Archive | PodCasts

Felix Zulauf: What comes after Currency Devaluation?

About this week’s show:
-Individuals can hedge, but you can’t hedge the entire system
-In an ideal free world, gold would be the ideal currency
-The Euro will break, and it will be a chaotic process

About the guest: Felix Zulauf; born 1950, is the owner and president of Zulauf Asset Management, a Zug, Switzerland-based hedge fund, which he founded in 1990. Zulauf Asset Management has $1.7 billion assets under management, according to MacroAxis. Read more on his blog: http://felixzulaufblog.blogspot.com/

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The U.S. Dollar Carry Trade Nightmare

About this week’s show:
-Interest cheap loans get expensive in dollar rise
-Currency wars can turn to tank & bomb wars
-Bank stress tests: misplaced optimism

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Nothing is Permanent…Beware the Consensus!


About this week’s show:
-When opinion is unified, prepare for the opposite
-Mario Draghi ramps up the currency war
-Two types of people: Believers in Fed success or gold buyers

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Alexander Landia: The Politics and Price of Energy


About this week’s show:
-Over capacity in oil is very small compared to 1996
-Saudi Arabia is dominant price-setter for oil
-Energy Tri-lemma: price, availability & environment

About the guest: 
Dr. Landia was participated in key projects for Russian and international blue chip companies on strategy, mergers and acquisitions, corporate governance, transformation of processes and IT systems. Dr. Landia was participated in key projects for Russian and international blue chip companies on strategy, mergers and acquisitions, corporate governance, transformation of processes and IT systems. Dr. Alexander Landia is Non-Executive Independent Director of Barloworld Limited, since 1 October 2013. Dr. Landia serves as a senior independent non-executive director of OJSC SUEK, one of Russia’s coal companies.

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Controlled Interest Rates: The NEW Weapon of Theft

About this week’s show:
- 16% of all sovereign debt is at negative interest rates! 
-Deflation is only devastating to the highly leveraged.
-Resolving debt crises is nothing more than assigning losses.

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The Greeks: Is it a Game of Chicken or a Forfeit?

About this week’s show: 
-Subprime auto loans, the next bubble to pop?
-New home sales down, home stocks soar
-Obamas amnesty, tax refunds for a vote
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Giulio Gallarotti: The Power Curse


About this week’s show:
-Complexity is creating huge moral hazard
-Currency Wars are now the primary form of leverage
-Insensitivity to danger makes us RIPE for Collapse
-Be sure to read and purchase: The Power Curse: Influence and Illusion in World Politics

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Fed: “Let’s Penalize Unspent Cash”


About this week’s show:
-Stocks still lower than in 1999 (Inflation Adjusted)
-Fed’s Bullard NOW warns of Bubble Dynamics
-Fed Working Paper on Cash: Spend it or lose it
– Click here to read: Interest Rate Policy

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Monroe Price: Free Expression and Strategic Communication


About this week’s show:
-David Cameron calls for internet control
-Is it strategic communication or propaganda?
-Head of NSA “treat networks as if they were weapons.”
Be sure to order Monroe Price’s  book, Free Expression, Globalism, and the New Strategic Communication

 

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Swiss Franc Shock!


About this week’s show:
-Most significant currency move since 92’
-Flight capital flees to gold and Swiss Franc
-Chinese stocks plunge 8% in a day

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