Angelo Robles Podcast

Utopia or Dystopia? How to Invest Through 2029 Amid Elections, War, AI, Dollar Decline & Gold Surges

Featuring: David Hunter’ Contrarian Macro Strategist w/50 Years on Wall Street

As we approach the next decade, unprecedented economic and geopolitical challenges are at our doorstep. In this special podcast, I was joined by David Hunter, a seasoned macro strategist with five decades of Wall Street experience, to explore how family offices and investors can navigate this turbulent landscape.

This is a can’t miss in-depth conversation with one of Wall Street’s most experienced and contrarian voices!

We’ll delve into critical questions, including:

* You’ve predicted a significant market melt-up followed by a crash around 2025—what key factors drive your confidence in this timeline, and is there any scenario that would force you to reconsider? * What specific economic or geopolitical signals would cause you to revise your forecast for a market collapse? * The Federal Reserve’s data is often scrutinized. How do you differentiate between reliable data and noise in their reports? * Which three economic indicators do you prioritize most in assessing market health, and why are they critical to your predictions? * With BRICS nations moving toward a new payment system, when do you foresee the end of U.S. dollar dominance, and what will the global financial order look like post-dollar? * Is hyperinflation a legitimate threat to U.S. assets, and if so, what would be the trigger point? * You’ve warned of the biggest market crash in history 80%—how will this impact global markets, and will the rest of the world face similar devastation? * For family offices with portfolios heavily denominated in U.S. dollars, how concerned should they be about currency risk as the dollar weakens? * How do you assess leverage and counterparty risks for family offices, especially during a potential melt-up and subsequent downturn? * What would cause the U.S. dollar to lose its reserve currency status, and what could realistically take its place within the next decade? * Are commodities like gold, oil, and copper reliable hedges against inflation, and how do farmland and businesses with pricing power compare? * Do you believe the price of gold is being suppressed, and if so, when will central banks stop hoarding gold, leading to a potential price explosion? * Is Trump running against Kamala or is he running against a system that requires a candidate they can control, which means having original ideas is a disqualification? * Are companies like Amazon, Meta, and Alphabet too entrenched to fail, or do you see vulnerabilities that could disrupt their dominance? * If your predictions of a melt-up followed by a crash come true, will gold and silver miners outperform the commodities themselves, and why?

Why and How Family Offices Should Own and Store Gold (You're Not Doing This)

Most family offices own gold, but they’re doing it wrong. Gold is an essential asset, but the way you own and store it can make or break its role as a true hedge. Discover the powerful story behind VON GREYERZ, the family-run business that redefines gold ownership with the world’s largest private, nuclear-proof vault outside the banking system. It's time to learn how to protect your wealth with gold in the right way.

This is more than just owning gold—it’s about protecting your family’s legacy in the face of rising global risks.

We discuss:

* With central banks accumulating gold reserves at unprecedented levels, what signals are they responding to, and how should family offices interpret this behavior for their own portfolios? * Given the long-standing debate over gold’s role as an inflation vs. deflation hedge, how do you see gold performing in a prolonged stagflation scenario or during rapid economic contraction? * In light of increasing geopolitical instability and the rise of multipolar global powers, how do you assess gold’s future as a safe-haven asset? Are traditional assumptions still valid in this shifting landscape? * How do you view the relationship between fiat currency debasement and gold’s trajectory over the next decade, particularly in economies that are highly leveraged and reliant on aggressive monetary policies? * With BRICS nations discussing a potential global currency backed by commodities, including gold, how would such a development reshape the global monetary system and impact gold’s valuation and liquidity? * Is the current pricing of gold artificially suppressed by market mechanisms like derivatives and futures contracts? If so, how might a major financial or geopolitical event ‘unlock’ gold’s true value in the market? * What are the most critical risks family offices face with physical gold ownership, especially when it comes to storage and counterparty risk, and how can they effectively mitigate these risks in today’s environment? * If gold were to reach $5,000 an ounce, what specific macroeconomic and geopolitical conditions would need to be in place? Are we currently on a trajectory where such a price point is realistic within the next decade? * How do you compare the role of gold versus other hard assets, such as real estate or natural resources, in a portfolio designed to withstand black swan events like WW3 or a systemic global financial collapse? * In the context of gold mining investments, do you see gold miners providing a superior risk-adjusted return compared to physical gold ownership, and how should investors weigh operational risks against potential gains?

