Podcasts about merk investments

This weekend's show dives into the critical crosscurrents shaping markets today - from the whipsawing S&P to bond market tremors, US fiscal recklessness, and the resurgent gold and silver trade. Mike Larson (MoneyShow) and Axel Merk (Merk Investments) unpack the volatility, dissect the macro trends, and spotlight where savvy investors should be focusing their firepower.   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review!   Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.   Segment 1 & 2 - Mike Larson, Editor-in-Chief at Money Show, shares a big-picture market outlook amid rising volatility, U.S. fiscal concerns, and shifting sector opportunities. He explains how fading tariff fears have given way to deeper worries over deficits and bond market stress, outlines selective bullishness in gold, defense, and energy, and discusses why precious metals and Bitcoin may outperform in a fractured financial landscape. Click here to find out about the upcoming MoneyShow conferences.    Segment 3 & 4 - Axel Merk, President and CIO of Merk Investments, joins the show to discuss global market volatility, U.S. monetary and fiscal shifts, and the rising appeal of gold. He outlines how trade disruptions, rising interest rates, and fragmentation in global capital flows are reshaping the financial landscape, explains why gold is regaining institutional interest while miners remain under-owned, and highlights how improved margins and financing activity suggest we're still in the early stages of a precious metals bull market. Click here to learn more about Merk Investments.  

Axel Merk of Merk Investments rejoins the podcast to discuss his view that Trump's tariffs have fundamentally unbalanced the global financial order. This has created real risks, but also opportunities… This podcast was recorded on Wednesday, April 30 and was made available to premium subscribers the following day. More information on premium subscriptions is available here. Content Highlights The ‘plumbing' of the global financial system has been upended as a result of tariffs (1:35); China will not dump all their US Treasury holdings overnight. But tariffs will impact future flows. A fragmentation away from US dollar-denominated assets is likely (6:50); Are tariffs inflationary or deflationary? They're a supply shock: stagflation is the result (10:42); If global trade is impeded and ultimately curtailed, how does this not end badly for economic growth? It will require a mental change from the existing environment. Fortunately, history has ample examples of this transition… (16:19); Europe and China may face trouble in this new world order. So will Turkey. “There will be more tension” (24:45); The case for gold and gold miners (32:16); Does the US enter recession this year? Economic numbers are going to be distorted, so it may not matter. But the spike in imports heading into tariffs will almost certainly create inventory build-up… (37:18). More on the Guest Website: MerkInvestments.com; Twitter/X: @AxelMerk LinkedIn post referenced in the podcast.

Axel Merk, CIO and founder of Merk Investments with over $2 billion in AUM, shares his perspective on the current macro landscape. He explores how Trump's executive policies around trade and tariffs might alter the "plumbing" of the global financial system, potentially disrupting international capital flows that have long benefited the US. Merk discusses gold's performance as a possible warning signal, stagflationary risks in the economy, and why there is "no such thing as a safe asset" in today's investment environment. With 30 years of investment experience, he provides analysis on monetary policy, inflation concerns, and portfolio diversification strategies for navigating these uncertain times.This episode is sponsored by Monetary Metals. Visit https://monetary-metals.com/juliaTimestamps0:00 Intro and welcome Axel Merk1:11 The big macro picture - viewing through executive policy3:34 Disruption to global financial flows4:30 Potential consequences of changing financial plumbing6:51 Role of the Federal Reserve in market disruptions8:25 What the market gets right and wrong10:26 Gold as a contrarian indicator11:57 Drivers behind gold's performance14:54 Axel's position on gold investments16:00 Investment advice for different types of investors19:12 The "popcorn" investment strategy20:31 Stagflationary risks remain22:05 Growth potential amid regulatory changes24:53 Managing investment risks in volatile times27:47 Long-term debt and entitlement concerns30:46 Global reflation efforts vs US fiscal contraction31:42 Where to find Axel Merk and final thoughts

As market uncertainties rise, an age-old asset is regaining its allure—gold. In this episode, we delve into the shifting dynamics of the gold market, featuring insights from experts who navigate this fertile landscape. With gold prices climbing, there's palpable excitement among industry players, but is it justified? Our discussion uncovers the reasons behind the renewed interest in gold mining stocks, contrasting the performance of larger companies versus promising junior miners.We take you through the upcoming BMO conference, where executives gather to discuss the future of the gold sector—a hotspot for the latest investment opportunities. With insights into recent U.S. gold import data and the implications of political and economic factors, our guests help clarify what investors should watch for moving forward.Join us as we explore the dispersion of returns within the gold mining sector and underscore the importance of active management. We'll guide you through the complexities of investing in gold and emphasize how macroeconomic trends affect gold prices. It's a golden opportunity to be informed about an asset that has historically weathered economic storms.Whether you're a seasoned investor or new to the gold game, this episode promises rich insights that could elevate your investment strategy. Tune in, engage with our content, and navigate this intriguing financial landscape with us. Don't forget to subscribe and share your thoughts!DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Merk Investments and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Exclusive interview with Axel Merk of Merk Investments. Money Metals' Mike Maharrey and Axel breakdown the Trump effect and how the second Trump administration is likely to sway markets, especially precious metals. Axel also highlights the broader global instability he's seeing and the rise of populism as factors that could boost demand for gold as a safe haven asset. | Do you own precious metals you would rather not sell, but need access to cash? Get Started Here: https://www.moneymetals.com/gold-loan

In this interview, Axel Merk, President & CIO of Merk Investments discusses the Federal Reserve's latest actions and why their "bazooka" could have a significant impact on you. We also explore why GOLD is increasingly seen as the last refuge for investors in uncertain times. Axel provides thoughtful analysis on the Fed's strategy, market trends, and practical advice for 2025. If you're looking for ways to protect your portfolio and prepare for the year ahead, this conversation offers valuable perspectives to guide your decisions. #gold #FED #popcorn ----------- Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------

