Palisades Gold Radio Collin Kettell

https://rumble.com/v54ywwr-martin-armstrong-the-hidden-cost-that-could-devastate-equities-real-estate-.html?mref=13ry0f&mc=c28tm









In this thought-provoking episode, Tom Bodrovics invites back the esteemed Martin Armstrong from Armstrong Economics for an engaging conversation that spans historical political trends, economic repercussions of poorly thought out policies, critiques of politicians, NATO's relevance, Neocon influence, gold as a hedge against uncertainty, and geopolitical tensions.







Armstrong asserts the recurring cyclical pendulum swing towards the left throughout history is predictable. He raises alarm over the economically destructive consequences of COVID-19 policies and climate change regulations on European small businesses. Armstrong denounces politicians for their power retention efforts, citing instances such as Biden's lawsuits against Trump and perceived inconsistencies.







The conversation delves into the perceived threat posed by Trump to those in power, speculation of a potential false flag or war with Russia prior to the elections, low approval ratings for Congress and President Biden, and the administration's emphasis on other issues. Armstrong maintains that those in power often deceive and judge others based on their own cultural norms and values, leading to misunderstandings and discrimination.







The episode recalls NATO's inception during the Cold War when it was formed as a response to the Soviet Union's expansionist ambitions. Martin criticize Western leaders for instigating conflicts and disseminating misinformation. He argues that NATO now primarily functions to propagate war fears and Russian aggression apprehensions.







The discussion also touches upon the possibility of Hillary Clinton's involvement in the 2024 Presidential election and her past role in Benghazi incidents. Martin reveals that the ambassador involved was an arms dealer providing weapons for Syrian regime change efforts. Gold is explored as a reliable refuge during geopolitical tensions and instability, with historical examples like the Iran hostage crisis and Russia's invasion of Afghanistan cited.







Furthermore, they delve into the role of digital currencies in international transactions via organizations such as the IMF, potentially replacing the dollar as the dominant currency. Mr. Armstrong suggests America's fiscal irresponsibility and taxation methods contribute to the decline of physical cash and the shift towards a digital currency system. The upcoming presidential elections and potential civil unrest and political instability are also addressed.







Time Stamp References:0:00 - Introduction0:39 - Politics Trending Right6:14 - Establishment Threat10:52 - US Gov. Approval Numbers13:27 - Rights Vs. Discrimination18:46 - Historic Conflicts & Lies24:16 - Purpose of NATO30:50 - Diplomacy & The West32:50 - US Overcommitted Empire35:07 - Conflict on Four Fronts?37:50 - The Plan for Biden41:57 - Collapsing Confidence44:40 - Swiss Democratic System50:19 - Manipulating Society52:47 - Gold Buying & Geopolitics54:52 - Digital Currencies1:02:07 - Signposts of Collapse1:06:15 - Gold During Uncertainty1:09:38 - China & Global Demographics1:12:45 - Wrap Up







Talking Points From This Episode









* Cyclical political pendulum swings towards the left are predictable throughout history, according to Armstrong, but power retention efforts by politicians cause misunderstandings and discrimination.







* Armstrong criticizes Western leaders for instigating conflicts, disseminating misinformation, and promoting war fears through NATO.







* The true role of gold as wealth preservation during periods of uncertainty.

Tom welcomes back David Kranzler from InvestmentResearchDynamics.com and Mining Stock Journal to explore the precious metals market's current state, particularly during the summer months. Kranzler anticipates heightened demand in India's largest buying season despite typical decreased volumes. He addresses gold price manipulation by western central banks and institutions, highlighting the influence of eastern hemisphere markets like Shanghai.







Banks, such as JP Morgan and Citigroup, dominate Comex trading, making substantial profits through short contracts, technical indicators, and sell stops. Central banks reportedly authorize these actions, making price manipulation lucrative. Kranzler remains optimistic about precious metals, predicting higher prices by the end of Q4 or mid-Q3.







Dave shares past experiences in analyzing gold and silver markets by monitoring open interest and positions held by banks and hedge funds. He observes a correlation between net short bank positions and net long hedge fund positions, leading to price rallies or smashes. Reflecting on 2008, he recounts how the financial system's instability did not result in gold and silver price increases due to manipulation. Current concerns include regional banks and commercial real estate debt, potentially leading to another crisis and further precious metals market suppression.







