The Commercial Investing Show

Jason Hartman welcomes Simon Caron, the Uneducated Economist, who quite frankly, is a lot more educated than many economists out there! With a background in the lumber industry and his direct work in sales at a lumberyard, Simon's research comes from real world, real life experience as he deals firsthand with the current building material and lumber shortage logistical nightmare on a daily basis.

He reports that lead time for a lot of building materials is now three months and discusses the Cantillon Effect, worsening inequality and the crisis builders are facing just to get their projects completed. Builders are having to order supplies before they even have a permit, putting the cart before the horse! Simon also encourages you to pay close attention to debt (especially corporate debt), rising interest rates and central bank digital currencies.

UneducatedEconomist.com "Welcome to the Uneducated Economist, the place where street level thoughts and conversations take place covering all things macroeconomics. I have never taken an economics course, nor was I raised with that being a common topic of discussion. When the great financial crisis hit in 2007, I found myself very confused by the collapse of the economy. What started off as curiosity, grew to a hobby, and has now become an obsession. Studying the economy, the cause and effects of monetary and fiscal policy is difficult to understand - to say the least. As The Uneducated Economist I take complex economic issues and break them down so anyone can understand and have a conversation about."

Watch the video HERE.

0:45 Welcome Simon Caron, the Uneducated Economist - the logistical nightmare behind the current lumber shortage

4:46 Builders need to order supplies before they even have a permit which puts the cart before the horse

5:54 If building material costs keep going up, how can home prices stabilize?

8:21 Widening gap between housing starts and housing completions

10:29 Windows are to houses as semiconductor chips are to automotives

12:21 Simon Caron explains the Cantillon Effect

15:10 The Cantillon Effect leads to wealth transfer and poverty

17:36 How will this building and construction issue play out over the next 1-2 years?

20:19 The Fed has lost control over inflation

22:58 California's supply chain problems and shortages

23:40 Decline in the standard of living

27:19 Pay attention to debt (especially corporate debt), rising interest rates and central bank digital currencies

30:09 Moving away from the Dollar as a reserve currency

31:15 The good, the bad, and the ugly about central bank digital currencies

32:52 Central bank digital currencies and universal basic income are inextricably connected

35:07 It's become burdensome to use cash

37:54 Find Simon Caron on YouTube, Instagram and UneducatedEconomist.com

 


 
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JasonHartman.com/Bitchute

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Real Estate News and Technology: https://www.youtube.com/channel/UCPSy…

Jason Hartman welcomes a special guest today, the mysterious and brilliant Doomberg, to discuss if the story of 2022 could be a food inflation and food shortage crisis born directly from the energy crisis that we're seeing today. Jason and Doomberg take on this ongoing train wreck energy crisis we're living through and discuss how China's response to the energy crisis that started in Europe is creating even more supply chain issues. The cost of energy is embedded into every product and service, and Doomberg demonstrates how this energy crisis is going to feed into substantial price shocks in the food space. Just consider how the price of fertilizer has recently skyrocketed! These increases will hit the poor and the lower middle classes of the economic spectrum the hardest, but they offer some possible solutions for uncertain times ahead. "Doomberg is the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and c-suite executives. Its principals apply their decades of experience across heavy industry, private equity and finance to deliver innovative thinking and clarity to complex problems."

Get Doomberg's latest articles: https://doomberg.substack.com/

Twitter: https://twitter.com/DoombergT

Key Takeaways:

0:45 Food supply crisis coming our way? Scary food shortages ahead?

1:16 What can we expect in 2022?

2:57 If you choke off the energy supply, you're deciding who lives and dies

4:30 Consequences of the anti fossil fuel movement

7:03 Liquid natural gas (LNG) prices are skyrocketing

9:13 Aluminum alloys, magnesium and the automotive industry

12:29 "America's Energy Strategy is Bonkers" - shutting down of the Keystone Pipeline and the national moratorium on drilling

13:54 Beholden to Vladimir Putin for supplying gas, Europe is one violent cold snap away from political uprising

15:02 The price of fertilizer has skyrocketed in the US leading to massive price spikes in food

16:30 "Starvation Diet" and inflationary food prices

19:11 Should we prepare for the worst? What can we do to prepare?

