Download the Podcast
Blog
01/10/2024 - The Roundtable Insight – Dr. Marc Faber and Yra Harris on Gold, U.S. Debt, Geopolitics and Emerging Markets
12/27/2023 - McKinsey Study – Royalty Streaming Companies versus Mining Companies Returns
Link Here to the Source Article
12/22/2023 - Louis-Vincent Gave: «The Fed Will Cut Interest Rates for Political Reasons»
“If you draw a line that goes from Istanbul to Jakarta, you are linking 3.6 billion people, not including China, in an area with 1% population growth and 5% income growth. To me, the most exciting story of the next five to ten years is the economic integration of the Eurasian continent, the growth in infrastructure spending, and the growth of trade between emerging markets. It’s my belief that a lot of these countries will follow China’s path. Perhaps not at the same pace, but it is happening.”
Link Here to the Interview on The Market.ch
12/08/2023 - Felix Zulauf Market Outlook
12/08/2023 - The Roundtable Insight – Tom Lam on the Global Economy, Europe and Central Bank Policy Trends
12/08/2023 - Louis-Vincent Gave Market Outlook
12/04/2023 - Dr. Marc Faber – Playbook for Navigating a 1970s-Like Market (Full Interview)
Link here to the Interview and Transcript
12/04/2023 - Dr. Anas Alhajji – Back To Earth: Reality of the Energy Transition
- Data indicates that future demand for oil and gas is UNDERESTIMATED, while demand destruction is HYPED.
- Global energy demand is increasing, making decarbonization more difficult to achieve, and the process of replacing fossil fuels slower.
- Despite massive spending on renewables in the last two decades, fossil fuels remain the dominant source of energy in the world, even in Europe.
- Coal remains the dominant source of electricity in India and China.
- Oil is rarely used in power generation in the OECD, China, and India. Doubling or tripling solar and wind energy sources will have a very limited impact on oil demand. However, the failure of renewable energy, and consequent power shortages, will have a significant impact on oil demand.
- As LNG prices reached a record high in 2022, oil use in power generation increased. The level of substitution among various energy sources last year was unprecedented.
Link Here to the Free Substack Article
12/01/2023 - The Roundtable Insight – Charles Hugh Smith on the Opportunities in Living Overseas
11/30/2023 - The Roundtable Insight – Tom Luongo and Yra Harris on Gold, Bonds and Geopolitical Risks
11/12/2023 - Dr. Marc Faber – Headed for a Breakdown, Disappointing Market Returns
11/10/2023 - WTFinance with Dr. Marc Faber
11/10/2023 - The Roundtable Insight – Judd Hirschberg Analyzes the Financial Markets Update
11/09/2023 - The Roundtable Insight – Luke Gromen and Yra Harris on the Oil, USD and Treasuries Interplay Dynamic
11/09/2023 - Chris Wood Bullish Long Term on India
11/09/2023 - The Roundtable Insight – Marc Chandler and Yra Harris on the Economy and the Financial Markets
11/01/2023 - The Roundtable Insight – Tom Lam and Yra Harris on the Economy, Fed and BoJ Policy Trends, Investment Environment
10/31/2023 - Louis-Vincent Gave on China and Investing in the Fertile Crescent/Global South
10/26/2023 - The Roundtable Insight – Joseph Wang and Yra Harris on Interest Rates, Liquidity Issues and Sovereign Bond Trends
10/19/2023 - The Roundtable Insight – Dr. Marc Faber and Yra Harris Discuss Geo-Political Effects on the Economy and International Investing
