Tue, 30 June 2020
241: The Dragon Portfolio Hawks & Serpents, Hertz Exec Bonuses Pre-Bankruptcy, Galloway on Higher Ed
George Gammon returns to discuss the allegory of the Hawk & Serpents. What kind of economic cycle are we in right now? How long will it last, and what’s to learn from it? As well, George Gammon and Jason Hartman discuss inflation or deflation, or both.
[1:50] What is the dragon portfolio? And what is a risk parody portfolio?
[3:00] Allegory of the Hawk & Serpents, and understanding the twenty to thirty-year economic cycles.
[6:20] Link for the cycles: https://docsend.com/view/taygkbn
[10:30] We don’t have inflation or deflation, we have a combination of both all the time.
[17:45] One would think that when you have a strong dollar, everything else would be cheap in comparison. George says there isn’t really a correlation between the consumer price index compared to what the dollar is doing.
Dragon Portfolio: https://docsend.com/view/taygkbn
Fri, 26 June 2020
240: True Reagan & Winning Your Audience, Deliver a Message with the Confidence of a President by James Rosebush
James Rosebush, a former Deputy Assistant to President Reagan, is on the show to discuss his book, Winning Your Audience. He shares tips to sound more like Reagan, the great communicator.
[2:30] Reagan, the great communicator, loved his audience. This was his secret to success as a speaker.
[8:20] Speech abilities given to Reagan because of his history as an actor.
[12:00] Some tips to speak a little more like Reagan.
[16:00] Visualize what you want to give brilliance to your speech.
[18:00] The experience of being blessed by the Pope.
[19:00] 65% of communication is non-verbal.
[23:00] If you speak from your heart, you will win.
[26:00] We need more speakers that are sherpas.
Tue, 23 June 2020
Jason Hartman talks with guest, Mark Moss, who believes in fully diversifying your investment portfolio. Mark shares his strategy on investing in gold, stocks, real estate, and even cryptocurrency. All of his strategy leads back to the idea that cashflow is the name of the game. Bitcoin does not need to be the global currency to have weight and validity. From game-theory to understanding what gives the currency its value, Mark shares what he knows about investing across the board.
[1:30] The smartest people in the world know that they don’t know.
[3:00] Cashflow is always the name of the game, but I don’t forget about investing for growth.
[7:00] Determine your own tolerance for risk.
[9:45] Understanding money creating, through debt.
[11:25] Since 1971, our standard unit of value has been severed.
[14:00] Fake wealth vs creating wealth
[17:00] Shifting to Cryptocurrencies
[19:00] Shifting to Cryptocurrencies
[22:20] Will cryptos lead to a separation of money and state?
[26:00] There shall never be sound money again until it is taken from the government.
[29:10] Understanding the bitcoin halving.
[32:30] While bitcoin may be limited, Cryptos, in general, have no limit?
Fri, 19 June 2020
Be a doer! Jason Hartman discusses the risk/reward investment concepts when looked at in hindsight. It’s not about gambling, it’s about building solid fundamentals for investing. It’s understanding the advantages of multi-dimensional assets.
Jim Rogers returns to the show for his first time in seven years. Jim talks with Jason about government power, and their financial strategies. The big question concerning government stimulus right now is, “how will we suffer from this?”
Jason’s Recommendations For Your Library:
[3:15] The hardest ship to sail is a partnership. Investing Commandment Number 3, “thou shalt maintain control”
[7:30] When you look back over time, the rewards always go to the doers. They always go to the risk takers!
[12:00] Returns based only on inflation induced debt destruction…at the official rate of inflation, which is often understated.
[13:30] Jim Rogers
[19:30] Every government wants more power than they have.
[21:20] How will we suffer from this?
[27:00] “Whenever things go wrong in a country, thought history, politicians blame foreigns”
[36:00] “When I was younger, many people helped me. Even if I look like a fool, I’d like to help people where I can” -Jim Rogers
Tue, 16 June 2020
Jim Puplava joins today’s show with much to talk about the supply chain disruption, and what’s to come of it. Jim says that business innovation is a must, and it looks as though companies like Walmart have already started making changes. These efficiencies aren’t only applicable in pandemic times, these strategies will prove to benefit businesses and patrons while we shelter-in-place or not.
