REGULAR MACRO EXPERTS
John Rubino
DollarCollapse.com
Charles Hugh Smith
OfTwoMinds.com
Ty Andros
Traderview.com, Tedbits.com
GoldenPhi, Trigger$
RECENT GUESTS INCLUDED:
Catherine Austin Fitts, Bert Dohmen, David Chapman, Bill Laggner, F. William Engdahl, Lance Roberts, Richard Duncan, Michael Snyder, John Williams, Rich Davies AND MORE...
|

FREE PASSWORD ACCESS REQUIRED
Sign up for FREE Password Access |
|
CHECK OUT: The GordonTLong.com YouTube Channel NOW OPEN
(NOTE: YouTube releases are select, abbreviated & delayed versions of the full releases below)
CHECK OUT OUR ONE PAGE LIBRARY OF ALL MACRO ANALYTICS PRESENTATIONS
|
|
|
AUDIO ARCHIVES |

ROUND TABLE
Saturday
June 29th
2013
THE COMING CHINA CRISIS

Bert Dohmen

Ty Andros
|
ROUND TABLE:
Regular Co-Host: Ty Andros , President, Traderview, Author & Publisher ofTedbits Web Site & Newsletter
Special Guest: Bert Dohmen , is president and founder of Dohmen Capital Research Institute, Inc.(DCRI). He has achieved an international reputation for his expertise in forecasting the major investment markets, interest rates, and economic trends.
OPEN ACCESS
THE COMING CHINA CRISIS
with BERT DOHMEN
& Regular Co-Host TY ANDROS
35 Minutes, 43 Slides

BERT DOHMEN is president and founder of Dohmen Capital Research Institute, Inc.(DCRI). He has achieved an international reputation for his expertise in forecasting the major investment markets, interest rates, and economic trends. Since called this 2007 Financial Crisis in "Prelude to Meltdown", he has now focused on what he sees to be the next looming event. His book "The Coming China Crisis" lays bare what the future entails for China.
With 43 supporting slides, Bert Dohmen, Ty Andros and Gordon T Long discuss what their individual research is telling them and how to take advantage of it.
- The massive Chinese Real Estate Bubble has now burst,
- The ineffectively regulated $10T Shadow Banking System has become uncontrollable by the PBOC without draconian actions and consequences,
- Inflation and limited investment alternatives have forced investors into a crowded Real Estate market, and now into Wealth Management Products. Both have the potential to de-stabilize the Chinese banking industry,
- Addicted to Foreign Direct Investment Capital, it has now slowed significantly for the first time since the 2008 crisis,
- Economic export growth, as measured by the PMI, hovers near contraction as the EU recession worsens, the US GDP falls and Emerging Markets see capital flight, weakening currencies and rising rates.
- The dramatic Chinese increase in Gold buying is suggesting that the Chinese anticipate serious problems ahead for global fiat currency regimes and are aggressively positioning themselves while time lasts.
The overall Chinese picture is much more serious than most economic pundits appreciate. With the recent increase in global financial volatility, there is a possibility this may be the catalyst to an already very fragile situation, which triggers a Chinese Crisis.
 |
|
We Welcome Your
Questions and Comments!
Pose questions for future Q&A with our co-hosts
Tell us what you like/don't like/want more of
Open the slide presentation to the left
and post your comments/questions below it.
|
AUDIO ONLY - choose an alternate listening
method...
Please report any
problems
click
here and describe what happened
|

AUDIO ONLY
CONTINUING & INCREASING GLOBAL INSTABILITY |
Continuing And Increasing Global Instability
21 Minutes - AUDIO ONLY
Audio Interview session by Kerry Lutz of the FINANCIAL SURVIVAL NETWORK.


