The Fed would like you to believe that there’s nothing to see here. Just a seasonal blip and there’s no reason to be concerned. Dave believes there’s something far more profound taking place. Could all the credit bubbles be getting ready to pop? Is there major bank asset deterioration taking place? It’s not just the debt, it’s all the derivatives that are wrapped up around the debt. If the underlying debt blows up, so will the derivatives that were created to profit off of it. There’s a good chance that the hedge fund industry has hit hard times. The physical gold market has become detached from the paper market. Now we’re in the midst of India’s major gold buying season. Imports have shot up and so have premiums. Now things could be getting interesting. China is still buying gold every day.. They could be part of the reason why gold shot up in the summer. 

Direct download: Dave_Kranzler_05.Nov.19.mp3
Category:general -- posted at: 8:01am EST

The swine flu epidemic in China has reached a new phase. Chinese are now switching from pork to chicken. Currently there’s a Chinese Embargo on the importation of US chicken products, which will probably be lifted  shortly. Egg demand is also increasing dramatically. Which leads to the question, Which leads to the question, which will they run out of first, the chickens or the eggs? Ned recommends a number of companies that will profit from this state of affairs. Finally, will the swine flu epidemic give China an added impetus to reach a much sought after trade agreement with Trump? 

Direct download: Ned_Schmidt_04.Nov.19.mp3
Category:general -- posted at: 8:00am EST






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