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MKT tells us why The Springboks under Rassie are the greatest rugby dynasty of all time. Have Newcastle waited too long to sack Eddie Howe? Are Liverpool absolutely finished after their 0-3 loss against Man City? Subscribe to The MKT Show on YouTube. Linktree is in the description The MKT Show Linktree · MKT Instagram · The MKT Show website
Charlamos con Santiago Martinez Porras, Gerente de Mkt de Strix, sobre el recupero vehícular.
MKT discusses the shameful Spurs loss at home to Chelsea, especially regarding Micky van de Ven and Djed Spence ignoring Thomas Frank. Are Wolves and Nottingham Forest getting what they deserve after firing Nuno? Are small clubs right to always play out of the back regardless of where they play? Subscribe to The MKT Show on YouTube. Linktree is in the description The MKT Show Linktree · MKT Instagram · The MKT Show website
Podcast ONE: 31 de octubre de 2025 Podcast ONE: Celebra Halloween y Día de Muertos con ONE Digital, Cantina Botanero del Bosque, Hellmann´s Select con la NBA, Videojuegos de terror, Entrevista con Verónica Maldonado Gte de Mkt con las nuevas cámaras Instax de Fujifilm, Nothing Phone (3a) Lite, Smartwatch Kronos Infiniti de STF, Nuevas barras […] El cargo Podcast ONE: 31 de octubre de 2025 apareció primero en OneDigital.
Idén is megrendezte hagyományos, őszi közös konferenciáját a Magyar Közgazdasági Társaság (MKT) és a Költségvetési Tanács 2025. október 27-én, hétfőn Budapesten. A rendezvény keretében Horváth Gábor, a Költségvetési Tanács elnöke; Mojmír Hampl, a Cseh Költségvetési Tanács (Národní rozpočtová rada) elnöke; Daniel Dăianu, a Román Költségvetési Tanács (Consiliul Fiscal România) elnöke; valamint Ján Tóth, a Szlovák Költségvetési Tanács (Rady pre rozpočtovú zodpovednosť) elnöke osztotta meg gondolatait a hallgatósággal. A négy költségvetési tanácsi elnök panelbeszélgetését Pleschinger Gyula, a Magyar Közgazdasági Társaság elnöke vezette.
Bod Péter Ákos, a BCE emeritus professzora, volt jegybankelnök, az MKT alelnöke előadása a Magyar Közgazdasági Társaság és a Költségvetési Tanács közös konferenciáján, 2025. október 27-én Budapesten.
Palócz Éva, a Kopint-Tárki Zrt. vezérigazgatója, az MKT alelnöke előadása a Magyar Közgazdasági Társaság és a Költségvetési Tanács közös konferenciáján, 2025. október 27-én Budapesten.
MKT discusses why Arsenal are legit! Is Vinicius Jnr bringing on a lot of his own problems? Man United have won three in a row... but why and how? Are Liverpool in crisis? What is Chelsea's biggest problem? Subscribe to The MKT Show on YouTube. Linktree is in the description The MKT Show Linktree · MKT Instagram · The MKT Show website
En Ivoox puedes encontrar sólo algunos de los audios de Mindalia. Para escuchar las 4 grabaciones diarias que publicamos entra en https://www.mindaliatelevision.com. Si deseas ver el vídeo perteneciente a este audio, pincha aquí: https://www.youtube.com/watch?v=9eOPxc8Cbi4 Descubre el poder del Reiki como herramienta para enriquecer y facilitar el desarrollo de otras técnicas de Medicina Energética. Gracias al la vinculación de estas herramientas, se puede obtener una combinación perfecta para cada persona, integrando su sabiduría interior y su experiencia personal, para expandir su máximo potencial. Eliana Bavera Maestra Reiki Usui, Kundalini, Karuna Angelical y Registros Akáshicos. Maestra de Gemoterapia, Radiestesia y Radiónica con Geometría Sagrada, Cartomancia y técnica de liberación emocional, y Biodescodificación. Diplomada en Educación y MKT. Más información en: https://www.mindaliatelevision.com PARTICIPA CON TUS COMENTARIOS EN ESTE VÍDEO. -----------INFORMACIÓN SOBRE MINDALIA--------- Mindalia.com es una ONG internacional, sin ánimo de lucro, que difunde universalmente contenidos sobre espiritualidad y bienestar para la mejora de la consciencia del mundo. Apóyanos con tu donación en: https://www.mindalia.com/donar/ Suscríbete, comenta positivamente y comparte nuestros vídeos para difundir este conocimiento a miles de personas. Nuestro sitio web: https://www.mindalia.com SÍGUENOS TAMBIÉN EN NUESTRAS PLATAFORMAS Facebook: / mindalia.ayuda Instagram: / mindalia_com Twitch: / mindaliacom Odysee: https://odysee.com/@Mindalia.com *Mindalia.com no se hace responsable de las opiniones vertidas en este vídeo, ni necesariamente participa de ellas.