Well-run mining producers are thriving amidst rising gold and silver spreads versus production costs, acting like monetary printing presses. Junior project development companies face feast or famine situations, with some easily raising funds while others struggle. Institutional investors like Paul Singer and Stanley Druckenmiller invest in larger mining stocks for leverage effects. The speaker predicts a major shift into the mining sector once the stock market experiences a downturn, leading to price increases for gold, silver, and mining stocks by year-end.







The podcast also touches upon the significant impact of Apple, Microsoft, and NVIDIA (the 'magnificent seven') on the stock market. These companies have driven most gains in the S&P 400 and NASDAQ 100. A catalyst, possibly a financial crisis, could trigger capital to shift from these stocks into the mining sector when investors need to liquidate quickly. This occurred in 2008 with Fidelity's funds investing in junior microcap mining companies due to their size. The speaker encourages precious metals sector investors to remain persistent despite current trends and anticipates price increases by year-end.







0:00 - Introduction0:44 - Summer Doldrums?3:30 - Mr. Slammy at Mkt. Opens7:10 - Eastern Pricing & Effects10:00 - Eastern Buying Demand11:20 - Bank Incentives & Metals14:54 - Price Predictions17:32 - Bank Status Now & 200824:39 - Low Grade Q.E. Chart28:29 - Feds 'Control' & Markets32:29 - Buy Now Don't Pay Later33:43 - Middle Class Decline?36:44 - Recession is Here?39:29 - CPI & Health Insurance43:52 - Miners & Capital Issues53:52 - Wrap Up







Talking Points From This Episode









* Kranzler anticipates heightened demand during India's buying season despite decreased volumes and price manipulation by western central banks and institutions.







* Well-run mining producers are thriving amidst rising gold and silver spreads versus production costs, while junior project development companies face challenges.







* Institutional investors invest in larger mining stocks for leverage effects, predicting a major shift into the sector when the stock market experiences a downturn.









Guest Links:Twitter: https://twitter.com/InvResDynamicsWebsite: a href="https://investmentresearchdynamics.

Tom Bodrovics welcomes back the always forthright Chris Irons host of Quoth the Raven podcast host and author of QTR's Fringe Finance Substack. Irons shares his concerns about the deeply flawed economy, predicting that something substantial must occur for change. The discussion revolves around the mounting debt, potential deflationary depression, and the Federal Reserve's role in preventing this outcome.







Irons raises apprehensions regarding the US as a declining empire. He points to signs of decay, such as flawed policies, immigration issues, and societal decadence. Irons expresses skepticism towards ongoing conflicts like Russia-Ukraine, believing prolonging war through substantial financial aid is irrational.







Chris vents about political discourse, particularly between politicians Pierre Polivere and Justin Trudeau, and discusses the potential dangers of weaponized justice systems and media demonization. He urges both sides to be mindful of these issues.







Chris and Tom explore the significance of understanding inflation's impact on purchasing power and propose a visual representation to help people grasp this concept. They emphasize that gold, with its fixed supply, can serve as a safeguard against purchasing power loss. While acknowledging Bitcoin's potential benefits, they caution about its risks compared to gold.







Finally, Chris shares his approach to maintaining peace of mind and happiness amidst global challenges: detach from negative news sources and focus on personal interests, accepting that one cannot fix all the world's problems. The conversation ends with a lighthearted taco shop recommendation leading to a heated albeit pointless debate on social media about meat in tacos.







Time Stamp References:0:00 - Introduction1:32 - Trends & Sentiment3:12 - Endgame & It's All Broken9:08 - Black Swan or Grey Rhino17:34 - War, Ukraine, & Democrats23:13 - Optimism Vs. Reality29:00 - Elections & Chaos38:10 - Questions, No Answers40:26 - Justice Weaponization51:00 - Important Visualizations57:00 - Finding Solutions1:01:09 - Perspective & Advice1:09:47 - Wrap Up







Talking Points From This Episode









* Chris discusses economic concerns, including a deeply flawed system and potential for significant change due to mounting debt and deflationary depression.







* Irons raises warning signs of a declining US empire: flawed policies, societal decadence, and political instability.







* Importance of detaching from negative news sources and focusing on personal interests for peace of mind amidst global challenges.









Guest Links:YouTube: https://www.youtube.com/channel/UCxUo55-0ScpOQNdug8FCzzA/videosPodcast: https://quoththeraven.podbean.comSubstack + Discount: https://quoththeraven.substack.com/subscribe?coupon=92245385Twitter: https://twitter.com/QTRResearch







Chris Irons is the host of The Quoth The Raven Podcast, a show dedicated to discussing Fringe Finance topics and exploring the boundaries of investment decisions. Irons has spent years reading the news and has developed a strong opinion on the mainstream media's ability to drive a narrative which serves the interests of a small minority. His focus is to provide content that is rarely found elsewhere and to curate content from people he respects. Irons is not afraid to challenge the mainstream narrative or succumb to it when it serves the collective best interests.







