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Wale is the former co-chair of Seattle DSA and member of AFROSOC. They talk with us about founding a tenant organizing collective and how organizing around housing strengthens organizing throughout chapters and organizing with AFROSOC.0:00 - Introduction0:16- Tenant Organizing Collective 2:13- Parallels between Tenant and Workplace Organizing4:10- How to Organize Tenants11:30- Preparing for Landlord Tactics 20:00- Founding an AFROSOC chapters27:17- Benefits of a local AFROSOC chapter32:00- Closing https://seattledsa.org/https://www.dsausa.org/working-groups/afrosocialists-and-socialists-of-color-caucus/
Tom welcomes returning guest Justin Huhn to the program to talk about everything uranium related. Justin discusses the very long base that has been built for uranium and why recent moves in uranium equities are a good sign. There has been a supply shortfall for a couple of years since MacArthur River was shut down, and this year Covid has exacerbated that situation. The bulk of secondary supply comes from underfeeding in the enrichment process when there is excess capacity. This supply will slowly diminish once primary demand increases. This rally is different since it's based on sentiment instead of seasonal factors or just mine closures. Institutional money is now catching wind of the sector. Justin discusses how a recent report has garnered the attention of both these institutions and investors. He discusses why the Cigar Lake Mine shut down and how much longer he expects this to continue. There are around 175 million pounds of uranium consumed globally and typically 150 million pounds of supply. This shortfall in recent years has been made up for by secondary supply. Utilities have yet to buy much, but eventually, they will enter into long-term contracts. Justin outlines the numbers of reactors that are being built and when they should come online. He says, "Nuclear is expected to be an ongoing growth industry." He discusses the different ways to invest in uranium and what he looks for within the uranium space. The URNM ETF may be a good way for investors to gain exposure to the sector. He expects 2021 to be an excellent year for uranium. Time Stamp References:0:00 - Introduction0:32 - Watch This Boiling Pot1:30 - Supply-Side Fundamentals3:35 - Secondary Supply5:07 - The Current Rally10:55 - Supply Deficit Numbers15:54 - Mine Development18:45 - Green Agenda & Nuclear21:15 - Investing in Uranium24:20 - URNM ETF Chart26:03 - Forecast For 202130:36 - Existing Mines & Demand32:45 - US Policy on Uranium38:06 - Market Top Signs39:50 - Wrap-Up Talking Points From This Episode Uranium Rally and ProductionMine Shutdowns and Supply.Future Mines and ETF's Guest Links:Website: https://www.uraniuminsider.com/Newsletter: https://www.uraniuminsider.com/newsletterTwitter: https://twitter.com/UraniumInsider Justin is the Founder and Publisher of the Uranium Insider Pro Newsletter. Through the combination of rigorous fundamental analysis and Justin's thorough understanding of technical analysis, determinations are made for select companies to be included on Uranium Insider Pro's "Focus List," as well as the most opportune times for entry or exit. Justin is frequently asked to offer his commentary on various media forums, including Crux Investor, Smith Weekly, Palisades Radio, Mining Stock Education, and Mining Stock Daily. He also regularly participates in the post-earnings commentary that are broadcast immediately after industry majors release quarterly earnings. Justin is devoted to bringing value to those that are taking their first look at the uranium sector. Until July 2020, he distributed a complimentary newsletter as an educational tool to those investors seeking to familiarize themselves with the complexities and opportunities offered by the uranium sector and the uranium shares. Regrettably, the Uranium Insider Pro subscription letter's subscriber growth and breadth no longer allow him to provide this tool.
Tom welcomes a new guest Charles Goyette to the show. Charles is an author and well known radio personality. Charles outlines what may make this the last gold rush. There is something different about this bull market, and that is what he has written about in his latest book. Bull markets are generally driven by money printing, but today this is unprecedented and global. He discusses much of the history of gold ownership in the United States and why today's dollar is fragile. The U.S. Government has massively overspent that much of the world is pushing back. The U.S. grows weaker because the might of the U.S. comes from it's economic strength, which is in decline. He explains the Federal Reserve System's beginnings and why it's name was an ingenious marketing ploy. They didn't dare call it a central bank, but it instead encouraged the notion of central reserves to provide stability and liquidity. Last March, the Fed announced that the reserve requirements of banks were being abolished. The rapid move toward a global digital currency standard is being driven by the need to eliminate cash. Since governments and central banks know they are moving into a period of negative interest rates, they want to charge the consumer while also monitoring and controlling their spending habits. Charles discusses some of the more crazy aspects of Modern Monetary Theory and their belief they can print money without consequence. Before Covid, introducing MMT would have been very difficult, but now, this is no longer an issue with massive fiscal spending. The government is always trying to inflate, and their motivations are many. The market senses these bubbles and tries to deflate them to some norm. Thus the popping of the bubbles is deflation, and the pumping up is inflation. The impact of all the business closings this year and job losses have yet to be fully felt as they rebound throughout the economy. He says, "They will print money until the economy collapses… We're in an end-game event for the dollar." Time Stamp References:0:00 - Introduction0:49 - The Last Gold Rush4:18 - Accelerant Factors8:30 - Gold and Central Banks9:53 - Reserves and Fed's Purpose13:57 - Moving to a Digital Dollar18:56 - Modern Monetary Theory24:34 - Flationary Forces Outcome28:50 - Profiting From Collapse34:34 - Overview of his books39:25 - Politics & Monetary Policy Talking Points From This Episode The Last Gold RushAccelerating Gold Bull TrendsCentral Bank OperationsDigital currencies and eliminating cash.How encumbered is America's gold? Guest Links:Website: http://charlesgoyette.comThe Dollar Meltdown: https://tinyurl.com/yytr33afRed and Blue Broke All Over: https://tinyurl.com/y342ja2gLast Gold Rush: https://tinyurl.com/yykspjgb New York Times bestselling author and radio personality Charles Goyette, known for his outspoken libertarian views and his economic commentary, has been described as a fearless champion of liberty, peace, and prosperity. Charles and former presidential candidate and Congressman Ron Paul join forces on the nationally syndicated radio commentary Ron Paul's America, heard twice daily on 125 radio stations. Charles also hosts Ron Paul – The Weekly Podcast, a sponsored, long-form discussion podcast. Charles is the author of the New York Times bestseller "The Dollar Meltdown: Surviving the Impending Currency Crisis with Gold, Oil, and Other Unconventional Investments." His latest book is "Red and Blue and Broke All Over: Restoring America's Free Economy." Goyette spent many years as an award-winning and popular Phoenix radio personality. Because of his insistence on holding all politicians regardless of party accountable to the same strict standards, Charles was widely known as "America's Most Independent Talk Show Host." He was voted Best Phoenix Talk Show Host in the New Times by listeners who couldn't get enough of his "Fearless Talk Radio." Charles has also been a participant in the national...
Tom welcomes a returning guest to the show Steve Thomas. Steve is the author of the Gold Mining Bull Portfolio on Seeking Alpha. Steve discusses the slow decline in gold and how sentiment had reached a new low when Bitcoin tested its all-time high. These times are buying opportunities. Gold tends to bounce off its 200-day moving average as it did back in March. Steve likes to watch the MACD and the CCI (Commodity Chanel Indicator), which currently show that momentum is coming back in gold's favor. More likely than not, we have seen the bottom. Steve points out that in December, there is often tax-loss selling for equities. Seasonally it's not great for gold, but that makes it an excellent time to buy gold stocks. Even after all the negativity, gold remains up twenty percent this year. It's doing that despite very low jewelry demand and while central bank purchases of gold have declined. Next year both of these factors should improve. He discusses the size requirements for companies to be listed in the GDX and GDXJ. GDXJ does not have any junior mining companies with a sub-500 million market cap. Therefore, if you're careful, you can easily outperform these basic indexes if you are selective on the stocks you choose. He likes to track insider activity and ownership of companies. You want to see management to have skin in the game. Insiders are typically good timers of the markets, and he gives some tips for when to exit a position. Steve lists some specific companies that he believes are good opportunities. This year would probably have been better for M&A, but due to Covid, a lot of plans have been delayed. He expects gold to continue to go up by 10% per year on average as it has done since 2000. That would take us over 3000 an ounce within five years. Time Stamp References:0:00 - Introduction0:54 - Gold Update2:10 - Chart Technicals3:52 - CCI, RSI & Chart5:44 - December Seasonality6:50 - Gold Demand8:50 - Strategies for Miners12:20 - M&A Targets14:41 - Insider Buying17:47 - Taking Profits19:00 - Stock Picks23:42 - Developer Pick29:06 - Explorer Pick31:03 - 2021 Outlook32:44 - Leverage with Miners Talking Points From This Episode Golds Performance and SentimentSeasonality of GoldJuniors and ManagementThree Mining Equity Picks Guest Links:Blog/Subscribe: https://seekingalpha.com/author/gold-mining-bull/instablogsTwitter: https://twitter.com/GoldMiningBull Tickers:Kirkland Lake Gold (KL)Kore Mining (Kore.V)Labrador Gold Corp (NKOSF) Steve Thomas is a private investor with 10+ years of experience investing in commodities and hard assets, mainly gold & silver miners, royalty and streaming companies, pure exploration companies, as well as oil and gas producers and MLPs.