Join us for a compelling conversation with Axel Merk from Merk Investments, as we unravel the complexities of risk management and the significant role gold plays in investment strategies. Discover how Axel transitioned from tech investing to managing an impressive $1.6 billion in gold and gold mining investments. This episode promises insights into the critical nuances of hedging, disciplined investment strategies, and the lessons learned from financial upheavals like the 2008 crisis. We'll discuss how maintaining a balanced portfolio and avoiding overexposure can safeguard your investments when markets appear deceptively calm.Explore the psychological and emotional dimensions of investing, particularly when facing substantial portfolio declines. Axel Merk and I dissect the common gap between expected and actual investor behavior during downturns, emphasizing the importance of understanding one's risk tolerance. Learn about the strategic use of gold as a hedge, its fluctuating correlations, and the potential benefits during economic instability. The discussion extends to the mining sector, with insights into the impacts of deregulation, the volatility of energy costs, and the essential role of management teams in executing successful projects on time and within budget.We wrap up with a forward-looking perspective on economic forecasting and the intriguing potential of AI in refining investment strategies. The conversation touches on the challenges of navigating deregulation and fiscal policy, underscoring the importance of diversification and realistic market expectations. Axel and I consider why mid-cap and development-stage companies may offer more potential in the gold mining sector, given their venture capital-like dynamics. As we close, I express gratitude to Axel Merk for his invaluable insights and share plans for a networking luncheon in Manhattan with industry leader Hal Lambert. Join us as we connect with the minds shaping the future of investing.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Merk Investments and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice relate Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Can the victory of a political figure like Trump really reshape market dynamics? Our guest, Axel Merk of Merk Investments, joins us to shed light on the fascinating ripple effects of political change on market behavior. We unpack the impact of a weakening Australian dollar on the gold mining sector, where miners find unexpected advantages in reduced labor costs vis-a-vis gold prices. Axel shares his insights on the post-election market scene, delving into the performance of small-cap stocks like the Russell 2000 and the effects of anticipated regulatory shifts and tariffs.The fast-paced world of cryptocurrency is next on our agenda, where we navigate the complex web of regulatory and political influences. Platforms like Interactive Brokers and E-Trade offer stability in a landscape often rife with speculation. We ponder the potential expansion of the US's role in the crypto space, alongside the possible economic policy shifts under full Republican control. From fiscal discipline to the concept of a Bitcoin reserve, we explore how these elements might chart the future course of capital markets.As the episode unfolds, we tackle the challenges and opportunities businesses face under a new administration, especially in highly regulated industries. With gold prices steadfast around $2,700 an ounce, we reflect on the gold mining sector's resilience amid volatile currency markets and pandemic-induced expenses. The discussion broadens to consider diversification strategies, spotlighting the enduring strength in commodities, energy, and materials. Throughout, we provide valuable insights into investment strategies with a nod to historical market trends, investor sentiment, and the timeless allure of gold as a hedge against global uncertainties.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.Sign up at LearnCorporate.com and take control of your career and finances. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

After waiting over three years for "one of the worst recessions ever anticipated that never happened," Edward Yardeni, president and chief investment strategist at Yardeni Research, says that the economy is now moving forward without much recession worry, buoyed by consumer spending — especially from Baby Boomers — and rate cuts from the Federal Reserve that he considered mostly unnecessary. Yardeni sees the economy going through another "Roaring 20s" period, and while the one a century ago ended in the Great Depression, he does think that outcome is not inevitable provided the government can keep debt and deficit levels under control while riding out the benefits of the "Digital Revolution" that includes all of the excitement around artificial intelligence and technology. Kendall Dilley, portfolio manager at Vineyard Global Advisors says the market's technicals are showing all green lights for a continuing bull market, and investors should lean in and treat downturns as buying opportunities. Dilley makes a case for the Standard & Poor's 500 to reach 7,500, getting as high as 6,400 by year's end, with only "normal pullbacks" on the road to that higher level. Plus, we revisit a recent conversation with Axel Merk, president and chief investment officer at Merk Investments — manager of the ASA Gold and Precious Metals — on why gold has worked better as a geo-political hedge than as a buffer against inflation.

The NAVigator this week offers a taste of the action from the Active Investment Company Alliance's 2024 Fall Roundtable, which was held on November 13 in New York City. Individual investor Jim Cohen discusses how consumers in closed-end funds are caught between activist "whales" and fund sponsors, wanting to hold funds to account to narrow discounts and improve management, but sometimes coming away with lesser results. Axel Merk, President and Chief Investment Officer at Merk Investments — manager of ASA Gold and Precious Metals Limited — discusses why gold has worked better as a geopolitical hedge but has been less successful as an inflation hedge. He adds that precious metals perform better in higher-rate environments, and he doesn't think the current round of rate cuts will go so far as to pose a problem for gold in the medium term.

Paul Christopher, head of global investment strategy at the Wells Fargo Investment Institute discusses the firm's research looking at whether campaign promises have translated into long-term outperformance for sectors that were likely to benefit from proposed policies, and while there were positive gains in the immediate aftermath of elections, many sectors underperformed the Standard & Poor's 500 Index over the following four years. As a result, Christopher suggests caution for anyone expecting president-elect Trump's "Drill baby drill" plan to turn into oversized oil-industry gains once he takes office. Todd Rosenbluth, head of research at VettaFi, turns to regional banks for his ETF of the Week, noting that while they have been up sharply since election day, there is reason to expect that this rally has legs. Plus, we have tow interviews conducted at the Active Investment Company Alliance's Fall Roundtable in New York on Nov. 13, where Chuck talked with individual investor Jim Cohen and then discussed gold and how it performs in an economy with falling interest rates but higher inflation with Axel Merk of Merk Investments and the ASA Gold and Precious Metals fund.

