing.
  • The professor offers his favorite index fund with a low expense ratio, the ETF: (VTI), with a remarkable expense ratio of 1/20th of one percent, 0.0005%.
  • Using such low expense ETFs, the typical individual investor can easily outperform virtually all top money managers and hedge funds.
  • Adding bonds to stock index funds is advisable.
  • Chris welcomes back Dr. Marc Faber, a widely respected economist and editor of the GloomBoomDoom report.
  • Our guest expects the Fed to backpedal with the new rate hike policy, with the announcement of a new wave of monetary expansion this year, QE 4.
  • Policymakers are pushing on a string - monetary expansion is far less affective with each installment.
  • Although the equities indexes are being buoyed by a few key shares, the majority of stocks are in bear market territory.
  • Dr. Faber questions the veracity of official US economic figures, noting a high likelihood of a recession in early 2016 despite official indications to the contrary.
  • After years of stagnation, gold shares are outperforming most sectors, as their relative value encourages wise investors to allocate funds into the XAU.
  • Dr. Faber recently added to his gold position, using weakness as an opportunity to procure sound money at a discount.
  • The storage cost for physical gold bullion is low making the yellow metal an ideal asset to outperform other commodities amid a 2016 rebound rally.

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Chris Waltzek
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Friday, January 08, 2016

Jim Rogers &Peter Schiff

Jan. 8, 2016
Featured Guests:
Jim Rogers &Peter Schiff

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Summary:
  • Chris welcomes back Jim Rogers from his Singapore office, who says a financial crisis is imminent.
  • His largest currency position remains the US dollar, which will likely rally into a bubble which eventually implodes in spectacular fashion.
  • Although not a safe haven, the US dollar seems impervious relative to most global currencies, for the moment.
  • He continues to monitor the gold market for signs of capitulation, to add to his stockpile.
  • Russian and Chinese firms present appealing investment opportunities.
  • Jim Rogers holds short positions in US shares, in anticipation of further volatility on the heels of the Fed rate hikes.
  • The zinc market is off over 90%, making ETF shares (ZINC) a potential turn around candidate in the coming weeks / months / years.
  • Chairman of SchiffGold.com, Peter Schiff returns to the show with dire warnings of a looming currency crisis.
  • His work indicates that eventually, momentum will return to the gold market, making $100+ days commonplace culminating $5,000 gold.
  • The multi-year bull market in stocks may be viewed in retrospect as a Fed fomented bubble, which crushes million of retirement portfolios.
  • Artificially low rates inspired large corporations to repurchase their shares via cheap debt, which can only end badly for investors.
  • Although US retail sales are solid, better leading economic indicators like the Dallas Manufacturing Index and the US Weekly Leading Index are rolling over (Figures 1.1. & 1.2.).
  • The dollar was on the verge of collapse during the credit crisis, but was saved by the bailout.
  • The next decline will require the formation of an entirely new currency.

Show Host
Chris Waltzek
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