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The Secret To Surviving 2022 That Every Investor Should Know | Saxo Bank CIO (PT2) Dec 17, 2021

Show notes

In Part 1 of this interview, Saxo Bank Chief Investment Office Steen Jakobsen explained why Fed Chair Jerome Powell announced this week that -- to fight the inflation it has played a central role in creating -- the Federal Reserve will accelerate its tapering program and likely hike interest rates three times in 2022. Because the Fed will suddenly now pursue a more hawkish course than the markets have been accustomed to for the past decade, Steen predicts 2022 will be a much more volatile year for stocks, bonds and other financial assets than investors are used to. Here in Part 2, Steen reveals that "diversification" will the be secret to surviving the market turmoil that is likely to ensue. He then generously breaks down how his portfolio at Saxo is allocated for the road ahead in 2022. See the YouTube Video for the charts and graphics: https://youtu.be/VDGiGFhp92Q

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War On Inflation! New Fed Policy To Upend Everything Investors Know Predicts Saxo Bank CIO (PT1) Dec 16, 2021

Show notes

The Federal Reserve is finally declaring war on inflation. On Wednesday Dec 15, Fed Chair Jerome Powell announced that -- the fight the inflation it has played a central role in creating -- the Federal Reserve will accelerate its tapering program and likely hike interest rates 3x in 2022. That's a 180-degree reversal of the Fed’s rampant bubble-blowing policies to date. While markets are reacting favorably so far, can they continue to do so? The key drivers of asset prices over the past decade - $trillions in stimulus, buybacks funded by dirt-cheap debt and low inflation -- are all coming to an end. Which is why Steen Jakobsen, manager of $billions in client assets at Saxo Bank, predicts 2022 will be a much more volatile year than investors are used to. And we should listen to him, as one year ago on this program he boldly predicted we'd see a surge in both inflation and commodity prices in 2021 -- and boy, was he ever right. In this new interview, Steen shares his macro outlook and top predictions for 2022 (spoiler alert: he expects inflation to run even hotter next year...) See the YouTube Video for the charts and graphics: https://youtu.be/ozu2LPQLVRE

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Inflation “Going To Be A B!#ch” To Get Under Control, Analyst Warns | Wolf Richter Dec 14, 2021

Show notes

Inflation is really starting to bite. The latest Consumer Price Index -- or CPI -- was released last week, coming out at 6.8%, the highest inflation rate the US has seen in 40 years. Households pinched by these higher prices are asking: When will this stop? Not anytime soon, says macro analyst Wolf Richter, who just issued a report warning that getting inflation under control from here will be a difficult and lengthy process -- especially as the process is being managed by "the most reckless Fed ever". The Federal Reserve, whose policies created today's runaway prices, is now suddenly scrambling to put the inflation genie back into the bottle. It's accelerating it taper plans and now loudly talking of hiking rates, perhaps as soon as summer 2022. This kind of monetary tightening in today's world, of course, threatens to crater asset prices and plunge the economy into recession. Can the Fed somehow avoid that outcome? Time will tell. But as Wolf predicts, the effort and complexity involved in trying to get today's inflation under control will undoubtedly "be a b!#ch". See the YouTube Video for the charts and graphics: https://youtu.be/wY_lIuJDzM0

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Grant Williams: Don't Ignore These Smart Money Moves To Take In 2022! Investing Rules Have Changed (PT2) Dec 10, 2021

Show notes

In Part 1 of our interview with Grant, he explained why the strategies that have worked so well for investors over the past decade are no longer going to work - due to rising inflation, record asset prices, increasing volatility and the Federal Reserve taper reducing liquidity. Here in Part 2, Grant details out the need for investors to prioritize risk control, income, diversification and returning to active portfolio management. The biggest question for today's investor is: "Whom do I want to have managing my money?" Because Grant predicts that the professionals who have been successful at making money over the past decade will very likely NOT be the right guides to steward capital well over the coming years. See the YouTube Video for the charts and graphics: https://youtu.be/EnBO10adtqY

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Grant Williams: 2022 Will Be A 'Bizarro World' For Investors As High Inflation Changes Everything (PT1) Dec 09, 2021