Axel Merk from Merk Investments joins us to unravel the complex and ever-evolving world of gold investing. If you're curious about how economic cycles and Federal Reserve policies shape gold's trajectory, this episode promises enlightening insights. Axel's multifaceted background in AI and currency management brings a fresh perspective to understanding gold as a stable asset amid economic fluctuations.Our discussion shifts gears to the gold mining sector, highlighting the differing strategies and financial discipline of large and small mining firms. Discover how smaller mining companies act as options on gold discoveries, navigating unique challenges like funding access and competition with speculative investors. Dive into the junior mining space to uncover potential investment opportunities and strategies for capitalizing on market volatility with active management, particularly through closed-end funds.We emphasize the critical role of transparency in managing gold mining funds, discussing efforts made to enhance investor communication and fund valuation. Axel sheds light on the importance of geographic diversification and strategic avoidance of certain regions, while addressing misconceptions about gold miners and market conditions. As we wrap up, the episode underscores the necessity of diversification in investments and invites you to explore these topics further in our upcoming webinar.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Merk Investments and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Gold continues to trade near all-time highs. As the broader market sees interest rate cuts and improving inflation mixed with challenging federal deficits, an election and other factors, where can investors find potential opportunities? Gain insight into gold, precious metals and minerals with a sector review and outlook from Merk Investments President and Chief Investment Officer Axel Merk. Merk Investments focuses on gold, precious metals, and minerals, and is the Advisor to ASA Gold and Precious Metals Limited (ASA), a closed-end precious metals fund.

Welcome to The KE Report Weekend Show! Another eventful week in the markets, starting with a big global market dop on Monday that was bought back throughout the week. Amazingly the major averages in the US closed the week pretty much where they ended last week. The most important question being, are we at the start of the bear market or was Monday simply a great time to buy the dip?    We get that question answered for you on this weekend's show! Segment 1 and 2 - Mike Larson, Editor-In-Chief at MoneyShow kicks off the show discussing the dramatic shifts in the Japanese markets, market reactions to U.S. Federal Reserve decisions, and the broader implications for global financial markets. Mike provides insights into both the immediate and long-term perspectives, including his 'Five-Point Checklist' that would signal a bearish market. The theme of rotation remains so we focus on the areas Mike sees as the best opportunities for investors.  Click here to find out about the upcoming MoneyShow conferences. Segment 3 and 4 - Axel Merk, CIO Merk Investments  shares insights on market corrections, the role of the Federal Reserve, comparisons to the dot-com bubble, and the impact of volatility in various sectors, including tech and precious metals. We also discuss the future of gold and silver stocks, potential Federal Reserve rate cuts, and other defensive investment strategies. Click here to learn more about Merk Investments.   

Welcome to The KE Report Weekend Show! We are sticking to the gold, silver and copper markets this weekend analyzing pricing and equity investment trends.   Segment 1 and 2 - Matt Geiger, Managing Partner at MJG Capital shares his insights on copper market trends and portfolio strategies. We start by recapping the updates to his portfolio, and a deep-dive into the copper market dynamics. Matt shares his strategies and recent investment moves, including a major allocation to copper and a new high-grade copper discovery. Click here to learn more about MJG Capital. Segment 3 and 4 - Axel Merk, President and CIO of Merk Investments wraps up the show discussing trends in gold ETFs, including inflows and outflows, and the current state of the gold market. Axel provides insights into investor behaviors, and the broader commodity market including gold, silver, and copper. Click here to learn more Merk Investments.    

Yesterday, May 1 2024, the Federal Reserve issued its latest policy statement, followed by a press conference by Fed Chair Jerome Powell. The Fed held its policy interest rate steady at 5.25%, as expected. Somewhat surprising to Wall Street was the Fed's announcement that it will reduce the scope of its Quantitative Tightening program starting in June. US Treasury roll-off will be reduced to $25 billion per month, down from the current $60 billion per month. Above and beyond that, Jerome Powell admitted that inflation is proving more stubborn to tame than the Fed hoped at the start of the year, and that getting it down sustainably to the Fed's 2% target will "take longer than previously expected". This essentially is admitting that interest rates will stay hike for EVEN longer. In this video, Fed-watcher Axel Merk of Merk Investments joins Thoughtful Money host Adam Taggart to provide an immediate reaction to the Fed's guidance and take live Q&A from the viewing audience. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #interestrates #inflation #federalreserve

Tom Bodrovics welcomes back Axel Merk, CEO of Merk Investments, who manages investments worth $1.2 billion in gold and related assets. They discuss the ASA closed-end fund, which invests in precious metals mining, processing, or exploration companies, and is unique due to its longer-term focus compared to ETFs. Merk took over management in 2019 and transformed it into an investment vehicle for junior mining companies. This fund helps small development and exploration firms by providing capital during funding rounds and increasing their share prices, making them more attractive to larger investors. Merk also talks about the potential impact of the Federal Reserve's monetary policies on gold mining and equities during economic downturns or periods of easing financial conditions. He shares his past predictions for a possible recession in 2023 but acknowledges recessions are unpredictable. Merk believes that gold miners provide value over the long term, despite risks, and stresses the importance of risk assessment. Axel discusses Saba Capital Management's ongoing attempts to gain control over ASA Gold and Precious Metals Limited. If successful, this could negatively impact the mining industry due to potential cost-cutting measures or changes to the fund's mandate. Despite expressing support for ASA as a fund manager, Axel encourages constructive dialogue between all parties. Axel highlights ASA's unique features that make it difficult for activists like Saba to achieve their goals easily. The future implications include continued engagement with Saba or potential liquidation if they gain control, and the importance of shareholder votes in the outcome. Investors are encouraged to stay informed and vote in proxy contests. Time Stamp References:0:00 - Introduction0:38 - ASA Closed End Fund3:42 - Funding for Juniors10:43 - The Monetary Environment15:26 - Fed & Distorted Data17:57 - Recent Moves in Gold20:50 - Closed Vs. Open Funds25:08 - Strategic Investments26:42 - ASA Board Concerns32:16 - SABA Contested Proxy35:10 - A Call to Shareholders37:30 - Friday Apr 26 Vote41:06 - Future for the Fund?44:33 - Wrap Up Guest Links:Twitter: https://twitter.com/AxelMerkWebsite: https://www.merkinvestments.com/Blog Post: https://www.merkinvestments.com/insights-and-reports/2024-03-18Website: https://asaltd.comLinkedIn: https://www.linkedin.com/in/axelmerk/detail/recent-activity/Amazon Book: https://tinyurl.com/4ebpcaew Axel Merk is the President and Chief Investment Officer of Merk Investments, manager of the Merk Funds. Founder of the firm bearing his name, Merk is an expert on macro trends. He is a sought-after speaker, contributor, and author; Axel Merk's book, Sustainable Wealth, describes how the greater economic universe works, how it might affect your finances, and how to manage those finances to seek financial stability. Axel Merk holds a B.A. in Economics (magna cum laude) and an M.Sc. in Computer Science from Brown University. Axel Merk founded Merk Investments in Switzerland in 1994; in 2001, he relocated the business to California. He has grown Merk Investments into an investment advisory firm offering investment funds and advisory services on liquid global markets, including domestic and international equities, fixed income, commodities, and currencies. Axel lives in the San Francisco Bay Area with his wife and their four children. Furthermore, he is a marathon runner and a private pilot.

