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Interviews
05/16/2025 - The Roundtable Insight – Judd Hirschberg analyzes the International Markets
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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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.
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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12/13/2024 - The Roundtable Insight – Michael Every, Art Berman and Yra Harris on The Shift to Economic Statecraft
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* Referenced Rabobank Report link = https://media.rabobank.com/m/60b62dca958fd79/original/Macrostrategy-vs-Grand-Macro-Strategy-Trump-ling-on-market-policy-conventions.pdf
* Referenced Art Berman blog link = https://www.artberman.com/blog/oil-power-and-statecraft-the-geopolitics-of-energy-in-a-changing-world/
* Substack article on Cryptocurrencies link = https://cedarowl.substack.com/p/will-cryptocurrencies-help-to-address
12/11/2024 - The Roundtable Insight – Dr. Marc Faber and Yra Harris on the Markets, Gold, Platinum, Europe and China
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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 …