Show notes

We’ve lived in a low inflation world for the past 40 years. But with inflation now raging, how will that change the investing climate going forward? Here in December investors are starting to look ahead to next year, wondering what's most likely to happen in 2022. Raging inflation, the sudden rise of volatility in the financial markets and the current media headlines screaming about the newest COVID virus variant suggest the year may have a rocky start. Which could be further impacted by the expected marked reduction in both monetary and fiscal stimulus in the US. So, to understand where the puck is likely headed in 2022, we're bringing in the big guns and welcoming Grant Williams -- portfolio advisor, commentator and co-founder of RealVision - onto the program. Grant is hands-down one of the absolute best macro analysts in the business. See the YouTube Video for the charts and graphics: https://youtu.be/rS1iKEsILIw

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'Feudal' Wealth Inequality Created By Central Banks Is Ruining The World | Sven Henrich (PT3) Dec 07, 2021

Show notes

Last week, we sent you both Part 1 and Part 2 of our interview with technical analyst Sven Henrich. Sven began by first making the macro case that markets are at their most over-valued levels in all of history. He then dialed through a bevy of charts explaining how technical analysis is showing that market internals are swiftly eroding. Now here in Part 3, Sven directs his full firepower at the Federal Reserve and other major world central banks, warning that their current policies are fracturing society via a degree of wealth inequality not seen since feudal times. See the YouTube Video for the charts and graphics: https://youtu.be/taEx5qlABuk

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Stocks Could Fall Sharply In 2022 Warns Latest Technical Data and Volatility Indicators | Sven Henrich (PT2) Dec 03, 2021

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Here, Sven walks through the latest charts and key patterns he sees with the VIX (the volatility index) and the major stock market indices: the SP500, the Dow, the NASDAQ and the Russell 2000. He is very concerned that they have reached record heights of (over)valuation in large part due to the tens of $trillions in monetary and fiscal stimulus issued around the world lately, which now appears will be substantially reduced (by the US Federal Reserve, at least) in 2022. In addition to that, he sees just a few massive stocks (Apple, Amazon, Google, Facebook, Microsoft, etc) as responsible for driving the overall market now. Many other stocks are faring poorly, showing that underneath the overall index prices, the internals of the markets are poor and worsening. See the YouTube Video for the charts and graphics: https://youtu.be/0leifzMYtfE

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Markets Are At Record Risk Levels, Technical Analysis Reveals - Proceed with Caution | Sven Henrich (PT1) Dec 01, 2021

Show notes

In attempt to determine what the markets will do from here, we usually analyze the big macro trends on this program. The macro view helps us estimate what "should" happen next. But to improve our overall understanding, we also need to take into account what "is" happening right now. And what history tells us has happened in the past, when similar set-ups occurred. And for that perspective, we turn to Technical Analysis -- the charts, patterns and statistical data that help us visualize and comparatively assess price action. Today we're extremely fortunate to be joined by one of the best technical analysts in the business today, Sven Henrich. Sven runs NorthmanTrader.com, where he publishes a prodigious amount of highly respected daily analysis and commentary on market prices. See the YouTube Video for the charts and graphics: https://youtu.be/iKzGtI6Rljc

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The Great Rotation: Capital To Dump High-Flying Stocks For Hard Assets | Crescat Capital (PT1) Nov 19, 2021

Show notes

Inflation is becoming a real problem. The latest data shows the CPI, consumer price inflation rate, at 6.2%. That's higher than anything we've seen in decades and it is looking less and less "transitory" like our leaders initially promised us it would be. So we now have inflation spiking at the same time that financial asset prices and the stock market are at all-time-highs. What will happen next? In this video, we hear from Kevin Smith and Tavi Costa, the Chief Investment Officer and the Portfolio Manager of Crescat Capital, a global macro asset management firm highly respected for the market analysis and excellent data chart it publishes regularly. See the YouTube Video for the charts and graphics: https://youtu.be/tlhjg1bJ01Y

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Gold Is Set To Explode Higher and Silver Is Most Under-priced Metal On Earth | Crescat Capital (PT2) Nov 19, 2021

Show notes

Here in Part 2, Kevin Smith and Tavi Costa of Crescat Capital make the very compelling case that gold, silver and the precious metals mining companies are poises for tremendous upside ahead, as part of the Great Rotation they see coming. If you've not yet watched Part 1 of our interview with Kevin and Tavi, in which they explain why rising inflation will lead to higher interest rates that will in turn drive capital out of today's high-flying stocks and into hard assets and commodities, you can watch it at https://youtu.be/tlhjg1bJ01Y See the YouTube Video for the charts and graphics: https://youtu.be/qHOtLWn6Mb8

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