Blog
07/25/2025 - The Roundtable Insight – Rob Arnott & Yra Harris on the Long-Term Trends in the Markets
07/09/2025 - The Roundtable Insight – Kevin Duffy and Yra Harris on Tariffs, Debt, and “Following the Puck” to Investment Themes
podcast to be posted shortly
07/08/2025 - The Roundtable Insight – Charles Hugh Smith on the Challenges of Debt, Currency, Interest Rates and Productivity in the G7 World
podcast to be posted shortly …
07/02/2025 - The Roundtable Insight – George Magnus and Yra Harris on Trends in Trade, Tariffs, USD Reserve Status and the Global Economy
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05/28/2025 - The Roundtable Insight – Larry McDonald and Yra Harris on Emerging Investment Themes and Financial Repression
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Charts provided by Chief Technical Strategist Judd Hirschberg of Whitewave Trading Strategies.
05/21/2025 - The Roundtable Insight – Joseph Wang and Yra Harris on Capital Flight, Bonds, Gold and Fed Policy, Charts by Judd Hirschberg
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With Charts by Judd Hirschberg of https://www.whitewavetradingstrategies.com/
05/16/2025 - The Roundtable Insight – Judd Hirschberg analyzes the International Markets
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05/14/2025 - The Roundtable Insight – Dr. Marc Faber and Yra Harris on International Markets, Gold, Platinum and Geo-Political Risks
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05/08/2025 - The Roundtable Insight – Peter Boockvar and Yra Harris on Tariffs, Capital Flight, Gold and International Markets
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05/01/2025 - Global Political Uncertainties with Art Berman and Yra Harris – Risk Framework and Approach
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Download the Presentation Slides Deck Here
Email for more information here – info@cedarportfolio.com
04/24/2025 - The Roundtable Insight – Charles Hugh Smith on Trade, Tariffs and Globalization
04/23/2025 - The Roundtable Insight – Nomi Prins, Yra Harris and Judd Hirschberg on Gold, Yen, Bonds, Uranium, Europe and the Tariffs
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04/10/2025 - Global Political Uncertainties Podcast – Sign up to Join in the Podcast
Global Political Uncertainties Podcast | April 30, 11:30 AM ET
Join us for an insightful episode of the Global Political Uncertainties Podcast with Yra Harris, Art Berman, and our team!
In this session, we’ll dive deep into how geo-political risks impact investing and businesses. Have questions? Drop them in the comments or use the link below to join the conversation!
Submit your questions and join the podcast directly here: https://cedarowl.substack.com/p/how-d…
Make sure to hit the bell icon to get notified when we go live
03/28/2025 - The Roundtable Insight – Charles Hugh Smith on the Coming Recession that will be Longer and Deeper than Most Analysts See
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CedarOwl: Charles Hugh Smith on the Coming Recession that will be Longer and Deeper than Most Analysts See. Here is the link to Rabobank’s Economic Statecraft paper: https://media.rabobank.com/m/60b62dca… Subscribe to Substack’s latest weekly publication on finance, economics and innovation that seeds a silver-lined tomorrow: https://cedarowl.substack.com/ Our work is founded on the basis of two unique investing approaches: the principles of the Austrian School of Economics and the ESG principles of Market Environmentalism. More on this to follow. We emphasize a dual mandate of both targeting outperforming portfolio returns and also helping society and the environment at the same time.
03/13/2025 - CedarOwl – How do we mitigate global political uncertainties in our investing and trading?
Join our Podcast to ask your questions to veteran industry gurus Yra Harris and Art Berman
We present our repeatable process of how we approach this question. We will go through a few examples and we will take a few questions from the participants.
Our approach provides analysis on:
- How will the Tariffs affect your Business or your Investments?
- How will trends in Trade in a Multi-Polar World affect your Business or your Investments?
- How will wars, nationalizations and supply chain disruptions affect your Business or your Investments?
- How will changes in global central bank monetary policies and global fiscal policies affect your Business or your Investments?
- How will G7, BRICS and Global South policies and de-dollarization trends affect your your Business or your Investments?
- Are you aware of risk mitigation strategies to help manage global political uncertainties on your Business or your Investments?
- Are your Investments gaining or losing in purchasing power due to global political uncertainties affecting the markets?
- Are you managing the potential risks of the potential for asset freezes, asset confiscations, sanctions, restrictions, capital controls and expropriations?
Link Here for more information
02/13/2025 - The Roundtable Insight – Luke Gromen and Yra Harris on Gold, USD, Tariffs and Unsustainable U.S. Debt
01/29/2025 - The Roundtable Insight – “The Four Horsemen” – Rosenberg, Boockvar, Bianco and Harris on Tariffs, Debt and Investment Ideas
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James Bianco – Bianco Research website link
Peter Boocvkar – Substack link
Special Free Offer Trial from David Rosenberg on his research reports at Rosenberg Research – send an email to information@rosenbergresearch.com and request a free trial, mention you watched this podcast.
Subscribe to CedarOwl Substack – link here
01/16/2025 - The Roundtable Insight – Charles Hugh Smith on the Extremes and Concentrations in the U.S. Economy and U.S. Markets
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01/13/2025 - The Roundtable Insight – Martin Armstrong on Bond, USD, Gold Trends and a Decline of Global GDP into 2028
12/16/2024 - The Roundtable Insight – Alex Krainer on Geopolitical Risks and Investment Considerations
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