Jim Puplava’s interview is continues with a discussion on inflation or stagflation, where do we see the immediate future of the U.S.? As well, Jim shares some interesting concepts about cryptocurrency, why it might be used, and why it might be rejected. Finally, Jim answers why negative interest rates cause a problem with cash.
[1:00] The supply chain has been disrupted. While it will take some time to correct, some of it will be beneficial.
[3:00] Inflation is a lot more money chasing fewer goods and services.
[10:40] Still singing the “creative destruction” tune. Business innovation is a must.
[11:45] The oil market, and the perfect storm.
[17:15] Is our future inflationary or stagflationary?
[24:20] Jim, what do you think about cryptocurrency?
[26:35] Why do negative interest rates cause a problem with cash?
[30:48] In the U.S., what’s the result of our debt to GDP ratio getting out of line?
Fri, 12 June 2020
Ellen Brown is today’s guest here to discuss Universal Basic Income, UBI. As well, she shares some interesting details about what happens to the money when a debt is paid. How did China increase its money supply by such a large percentage in two decades?
Guest: Ellen Brown, author of over a dozen books including, The Public Bank Solution, From Austerity to Prosperity
[2:30] What is a postal account?
[10:45] What is the end game of money spending?
[12:10] Money is lent into existence. Banks create the principal but they don’t create the interest, so debt always grows faster than the money supply.
[15:00] The real economy is always short of money because there’s a hole in the bucket that always drains into the financial economy.
[16:00] What is the financialized economy?
[20:20] Debt grows until it gets so high that people can’t borrow anymore, so they pay down their debts instead of taking out new debts. That shrinks the money supply. That goes into deflation which goes into depression.
[22:30] Money evaporates when it pays off the debt.
[26:30] All of our money is credit. China increased its money supply by 1800% in twenty years, and they did not run into hyperinflation. Find out more.
Tue, 9 June 2020
Be optimistic! It’s hard to stay positive in times of crisis, but Jason reminds us about controlling our perspective. The world will go back to normal. Think long-term, people and companies will figure out a way.
Casey Weade interviews Jason on the idea of pandemic investing, and how to know when it’s the right time to start investing in real estate. Since the remote world is becoming easier, and more friction-free, suburbia is on the rise.
[3:30] We are trained to focus on the negative, hence the media’s direction
[4:30] Stay calm, keep good counsel, keep your eye on the ball, take action
[7:30] Entertain some of the conspiracy theories, at least for their entertainment value
[9:30] The world will go back to normal
[13:00] People and companies will figure out a way
[14:30] Act in your long-term self-interest vs short-term self-interest
[20:00] Casey Weade talks pandemic investing
[25:05] Crisis is an opportunity riding the dangerous wind
[28:00] Suburbia is uniquely American
[32:00] The remote world is becoming easier, and more friction-free
[34:00] When is the right time to start investing in real estate?
Sun, 7 June 2020
Jason Hartman and Rabbi Evan Moffic talk about the big migration out of high density areas. Starting in 2016 a trend of moving to low density areas started to grow and the pandemic has encouraged the departure from more densely populated areas. While these trends may rely heavily on the wants and needs of Generation Z, health issues and worker experiences might speed up the migration.
[4:00] Pandemic proved how densely we are living, and also how successfully you can live working remotely
[7:00] Starting in 2016, a trend of non-metropolitan counties were gaining population more-so than metropolitan counties
[9:45] A lot of the migration trends could depend a lot on Generation Z
[13:00] What led you to believe that this mass migration to lower density living would occur?
[16:40] The average population density (APD) of the U.S.A. is only 87 people per square mile
[17:28] The APD of metropolitan areas of the U.S.A. is 283 people per square mile, and the APD of New York City is 27,000 people per square mile
[21:30] The rise of socialism
[25:30] “Expansions make millionaires, recessions and depressions make billionaires”
[26:20] “In a recession or a depression, the person who wins is the person who loses the least”
Direct download: CI_1441_Profit_From_Migration_Title_Wave__Big_Government_-_Evan_Moffic.mp3
Category:general -- posted at: 12:00pm EDT