With the #Daredevil moratorium officially behind us, team members Sam and Phyllis answer a frequently asked question from #SaveDaredevil's trending event: If the rights for Daredevil are back with Marvel and Disney, why is Daredevil still available on Netflix? We discuss what rights Netflix have over the Marvel TV shows, and what their future potentially looks like outside of Netflix. This is a bonus mini episode originally published for our YouTube channel - we hope you enjoy listening and rest assured, #TalkDaredevil will be back with more new episodes after the holidays!Timestamps:0:00 - Introduction0:53 - Does Netflix own Marvel's Daredevil?2:50 - Why is Daredevil still available on Netflix?5:23 - When will Daredevil leave Netflix?6:45 - ConclusionHave other questions or potential rumors you’d like to hear us discuss? Reach out on social media, or send us an email at contact@savedaredevil.com. If you enjoy what you hear, don't forget to subscribe!--To learn more about our campaign and what we're doing to help Save Daredevil, visit our website or follow us on social media!Timeline of the #SaveDaredevil campaign#SaveDaredevil Petition#SaveDaredevil IG#SaveDaredevil Twitter (@RenewDaredevil)#SaveDaredevil FB#SaveDaredevil YouTube Channel
Bianca is the founder of Afrosocialists and Socialists of Color Caucus and organizer with NYC DSA. She talks with us about her background as a labor organizer, history with the DSA, how to build solidarity with coalition partners, and the role of DSA in antiracist organizing coalitions. (Note: this episode was recorded shortly after the George Floyd uprisings.)0:00 - Introduction0:30- Getting Involved in Labor Organizing 6:40- Organizing One to Ones8:30- Organizing Multiple Stores11:20- Setting up the Organizing Committee15:05- Dealing with the Fear of Retaliation 17:23- Bianca’s DSA History25:30- Building Solidarity 33:00- Role of DSA in antiracist organizing 37:31- Closing https://www.dsausa.org/working-groups/afrosocialists-and-socialists-of-color-caucus/https://www.socialists.nyc/
Do you set yourself monthly goals and if so, how many do you set? Juan and I on the first Thursday of every month go over our progress from the previous month and where we are heading for the next. Emphasis as always is on the shortcomings, what we didn't achieve in the previous month's goals and how we will fix that for the month that comes. We hope you get some value from this series, showcasing our own methodology. What do you do differently and why? Let us know in the comments, Mere Mortals out!Timeline:0:00 - Introduction0:59 - Kyrin's November recap8:26 - Juan's November recap9:40 - December goals25:48 - Fitness challenge27:25 - Suit giveaway and solar-powered fan hats28:56 - Let us know what you thinkAbout Mere Mortals:Striving for excellence through life's lessons. Daily uploads @ 5pm AEST. 4M's, Book Reviews, Musings, Bonus, Themed Podcast, Conversations & Meanderings.Connect with Mere Mortals:Instagram: https://www.instagram.com/mere_mortals_media/
John Lynskey is a Results Coach whose aim is to help people transform their lives through Laws Of Attraction & Subconscious Programming. John's path to coaching began when he was still in school and received advice from his Dad on how to use visualisation to help achieve better grades to get into university. When combining this with setting an intent and clarifying his purpose he realised this tool set could be used to help motivate others into beneficial action.In this conversation Juan and John also touch upon: how to seek out the knowledge that will let you actively improve your life, the need to hold your identity loosely to give the space to change and adapt, actually taking motivation and transforming it into useful actions in the real world, some examples of how John has helped his clients, the law of attraction and John morning affirmations/rituals as well as the benefits of prioritising, reflecting and knowing when you do need help. A super upbeat/positive conversation that we hope can help to make your life better. As always, Mere Mortals out!Timeline:0:00 - Introduction0:45 - John's Mere Mortal Moment2:12 - Coaching background5:30 - Gaining knowledge to consciously improve9:13 - Identity and switching professions13:55 - Transferring motivation to action17:42 - Real life examples of changing your identity26:00 - The law of attraction32:45 - John's daily rituals36:33 - Prioritising and reflecting42:57 - The coach's coach44:47 - Connect with John and final thoughtsConnect with John:Facebook: https://www.facebook.com/john.lynskey.98Instagram: https://www.instagram.com/jlynskey_/About Mere Mortals:Striving for excellence through life's lessons. Daily uploads @ 5pm AEST. 4M's, Book Reviews, Musings, Bonus, Themed Podcast, Conversations & Meanderings.Connect with Mere Mortals:Instagram: https://www.instagram.com/mere_mortals_media/
Tom welcomes a new guest to the show, Jon Case of CI Global Asset Management. Jon is the lead manager of the Sentry Canadian Resource Class and Precious Metals Fund. Jon discusses the massive money printing and stimulus that has, in many cases, increased household income. Further stimulus will likely be required to help heal the economy. He expects the pace of the recovery to be relatively slow. With every central banking printing, we are going to continue to see asset prices inflate. Eventually, all that debt will result in a day of reckoning but exactly when that occurs is uncertain. He discusses the Fed's problem of encouraging inflation and why they have been unable to overcome the collapse in money velocity. He sees the role of government, central banks, and policymakers beginning to blur. Expect further direct government intervention to the consumer. The result of all this will be an environment very friendly to gold. The US Debt to GDP levels has risen this year to uncharted territory. We weren't expecting these levels for another four or five years. Jon says, "The lenders are the ones that are losing the most in this environment. The biggest suckers today at the table are those that are lending to government at thirty-year rates." The biggest risk to the dollar and fiat currencies today might be digital currencies. Central banks are worried about being left behind by innovation. Money creation outside the halls of power is terrifying to governments and central banks. He discusses why the creation of a new digital currency seems likely. Jon outlines what to look for in good mining equities. Some institutions are protecting themselves by having mining equities in their portfolios instead of just gold. Talking Points From This Episode Money Printing & StimulusFed's Fight for InflationDebt to GDP and LendingDigital CurrenciesMining Equities & Green Energy Time Stamp References:0:00 - Introduction0:50 - CI Global Overview1:25 - Macro Debt Picture3:36 - Market Risks & Assets5:13 - Debt, GDP, and Inflation10:10 - Asset Bubbles12:32 - Debt to GDP Ratios15:11 - Savers and Lenders18:16 - Risks to the Dollar21:28 - Gold as a hedge.22:56 - Gold Equity Factors26:25 - Dividends Growth Vs. Value29:35 - Silver Vs. Gold32:04 - Gold This Week Guest Links:Website: https://ci.com/enTwitter: https://twitter.com/CIGlobalAssetYouTube: https://www.youtube.com/channel/UCRTib_fbSz7fspYu1hJGgIw/featuredAmazon Book (Reinhart/Rogoff): https://tinyurl.com/y3dynzhdAmazon Book (Ray Dalio): https://tinyurl.com/y2esh5z4 Jon joined Sentry in 2012 and has more than 15 years of financial industry experience. Jon is the lead manager of Sentry Canadian Resource Class and Sentry Precious Metals Fund. Before joining Sentry, Jon was a partner and precious metals equity analyst at one of the country's largest independently owned investment dealers. Jon has a Master of Finance Degree from the Rotman School of Management, University of Toronto, and a Bachelor of Commerce degree from McMaster University. He holds the Chartered Financial Analyst (CFA) designation and has been a member of the Toronto Society of Financial Analysts since 2006.
Tom welcomes back Frank Holmes, CEO and Chief Investment Officer of U.S. Global Investors. Frank discusses why the election results and a split house may be the perfect scenario for the stock market and the ideal scenario for gold. G20 Central bankers have been functioning as a cartel since 2008 by synchronizing taxation and regulation. Now they are playing with MMT, zero interest rates, and monetary stimulus. However, they have redefined the CPI, and today if you use the old model, inflation is running at close to eight percent. Smart people are buying real assets like art, gold, silver, mining equities, and bitcoin. Frank discusses the PMI index and how it reflects forward industrial demand. He expects a robust economy over the next six months. The government is spending trillions, and when that happens, gold rises dramatically. Gold could quickly go to $4000 due to the amount of debt creation. Frank points out that gold has been positive 17 years out of the last 21 and has outperformed the S&P 500 by 2.5 times. This lockdown has brought many Millenials to invest in the more speculative side of the stock market. Many are investing in ETF's and junior stocks. Gold stocks are showing up along with other common stocks due to their free-cash-flow. Institutions and big investors are starting to take notice. Frank discusses the crypto markets and how Hive Blockchain is performing very well as a stock market proxy for Bitcoin and Ethereum. Talking Points From This Episode Politics, Media and SentimentCentral Banks, MMT & CPIMoney Printing and Gold to 4KBitcoin, Gold, and Mining Equities Time Stamp References:0:00 - Introduction0:50 - Election Outcome1:44 - Stimulus, MMT, and equities.4:42 - Capital/Bonds Changing6:15 - PMI Index & Commodities8:26 - Debt Creation and Gold11:05 - Millenials & Liquidity13:40 - Free-Cash-Flow in Mining16:05 - Majors Going Mainstream16:40 - Euphoric Media & Markets18:42 - Royalty Companiesd22:43 - Bitcoin & Hive Blockchain26:00 - Gold & Bitcoin Guest Links:USFunds Twitter: https://twitter.com/USFundsUSGlobal ETFs Twitter: https://twitter.com/usglobaletfsFacebook: https://www.facebook.com/pages/US-Global-Investors/77329765099Website: http://usfunds.com Frank Holmes is the CEO and chief investment officer of U.S. Global Investors. Mr. Holmes purchased a controlling interest in U.S. Global Investors in 1989 and became the firm's chief investment officer in 1999. In 2006, Mr. Holmes was selected mining fund manager of the year by the Mining Journal, and in 2011 he was named a U.S. Metals and Mining "TopGun" by Brendan Wood International. In 2016, Mr. Holmes and portfolio manager Ralph Aldis received the award for Best Americas Based Fund Manager from the Mining Journal. He is also the co-author of The Goldwatcher: Demystifying Gold Investing. More than 30,000 subscribers follow his weekly commentary in the award-winning Investor Alert newsletter, read in over 180 countries. Under his guidance, the company's mutual funds have received recognition from Lipper and Morningstar; two trusted independent financial authorities. In 2015, Mr. Holmes led the company into the exchange-traded fund (ETF) business with the U.S. Global Jets ETF launch, which invests in the global airline sector. In 2017, U.S. Global Investors made a strategic investment in HIVE Blockchain Technologies, listed in Toronto, and Mr. Holmes was appointed non-executive Chairman of the Board. Mr. Holmes was awarded the Huron Medal of Distinction from Huron University College in 2013, his alma mater for the class of 1978. This award recognizes individuals whose life achievements set an example of excellence and reflect Huron's arts and social sciences missions. Mr. Holmes is a native of Toronto and is a graduate of the University of Western Ontario with a bachelor's degree in economics. He is a former president and Chairman of the Toronto Society of the Investment Dealers Association. Mr.