These questions probe the strategic, geopolitical, and economic intricacies surrounding gold, offering a well-rounded discussion that moves beyond basic assumptions!

#familyoffice #gold #angelorobles #familyofficetv #sfocontinuity

Dynastic Family Member Discusses Biggest Threats to Family Offices

For seven years, I've anticipated this moment with Jim Blom. The world teeters on the edge of volatility, with chaos at every turn. In our conversation, I will push Jim with direct, unyielding questions, honing in on the geopolitical, economic, and investment threats that loom large over family offices. This is the time for clear-eyed, decisive insight—no stone will be left unturned! 

Some of my questions to Jim include: 

* Does the ‘state’ fill the void of provider and protector in exchange for freedom for a growing percentage of the population?  * Is the most effective way to destroy people is to deny and obliterate their own understanding of their history * Is Western European beyond the point of return? * From the perspective of evolution… mating, not survival, is the name of the game, true or false?  * Why without a unifying morality, societies will fall apart?  * Is our day in the U.S. coming when taxes won’t even cover the interest on our debt. In the next ten years we’ll spend $10.5 trillion on interest payments * Is Trump running against Kamala Harris or is he running against a system that requires a candidate they can control, which means having original ideas is a disqualification? * What would be the consequences if unrealized capital gains were taxed? AND do you agree its being presented as a tax the rich but will eventually be used to confiscate assets from the middle class? * You say the biggest threat to family offices is liquidity, what do you mean? * A Fortune 500 CEO in food and agri-business stated, "We have fought many wars over oil. We will fight bigger wars over food and water." He linked this to government intervention, protectionism, and commodity surpluses. Is he right how will this play out?  * Does the powers that be suppress the price of gold and once the central banks are all done hoarding will it explode to 5-10k an ounce? * The price of home insurance is increasing at an alarming pace could this eventually cause the average American to have to sell their home because they cannot afford the insurance? * Is this part of the master plan? After all private equity is one of the largest landlords. * Are the Venezuelan gangs taking over apartments in Aurora Colorado and the Hells Angels attempting to intervene, the start of war on U.S. soil?  * Do family offices need an onshore and offshore plans around assets, strategies, resources and operations? Don’t costs go up drastically when risks are imminent?

And MUCH more!

#familyoffice #familyofficetv #angelorobles #sfocontinuity

22-Year Old Next-Gen Discusses Family Offices, Geopolitics, Gold and Bitcoin!

Join me in this insightful and provocative discussion with Thaddeus Cook, a 22-year-old rising star from the Cook Family Office. This conversation promises to delve deep into the intersections of economics, geopolitics, and the ever-evolving landscape of investing. As a member of Generation Z, Thaddeus brings a fresh perspective to critical issues, offering unique insights into the future of family offices and the role of the next generation in shaping that future.

