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Join us on the journey towards financial independence and being unconstrained. Your host, Myles Wakeham, explores the art of financial sustainability and individual sovereignty resulting in a debt fr... more
FAQs about The Unconstrained Podcast:How many episodes does The Unconstrained Podcast have?The podcast currently has 515 episodes available.
March 11, 2015The Bubba Show - 03.11.15Bubba and the Badger discuss the current selloff in Gold. Bubba mentions that the fear index the VIX is telling investors that the equity markets are not in trouble. The Badger states that it appears that the Fed is going to raise interest rates earlier than the fourth quarter. Bubba comments that he believes the Fed is confused as to where they see interest rates going in the next few months.The Badger comments on the recent murder of Vladimir Putins political adversary Boris Nemtsov. He claims that this is the third murder that indicates that Mr. Putin is starting to turn Russia back into a police state. He talks about the how a legal ally of Mr. Putin is saying that the current Russian constitution is detrimental to the state. Bubba comments how the nothing has changed in the past year.Bubba asks the Badger what is going on in China. The Badgers comments that Prime Minister Li made a significant statement last week at the biggest yearly political convention. He said that the growth rate in China would now be about 7% a year and that this would be the ''new normal'' for the next twenty five years. If necessary to keep growth at that target the Central Bank would borrow if necessary.Bubba comments on how OPEC is continuing to try to hurt U.S. frackers. OPEC believes that increasing production in a period of declining prices will drive out the weak competition and that the price will begin to rise again. The Badger comments about how the ISIS is now destroying production facilities in Libya and that combination of competition and destruction of Oil capacity would cause the Oil market to skyrocket....more0minPlay
March 10, 2015The Bubba Show - 03.10.15Bubba and the Badger discuss the current selloff in Gold. Bubba mentions that the fear index the VIX is telling investors that the equity markets are not in trouble. The Badger states that it appears that the Fed is going to raise interest rates earlier than the fourth quarter. Bubba comments that he believes the Fed is confused as to where they see interest rates going in the next few months.The Badger comments on the recent murder of Vladimir Putins political adversary Boris Nemtsov. He claims that this is the third murder that indicates that Mr. Putin is starting to turn Russia back into a police state. He talks about the how a legal ally of Mr. Putin is saying that the current Russian constitution is detrimental to the state. Bubba comments how the nothing has changed in the past year.Bubba asks the Badger what is going on in China. The Badgers comments that Prime Minister Li made a significant statement last week at the biggest yearly political convention. He said that the growth rate in China would now be about 7% a year and that this would be the ''new normal'' for the next twenty five years. If necessary to keep growth at that target the Central Bank would borrow if necessary.Bubba comments on how OPEC is continuing to try to hurt U.S. frackers. OPEC believes that increasing production in a period of declining prices will drive out the weak competition and that the price will begin to rise again. The Badger comments about how the ISIS is now destroying production facilities in Libya and that combination of competition and destruction of Oil capacity would cause the Oil market to skyrocket....more0minPlay
March 09, 2015The Bubba Show - 03.09.15Bubba and the Badger discuss the hammering the markets took on Friday March 6th 2014 after the jobs number was released. They talk about how positive economic numbers can be viewed by Wall Street to be negative news and the markets react to it by selling off very quickly. Bubba comments that the ''fear Index'' did not rise on the selloff.Bubba and the Badger discuss the effect of Apple Inc. being included in the DJIA. Bubba wonders if IBM is it really a tech company anymore. The Badger talks about ''market expectation''. Bubba points out that the market had mostly negative news in February but had one of its better months in recent years. The Badger talks about the effect of a rising dollar on U.S. exports. He uses the example of car prices to support his position.Bubba asks the Badger to rank the size of the Equity markets in relation to the debt markets. The Badger points out that they are just a fraction of the debt and energy markets. Bubba and the Badger discuss the concept of spreading debt, using Greece and Germany as an example. Bubba talks about the chase for yield and how the negative interest rates are affecting the makeup of todays interest rate markets.The Badger comments on how the media loved the jobs number on Friday. However they were off base when it became apparent that the good jobs number might lead to the Fed raising short term interest rates. The Badger makes a comparison between theoretical traders and traders who are in the markets every day and their viewpoint. He comments about how it is difficult to predict future prices unless you have some metric to measure them against....more0minPlay
March 07, 20152015.03.07 The Sporting EdgeThe week in sports, NFL cuts and trades, Tiger Woods and steroids and sports investing. Bubba and Badger talk sports....more0minPlay
March 06, 2015The Bubba Show - 03.06.15Bubba starts off the show ranting about the lousy job the FED, Central Banks and our fearless leader are handling the economy. Bubba talks about Mark Cubans call of a NASDAQ bubble and that he agrees but warns that predicting when is the issue. Bubba gets worked up on the mess that has been created and explains why deflation is bad for everyone.Jane King comments that the Fed most likely raise rates later in the year. Jane states that she is concerned if rates rise and the markets suffer how the Fed will react? Jane says that the middle class is not benefiting from the rise in equities. She worries about the future of middle class Americans.Mike says that he thinks the Fed has done a good job in relation to the other Central Banks of the world. Bubba disagrees with the Fed and maintains that it is leading the country down the wrong path. Bubba states that the stronger dollar will hurt the banking industry. Mike maintains that a big correction is coming just not sure when. Mike believes that precious metals can help to guard your portfolio.Bubba states that he believes buying index funds is overrated.Mike talks about how ETFs can fit in your portfolio. Bubba and Mike comment about the NASDAQ reaching 5000 again. Mike states his case for having precious metals in your portfolio....more0minPlay