Tom welcomes Brett Heath, President, and CEO of Metalla Royalty & Streaming, back to the show. Brett discusses what led him to enter the metals and mining industry and what attracted him to the streaming and royalty business. He says, "When you pull several royalties together, it can provide an enormous about of optionality in a rising price environment." Metalla's business model is in buying existing royalties, and there are times when it's easier for companies to give up some of their production in exchange for equity. Brett discusses some of the tier one royalties they have acquired this year. We went through a time when investors struggled with the major producers because they were creating massive capital destruction. This is why most generalist investors have moved to the royalty and streaming sector to offset these risks. The royalty sector has grown significantly and is now an excellent way for investors to get exposure to the metals. Most silver mine production comes as a byproduct of other metals, and few produce mostly silver. Metalla has acquired two silver streams that are based strictly on silver. He believes we are just now entering the second phase of this bull market in metals. Gold and silver are still hated, but we see equity returning to the majors and even down to the juniors. The second phase is when big institutions and the public begin to get involved and is usually a longer and stronger period for the market. The third phase and final phase is usually marked by irrational exuberance. Time Stamp References:0:00 - Introduction0:32 - Brett's Background2:00 - Royalty Business Model5:40 - Royalties Vs. Streaming7:56 - Why Miners use Royalties11:09 - Good Jurisdictions13:10 - Stages and Metrics13:58 - Royalty Sector Trends15:50 - Silver Royalties?17:26 - Contract Agreements19:50 - Forward Market Factors23:26 - Irrational Exuberance Talking Points From This Week's Episode Brett's BackgroundMetalla's Business ModelAdvantages of RoyaltiesEntering Second Phase of this Bull Run Guest Links:Website: https://www.metallaroyalty.com/LinkedIn: https://www.linkedin.com/company/metalla-royalty-and-streaming-ltd.Twitter: https://twitter.com/metallaroyalty Mr. Heath is President and CEO and Director of Metalla Royalty & Streaming. He has an extensive career in the structured finance, corporate finance, and investment management industry. He was previously the Chairman and CEO of High Stream Corporation before Metalla acquired it in August 2016. High Stream was a specialty streaming and royalty consulting company where he worked with First Mining Finance, and several other private equity funds, advising and brokering metal streaming transactions. Before that, he was the President of a private streaming company where he deployed $11 million in 4 producing streaming transactions in 3 separate jurisdictions. Before that, he was a founding principal of KSIR Capital Management a hedge fund focused on small and micro-cap mining companies. He also advised several mining companies with KSIR Capital, the corporate finance division of KSIR.
Tom welcomes returning guest John Hathaway. Mr. Hathaway is a Portfolio Manager of Sprott Hathaway Special Situations Strategy and Co-Portfolio Manager of the Sprott Gold Equity Fund. John discusses traditional portfolio weightings and why they no longer work. Bonds today are return-free risk, which opens the door for gold since something has to replace bonds. Some large pension fund advisors are considering gold as a risk mitigator. He discusses the supply of debt and why interest rates have to remain at these levels. Debt to G.D.P. could easily reach 160% in the coming year or two. Deficit spending is keeping the consumer alive, but there will be a lot more money spent. A vaccine could create some optimism for the economy, but that's probably not enough to offset the spending. Many experts are calling for a 30% decline in the dollar from here. The dollar will weaken, and gold will find its way into institutional portfolios. Today, there is about 100 trillion in wealth under management, and if one trillion of that moves into gold, that will represent six years of mine supply. John explains how relatively small gold price moves can have an outsized impact on gold producers' profit margins. These stocks remain quite undervalued when considering their free-cash-flow yield. Gold remains hated and is still on the fringe, but that makes it an excellent opportunity since the fundamentals have only been improving for gold. Time Stamp References:0:00 - Introduction0:40 – Return-free Risk2:09 - Interest rates and debt3:15 - More stimulus4:17 - Dollar Thoughts4:45 - Presidency & Spending5:40 - Economy Stalled7:03 - Gold looks very good8:29 - Money under management10:12 - Gold price & mine profits12:50 - Mines don't need capital13:25 - Leverage Recommendations15:21 - Valuing large caps16:28 - Smaller company risk17:52 - Setup for gold today18:46 - Bitcoin vs. Gold20:07 - Gold is still hated Talking Points From This Week's Episode: Bonds and return-free riskDebt and G.D.P.Dollar is likely to decline.Mines and profits in a rising gold price environment. Guest Links:Website: https://www.sprott.com/Writings: https://sprott.com/insights/ John Hathaway joined Sprott Asset Management in January 2020. Mr. Hathaway is a Portfolio Manager of Sprott Hathaway Special Situations Strategy and Co-Portfolio Manager of the Sprott Gold Equity Fund. Previously, Mr. Hathaway joined Tocqueville Asset Management L.P. in 1997 where he was a Co-Portfolio Manager of the Tocqueville Gold Fund as well as other investment vehicles in the Tocqueville Gold Equity Strategy. He was also the Portfolio Manager of private funds. Prior to joining Tocqueville, Mr. Hathaway co-founded and managed Hudson Capital Advisors followed by seven years with Oak Hall Advisors as the Chief Investment Officer in 1986. In 1976, he joined the investment advisory firm David J. Greene and Company, where he became a Partner. Mr. Hathaway began his career in 1970 as an Equity Analyst with Spencer Trask & Co. Mr. Hathaway earned a B.A. from Harvard College and an MBA from the University of Virginia. Mr. Hathaway was also the Chairman of Tocqueville Management Corporation, the General Partner of Tocqueville. He also holds the CFA® designation.
If you'd like to skip ahead, here's how the episode breaks down:0:00 Introduction0:45 Disney+ discussion7:40 "The Bachelorette" discussion30:48 "The Vow" review
Tom welcomes back E.B. Tucker to Palisade Radio. Mr. Tucker is a founder and director of Metalla Royalty & Streaming and the author of "Why Gold? Why Now?: The War Against Your Wealth and How to Win It". E.B. discusses his new book and what led him to write it in just 23 days. The reasons for buying gold in the book include coming Negative Interest Rates, MMT, and the looming Fedcoin. The book outlines advice for purchasing gold and learning where to start in this space. He argues that the U.S. is no longer a free market economy. We're in an environment where everything is distorted and manipulated. Short term trading in this environment doesn't work because of the massive news events and changes occurring. Focus on the long-term because you can't time this market. How is it possible that the U.S. can spend in merely three years the equivalent in value of all the gold ever mined? When gold takes off, it's going to go very fast, and it's not coming back to pick you up. You can play where the world appears to be inevitably heading. E.B. gives some advice for dealing or rather not dealing with politics. He says, "Get serious about your money and figure out what is coming next." When people realize they are losing money to inflation, they will panic and look for something tangible to place their wealth. Lastly, he discusses what an optimal portfolio might look like and why you don't want to overweight your speculative positions. Time Stamp References:0:00 - Introduction0:40 - Rapid Writing7:30 - Avoiding the Noise10:30 - Gold, Don't Miss the Run14:20 - Political Realities19:35 - What no longer works21:30 - Coming Inflation Panic27:40 - Economics & Effects30:28 - Building Wealth Today34:00 - Slow & Steady38:25 - Zen Book Suggestions Talking Points From This Episode His new book and what led him to write it.US Market distortion and controlled economy.Gold and why you need to invest.Prudent investing vs. speculating. Guest Links:Twitter: https://twitter.com/metallaroyaltyMetalla: https://www.metallaroyalty.comNova: https://www.novaroyalty.com/Amazon: https://tinyurl.com/yyg8h3yaAudible: https://tinyurl.com/y3fvhw2k E.B. Tucker is is on the Board of Directors at Metalla Royalty & Streaming Ltd. and also a Director of Nova Royalty Corp. and Midas Capital Partners. Before joining Casey, he served as the analyst and lead analyst on Stansberry's Investment Advisory and The Bill Bonner Letter. Before joining Stansberry, Mr. Tucker was a founding partner of KSIR Capital Management; an asset management firm focused on precious metal equities. He also co-founded KSIR Capital, a corporate finance advisory firm focused on the precious metals industry. He holds a B.Sc. in Business Administration with a focus in Finance from the College of Charleston in Charleston, South Carolina.
In this bonus episode Juan goes through some of his favourite quotes and learnings from Steven Pressfield's 'The War of Art'. This is supplementary to his main book review, which can be found in the link below. Although it is a relatively short book, there is a bounty of quotes and beautiful language contained within. Juan found that many of these were great for keeping him motivated and on track with his goals related to business and fitness. That's it for today, Mere Mortals out!Timeline:0:00 - Introduction0:45 - Homer's 'Odyssey' and invoking of 'The Muse'2:57 - Resistance is the enemy within5:30 - It is one thing to study war, quite another to live the warrior life8:27 - The supreme virtue is the contempt for death'The War of Art' book review - https://youtu.be/y_ZJY_yuIRwAbout Mere Mortals:Striving for excellence through life's lessons. Daily uploads @ 5pm AEST. 4M's, Book Reviews, Musings, Bonus, Themed Podcast, Conversations & Meanderings.Connect with Mere Mortals:Website: https://www.meremortalsmedia.com/Instagram: https://www.instagram.com/mere_mortals_media/Facebook: https://facebook.com/Meremortalsmedia
Timestamps:0:00- Introduction0:30- Thunderdome23:27- Hot Pocket Reviews the Xbox Series X43:32- Clemson vs. ND Recap/Playoff Teams55:19- Formula 1 Preview of 2021 Season1:14:31- How Valuable is the Perfect Punter?
You’ve achieved financial freedom so what now? How does that feel and what do with your time to ensure happiness, fulfillment and productivity? 0:00 – Introduction0:50 – My story2:45 – My motivation has plummeted5:00 – I’ve still got goals to achieve6:35 – No-one talks about “what next”8:00 – Transitioning from working hard to having balance13:00 […] The post I’m Financially Free…What Next? appeared first on On Property.
Tom welcomes a new guest to the program, Gary Wagner. Gary has been a technical trader for over 25 years and is the executive producer of "The Gold Forecast," a daily video newsletter. Gary discusses how people are waiting for more stimulus, but the next program will likely not arrive until February. The economy continues to contract, and while some businesses are doing very well, others are being hit quite hard. The Fed has stated that interest rates will remain unchanged as they still have some options in their toolbox. Expect gold and equities to continue to do well in this environment. We've had the most massive budget deficit on record at three trillion to fund this crisis. There is still a lot of work to be done, and he expects that 2021 will have a similar or perhaps even larger deficit than 2020. The government will likely continue bailing out specific sectors through next year. Typically Democrats spend more than Republicans, and there is much uncertainty surrounding Trump. What America needs no matter who wins is a peaceful transition of power. From now on, there could be a lot more protests. Gary discusses how fast technology is moving quickly and why that makes him cheerful and optimistic about the future. Gary believes cryptocurrencies will find a place in the fabric of society. Crypto allows third world countries and developing countries to transfer value with relative ease. He likes silver as it will outperform gold during moves but will also correct harder to the downside. There is a finite amount of both metals, and there will always be intrinsic value with these assets. He discusses what being a hybrid technical trader means for him and how he was mentored by two great technical traders Larry Williams and Don Bollinger. He says, "Making money isn't that difficult. Keeping it is the hard part." Finding the tops is the hard part of the markets, and he discusses some of the alternative trading techniques he uses. Time Stamp References:0:00 - Introduction0:50 - Election thoughts.2:15 - Stimulus timeline.3:30 - NIRP not necessary… yet.4:30 - Pandemic and Vaccine.6:13 - Deficits next year could be huge.7:55 - Why the recent rally?9:40 - Liquidity risks and the Fed.11:20 - The new business normal.12:50 - Currencies and holding dollars.14:50 - Silver thoughts.16:00 - Hybrid technical trading.23:10 - Technical trading resources.25:30 - Price/stock moves going forward. Talking Points From This Episode Stimulus after the elections.Central bank policy.Expect a large deficit next year.Technical indicators and Eastern methods. Guest Links:Website: https://thegoldforecast.comTwitter: https://twitter.com/TheGoldForecast Book Suggestions:Seiki Shimizu: https://tinyurl.com/y3rp2be6MasterWorks: https://tinyurl.com/y48vz77dSteve Nison: https://tinyurl.com/y42a9yytTrading Applications: https://tinyurl.com/y45ku44l Gary S. Wagner has been a technical market analyst for 25 years. A frequent contributor to Stocks & Commodities Magazine, he has also written for Futures Magazine and Barrons. He is the executive producer of "The Gold Forecast," a daily video newsletter. He has been a speaker for financial seminars, including Futures West and the Dow Jones Financial Symposium, which travels throughout the world. He is co-author of "Trading Applications Of Japanese Candlestick Charting," a John Wiley publication. His specialties include Technical Market Analysis, Stocks, Commodity Markets, and Forex Exchange. He has a unique approach with Japanese Candlestick Charting in combination with Western Technical Analysis.