* Is Trump an existential threat to democracy, or is this a narrative designed to influence perception? * In a world fraught with turmoil, can Harris truly lead America, or are her leadership capabilities being overestimated? * What are the biggest challenges Democrats and Republicans face with Generation Z, and how can they bridge the gap? * How do you, as a member of the rising generation, define and discover purpose in a world full of distractions? * What strategies do you recommend for effectively incorporating the next generation into the fabric of family enterprises? * What advice would you give parents aiming to raise productive, purpose-driven children in today’s complex world? * How crucial is mindset in determining success, and what practices help cultivate a winning mindset? * In today’s globalized world, how do you decide where to live and work for maximum impact and satisfaction? * What are the unique strengths and potential pitfalls of Generation Z that older generations might not fully understand? * How did you acquire essential knowledge and skills that formal education didn’t teach you, and what can others learn from this? * If you could revamp the education system, what changes would you implement to better prepare future leaders? * What are the benefits of concentrating your investments, and how do you manage the risks involved? * Which macro indicators do you monitor closely, and why are they significant in your investment strategy? * How do you sharpen your critical thinking skills to make better decisions, and how can others do the same? * In an age of overwhelming information, how do you avoid paralysis by analysis and take decisive action? * Are you invested in gold, and if so, what role does it play in your overall strategy? * What excites you most about the current developments in cryptocurrency, and where do you see the greatest opportunities? * Are NFTs a passing fad, or do they have lasting value? What’s your take on their future? * How are you investing in AI, and what do you believe will be its most significant impact on the economy? * How do you envision the world changing over the next 10 to 20 years, and how are you positioning yourself to benefit? * When do you think fusion energy will become a reality, and what impact will it have on the global economy? * Is inflation primarily driven by energy costs, monetary policy, or supply and demand dynamics? * Which stocks are you most bullish on, and what factors make them compelling investments? * Is the bigger risk investing in cryptocurrencies like Bitcoin, Ethereum, and Solana—or not investing in them at all? * What are your thoughts on China’s rise, and how should investors prepare for potential shifts in global power dynamics? * What are your views on the ongoing conflict between Russia and Ukraine, and how do you see it evolving? * What do you predict will happen to the U.S. dollar as global economic conditions shift? * Why is CRISPR and AI-powered DNA editing so important, and what ethical considerations should we be aware of? * Are we witnessing a psychological operation targeting youth through social media and big tech, and what are the implications? * Will the future of Single Family Offices include AI experts, crypto specialists, and AI-driven investment strategies? * With decisions increasingly based on historical data, what role do human investors still play, and why is it critical? * Is avoiding foolish mistakes more important than making brilliant moves in the investment world? * Is Israel losing the public relations battle, especially among global youth, and what are the long-term implications? * If governments continue printing money to fund major projects, how will this reshape the economy? * Given the deep economic ties between the U.S. and China, should we really be concerned about a potential invasion of Taiwan? * What are your thoughts on the development of advanced humanoid robots like Figure 02, and their role in the future? * John Fowles warned that high intelligence can subvert the will to act—how do you stay decisive in a world full of possibilities? * Are we headed towards a hot war between the U.S. and China, and what would be the consequences of such a conflict? * Will China surpass the U.S. as the world’s largest economy by 2033, and how should we prepare for this possibility?

Navigating the Complex World of Macro Economics and Geopolitics: A Deep Dive with James Fishback

In today’s rapidly changing world, family offices face an unprecedented array of challenges, from inflation and interest rate volatility to geopolitical upheavals and shifting global policies. To shed light on these critical issues, I’m thrilled to welcome James Fishback, Co-Founder and CIO of Azoria Partners, to this in-depth interview.

James Fishback brings a wealth of experience to the table, having co-founded Azoria, a multi-asset investment firm that is pioneering the first-ever discretionary macro ETF focused on large-scale shifts in technology, geopolitics, and global fiscal and monetary policy. His insights are invaluable for family offices seeking to navigate an increasingly unpredictable global landscape.

We discuss: 

* Inflation, Interest Rates, and Geopolitical Risks * The Yen Carry Trade and Market Hysteria * What Impact Could the U.S. Presidential Election Have on Family Office Investment Strategies? * Political Bias in the Federal Reserve * The Unsustainable Path of U.S. Fiscal Policy * The Illusion of Wealth and the Risk of Social Unrest * Key Indicators for Macro StrategistsIs  * Real Estate, Particularly Farmland, a Better Inflation Hedge Than Stocks for Family Offices? * Why Are the Major Stock Indexes So Hard to Beat? * Adapting to Geopolitical Volatility * Inflation, Currency Volatility, and Black Swan Events * What are the Long-Term Economic Impacts of AI and How Should Family Offices Position Themselves Accordingly? * Oil, Gold and Bitcoin, James Shares His Perspective on Portfolio sizing/Positioning  * Lessons Learned in Argentina With Javier Milei * What's the Cost of NOT Owning Assets That Rise Drastically?  * The Critical Importance of Financial Disaster Preparedness

Throughout our conversation, one theme remains clear: the importance of being prepared. Whether it's understanding the risks posed by geopolitical shifts, adapting to new economic realities, or staying vigilant in the face of market volatility, James Fishback provides a compelling case for why family offices must adopt a proactive approach to managing their wealth in an uncertain world.

