investing

Erik Townsend welcomes Satyajit Das to MacroVoices. Erik and Das discuss:

• The US as the cleanest shirt in a very dirty laundry basket of economies, and what it portends for the USD
• Emerging market debt and how it should be dealt with if interest rates rise
• The difference between a cuclical downturn and a structural shift, and how policy should respond
• The problem with "emergency measures" becoming permanent policy
• A global population obsessed with perpetual incremental improvements to living standards
• Negative interest rates as a form of taxation
• Malinvestment in China, and how it exacerbates the global debt problem
• How China might deal with this round of over-indebtedness, and what's different this time
• How the global economy will be impacted by a slowdown and shift in focus in China
• Gold as a currency, as a hedge, and as a "matter of faith"
• The potential for the entire global economy to "turn Japanese" 

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Erik Townsend welcomes Steve Keen to MacroVoices. Erik and Professor Keen discuss:

• A comparison of the prevailing schools of economic thought
• The role of credit in the economy
• The importance of existing inventory when considering supply and demand calculations
• What's wrong with neoclassical economics and how central bank policy needs to adapt
• How Professor Keen was able to foresee the 2008 financial crisis
• The mistake of mainstream economics in ignoring the importance of private sector debt
• Low credit growth leading to a stangant economy
• "Zombie Economies" and which countries are most likely to suffer another crisis
• How to know if you're living in a Zombie Economy
• The need to reduce private debt, and the ways to incentivize such a reduction
• Plus Samir Madani joins us to discuss #OOTT and much more

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Erik Townsend welcomes geologist and energy industry consultant Art Berman to MacroVoices. Erik and Art discuss:

• The crude oil backstory and the current oversupply
• The likelihood of a future production cut from OPEC
• Middle Eastern politics and how they will affect future oil prices
• EIA/IEA and other government agency statistics - Are they reliable?
• Oil storage considerations and the importance of Cushing, OK - How close are we to capacity?
• The Baker Hughes Rig Count - Does it matter?
• Iran and their ongoing production increases
• The US shale patch operators and their associated junk bonds - What is the chance of widespread default?
• Production decline rates for US shale producers
• Libya’s potential to affect this market - ISIS standing in the way?
• Identifying a bottom in the oil market and a whole lot more…

pdf Click here for supplementary material from Art Berman (1.64 MB)

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Erik Townsend welcomes Jim Rickards to MacroVoices. Erik and Jim discuss:

• Gold as a currency, rather than an investment, because "earning yield requires taking risk"

• The USD rally and the Fed’s influence on its ability to continue

• The difference between a central bank’s ability to cure inflation, vs. curing deflation

• The possibilities of confiscation, taxation, and NIRP and their effects on the relative attractiveness of Gold

• The Fed first tightening into weakness, and now turning more dovish after a market correction in early 2016

• The reasons why governments can’t tolerate inflation

• Gold as a potential hedge against deflation, as well as inflation

• How QE actually functions, and why we’ve seen so little effect on the real economy

• What the next form of stimulus may look like, and how it may affect the outlook on Gold

• The necessity for structural solutions, not monetary solutions, to structural problems

• What an increase in institutional holdings of Gold would mean for price, and plenty more...

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Erik Townsend welcomes Rick Rule to MacroVoices. Erik and Rick discuss:

• Rick’s general thesis on precious metals and how they differ from other natural resources

• The relative predictability of commodities due to their cyclicality

• The spectacular returns available to investors who can be brave when others are fearful

• The value of contrarian information when markets are out of favor

• The value of private placement and P.I.P.E. investments

• Rick’s personal investment strategies at the current time

• The dangers and importance of identifying conflicts of interest in investing

• The resources available to investors to help them protect themselves against frauds

• Erik and Art Berman bring us up to speed on the US crude oil inventory situation, and what fundamental factors may have changed moving the market still higher

• Art warns that this rally may have been about the market pricing in looming supply risks, and more...

• Register for free at the top of this page to have Art's powerpoint presentation sent to you by email

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