Podcast Episodes 101-150
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Ep. 150: America: One Election Away from Socialism
Fergus Hodgson, October 2, 2019
Julia Song, a conservative activist and commentator, fled Brazil’s socialist meltdown—which preceded Jair Bolsonaro’s rise—and moved to North Carolina, only to find the same drift toward statism. More…
Ep. 149: Why the Tech Boom Is No Bubble
Fergus Hodgson, September 25, 2019
Ross Gerber loves Tesla. Unlike many in the precious–metals industry, the president and CEO of Gerber Kawasaki Wealth and Investment Management believes there is no bubble in tech companies. He argues that behavioral adaptation to global warming will drive oil demand down in the long term and make eco-friendly innovations profitable. More…
Ep. 148: The Long Shadow of China’s Global Ambitions
Fergus Hodgson, September 17, 2019
A minor truce between Washington and Beijing to ease off the trade war will not be enough to avert a recession argue Matt Warder and Sean Levine, directors of research and product development at Energy Capital Research Group. More…
Ep. 147: Doug Casey: Only a Miracle Can Avert US Depression
Fergus Hodgson, September 10, 2019
For the average citizen, the race to the bottom of interest rates in much of the developed world means eroded savings and a lower standard of living. Doug Casey, founder of Casey Research, believes financial markets are going to become more dangerous and unpredictable as debt and easy money spiral out of control. More…
Ep. 146: Don’t Cry for the Peso, Argentina
Fergus Hodgson, September 3, 2019
Like clockwork, the Argentine peso collapses every decade or so, throwing the South American country into chaos. For Steve Hanke, economics professor at Johns Hopkins University and director of the Troubled Currencies Project with the Cato Institute, the only way out is what regular Argentines already do whenever a new crisis looms large: convert their pesos to dollars. More…
Ep. 145: Negative Rates Signal New Normal for Dollar
Fergus Hodgson, August 27, 2019
As the globe braces for an imminent downturn and investors accept negative-yield bonds, all eyes are on central banks. However, Mark Rossano, founder and CEO of C6 Capital Holdings, contends the monetary tools offer little salvation for productivity. More…
Ep. 144: The New Global Recession
Fergus Hodgson, August 20, 2019
Signs are growing for a worldwide economic downturn. This time, central banks may be powerless to stop it. Ronald Stöferle, a partner of the Liechtenstein-based investment firm Incrementum AG, argues the United States has probably already entered a recession as big players seek refuge in gold and mining stocks. More…
Ep. 143: Shale Revolution Makes Clean Energy Possible
Fergus Hodgson, August 14, 2019
Despite the demands of environmentalists, fossil fuels are not going away anytime soon. Peter Hartley, a professor of energy economics at Rice University, argues natural gas will play an essential role in the transition to clean electricity. More…
Ep. 142: Robert Kiyosaki: Gold and Silver Are God’s Money
Fergus Hodgson, August 5, 2019
The banking and financial elite may disparage precious metals as a relic of the past, but the joke is on them. Robert Kiyosaki retorts that he became rich by saving silver and gold—not by doing what was politically correct. More…
Ep. 141: What the Gold Spike Means for Silver
Fergus Hodgson, July 29, 2019
Gold’s breakout has unleashed speculation regarding whether other precious metals will follow suit. Lobo Tiggre, editor of the Independent Speculator, highlights opportunities in uranium and silver. More…
Ep. 140: The Gold Bug’s Day in the Sun
Fergus Hodgson, July 22, 2019
The market is showing increasing signs that the gold breakout is genuine. David Skarica, founder and editor of the investment newsletter Addicted to Profits, sees a confirmation in junior-mining companies starting to rally. More…
Ep. 139: Rick’s Rule for Hunting Tenbaggers
Fergus Hodgson, July 15, 2019
The recent breakout in the gold price has enthralled many investors in the metals industry, but not the legendary Rick Rule. More…
Ep. 138: How the Fed’s Low Rates Became an Addiction
Fergus Hodgson, July 10, 2019
A key tenet of central banking around the world is the dogma that deflation impedes economic growth and must be avoided at all costs. Peter Boockvar, chief investment officer with Bleakly Advisory Group and editor of the Boock Report, is a prominent dissenter. More…