23:38 Increase the working capital of your home; being prepared is not selfish, it's responsible

27:14 Generators for emergency times

30:49 Economic and financial action steps for tough times ahead

 


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Free Class: CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect

Special Offer from Ron LeGrand:  https://JasonHartman.com/Ron

What do Jason’s clients say?  http://JasonHartmanTestimonials.com

Contact our Investment Counselors at: www.JasonHartman.com

Watch, subscribe and comment on Jason’s videos on his official YouTube channel: YouTube.com/c/JasonHartmanRealEstate/videos

Free white paper on the Hartman Comparison Index™

Guided Visualization for Investors: JasonHartman.com/visualization

Jason’s videos in his other sites:

JasonHartman.com/Rumble

JasonHartman.com/Bitchute

JasonHartman.com/Odysee

 

Direct download: 306_Commercial_Investing_-_Doomberg_v1.mp3
Category:general -- posted at: 4:36am EDT

What happens when the money supply is expanding more than ever, the government is more indebted than it's ever been and interest rates are at the lowest they've ever been? Find out with Jason Hartman and the founder of Heresy Financial, Joseph Brown as they discuss this and much more!

We are seeing the largest monetary expansion in US history which has triggered some very high inflation numbers. The last two years have given the government an excuse to start monetizing a ton of government debt by printing money. This is a top down financing tool for redirecting purchasing power, instead of creating new purchasing power, and leads to a misallocation of resources due to the unlimited purchasing power at the top. This misallocation causes the destruction of wealth and will eventually lead to financial repression. And so, the question is not a matter of if the Federal Reserve will spark a crash, but the question is when and how much before they reverse course.

Follow Joseph Brown, founder of Heresy Financial on Twitter: https://twitter.com/heresyfinancial?s=20

Watch the video HERE.

Key Takeaways:

0:34 Welcome Joseph Brown, founder of Heresy Financial

1:22 The Federal Reserve, tapering and rising interest rates

3:30 Injecting cash into the repo market to prevent a systemic financial collapse

4:25 Bureaucrat malevolence or incompetence?

5:55 Quantitative easing infinity, monetizing government debt

7:25 The Federal Reserve is under pressure to get inflation under control

8:20 What will happen when the Fed raises interest rates in 2022?

9:15 Not if, but when will the Fed spark an economic crash?

9:36 Will investors still want to buy real estate with higher interest rates?

12:25 Why the real estate market is different this time

14:25 Every bailout costs more and more

16:15 Long and short term interest rates and the yield curve

18:30 Stimulus checks, universal basic income, and a central bank digital currency

21:23 The Federal Reserve has become more political

22:55 A central bank digital currency is complete financial repression

24:15 Joe Brown's 2022 economic predictions

25:50 Effects of hyperinflation

28:19 People with the power will always make the decision that is most beneficial to them

28:51 Debt-to-GDP ratio and monetized debt

33:05 We have an inflationary monetary system

34:30 Follow Joseph Brown on YouTube and Twitter at Heresy Financial

 

 


The WEALTH TRANSFER is happening FAST! Protect your financial future now! Did you know that 25% to 40% of all dollars ever created were dumped into the economy last year???  This will be devastating to some and an opportunity to others, be sure you’re on the right side of this massive wealth transfer. Learn from our experiences, maximize your ROI and avoid regrets.

Watch, subscribe and comment on Jason’s videos on his official YouTube channel: YouTube.com/c/JasonHartmanRealEstate/videos

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Jason’s videos in his other sites:

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JasonHartman.com/Bitchute

JasonHartman.com/Odysee

Direct download: 305_CI_Joe_Brown_Heresy_Financial_v1.mp3
Category:general -- posted at: 2:00pm EDT

Jason Hartman discusses today's economic boom or bust and real estate trends with a very special guest and absolute wealth of knowledge, Dr. Vikram Mansharamani. He talks about identifying bubbles in various markets, and whether or not real estate should continue to be a profitable play over the long run. Dr. Mansharamani gives his outlook on other asset classes, such as Bitcoin and precious metals and encourages you to take control of your financial decisions.

