The latest in our Friday afternoon chats with Journalist Tarric Brooker.
CONTENTS
0:00 Start 0:20 Introduction 0:57 Stimulus Is Massive 7:20 Tapering? 10:00 Home Price Rises? 12:30 Risks Ahead 15:32 Auction Fever 21:40 Commercial Property Risks 30:00 US Stimulus 33:30 Where Do Trump Voters Go? 39:00 How Real Is The Divide? 40:00 Social Media – Publishers? 45:36 Religion As Politics 50:40 Propaganda and Theatre 53:00 Some Real Imperatives … But… 56:45 Close
Tarric is @AvidCommentator on Twitter.
Digital Finance Analytics (DFA) Blog
How Much Is Too Much? - With Tarric Brooker [Podcast]
Two opposing points of view currently exist, in tension to each other. Some argue the Central Bank Stimulus, QE and low rates will drive the Financial Markets higher – while others point to a significant stretch in valuations, and a significant risk of a correction. Both cannot be right – but which side has the winning argument? You decide!
Go to the Walk The World Universe at https://walktheworld.com.au/
We look at how the markets have performed over the past year.
CONTENTS 0:00 Introduction 1:20 Australian Markets 8:45 US Markets 11:40 UK Markets 12:35 Europe 13:15 China 13:35 Commodities 14:35 Global Indices 15:11 Futures 15:58 Conclusions 19:50 Outro
Go to the Walk The World Universe at https://walktheworld.com.au/
This is an edited version of our live Q&A as I discuss the past year. and the prospects for 2021 with Tony Locantro, an Investment Manager at Alto Capital in Perth. Note I had to trip two short segments where third party copyright material was included in the live stream.
Contents 0:00 Start 00:17 Introduction 01:25 Tony Welcome 06:00 Tony On Property/Markets 14:55 Discussion On Asset Classes 23:45 Tony On Financial Strife 31:30 Tony On Financial Markets 36:00 Tony On Gold 41:30 Small Caps Overview 55:05 Questions On Small Caps And Hedging 1:12:58 Economic Exceptions 1:23:00 Closing Comments 1:27:00 End and Outro
Original stream is here with live chat: https://youtu.be/4LvrMQRlziw
James Beeland Rogers Jr. is an American investor and financial commentator based in Singapore. Rogers is the Chairman of Beeland Interests, Inc. He was the co-founder of the Quantum Fund and Soros Fund Management. He was also the creator of the Rogers International Commodities Index.
I caught up with him to discuss the markets, the future for inflation, the US$ and Australia’s role in the world. His insights are priceless!
Digital Finance Analytics (DFA) Blog
What’s Going To Happen To The Markets: And What Should Australia Do? - With Jim Rogers [Podcast]
I caught up with Harry Dent, economist and author, to check in on the markets and his view of a crash coming soon. He explores the latest data indicating a significant reset is due, and discusses the preparations to be made ahead of this event, when it occurs.
He also highlights his upcoming online seminar on the 16th October 2020 where he will explore this further, ahead of the launch of his Dent Sector Fund.
“All my research shows that the greatest boom and bubble in the history of the world cannot last. The current pandemic I believe is a key trigger to the correction, one of a magnitude the global economy does not often see. Governments printing trillions of dollars and giving it away is an unsustainable recipe for disaster, keeping Zombie businesses alive past their time, supporting consumption patterns that cannot last. It is the future we must look to. I hope you might join me in the journey!”
Note: DFA has no commercial relationship with Harry Dent, or the fund promoters.
Digital Finance Analytics (DFA) Blog
It's Close To The Edge - With Harry Dent [Podcast]
My latest discussion with Steve Van Metre delves further into the deflation question.
He is a Certified Financial Planner™ Professional, (CA Insurance License #0D45202 & Investment Advisory Representative with Atlas Financial Advisors, Inc
His YouTube channel is at https://www.youtube.com/channel/UCRIQM-CUkxVazVPv980YZsw – do subscribe to his shows…
A discussion about investing, with Kerry Stevenson, the founder of the annually held Gold and Alternative Investments Conference.
The event features experts from around the world in the gold, silver and cryptocurrency space, along with numerous ASX-listed precious metals mining companies.
Note she is not a professional investment manager.
Digital Finance Analytics (DFA) Blog
The Art Of Investing With Kerry Stevenson [Podcast]