Tom welcomes a new guest to the show, Jeff Booth. Jeff is an author and technology entrepreneur. Jeff discusses the central thesis of his book "The Price Of Tomorrow." He explains how technology is moving faster than most people realize and why it's incompatible with modern central banking. Tech will result in massive changes in how we think and operate economies. When deflation happens in a debt-based society, that debt becomes more expensive and can't be repaid. No matter what action governments decide, the consequences are coming and playing out around the world. If banks don't lend, then governments will bypass the banks. In the next phase, central banks and governments become competitors. Structural deficits today are so staggering that the debt can't be repaid. The Fed has transferred risk from companies to their balance sheet. They are stuck in a debt trap, and they either have to have a deflationary depression or inflate away the debt. Today if real estate falls, the entire system will become impaired, so they continue to prop it up. The rich have most of the assets that benefit from these policies. Higher prices result in political instability as populations become more demanding. What looks like a bright spot in the economy in recent months is now over. He discusses gold and bitcoin and their benefits in preserving wealth. Jeff points out that Bitcoin is evolving very quickly. Big changes are coming to the West, and it will be painful over the next ten years because the credit system must unwind. Hyperinflation will be hard to stop when and if it begins. Regardless, there will continue to be wild swings around the world. Talking Points From This Episode Why technology and innovation can outpace belief.Network effect, Bitcoin, and new technologies.Deflation and efficiency should free up our time.Market manipulation is masking the benefits of tech. Time Stamp References:0:00 - Introduction0:35 - Technology is moving fast!2:00 - Comparing technology trends.4:00 - Deflation and abundance.6:45 - Centralization of power.7:25 - Lending standards and free markets.8:40 - Leverage, staggering deficits and repayment.11:10 - Central bank policy and halting creative destruction.14:20 - Currency debasement and delayed stimulus.18:10 - Deficits and consequences.19:55 - Protecting your wealth.22:15 - Golds role in a world of digital currencies.24:50 - Comparing internet growth and digital currency.26:45 - System has to change.30:10 - Wild swings that will catch people off guard.33:00 - Efficiency will drive abundance. Guest Links:Website: https://thepriceoftomorrow.com/Twitter: https://twitter.com/JeffBoothAmazon Book: https://www.amazon.com/Price-Tomorrow-Deflation-Abundant-Future/dp/1999257405 Jeff Booth is a visionary leader who has lived at the forefront of technology change for 20 years. He led BuildDirect, a technology company that aimed to simplify the building industry for nearly two decades through the dot-com meltdown, the 2008 financial crisis, and many waves of technological disruption. Jeff has been featured in Forbes, TechCrunch, Inc.com, The Globe and Mail, BNN, Fast Company, Entrepreneur, Bloomberg, TIME, and The Wall Street Journal. In 2015, he was named BC Technology Industry Association's (BCTIA) Person of the Year, and in 2016 Goldman Sachs named him among its 100 Most Intriguing Entrepreneurs. He is a Founding Partner of OtioLabs, Co-Founder of addyinvest.com and NocNoc. He serves on the boards of Terramera, Cubic Farms, LlamaZOO, Synthiam, and the Richmond Hospital Foundation along with numerous advisory boards. He has been a Young Presidents Organization member since 2004 and contributes time as a Founding Fellow on the Creative Destruction Lab. In his downtime, Jeff can be found at the lake playing his guitar around a campfire with his family and friends, enjoying watersports, or skiing at the local Vancouver mountains.
They’re back! The Brothers Klippsten reunite after a two month hiatus. They're joined by seasoned writer and journalist, Leigh Cuen. The gang discusses journalism and how technology has changed legacy media models, creativity in the open-source space, objective reporting, culture shock, and Bitcoin’s impact on a global scale.Leigh has been busy! She's covered culture, data journalism, social analysis, Bitcoin, human rights, technology, and multimedia production, and is co-founder of ONA Jerusalem, the first Online News Association group in the Middle East.Her work has been featured in publications such as Newsweek Japan, International Business Times, Racked, CoinDesk, Insider, History Today, Mic, Al Jazeera, YNet, The Jerusalem Post, Mic, and Salon. Leigh’s work has also been published in Spanish, French, Italian, Hebrew and Arabic.Sign up for the safest way to accumulate Bitcoin: https://swanbitcoin.comGet paid to recruit new Bitcoiners: https://swanbitcoin.com/enlistFollow Leigh on Twitter: https://twitter.com/La__CuenSupport Leigh on her Substack at: Learn more about Leigh at: https://leighcuen.substack.com/Summary:Vid10:00 Introduction0:37 Matt and the Hat8:05 Enter: Leigh Cuen8:57 Matt’s Latest Revelations On Bitcoin11:05 Leigh’s Background/Bitcoin Story15:00 Transitioning to Freelance Life17:00 Bitcoin Education Through Journalism19:00 Reaching the Non-Technical19:40 Discovery Through Objective Reporting21:30 Avoiding Bias Through Creative Outlets23:20 Disintermediating PR via Twitter24:45 Bitcoin’s Enablement of Entrepreneurship and Freelancing27:40 Poetry30:30 Creativity & Open-Source34:45 Reporting In the Middle East40:55 US Culture Shock43:20 Bitcoin Push-Back (Legacy System’s Resistance to Bitcoin)47:30 Bitcoin As An Unstoppable Force56:15 Bitcoin Forecasts1:01:15 Final Thoughts: Leigh’s InfluencesFollow Leigh Cuen on Twitter at: https://twitter.com/La__CuenSupport Leigh on Substack at: https://leighcuen.substack.com/Connect with Swan on social media:Twitter: https://twitter.com/SwanBitcoinTelegram: https://t.me/swansignalLinkedIn: https://www.linkedin.com/company/swan...If you like Bitcoin you’ll love Swan Signal Live - every week we pair up great guests for compelling discussions about Bitcoin and economics. To get the show in your feed, subscribe and turn on notifications! Check out all the previous episodes here: https://www.youtube.com/playlist?list...Swan is the best way to accumulate Bitcoin with automatic recurring buys. Sign up now at https://swanbitcoin.com/satoshi and get $10 of free Bitcoin when you start stacking with Swan.
Do you set yourself monthly goals and if so, how many do you set? The Mere Mortals crew on the first Thursday of every month go over their progress from the previous month and where they are heading for the next. Emphasis as always is on the shortcomings, what they didn't achieve in the previous month's goals and how they will fix that for the month that comes. We hope you get some value from this series, showcasing our own methodology. What do you do differently and why? Let us know in the comments, Mere Mortals out!Timeline:0:00 - Introduction0:25 - Review of October 20204:20 - Fitness, stretching and cross lifting7:26 - Morning routines and giving back9:54 - Goal setting template, blogging and the MM website15:34 - Instagram tracking, minimising chips and halving meat consumption19:38 - No phone in the morning and family conversations22:56 - Focus regime and how to learn a new language25:43 - Preparing for a silent retreat and becoming charitable32:30 - Points in the fitness challengeAbout Mere Mortals:Striving for excellence through life's lessons. Daily uploads @ 5pm AEST. 4M's, Book Reviews, Musings, Bonus, Themed Podcast, Conversations & Meanderings.Connect with Mere Mortals:Website: https://www.meremortalsmedia.com/Instagram: https://www.instagram.com/mere_mortals_media/Facebook: https://facebook.com/Meremortalsmedia
Tom welcomes back Lobo Tiggre founder and CEO of Louis James LLC. He is the principal analyst and editor of the IndependentSpeculator.com. Lobo points out that there are a lot of experts that target investors and one should be wary of their motives. He says, "Today, everything looks good for gold as as all the politicans will spend more money." Trump has stated that he will not shut the economy down again but politics today carries additional near term risk. In the event of a Democrat victory there would be some negative implications for US mining stocks. Right now even a steady flat price level for gold would be good for most mining companies. Today the economy is on life support stimulus that can't be stopped. However, it's possible that no amount of money printing will save the economy. We are in uncharted waters and no one knows what will happen as a result. The belief today seems to be that printing doesn't cause inflation. The more overconfident central banks become the greater the risk becomes of something breaking. Lobo discusses various opportunities in mining and how there are crucial moments in a mining companies development life where these stocks can outperform. Time Stamp References:0:00 - Introduction0:35 - Buyer beware and free services.1:45 - Election day, risks and gold.4:50 - Risks from a democratic victory.7:30 - Where is gold heading?9:00 - Mining equities vs. other equities.14:40 - High margin projects and M&A.17:25 - Recovery or another leg down.19:20 - The greater depression?22:50 - Flationary scenarios.26:30 - Other opportunities, copper & nickel.31:00 - Oil forecast and miners. Talking Points From This Episode: Possible election risks.Economy is on life support and requires stimulus.Inflation risks and stagflation.Thoughts on lithium and nickel.Oil, uranium, and other mining company opportunities. Guest Links:Website: https://independentspeculator.comTwitter: https://twitter.com/duediligenceguyFacebook: https://www.facebook.com/louis.james.965580/Linkedin: https://www.linkedin.com/in/lobotiggre/Geology Q&A: https://www.youtube.com/watch?v=E_y9pQLbI10 Lobo Tiggre, aka Louis James, is the founder and CEO of Louis James LLC, and the principal analyst and editor of IndependentSpeculator.com. He researched and recommended speculative opportunities in Casey Research publications from 2004 to 2018, writing under the name "Louis James." While with Casey Research, he learned the ins and outs of resource speculation from the legendary speculator Doug Casey. Although frequently mistaken for one, Mr. Tiggre is not a professional geologist. However, his long tutelage under world-class geologists, writers, and investors resulted in an exceptional track record. A fully transparent, documented, and verifiable track record is a central feature of the IndependentSpeculator. Mr. Tiggre will put his own money into the speculations he writes about, so his readers will always know he has "skin in the game" with them.
