Post by 3bid on Dec 26, 2019 5:43:41 GMT -5
Keiser Report: Capitalism Without Capital
Published on Jan 14, 2020
In this episode of Keiser Report, Max and Stacy look at an article from John Authers which basically concurs with Max’s long held thesis that ‘you can’t have capitalism without capital.’ In Authers’ piece, he notes that 40% of the S&P500 are companies with negative tangible book value. In the second half, Max talks to Tone Vays of Unconfiscatable.com about his reservations about the bitcoin bull market, believing a big pullback is still in the cards before prices can aim for a new all-time high.
Keiser Report: Permanent War, Permanent Repo
Published on Jan 11, 2020
In this episode of Keiser Report, Max and Stacy look at the latest phase of permanent war and how bitcoin, gold, and oil markets responded to the assassination of General Soleimani. They also look at the US central bank seeking ways to make their latest interventions in the repo markets a permanent fixture for bankers.
In the second half, Max talks to Michael Pento of PentoPort.com about his case for gold. Though being not someone who considers himself a ‘goldbug,’ Pento believes there are many things the central banks and governments are doing that warrant a long position in the yellow metal.
Keiser Report: Vietnam for a ‘Decent Standard of Living’
Published on Jan 9, 2020
In this episode of Keiser Report, Max and Stacy look at the irony of US veterans of the Vietnam War retiring to Vietnam, where they can afford a better standard of living, including healthcare. They also discuss the ‘three truths’ that the Democrats need to accept about 2016 in order to win in 2020.
In the second half, Max continues his interview with Mitch Feierstein of PlanetPonzi.com about the euphoria in the markets. They discuss gold, what Japan’s economy can tell us about the US zombie future and what his predictions are for the 2020 election.
Keiser Report: Stock Markets Party Like It’s 1999
Published on Jan 7, 2020
Continuing with their look back on 2019 and their look forward to 2020, Max and Stacy look at the year end charts from 2019 as the NASDAQ (up nearly 40%) parties like it’s 1999 when the index closed up 85%. Could 2020 achieve even higher returns? The massive end of year rally in the stock markets matched the Fed’s v-shaped recovery in its balance sheet which ballooned by over a hundred billion per month in the last four months of the year. Should anyone fight the Fed? Or ride their free money helicopter to ever higher highs? In the second half, Max talks to Mitch Feierstein of PlanetPonzi.com about the euphoria in the markets. How long it might last, how big the Fed’s balance sheet might grow. Mitch admits that he had called 2019 wrongly because he looked at fundamentals rather than at the willingness of the Fed to print money with such enthusiasm. How long it may continue is anyone's guess, but the higher the bubble goes, the bigger will be the eventual fall.
Keiser Report: The Beginning of the End of Super Imperialism in 2020?
Published on Jan 2, 2020
Continuing with their New Year’s Eve celebrations, the Keiser Report is joined by Dr Michael Hudson, author of Super Imperialism: The Origin and Fundamentals of US World Dominance. Will 2020 see further decline in that super imperialism about which he first wrote all those decades ago? They discuss this and then turn to the upcoming elections in the US and whether or not he believes the stock market numbers will aid Trump. Finally, the discussion takes in Hudson’s views on uprisings globally and whether they herald the end of the age of neoliberalism.
Keiser Report: 2020 predictions
31 Dec, 2019
In this last episode of the Keiser Report for 2019, Max and Stacy are going to make some predictions for 2020. It could be a year of GIABO: will we see pitchforks and billionaire taxes? And QE and interest rates – will they go negative this year despite booming markets and joy of the top one percent? Also, as Mark Carney said in 2019, ‘the dollar’s days are numbered.’ Will the US dollar keep its position as a settlement layer? Another really interesting question for a prediction is whether or not Trump will be re-elected. And as the tech unicorns start to blow-up, like WeWork and SoftBank, is that going to go away, or is Elon Musk going to take us to Mars, so we’ll all be saved?
In the second half, Max shares all the predictions with Gerald Celente, the best prognostic guy in Kingston, NY.
Keiser Report: A very Keiser Christmas
Published on Dec 24, 2019
In this episode of the Keiser Report from Buenos Aires, Max and Stacy celebrate Christmas Eve with a look back at the biggest stories and trends of 2019. Deglobalization and Deglobalization roared ahead in the year as central banks started stockpiling and repatriating gold. It was also a year that was almost the opposite of 2018 in that going long almost anything performed well: from stocks to bonds to commodities. They also discuss the end of year ‘repo-shock’ as 2020 looks set for yet another turn in the roller coaster of a global financial system saturated with debt. They also look at the ‘geo-economics’ of deglobalization as the US retreats and China advances and at the GIABO of uprisings against the turmoil accompanying this transition.