Friday, March 25, 2016

Harry S. Dent Jr. & Bob Hoye

March 25, 2016
Featured Guests:
Harry S. Dent Jr. & Bob Hoye

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Summary:
Chris welcomes back Bob Hoye, senior investment strategist at Institutional Advisors.
Our guest says a new cyclical PMs bull market is underway - he favors the PMs shares. US dollar weakness may indicate a top is in place.
The FOMC has lost control of the economy, backpedaling on rate hikes and returning to a more dovish stance.
Seasonal factors are positive for both commodities and the energy sector.
The host suggests increasing investment portfolio weighting in the PMs and energy sectors.
Harry S. Dent Jr., says gold is far more appealing that US stocks on a valuation basis, noting: "I would buy gold over US shares any day of the week."
Thanks to Fed rate tapering, funds have been redirected into commodities, especially gold.
Our guest notes that gold is the best inflation hedge available to investors.
Given that the future is rarely 100% knowable, a 10-20% gold / silver investment portfolio component is advisable.
The recent stock market gyrations could indicate a crash is imminent, similar to the 2008 meltdown, but perhaps even worse.
Unlike cash in the bank earning negative interest rates around the world, gold does not carry the burden of a negative interest rate.
The host / guest disagree on the inflation / deflation debate - the host notes the recent plunge of the US dollar that is anti-deflationary.
Mr. Dent's ontology indicates that central bankers are deleveraging the greatest debt bubble in global history.
US stock indexes will drop at least 70% in the next few years, according to Mr. Dent. Eventually a second Great Depression is inevitable
Although policymakers are delaying the day of reckoning, eventually the FOMC will resume QE efforts with gusto.
The Fed's current balance sheet indicates zero signs of tapering, plateau at best (Figure 1.1.)

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Chris Waltzek
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Friday, March 18, 2016

Dr. Stephen Leeb & Bill Murphy

March 18, 2016
Featured Guests:
Dr. Stephen Leeb & Bill Murphy

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Summary:
  • Bill Murphy from GATA.org kissed the Blarney stone on St. Patrick's day, which evidently sent silver flying higher by 5%.
  • The gold to silver ratio plunged from a recent high of 83 to 79 - AG is poised for an explosive advance.
  • Our guest says the PMs cartel has lost control of the metals markets.
  • There has been a 100% retracement of the 2011 rally to $50, which subsequently ignited a three stage, Saturn V rocket launch into orbit.
  • Our guest is watching $18.50 resistance - if breached, silver bulls could run the world's most useful precious metal to as high as $25 in short order.
  • Bill Murphy expects $100+ silver in the coming years, an epic advance that might have already begun in earnest.
  • The host outlines a Fibonacci retracement from the $50 peak to the recent $13.50 nadir.
  • The following targets are possible: $21, $30 and $37 followed by $50 and then triple digits in the coming years.
  • Bill Murphy's takeaway point: why worry about a few dollars on the downside if the rally fades when the upside is triple digits for silver bulls?
  • Chris welcomes Dr. Stephen Leeb, best selling author and head of The Complete Investor.
  • After a string of 7 best-selling financial tomes, Dr. Leeb is writing his magnum opus on the gold market, which he refers to as the last great bull market.
  • Our guest notes, "Gold is a metal that attracts paradoxes - gaining over 300% as the leading major index class compared to a 40% gain in the S&P 500."
  • Unlike stocks / bonds that typically require brokerage accounts and intermediaries, gold and silver can be purchased and held on hand.
  • Rare earths, graphite, germanium and related minerals could also boost investment portfolio returns.
  • He makes the uncharacteristically bullish gold forecast, noting the king of currencies could climb to as high as $10,000-$20,000, in the coming years.
  • The duo outline a portfolio opportunity with even greater expected return and perhaps a superior risk / reward ratio.

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Chris Waltzek
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Saturday, March 12, 2016

David Morgan & Dr. Chris Martenson

March 11, 2016
Featured Guests:
David Morgan & Dr. Chris Martenson

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Summary:
  • Chris welcomes Dr. Martenson from PeakProsperity.com - the co-author of Prosper! is watching the crude oil market for signs of a double bottom pattern.
  • Gold is higher by about 15% so far this year and remains strong, rebounding sharply from oversold conditions.
  • Gold fundamentals continue to impress - last week, Blackrock halted issuance of new gold ETF iShares $7.7 billion, due in part to insatiable demand.
  • Gold is best positioned to benefit from a major paper money zenith - global monetary policies virtually guarantee success.
  • The domestic economy is weak, built on flimsy monetary policy and enormous corporate debt.
  • The huge P/E's ratios and sluggish growth increases the odds of a serious US equities decline.
  • Dr. Martenson highlights his self-sustaining, solar water-heater that pays remarkable dividends in the form of energy savings family as well as benefits society with a lowered carbon footprint.
  • The Silver Investor David Morgan and the host discuss the best annual start in the PMs sector in 35 years, according to The Economist magazine.
  • Our guest expects the short covering bonanza to continue for a month or two as retail investors regain confidence and push their chips back into the market.
  • His work indicates a new bull market is underway - however, additional gains could be tame as investors slowly accumulate new long positions.
  • The massive debt implosion, as outlined by the economist Schumpeter: "creative destruction" virtually insures better times to come for PMs investors.
  • When gold is priced in terms of global currencies such as Canadian dollars, the gold bull market never ended.
  • Our guest reminds the audience of the classic words of JP Morgan, "Gold is money and everything else is credit."
  • By this logic, dollars, pounds, euros, yen and yuan are all unbacked paper promises; only gold and silver are true wealth.
  • Just as the BOE gold sales of 1999-2002 marked the end of the bear market, the recent sale by the bank of Canada is a positive indication.

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Chris Waltzek
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Friday, March 04, 2016

James Turk & Bob Hoye

March 4, 2016
Featured Guests:
James Turk & Bob Hoye

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Summary:
  • Chris welcomes back Bob Hoye, senior investment strategist at Institutional Advisors.
  • His new peak momentum indicator tends to identify market zeniths and subsequent new bear markets.
  • It currently suggests gold and silver correction could soon pass, clearing the path for a new primary bull market.
  • His work on the silver market ranging from the 1500’s to today indicates that the current divergence in silver relative to gold could portend a financial crisis.
  • Bob Hoye is convinced that restoring confidence in the global currency system due to profligate policymaker decisions will require a global gold standard.
  • Canada officially has sold 100% of its gold reserve stockpile, near the bottom of a multi-year bear market.
  • Homes are overpriced in many towns, especially McMansions.
  • Junk bonds and many stocks are entering bear market.
  • Gold stocks are positioned to benefit from the financial volatility.
  • James Turk of GoldMoney.com returs to the show - he's watching the gold / silver ratio closely.
  • The current reading near 80:1 may represent a significant relative value for silver, especially given the naturally occurring, geological 10:1 ratio.
  • Were silver to merely return to the traditional level, the price would leap to three digits, even if the price of gold remained static.
  • Just five years ago, the gold / silver ratio approached 30:1 - a similar figure would put the silver price 2.5X's higher, approximately $35 per ounce.
  • Due in large part to negative lending by global central banks, the cost of storing gold is negligible, relative to the cost of negative savings rates.
  • Investors are understandably more concerned by the return of their funds than by the return on their funds (Will Rogers).
  • James Turk's inflation forecast suggests that millions of PMs investors will benefit from the outcome.

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Chris Waltzek
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http://silverinvestor.blogspot.com/