Timestamps:0:00- Introduction0:30- MSU Loses to Rutgers14:42- Big Ten shuts down Nebraska vs. Chattanooga26:08- Trevor Lawrence has the bug!38:00- Top 25 CFB38:47- Is this CFB season legitimate?54:44- F1 Talk55:00- Lewis Hamilton sets most F1 Win Record at 921:02:49- Hot Pocket's Top Driver1:08:39- F1 changes coming next year
Tom welcomes returning guest Michael Gayed, Portfolio Manager at Toroso Asset Management, to the show. Michael is the author and publisher of the Lead-Lag Report. Michael discusses the differences between volatility and risk. Risk comes when you might have a permanent loss of capital, while volatility can usually be overcome with patience. It's essential to identify the weather that is coming in markets. Conditions are always changing, and you need to be aware of the trends. Michael feels we are heading toward a storm. The Fed has broken the bond market when they choose to buy up assets. Stocks and bonds may no longer be sufficient to diversify your portfolio. Fed policies have enabled prolific spending and an ever-increasing wealth gap. The argument today is that debt doesn't matter, but that will have unintended consequences. Today, there is a large degree of complacency surrounding the risks. European financials are looking horrendous. Lumber may be a warning sign of a weakening economy. The Fed has stated they will do whatever it takes to keep the equity markets propped up. Faith in the Fed will burst at some point, but that bubble will likely last for a while longer. More money is flowing into hedging assets like gold. Further weakness in commodities like oil, lumber, and energy could sign a coming storm for the global economy. He says, "Risk is always where you don't see it." Time Stamp References:0:00 - Introduction0:40 - Risk versus volatility.2:30 - Treasury markets.3:40 - Bonds and diversifying.4:50 - Money velocity, deflation vs inflation.6:40 - What inflation means to the Fed.7:40 - When will Faith in central banks fail.9:25 - Elections and possible risks.11:30 - Signals before the February crash.13:20 - Second guess "Don't fight the Fed"14:20 - Gold correlation to equities.15:30 - Inflation scenarios and gold.17:55 - Other precious metals.19:10 - Dividend yielding stocks in your portfolio. Talking Points From This Weeks Episode Differences between volatility and risk.The Fed, bonds, rates, excess debt, and consequences.Difficulty in increasing money velocity.Investor complacency around risk.Commodities and correlations. Guest Links:Website: https://www.leadlagreport.com/Website: http://torosoinv.com/Twitter: https://twitter.com/leadlagreport Michael A. Gayed, CFA is Portfolio Manager at Toroso Asset Management, an award winning author and publisher of The Lead-Lag Report. Michael is respected as an award-winning, results-oriented Investment Manager showcasing 15 years of successfully executing initiatives that result in significant revenue growth. He is known for identifying and implementing various investment strategies to capture market anomalies while maintaining a business mindset beyond portfolio management. Michael offers a proven track record of evaluating business/investment opportunities, quickly understanding market dynamics and relationships that few tend to focus on. He is also an out-of-the-box thinker committed to strengthening organizations' financial performance through dedicated hard work and a passion for investing. He is a graduate of (Cum Laude) NYU Stern School of Business with a Double Major in Finance & Management and has a Bachelor of Science in Finance & Management. He is a Chartered Financial Analyst from the CFA Institute.
Tom welcomes returning guest Tavi Costa of Crescat Capital to the show. Tavi outlines Crescat's macro model and how it drives their investing focus. Tavi discusses how the only way out of the global debt burden is through further debasement and a continued race to the bottom for currencies. Equity yields are down in real terms, and this will drive demand for safe monetary assets like gold and silver. Precious metals could do well in either an inflationary or deflationary environment. Debt monetization is happening everywhere but increasingly in places like Canada and Australia. The real estate market in Australia is beginning to impair their overall macro position. Similar problems are occurring in Canada and within the Canadian banking system since their deficits are ballooning. Globally debt is piling up at an unprecedented pace. The suppression of interest rates means central banks have to expand the monetary base to maintain growth. Currently, just the tech sector equities are nearing 40% of GDP. Markets today have numerous excesses, but most investors share a general lack of comprehension of the risks. Large miners have had few discoveries due to a lack of capital allocation in exploration. This is resulting in a constrained supply and an opportunity for those miners that are exploring. This lack of supply, along with all the various macro drivers, will send gold much higher. Tavi compares the monetary dilution of the past few decades with both gold and silver. This looks very good for gold and amazing for silver. He expects silver to head towards $50 fairly soon. Investors should consider selling popular equities and buying miners with free-cash-flow. The idea that central banks can control a decline in the business cycle is absurd. Time Stamp References:0:00 - Introduction0:28 - Crescat's macro model.3:10 - Treasury cash balance.5:30 - S&P Ratio to Deficits8:15 - Global negative yielding bonds.10:45 - Monetary Supply vs Deficits.14:30 - Thoughts on China.17:00 - Australia Credit Card Accounts17:50 - Australia Rents and Real Estate.19:00 - Central Bank Balance Sheets (Canada)22:00 - Gold Discoveries Vs. Price of Gold25:30 - Fed Balance Sheet Expansion & Gold28:10 - Silver relative to money supply.31:10 - Buy gold and sell equities. Talking Points From This Episode Crescat's macro model.US Treasury and the overall global debt picture.Concerns with China, Australia, and Canada.Miners, discoveries, and the outlook for gold and silver. Guest Links:Website: https://crescat.netTwitter: https://twitter.com/TaviCosta Otavio ("Tavi") Costa is Global Macro Analyst for Crescat Capital. He has been an analyst on Crescat's investment team for more than five years, focusing on global cross-asset research. "Tavi" built Crescat's macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. His research has been featured multiple times in financial publications such as Bloomberg, The Wall Street Journal. Tavi is a native of São Paulo, Brazil, and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a BA degree in Business Administration, emphasizing finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.
Could you live in a van/truck for 4 years of your life? Chrissie Junge is a soon to be author as well as the Brisbane Girl In A Van. Chrissie packed in traditional housing in favour of a bare metal delivery truck, and lived around Brisbane’s greenery in its rough truck bed while slowly teaching herself to build it into a comfortable tiny house.In this conversation Juan and Kyrin asked Chrissie all of their accumulated questions of living out of a van and becoming a children's author. These included: that first night experience in the new style of living, practical matters of storage and liveability, challenges and highlights of living in her truck, how to write a children's book and spreading her message of the value of family/home. As always, we hope you enjoy! Mere Mortals out.Timeline:0:00 - Introduction0:56 - Chrissie's Mere Mortal Moment2:01 - The beginnings of moving into a van6:53 - The awful first night11:17 - Storage space and van life enthusiasts16:23 - Biggest challenge of living in a truck18:56 - Writing a children's book23:31 - The value & importance of family and home27:24 - Transitioning to living in a house33:00 - The speed of Harry the truck34:24 - Find Chrissie's book and interact with herConnect With Chrissie:https://www.chrissiejunge.com/https://www.instagram.com/brisbanegirlinavan/https://www.facebook.com/chrissiejungeauthor/https://twitter.com/chrissie_jungeAbout Mere Mortals:Striving for excellence through life's lessons. Daily uploads @ 5pm AEST. 4M's, Book Reviews, Musings, Bonus, Themed Podcast, Interviews & Meanderings.Connect with Mere Mortals:Website: https://www.meremortalsmedia.com/Instagram: https://www.instagram.com/mere_mortals_media/Facebook: https://facebook.com/Meremortalsmedia
Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors. David discusses the origins of the current secular bull market and how we are now nearing the end stage. In the final stage of bull markets, they can go parabolic. He expects a deflationary bust and involuntary debt liquidation cycle to begin in the first half of 2021. The economy needs a stimulus package despite the soon to be released GDP numbers that will likely show an unprecedented annualized increase of 30-35%. Congress doesn't share the same level of urgency as many Americans who no longer have jobs. Parts of the economy, like housing and technology, are doing well, but other sectors like the hospitality industry, have been hit hard. The damage to many small businesses has been massive and unprecedented. David uses the term "bust" to differentiate from a depression. What is coming will be more dramatic than 2008-2009 but won't be drawn out like a depression. U.S. banks are relatively more healthy than European banks. The coming deflationary downturn will be widespread and catch most people by surprise. Prices will be hit across the board, but the declines won't be long-lasting due to the amount of injected liquidity. He expects the Fed's balance shee t to balloon above twenty trillion by the end of next year. The government's initial reaction will likely be too slow, and it will take a couple of years to get back to positive inflation. Inflation will begin to take off around 2025 to 2026 when the economy overheats due to the excess money creation. We will then enter a period worse than the 1970s as double-digit inflation kicks in, which will take most people by surprise. He discusses the outlook for the housing markets and mortgage rates over the next couple of years, along with some targets for oil, gold, silver, GDX, GDXJ, SIL, and SILJ. For the remainder of the year, the dollar will remain under pressure, but next year there will likely be a flight to safety, which will bid the dollar higher, possibly much higher. Time Stamp References:0:00 - Introduction0:40 - End of a 38 year bull market.4:30 - Election and stimulus package8:05 - Bust vs. Depression10:20 - Deflationary bust implications15:00 - Treasury cash and Fed holding back20:25 - Potential for a banking crisis22:35 - Real estate and mortgages29:40 - Metals and miners outlook32:00 - Dollar weakness vs. gold strength35:40 - Oil outlook40:25 - Metals ETF's predictions42:10 - Aggregating data and making predictions Talking Points From This Episode• The coming melt-up before a bust.• Stimulus necessary and pandemic damage.• Defining a widespread deflationary downturn.• Targets for the dollar, oil, ETF's and metals. David is Chief Macro Strategist with Contrarian Macro Advisors. He is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong macroeconomic analysis and portfolio management expertise. His strong macro capabilities, combined with a contrarian philosophy, have allowed him to forecast economic cycles and spot market trends well ahead of the consensus. Intellectually honest, independent thinker comfortable with charting a course apart from the crowd. Accomplished stock picker and value-oriented portfolio manager. Guest Links:Email: Dhunter31@gmail.comTwitter: https://twitter.com/DaveHcontrarian
In today's bonus episode we have some additional notes taken by Kyrin while reading Plato's 'Republic'. These expand upon some of the deeper themes encountered in the book and there were not covered in the previously released episode of the actual book review. These include: Kyrin's personal opinions on 'justice' and the treatment it received in the dialogues, game theory and how modern knowledge and techniques can be applied to age old questions and the defects in Socrates' arguments as well as some of his faulty assumptions.Timeline:0:00 - Introduction0:53 - Justice is the repayment of debts4:28 - Justice is the interest of the stronger12:38 - Game theory applied to justice15:05 - Thoughts on Socrates16:58 - Faulty assumptions & ethical qualms23:23 - Summary of the chapters26:25 - An intriguing bookAbout Mere Mortals:Striving for excellence through life's lessons. Daily uploads @ 5pm AEST. 4M's, Book Reviews, Musings, Bonus, Themed Podcast, Interviews & Meanderings.Connect with Mere Mortals:Website: https://www.meremortalsmedia.com/Instagram: https://www.instagram.com/mere_mortals_media/Facebook: https://facebook.com/Meremortalsmedia
