Friday, August 31, 2018

Nick Barisheff, Peter Grandich, Chris Waltzek Ph.D. & Robert Ian - Aug. 31st, 2018 - Goldseek.com Radio ©2005-2018. A Spina-Waltzek Production-©2005-2018 http://radio.goldseek.com/ Royalty free music from Google Play. Disclaimer: this show is presented as informational content only. Consulting first with a registered financial advisor before investing is advisable.

Aug. 31st, 2018
(S13-E659)
Featured Guests
Nick Barisheff
Peter Grandich

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    Show Highlights
    • Venezuela, Argentina, Brazil, Iran, South Africa and Turkey could become the norm throughout the global financial world.
    • Eventually the financial plague will infect the entire $300 trillion in global stocks / bonds markets and impact even North America.
    • Margin debt is 50% higher than just before the 2008 Great Recession that could result in sudden / violent and catastrophic market losses / financial chaos.
    • With only $1.8 trillion of investment grade gold available, a global currency crisis is inevitable.
    • If only 5% of the $300 trillion in paper assets is directed to gold, $15 trillion could flood the tiny $1.8 trillion PMs sector resulting in $10,000+ gold.
    • Several BRICS nations are inoculating their currencies from the systemic financial infection.
    • China and Russia continue to stockpile PMs including silver in Moscow, in preparation for a global currency pandemic.
    • Our guest cites research suggesting peak gold is occurring just when supply is most needed.
    • Even an enormous new find would require decades to positively impact supply levels.
    • Once panic grips the financial markets the 5% gold allocation could exceed 10-20% or higher sending the yellow metal price north of $30,000 per ounce.
    • One candidate for an alternative reserve currency is the Yuan that is convertible to gold, better facilitating crude oil / commerce transactions.
    • BMG has identified a triple bubble in stocks / bonds / residential housing, where current share valuations mirror those of the 1929 peak.
    • The risk of missing further gains in US equities pales in comparison with the potential risk of loss.
    • Nick Barisheff questions how markets will respond amid bear market conditions, given the less than robust activity during the current bull market.
    • The World Gold Council announced that gold production has peaked.
    • Mines can no longer produce enough output to increase the supply, but only add to dwindling stockpiles.
    • Potential gains in the comparably small $1 trillion PMs market could startle even the most ardent gold aficionado as investors, institutions, pension funds, hedge funds and even governments seek safe-haven assets.
      • Peter Grandich of Peter Grandich and Company and Pete Speaks says he's pushed all his investment portfolio chips into the PMs.
      • Our guest views panic related capitulation-selling as an opportunity to procure the metals at fire sale prices.
      • Caution is advisable when overweighting any single investment class as the asset diversification remains the perennial "free lunch" investment strategy.
      • The duo review harsh comments from the current Administration directed at the new Federal Reserve Chairman, Jerome Powell.
      • Officials warn the multi-year rate hike theme could undermine current efforts to boost US exports.
      • A stronger dollar reduces the relative price advantage of US goods shipped off shore.
      • The head of the Central Bank of Russia, Dimity Tullin noted gold is the only guarantee against "legal and political risks."
      • The CBR added the most gold bullion to the national stockpile in a year, front-running potential tariffs / taxes on the precious metal.
      • Top analyst Jim Rickards applauded Vladimir Putin's decision to add discounted gold to the national coffers.
      • Peter Grandich agrees that gold remains a viable investment, "Buy a little gold as insurance and hope it doesn't go up in price," to protect your nest egg from inevitable market volatility.

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    Friday, August 24, 2018

    Chris Blasi, Bob Hoye, Chris Waltzek Ph.D. & Robert Ian - Aug. 24th, 2018 - Goldseek.com Radio ©2005-2018. A Spina-Waltzek Production-©2005-2018 http://radio.goldseek.com/ Royalty free music from Google Play. Disclaimer: this show is presented as informational content only. Consulting first with a registered financial advisor before investing is advisable.

