GOLDSEEK RADIO

GOLDSEEK RADIO

By CHRIS WALTZEKBusinessInvesting
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GOLDSEEK RADIO episodes

  • Jim Rogers and Charles Hughes Smith
    Feb. 3, 2017 Featured GuestsJim Rogers and Charles Hughes Smith http://radio.goldseek.com/shows/2017/02.03.2017/GSR-02.03.17-c.mp3Please Listen Here: Show Highlights Jim Rogers rejoins the show from his Singapore office with his latest market commentary. The crude oil market appears to be building a bottom - he expects the low to emerge this year representing a buying opportunity. Jim Rogers finds value opportunities in the base metals and other commodities sectors. While the US equities markets rally is impressive, our guest points to financial history, noting that 3 rate hikes spells trouble for equities. Given investor's distaste for US Treasuries in recent months, the go-to asset class could be come cash, Greenbacks, US dollars. The US dollar registered a convincing technical bottom in the weekly chart last week, suggesting that the uptrend could resume in the dollar bull ETF (UUP). Jim Rogers is concerned by comments from the new Administration suggesting the potential for trade wars, typically ending with few winners. The discussion includes the pressing issue of financial safe havens.The PMs gold / silver backed cryptocurrencies such as SilverBit / GoldBit offer some of the benefits of both currencies in one instrument. Charles Hughes Smith from the Of Two Minds blog returns with commentary on the US economy / financial markets. US corporate buybacks data indicates that near zero interest rates has enabled thousands of firms to issue debt at low rates used to support share prices. The financial slight of hand is based on the concept of rising corporate earnings. According to work by David Stockman, debt is the primary means of economic growth. Currently the national debt stands at the Dow advance and US debt (Figure 1.1). National income and corporate earnings trends are static, for the most part, suggesting a decreasing return on each dollar of debt accumulated. Debt growth has eclipsed the rate of GDP expansion, presenting yet another red flag, further degrading the nation credit score. History teaches that as currencies are devalued, bad money drives out good, i.e. Gresham's Law, which may explain much of the push to abolish cash. Charles Hughes Smith notes that all the bad debt will eventually be written off - he advocates sound money investments such as arable land and PMs.Show HostChris Waltzek Ph.D.  About ChrisContact [email protected]
    1 hr 1 min
  • Ralph Acampora and Bill Murphy
    Jan. 27, 2017 Featured GuestsRalph Acampora and Bill Murphy  Please Listen Here: Show HighlightsTop Wall Street Chartered Technical Analyst (CTA), Ralph Acampora of Altaira Wealth Management returns with his outlook on US equities and the PMs. With the Dow Jones Industrials over 20,000, a new record, our guest outlines why stocks could still be undervalued by 10% and even surprise the bulls. Pushing shares higher, expectations of an economic renaissance fomented by the new Administration. The promise of reduced corporate regulations and stringent import levies could make US exports more competitive, boosting corporate profits and US shares. Relatively high domestic interest rates compared to the PBoC's -3.5% and Europe's -1.00% rates makes US dividend payments enticing. Amid hawkish comments from the Fed Chairperson last week, one of the biggest beneficiaries of higher rates will continue to be US financial institutions. In addition, US home construction firms and related sectors such as concrete, lumber to home repair businesses could benefit from infrastructure rebuilding. The risk of higher rates continues to weigh heavily on the US Treasury indexes, currently unwinding from a 30 year bull market.The net result is an inflow of billions of dollars into US equities and the PMs. Bill Murphy of GATA.org and the host discuss the prospects for the PMs sector in 2017. According to Bix Weir, a 1/1 gold / silver ratio is merely a matter of time as emerging technologies increasingly rely on silver. Case in point, silver is key to smog correction devices, which are in high demand in China due to the rise of the increasingly affluent middle class. Just as the Dow Jones Industrials sets a new all time benchmark of 20,000, weak dollar comments from the new Treasury Secretary Steven Mnuchin.The new Administration has plans on the table to revamp the crumbling domestic infrastructure.Raw material purchases and related jobs / activities could boost national price levels to the benefit of PMs investments. The technical case supports the nascent silver bull market thesis - the silver index is nearing a Golden Cross on the weekly chart. The XAU is leading the metals charge on a relative basis - another indication that institutions are anticipating a multi-year PMs price advance. Once silver closes above $21 with conviction, Bill Murphy expects new bull market records, echoing Paul Wong, of Sprott Asset Management. Show HostChris Waltzek Ph.D.  About ChrisContact Host:[email protected] click above & "Save Target As..." to download. To learn more about software needed to play the above formats, please visit the FAQ.