March 05, 2015The Bubba Show - 03.05.15Mike Brown comments on how the market is drifting higher. The easy money policies of the Central banks are forcing investment dollars into the equity markets. Bubba asks Mike how he feels about the Fed. Mike agrees that chair Yellen is doing the ''two step'', when she speaks. He feels that the Fed worries about falling behind the curve and will raise rates before they have to.Bubba states that he believes raising interest rates now is a mistake. He feels the dollar will appreciate further and this could lead to competitive problems for US banks. Mike agrees that it could be a problem because the US already has the highest rates in the world. Mike comments that Grain prices have fallen because of the strong dollar and farmers would get hurt if the Fed raises rates.Bubba comments that Mike played baseball in the LA Dodgers organization. He asks Mike what separates him from other investment managers. Mike comments that he has a hands-on approach with his investors. He asks them what their needs and goals are and he explains to them how the markets work and what they can expect from their portfolio. He then works with them on their individual goals, whether it is income or retirement. Bubba comments that no matter how good you are there are going to be losing periods when you trade of invest.Bubba states that he thinks the equity markets are now high, and he feels that years from now this time will be a bubble. Mike says he thinks that at some point there may be a bubble market but that is a couple of years away. Bubba and Mike discuss the problems with big government....more0minPlay
March 04, 2015The Bubba Show - 03.04.15David Asman comments on Benjamin Netanyahus speech before Congress. David said the speech was clear, evil in the world must end now. Congress gave him a rousing hand of approval. His approach to the problem is in sharp contrast to President Obama. He lays out the exact enforcement measures that need executed. He doesn't treat the problem with broad generalities.Netanyahu compares Mr. Obamas position dealing with Iran to a card game. He holds the Aces but for some reason will not play them. Mr. Netanyahu believes the Iranian people are hurting and that they can change their administrations course of action. Bubba agrees with David. David comments on Mr. Obamas theme of hope and how that hope has not materialized. David comments on Western culture view of life and how that differs from the radical elements in todays society.David comments on how our revolution was to free men from slavery and now we are facing tyrants that embody evil and we must take the action necessary to end their culture of death. Bubba agrees with Davids assessment of world events. Bubba states that the current administration must take the positive action necessary to stop the thugs.Bubba states that Bill Gross is a smart guy that broke a lot of traders when he was in the pit. He asks David if he heard an interview with Gross about the ''race to the bottom'' in interest rates. David said that he didn't hear it but read the transcript. He believes that the Fed must raise rates to give the banks and investors a chance for return on their money if it hurts the markets so be it. He concludes that zero rates cannot go on forever, it is unhealthy....more0minPlay
March 03, 2015The Bubba Show - 03.03.15Bubba comments that the markets seem to be ignoring any bad news because they want to go higher. Badger states the equity markets are in a death march because of low volume and volatility. Badger comments that Apple Inc. seems to be running the NASDAQ. He believes that the market is going to breakout in one direction or the other.Bubba comments on the Humphrey-Hawkins testimony of Chair Yellen which he calls the information two step. He comments on the strength of the dollar. Badger says it doesn't make sense to raise rates when there is no inflation. Badger comments on Germany going negative on interest rates. Bubba laments the problems with raising rates in the current market environment, the Badger agrees.Bubba asks the Badger how negative interest rates work. Badger comments on why retail investors need to stay out of that market. Badger explains to Bubba how the current rules bar the ECU from buying certain bonds. He believes that they will need to change the rules to allow the central banks to buy enough securities to allow Mr. Draghi to run the Quantitative Easing. Badger explains that the ECU can buy corporate as well as equities and real estate if necessary.Bubba comments on the Greek debt problem. He believes that if they default it is not a problem, but it could create problems with Italy and Spain. The Badger believes that the deal with the European Central Bank has not changed. The Greeks will face the same problem four months from now. Tax revenue will not increase, banks assets will continue to drain, and spending will rise....more0minPlay
March 02, 2015The Bubba Show - 03.02.15Dan Stecich states that his is optimistic but sees a pull back at some point. Bubba bemoans the lack of volatility. Dan says that he sees growth even though some of them are service industry jobs. Bubba uses some math to say why he sees no growth. Dan counters that he does see some job growth. Bubba talks about the problems in the subprime car loan industry. Dan counters that he doesnt see a problem in the subprime car loans.Bubba states that he believes that the consumer has not benefited from low Oil prices, as much as producers have been hurt by the drop. Dan agrees with him. Bubba talks about the cost of education and Dan also agrees. Dan says that community college is a good alternative to get kids started. Bubba and Dan agree that that higher education costs need restructuring.Bubba and Dan talk about how to manage a portfolio. Bubba talks about the difference between investors and traders. Dan talks about how the media affects investing decisions. Bubba and Dan talk about the problems of overleveraging in any market and how you must keep your sights on the long run. Bubba comments on how the Fed continues to do the two steps. Dan maintains that the market should dictate how the Fed reacts and not the data.Bubba and Dan talks about the Citi call on $20 Oil. Dan criticizes the analyst about the prediction on Oil he believes he is a talking up his position. Bubba expresses his opinion about how the Dodd-Frank regulations could hurt Banks by a rising U.S. dollar. Dan disagrees, he maintains the U.S, banking system is strong and it may hurt the stock price but that it will not threaten the banking system....more0minPlay
February 28, 20152015.02.28 The Sporting EdgeBubba and Badger talk investing in the sports world. They also cover the rules of being a successful sports investor....more0minPlay
FAQs about The Unconstrained Podcast:How many episodes does The Unconstrained Podcast have?The podcast currently has 515 episodes available.