Kerry Lutz's--Financial Survival Network

Summary:
We’ve had a rough few months as uncertainty has trickled into the markets—where do we go from here and what’s worth investing in with the current circumstances? Dutch Masters comes on the podcast to discuss some of the latest insights with the markets, and talks about 3 particular stocks worth considering going forward.

Highlights:
-It’s been a rough few months with the markets and a lot of uncertainty has trickled into the markets
-Tech stocks did very well when the pandemic hit because you didn’t have to go out
-DOW stocks are starting to move again
-Theres not a broad flow into the DOW stocks because people are unsure of what’s going to happen with the Fed
-You can’t tighten and withdraw tapering, run the virus narrative, and raise rates all at the same time
-Our economy is fragile
-Inflation is here to stay—some people are predicting 20-30 years of inflation
-The stocks that are going to work going forward may be a little more boring
-The administration hasn’t fixed the supply chain issues

Useful Links:
Financial Survival Network
Carnivore Trading
Become a Carnivore Trader with Dutch Masters

Summary:
The stock market took a big hit last week. The real question is whether it’s going to come roaring back or not. I sit down and chat with Charles Nenner, an amazing forecaster of the markets, to discuss what’s happening with the markets and why. We’re expecting a few rallies with long term correction eventually, but for now we should expect to just see short term correction. The new bull markets in gold should come by the end of the year. Tune in to hear more about what’s to come.

Highlights:
-Nenner is a great forecaster of the markets
-Nenner was out of stocks prior to the correction
-There are a number of stocks/markets fluctuating due to the virus—especially in consideration of traveling
-The stock market took a big hit last week—is it going to come roaring back?
-They are expecting a few rallies, but it doesn’t look great in the long term. This is a short term correction that will eventually transition into a long term correction
-Some people are seeking the relative safety of the bond market
-Inflation is as high as 14% according to some
-Copper is the ultimate indicator of economic health and trends—it goes higher due to inflation
-The new bull markets in gold should come by the end of the year due to the perception that things are not as good as they seem
-A lot of these trends are noticeable at the wrong time
-The US hasn’t had the same parabolic move as Europe with gas and oil
-The weekly cycle of natgas is down
-We used to only look at oil, but natgas is a substitute for oil
-There may start to be some selling later next year within real estate

Useful Links:
Financial Survival Network
Charles Nenner
Stock Market Cut in Half Soon – Charles Nenner with Greg Hunter
Bitcoin About to Come Back with Charles Nenner

Summary:
It’s becoming extremely evident that inflation is not transitory, but permanent. I sit down and catch up with Andy Schectman to talk about how the government is ultimately destroy the currency to defend the markets, as the value of the dollar continually decreases. Wage and price controls are on their way as well as a number of other regulations that could surface very soon. Tune in to hear what to expect and how you can prepare for these shifts.

Highlights:
-The chairmen of the Federal Reserve found out that inflation is not so transitory, but rather, it’s permanent
-The term ‘transitory’ should have been replaced with ‘structural’ right away
-The government is destroying the currency to defend the markets
-Commodities go way up and get slammed down (i.e. oil last week)
-Wage and price controls are on their way
-There are more types of government regulations (i.e. rent control and interest rate control) that could surface
-Markets are ultimately being chosen over the dollar
-We’ve been seeing record prices of cars and real estate properties
-People have been buying cars a year in advance which demonstrates the unusual times we’re in
-As more and more companies start to accept crypto, more people flee to them
-A lot more people are starting to buy gold as well

Useful Links:
Financial Survival Network
Miles Franklin
info@milesfranklin.com
U.S. Mint Halts Silver Eagle Production | Andy Schectman
Gold & Silver Fall – What’s Next? | Live with Andy Schectman

Summary:
No matter what the Fed does in the current economic state, the market seems to act like a palindrome. I have Jeff Clark on the podcast to discuss what exactly is happening in the markets, and how deficits are playing into this. We address gold and silver as well to break down how mining companies are functioning at the moment, and how to effectively invest in this sector. Tune in for more.

Highlights:
-The market seems to act like a palindrome, no matter what the Fed does
-People in mining stocks had to show good performance in the market to their clients
-We’ve never seen money printing at the extent of what it’s at now
-The deficits are going to be running trillions of dollars for years to come
-In the past year, more money went into the stock market than in the last 20 years combined
-There will be another leg up in gold and silver
-The concern is that the next leg up could be bigger than is desired
-Debt levels are higher than ever
-The day for gold and silver is going to come—it’s almost inevitable
-We’re living in a circumstance where the more speculative something is, the more value it has
-Mid tier mining companies will probably get bought out by the minors
-The attractive deposits out there are the ones you want to hold on to
-Government policies are restricting supply while increasing demand

Useful Links:
Financial Survival Network
TheGoldAdvisor on Twitter
Silver Chartist
Weekly Perspective: David Morgan Chats with Jeff Clark
Silver’s Coming Reversal Will Be Shocking – Mike Maloney & Jeff Clark

Summary:
How do we minimize the ever-increasing debt? I have Richard Vague on the podcast to talk about the pursuit of financial stability—which has become extremely difficult in our times. His mission as a public official is looking at debt and putting together strategies to remediate this.