    1 hr 2 min
  • David Morgan, Bob Hoye & Listener's Q&A
    David Morgan, Bob Hoye and Listener's Q&A  http://radio.goldseek.com/shows/2017/01.20.2017/GSR-01.20.17-c.mp3                             Show HighlightsBob Hoye of Institutional Advisors rejoins the show with positive insights on the PMs sector noting a nascent cyclical bull market in the PMs miners.Now that the first significant correction is passing, increased exposure to enticing gold / silver stocks is advisable. Adding to the appeal of PMs investments, increased tensions between member nations and the EU, such as France, Italy, Portugal and Spain. The discussion includes key research on the PMs sector from renowned investor, Doug Casey. Using data from the World Gold Council, the Middle East is the third largest gold consumer, eclipsing even the US. For the first time in modern history, the region could surpass India and even China as the top gold consumer.Beginning in March 2017 new gold-friendly opportunities could facilitate sizable purchases of gold, silver and related commodities without violating Sharia law. Doug Casey notes that $3 trillion dollars could flood into the PMs sector, as 112 Islamic billionaires suddenly gain access to their favorite safe haven asset. The duo discuss the implications of the sea change event for the PMs sector. Although the Fed retains carte blanch authority to absorb toxic debt, the threat of higher rates / yields is jeopardizing even their deep pockets. The broad proliferation of exchange traded funds (ETFs) continues to flood the US equities market - company shares no longer dominate their own exchanges. The Bitcoin ETF (GBTC), the brainchild of the infamous Winklevoss Twins, of Facebook, Social Network fame, remains the sole means to invest via markets.GBTC is a regular Alpha Stock Newsletter candidate that has outperformed the market since added to the list. The latest Listener's Q&A segment includes comments from longtime listener, John from San Diego. John notes that market manipulation makes technical analysis obsolete. The host points to Wealth Building Strategies (Waltzek, 2010) and his PhD dissertation.Enhanced Modern Portfolio Theory via Long-Memory Regimes (Waltzek, 2016), proves the point through statistical analysis with a high confidence level.Technical analysis hinted at a murder of crows circling Lehman Brothers shares, as well as Bear Stearns and even the general equities markets in 2007-2008. A caller from San Francisco expresses appreciation for the Goldseek.com Radio program.The show includes an encore performance from the Silver Investor, David Morgan. Show HostChris Waltzek Ph.D.  About ChrisContact Host:[email protected] the FAQ.
    1 hr 47 min
  • Professor Laurence Kotlkoff, Peter Eliades
    Jan. 13, 2017 Featured GuestsProfessor Laurence Kotlikoff & Peter Eliades Show HighlightsPeter Eliades of Stockmarket Cycles, returns with a warning for US equities investors. Despite the recent advance, his technical cycles work predicts a possible market peak. If the advance / decline line fails to confirm a retest of the zenith, a decade long stock bear could emerge from the 8 year slumber.A key component of his analysis includes his three decade cycle that seems to confirm his equities market top thesis. Peter Eliades notes in a recent interview that gold represents real wealth. According to economist Dr. Laurence Kotlikoff, the nation is facing runaway prices that could send the PMs skyward. With over $200 trillion in total debt, more than twice as severe as bankrupt Detroit - policymakers may find salvaging the system challenging. His new FREE book: You're Hired! illustrates how the working / middle class are trapped in an impossible welfare system.He outlines his plan to revamp the system with proper incentives. He encourages listener to forward the plan to their congressional leaders. Six months before the Treasury market collapse, he advised our listeners to avoid debt. Given the threat of higher rates, municipal debt is at risk. Job automation is gaining momentum via automated pharmacies, toll booths, restaurants, retailers, etc.; expect greater income distribution inconsistencies. The discussion includes recent news that an IBM Watson computer replaced 34 mid-level insurance analyst positions, facilitating windfall profits.Although shareholders will benefit, workers should take note as even formerly secure white-collar jobs are now at risk. Our guest outlines pragmatic policies to reform the banking, healthcare and fiscal systems. Show HostChris Waltzek Ph.D.  About ChrisContact Host:[email protected]
    1 hr
  • Gerald Celente & Peter Grandich