Chris is not providing investment advice and the content on The Quoth The Raven podcast/substack is not meant...

Tom welcomes back Matthew Pipenburg from Von Greyerz Gold Switzerland to discusses the economic climate. Matt emphasizes the importance of understanding historical context and separating facts from biases. He believes that common sense reveals issues in various markets, leading to a potential debt crisis causing inflation and currency destruction. Trust is also eroding, particularly in US Treasuries and the US dollar narrative. He advises preparing for these changes as they're already happening.







Matt discuss the comparison of current debt levels with those after World War II, acknowledging significant differences: America moving from a creditor to a debtor role. Raising interest rates to combat inflation is less effective when public debt reaches unprecedented levels. Central banks cannot export inflation like they used to, making such actions impossible without causing unpayable interest expenses. Alarming trends in bankruptcies, unemployment, and overvalued markets are evidence of economic instability due to unsustainable debt levels.







Matt also discusses the risks associated with junk bonds, including their inability to refinance at higher interest rates and potential defaults. High yield bonds offer little yield for significant risk. Private credit pools, which hold bad loans, are a major concern due to their lack of transparency and potential value distortion.







Central banks' shift towards gold as a savings instrument is discussed, with physical gold replacing U.S. Treasuries as a reserve asset. Central banks in the East have been net buyers of gold since 2014. Matt advises individuals to save in gold instead of the US dollar for long-term value preservation. Gold significantly outperforms various assets in relation to U.S. Treasuries, making it an attractive hedge against inflation and debt.







The conversation concludes with Matt emphasizing self-education, forming opinions on the current economic climate, and considering long-term investments in real assets and commodities, particularly physical gold as a hedge against inflation and debt.







Time Stamp References:0:00 - Introduction0:50 - Reality, Facts, & Trust6:10 - Hard Assets & Recency Bias12:43 - Debt & GDP Risks18:52 - Bonds & 'High' Yields23:25 - Mark To Market & Risk28:43 - Market Liquidity & Flow32:50 - New Currencies & BRICS42:14 - Dollar Trade & Metrics48:25 - Perception of Gold56:38 - Risky Assets & Yields1:02:25 - Optionality & Speculation1:06:58 - Miners & Other Plays?1:12:38 - Equity Risk & Value1:19:09 - Wrap Up







Talking Points From This Episode









* Historical debt levels reveal economic instability; prepare for potential crisis.







* Junk bonds present risks of refinancing and defaults.







* Gold emerges as an excellent savings instrument and hedge against inflation.









Guest LinksTwitter: https://twitter.com/GoldSwitzerlandWebsite: https://goldswitzerland.com/Articles: https://signalsmatter.com/Book (Amazon): https://tinyurl.com/pvpfmy8c







Matthew Piepenburg is a Partner of Von Greyerz and the author of the popular book, "Rigged to Fail". Matt is fluent in French, German, and English. He is a graduate of Brown (BA), Harvard (MA), and the University of Michigan (JD). His widely-respected reports on macro conditions and the changing behavior of risk assets are published regularly at SignalsMatter.com.

Tom welcomes back Danielle DiMartino Booth to the show to discuss de-dollarization and its implications for the US economy. Danielle argues that while concerns over countries moving away from the US dollar system have been ongoing for a long time, the US dollar remains dominant in global transactions due to its vast liquidity pool and lack of competition. She advises investors to diversify during financial crises instead of doubling down on dollars. The conversation touches upon the Federal Reserve's actions, with Danielle expressing concerns about potential policy errors regarding inflation and outdated data usage.







Danielle discusses employment statistics, mentioning that hard data from the Quarterly Census of Employment and Wages (QCEW) plays a significant role in revisions to non-farm payrolls and Gross Domestic Product (GDP). She expresses concern over the Fed's reliance on outdated data and potential late action. The conversation also covers concerns about risks for regional banks, rising bankruptcy rates, and imminent student loan delinquencies.







She also discusses signs of a potential recession, including slowdown in credit card spending, increasing charge offs, and decreasing employment levels. Despite some optimistic predictions, she express skepticism due to the weak economic foundation and the Fed's role in combatting inflation with varying opinions on its likelihood.







