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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
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.
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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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
12/12/2024 - CedarOwl – Will Cryptocurrencies Address the Unsustainable U.S. Debt Crisis?
Transitioning the global USD-based economy and the rapidly rising use of cryptocurrencies results in USD cryptos backed by/with a demand for U.S. Treasuries
Link Here to the CedarOwl Article
Key Messages:
- Given falling demand for U.S. Treasuries by many foreign central banks, the U.S. appears to be planning to put a bid on U.S. Treasuries through promoting the rise and interest in cryptocurrencies, some of which require purchases of U.S. Treasuries as collateral backing;
- The rise and interest in cryptocurrencies is funneling a considerable level of money into cryptocurrencies as an asset class, instead of into the real economy, commodities and hard assets – this is serving as an inflation “honey-pot” or “heat-sink”, thereby diverting money from excessive money printing in recent years away from commodities and hard assets;
- The rise and interest in cryptocurrencies is generating momentum and buy-in to the eventual use of permissioned (controlled) cryptocurrencies that are software-programmable and government-controlled, which will likely be implemented by commercial banks not central banks as a Central Bank Digital Currency (CBDC); without a Digital Bill of Rights in place, these permissioned cryptocurrencies will severely control and limit personal and human freedoms and liberties, even whether or not your cryptocurrency account can accessed or used outside of your home country;
- Most cryptocurrencies are not backed by anything like a commodity or the full faith and credit of a government, and can be “printed” ad-infinitum in a manner similar to government fiat money, bringing the usual loss of currency purchasing power and currency dilution results.
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