    Jan. 6, 2017 Featured GuestsGerald Celente & Peter Grandich                              Show HighlightsAt the helm of the Trends Research Institute, Gerald Celente returns with holiday spirit still intact. He's concerned by terms like "Nationalism / Populism" that discredit what the PTB are attempting to hide: global contempt for a broken system. Since 2009, 95% of the wealth created was accumulated by the most privileged 1% while unemployment among the young ranges from 30-50%. Given the economic chaos predicted by his models, our guest maintains that gold remains the ultimate hedge against impending financial uncertainty. Virtual reality education (VR-ED) will continue to fill the void with affordable and pragmatic skill sets. Gerald Celente sees the trend away from cash to a totally digital currency system is rooted in fear. Officials are bracing for runaway inflation that threatens the very existence of their system of bondage. The Trends Research Institute examines the health benefits of medical cannabis, finding that the pros far outweigh the disadvantages. If medical cannabis were rescheduled, laboratories would have access to a new source of highly effective weapons against epilepsy, cancer, and glaucoma. Israel is ahead of this trend; laboratories are licensed for research in the area, which according to experts could lead to key pharmaceutical breakthroughs. Peter Grandich of Peter Grandich and Company says the recent correction has cleared the skittish, speculative crowd, presenting a valuation opportunity. In 2016, the PM sector performed solidly - silver added 14%, gold 10% and the XAU gold / silver shares advanced over 63%. Due to the marked improvement in the supply / demand environment, the PMs markets are primed for better performance. Institutions will continue to seek for gold bullion in size, shrinking output and reserves while underpinning price. Adding to upward market momentum, the price of Bitcoins in terms of China's Yuan currency blasted above 1,000, as officials enacted currency controls. The surprising outcome may be a temporary reprieve from currency collapse, such as in Venezuela / India. The guest / host concur that eventually, even cryptocurrencies will fail to contain the currency / inflation specter. The Wall Street Whiz notes that odds favor higher PMs relative to the general stock market by the end of 2017. The intense theme of capital flight from Europe South America and Asia and US Treasuries into domestic US shares subsides, expect sold PMs performance. Show HostChris Waltzek Ph.D.  About ChrisContact Host:[email protected]
    1 hr 1 min
  • Dr. Chris Martenson & Bob Hoye
    Dec. 30, 2016Featured GuestsDr. Chris Martenson & Bob Hoye   Show HighlightsGoldseek.com begins the 12th consecutive year on the digital airwaves with Bob Hoye, of Institutional Advisors. US equities have reached frothy levels during the end-of-year rally making a correction likely in the New Year. Our guest suggests that a Long-Credit Contraction is inevitable amid a post-bubble period where the senior currency, i.e., US Dollar should remain strong. The gold / dollar ratio suggests that the bull market is merely dormant and will likely resume the uptrend in 2017. Bob Hoye's technical indicators are setting up for a buying opportunity in the PMs mining sector. The President-elect chose a gold aficionado, Congressman Mick Mulvaney from S.C. as the new Budget Director. Dr. Martenson from PeakProsperity.com outlines the factors sending the crude oil market skyward.Reports indicate that OPEC members agreed with non-OPEC nations to curtail output. The guest / host concur that $55 crude oil is a bargain - a more responsible valuation remains $70 per barrel. Demand continues to soar in the US / China, for instance the US consumers 18 million barrels per day. In Venezuela, inflation is approaching 500% as the 100 Bolivar note drops to two US cents - officials removed the currency denomination from circulation.The new 20,000 Bolivar note is worth only $4. The border with Columbia was closed to stem the flow of money out of the nation. The official cover story involves thwarting counterfeiting and smuggling - in reality, runaway inflation has relegated the denominations to near worthless. Gold demand from the two largest national consumers ground to a virtual halt at precisely the peak festival seasons, in both India as well as China. The US Fed's balance sheet remains static at $4.5 trillion - it appears to be a holding pattern ahead of imminent QE to maintain the ailing domestic edifice. Our guest suggests that an economic collapse is likely, beginning first with deflation that results in waves of new QE, culminating in runaway prices. Another challenge facing domestic workers involves the rapid evolution of automated robotics / A.I. that is displacing workers at a rapid clip. New estimates indicate that millions of delivery / transportation jobs could evaporate as robot transportation becomes widely accepted within 5-7 years.The process is inevitable due to the exponential improvement productivity stemming from automated workers. Automation comes with a hefty price tag of reduced incomes and lower consumer confidence levels. An unspoken policy of financial repression worldwide appears to be gaining momentum - the PMs remain the de facto means to escape the trap. Show HostChris Waltzek Ph.D.   
