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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.

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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.

 

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Continuing And Increasing Global Instability

21 Minutes - AUDIO ONLY

Audio Interview session by Kerry Lutz of the FINANCIAL SURVIVAL NETWORK.

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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.

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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

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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.

 

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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.

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