Ep. 137: The Pension House of Cards
Fergus Hodgson, July 1, 2019
It is no overstatement that we are in the early stages of the greatest retirement crisis in US and world history. More…
Ep. 136: The Sky Is the Limit for Gold
Fergus Hodgson, June 24, 2019
Geopolitical tensions and the Fed’s recent announcement that it would cut interest rates in the near future have triggered a rally in gold prices. Omar Ayales, chief trading strategist at GoldChartsRUs, discusses the pitfalls of short-term trading in precious metals and how to be disciplined about it. More…
Ep. 135: Investment Matriarchs Are Bullish on US Stocks
Fergus Hodgson, June 17, 2019
The matriarchs of investing like to swim against the stream, and they are calling for a “melt-up” in US stocks and bonds. Mary Anne and Pamela Aden, long-running publishers of the Aden Forecast investment newsletter, remain “cautiously bullish” for a scenario similar to the 2000 dot-com frenzy. More…
Ep. 134: What Digitization Means for Gold Ownership
Fergus Hodgson, June 10, 2019
Gold as physical money has withstood the test of time, but does it have a future in an increasingly digital world? Kenneth Lewis, CEO of OneGold and ApMex, one of the world’s leading online dealers of precious metals, has no doubt. More…
Ep. 133: The Tech Bubble Is Back
Fergus Hodgson, June 4, 2019
Gordon Gekko said “greed is good.” Mike Larson, a senior analyst with Weiss Ratings, says “boring is good.” If you want long-term returns, “boring will make you money.” More…
Ep. 132: Russia’s Plan for a New World Currency
Fergus Hodgson, May 28, 2019
Russia and China have been accumulating gold for years, but observers are at a loss to explain why. Byron King, a geologist with Rickards’ Gold Speculator, argues they are planning for a new monetary system. More…
Ep. 131: Alternative Investments: For Beta, Not Alpha
Fergus Hodgson, May 20, 2019
Plenty of misunderstanding remains regarding what alternative-asset classes are and how investors should incorporate them into their portfolios. Bill Kelly, CEO of the Chartered Alternative Investment Analyst Association (CAIA), warns that those who see private equity, hedge funds, or precious metals as absolute investment vehicles are in for a disappointment. More…
Ep. 130: Indebted Students Have Themselves to Blame
Fergus Hodgson, May 14, 2019
Bob Zadek has no sympathy for college students with mountains of debt. In his new book, the lawyer, lecturer, lender, and libertarian radio host makes the case against modern universities. More…
Ep. 129: Peter Schiff: The Fed Cannot Save Us
Fergus Hodgson, May 6, 2019
Peter Schiff, CEO of Euro Pacific Capital, believes the Fed’s recent moves indicate a recession is around the corner, already overdue. This time it will be off the charts, more severe than ever before for the United States. More…
Ep. 128: Why Every Investor Needs a Tribe
Fergus Hodgson, April 29, 2019
Flying solo as an investor is an invitation to predators and self-deceit. Doing so within a community is safer and more satisfying, says financial strategist and educator Russell Gray. More…
Ep. 127: The Antidote to Crypto Scams
Fergus Hodgson, April 22, 2019
The sheer size and valuation of the cryptocurrency market makes it a fertile ground for bad actors. That is why crypto enthusiast Catalina Castro‘s main advice is to learn the fundamentals. An educational entrepreneur based in Argentina, she helps Spanish-speaking newcomers navigate this complex world. More…
Ep. 126: Liechtenstein on a Mission to Lead Fintech Innovation
Fergus Hodgson, April 16, 2019
The small landlocked country in the heart of Europe has long been known for her friendly corporate and business environment in the banking industry. Over the past couple of years, Liechtenstein has leveraged that experience to also become a fintech powerhouse, attracting hundreds of entrepreneurs, explains Alexis Esneault, an attorney from Alabama now with Nägele Law in Vaduz. More…
Ep. 125: Cash In on Legalized Sports Betting
Fergus Hodgson, April 8, 2019
As the industry comes out of the shadows and into the mainstream, not only local governments stand to profit from, argues E. B. Tucker, senior analyst with Casey Research and author of the Casey Report. There are many opportunities for early investors too. More…
Ep. 124: A Bubble Like Never Before
Fergus Hodgson, April 1, 2019