En Ivoox puedes encontrar sólo algunos de los audios de Mindalia. Para escuchar las 4 grabaciones diarias que publicamos entra en https://www.mindaliatelevision.com. Si deseas ver el vídeo perteneciente a este audio, pincha aquí: https://www.youtube.com/watch?v=9eOPxc8Cbi4 Descubre el poder del Reiki como herramienta para enriquecer y facilitar el desarrollo de otras técnicas de Medicina Energética. Gracias al la vinculación de estas herramientas, se puede obtener una combinación perfecta para cada persona, integrando su sabiduría interior y su experiencia personal, para expandir su máximo potencial. Eliana Bavera Maestra Reiki Usui, Kundalini, Karuna Angelical y Registros Akáshicos. Maestra de Gemoterapia, Radiestesia y Radiónica con Geometría Sagrada, Cartomancia y técnica de liberación emocional, y Biodescodificación. Diplomada en Educación y MKT. Más información en: https://www.mindaliatelevision.com PARTICIPA CON TUS COMENTARIOS EN ESTE VÍDEO. -----------INFORMACIÓN SOBRE MINDALIA--------- Mindalia.com es una ONG internacional, sin ánimo de lucro, que difunde universalmente contenidos sobre espiritualidad y bienestar para la mejora de la consciencia del mundo. Apóyanos con tu donación en: https://www.mindalia.com/donar/ Suscríbete, comenta positivamente y comparte nuestros vídeos para difundir este conocimiento a miles de personas. Nuestro sitio web: https://www.mindalia.com SÍGUENOS TAMBIÉN EN NUESTRAS PLATAFORMAS Facebook: / mindalia.ayuda Instagram: / mindalia_com Twitch: / mindaliacom Odysee: https://odysee.com/@Mindalia.com *Mindalia.com no se hace responsable de las opiniones vertidas en este vídeo, ni necesariamente participa de ellas.
MKT discusses why Frank Lampard is doing it right at the moment in The Championship? He also unpacks the firing of Ange Postecoglou at Nottingham Forest. What did Ruben Amorim do right in the win against Liverpool at Anfield? . Subscribe to The MKT Show on YouTube. Linktree is in the description The MKT Show Linktree · MKT Instagram · The MKT Show website
Az egri Eszterházy Károly Katolikus Egyetem adott otthont a 42. Fiatal Közgazdászok Országos Találkozójának (FIKOT) 2025. október 17-én, pénteken. Az Innováció a pénzügyekben címú kerekasztal-beszélgetés résztvevői: Hegedüs Éva, a GRÁNIT Bank Nyrt. elnök-vezérigazgatója, az MKT főtitkára; Bagó Péter, a Budapesti Corvinus Egyetem Innováció és Üzleti Inkubáció Tanszékének adjunktusa, az MKT Fintech és Pénzügyi Kultúra szakosztályának titkára, a Startup Szakosztály alelnöke; valamint Kaszás Zoltán, az OTP Bank Csoport csoportszintű digitális igazgatója voltak.
