Blog

10/04/2024 - The Roundtable Insight – Doug Casey on Geo-Political Risks, Gold and Investing in South America

Download the Podcast in MP3 Voice

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


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

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


09/20/2024 - The Roundtable Insight – Peter Boockvar and Yra Harris on the Political Economy, Gold and Investing

Link here to download the podcast

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


09/20/2024 - The Roundtable Insight – Charles Hugh Smith on How Asset Deflation Could Play Out

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


08/28/2024 - The Roundtable Insight – Rabobank’s Michael Every and Industry Veteran Yra Harris on Geopolitical Risks

Download the Podcast in MP3

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


08/19/2024 - The Roundtable Insight – Tom Luongo and Yra Harris on Geo-Political Risks, Gold and Currencies

Download the Podcast in MP3

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


08/12/2024 - The Roundtable Insight – Bill Fleckenstein and Yra Harris on the Markets and Gold, Precious Metals

Download the Podcast in MP3

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


08/09/2024 - The Roundtable Insight – Charles Hugh Smith on Financial Repression and The Great Unwinding

Download the Presentation in MP3

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


07/22/2024 - The Roundtable Insight – Daniel Lacalle and Yra Harris on Gold, Geo-Political Risks and the Global Economy

Download the Podcast

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


06/25/2024 - The Roundtable Insight – Charles Hugh Smith on Geo-Political Risks and the Economy

Download the Podcast in MP3

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


06/12/2024 - The Roundtable Insight – Judd Hirschberg Updates with Technical Analysis of the Financial Markets

Download the Podcast in MP3

Subscribe here and view the Geo-Political Risk Table:

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


06/06/2024 - Geo-Political Risk Table

LINK HERE or View Below

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


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.

 

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


05/23/2024 - Commodity Culture – Commodities Have ‘Never, Ever’ Been More Undervalued Than Today: Leigh Goehring

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


05/23/2024 - CedarOwl – The Great Taking: How Could It Happen & What Can We Do to Slow The Momentum of Becoming At-Risk?

Become a free subscriber by entering your email address in the form below:

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


05/17/2024 - The Roundtable Insight Vision Series – Charles Hugh Smith on Gold and What Currency Systems Make Sense

Download the Podcast in MP3

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


05/16/2024 - The Roundtable Insight – Sam Perry, Tobias Harris and Yra Harris on Japan at the Crossroads

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


05/03/2024 - Adam Rozencwajg on The Impact of New Copper Technologies

“Nearly all copper demand growth came from the non-OECD world … Given its population of 275 mm, even if it takes another 15 years, assuming 5% economic growth, we expect Indonesia will consume over 1 mm tonnes annually – five times the current rate .. ”

Link Here to the Article

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


04/25/2024 - CedarOwl – How We are Investing in Artificial Intelligence (AI) – “Picks and Shovels”

Enter your email to become a free subscriber below:

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


04/22/2024 - FamilyOffice Podcast with Leon Cooperman

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.