In this episode, Trevor interviews Axel Merk from Merk Investments about the ASA Gold and Precious Metals Fund. They discuss the history and unique structure of the fund, which invests in small exploration and development companies in the mining sector. They also talk about the current pressure the fund is facing from an activist investor, Saba Capital Management. Axel emphasizes the importance of retail investors voting their shares to protect the fund and the funding infrastructure for small miners. The proxy vote for shareholders is on April 26th.

Axel Merk, President and CIO of Merk Investments and Manager of the ASA Precious Metals Fund joins us to discuss the activist investor going after the ASA Fund and how this relates to the funding environment for junior resource stocks. We have heard for years how difficult it has been for junior companies to raise money. Major miners have consolidated and are focused on disposing of assets rather than acquiring juniors, exchanges have made it tougher for investors outside of Canada to fund companies, and costs continue to rise. All of of these factors build on themselves and put pressure on junior companies to do the work needed to discovery and grow assets.   Axel shares his insights on where money could come from and what he focuses on when investing and funding junior exploration companies.   Click here to visit the ASA website to learn more about the fund.

The price of gold has experienced a breakout over the past month and a half. What does that mean? Is that a sign that investors are worried about higher inflation to come? Or that capital is fleeing to safety in advance of approaching economic trouble? Or is this price surge due to speculative zeal? For answers, we turn to capital manager Axel Merk and his team at Merk Investments, who manage several funds that invest in the precious metal sector. We'll also ask them their thoughts on the future prospects of the gold and silver mining companies. Will their performance catch up to, and perhaps outpace that of the metals soon? WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #goldprice #silverprice #miningstocks

Axel Merk, Merk Investments President and Chief Investment Officer at Merk Investments, who manages two Gold ETFs, analyzes Fed Policy and the Gold Market. He believes that Gold will perform even better in a hard landing and is worried a hard landing could be on the horizon. He says that retail investors are still lukewarm about Gold and that hot money has been chasing crypto and not Gold. This allows us some time to position. 0:00 Intro1:00 Big Picture View3:35 Federal Reserve Policy Now8:00 Gold vs. Stock Market11:40 Retail Investors Still Lukewarm About Gold14:55 Gold ETF Flows17:05 What Could Go Wrong in Economy19:45 Geopolitics Impact

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney April 2nd, 2024Featuring: Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, discusses fixed income opportunities in 2024 and positioning for a correction Jason Furman, Professor of the Practice of Economic Policy at Harvard, on the "balance of worry" in the Feb jobs report, and why we could be tilting from inflation to recession Axel Merk, co-founder and CIO at Merk Investments, on how high gold can go Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

With current market dynamics, Merk Investments President and Chief Investment Officer sees significant upside potential in junior gold miners, the focus of ASA Gold and Precious Metals Limited (ASA). At the same time, ASA shareholders have an important vote on its Board of Directors, which could impact the Fund. Gain insight into the current market, ASA's strategy, and the need for shareholders to vote in the latest CEF Insights Podcast episode.     Merk Investments focuses on gold, precious metals, and minerals, and is the Advisor to ASA Gold and Precious Metals Limited (ASA), a closed-end precious metals fund. Learn more here.   

As the Federal Reserve confirms plans to cut interest rates later this year, Jay Powell's shifty stance on inflation has left many Fed watchers scratching their heads – and others crying foul. Also, don't miss our exclusive interview with Axel Merk of Merk Investments. | Do you own precious metals you would rather not sell, but need access to cash? Get Started Here: https://www.moneymetals.com/gold-loan

Yesterday the Federal Reserve Market Committee announced it has chosen to keep the Federal Funds Rate steady for now, but when that changes, a rate cut is much more likely than a rate hike. In fact, the FOMC now expects it's probable it will cut rates three times in 2024. Following the release of this announcement, Fed Chair Jerome Powell held a press conference where he clarified the Fed's thinking. Powell projected a largely positive vibe, pleased that inflation is declining, economic growth is slowing from the frothy levels seen in Q3, and that the labor market is "coming back into balance". He no longer expects a recession in 2024. Stocks, bonds, commodities and nearly ever other financial asset shot higher on the news. So, is this this "all clear"? Is it time for the bulls to run? Or may history repeat itself, as most recessions follow the first rate cuts made after a hiking regime? To find out, we talk with experienced Fed-watcher Axel Merk of Merk Investments, and take live audience Q&A. Follow Axel on X/Twitter at  @AxelMerk  SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ #federalreserve #inflation #interestrates

Axel Merk, president and chief investment officer of the Merk Funds and Merk Investments, says that "higher for longer is not a strategy," which means that the Federal Reserve is setting up investors for a longer-lasting fallout than investors expect now. As a result, Merk says that the downside risk of the market right now is much greater than the upside potential now. Jeff Bishop of Raging Bull and Bullseye Trades sees the market as taking a small setback before the start of a Santa Claus rally that carries into the New Year, portending a strong year ahead for the market in 2024. Plus, Mike Taggart, closed-end fund specialist at Aberdeen, says that discounts in closed-end funds are "overplayed," and that investors who focus instead on income will likely be happier with the long-term outcome from their investments, and Patrick Healey, president of Caliber Financial Partners, talks stocks in the Market Call.