"Como já dizia Gilberto Gil, “vida é confusão”. Descobri isso de forma literal nos meus 59 anos, quando decidi comemorar com um festão (muito mais legal do que festejar os óbvios sessenta!), cujo tema era exatamente esse: “vida, a preciosa confusão”. A proposta era simples. Celebrar a arte de viver como a capacidade de manejar, melhor ou pior, o caos inevitável da existência. Flexibilidade diante dos desafios, valorizar o que se aprende nos momentos difíceis, fazer do limão uma limonada, transformar encrenca em oportunidade."Áudio artigo da coluna de Fred Gelli para a Fast Company Brasil: https://fastcompanybrasil.com/coluna/diante-do-caos-da-existencia-so-a-arte-salva/Ficha Técnica: Narração: Fred Gelli / Trilha Original, Captação, Edição de áudio: Felipe Habib - Oitooto estúdio / Comunicação, Mkt e Marca: Luiza Magalhães, Bruno Cesar e Marcelo Cândido / Assessoria: Flávia Nakamura / Fast Company Brasil: Mari Castro.
MKT discusses Sir Jim Radcliffe's three-year backing of Ruben Amorim. Do Liverpool have a dilemma with Mo Salah? Is Erling Haaland the greatest goal scorer English football has ever seen? MKT answers questions from the mailbag. Subscribe to The MKT Show on YouTube. Linktree is in the description The MKT Show Linktree · MKT Instagram · The MKT Show website
MKT talks about Rassie Erasmus' greatness and how South Africa should be planning for life beyond the great man. Are the Swedish strikers still on strike? What do Ruben Amorim, Ange Postecoglou and Graham Potter have in common? Subscribe to The MKT Show on YouTube. Linktree is in the description The MKT Show Linktree · MKT Instagram · The MKT Show website
MKT talks about Sacha Feinberg-Mngomezulu and whether he is now the Springbok flyhalf after that remarkable 37-point performance against Argentina. If Xavi replaced Amorim, would Man United be better off? He also tells us why Scottie Scheffler and Tiger Woods are awful teammates. What do Arsenal and Chelsea have in common? Subscribe to The MKT Show on YouTube. Linktree is in the description The MKT Show Linktree · MKT Instagram · The MKT Show website
MKT talks about the possibility of Nuno Espirito Santo going to Man United as the manager. He also gives his thoughts on Arsenal as a football club following their draw at home against Man City. What should Chelsea fans really be terrified of after Enzo Maresca's 10-man Chelsea lost to Man United yesterday? Are men just weak now? Subscribe to The MKT Show on YouTube. Linktree is in the description The MKT Show Linktree · MKT Instagram · The MKT Show website
MKT talks about the new ref cam in the Premier League. English football is making a come back, but not in the way you think. Is Ruben Amorim the biggest problem at Man United? Should you lie better or lie more to save your relationship? Subscribe to The MKT Show on YouTube. Linktree is in the description The MKT Show Linktree · MKT Instagram · The MKT Show website
Tőkeerős bankrendszer: üzemanyag van, de útiterv is? – bankvezérek kerekasztalaSzekcióelnök: Kurali Zoltán monetáris politikáért, pénzügyi stabilitásért és devizatartalék-kezelésért felelős alelnök, Magyar Nemzeti BankA kerekasztal-beszélgetés résztvevői:Egerszegi Ádám vezérigazgató-helyettes, MBH Bank Nyrt. Hegedüs Éva elnök-vezérigazgató, GRÁNIT Bank Nyrt., az MKT főtitkáraJelasity Radován elnök-vezérigazgató, ERSTE Bank Hungary Zrt., a Magyar Bankszövetség elnökeSimák Pál elnök-vezérigazgató, CIB Bank Zrt.Wolf László vezérigazgató-helyettes, OTP Bank Nyrt., az MKT alelnökeKöszöntő: Kolozsi Pál Péter általános vezérigazgató-helyettes, Államadósság Kezelő Központ Zrt., az MKT Pénzügyi Szakosztályának elnöke
Quo vadis, uniós költségvetés? Szakértői véleménycsere az Európai Unió 2028-2034-es költségvetési javaslatáról - a 63. Közgazdász-vándorgyűlés európai uniós szekciójaSzekcióelnök: Iván Gábor igazgató, az Európai Unió Tanácsa, az MKT Európai Uniós Szakosztályának elnökeA kerekasztal-beszélgetés résztvevői:Banai Péter Benő elnöki főtanácsadó, Magyar Nemzeti Bank, az MKT Államháztartási Szakosztályának elnökségi tagjaBecsey Zsolt egyetemi docens, Károli Gáspár Református Egyetem, az MKT Európai Uniós Szakosztályának alelnökeDarvas Zsolt kutató, Bruegel Intézet, Budapesti Corvinus EgyetemKerényi Ádám közgazdász