Conclusion This interview offers a comprehensive look at the macroeconomic and geopolitical challenges facing family offices today, with James Fishback providing expert insights that are both timely and essential. As we move forward, it is clear that traditional strategies alone will not suffice—adaptation, foresight, and a willingness to embrace change are the keys to success in this new era.

Join us for this enlightening discussion and equip yourself with the knowledge to navigate the complexities of the modern economic landscape.

#familyofficetv #familyoffice #angelorobles

One of the most crucial considerations for families of wealth is "How to Incorporate Next-Gen Across the Enterprise." This is a topic of immense importance, and to explore it deeply, I’m excited to welcome an exceptional guest, Susan R. Schoenfeld, CEO of Wealth Legacy Advisors. With her extensive experience and unparalleled expertise, Susan has guided families through this intricate process for decades.

In our discussion, we’ll dive into:

* The intricate details of incorporating the next generation into various aspects of the family enterprise, including the family business, family office, and philanthropy. * The importance of developing a strong internal purpose and leadership, and how these elements contribute to the family culture—along with common pitfalls. * The question of when to begin involving younger family members, and why there may be no such thing as "too young." * The dangers of relying on financial wealth alone as the glue that holds a family together, and why purpose is essential for lasting family unity and happiness. * How entitlement in children can lead to compensatory behaviors that fill a purpose-gap, denying them a meaningful life. * The lost art of courage and the necessity of developing resilience in the face of challenges. * The importance of teaching critical thinking and nurturing the capacity and capability to lead. * The most essential skills for fostering multi-generational resilience. * Why preparing the next generation is ultimately more valuable than merely protecting them. * The paradox that the greatest threat to the family often comes from within, yet this can also be the family’s greatest strength. * How positive affirmations, when earned at a young age, can build a foundation for success. * Recognizing the tipping point where governance can turn into hierarchy and bureaucracy. * Navigating the complexities of blended families.

Incorporating the next generation across the enterprise is a critical endeavor, and we will be focusing on this topic with a series of content and resources from late summer through the fall. Join us for this vital dialogue and discover the keys to multi-generational family continuity.

#familyoffice #angelorobles #familyofficetv

Welcome to an intense discussion on geopolitics and family offices. We're honored to have Jason Ma, a global thought leader in family offices and a profound thinker on geopolitics, joining us!

Geopolitical risk has always been a constant, but the past year has been exceptionally volatile and complex. From persistent challenges in U.S. politics to conflicts in Europe and the Middle East, political instability is now at the forefront of concerns for family offices.

Traditional strategies may no longer be sufficient in this environment. It's time for family offices to transition from reactive stances to proactive, adaptive strategies to manage challenges and capitalize on new opportunities. This discussion aims to provide the necessary foresight and strategies for navigating an unpredictable world.

Among the topics we discuss include: 