Timestamps:0:00- Introduction0:20- The Constitution, The Amendment Process, Judicial Activism, and Executive Overreach11:55- Amy Coney Barrett Hearings26:16- Hunter Biden35:31- SDUSD Grading System49:32- Townhalls52:00- Second Presidential Debate Preview59:49- Black Conservatives and White Liberal Hate1:07:42- The Boys Season 2
Tom welcomes a new guest to the show Ted Butler to discuss everything silver market-related. Ted has been following these markets for thirty years and closely watched the Comex during that time. In April of 2011, when silver hit $50, there was an increase in physical movement through the Comex system. This increase also occurred when JP Morgan started storing silver. Over the past nine years, some 2.5 billion ounces have moved through the Comex system. The question is, why is there such high flows only in silver and not other metals. He believes this is due to silvers uses as an industrial commodity, with this demand consuming most of the newly mined supply. When we get additional investment demand, we will likely blow the roof off the price as silver is the only commodity with this dual demand profile. Price controls on silver have kept it suppressed, but all that's required to avoid a shortage is to allow the price to rise through standard supply and demand. Today, it's hard to find a genuine bear in the silver market because it's so cheap relative to everything. Ted believes that a significant reason for Bear Stearn's collapse was their silver short position in 2007. JP Morgan no longer holds a short position having mostly exited the paper silver markets since they acquired a massive stockpile of metals. They are currently neutral on the market. This is a good sign that the game is changing, and the other banks that are short today may be unable to exit without considerable losses. Time Stamp References:0:00 - Introduction0:38 - Watching the Comex1:50 - Physical silver movement thru Comex.7:00 - Will the Comex have delivery problems.14:40 - Short positions and who benefits.22:20 - JP Morgan, profits and wanting to go long.25:00 - Perfect cover for not shorting.27:05 - JP Morgan 20 Billion ahead.32:20 - Did JP Morgan buy mint bullion. Talking Points From This Episode Physical silver flows since 2011.Silver industrial demand picture.JP Morgan's current silver position. Guest Links:Website: https://butlerresearch.com Ted Butler began trading commodities with Merrill Lynch in 1972. He also worked at Drexel Burnham Lambert in the 1980s. Since 1996, he has been an independent analyst, primarily focusing on silver. He offers a subscription service with once or twice weekly commentaries, including a detailed analysis of the Commitment of Traders Report, regulatory developments, supply/demand considerations, and topics of interest to investors in precious metals, emphasizing silver.
Tom welcomes a new guest to the show Egon von Greyerz. Egon is Founder and Managing Partner of Matterhorn Asset Management AG based in Switzerland. Egon discusses how today's events aren't new; we are in a pattern that repeats throughout history. Governments love to spend more than they receive in revenue, and no currency has ever survived. Deficits have been nearly non-stop since 1930, and often an unrelated trigger can cause the crisis. Central banks are creating worthless money out of thin air only because people believe it has value. Today, we are in the euphoric final phase of the monetary system as asset bubbles get inflated. Market risks today are far worse than they were in 1929 because this time, they are global. Central bankers will do whatever is necessary to support the system, but it's a losing game. It remains possible that stock markets double from here, but it's also likely that gold and the Dow will meet at some point. Egon is concerned that we will enter a dark period of decline and that only once we are through it will the historians label it. Debt can't be fixed with more debt; however, central banks and governments don't seem to understand this fact. Hyperinflation always arises due to currency debasement and collapse, and eventually, interest rates must rise. Gold today is at the same cheap levels of 1971 and 2000 compared to the total US money supply. He cautions, "Don't measure your net worth against something that has no intrinsic value." Note golds price in 1970, 2000 and today. We've reached the point where decline is inevitable for the west. Lastly, he discusses their ultra-secure private gold vault in Switzerland that is the largest in the World. Time Stamp References:0:00 - Introduction0:45 - Central banks have lost control.5:00 - Stages of a crisis.6:45 - Collapsing currencies and US Dollar.11:20 - Global debt and systemic risks.15:10 - Debt explosion and coming turmoil.19:00 - Hyperinflation and derivatives.25:50 - Chart, gold adjusted for US money supply.31:30 - China's role in the future.35:20 - Switzerland mountain vault.38:50 - Pensions, ETF's and Physical. Talking Points From This Episode History is repeating; no one holds gold.Perception of value and massive debts.Investors need to prepare.The World is nearing a challenging period.Why gold is incredibly cheap today. Guest Links:Website: https://www.goldswitzerland.comTwitter: https://twitter.com/GoldSwitzerlandGold Vault Video: https://goldswitzerland.com/inside-the-mountain-interview/ Egon von Greyerz is Founder & Managing Partner of Matterhorn Asset Management AG. He started Matterhorn Asset Management (MAM) in 1999 as a private investment company. From the very beginning, wealth preservation was an essential cornerstone of the company. In early 2002, they believed that financial and economic risk in the World was getting uncomfortably high. So that year, they made substantial investments in the physical gold market at $300 on average. As gold started to rise in the early 2000s, demand for physical gold increased, and in 2005 they set up a regulated company in Zurich - Matterhorn Asset Management AG. A couple of years later, they formed GoldSwitzerland, which is the precious metals division of MAM. Egon was Born with both Swiss and Swedish citizenship. His education was mainly in Sweden. He started his working life in Geneva as a banker and after he spent 17 years as Finance Director and Executive Vice-Chairman of Dixons Group Plc. Since the 1990s, Egon has been actively involved with financial investment activities, including mergers and acquisitions and asset allocation consultancy for private family funds. This led to the creation of MAM, an asset management company based on wealth preservation principles. MAM is now the World's leading company for physical gold and silver outside the banking system, directly owned by the investor. Their four vaults include the most immense and safest gold ...
SPECIAL EPISODE … Lanness Robinson, Director of Athletics Hillsborough County Public Schools & NIAAA President0:19-Introduction0:35- Inspecting a Year of Unknowns2:59- What do you want the NIAAA to be known for?5:32- Implementing Personal Decision-making Style with Large Organizations10:03- Deciding to go Virtual with the 2020 National AD Conference12:48- Satisfaction in Making Hard Decisions14:19- The 2020 National AD Conference in Tampa-what virtual looks like!20:16- Importance of ADs to be involved with the NIAAA and State Associations About Hangin With The AD Podcast….Hangin with the AD is an interview style podcast where Don Baker, Cobb County School District Director of Athletics, partners with Josh Mathews, Pope High School (GA) Athletic Director, to discuss hot topics and lessons learned with leaders in the world of athletics. These leaders include high school athletic directors at the district and local school levels; college athletic administrators; leaders in spaces that connect to athletics such as nutrition, wellness, recruiting, student-athlete recognition; current and former athletes; and others, who can help athletic administrators develop themselves and their programs for a better daily experience for their athletic communities. We hope you enjoy the time we spend with these special guests. Please leave us a review or rating to help us know how you were benefited from this podcast or how we can improve it. Thank you for listening. And until next time, thank you for spending your time, Hangin with the AD. Don Baker.... Director of Athletics for the Cobb County School District in Georgia. @CCSD_AD (twitter & instagram)Josh Mathews...Athletics Director at Pope High School in Marietta, GA (East Cobb) @jwmathews14 (twitter & instagram)
Sometimes when purchasing an investment property finance can fall through. If you are unable to secure the finance when trying to secure a property what can you do to bounce back and maybe still secure that property. 0:00 – Introduction0:53 – How Simon’s finance fell through3:05 – Getting the right mortgage broker3:47 – Why finance […] The post When Finance Falls Through On a Property appeared first on On Property.
Patreon for conversations on Theories of Everything, Consciousness, Free Will, and God: https://patreon.com/curtjaimungalHelp support conversations on "when does the left go too far?": https://bit.ly/2EOR0M4Twitter: https://twitter.com/bluthefilmiTunes: https://podcasts.apple.com/ca/podcast...0:00:00 Introduction0:00:17 Bach's work ethic / daily routine0:01:35 What is your definition of truth?0:04:41 Nature's substratum is a "quantum graph"?0:06:25 Mathematics as the descriptor of all language0:13:52 Why is constructivist mathematics "real"? What's the definition of "real"?0:17:06 What does it mean to "exist"? Does "pi" exist?0:20:14 The mystery of something vs. nothing. Existence is the default.0:21:11 Bach's model vs. the multiverse0:26:51 Is the universe deterministic0:28:23 What determines the initial conditions, as well as the rules?0:30:55 What is time? Is time fundamental?0:34:21 What's the optimal algorithm for finding truth?0:40:40 Are the fundamental laws of physics ultimately "simple"?0:50:17 The relationship between art and the artist's cost function0:54:02 Ideas are stories, being directed by intuitions0:58:00 Society has a minimal role in training your intuitions0:59:24 Why does art benefit from a repressive government?1:04:01 A market case for civil rights1:06:40 Fascism vs communism1:10:50 Bach's "control / attention / reflective recall" model1:13:32 What's more fundamental... Consciousness or attention?1:16:02 The Chinese Room Experiment1:25:22 Is understanding predicated on consciousness?1:26:22 Integrated Information Theory of consciousness (IIT)1:30:15 Donald Hoffman's theory of consciousness1:32:40 Douglas Hofstadter's "strange loop" theory of consciousness1:34:10 Holonomic Brain theory of consciousness1:34:42 Daniel Dennett's theory of consciousness1:36:57 Sensorimotor theory of consciousness (embodied cognition)1:44:39 What is intelligence?1:45:08 Intelligence vs. consciousness1:46:36 Where does Free Will come into play, in Bach's model?1:48:46 The opposite of free will can lead to, or feel like, addiction1:51:48 Changing your identity to effectively live forever1:59:13 Depersonalization disorder as a result of conceiving of your "self" as illusory2:02:25 Dealing with a fear of loss of control2:05:00 What about heart and conscience?2:07:28 How to test / falsify Bach's model of consciousness2:13:46 How has Bach's model changed in the past few years?2:14:41 Why Bach doesn't practice Lucid Dreaming anymore2:15:33 Dreams and GAN's (a machine learning framework)2:18:08 If dreams are for helping us learn, why don't we consciously remember our dreams2:19:58 Are dreams "real"? Is all of reality a dream?2:20:39 How do you practically change your experience to be most positive / helpful?2:23:56 What's more important than survival? What's worth dying for?2:28:27 Bach's identity2:29:44 Is there anything objectively wrong with hating humanity?2:30:31 Practical Platonism2:33:00 What "God" is2:36:24 Gods are as real as you, Bach claims2:37:44 What "prayer" is, and why it works2:41:06 Our society has lost its future and thus our culture2:43:24 What does Bach disagree with Jordan Peterson about?2:47:16 The millennials are the first generation that's authoritarian since WW22:48:31 Bach's views on the "social justice" movement 2:51:29 Universal Basic Income as an answer to social inequality, or General Artificial Intelligence?2:57:39 Nested hierarchy of "I"s (the conflicts within ourselves)2:59:22 In the USA, innovation is "cheating" (for the most part)3:02:27 Activists are usually operating on false information3:03:04 Bach's Marxist roots and lessons to his former self3:08:45 BONUS BIT: On societies problems* * *Subscribe if you want more conversations on Theories of Everything, Consciousness, Free Will, God, and the mathematics / physics of each.* * *I'm producing an imminent documentary Better Left Unsaid http://betterleftunsaidfilm.com on the topic of "when does the left go too far?" Visit that site if you'd like to contribute to getting the film distributed (in 2020) and seeing more conversations like this.