Welcome to the KE Report Weekend Show. On this Weekend Show we focus on the gold and energy markets with Axel Merk and Josef Schachter. We discuss a wide range of factors driving price, what key catalysts are on the horizon and we dive down into the stocks.   We hope you all enjoy this Weekend's Show! Please keep in touch with Shad and me through email. our email addresses are Fleck@kereport.com and Shad@kereport.com.   Segment 1 and 2 - Axel Merk, President and CIO at Merk Investments kicks off the show with a focus on the gold market and the balance between market weakness, higher interest rates, higher US dollar and geopolitics. We also ask why the gold stocks remain unloved and what will cause that valuation gap to change. Click here to learn more about Merk Investments. Segment 3 and 4 - Josef Schachter, Founder of the Schachter Energy Report wraps up the show with by recapping the most recent oil and natural gas data then sharing a number of stocks he likes. We spend more time on the energy stocks as I just attended Josef's conference where I got to spend a lot of time with the energy companies.  Click here learn more about the Schachter Energy Report.

Since fall 2022, the inflation rate has slowed but remains a significant issue as interest rates stand over 5% and geopolitical tensions remain heightened. In this CEF Insights Podcast episode, Merk Investments President, Chief Investment Officer & Portfolio Manager Axel Merk and Vice President & Portfolio Manager Peter Maletis share views on the impacts of inflation and interest rates on U.S. and global economies, and on gold, precious metals, and minerals going into 2024.     Merk Investments focuses on gold, precious metals, and minerals, and is the Advisor to ASA Gold and Precious Metals Limited (ticker: “ASA”), a closed-end precious metals fund.  

Fondsmanager und Investor Axel Merk kennt die Märkte aus nächster Nähe, er verwaltet mehr als eine Milliarde Dollar und hat schon lange vor der Inflation gewarnt.Merk Investments: https://www.merkinvestments.com/Axel Merk auf Twitter: https://twitter.com/AxelMerkLinktree: https://linktr.ee/axelmerk***Herzlichen Dank an unsere Sponsoren!⚡️ CoinfinityDein Partner für die langfristige Bitcoin-Strategie.

Long-time macro investor Axel Merk (@AxelMerk), Chief Investment Officer of and founder of Merk Investments, returns to the pod for episode 70 and a wide-ranging conversation on monetary policy, the economy, the banking crisis, problems plaguing commercial real estate, the U.S. Dollar, gold and more. In this episode, Merk points out how the economy is a mess. He also explains that those in the “soft landing” camp are ignoring “the big elephant in the room,” which is the bank balance sheets exposed to interest rate risk and commercial real estate. He later adds that the Fed's actions are converting an acute problem into a chronic problem, where banks with holes in their balance sheets will lend less, which is a headwind to growth.  Axel has grown Merk Investments into a $1 billion investment advisory firm offering investment funds and advisory services on liquid global markets, including domestic and international equities, fixed income, commodities and currencies. 0:00 Intro 1:50 Welcome Axel Merk 2:22 Background in macro 3:32 Deep dives into central banks  4:00 The Fed is higher for longer  4:53 Big elephant in the room are the banks  6:02 Banking crisis is still here 8:40 Banking system limping along  10:38 Policymakers will bend the rules  11:29 People will invest based on next bailout as opposed to fundamentals  13:00 Commercial real estate  15:22 How to fix banks  20:07 Moral hazard?  21:30 Banking is risky  23:22 SVB depositors 29:00 Converting acute problems into chronic problems 30:00 Inflation 34:00 Stagflation a longer more persistent issue 48:00 Dedollarization  51:47 Risk of people moving out of the dollar is more than theoretical  56:41 Debt ceiling fight  1:01:01 Capitalism 

We still live in an era where the markets hang on every word uttered by the Federal Reserve and its chairman Jerome Powell. Last week saw the Fed raise the Federal Funds Rate by a quarter percent, as was expected. Then Jerome Powell spoke and the markets immediately started spiking higher, which very likely was not what he was hoping for. For several quarters now, the Fed has been locked in a game of chicken with the markets, who expect the Fed to reverse policy substantially sooner than Jerome Powell is trying to guide the public. Who's like to be proven right -- the markets or the Fed? For perspective, we welcome back one of the best Fed-watchers we know, Axel Merk, President and Chief Investment Officer of Merk Investments back to the program. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. There's no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead? Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: https://www.wealthion.com/ ************************************************* IMPORTANT NOTE: The information and opinions offered in this video by Wealthion or its interview guests are for educational purposes ONLY and should NOT be construed as personal financial advice. We strongly recommend that any potential decisions and actions you may take in your investment portfolio be conducted under the guidance and supervision of a quality professional financial advisor in good standing with the securities industry. When it comes to investing, past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss.

In the first segment of this week's long-form, we reconnect with Axel Merk and Merk Investments and Merk Insights to discuss the unsurprising FOMC decision for a 25 bps hike and the somewhat suprising (to some) market reaction off the Jerome Powell presser. Axel talks gold, its move the past few months and this blip sell-off late in the week. We then get the final corporate updates from Meridian Mining, Ascot Resources, Dolly Varden Silver and ATAC Resources all recorded from VRIC. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. ASCU is an early-stage copper developer and explorer of the Cactus Mine and its satellite project, Parks/Salyer, both situated on a 4km mine trend on private land in Arizona's porphyry copper district. Opportunity for significant growth and scale exist along the trend, while future capex requirements outlined in the Cactus PEA benefit from significant onsite and nearby access to infrastructure. The Company is led by an executive management team and Board which have a long-standing track record of successful project delivery in North America. For more information, please visit www.arizonasonoran.com. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.