AUDIO ONLY - choose an alternate listening
method...
Please report any
problems
click
here and describe what happened
|

ROUND TABLE
Saturday
June 15th
2013
GOLD & SILVER

Catherine Austin Fitts

Ty Andros
|
ROUND TABLE:
Regular Co-Host: Ty Andros , President, Traderview, Author & Publisher ofTedbits Web Site & Newsletter
Special Guest: David Chapman , Canadian Investment Advisor, recognized author and well know Gold authoirty.
OPEN ACCESS
GOLD & SILVER
with DAVID CHAPMAN
& Regular Co-Host TY ANDROS
50 Minutes, 46 Slides

DAVID CHAPMAN is a well recognized Canadian author and gold authority who has been following the gold markets for years. In this wide ranging 50 minute discussion (46 supporting slides) David along with Ty Andros and Gordon T Long discuss the current Gold & Silver markets in the context of Gold Cycles, the Macroeconomic backdrop and the blatant market manipulation of the 'paper gold' markets.
“If the Fed can’t print money they can’t buy the bonds to keep the banks solvent, and buy the bonds to keep the Treasury operating. The rising gold price is a threat to that. So the Fed is taking desperate action against gold.”
Paul Craig Roberts
Though the round table members are all extremely bullish on Gold the technical charts are sending disturbing pictures which Ty Andros outlines is the result of calculated 'painting of the tape' by the powers who must protect themselves from a serious physical gold shortage. He is skeptical they will prevail as 'mother nature' always wins out.
The Gold Cycle supports his conclusion
GOLD CYCLES
LONG TERM CYCLES
- Dewey & Dakin (54 Year Commodity Cycle)
- Kondratieff Wave (54-60 year Supercycle)
SHORTER CYCLES
- 8.5 Year Gold Cycle
- 34 Month Gold Cycle
- 9 Year Silver Cycle

 |
|
We Welcome Your
Questions and Comments!
Pose questions for future Q&A with our co-hosts
Tell us what you like/don't like/want more of
Open the slide presentation to the left
and post your comments/questions below it.
|
AUDIO ONLY - choose an alternate listening
method...
Please report any
problems
click
here and describe what happened
|

Saturday
June 8th
2013
UNSOUND MONEY Inevitably Means A CORRUPT SOCIETY

|
SPECIAL GUEST HOST: JOHN RUBINO, Author & Publisher of DollarCollapse.com
UNSOUND MONEY Inevitably Means
A CORRUPT SOCIETY
34 Minutes, 34 Slides

If there is one consistent theme we can learn from economic history, it is that Unsound Money inevitably leads to a Corrupt Society. It is both predictable and unavoidable. Since August 1971 when the US adopted an unbacked fiat currency regime and thereby launched itself unto the well trodden path of unsound money, the US has steadily witnessed debt soar while societal malfeasance has equally accelerated.
The measurement of consumer inflation which traditionally reflected (prior to 1980) assessing the cost of maintaining a constant standard of living (as measured by a fixed-basket of goods) has been reconfigured to understate the real rate of inflation via:
- HEDONIC Quality Modeling – lower prices to account for quality improvements.
- SUBSTITUTION – replace rising components with less expensive alternatives.
- GEOMETRIC WEIGHTING – give less weight to rising components.
- IMPUTATION - i.e. Homeowners’ Equivalent Rent. Cost of housing used to be tied to home prices, but 1983 was switched to an estimate of what homeowners would have to pay to rent their homes, adjusted hedonically for quality improvements. Result: massive under reporting of inflation during the housing bubble.
These devious manipulations have lead to misrepresented measurements of inflation and growth.
Which...
- No longer measures the cost of maintaining a constant standard of living.
- No longer measures full inflation for out-of-pocket expenditures.
Lowers the cost of living adjustments to Social Security.
- Creates the false impression of a recovery in GDP (when deflated with the true inflation number, US growth has been flat or negative since 2009.)
THE UNAVOIDABLE RESULT:
- A disconnect between what the government is telling us about our cost of maintaining our current lifestyle and our first hand experience,
- A growing suspicion that we’re being systematically deceived and exploited,
- A building and economically crippling "Crisis of Trust".
- A narrowing "Horizon of Trust".
- A Dishonest and Corruptible Society.
 |
|
We Welcome Your
Questions and Comments!
Pose questions for future Q&A with our co-hosts
Tell us what you like/don't like/want more of
Open the slide presentation to the left
and post your comments/questions below it. |
AUDIO ONLY - choose an alternate listening
method...
Please report any
problems
click
here and describe what happened |

