The consensus believes that inflation is transitory. To be above average, the investor must bet against the consensus, correctly. This video outlines some possible reasons why the consensus bet could be wrong.
Will the high prices of homes, and other commodities become more permanent? If they do not, expect a market crash. If prices maintain, it is unlikely that incomes will keep up, though, rent will likely rise.
The carbon tax is annoying, but other forms of income taxes are more annoying. If both cannot be abolished, it would only make sense to move from one tax to another. Although there is already a rebate for a carbon tax in many countries, It wo
Interest rates are low. So low that they cannot go much lower. This episode outlines where monetary policy and fiscal policy could be headed in the next recession.
Undoubtedly, Technology has boosted productivity in many fields. Much unskilled labor is being replaced by technology. But will active investing also be replaced by robots computers?https://www.oaktreecapital.com/docs/default-source/memos/inv
An Interview with the Leader and Founder of the People's Party of Canada, Maxime Bernier, on issues facing the Canadian economy, and how to fix them. In some areas we agree, others we disagree. We talk about unpopular topics such as debts
Many today, now including the Fed, fear that inflation may not be so transitory. But today's inflation is not what should be feared. Tomorrow's monetary inflation is the real scare. I also go deeper into problems within the repo market.
The presence of zombie companies is bad enough, zombies becoming bankrupt are worse, but avoiding their demise is the ultimate mistake - which we will probably make.
Janet Yellen calls for more government spending, says the federal budget hasn't increased (inflation-adjusted terms). But ironically the budget deficit is at all-time highs... And some insight on the reverse repo action.
Interest rates can only be lowered so low. But can rates be low enough to sustain the ever-increasing debt? And how low can they really go to be effective?
Rick Rule, is the Former CEO of Sprott US Holdings Inc. His Latest Interview this week on the Future of Gold, Silver, Uranium, Copper, and many more Commodities. He is also a frequent guest on Kitco and his rankings website can be found: h
Jim Roger's latest interview this week. Learn how to prepare for the biggest bubble in Jim Roger's lifetime today, in 2021. We talk about gold, silver, agriculture, China, and other global investments I agree with many of Jim's opinions but I
In 2020, COVID-19 has lead to policies creating unseen growth in the market. When these policies are finished, and covid-19 is gone, true market fundamentals will reveal themselves.
The mainstream believes inflation will start from consumer spending. This episode outlines a very distinct and underlooked theory where inflation's root comes grows from producers, not consumers. Listen until the end for my incredibly valuable
Jerome Powell seems bullish on the US economy's recovery while the whole crypto class has a big selloff (excluding Dogecoin). Some valuable insights here.
High P/E can still be considered value investments. However, many of the "innovative" investments are speculative. This episode talks about different innovations during different times. Ps. Sorry for the weird audio in the beginni
Home prices across the globe have soared. China's housing bubble is obvious, but Canada's bubble could be in danger sooner. But even homes in both countries have more value than Crypto.