"Dr. Vikram Mansharamani is a global trend-watcher who shows people how to anticipate the future, manage risk, and spot opportunities. He is the author of the recently-released THINK FOR YOURSELF: Restoring Common Sense in an Age of Experts and Artificial Intelligence and BOOMBUSTOLOGY: Spotting Financial Bubbles Before They Burst. He has been a frequent commentator on issues driving disruption in the global business environment. Vikram’s ideas and writings have also appeared in Bloomberg, Fortune, Forbes, The New York Times and a long list of other publications. LinkedIn twice listed him as their #1 Top Voice for Money, Finance and Global Economics and Worth has profiled him as one of the 100 most powerful people in global finance. Millions of readers have enjoyed his unique multi-lens approach to connecting seemingly irrelevant dots."

Watch the video HERE.

Key Takeaways:

0:00 Welcome Dr. Vikram Mansharamani, global trend watcher, Harvard lecturer and author: his five lenses to help identify bubble territory and economic boom or bust

5:25 Cultural dynamic and consensus herd behavior

6:57 The million dollar question - are we in a bubble?

9:47 Rise and fall of various asset classes, inflation and interest rates

11:34 What about precious metals?

14:29 Real estate markets and inversely directional interest rates

16:49 Inflation vs deflation - technology is the most powerful deflationary force

19:31 The world's largest economies all have aging demographics

21:23 The role of immigration and technology in advancing societies and the long term demographic implications of social media

24:12 Residential and other real estate segment risk through industry modernization

26:19 Dr. Mansharamani's outlook on the stock market

30:17 Passive investing bubble and index investing logic

36:15 Retirement accounts are a ticking time bomb

37:56 Labor market and shortages

39:29 Bitcoin, boom or bust?

43:50 In an age of technology and experts, we've stopped thinking for ourselves

44:59 Read Dr. Mansharamani's articles at www.Mansharamani.com

 


The WEALTH TRANSFER is happening FAST! Protect your financial future now! Did you know that 25% to 40% of all dollars ever created were dumped into the economy last year???  This will be devastating to some and an opportunity to others, be sure you’re on the right side of this massive wealth transfer. Learn from our experiences, maximize your ROI and avoid regrets.

Watch, subscribe and comment on Jason’s videos on his official YouTube channel: YouTube.com/c/JasonHartmanRealEstate/videos

Free Mini-Book on Pandemic Investing: PandemicInvesting.com

Jason’s TV Clips: Vimeo.com/549444172 

CYA Protect Your Assets, Save Taxes & Estate Planning: JasonHartman.com/Protect

What do Jason’s clients say?: JasonHartmanTestimonials.com

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Call our Investment Counselors at: 1-800-HARTMAN (US) or visit JasonHartman.com

Free white paper on the Hartman Comparison Index™ 

Guided Visualization for Investors: JasonHartman.com/visualization

Jason’s videos in his other sites:

JasonHartman.com/Rumble

JasonHartman.com/Bitchute

JasonHartman.com/Odysee

 

Direct download: 305_CI__STR_CW_CC_AMA_AIPIS_-_Boombustology_by_Vikram_Mansharamani_v1.mp3
Category:general -- posted at: 2:00pm EDT

Pay attention to the news not being reported! In the midst of all the chaos in Ukraine, Jason encourages you to take action against the FED using his patented Inflation Induced Debt Destruction! Also, save the date- April 1 and 2, 2022 for the Jason Hartman University virtual event! More details to come!

And today, Jason welcomes geopolitical expert Peter Zeihan to the show today to discuss the ongoing war between Russia and Ukraine. 

Peter discusses Putin’s motivations, Russia’s demographics and energy exports and if the response from the West will be enough to stop this conflict. What are the short and long term economic and agricultural implications of the Russian invasion? Peter and Jason discuss Russia’s army and nuclear weapons, NATO and America’s involvement. 

All royalties from Peter’s book sales between March 1 - May 31 will go to Ukrainian charities to help with medical needs of the refugees and the people who decided to stay behind. www.Zeihan.com 

Key Takeaways:

Jason's editorial

1:16 Pay attention to the news not reported

5:17 Payback against the FED

7:17 Save the Date: April 1 & 2, 2022: The JHU Virtual Event

9:13 Thanks to Starlink, Ukraine will be joining us as well

Interview with Peter Zeihan

12:05 Three major thrusts in Russia’s war against Ukraine: Belarus, continuing attacks on Kiev, southern front

14:13 Partisan conflict guerrillas

15:57 Argument that Russia doesn’t want Ukraine in NATO doesn’t hold water

19:26 Putin’s endgame and will sanctions be effective? 