Highlights:
-Richard preaches a messages of financial stability, which he represents in his books
-Perhaps a debt jubilee is what we need
-His mission as a public official is looking at debt and putting together strategies to deal with this
-Public and private sector debt are growing faster than GDP
-Anytime debt in a sector grows too rapidly, it means over-capacity is being created
-A debt boom creates illusory good times—jobs are being created, tax revenues at the government level are increasing, etc. Things appear to be really good
-It is only in the aftermath that we see desire to do something about it, and oftentimes capitalism gets blamed
-Vague puts out practical ideas for remediating debt that has been accumulated
-What incentives can the government put out to avoid these debt situations?
-The level of new homes being built right now are is below what it was in 2007
-Growth in debt has also come from lending standards/private equity lending
-They estimate that there are 90 million empty residences in China
-It used to be believed that credit creation went hand in hand with the increase of the money supply, but this is not necessarily the case
-Our country is not in an enviable position in terms of debt
-There is a mess coming down the road that will be hard to manage

Useful Links:
Financial Survival Network
Richard Vague

Summary:
I sit down and catch up with Charlotte Dumford, who specializes in mobile home park investing. It has been a great yet challenging year for people in this industry, but mobile home parks have picked up great speed in 2021. Charlotte’s company is working on creating a monopoly within a niche, and the coming year looks very promising for this industry. Tune in for more.

Highlights:
-Charlotte Dunford specializes in mobile home park investing
-What can we learn from 2021 and how will it help you go into 2022? It has been great yet challenging for people in this industry especially due to the pandemic and issues in the economy
-They will be able to acquire more parks at a faster speed and get more business
-Mobile home parks have picked up speed in the last year, which has racked up prices
-They’re able to negotiate and get deals at higher cap rates
-Why is this sector overlooked? A lot of people want to get their money into the bigger stuff—it offers stability
-A business succeeds if they can create a monopoly within a niche—Charlotte’s company is putting this philosophy to work
-They’ve seen a lot of growth this year in the mobile home portfolio
-For 2022, they are ready to take the business to a new level and further diversify their portfolio
-Their top priority is creating a sense of community; proud ownership is the driving factor of stability in a park
-In 2021, they were focused not just on making the most capital, but on showing investors that this is a great choice

Useful Links:

FInancial Survival Network
Johns Creek Capital

 In November markets were making new highs all over the place until Thanksgiving Friday. That put a dagger in the hearts of stock markets and commodities alike. Dow off 3.7% 34484 and S&P 500 off .8% to 4567, Nasdaq held on to a .3%. Russell 2000 was slammed down 4.3%, TSX off 1.8%, and TSX.V posted a a 1.2% loss. VIX jacked up to 27.2 on the fear trade. The Dollar hit a multi-month high closing at 96.35 and the Euro was 2.2% to 1.13. 10 Year yield plunged  8.3% to 1.43. Bitcoin took a hit closing at 56974 down 6.1%.

Metals were doing well and that got major slammed. Gold was down .5% to 1775. Silver was 4.4% to 22.84. Pt was beat up losing 8.1% to 936. Pd was the big loser off 13.6% for the month to 1674. Copper off 2.6% to $4.35. WTI got creamed off 20.8% to 66.18. Brent followed suit off 16.4% to 70.57. Natgas skidded 15.8% to bring it to 4.57. Uranium pushed further higher by more Sprott buying up  6% to $45.60.

Ratios:  Au:Ag up 77.7, Pt:Au .53, Pt:Pd .56. BRT:WTI 1.07, WTI:HH 14.5, and AU:WTI 26.8.  

Summary:
Volume was up dramatically on Black Friday, which is incredibly interesting—I sit down and chat with Gil Baumgarten to discuss this as well as inflation, and trends in the stock market. In terms of buying stocks, Baumgarten’s company tends to look for lower yielding ones and has great technique for finding them. Tune in for more.

Highlights:
-We had a real Black Friday last Friday—volume was up dramatically
-All of the buys and sells are algorithmically generated
-The reality of inflation is starting to set in and people are becoming concerned
-It is always better to average up
-Baumgarten’s company would prefer to buy low yielding stocks
-Apple is not keeping up with inflation—it is yielding 2.2%
-Tesla is 5-10 years ahead of everyone else in terms of technology; it’s a computer on wheels
-Sometimes the price of the stock makes it not an investment but a gambler’s speculation
-Buying the VIX is a good idea, but don’t hang on to it for a long time

Useful Links:
Financial Survival Network
Segment Wealth Management

The Markets Are in Flux, Will They Crash? with Gil Baumgarten
Markets Down; Big Surprise with Gil Baumgarten

Summary:
Unsurprisingly, the markets experienced a major meltdown over Black Friday—is it time to flee the market, or is this just another variant of financial disruption? I sit down and chat with Jeffrey Small to get the full picture of why this happened, and its relevance to the current economy. Thankfully, this disruption will most likely not mean much, and we will probably bounce back from the extreme inflation in the coming year. Tune in to get more insight.

Highlights:
-The market’s reaction on Friday was a knee-jerk reaction to the unknown
-Markets don’t like uncertainty
-This disruption probably won’t mean very much in consideration of the virus we’ve been living with for a while
-Inflation does create earnings growth, which is good for the market
-Investors need to buy companies that they know will have earnings growth
-The inflation we’re having now is excessive and will hurt the GDP growth
-Once we get past the holiday season, things will deflate and people won’t be spending as much on goods
-There is no reason as to why oil should be priced how it is today
-The government is directly responsible for oil trading at a high
-Are the tech stocks defensive? The Tesla stock is somewhat of a trend

Useful Links:
Financial Survival Network
Arbor Financial