Axel Merk who is president and chief investment officer of the Merk Funds and Merk Investments, says that while there are signs that the economy is improving, we're 'not out of the woods yet,' and the Federal Reserve 'can't declare victory.' Still, he thinks the central bank will get into wait-and-see mode after two more interest-rate hikes, noting that there may not be a trend reversal this year but that just stopping the hikes should be seen by investors as a good sign. Also on the show, Julie Ramhold, consumer analyst at DealNews.com, tells Chuck -- and you -- how to get a better bargain, or at least a better fit, if you are shopping for gym memberships now that the busy holiday period has ended and, in the Market Call, Mike Cerasoli, portfolio manager for the TrueShares Eagle Global Renewable Energy Income ETF gives his take on the energy market now.

Dec 22, 2022 – Nick Reece, VP of Macro Research and Investment Strategy at Merk Investments, gives listeners an update on the US economy, the broad market outlook, energy, commodities, and more. Nick says that the indicators are flashing...

Bloomberg News Senior Markets Reporter Katie Greifeld and Bloomberg News Bankruptcy Reporter Steven Church discuss FTX founder Sam Bankman-Fried being charged with eight criminal counts, including conspiracy and wire fraud, for allegedly misusing billions of dollars in customers' funds before the spectacular collapse of his cryptocurrency empire. Steven Skancke, Chief Economic Advisor at Keel Point and Bloomberg News International Economics and Policy Correspondent Michael McKee provide a preview on Wednesday's Federal Reserve rate decision. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Finance Team Leader Sally Bakewell share the details of the Businessweek Magazine story AmEx Hooked Big Spenders, Regained Throne With Pricier Platinum. Rocket Mortgage CEO Jay Farner talks about the mortgage business and the impact Fed policy has on home buyers. And we Drive to the Close with Axel Merk, President & CIO at Merk Investments. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

Macro expert Axel Merk (@AxelMerk), Chief Investment Officer of and founder of Merk Investments, joins Julia La Roche on episode 37 to discuss monetary policy, the economy, gold, and more. In this episode, Merk details the Federal Reserve's sledgehammer approach to monetary policy and why the central bank will likely push the economy into recession. He also shared his thesis on stagflation. Merk outlined why next year's market might be "more nuanced." He also shared his outlook on gold, the U.S. dollar, and more. Axel has grown Merk Investments into a $1 billion investment advisory firm offering investment funds and advisory services on liquid global markets, including domestic and international equities, fixed income, commodities and currencies. 0:00 Intro 0:31 Macro view 1:45 Sledgehammer approach 2:06 A more nuanced market in 2023 2:49 Central banks trying to fix their mistakes 5:14 Extremely counterproductive policies 6:18 Rates should be coming down 7:27 Fed is basically a debating club 8:11 The Fed needs a new framework 10:38 Why The Fed might pause hikes at the May meeting 13:00 Inflation outlook 16:40 Social implications of policy 19:24 Stagflation thesis 23:00 Investing in gold 25:30 3 types of gold investors 26:56 Gold is the purest indicator of monetary policy 30:24 U.S. Dollar outlook 32:48 What does a more nuanced market look like? 35:40 Merk's framework 40:20 Why invest in gold miners 45:00 Merk's journey in the financial markets 49:40 Building and growing a business 51:40 Pilot 53:13 Parting thoughts

Like it or not, central bank policy remains a principal driver of asset prices in the financial markets today. This year the Federal Reserve and many other central banks reversed years of easy monetary policy and began hiking interest rates & tightening their balance sheets. One of the worst years ever for stocks & bonds has ensued. As recently as last week, Fed Chair Jerome Powell answered comments for the public at the Brookings Institute and, given how they interpreted -- or possibly misinterpreted -- what they heard, the markets roared higher in response. So given its outsized influence, it's always wise to pay close attention to the dynamics at the Fed and assess what it's most likely to do next. To help us in that, we welcome noted Fed-watcher Axel Merk, President and Chief Investment Officer of Merk Investments to the program today. https://youtu.be/dGw2hep7Jcw ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. There's no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead? Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: https://www.wealthion.com/ Subscribe to our YouTube channel https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1 Follow Adam on Twitter https://twitter.com/menlobear Follow us on Facebook https://www.facebook.com/Wealthion-109680281218040 #bearmarket #fed #jobs ************************************************* IMPORTANT NOTE: The information and opinions offered in this video by Wealthion or its interview guests are for educational purposes ONLY and should NOT be construed as personal financial advice. We strongly recommend that any potential decisions and actions you may take in your investment portfolio be conducted under the guidance and supervision of a quality professional financial advisor in good standing with the securities industry. When it comes to investing, past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss.

Nick Reece is vice president of investment strategy at Merk Investments. His research focuses on the market and the economy. Throughout the pandemic, Reece's predictions for the economy and the stock market have been highly accurate. Now, with the Federal Reserve hiking interest rates in a bid to fight inflation, Reece admits it could do more harm than good. He has a better solution. NTD's Paul Greaney sat down with him to get his predictions on inflation, the economy, and where the stock market is heading as we round out 2022. ⭕️Watch in-depth videos based on Truth & Tradition at Epoch TV

Investors are seeking diversification amid ongoing market uncertainty, and allocating equities to the gold, precious metals, and minerals sector may offer this and other benefits. In this CEF Insights Podcast episode, Merk Investments President & Chief Investment Officer Axel Merk and Portfolio Manager Jamie Holman explore opportunities in the sector and share views on the U.S. and global economies heading into 2023.   Merk Investments focuses on gold, precious metals, and minerals, and is the Advisor to ASA Gold and Precious Metals Limited (ticker: “ASA”), a closed-end precious metals fund. 