As world markets brace for another economic slowdown, investors are trying to figure out how steep the dip will be and how to protect their assets. For David Collum, a chemistry professor at Cornell University turned financial analyst, 2019 will be a turning point. More…
Ep. 123: The Good News about the Next Recession
Fergus Hodgson, March 25, 2019
The Federal Reserve is switching gears and halting interest-rate hikes for the near future, amid fears of another global crisis. The United States is entering a recession and there will be quantitative easing again, predicts Ronald Stöferle, a fund manager and partner of the Liechtenstein-based investment firm Incrementum AG. More…
Ep. 122: No Deal Is Best Deal for Brexit
Fergus Hodgson, March 20, 2019
After almost three years since the contentious referendum to leave the European Union, the United Kingdom is still in gridlock over exactly how it will happen—even with less than 10 days until planned separation. A “no deal” Brexit is the best scenario for free-market advocates, says Tom Colsy, president and founder of the University of Kent’s Liberty Union. More…
Ep. 121: China Prepares for Dollar Collapse, Hoards Gold
Fergus Hodgson, March 11, 2019
China’s bottomless appetite for gold and other hard assets is at the back of every financial analyst’s mind. For David Brady, CEO and co-founder of Global Pro Traders, there is no doubt that China and Russia believe a US dollar plunge is on the horizon. More…
Ep. 120: The Mexican Economy versus AMLO
Fergus Hodgson, March 4, 2019
Mexico’s new president, Andrés Manuel López Obrador (AMLO), has brought economic instability by axing key investment projects and interfering with gasoline distribution. However, it’s too early to tell whether he will follow in the footsteps of Venezuela’s Hugo Chávez and push for a new socialist constitution, says Gloria Álvarez, a political scientist and classical-liberal author. More…
Ep. 119: How to Find Mining Tenbaggers
Fergus Hodgson, February 25, 2019
Mining exploration in general is a money-losing enterprise: only one in 1,000 projects succeeds. However, according to economic geologist Brent Cook, you just need a couple of big hits to make up for it. More…
Ep. 118: What Millennials Need to Know about Mining
Fergus Hodgson, February 18, 2019
Millennials have a lot to gain by thinking early about their financial futures, since they have an invaluable asset: time. For educational entrepreneur Fabiana Lara, long-term investments in the resources sector are particularly suited for the young who can better afford to take on more risks and losses than older generations. More…
Ep. 117: Dark Financial Clouds Forming in 2019
Fergus Hodgson, February 11, 2019
Doomsayers have for decades claimed that the collapse of the global financial system is just around the corner, yet here we are in 2019 with a strong US dollar and a ballooning public debt. Chris Martenson, nevertheless, believes several economic trends are coming together this year to build the perfect storm. More…
Ep. 116: No News Is Good News for Investors in Paraguay
Fergus Hodgson, February 4, 2019
Landlocked Paraguay, tucked between two giants, Brazil and Argentina, is the outlier you’ve never heard of—and that’s a good thing, says David P. Smith, a representative of Paraguay AG Invest. More…
Ep. 115: How Irrationality Costs You in Mining Investments
Fergus Hodgson, January 28, 2019
Trading in the junior mining sector is rife with pitfalls, yet people keep trusting gut feelings and slogans over careful analysis. For seasoned investor Jayant Bhandari, being a rational speculator means removing the romance. More…
Ep. 114: Game Theory for Gold
Fergus Hodgson, January 21, 2019
For centuries, gold bugs and investors have touted the yellow metal’s qualities as money and sought to analyze the fundamental trends behind its price. What drives the gold price today is market confidence in the Federal Reserve (or lack thereof), argues Ben Hunt, co-founder of Second Foundation Partners, which publishes Epsilon Theory. More…
Ep. 113: Build Your Own Crypto Utopia
Fergus Hodgson, January 15, 2019
Cryptocurrencies have the potential to revolutionize the economic affairs and make it possible to live off the grid. Juraj Bednár, a cybersecurity expert and entrepreneur, teaches people how to build businesses that run entirely outside the formal banking system. More…
Ep. 112: Altcoins, Central Banks Vie for Bitcoin Legacy
Fergus Hodgson, January 7, 2019