    Aug. 24th, 2018
    (S13-E658)
    Featured Guests
    Chris Blasi & Bob Hoye

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    Show Highlights
    • Chris Blasi, President of Neptune Global LLC outlines his gold and Bitcoin market outlook for 2018. Precious metals investors could be rewarded this Autumn.
    • By this September an uncertain domestic political landscape could put the US dollar under pressure to the benefit of safe haven assets.
    • The bullish narrative for platinum and palladium is just as compelling, given supply constraints, leading to delayed delivery of physical metal in many cases.
    • Neptune Global suggests that investors include the full spectrum of precious metals, including platinum, palladium, silver and gold.
    • Regarding the cryptocurrency / blockchain phenomenon, our guest / host concur that the cryptocurrency markets must not be confused with the blockchain.
    • Just as Pets.com collapsed while the internet thrived, so too will the blockchain grow into a viable / ubiquitous backbone, completing an Internet 2.0.
    • The excess of the 20x Bitcoin rally of 2017 could continue to unwind in similar fashion as the year 2000 dot.com peak in US equities.
    • Given that the crypto-sector is still in the early adopter, nascent stage, the lack of track-record and volatility decreases the accuracy of forecasting methods.
    • Crypto adherents should take heart that the encryption theme will continue to usher in a decentralized, transparent revolution, central to success in the modern business environment of the next decade.
    • Bob Hoye of Institutional Advisors makes the case for gold rally following the sharp dollar selloff in the wake of the anti-rate-hike comments.
    • Safe haven assets posted gains following comments from Washington on the negative impact on US exports due in part to the Fed rate hike cycle.
    • The host notes that the strong dollar improves the relative appeal of dividend paying US equities, via quarterly payouts in the reserve currency.
    • Financial history is replete with instances climbing interest rates during an economic boom period.
    • Fed policymakers will likely follow rates higher, increasing the overnight lending rate until the trend halts, followed by a rate cutting cycle.
    • US equities remain the decade long, market du jour, despite extremely overextended valuations.
    • The current S&P P/E = 23.80 is well beyond the traditional P/E = 15.
    • Until US shares indexes top out (75% of US shares closing day price behavior mirrors the S&P 500 index) the bear trap will continue.
    • Key market insiders like Tom Lee and Mike Novagratz agree while Bitcoin and related tokens could fall markedly in price from current levels.
    • The potential value appreciation could eclipse even the most bullish of forecasts.
    • Lee goes-all-in, over the top pushing all the chips into the pot with his BTC prediction of $10 million due to purchases by Millennials.
    • Voracious institutional buying of cryptos over the next decade is anticipated as Wall Street seeks low beta / high alpha in the grassroots, mainstreet revolution.
    • The host advocates using the current weakness in cryptos as an opportunity to add a modicum of crypto assets, 1%-5% to a core gold position in every investment portfolio.

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    Monday, August 20, 2018

    Peter Hug, John Williams, Chris Waltzek Ph.D. & Robert Ian - Aug. 17th, 2018 - Goldseek.com Radio ©2005-2018. A Spina-Waltzek Production-©2005-2018 http://radio.goldseek.com/ Royalty free music from Google Play. Disclaimer: this show is presented as informational content only. Consulting first with a registered financial advisor before investing is advisable.

    Aug. 17th, 2018
    (S13-E657)
    Featured Guests
    Peter Hug &
    John Williams

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    Show Highlights
    • Peter Hug, Director of the Kitco Precious Metals Division, makes his show debut. Negativity in the retail market for gold / silver has reached such epic levels that from a contrarian vantage point, a price floor could soon materialize.
    • Our guest outlines a highly effective / unique investment portfolio balancing technique that has enabled his clients to oftentimes outperform the indexes. Many investors have reaped handsome rewards form the US equities rally, making stocks overweighted asset class.
    • Peter Hug suggests booking enough stock profits to maintain at least a 10% balance in the PMs, which represent a relative bargain.
    • Once gold and silver eclipse the former peak, at that point the 10% portfolio component will be closer to 20% and a new rebalancing is advisable.
    • The guest / host concur that runaway inflation is inevitable, making the PMs essential components of every financial security net.
    • However, the timing of hyperinflationary episodes is notoriously uncertain, only exacerbated by unique / convoluted quantitative easing operations.
    • The purchasing power of the typical household continues to slide as the inevitable advance of inflation forces erode the wealth of middle / working class. The tipping point in the chaotic economic-system may occur once Fed policymakers slow / halt rate increases as early as 2019.
    • The net affect is setting the launch pad for PMs price advances. Elsewhere, alternative precious metals are reviewed, including Rhodium, a scarce metal used primarily in auto production.
    • Rhodium could experience a price squeeze from $4,000 to perhaps $5,000, similar to the 5x advance in Ruthenium.
    • Our guest views the risk of $500 M in US tariffs (taxes) on imports from China as a potential threat to the robust domestic economic growth.John Williams of Shadowstats.com, a leading online alternative economic-resource sees the potential for an explosive move in the PMs sector / commodities.
    • According to Shadowstats, the official inflation numbers are significantly understated - consumers are being robbed as the pace of price increases exceeds wages.
    • Shadowstats finds that the GDP is slowing at a rapid clip, which will be reflected in next week's official tally.
    • The troubling sign for the domestic economy could result in the first recession amid one of the longest economic expansions in US history.
    • Inflation is typically good news for the commodities sector, including crude oil, gold, silver and PMs shares, all of which are poised from a technical vantage point for a potential rally.
    • The event that leads to the economic tipping point could be an expectedly sharp decline, even a crash in the US Greenback.
    • John Williams expects that policymakers will return to quantitative easing (QE) in an attempt to stabilize the US dollar; the move could backfire resulting in a panic to procure inflation safe haven investments, such as energy shares and PMs.

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    Friday, August 10, 2018

    Wolf Richter, Bill Murphy, Chris Waltzek Ph.D. & Robert Ian - Aug. 10th, 2018 - Goldseek.com Radio ©2005-2018. A Spina-Waltzek Production-©2005-2018 http://radio.goldseek.com/ Royalty free music from Google Play. Disclaimer: this show is presented as informational content only. Consulting first with a registered financial advisor before investing is advisable.

