Time to Fade the Short EM Trade – Ep.  360

Time to Fade the Short EM Trade – Ep. 360

Focusing on Emerging Markets
I'm going to spend most of today's podcast talking about what is going on in the emerging markets, in the currency market and in the stock markets; what the speculators are doing, why they are doing it and why I think they are wrong and why I think it creates an excellent opportunity for investors to fade this trade and prepare for the ultimate reversal of these moves.
Freedom Fest in Las Vegas
But before I get into that, I want to talk about a few other topics of interest that happened after my last podcast. I also want to talk about Freedom Fest in July. I am going to Freedom Fest again, as I do every year in July. Not the greatest time of the year in Las Vegas - not that there's really a bad time to be in Las Vegas, you're going to have fun in Las Vegas whenever you go - but it is quite hot in July. Of course I spend almost all my time indoors, so the heat really does not affect me. And when I do go out, it is at night, and it is not so hot. The event is July 12-14 and if you have not already registered you can do it now. It will be at the Paris Hotel & Casino; I will be there with my entire family - my wife and 3 kids. We'll be at our booth, you can come by and have a chance to meet my wife and kids and say hello.
Presentation on Tax Incentives of Working and Moving to Puerto Rico
I am going to be participating in several events; I am going to be doing a talk on Puerto Rico and the tax incentives of working from and moving to Puerto Rico. Most of you should know by now, I am Puerto Rican. Puerto Rico is my main residence; I summer in Connecticut, but I am a resident of Puerto Rico. Euro Pacific Asset Management and Euro Pacific Bank are both based in Puerto Rico.
Bitcoin Debate Moderated by Naomi Brockwell
Also I am going to be doing a Bitcoin debate against Jeffrey Tucker and Gary Smith - is it real, or is it Tulipmania? All of you realize what side I am on. The debate will be moderated by Naomi Brockwell, who is known as "The Bitcoin Girl" in fact she appeared on my old radio show, the Peter Schiff Show, and I sure wish I'd listened to her and bought a bunch of bitcoin - obviously I would have a lot more money today. Our Sponsors: * Check out Chilipad and use my code GOLD for a great deal: https://sleep.me * Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com * Check out TruDiagnostic and use my code GOLD for a great deal: https://www.trudiagnostic.com * Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.com Privacy & Opt-Out: https://redcircle.com/privacy

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Episoder(1135)

The Fed Just Chose Inflation... And the Bond Market Called Its Bluff

The Fed Just Chose Inflation... And the Bond Market Called Its Bluff

The Fed talked tough and did nothing. The 30-year hit a 20-year high. The Dow fell 1,100 points. Gold was the only thing left standing.Tonight’s episode is sponsored by Rockwell Automation. Download t...

30 Jul 58min

Japan Is About to Pop the Biggest Bubble in History... And It Takes Us With It

Japan Is About to Pop the Biggest Bubble in History... And It Takes Us With It

The yen just hit a 40-year low and Japan is trapped. Whether they hike or freeze, it ends the same way: the pin that pricks our bubble.Tonight’s episode is sponsored by NetSuite. For the first time ev...

26 Jul 59min

The Fed Admitted It. The Treasury Blew It. The CPI Lied.

The Fed Admitted It. The Treasury Blew It. The CPI Lied.

Warsh admitted monetary policy caused inflation. Bessent thinks silver certificates still redeem at Fort Knox. And import prices are up 7.1%.This is episode is sponsored by Function. Join at https://f...

19 Jul 1h 8min

AI Cash Cows Just Became Cash Vacuums... This Breaks the Bond Market

AI Cash Cows Just Became Cash Vacuums... This Breaks the Bond Market

In 1914 the Fed ran on 40 people and no computers. Today it takes 23,000. Fire them all and let AI do it... it can't do any worse.Tonight’s episode is sponsored by Rockwell Automation. Download their ...

15 Jul 58min

The Bond Market Breakdown Has Started... Stocks, Housing, Crypto Are Next

The Bond Market Breakdown Has Started... Stocks, Housing, Crypto Are Next

A new housing law just passed that guarantees prices go higher. Bonds are breaking. And every bank bullish on Bitcoin refuses to buy Stretch.This episode is sponsored by Upwork. Visit https://upwork.c...

12 Jul 56min

We Need Another Emancipation. This Time From Our Own Government

We Need Another Emancipation. This Time From Our Own Government

Iran deal dead. DOGE dead. Saylor selling at a loss. Medieval serfs kept more of their income than you do. I warned you about all of it.This episode is sponsored by DripDrop. Stock up now at http://dr...

9 Jul 59min

They Don't Want You to Hear This on Independence Day

They Don't Want You to Hear This on Independence Day

Saylor authorized $1.25B in Bitcoin sales. 514K full-time jobs vanished. Trump made $2.2B selling access. 250 years later, we need another revolution.• This episode is sponsored by Odoo. Sign up for f...

3 Jul 58min

The Great Rotation Has Begun. Here's How to Make Your Money Back

The Great Rotation Has Begun. Here's How to Make Your Money Back

Stretch hit $71 intraday. Strategy down 85% from peak. The first lawsuit just landed. And CNBC has gone completely silent.- This episode is sponsored by Pebl. Go to https://hipebl.ai to get a free est...

27 Jun 1h

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