A piacon nincs ingyen ebéd! – Kereskedelem 2.0: jelen és jövő - a 63. Közgazdász-vándorgyűlés kereskedelmi szekciójaSzekcióelnök: Kozák Tamás, az Országos Kereskedelmi Szövetség főtitkára, az MKT Kereskedelmi Szakosztályának elnökeA kerekasztal-beszélgetés résztvevői:Felkai Beáta élelmiszerláncért felelős helyettes államtitkár, AgrárminisztériumKozák Tamás főtitkár, Országos Kereskedelmi Szövetség, az MKT Kereskedelmi Szakosztályának elnökeNeubauer Katalin főtitkár, Magyar Nemzeti Kereskedelmi SzövetségPálinkás Zsolt vezérigazgató, TESCO-GLOBAL Áruházak Zrt.Prosits Attila elnök, Magyar Bevásárlóközpontok SzövetségeModerátor: Soós Gabriella tudományos munkatárs, Budapesti Gazdasági Egyetem, az MKT elnökségi tagja, a Kereskedelmi Szakosztály titkára
Elkerülhető-e a stagfláció? Makrogazdasági elemzői fórum - a 63. Közgazdász-vándorgyűlés gazdaságpolitikai szekciójaSzekcióelnök: Halmai Péter akadémikus, egyetemi tanár, Nemzeti Közszolgálati Egyetem, Budapesti Műszaki és Gazdaságtudományi Egyetem, az MKT Gazdaságpolitikai és Gazdaságelméleti Szakosztályának elnökeA kerekasztal-beszélgetés résztvevői:Balatoni András közgazdasági előrejelzésért és elemzésért felelős igazgató, Magyar Nemzeti Bank, az MKT Gazdaságpolitikai és Gazdaságelméleti Szakosztályának elnökségi tagjaMadár István vezető elemző, Portfolió.hu, az MKT elnökségi tagjaNyeste Orsolya vezető makrogazdasági elemző, ERSTE Bank Hungary Zrt.Suppan Gergely költségvetés makrogazdasági megalapozásáért felelős helyettes államtitkár, Nemzetgazdasági Minisztérium
Európai és hazai kihívások az államháztartás finanszírozásában - a 63. Közgazdász-vándorgyűlés államháztartási szekciójaSzekcióelnök: Adorján Richárd költségvetésért felelős helyettes államtitkár, Nemzetgazdasági Minisztérium, az MKT Államháztartási Szakosztályának elnökeElőadók:Győri Enikő európai parlamenti képviselőHoffmann Mihály vezérigazgató, Államadósság Kezelő Központ Zrt.Zsiday Viktor befektetési szakértő, Citadella Alap
Gyárország és munkaerőimport - a 63. Közgazdász-vándorgyűlés munkaügyi szekciójaSzekcióelnök: Bagó József szerkesztő, rovatvezető, MunkaügyiSzemle.hu, az MKT Munkaügyi Szakosztályának elnökeElőadók:Bod Péter Ákos egyetemi tanár, Budapesti Corvinus Egyetem, az MTA doktora, az MKT alelnökeCzirfusz Márton társalapító, Periféria Közpolitikai és Kutatóközpont, az MKT Munkaügyi Szakosztályának elnökségi tagjaSzabó Imre Szilárd egyetemi docens, Károli Gáspár Református Egyetem, ügyvéd, a Munkástanácsok alelnöke
In this heartfelt episode, May, Kelly and Tamlyn discuss the emotional journey of dealing with loss, particularly May's experience with her mother's cancer and recent passing. They explore the significance of expressing love, cultural differences in communication, and the impact of grief on personal identity. MKT also touch on the complexities of hospice care, the importance of preserving family legacies through storytelling and the unique presence of Asian mothers in the lives of their daughters both good and bad. And, of course, MKT tackle the pressing issues of the political and social climate here in the U.S. because it is truly a Sh*t Show. This is a not-to-be-missed episode that will touch each and every viewer and leave you with so much to contemplate on a deeper level. Takeaways-The importance of open communication in expressing love.-Cultural differences can affect how we show affection.-Grief can profoundly impact one's sense of identity.-Home hospice care uniquely personal.-Preserving family stories and legacies is crucial for future generations.-Art and poetry can be powerful tools for processing grief.-It's important to cherish the time we have with loved ones.-Political issues can weigh heavily on emotional well-being.-Finding hope in difficult times is essential for resilience.Show Notes:outsideintheatre.orgMyung Lee's book of poetry and art "The Push of the Golden Reed"Please subscribe, rate and review us!And follow us on IG @shoesoffinsidemkt