Do you also feel there is something a bit weird in the bookstagram community? In this episode of 'Musings' Juan and Kyrin discuss: the infinite feeds available on social media and techniques to avoid losing yourself in the never-ending void of content, Kyrin's big booty and how it is NOT necessary for the Mere Mortals brand, some lessons and practical take-aways from a year's worth of podcasting, the small innocuous comments that can really kill a passion and why Juan's dad was correct; he is in fact too big. As always, we hope you enjoy, Mere Mortals out!Timeline:0:00 - Introduction0:28 - Infinity social media pools5:21 - Creating a story without big booty pics6:10 - Choosing TikTok over sleep12:27 - Following thought rabbit holes13:21 - The dark side of Bookstagram18:09 - WOOOOOOOOOOOOOOOOO19:00 - Learnings from a year's worth of podcasting25:06 - Following your passion and it being ok29:37 - Juan my son, you're getting too big32:11 - The two places to go
How would the sum of human psychology change if every person's death was preceded by an ecstatic euphoria? In this episode of 'Meanderings' Juan and Kyrin discuss: changing the overall perception of death as a negative event, Juan's ambivalence towards food, desiring every piece of gym equipment known to man, learning to perfect the fundamental movements and general fitness/flexibility goals for 2021. We hope your day isn't as windy as our was and as always, hope you enjoy, Mere Mortals out!Timeline:0:00 - Introduction0:43 - What if every death was preceded by euphoria?4:53 - Analogy of a last meal for a death row inmate9:35 - Juan wants to eat maggots13:41 - Sporting equipment wish list17:39 - Getting back to the fundamentals23:36 - Kyrin's 2021 fitness goals26:22 - Juan's 2021 fitness goals29:19 - Stretching and mobility goals33:16 - Windy windy daysAbout Mere Mortals:Striving for excellence through life's lessons. Daily uploads @ 5pm AEST. 4M's, Book Reviews, Musings, Bonus, Themed Podcast, Interviews & Meanderings.Connect with Mere Mortals:Website: https://www.meremortalsmedia.com/Instagram: https://www.instagram.com/mere_mortals_media/Facebook: https://facebook.com/Meremortalsmedia
Recording Date: September 11, 2020 -- -- -- Blue sits down to discuss the information revealed within one of the lore books released within the Season of Arrivals, joined by ChattingMyth and HeyItsOrchid. Due to some unexpected events, we only have one episode this week - but will be back next week with the usual Intro / Advanced split! -- -- -- Timestamps of Note within Episode 0:01:15 - Introduction0:05:00 - Getting to Know Orchid0:13:15 - Announcements0:18:00 - Cocktail Knowledge0:22:15 - Logographic Communication0:30:00 - Figures of Note within Book0:32:45 - Process of Acquisition0:40:00 - Entry Analysis 1:01:15 - Shoutouts -- -- -- As always, please be sure to check out The Lore Network for other content creators dedicated to bringing you high quality, entertaining, and relevant content focused on exploration and explanation of stories from every medium. Become a Podbean Patron to FFC Follow / Subscribe to FFC on Twitch
Life is like a room filled with suffering, locked on the outside by a guy in a silly hat. In this episode of 'Musings' Juan and Kyrin discuss: enjoying/reflecting on the small wins and not needing the big life changing moments, Juan's morning routine to ground himself, Man's Search For Meaning and 3 ways to find it, some analogies for life and the inherent nature of suffering and allowing yourself to lose hobbies/work/whatever and replacing it with something else. As always, we hope you enjoy, Mere Mortals out!Timeline:0:00 - Introduction0:39 - A long series of small gratifying events6:38 - Reflecting on the small moments8:07 - Grounding through a sight, sound and smell13:35 - Kyrin's pivot validation14:30 - 3 ways to find meaning17:56 - The use of humour through suffering21:00 - Suffering will expand to the size of the room24:48 - Analogy vs analogy27:25 - Stepping outside the room of suffering29:11 - A certain enjoyment is lost when one reaches a deep level33:13 - Juan's not allowed to train!34:11 - Outro and the meaning of lifeAbout Mere Mortals:Striving for excellence through life's lessons. Daily uploads @ 5pm AEST. 4M's, Book Reviews, Musings, Bonus, Meanderings, Interviews & Themed Podcast.Connect with Mere Mortals:Website: https://www.meremortalsmedia.com/Instagram: https://www.instagram.com/mere_mortals_media/Facebook: https://facebook.com/Meremortalsmedia
What does it take to be a millionaire or make $1 million per year? What do I need to change in order to get there? Today I had a mental breakthrough where I realised that I didn’t actually believe being rich was possible for me. 0:00 – Introduction0:40 – What happened today2:55 – My incorrect […] The post Can I Go From $100,000/year to $1 million/year? A Rant appeared first on On Property.
Patreon for conversations on Theories of Everything, Consciousness, Free Will, and God: https://patreon.com/curtjaimungalHelp support conversations on "when does the left go too far?": https://bit.ly/2EOR0M4Twitter: https://twitter.com/bluthefilmiTunes: https://podcasts.apple.com/ca/podcast/better-left-unsaid-with-curt-jaimungal/id15217588020:00 Introduction0:32 Chomsky's views on consciousness and free will (and marijuana)6:04 Views on "God" (do you believe in it? how do you define it?)8:02 Chomsky's views on Moral Relativism vs Objectivism9:55 Views on mythology, and religious upbringing13:30 Personal story on Chomsky's childhood (religion is based on the assumption that "God is an idiot")17:53 True Christianity is pacifism and the US squelched Liberation Theology22:12 The most important activism is the liberation of the poor24:02 Where does Neoliberalism come from and what's it maintained by?30:40 Having a job is placing yourself under the control of an autocrat, worse than Stalin36:48 What can be done to make education more democratic?39:32 The Neoliberal "crisis"42:20 Do schools run counter to our evolutionary "learning instinct"?49:00 What's wrong with Illich's "de-schooling"?52:15 Why not allow multiple competing school systems?54:52 The problems with Charter Schools57:36 Is there such a thing as too much openness / diversity / equality? (thoughts on Black Lives Matter)1:00:28 Chomsky was afraid of being imprisoned. Why didn't it happen?1:01:38 The war crimes of Trump* * *Subscribe if you want more conversations on Theories of Everything, Consciousness, Free Will, God, and the mathematics / physics of each.* * *I'm producing an imminent documentary Better Left Unsaid http://betterleftunsaidfilm.com on the topic of "when does the left go too far?" Visit that site if you'd like to contribute to getting the film distributed (in 2020) and seeing more conversations like this.
One way of building a property portfolio is to house hop. Buy your own home, live in it for a bit and then when you move convert that property into an investment property. Book a free property investment strategy – https://onproperty.com.au/strategy/ 0:00 – Introduction0:39 – Simon’s latest investment, his own home2:50 – Focus on the […] The post Turning Your Home Into An Investment Property appeared first on On Property.