    Aug. 10th, 2018
    (S13-E656)
    Featured Guests
    Gerald Celente &
    Wolf Richter
    Guest order - alphabetical



    Show Highlights
    • Wolf Richter, founder of WolfStreet.com holds silver in his investment portfolio and advises investors to buy and hold PMs in anticipation of the next uptrend.
    • The duo make cautionary comments on the harrowing California wildfires; the 3 county raging inferno is now the largest on record, a "National Disaster."
    • While some pundits have blamed lack of water as a key catalyst, local authorities note ample water supplies.
    • Arid conditions, foliage overgrowth and urban sprawl in remote, fire-prone forest regions are the most likely culprit.
    • Strong GDP numbers were released last week; the U.S. economy grew at 4.1%, however our guest notes that the figure is volatile.
    • Some analysts hold to the thesis that 2019 could witness a domestic recession as the flattening yield curve suggests inversion as soon as 2019.
    • Our guest sees sunnier economic prospects citing the robust domestic manufacturing / transportation / service / housing sectors.
    • Firms are accumulating raw goods and inputs ahead of proposed trade tariffs, making the trucking / transportation sectors remain extremely strong.
    • Wolf Richter thinks the strength could buoy national output, lowering the odds for an economic downturn for the time being.
    • Wolf Street includes a city-by-city review of the Case Shiller Housing Index, illustrating that the most frothy areas have significantly eclipsed 2006.
    • Housing Bubble 2.0 could be unfolding due in part to HUD and related agencies underwriting the bulk of mortgages (50%), with required downpayments as low as 3.5% to secure a loan, far under the traditional 20%.
    • Bill Murphy of GATA.org notes precious metals investors will ultimately be rewarded for their patience amid the typically slow "Summer Doldrums."
    • Gold prices tends to perk up as the holidays approach, including Christmas, Hanukkah, Diwali in India and China's New Year festivities.
    • Fed officials' actions speak volumes - following 7 recent rate hikes since 2015 and two more to go in 2018.
    • By pressing the economic brakes, the plan is to stem runaway inflation.
    • The EU economic ministers and many major competitors seek to halt QE operations and begin raising rates, putting the US dollar under pressure.
    • Signs of inflation are already appearing in the commodities sector vis-à-vis WTIC oil and the CRB indexes, both near multi-year record prices.
    • In Caracas Venezuela, a dozen eggs costs nearly $3,000,000 Bolivars amid 1 million percent inflation.
    • Just a year ago, the same dozen eggs required only $3 Bolivars, a petrie dish example of hyperinflation south of the border, but still less than Zimbabwe.
    • In response to threats from Washington regarding tariffs on all $500 billion in China's US imports, officials could use the so called "Nuclear Option."
    • While US policymakers play tough using dollar hegemony to level the field in global trade, tariffs sharply increase prices for the working / middle classes.
    • Key takeaway point - if homeowners knew when the lightning bolt / flood / earthquake or fire would hit, there'd be no need for insurance premiums; in similar fashion, investors are advised to procure portfolio insurance, i.e., gold / silver while still at discounted prices.

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    Guest Bios
    Wolf Richter
    WolfStreet.com
    WolfStreet.com founder, Wolf Richter makes his show debut with cautionary comments on the US domestic economy. In his cynical, tongue-in-cheek manner, he muses on WOLF STREET about economic, business, and financial issues, Wall Street shenanigans, complex entanglements, and other things, debacles, and opportunities that catch his eye in the US, Europe, Japan, and occasionally China.
    WOLF STREET is the successor to his first platform…
    …whose ghastly name he finally abandoned in July 2014. Here’s the story on that.
    Wolf lives in San Francisco. He has over twenty years of C-level operations experience, including turnarounds and a VC-funded startup. He has a BA, MA, and MBA (UT at Austin).
    In his prior life, he worked in Texas and Oklahoma, including a decade as General Manager and COO of a large Ford dealership and its subsidiaries. But one day, he quit and went to France for seven weeks to open himself up to new possibilities, which degenerated into a life-altering three-year journey across 100 countries on all continents, much of it overland, that almost swallowed him up.
    BIG LIKE: CASCADE INTO AN ODYSSEY, the travel memoir of an almost regular guy who gets totally unstuck in Tokyo.
    Website: click here.

    Bill Murphy
    GATA.org

    Bill Murphy, GATA Chairman
    Murphy grew up in Glen Ridge, N.J., and graduated from the School of Hotel Administration at Cornell University in 1968. In his senior year he broke all the Ivy League single-year pass-receving records. He then became a starting wide receiver for the Boston Patriots of the American Football League. He went on to work for various Wall Street brokerage firms and specialized in commodity futures. He began as a Merrill Lynch trainee and went on to Shearson Hayden Stone and Drexel Burnham. From there he became affiliated with introducing brokers and eventually started his own brokerage on 5th Avenue in New York. He now operates an Internet site for financial commentary, www.lemetropolecafe.com.

    http://silverinvestor.blogspot.com/