Blog
11/21/2024 - The Roundtable Insight – Daniel Lacalle, Angelo Gallo and Yra Harris on Europe, Fiscal/Monetary Policy Trends and the Investment Environment
11/18/2024 - The Roundtable Insight – Art Berman on Energy, AI, China and Renewables
11/07/2024 - The Roundtable Insight – Louis-Vincent Gave and Yra Harris on China, U.S. Elections, Gold, Emerging Markets
11/01/2024 - The Roundtable Insight – Charles Hugh Smith on the China Real Estate Bubble
Here are the links and references to the charts:
https://x.com/BurggrabenH/status/1847987146470178994
https://www.thecommoditycompass.com/p/chinas-paradox-under-xi
10/29/2024 - The Roundtable Insight – Judd Hirschberg on current insightful Technical Analysis of the Financial Markets
podcast to be posted shortly …
10/23/2024 - The Roundtable Insight – Elliott Wave’s Steven Hochberg and Peter Kendall together with Yra Harris on Technical and Fundamental Views of the Markets
To subscribe to EWI services – link here: www.elliottwave.com/fra (disclosure – we are not making any compensation or referral fees on this)
10/04/2024 - The Roundtable Insight – Doug Casey on Geo-Political Risks, Gold and Investing in South America
Download the Podcast in MP3 Voice
09/23/2024 - The Roundtable Insight – Dennis Gartman, Angelo Gallo and Yra Harris on the Economy, Gold, Commodities and Yield Curve Trends
Link Here to Download the Podcast
09/20/2024 - The Roundtable Insight – Peter Boockvar and Yra Harris on the Political Economy, Gold and Investing
Link here to download the podcast
09/20/2024 - The Roundtable Insight – Charles Hugh Smith on How Asset Deflation Could Play Out
08/28/2024 - The Roundtable Insight – Rabobank’s Michael Every and Industry Veteran Yra Harris on Geopolitical Risks
08/19/2024 - The Roundtable Insight – Tom Luongo and Yra Harris on Geo-Political Risks, Gold and Currencies
08/12/2024 - The Roundtable Insight – Bill Fleckenstein and Yra Harris on the Markets and Gold, Precious Metals
08/09/2024 - The Roundtable Insight – Charles Hugh Smith on Financial Repression and The Great Unwinding
Download the Presentation in MP3
07/22/2024 - The Roundtable Insight – Daniel Lacalle and Yra Harris on Gold, Geo-Political Risks and the Global Economy
06/25/2024 - The Roundtable Insight – Charles Hugh Smith on Geo-Political Risks and the Economy
06/12/2024 - The Roundtable Insight – Judd Hirschberg Updates with Technical Analysis of the Financial Markets
Subscribe here and view the Geo-Political Risk Table:
06/06/2024 - Geo-Political Risk Table
LINK HERE or View Below
06/03/2024 - The Roundtable Insight – Adam Rozencwajg and Yra Harris on Commodities and Geo-Political Risks
Download the Podcast in MP3 Voice
Lots of discussion in this podcast about geo-political risks to the investor. Check out CedarOwl’s Risk Table for more info on geo-political risks to the investor.
CedarOwl Risk Table – Now Available
CedarOwl is making available its Risk Table – see link at the bottom of the page. The Risk Table is a continually-updated spreadsheet matrix which identifies and assesses existing as well as new risks stemming from risks associated with trends and events happening jurisdictionally around the world. These include but are not limited to government or fiscal policies, central bank policies, and regulatory environment changes.
LINK HERE TO CEDAROWL’S RISK TABLE (refresh the screen for updates)
Types of events include, but are not limited to:
- nationalization of businesses or properties by a country;
- expropriations or freezing of assets;
- impositions of new regulations on certain industries;
- commodity export bans;
- changes in rules on registered accounts like 401k plans, RSPs, Superannuation;
- regional conflicts or wars affecting economies and markets.
The matrix table also has CedarOwl‘s risk mitigation strategies which help CedarOwl with its investment process.
05/23/2024 - Commodity Culture – Commodities Have ‘Never, Ever’ Been More Undervalued Than Today: Leigh Goehring