Time Stamp References:0:00 - Introduction0:45 - Dedollarization Trends2:47 - Global Dollar Trade5:49 - Reserves and Data8:57 - Fed & Global C.B. Cuts10:49 - Fed & 2024 Elections12:55 - Consumer 'Health'13:58 - Fed Revisions & Data Lag19:44 - Bankruptcies & Inflation23:44 - Problems Not Priced-In25:27 - Regional Banking Risk28:47 - Bigger Banks & Losses32:52 - Credit Card Spending34:52 - Deep Long Recession?37:40 - Fed - Hard Landing38:55 - Inflation Targeting41:09 - Wrap Up







Talking Points From This Episode









* The US dollar's dominance in global transactions is due to its vast liquidity pool and lack of competition.







* Investors are advised to diversify during financial crises instead of relying on dollars.







* Concerns over the Fed's policy errors, outdated data usage, and potential late action in addressing economic issues.









Guest Links:Twitter: https://twitter.com/DiMartinoBoothSubstack: https://dimartinobooth.substack.com/Website: https://quillintelligence.com/YouTube: https://www.youtube.com/c/DanielleDiMartinoBoothQI







Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm.







DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered, with the goal of not only guiding portfolio managers but promoting financial literacy. To build QI, she brought together a core team of investing veterans in analyzing the trends and providing critical analysis of what drives the markets.







Since its inception, commentary and data from DiMartino Booth's The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.







A global thought leader on monetary policy, economics, and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio...

Tom welcomes back Gareth Soloway, President, CEO & Chief Market Strategist for Verfied Investing. The conversation centers on the significant influence of the top six companies in the S&P and NASDAQ, which make up approximately 33% of these indexes, raising apprehensions for passive or specific investors. Soloway underscores potential risks associated with this overallocation, such as flash crashes or market declines, emphasizing the role of algorithms in exacerbating risk due to their massive investments and swift responses to market shifts.







Soloway also shares his concerns about various economic indicators signaling a weaker economy than suggested by broad indices. He mentions the transportation sector, Airbnb rentals, and commodities like copper and oil as examples of potential weaknesses that could impact consumer spending and tech giants like Amazon, Microsoft, Nvidia, and Apple. Copper and oil, often viewed as economic health indicators, have shown signs of potential downturns.







Soloway anticipates a return of inflation to 2% once the economy slows down, but warns of a quick rebound when the Federal Reserve starts cutting interest rates aggressively during an economic downturn. He fears this could lead to difficulties for the Fed in rescuing the economy as they have done in the past.







Central banks' responses to inflation are also discussed, with Soloway suggesting they can impact inflation through interest rates and quantitative tightening measures. The Federal Reserve is challenged to balance its dual mandate of price stability and maximum employment.







Gareth discusses potential consequences of high inflation, such as affecting consumer confidence and leading investors to shift from stocks to bonds. He also touches on rate effects on wealthy individuals and the growing US debt, which could impact future interest rate cuts and the possibility of a financial reset. Gareth believes that significant economic collapse could occur within the next five to ten years, possibly resulting in Central Bank Digital Currencies (CBDCs) implementation as a solution or band-aid fix for an already fragile economic situation. The conversation also covers challenges the Federal Reserve faces during elections and potential impacts of other central banks' rate cuts on the US economy. Lastly, Gareth raises concerns about financial institution risks due to asset-liability mismatches and potential massive losses, especially in commercial real estate.







Time Stamp References:0:00 - Introduction0:32 - Equity Concentration1:28 - Flash Crash Risks?2:27 - Trading Algos & Exits3:36 - Economy & Weakness4:14 - Transport ETF Chart5:09 - Russell 2000 Index5:45 - AirBnB Chart7:32 - Copper Chart9:18 - Crude Oil Chart10:23 - Inflation Thoughts12:28 - Rates, Demand, & Credit14:58 - The Debt End Game17:52 - The CBDC "Fix"?19:50 - Fed & 2024 Election Cycle21:44 - Foreign C.B. Rate Cuts22:28 - Market Risks & Banks26:33 - Gold/Silver Outlook30:18 - Palladium Chart32:33 - Wrap Up







Guest Links:Twitter: https://twitter.com/GarethSolowayWebsite: https://inthemoneystocks.com/Website: https://verifiedinvestingcrypto.comWebsite: https://verifiedinvestingeducation.comLinkedIn: https://www.linkedin.com/in/gareth-soloway-60827953/







Chief Market Strategist Gareth Soloway has been an avid swing and day trader since his days at Binghamton University, where he studied Economics. After college, Gareth quickly excelled as a financial adviser, but his heart was always in swing and day trading.