Kerry Lutz's--Financial Survival Network

Summary:
Markets are going crazy, and we’re seeing a bit of a crash/pullback in commodities. Charles Nenner comes on the show to present how we can understand this phenomenon in terms of cycles. Charles has been known for using cycle analysis to predict future market moves, and in this episode, he explains some of the logic behind cycles in commodities, gold, and the prevalent markets in these circumstances. Tune in for more insight.

Highlights:
-You can calculate how high/low moves go, and when they happen
-The news isn’t necessarily important; it’s more useful to look at cycles and patterns in the markets
-You can only get a bounce when cycles bottom
-When cycles aren’t in sync, it’s not as easy
-Charles’ rule of thumb is don’t go against the cycle
-We’re looking at a bit of a bounce on Bitcoin
-Cycles are generally ahead of fundamentals

Useful Links:
Financial Survival Network
Charles Nenner Research Center

Summary:
The world is bankrupt. How does the impending global bankruptcy affect you? This episode’s guest chats with me about how we got to where we are economically, and what we can expect in the coming years. Jerry Robinson’s saying is “Follow the Money,” but in order to do so, we have to consult past decisions and events to understand the economic effects that come into play years later. This is especially relevant to the pandemic and the policy responses back in 2020 that produced the inflationary situation of 2022. Similarly, what happens in this year will dictate our financial situation in the next 2-3 years, which will hopefully look better as rates adjust and balance is restored. Tune in for expert insight from Jerry.

Highlights:
-We’re in a problematic time of our own making; we’ve depended upon a system that clearly is leading us to a place where people cannot afford basic sustenance in many places
-We’re in a very unprecedented time, monetarily speaking. People are realizing that something is very wrong with the US and global economy
-2022 is a function of the policy responses we had in 2020. We discuss this particularly in reference to COVID and the response of the federal reserve
-Subsequent years will be functions of what happens in 2022
-We don’t know how long the insanity will go, but we do know that we can’t expect to have unprecedented intervention in the economy without unprecedented consequences
-You can’t just follow the money now, you have to go back in history and pinpoint where things start
-They can’t lower interest rates now because policy drove them to this situation
-The fed will reach a place where they increase interest rates, and inflation will then start to settle
-Everything is down across the globe, and it’s coinciding with rate increases
-The initial inflation rate has already come down in some ways (i.e. oil, copper, gold, etc.)
-When input costs come down, the inflation figures will come down
-We may not go back to 2% inflation any time soon, but the fed is managing expectations
-A decrease in inflation, even if it isn’t extreme, will feel like a victory
-When things get somewhat better, this is where a lot of money is made
-When pessimism is rampant, investors look for high quality, dividend paying companies

Useful Links:
Financial Survival Network
Follow the Money