Podcast Episodes 11-20

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Ep. 20: Steve Hanke: How Venezuela Joined the Hyperinflation Club

Fergus Hodgson, December 14, 2016


Steve Hanke is perhaps the world’s leading inflation researcher, and on Monday he announced that Venezuela had crossed the Rubicon and entered hyperinflation territory. That is a price level rising faster than 50 percent in a single month, and it has been achieved by fewer than 60 nations in recorded history. More…

Ep. 19: José Azel: Investing in Cuba Is “Absolutely Nuts”

Fergus Hodgson, December 1, 2016


José Azel is an old friend and my mentor on Cuba. We first met years ago in Miami, and then he was the chief instructor when I completed the certificate program at the Institute for Cuban and Cuban-American Studies. He was an Operation Pedro Pan political refugee in the 1960s and went on to become an accomplished author and columnist. He joins me to explain what, if anything, can be made of Fidel Castro’s death. Further, he addresses the current trajectory and probable options for businessmen interested in the island. More…

Ep. 18: Jayant Bhandari: India’s Economic Suicide

Fergus Hodgson, November 23, 2016


Indian Prime Minister Nahendra Modi has declared 500 and 1,000 rupee notes illegal for exchange. Since these are worth a mere $7.26 and $14.53, he has de facto ended paper currency for use in all major transactions. More…

Ep. 17: Chris Powell: Paper Gold Is the Elephant in the Room

Fergus Hodgson, November 21, 2016

Chris Powell of the Gold Anti-Trust Action Committee says there is a silence in media when it comes to fraudulent sales of gold — certificates that either do not have gold backing or have fractional backing. Less than half backing of gold sold via intermediaries, he believes, is a “very conservative” estimate. More…

Ep. 16: Gloria Álvarez: Populism and Latin Americanization of North America

Fergus Hodgson, November 16, 2016

Populism dates back to the Romans, Gloria Álvarez says: they called it “bread and circus.” As a prominent political analyst based in Guatemala, she has seen this many times over in her part of the world, but now she says it is arriving in the United States. More…

Ep. 15: Why Bitcoin Is Here to Stay

Fergus Hodgson, November 9, 2016

Buenos Aires became Latin America’s bitcoin capital this past weekend — November 4-5 — with industry players in the region gathering for both business opportunities and a celebration of the cryptocurrency’s rise. Since we have not covered bitcoin before on the Gold Newsletter Podcast, I decided to interview three guests on the why, what, and how of bitcoin: More…

Ep. 14: Mark Skousen: Investing in One Lesson

Fergus Hodgson, November 3, 2016

One of the cannons of economics inspired Mark Skousen. After reading Economics in One Lesson (1946) by Henry Hazlitt, he pondered what the most fundamental lesson might be for investment, and the end product was his own book, Investing in One Lesson (2007). More…

Ep. 13: Investors Pick Their President

Fergus Hodgson, November 1, 2016

This year’s New Orleans Investment Conference took place just over a week prior to the US presidential election. The exclusive event draws a well-heeled and informed crowd. Beyond personal sentiments, they care about their pocketbooks and the future of the US economy. More…

Ep. 12: Charles Krauthammer: If Trump Prevails, GOP Split a “Real Possibility”

Fergus Hodgson, October 31, 2016

Charles Krauthammer flew into Louisiana this weekend, but he did not coming bearing good news for attendees at the 2016 New Orleans Investment Conference. Although the Washington Post columnist and retired psychiatrist cannot bring himself to lend any support to Hillary Clinton, he is fearful of a Donald Trump presidency and gave two predictions. More…

Ep. 11: Frank Worley López: How Puerto Rico Can Go from Default to Capitalism

Fergus Hodgson, October 23, 2016

Frank Worley López is a long-time blogger and author on all things Puerto Rico, and he founded the island’s chapter of the Libertarian Party in the 1990s. If you want to understand Puerto Rico, there is no better man, and he details a way for the island to emerge from the ashes of default. More…

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