Economics professor Lawrence White credits bitcoin with introducing a remarkable technological breakthrough in money. However, he argues that price volatility is one of its major shortcomings. This may be “baked in,” given the fixed supply, limiting its appeal in the face of more stable fiat currencies. More…
Ep. 111: Navigate the Maze to Latin America’s Resources
Fergus Hodgson, December 24, 2018
Latin America is home to less than 10 percent of humanity, but it has 20 percent of the planet’s oil reserves, over half of its lithium deposits, its largest copper mines, and 20 percent of its gold production. Unfortunately, notes James McKeigue, managing editor of LatAm Investor, several political and cultural barriers render these resources inaccessible. More…
Ep. 110: The Dogma Test for Predictions
Fergus Hodgson, December 17, 2018
Is there any event or fact that would lead you to change your worldview? This is the essence of the dogma test, a tool investors can use to avoid being sucked into manias and bubbles. E.B. Tucker, a senior analyst with Casey Research and independent director of Metalla Royalty, uses it often to survey investment opportunities. More…
Ep. 109: See Beyond the Obvious with Economics
Fergus Hodgson, December 10, 2018
The world is full of people behaving in ways that don’t make sense at first glance. Economics is a tool to help you understand seemingly inexplicable actions, says Steven Landsburg, a University of Rochester economics professor who has written several books that introduce the economic way of thinking to a lay audience. More…
Ep. 108: The Key to Venture-Capital Sucess
Fergus Hodgson, December 3, 2018
Venture capital is one of the most competitive fund-raising paths for businesses nowadays, full of deceptive and bad actors. How can young entrepreneurs get a foot in the door? The key is having a powerful story to convince investors, says serial entrepreneur Alejandro Cremades. More…
Ep. 107: What Sinkhole States Don’t Want You to Know
Fergus Hodgson, November 26, 2018
US states have amassed at least $1.5 trillion in unfunded liabilities in 2017, even though 49 of them have some form of balanced-budget restriction. Bill Bergman, director of research with Truth in Accounting, attempts to answer this puzzle. More…
Ep. 106: Nevada Copper Mine Worth 40-Year Wait
Fergus Hodgson, November 19, 2018
The United States is getting ready to build its first copper mine in a decade: Pumpkin Hollow in Yerington, Nevada. Tumbling prices and red tape have stalled copper investments for years, but new gains in supply efficiency are attracting large-scale investments again, says Frik Els, editor of Mining.com. More…
Ep. 105: The Problem with Gold Futures, ETFs
Fergus Hodgson, November 15, 2018
Many investors have taken to gold futures and exchange-traded funds (ETFs) to diversify their portfolios. They could be in for some disappointment, according to Chris Powell, secretary and treasurer of the Gold Anti-Trust Action Committee. More…
Ep. 104: Dennis Gartman: Bitcoin Is a Substitute for Nothing
Fergus Hodgson, November 14, 2018
Amid the cryptocurrency euphoria, few have passed on the opportunity to invest in bitcoin or altcoins. Meet Dennis Gartman, who argues that they have no intrinsic value and only serve for speculation. More…
Ep. 103: Why Boring Is Good: Beware of Tech Hype
Fergus Hodgson, November 8, 2018
Mike Larson is sounding the alarm over what he perceives to be a growing tech bubble. Exhibit A is Uber, the ride-sharing company worth billions that has been operating at a loss for almost a decade. He criticizes the hype-driven media and lazy fund managers for a lack of healthy skepticism. More…
Ep. 102: Housing the Cannabis Boom
Fergus Hodgson, November 6, 2018
With the cannabis industry going mainstream, more land is needed to grow, process, and sell the plant. Mark Scarola, COO of Green Zone 360, offers this kind of cannabis real-estate investment: he tracks down properties that can be developed and sold or leased to cannabis firms. More…
Ep. 101: Brace Yourself for Macro Turbulence
Fergus Hodgson, November 5, 2018
After 10 years of easy credit in the wake of the Great Recession, the party is over. Interest rates are going up, as are labor costs. “Buckle up,” warns Peter Boockvar, chief investment officer with the Bleakley Advisory Group and editor of the Boock Report. More…
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