21:48 Can Russia afford this war? Russia’s current economic reality

24:27 Is Putin just a desperate tyrant who wants to leave a legacy? And will the US intervene directly?

26:40 Response from NATO; Russia is seeking a multi step expansion 

28:38 Most of the Russian soldiers are draftees

29:41 China and Taiwan conflict and the economic and agricultural implications: widespread famine

34:14 Oil and gas

36:29 Royalties from Peter’s books will go to Ukrainian charities - www.Zeihan.com

 

ABOUT PETER ZEIHAN:

Peter Zeihan is a geopolitical strategist and the founder of the consulting firm Zeihan on Geopolitics. His new book is THE END OF THE WORLD IS JUST THE BEGINNING:

Mapping the Collapse of Globalization (Harper Business; on-sale: June 14, 2022). His clients include energy corporations, financial institutions, business associations, agricultural interests, universities, and the U.S. military. He is the critically acclaimed author of The Accidental Superpower, The Absent Superpower, and Disunited Nations, which have been recommended by Mitt Romney, Fareed Zakaria, and Ian Bremmer. Peter is also a highly sought-after public speaker. He lives in Colorado. For more on Peter Zeihan, visit: https://zeihan.com/. Follow him on Twitter: @PeterZeihan

 


The WEALTH TRANSFER is happening FAST! Protect your financial future now! Did you know that 25% to 40% of all dollars ever created were dumped into the economy last year???  This will be devastating to some and an opportunity to others, be sure you’re on the right side of this massive wealth transfer. Learn from our experiences, maximize your ROI and avoid regrets.

Watch, subscribe and comment on Jason’s videos on his official YouTube channel: YouTube.com/c/JasonHartmanRealEstate/videos

Free Mini-Book on Pandemic Investing: PandemicInvesting.com

Jason’s TV Clips: Vimeo.com/549444172 

CYA Protect Your Assets, Save Taxes & Estate Planning: JasonHartman.com/Protect

What do Jason’s clients say?: JasonHartmanTestimonials.com

Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else:  JasonHartman.com/Fund

Call our Investment Counselors at: 1-800-HARTMAN (US) or visit JasonHartman.com

Free white paper on the Hartman Comparison Index™ 

Guided Visualization for Investors: JasonHartman.com/visualization

Jason’s videos in his other sites:

JasonHartman.com/Rumble

JasonHartman.com/Bitchute

JasonHartman.com/Odysee

 

Direct download: 304_CI-_Russias_New_World_Order_Peter_Zeihan_v1.mp3
Category:general -- posted at: 1:31pm EDT

Join Jason today as he welcomes Dr. Peter McCullough, MD. Dr. McCullough has over 50 peer-reviewed papers and is an extremely credible person in the medical field.

You can also watch the video NOT on YouTube (having been censored) but on Jason’s other video sites:

JasonHartman.com/Rumble

JasonHartman.com/Bitchute

JasonHartman.com/Odysee

After receiving a bachelor’s degree from Baylor University, Dr. McCullough completed his medical degree as an Alpha Omega Alpha graduate from the University of Texas Southwestern Medical School. He went on to complete his internal medicine residency at the University of Washington, cardiology fellowship including service as Chief Fellow at William Beaumont Hospital, and master’s degree in public health at the University of Michigan. Dr. McCullough is a practicing internist, cardiologist, epidemiologist in Dallas Texas and the Chief Medical Advisor of the Truth for Health Foundation.

Listen in to hear another side of this whole pandemic/vaccine debacle and discover what you can do to protect your liberties!

Follow Dr. Peter McCullough, MD at Twitter @P_McCulloughMD and listen to his podcast America Out Loud: The McCullough Report

1:28 Who is Dr. McCullough

3:33 Misinformation and censorship

5:08 Booster concerns and the vaccine numbers tell the story

6:28 Why the misinformation?

6:58 Data, death and deception- is there any end in sight?