    1 hr 19 min
  • Louis Navellier & Arch Crawford
    Dec. 16, 2016Featured GuestsLouis Navellier & Arch Crawford                              Show HighlightsLouis Navellier of Navellier & Associates presents stocking stuffers to Goldseek.com Radio listeners in the form of stock candidates (Figure 1.1.). The list stems from the free Navellier Portfolio Grader service - the host reviews 20 stocks advancing from the hold to the buy designation. Topping the list, Honeywell (HON) impresses with strong projected sales and solid earnings, despite the recent erosion of multinational profits. The largest oil company, Exxon (XOM) has solid sales / earnings due in part to the cold winter weather and the resulting boost in natural gas demand. Energy company Cimarex Energy (XEC) has strong projected sales of 19% and earnings of 320% plus the Permian basin exposure. Major delivery service, FedEx (FED) is benefiting from holiday sales and the enormous trend towards online retailing. In an ironic twist, the top online retailer Amazon (AMZN) is making a push into the brick and mortar retail / grocery space. Our guest highlights a favorite stock candidate, engineering firm MasTec (MTZ) and materials company Vulcan Materials (VMC) a concrete company. Technology companies like Nvidia (NVDA) supports top level GPU / graphical user interface technology including the CUDA language.Our guest expects the impending referendum vote in France to be the next economic shock, potentially revamping the PMs sector.  Arch Crawford, head of Crawford Perspectives notes the waning momentum in the US equities markets.Although the technical picture is less appealing, a Santa Claus rally seems likely in the last half of this month. The discussion includes the global theme of currency devaluation.Our guest notes that the Indian currency event could be the most significant, current economic development. Venezuela just followed India's lead, dropping the 100 Bolivar note from circulation this week, now that it is only worth two US cents. Venezuelans had only 2 days to exchange their Bolivars. Such methods only stem the economic tide in the near-term; the long-term ramifications include food shortages, economic slowdown and runaway inflation. Arch notes that crude oil could continue to climb in 2017 in tandem with the CRB commodities index. Fed officials fears of an overheating economy and inflation are viewed as a positive sign for the PMs sector. The topic veers outside the box into a highly speculative yet intriguing discussion on the nature / implications of artificial post-human intellects.
    1 hr 3 min
  • Bill Murphy & Bob Hoye
    Dec. 9, 2016Featured GuestsBill Murphy & Bob Hoye                           Show HighlightsBill Murphy of GATA.org outlines the unfolding drama surrounding the gold / silver market rigging by Deutsche Bank.Company executives have offered details of their collaborators at competing financial institutions. In the near future, millions of jobs will be jeopardized by the real threat of automation / AI. Case in point, Amazon.com just opened the first employee free retail store, where no clerks, cashiers or managers are required. Millions of delivery, tax, transportation, shipping jobs are at risk due to automated driving over the next 5-7 years. The coming unemployment tsunami could require Universal basic income (UBI) to contain the societal unrest resulting from job automation. The endgame may be runaway prices, as the flood of UBI funds deflate existing currency values, sending the PMs and related safe haven assets skyward. The new administration appears to be securing new jobs; purportedly 50,000 new jobs could emerge from a $50 billion investment from a SoftBank deal. Bob Hoye, editor and Chief investment strategist of Institutional Advisors brings decades of experience to the discussion. The new Administration is attempting to rebuild nation in the wake of the destructive NAFTA that decimated the job base. By taxing companies that ship jobs offshore, the American worker could recover after losing over 5 million high-paying industrial jobs since 2000. A global populist uprising is underway beginning with the Grexit / Brexit and culminating with Italexit, the Italian referendum vote on Sunday.Italy is poised to follow Great Britain out of the EU. Leaders in Turkey are calling for citizens to accumulate gold and prepare for capital controls, adding to continued concerns about a global currency crisis. The global population is no longer fearful of the their government; government is justifiable wary of the people, which is necessary for personal freedom.The reigns of the national money supply are now up for grabs presenting an opportunity to reestablish a constitutionally sound gold / silver backed dollar.
    1 hr 7 min
  • Peter Schiff and John Williams
    Nov. 25, 2016Featured GuestsPeter Schiff and John Williams  Please Listen Here: Show HostChris Waltzek Right click above & "Save Target As..." to download. To learn more about software needed to play the above formats, please visit the FAQ
    1 hr 21 min

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Broadcast interviews with top economic and financial experts covering the gold, silver and stock markets. Timely articles, market updates and proprietary technical analysis.