Saturday
June 1st
2013
TRANSITION: Capital Constrained to Innovation Driven

|
SPECIAL GUEST HOST: CHARLES HUGH SMITH , Author & Publisher of OfTwoMinds.com
America No Longer Innovative Driven
With Charles Hugh Smith & Gordon T Long
29 Minutes, 25 Slides

The Post-Capitalist Society, as outlined by the renowned Management consultant Peter Drucker, was about the transition from an era of capital constraints to that of a Knowledge Society. A society where Innovation would become the driver of economic success.
This should be the age of a new American renaissance, as few have ever come close to matching the USA for innovation in almost any field of endeavor. Something however went wrong and the US is no longer the innovator it once was.
What happened?
The short answer is a failing education model, inadequate skill levels, personal debt levels and misguided career expectations. These issues and more are discussed in the context of the globally changing Nature of Work.

With "Time" as the new competitive dimension, the business mandate is now:
- RAPID Innovation and Product Development,
- Shorter Product Life Cycles,
- Accepted heightened Product Life Cycle RISK,
- Immediate Access to New and Changing Skills to Innovate
It means that the new organization models, such as the "Microsoft" and Neural" Models, are now in play but as in other areas, America is quickly falling behind. The irony is that the Innovation for these models was incubated in the US but changing cultural values, government dependency and pervasive personal debt levels has left America unable to capitalize.
American corporations frustratingly find themselves unable to hire the qualified people they need to rapidly innovate at home. Meanwhile, an obsolete American public education system is focused on other priorities.

The reality is that:
INNOVATION MEANS
- WILLINGNESS to Take RISK,
- The Financial ABILITY to Survive Failure
- The Willingness to Sustain a LOW STANDARD OF LIVING while taking the RISK
With 25 charts Charles Hugh Smith and Gordon T Long discuss the changing fabric of work today and show how few Americans are any longer willing, capable or sufficiently skilled to do the"heavy lifting" DEMANDED for globally competitive innovation.
As in the the Roman Empire the public is more interested in public sports spectacles and leisure pursuits, preferring to leave the 'work' to others.
VIDEO VERSION
 |
|
We Welcome Your
Questions and Comments!
Pose questions for future Q&A with our co-hosts
Tell us what you like/don't like/want more of
Open the slide presentation to the left
and post your comments/questions below it. |
AUDIO VERSION
Choose an alternate listening method...
Please report any problems
click here and describe what happened
|
|
|
TO TOP |
AUDIO ARCHIVES |
AUDIO
ARCHIVES
|
Go
To Archives
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FAIR USE NOTICE This site contains
copyrighted material the use of which has not always been specifically
authorized by the copyright owner. We are making such material available in
our efforts to advance understanding of environmental, political, human
rights, economic, democracy, scientific, and social justice issues, etc. We
believe this constitutes a 'fair use' of any such copyrighted material as
provided for in section 107 of the US Copyright Law. In accordance with
Title 17 U.S.C. Section 107, the material on this site is distributed
without profit to those who have expressed a prior interest in receiving the
included information for research and educational purposes.
If you wish to use
copyrighted material from this site for purposes of your own that go beyond
'fair use', you must obtain permission from the copyright owner.
DISCLOSURE Gordon T Long is not a registered advisor and does not give investment advice. His comments are an expression of opinion only and should not be construed in any manner whatsoever as recommendations to buy or sell a stock, option, future, bond, commodity or any other financial instrument at any time. While he believes his statements to be true, they always depend on the reliability of his own credible sources. Of course, he recommends that you consult with a qualified investment advisor, one licensed by appropriate regulatory agencies in your legal jurisdiction, before making any investment decisions, and barring that, we encourage you confirm the facts on your own before making important investment commitments.
COPYRIGHT © Copyright 2010-2011 Gordon T Long. The information herein was obtained from sources which Mr. Long believes reliable, but he does not guarantee its accuracy. None of the information, advertisements, website links, or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. Please note that Mr. Long may already have invested or may from time to time invest in securities that are recommended or otherwise covered on this website. Mr. Long does not intend to disclose the extent of any current holdings or future transactions with respect to any particular security. You should consider this possibility before investing in any security based upon statements and information contained in any report, post, comment or recommendation you receive from him.
| |