* Japan Yen Carry Trade Collapse and BoJ Crisis: How might the collapse of Japan's yen carry trade and the Bank of Japan's policy challenges impact global financial stability? * Buffett and Huang's Strategic Moves: What insights might Warren Buffett's reduction of Apple holdings and Nvidia's CEO Jensen Huang's stock sales provide about potential future market trends? * U.S. Markets and National Priorities: How should family offices interpret U.S. markets' response to current priorities like energy independence, border security, and maintaining global economic strength? * UK Riots and Immigration Issues: What are the long-term implications of the recent UK riots and the cultural clashes arising from immigration on social cohesion and investment in the region? * Political Landscape and Leadership Changes: How might the potential shifts in leadership, such as a Trump-Vance ticket versus a Harris-Walz pairing, influence U.S. domestic and foreign policy? * Woke Backlash and TikTok Concerns: How can family offices assess the impact of social movements like the "woke" backlash and concerns over TikTok's influence on public opinion and market stability? * China's Strategic Advancements: How should family offices evaluate the implications of China's strategic advancements in AI, cyber capabilities, military buildup, and infrastructure development? * Middle East Tensions and Assassination of Ismail Haniyeh: How do recent events, including the assassination of Ismail Haniyeh, affect the geopolitical landscape in the Middle East and investment risks? * India's Rising Economic Power vs. Pakistan's Instability: How should family offices weigh the opportunities in India's growing economy against the risks posed by Pakistan's instability? * U.S. Dollar Hegemony: What measures might the U.S. take to defend its dollar hegemony, and how could this affect global markets and family office strategies? * Ukraine War and Russian Sanctions: Why have sanctions against Russia seemingly failed, and how is the ongoing conflict in Ukraine reshaping geopolitical risk assessments? * Latin America Dynamics: What are the potential economic and political implications of recent developments in Argentina and Mexico for investors? * AI and Automation: How should family offices prepare for the transformative impact of AI and robotics on global economies and labor markets? * Adapting to Geopolitical Volatility: What strategies can family offices adopt to manage and mitigate the effects of increasing geopolitical volatility? * Diversifying Investments Amidst Global Tensions: How can family offices diversify their portfolios to protect against the rising tensions in global politics and markets? * Hedging Against Global Economic Downturns: What are the most effective strategies for family offices to hedge against potential global economic downturns? * Investment Opportunities and Risks in the Middle East: What are the potential investment opportunities and risks in the Middle East, given the region's political and economic instability? * Cyber Risk in Geopolitics: How can family offices safeguard their assets against the growing threat of cyber attacks in the current geopolitical landscape? * Impact of Social and Political Movements on Investment: How do social and political movements, such as the backlash against "woke" policies, affect investment strategies? * Staying Ahead of Geopolitical Shifts: What tools and strategies can family offices use to stay ahead of rapidly changing geopolitical dynamics? * Investing in Politically Unstable Regions: What are the key considerations for investing in regions with political instability, and how can risks be mitigated? * Fostering Innovation and Entrepreneurship Amidst Uncertainty: How can family offices encourage innovation and entrepreneurship in a world characterized by geopolitical uncertainty?

Join my exclusive membership community, SFO Continuity, for in-depth discussions, proprietary insights, and direct connections on geopolitics, economics, and investment strategies tailored for successful families and their family offices. Experience the strength of a community through intimate, peer-to-peer conversations without sponsors or vendors—just genuine, family-to-family engagement.

Ever wondered how to navigate the complex world of single family offices with finesse? Join us for an exclusive session with Carol Pepper, Founder of Pepper International, as she unveils the secrets behind international intrigue and the drama of family offices.

What You'll Discover:

* International Intrigue & Family Office Drama: Delve into the captivating dynamics of global family offices and learn how to master their complexities. * The Power of Sub-Billion Dollar Family Offices: Discover why smaller family offices can be incredibly influential and successful. * Global Comparisons: Understand the crucial differences between U.S. family offices and their global counterparts. * Simplifying Wealth Management: Carol debunks the myths of the wealth management industry and reveals how straightforward it can be when executed properly. * Revolutionary Investment Strategies: Learn Carol’s game-changing method to categorize investments into three impactful buckets. * Sub-Billion Compared With Deca-Billion Dollar Family Offices: Explore the nuanced differences and strategies that set sub-billion and multi-deca-billion dollar family offices apart. * People, Systems, Tech: Gain insights into optimizing your family office by focusing on these critical components. * Real-Life Succession Stories: Hear about successful succession planning and the happy endings that can follow. * Avoiding Hierarchical Pitfalls: Learn how to prevent an overly bureaucratic family office that could weaken family cohesion. * Avoid Wall Street Tricks: Protect yourself from common pitfalls and misleading tactics. * Second-Generation Advantages: Explore how the second generation often brings unique opportunities to start or restructure family offices. * Simplified Governance: Get a clear, realistic approach to family office governance. * Family Shareholder Agreements: Dive deep into the details of shareholder agreements and voting rights. * Handling Difficult Family Members: Strategies for managing and resolving conflicts with challenging or litigious family members. * International Insights: Find out where international family offices are often ahead of their U.S. counterparts. * Empowering Women: Discuss the role and impact of women of wealth in family offices. * Turning Around Family Offices: Discover how we would transform any family office in just 30 days.

Exclusive Member Benefits:
My members receive early access and direct interaction with Carol, plus a host of year-long benefits. Become part of SFO Continuity today:
Join SFO Continuity

www.angelorobles.com/membership

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Dr. Craig Kaplan, on AI, investing, and chatgpt.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Hugh Hendry on St Barts, Economics and the Matrix.