Transcripts

January 11, 2017; What Will “Trumpflation” Mean for the Rest of the World?

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Yes, that’s why people do want gold. Why do they want it? Because it is, ultimately, the only financial asset devoid of counter-party risk. And so to look at 2017 and 2018 and say that things are getting so much better in the United States […]

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January 4, 2017; Your Questions Answered Part 2

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Would I want my options open with private capital outside the financial system as we challenge political relationships and geopolitical relationships? I’m very comfortable owning gold, and I’m very comfortable if the price drops $100 to $200 from here. I think the probabilities are far […]

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December 28, 2016; Your Questions Answered Part 1

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “So here we are circa 2016, and we’ve papered over the problems in Europe, we’ve papered over the problems in China, and we haven’t met these challenges with any real structural change or reform, in large part because we’ve had massive amount of central bank […]

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December 21, 2016; Stocks Too High? Bullishness Higher Than 2000 & 2007

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Anything is possible. We have melt-up dynamics in the stock market. As we mentioned last week, technical and fundamental factors are temporarily irrelevant when the bulls get running. The two most important factors heading into 2017 will be interest rates, and the direction of interest […]

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December 14, 2016; Trumpo-Stocko-Mania! Let’s Party like it’s 1929

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Get used to it. We’re not going to have anything like the growth we’ve had in the last 30 or 40 years, in part because we’ve got this massive burden of debt that we’re carrying. And now a new administration that says, ‘The debt? Don’t […]

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December 7, 2016; We Are Being Made Beggars For Our Own Money!

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “I hear of Trump’s desire to spend trillions and replace our infrastructure, and spend capital to create growth. And the question that always comes to my mind is “Whose capital?” Government creates nothing. Government has never created anything. Where does the money come from? Answer […]

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November 30, 2016; India Suddenly Goes Almost Completely Cashless

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “How quickly do you go from, ‘We’re okay – barely,’ if you’re an Italian, French or German bank, to ‘Oops, we’re insolvent?’ Well, do you remember Bear Stearns? Do you remember Lehman Brothers? Monday – ‘We’re okay.’ Thursday – ‘Sorry, we’re closing our doors.’ Shocking! […]

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November 23, 2016; Trumponomics and the Sure Return of Inflation

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “In contrast to earlier cycles of debt crisis and economic growth, guess what we have that you didn’t have in earlier cycles? We retained the baggage from the last crisis and now are moving into an environment of ‘rate normalization’ which is really difficult to […]

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November 16, 2016; Clinton Loss Exposes the Intolerance of the “Proudly Tolerant”

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Everything in life is nuanced. And everything on a political platform becomes very bifurcated, and good or evil, and that’s not nuanced at all. So now that we’re past the election we need to start getting into the fine brush-strokes and figuring out what are […]

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November 9, 2016; Trump Wins – Post Election Special Edition

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Capital grew over the last 35 years all over the world while labor was left behind. Now labor wants some of that capital back. So, is it higher taxes, is it a change in the structure of capital gains tax rates? There are a variety […]

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November 2, 2016; Aden Interview: 2016 = Uncertainty, Anger and the Turnaround for Gold

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “It really is interesting. I think it can go on a lot longer than you imagine. And we would just say, let the markets tell you. Go with what you see in the markets because it will come out. The markets will tell the story, […]

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October 26, 2016; Key U.S. Ally Suddenly Switches Allegiance To China

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Imagine launching a car off of a ramp. Your maximum acceleration combined with maximum ramp angle launches the vehicle into space. There is an apex where velocity is at its max and then energy is lost. And markets are no different. You have flows of […]

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October 19, 2016; $20 Trillion in Debt, Who Cares!? Just Numbers On A Screen

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick We have economic activity this week. We have financial firms that are closest to the central bank community in Japan and Germany which are being hurt, not helped, by their policies. It’s the backlash and the collapse of confidence that marks the tone and tenor […]

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October 12, 2016; Jim Deeds: The Election is about Changing Forever the America We Knew

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick You look at life and say, ‘Some things go on and on and on, but most things do change, and the change is what creates the opportunity.’ That’s the only reason I can get very excited about what I see every day, is that what […]

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October 5, 2016; Is Deutche Bank the Next Lehman? – Hillary Hopes Not

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “In essence we went from a banking crisis in 2008 and 2009 to an even larger issue today, and it makes sense why Larry Summers would suggest an active participation in purchasing stocks, not just bonds, and Yellen would echo that saying the Fed needs […]

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September 28, 2016; To Understand Election 2016 You Have to See 2020

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick You and I, Kevin, look at debt and we say, “This is a big problem.” For the muckety-mucks, they would say, “This is not a big problem because we have something at our fingertips that you don’t have, and that’s the power to coerce. We […]

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September 21, 2016; Straight From the Horse’s Mouth: “We Will Eliminate Your Cash”

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Yes, we have stagflation. No, there is no stable equilibrium. Yes, there are inputs into companies that are tagging the bottom line for corporations, and have been cautious in terms of business spending, which leaves us with one conclusion. Guess what? Early 2017 the markets […]

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September 14, 2016; Carmen Reinhart: Financial Repression Requires a Captive Audience

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Sometimes, if you find a more opaque way of picking somebody’s pocket, you may get away with it for a while. I’ve had a very tough time with a lot of people convincing them that negative real rates are a tax, which to me seems […]

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September 7, 2016; Common Man is “Mad as Hell & Not Going to Take Anymore”!

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “When the mass is moving a certain direction, try to stand back and appraise it as objectively as possible, because history, as a guide, will tell you that the majority is always wrong. The majority is being clustered and focused by central planning in such […]

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August 31, 2016; Diane Coyle on GDP: Rethinking the Uncountable

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “A lot of Americans, a lot of Britons, a lot of other Europeans, have not seen any progress in their standard of living. I think that’s one of the reasons we’re seeing uncivil political debate that both sides of the Atlantic are having these days. […]

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August 24, 2016; Part 2) Doug Noland – The Consequences of Massive Debt

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “My job is not to predict, it is to have a sound analytical framework, to work very hard to be on top of developments, to be able to react. And we’re going to have to react. There are going to be some major decisions that […]

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August 17, 2016; Part 1) Doug Noland – The Consequences of Massive Credit

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “We are talking about the stability of the global financial system. We are talking about confidence in the heart of money and credit. And the thought that we can go out and endlessly inflate trillions of dollars of credit – and these are just basically […]

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August 10, 2016; Bond Kings Gross & Gundlach Strongly Suggest Gold

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “The world is going to be re-made, perhaps not for the better, in the chaos that ensues. And perhaps that is not by accident. Own some gold; own some gold shares. You need to let this clear, and you don’t want to be involved in […]

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August 3, 2016; Storehouse Creativity vs. Fearful Hoarding

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “This kind of interventionist behavior on the part of central banks all around the world – this is where gold gains traction again, when people say, ‘You can’t make heads or tails out of interventionism and the only way to hedge against a blow-up is […]

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July 27, 2016; Richard Duncan: Creditism Has Replaced Capitalism

The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Everyone is trying to understand what we have to do to prevent our economy from collapsing, and hopefully, be able to return to growth. But it’s important for everyone to understand that there is no real past experience for us to draw on. This is […]

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