Tom Bodrovics welcomes back Don Durrett, author, investor, and founder of GoldStockData.com, to delve into the current state of the gold and silver markets, the broader economy, and what investors should watch for in the coming months. Don begins by noting that gold has been in a bull market since late 2019, with a significant breakout in March 2024. Despite the recent surge, he believes the bull market in mining stocks is still in its early stages, with higher lows signaling a potential breakout. However, he cautions that sentiment remains weak, partly due to the strong performance of the stock market, which has overshadowed gold. Drawing parallels to the 1970s, Don explains that gold and miners typically perform well during periods of economic uncertainty or when the stock market falters, a scenario he sees as increasingly likely. Don shifts to the macroeconomic landscape, highlighting the unsustainable U.S. budget deficit, which is approaching $2 trillion annually, and the need to roll over $7 trillion in debt this year. He warns that the debt burden, combined with declining foreign purchases of U.S. Treasuries, could lead to higher interest rates and inflation. Don predicts a looming recession, driven by factors like weakening full-time employment, a housing bubble, and the inflationary impact of tariffs, particularly if President Trump follows through with significant tariff increases on July 9th. He believes these tariffs could exacerbate economic weakness, leading to a prolonged downturn reminiscent of Japan's "lost decade" in the 1990s, where monetary policy failed to revive growth. Discussing gold and silver, Don emphasizes that their bull markets are tied to economic instability and a potential "fear trade," where investors shift away from equities and into safe-haven assets. He notes that silver, currently undervalued relative to gold, could see a surge in demand, particularly if shortages emerge. Don also touches on Mexico's mining policies under President Claudia Sheinbaum, which could restrict new mining concessions, though he doesn't see this as a major near-term threat to silver supply. He concludes by urging investors to focus on the long-term potential of gold and silver, particularly as the U.S. economy faces mounting challenges. Timestamps:00:00:00 - Introduction00:01:06 - Mkt. Forecast 2025/202600:04:50 - Metals - Wall of Worry00:09:13 - The Macro Picture00:19:38 - U.S. Short-Term Debt00:31:08 - Trump, The Fed & Powell00:38:55 - Oil & U.S. Recession00:41:00 - T-Bills, Dollar & Game Theory00:53:20 - A Silver Bull Trap?01:04:16 - New Era for Metals01:05:55 - PM Shortages Coming?01:07:10 - Mexican Silver Permitting01:15:05 - Wrap Up Guest Links:X: https://x.com/DonDurrettWebsite: https://www.goldstockdata.comSubstack: https://dondurrett.substack.comAmazon Books: https://www.amazon.com.mx/How-Invest-Gold-Silver-Complete/dp/1427650241Blog Posts: https://seekingalpha.com/author/don-durrett#regular_articlesYouTube: https://www.youtube.com/user/Newager23 Don Durrett received an MBA from California State University Bakersfield in 1990. He has worked in IT-related positions for 20+ years. He has been a gold investor since 1991, with a focus on Junior Mining stocks since 2004. Realizing the value of investing in gold and silver and noticing the lack of available material for first-time investors, Don set out to provide information. First, he wrote a book, How to Invest in Gold & Silver: A Complete Guide with a Focus on Mining Stocks. He followed up the book with a website (www.goldstockdata.com) to provide data, tools, and analysis for gold and silver stock investors. His gold and silver mining stock newsletter is widely regarded as one of the best. He is a frequent guest on financial podcasts and a contributor to SeekingAlpha.com.