Today, Kate's guest is Axel Merk, President and Chief Investment Officer of Merk Investments. Axel has three very different stocks he discusses today, and frames those within the current market and economic conditions. This episode includes: -Newmont, the world's largest gold miner, tends to be one of the first stock on the way up on optimism about gold, but also one of the first on the way down, as pessimism grows -Why Newmont and mining stocks are like “gold with a kicker” for investors who believe gold is boring -Why miners can give you leverage over owning just the hard asset of gold -Why the gold miners have to grow through acquisition, as resources get depleted, but investors wanted to see the big miners spend less money -How late-stage economic growth is generally good for gold and gold miners -Axel also discusses Walmart, which as a defensive stock, is a proxy for the current macro environment -As the economy is slowing, Walmart typically does better, as middle-tier consumers gravitate toward lower-cost stores -With a stagflationary environment, which can last a long time, investing in proxies for the consumer price index, like Walmart, can work as a defensive play -Why Walmart's lackluster performance since late 2020 is a feature of a defensive stock, rather than a bug -Why Axel considers AMC the speculative stock to contrast with a defensive like Walmart -Why he believes the Fed needs to see a contagion risk before they will stop tightening. -What factors to watch to determine when the Fed will stop tightening -Why the meme stock of tomorrow won't be the meme stock of today, like AMC -What makes Axel believe the market has not bottomed yet Stocks mentioned in this episode: Main discussion: Newmont (NYSE: NEM) Walmart (NYSE: WMT) AMC (NYSE: AMC) Twitter: @AxelMerk Merk Investments: https://www.merkinvestments.com/ Links mentioned in this episode: https://www.marketbeat.com This podcast is hosted by ZenCast.fm

This podcast episode was recorded on Sept. 16, with a short highlight clip containing the most actionable items released to premium subscribers that same day. The full episode was released to premium subscribers without ads or interruptions a day after recording.  Axel Merk, president and chief investment officer at Merk Investments, joins the podcast to discuss his views on stagflation, the Federal Reserve, U.S. dollar, and why the bottom is not yet in for stocks. Content Highlights Printing money does not fix supply issues. Next stop: Stagflation (2:59); The current environment simply is not conducive to taking risks (11:15); There's too much groupthink at the Fed and it's time for Jerome Powell to step down (13:21); The bottom for stocks is not in yet. The Fed needs to pivot first. What to watch for there (15:26); Background on the guest (24:43); The outlook for gold (31:20); How high might the Fed go with interest rates? (34:09). More Information on Axel Merk Website: MerkInvestments.com; Twitter: @AxelMerk; Merk Stagflation ETF and other funds: MerkFunds.com; Not intended as investment advice.

For this episode of the Planet MicroCap Podcast, I'm sharing with you the live Planet MicroCap Podcast panel I hosted at the Precious Metals Summit in Beaver Creek recorded last week. Joining me for this panel was Dr. Nicole Adshead-Bell, President at Cupel Advisory, Jamie Holman, Portfolio Manager at Merk Investments and Tavi Costa, Partner and Portfolio Manager at Crescat Capital. The original theme for the panel was "Pro Tips on Investing in Junior Miners", which we do answer, but the overall take home message from the live audience was our discussion about the Mining industry's PR problem. We unpack why mining has such a bad reputation with the average retail investor, why the negative sentiment in mining right now feels very different than past troughs, as well as what the mining industry needs to do to push back against the perception that mining is bad. My three guests are very experienced professional investors in mining, and wherever you land on the spectrum in terms of mining or precious metals in your portfolio, I think you will really appreciate their insights on this topic. Also, special thank you to the entire team at the Precious Metals Summit and the Levental Family for your hospitality and hosting one of the best MicroCap events on the calendar. For more information about Dr. Nicole Adshead-Bell and Cupel Advisory, please visit: https://www.cupeladvisory.com/ For more information about Tavi Costa and Crescat Capital, please visit: https://www.crescat.net/ For more information about Jamie Holman and Merk Investments, please visit: https://www.merkinvestments.com/index.php Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft  

Dr. Joanna Cohen, Director of the Institute for Global Tobacco Control at the Johns Hopkins Bloomberg School of Public Health, talks about the health effects of vaping. Bloomberg News U.S. Economy Reporter María Paula Mijares Torres shares the details of her story about a snowballing U.S. rent crisis that spares no city or income bracket. And we Drive to the Close with Axel Merk, President & CIO at Merk Investments. Hosts: Carol Massar and Mike Regan. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

Jul 27 – Today on FS Insider, Nick Reece at Merk Investments discusses whether the government is trying to pull the wool over everyone's eyes by changing the definition of recession. We also talk about the strong market reaction to the Fed's...

Axel Merk of Merk Investments joins the MSD podcast or the first time for today's market commentary. We discuss the move up today in the general equities while market participants continue to contemplate recessionary fears. I also ask him about junior mining and if the market is in a position willing to reward new discoveries.