9:11 What is truly important

12:03 A collapsing house of cards

13:50 Numbers are grossly under-reported

18:18 Data: The vaccines are causing great harm

21:33 World Council for Health and post vaccine issues

24:16 Inflammation and post vaccine metrics

26:41 Fertility side effects, tin foil hats and dating sites

30:55 Fracturing of decisions- the wall begins to crumble

34:19 Vaccines don’t work

 


The WEALTH TRANSFER is happening FAST! Protect your financial future now! Did you know that 25% to 40% of all dollars ever created were dumped into the economy last year???  This will be devastating to some and an opportunity to others, be sure you’re on the right side of this massive wealth transfer. Learn from our experiences, maximize your ROI and avoid regrets.

Watch, subscribe and comment on Jason’s videos on his official YouTube channel: YouTube.com/c/JasonHartmanRealEstate/videos

Free Mini-Book on Pandemic Investing: PandemicInvesting.com

Jason’s TV Clips: Vimeo.com/549444172 

CYA Protect Your Assets, Save Taxes & Estate Planning: JasonHartman.com/Protect

What do Jason’s clients say?: JasonHartmanTestimonials.com

Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else:  JasonHartman.com/Fund

Call our Investment Counselors at: 1-800-HARTMAN (US) or visit JasonHartman.com

Free white paper on the Hartman Comparison Index™ 

Guided Visualization for Investors: JasonHartman.com/visualization

Jason’s videos in his other sites:

JasonHartman.com/Rumble

JasonHartman.com/Bitchute

JasonHartman.com/Odysee

Direct download: 303_CI__JS_WIN_HI_ALL_SHOWS_-_Dr._Peter_McCullough_MD_v1.mp3
Category:general -- posted at: 10:49am EDT

Paul Moore from Wellings Capital is your host again today on Commercial Investing and he shares the multiple benefits of mobile home park investing. Some of America’s most successful investors, such as Sam Zell and Warren Buffet, are in the mobile home park business as investors, builders and financiers. 

The benefit to you as an investor or operator in acquiring a mobile home park includes many opportunities to increase value. Paul reveals that collections during the pandemic were surprisingly good compared to a lot of other assets because of the partnership between parks and tenants. Did you know that mobile home parks have very low tenant turnover? Paul shares surprising statistics which show that 93-98% of mobile homes stay exactly where they were originally planted. It's a great supply and demand situation for mobile home park owners, so get involved now! 

Key Takeaways:

[0:46] Why Paul Moore loves mobile home park investing 

[1:39] How Paul got started in 1977

[2:40] America's most successful real estate investor, Sam Zell

[4:04] Blackstone owns well over a billion dollars of mobile home parks

[6:04] Mobile home parks are recession resistant

[9:18] Affordable housing crisis 

[10:47] Low tenant turnover

[12:19] Low maintenance and capital expenses

Mentions:

JasonHartman.com

WellingsCapital.com

Mobile Home Park Investing Report: wellingscapital.com/resources

Tweetables: 

Live where we want to and invest where it makes sense. - Robert Helms 


The Commercial Investing Podcast welcomes back Paul Moore, founder and managing partner of Wellings Capital, to discuss seven paths to get involved with commercial real estate. Paul shares great advice and diverse ways to enter into this sector, whether you are just starting out, or already involved in residential real estate. 

Key Takeaways:

[1:10] Seven paths to commercial real estate investing

[2:23] How Paul Moore got into commercial real estate

[3:06] Path #1 The long and winding road

[5:03] Path #2 Baptism by fire: Going on your own

[7:01] Path #3 Become a deal finder/maker

[10:49] Path #4 Be a capital development specialist (raise money)

[15:06] Path #5 Get a job in the commercial real estate sector

[17:30] Path #6 Passive investing

[22:23] Path #7 Find a mentor

 

Mentions:

Watch Jason's video "How to Analyze a Real Estate Investment and Read a Pro Forma"

JasonHartman.com

WellingsCapital.com

Brian Burke: The Hands Off Investor

 

Paul Moore’s Latest Book:

Storing Up Profits: Capitalize on America's Obsession with STUFF by Investing in Self-Storage

 

Direct download: 300_CI_Paul_Moore_Seven_Paths_to_Commercial_Real_Estate_Investing_v1.mp3
Category:general -- posted at: 4:00pm EDT

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