Central Banks are raising rates and inflation is at multi decade highs… Yet somehow Australia and New Zealand are attempting to buck the trend of real estate price destruction… why you ask? Adjustable Rate Mortgages is your answer. In this episode we drill down on what is actually occurring in Australia and New Zealand and formulate a plan of attack.

I Love everything about the opportunities in the Brazilian economy. While most of the braid market takes focus on Europe; opportunities due to high interest rates have made a unique buying opportunity in the Brazilian stock market. Check out our thesis of why Brazil Is In Play!

Like a good king-fu student who lost his master at the hands of a skilled warlord …. Charlie and I are here to avenge our portfolios 😂… We must be a gluttons for punishment because we are eyeing China again… However this time it’s personal (okay no more puns!) On a serious note it seems the Chinese central bank will foreshadow what is to come in the U.S. Markets; Which gives us a hunch that we caught the new credit cycle just in its beginning stages. Tune in as Charlie Meaden of GemBot A.I. @cyborgcharlie joins me to discuss opportunities in Chinese equities.

Charlie Meaden New Zealand fund manager from GemBot A.I. joins the episode to give us his vantage point of current market events and even calls out his best picks!

In this episode we take an objective look at the big debt cycle and point out where the U.S is and where China is within the cycle… The two countries are decoupled within the cycle and are serving as precursors to each other of what may be to come.

This episode we delve into my out look for 2022. Things will come to roost this year.

Season 4 is here and we kick off discussing the nuggets losses of 2021. happy to be back and recording for you all. Tune in!

This episode serves as a continuation of the US. dollar Shortage episode… in this episode we discuss who’s that tightening by the Fed which is souring dollar strength is also leading to rising treasury Yields… this spells disaster for equities BUT the general market doesn’t realize it

In this episode we slow it down a bit to explain the issue with a Chinese dollar surplus and U.S. dollar shortage. This is 1 of 2… the second episode will be discussed in the inflation and yields episode (Just click the episode after this one)

No income, no problem, no product, No problem! Valuation at over a billion dollars… sounds right to me!