Nick Reece, Vice President of Research at Merk Investments, joins Jack Farley to share his outlook on the business cycle. He goes through a checklist of topics to dive deeper into including inflation, unemployment rates, mortgage rates and more. Are we currently facing a recession? According to data that the Business Cycle Dating Committee uses, Reece seems to not believe so. But that's not to say that the US will not go through another recession at some point. Reece explains once job reports come out, we can determine economic projections. Filmed on July 7, 2022. -- Follow Nick Reece on Twitter https://twitter.com/nicholastreece Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ -- Bit.com is a full-suite cryptocurrency exchange launched by Matrixport, an integrated financial services firm headquartered in Singapore. Since August 2020, Bit.com has been online supporting the spot, perpetual, futures, fixed income and options products, with a particular highlight being pioneers to launch BCH options. Bit.com is the second-largest in the BTC and ETH options market. Call to action: For any further enquiry, please contact vip@bit.com. Sign up URL: https://bit.ly/3KlgLR3 App download URL: https://bit.ly/3xer6uI -- (00:00) Introduction (00:35) Nick's Outlook of the Business Cycle (11:13) Getting the Federal Reserve In Trouble (18:18) Expectations on Gas and Inflation (21:28) Unemployment and Inflation in the Cycle (28:54) Bit.com Ad (29:25) Recession on a Global Scale (32:10) PMIs (37:35) The Fed's Attempt to Combat Inflation (45:20) Where Priorities are Placed at the Federal Reserve (46:15) Projections for the Business Cycle (49:17) Asset Allocation (58:15) Looking at the Price to Earnings Ratio (1:00:45) Looking at Liquidity (1:04:58) Are We In A Recession? (1:09:58) Investments Nick Is Excited About -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Tom welcomes back Axel Merk to the show. Axel is the President and CIO of Merk Investments. Axel discusses the correlations between real rates and gold. Gold is supposed to be an inflation hedge, but people get frustrated when it doesn't immediately respond to inflation predictions. Consumers are seeing the problems in their wallet at the gas pump. Real rates are useful for predicting the markets. The Fed tells us what they want, but they don't explain how they plan to achieve their goals. Central banks often can't see the future because they rely on an idiotic backward looking framework. The Fed cares about bond markets. They aren't concerned about commodity prices. Ultimately, their goal is to keep the banks in business. The Fed is focused on demand, but doesn't know how to handle supply shocks. The political reaction to supply shocks is to provide additional stimulus or price controls, which exacerbate the problem. Instead, they should encourage additional production, and that won't be fixed by taxing and bashing companies. We're going to see volatile periods as people believe issues have been addressed only to see problems return in waves. Axel discusses how gold is the clear benchmark for measuring currencies. The Fed is petrified of a loss of market confidence; therefore they have to talk and possibly act tough. We're in an environment where many things are out of balance. Tech companies have stopped hiring, but other sectors can't get skilled labor. Ultimately, labor shortages are inflationary. Geopolitically, things seems to be fragmenting fairly rapidly. We could see a decline in security of the oceans and further conflict break out, which would also be inflationary. National interests globally are becoming quite complex. The ECB is the only effective agency in Europe, and they are focused on green energy but don't appear concerned with inflation. The dollar index is very biased toward the Euro. There are huge problems with energy policy in Europe, and now they are realizing that nuclear may be the only sustainable solution for the environment. Time Stamp References:0:00 - Introduction0:30 - Gold & Real Rates7:00 - The Fed Message12:40 - Price Controls15:10 - Gold & Money Supply16:00 - Currencies & Gold17:00 - Gold Miners & Gold19:30 - Gold & CFTC Chart21:00 - Fed Pivot Catalysts?23:30 - Mortgage Rates25:30 - Peak Inflation?28:50 - Fed is Reactionary30:00 - Recession & Jobs35:30 - Geopolitical Factors40:10 - ECB Situation42:35 - Dollar Strength45:30 - Merk Fund47:30 - Wrap Up Talking Points From This Episode The correlations between real rates and gold.The Fed is unable to handle supply shocks and governments provide the wrong solutions.Globally, politics and diplomacy is becoming increasingly complex.European Union problems around energy and problems around green energy. Guest Links:Twitter: https://twitter.com/AxelMerkWebsite: https://www.merkinvestments.com/LinkedIn: https://www.linkedin.com/in/axelmerk/detail/recent-activity/Amazon Book: https://tinyurl.com/4ebpcaew Axel Merk is the President and Chief Investment Officer of Merk Investments, manager of the Merk Funds. Founder of the firm bearing his name, Merk is an expert on macro trends. He is a sought-after speaker, contributor, and author; Axel Merk's book, Sustainable Wealth, describes how the greater economic universe works, how it might affect your finances, and how to manage those finances to seek financial stability. Axel Merk holds a B.A. in Economics (magna cum laude) and an M.Sc. in Computer Science from Brown University. Axel Merk founded Merk Investments in Switzerland in 1994; in 2001, he relocated the business to California. He has grown Merk Investments into an investment advisory firm offering investment funds and advisory services on liquid global markets, including domestic and international equities, fixed income, commodities, and currencies.

Axel Merk, president and chief investment officer at Merk Funds and Merk Investments, says investors need to be cautious about accepting current market risks and keep an eye on their sleep factor "because whatever [investment] thesis you have, it will be tested." Merk notes that he is hesitant facing today's economic conditions because there are still a lot of possible outcomes based on anticipated action from the Federal Reserve and the stock market's response to the news. Also on the show, Charles Rotbut of AAII Journal discusses the group's latest update to its sentiment survey -- Kule Guske, investment analyst for New Constructs, talks about three stocks with misleading earning that could hit shareholders soon, and Michael Sincere is here to discuss the updated versions of his books, "Understanding Stocks" and "How to Profit in the Stock Market."

Markets remain quite bruised and battered as investors digest the results of last week's Federal Reserve Open Market Committee decisions and Chairman Powell's latest guidance. The Fed continues talking tough about its commitment to fighting inflation. Is it willing to sacrifice the markets in this pursuit? To discuss this, we welcome back Axel Merk, President and Chief Investment Officer of Merk Investments to the program. Axel is one of the most connected Fed-watchers we know, and he just spent time at a closed-door event with several of the top economic policymakers in the country, like former US Treasury Secretary and Director of the National Economic Council Larry Summers and James Bullard, St Louis Fed President. See the YouTube Video for the charts and graphics: https://youtu.be/0vsQbP77_L4

With inflation and geopolitics fueling volatility in investment markets, what opportunities should investors look for in the gold and precious metals sector? In this CEF Insights Podcast episode, Merk Investments' Axel Merk, President and Chief investment officer, and Peter Maletis, Portfolio Manager, share views on the sector's outlook and opportunities and impressions of the rise of digital assets.