What is the greatest compliment that the Mere Mortals would like to be called? In this episode of 'Meanderings' Juan and Kyrin discuss: hot versus cold and if summer is better than winter, compliments that are the opposite of your natural ability, useless routines and Kyrin's OCD with pegs, doing uncomfortable actions and asking for discounts, Juan's hypnotic ability to control his minions and some hypothetical pictures that would be on the official Mere Mortals Only Fans account.Timeline:0:00 - Introduction0:38 - Hot vs Cold5:08 - Eating in winter is better10:20 - Muscle-bound goons12:35 - 50% bananas and hairless toads16:03 - Get out of your routine!16:57 - Useless routines19:52 - Action leads to confidence23:04 - Getting outside of your comfort zone25:03 - Juan's death stare28:03 - Behaving badly in Virtual Reality31:02 - The Mere Mortals hypothetical Only Fans account33:40 - Wind down and appreciationAs always, we hope you enjoy, Mere Mortals out!About Mere Mortals:Striving for excellence through life's lessons. Learnings from podcasts, interviews, book reviews and reflection on how to push beyond a Mere Mortal.Connect with Mere Mortals:Website: https://www.meremortalsmedia.com/Instagram: https://www.instagram.com/mere_mortals_media/Facebook: https://facebook.com/Meremortalsmedia
This week, we’re bringing you a double episode exploring the impact of COVID-19 on the sake industry here in Japan, and how that impact is beginning to reverberate through the international market.The entire nation of Japan, while never undergoing a formal lockdown, was officially placed on State of Emergency status as of April 7th, a state which continued until May 31st, with the country gradually easing restrictions in phases over the several weeks that followed, leading to a complete reopening on June 19th.During this period, restaurants and izakaya were requested to limit their hours of operation from 5am to 8pm, while closing all alcohol service by 7pm. This, combined with the request for the entire population to refrain from unnecessary travel, as well as shift to teleworking in all instances possible, transformed how people shopped, dined, and of course, accessed and consumed sake and shochu. As you might have guessed, for many breweries, wholesalers, retailers and restaurants, sake and shochu stocks became largely idle for months on end.While sales numbers have been gradually recovering since June, the number of people testing positive for COVID 19 have also been on the rise as of late, with Japan now experiencing what at this stage might be considered a “mild second wave.” As a result, dining establishments have again been asked to curtail their hours of operation for the month of August, closing by 10pm, with particularly dense dining and entertainment districts in parts of Osaka being asked to cut back their hours of operation even further.These front-line sales tend to get a lot of attention, however it’s the beverage’s deep agriculture ties, along with the particular timing of the pandemic which might result in a truly devastating fallout down the road. We discuss this as well.To be honest, there’s still a lot that we don’t know. The impact from the past 6 months isn’t truly going to manifest itself for some time to come, and how the pandemic will develop both in Japan and internationally is, at this point, still anybody’s guess.However, we do feel a responsibility to sake lovers around the world to share what it is we do know, which is why over the past couple of months we’ve been conducting a series of short interviews, as well as discussing this reality amongst ourselves, in order to help paint at least somewhat of a picture as to where we stand as of the end of August 2020. For Part 1, we’ve edited together a series of excerpts from five different interviews that we conducted with individuals here in Japan who are in a position to offer particular insight into the impact COVID-19 on certain pockets or channels of the sake and shochu industries. Our guest include:・Yoshiro Okamoto – Vice President of the Japan Sake & Shochu Makers Association・Koichi Saura – President of Saura Co. Ltd. (makers of Urakasumi) and co-chairman of the Japan Sake & Shochu Makers Association・Takahiro Ibaragi – Head of the International Sales Division at Nihon Shurui Hanbai・Sam Mitsuya – Owner of Mitsuya Liquors・Shonnosuke Hiramatsu – Retail Sales Office at Imadeya When you’re done with this episode, Part 2 is already live, so you can jump over and continue this exploration whenever you’re ready. For Part 2 we bring your regular hosts Christopher Pellegrini, John Gauntner, Sebastien Lemoine, and Justin Potts together to anecdotally discuss the experience of the past six months. We hope you’ll find it to be an interesting supplement to the first-hand perspective provided in this episode.Between this and Part 2, we’ve left you with a lot to digest over the next couple of weeks. There’s still a long road ahead, but we’ll be in it for the long haul. We hope you’ll stick with us. If you’re looking for a great way to support, there’s always one:Keep kampai-ing. Part 2 is here.We'll see you in two weeks. Timestamps:0:00:21 Introduction0:05:56 Yoshiro Okamoto – Vice President of JSS0:12:47 Koichi Saura – President of Saura Co.
Here it is. You get four brothers, two poems (both Wendell Berry), one rant (okay maybe more), and zero regrets. God bless you all. Thank you for letting me and the crew be a part of your lives for as long as we were. I will never, ever, ever forget it. Here's the schedule: 0:01:00 - Introduction0:07:05 - The Chat1:12:46 - The Final Doubt Rant (that is honestly the best part of the podcast)1:35:52 - Signing Off, I love you all The most amazing thing about this episode is that, even with our time in the sun having past, WE STILL FOUGHT ABOUT DOUBT! Honestly, it is close to the most glorious moment of the podcast and I'd give anything to be able to pick insane fights with you all on something that will cause all of those participating to RAAAAAAAGE! Just a reminder, this will be up on Podbean, iTunes, and all other podcast services for two more weeks, then we're going offline. I'd encourage those of you that want to save podcast episodes that you or a friend appeared on to save them quick. I saw that earlier in the week we got a few hundred downloads of older episodes, which I presume are people doing just this. I have the hard copies on my computer, but I'd prefer that everyone download them on their end. But if you're ever needing one, just message me and I should be able to get it to you pretty quick.
Here it is. You get four brothers, two poems (both Wendell Berry), one rant (okay maybe more), and zero regrets. God bless you all. Thank you for letting me and the crew be a part of your lives for as long as we were. I will never, ever, ever forget it.Here's the schedule:0:01:00 - Introduction0:07:05 - The Chat1:12:46 - The Final Doubt Rant (that is honestly the best part of the podcast)1:35:52 - Signing Off, I love you allThe most amazing thing about this episode is that, even with our time in the sun having past, WE STILL FOUGHT ABOUT DOUBT! Honestly, it is close to the most glorious moment of the podcast and I'd give anything to be able to pick insane fights with you all on something that will cause all of those participating to RAAAAAAAGE!Just a reminder, this will be up on Podbean, iTunes, and all other podcast services for two more weeks, then we're going offline. I'd encourage those of you that want to save podcast episodes that you or a friend appeared on to save them quick. I saw that earlier in the week we got a few hundred downloads of older episodes, which I presume are people doing just this. I have the hard copies on my computer, but I'd prefer that everyone download them on their end. But if you're ever needing one, just message me and I should be able to get it to you pretty quick.
Why should you care about how you breathe and what is the difference between nasal and mouth breathing? In this themed episode Juan and Kyrin discuss the topic of 'Breathing'. The crew start off with some fun facts, like that continuous breathing through your mouth can actually change the shape of your face. This tends to be a deleterious change and there are in fact numerous benefits to gaining your oxygen nasally versus through the mouth.The MM crew then get onto techniques (Wim Hof method/Valsalva) as well as their own personal experiences of altering their breath while swimming, exercising and practising breath holds. The body has some amazing adaptations that allow longer hold times (such as the dive reflex) and it is actually possible to breathe through an oxygen-rich liquid called Perflurocarbons. The conversation is ended with some pragmatic outcomes and some fantastic news on the podcast front. As always, we hope you enjoy, Mere Mortals out!Timeline:0:00 - Introduction0:55 - Mere Mortal Moments4:27 - Definition & techniques6:10 - Fun facts on breathing8:21 - Mouth breathing changes the shape of your face10:30 - Benefits of nasal breathing13:30 - Wim Hof breathing example and observations16:08 - Changing your ventilation during exercise19:21 - How Juan took in air while swimming21:42 - Valsalva technique for heavy squatting24:08 - The 4 vital signs of life26:56 - Liquid breathing and PFC's30:38 - The Dive Reflex32:45 - Unconscious vs voluntary breathing34:51 - Juan and his sister; the crazy siblings38:49 - Kyrin's max breath hold and variations40:42 - Pragmatic outcomes from the conversation44:52 - Final sum up and some fantastic news!About Mere Mortals:Striving for excellence through life's lessons. Learnings from podcasts, interviews, book reviews and reflection on how to push beyond a Mere Mortal.Connect with Mere Mortals:Website: https://www.meremortalsmedia.com/Instagram: https://www.instagram.com/mere_mortals_media/Facebook: https://facebook.com/Meremortalsmedia
The original test pilot for the DAVE LEE DOWN UNDER PODCAST, including an introduction to Dave and the show and a discussion on the Pandemic's affects on the 2020 movie release slate.CO-HOST: Old Mate RickON THIS EPISODE0:00 Introduction0:32 Show Start07:26 ABC's War on Podcasts12:40 2020 Pandemic Effect on Movies / Delayed Movies21:21 Is It Too Early to Re-Open Cinemas?26:51 Christopher Nolan's TENET Opening Backlash34:36 Movies Shifted to Streaming Services & VOD41:10 Disney's MULAN Going Direct to Disney+ For Extra Cost Is It Worth It?53:15 What I've Been Watching55:20 Subscriber Questions59:33 Show WrapFIND ME ON:YOUTUBE - Dave Lee Down UnderTWITTER - @daveleedwnundrINSTAGRAM - @daveleedwnundrAMAZON US AFFILIATE STORE - https://www.amazon.com/shop/daveleedownunderAMAZON UK AFFILIATE STORE - https://www.amazon.co.uk/shop/daveleedownunder
Game Brain: A Board Game Podcast with Matthew Robinson and his Gaming Group
0:00:00 Introduction0:06:45 Game NightRussian RailroadsTeotihuacanYokohamaForum Trajanum0:12:48 Game NewsTapestry: Plans & PloysWolfgang WarschHigh RiseDune: ImperiumPrincess Bride Adventure Book GameHarry Potter: House Cup CompetitionGlen More II: Highland GamesTwilight 20000:38:40 Games on the Brain0:51:05 Game Review: La GranjaLa Granja1:23:50 Host Segment: Going Deep1:43:45 Game SommelierParanoia RPG3:16 Carnage Amongst the StarsFiascoDi Profundis
A lot has been happening in the Australian property market in the last few months. Today we wanted to speak specifically about the Brisbane market, where is it at, what’s the good suburbs and are there any good investments in that area? Book a Free Property Strategy Session 0:00 – Introduction0:32 – Quick catch up1:03 […] The post Brisbane Property Update August 2020 appeared first on On Property.
A lot has been happening in the Australian Property Market lately and today I wanted to share information from the Property Update article from 27th July 2020. Property Update Article: https://propertyupdate.com.au/australian-property-market/ 0:00 – Introduction0:40 – Changes in Australian Property Prices3:10 – Early market indicators5:05 – New properties for sale and rent5:40 – Rental markets6:25 – […] The post Property Market Update July 27th 2020 appeared first on On Property.
Recording Date: July 3, 2020 -- -- -- The team sat down with good friend, DancingViru, to continue our exploration through the lore of League of Legends with a deeper dive into the story in this session. Starting with a look at the transition of the gaming mechanics into the lore, we discussed the various major geography aspects within the narrative. Using the events of Bilgewater, Viru discussed how lore and gameplay are blended together uniquely within the series. To close out, the team gets a chance to chat about various champions...with a special focus on those unique characters who hail from Bandle City. This episode serves as the second half (i.e., the "Advanced Session") to the topic, completing the weekly topic discussion from the FFC Podcast team. -- -- -- Timestamps of Note within Episode 0:01:00 - Introduction0:02:45 - Transition from Mechanics to Narrative0:14:30 - League of Legends as a Multiverse0:18:00 - Narrative Changes in Reboot0:19:45 - Geography0:24:45 - Event Example: Bilgewater Event0:37:45 - Thoughts on Lore Presentation Style0:40:45 - Favorite Character Callouts0:46:30 - Runeterra's History0:56:30 - How to Enter League1:04:30 - Shoutouts -- -- -- As always, please be sure to check out The Lore Network for other content creators dedicated to bringing you high quality, entertaining, and relevant content focused on exploration and explanation of stories from every medium. Become a Podbean Patron to FFC Follow / Subscribe to FFC on Twitch