Bonds are the bubble, gold is the pin – Ep 535
* Significant moves in the bond market today. * Coronavirus is inflationary. * US has never been less credit-worthy than it is right now. * US treasuries have the lowest yields in history and ar...
22 Feb 202053min
CNBC dismisses Citi’s $2k gold call and pumps Bitcoin instead – Ep 534
Liz Claman has a new podcast called “Everyone Talks to Liz Claman.” It’s a great show and I was on it earlier this week where I talked about growing up, some personal stories, and things you haven’t h...
21 Feb 202053min
QE won’t cure the Coronavirus or the economy – Ep 533
Coronavirus may be worse than anyone thought, but why aren’t the markets worried? Gold mining stocks looking positive again. Underlying weakness in the dollar being revealed in gold. Obama and Trum...
19 Feb 202047min
The political center keeps moving left – Ep 532
Nobody seems to be talking about the downward revisions in the jobs reports, particularly for 2018. Trump’s celebrated jobs numbers have been revised down 370k jobs for that year. Obama’s weak jobs r...
13 Feb 20201h 1min
The Trump Show – Ep. 531
The impeachment trial of Donald Trump ends no real surprise, he was acquitted. The whole thing came down along party lines and was all calculated political theater and posturing for the 2020 election....
6 Feb 202059min
Coronavirus excuse masks nascent bear market – Ep. 530
“So goes January, so goes the year.” If the old adage is true, this could mean the longest bull market in history is coming to an end. And from a political perspective, it couldn’t come at a worse tim...
1 Feb 202046min
Sanders surge more dangerous than coronavirus – Ep. 529
Weak days for the stock market Friday and Monday will likely be blamed on the coronavirus. The real virus to be concerned about is Bernie Sanders as he infects more voters with his rapidly spreading ...
28 Jan 202047min
Capitalism empowers people. Socialism empowers government – Ep. 528
While I was at VRIC, Trump was in Davos touting to other world leaders the “unmatched” period of prosperity America is experiencing, thanks to him. Trump claims that nobody benefits more from his pre...
23 Jan 202059min