In this episode of "Shoes Off Inside", we attempt to talk about everything and the kitchen sink because there is so much happening every week, every day, every hour. May, Kelly and Tamlyn recorded this episode before protests against ICE raids in the Los Angeles area were inflamed by Trump's order to send in the National Guard and threats of U.S. military intervention. But make no mistake, MKT do NOT hold back when it comes to their thoughts on Donald Trump and his policies, Elon Musk and his erratic behavior. But at the heart of this episode is a very sincere, vulnerable and painful talk about our elderly parents and the struggle and heartbreak of caretaking...especially as Asians. Get your tissues ready. This will strike a chord regardless of your situation because it's about the power of love and what we're willing to do for our loved ones.Please subscribe, rate and review us!And follow us on IG @shoesoffinsidemkt
Tom Bodrovics welcomes back Brett Heath, CEO of Metalla Royalty and Streaming, to discuss the current state of the gold industry. Brett highlights a strong bid under gold, driven by macroeconomic factors such as shifting perceptions around US assets and central bank diversification into gold. He notes that emerging market economies are reducing their exposure to US treasuries and increasing gold reserves, creating sustained demand. Brett emphasizes the undervalued nature of gold equities compared to historical standards, suggesting they are attractively priced for investors seeking stability and cash flow. He points to increased M&A activity as companies scramble to acquire high-quality assets amid a scarcity of scalable projects. Brett also discusses the speculative nature of silver, which is currently underperforming relative to gold, but sees potential for a rebound if sentiment shifts. Overall, Brett paints a bullish picture for gold, with significant long-term appreciation expected despite short-term volatility. He urges investors to monitor trends in asset valuation and central bank activity, signaling that now may be an opportune time to invest in high-quality gold assets. Time Stamp References:0:00 - Introduction0:40 - Global Macro Picture5:20 - C. Banks East Vs West6:27 - Who Buys Next?8:26 - Timeline & Mkt. Direction10:25 - GDX & GDX.J Outflows12:38 - Gold, Fed & Catalysts16:05 - Inflation Drivers19:08 - U.S. Debt & Servicing21:42 - Industry Sentiment25:28 - Hurdles for Gold?28:53 - Chaotic M&A Coming?30:50 - Perception & Valuations36:03 - Silver Ratio Thoughts39:13 - Violent Reversal Silver40:15 - Wrap Up Guest Links:Website: https://www.metallaroyalty.com/LinkedIn: https://www.linkedin.com/company/metalla-royalty-and-streaming-ltd.Twitter: https://x.com/metallaroyalty Brett Heath is Chief Executive Officer and Director of Metalla Royalty & Streaming. Mr. Heath has a comprehensive career in the royalty sector and public markets with over two decades of experience. Over his career, he has founded and built over $1 billion in value using the royalty model in the public and private markets. He is currently the Chief Executive Officer of Metalla Royalty (NYSE: MTA) and Director of Key Carbon Ltd. (Private). He has completed over 50 royalty transactions in gold, silver, copper, nickel, and carbon markets with a diverse group of counterparties from major corporates, private equity, and private interests.
MKT talks about Kagiso Rabada's cocaine scandal. What should Chelsea do with Nicholas Jackson? Should Man United sell Bruno Fernandes to Saudi Arabia or should he be untouchable? Subscribe to The MKT Show on YouTube. Linktree is in the description The MKT Show Linktree · MKT Instagram · The MKT Show website
MKT talks about Kagiso Rabada and his recreational drug suspension. What do LaLiga and The British & Irish Lions have in common? Liverpool won the league, but is there a sting in the tail for The Reds in the future? Subscribe to The MKT Show on YouTube. Linktree is in the description The MKT Show Linktree · MKT Instagram · The MKT Show website
MKT talks about how Man United have backed themselves in to a corner without an escape plan. Is VAR undermining the integrity of The English Premier League? Why does Spanish football refuse to advertise their leading product? Subscribe to The MKT Show on YouTube. Linktree is in the description The MKT Show Linktree · MKT Instagram · The MKT Show website
Tom welcomes back Tavi Costa, Portfolio Manager at Crescat Capital, to discuss the current state of gold, silver, mining stocks, and broader economic trends. Costa emphasizes that despite technical indicators suggesting overbought conditions in gold, the underlying macroeconomic factors point to continued strength in precious metals. He highlights the role of central banks, particularly in emerging markets like China, Russia, and Turkey, which have been significant buyers of gold. Costa argues that gold's revaluation is driven by global debt imbalances, de-globalization trends, and countries seeking to stabilize their monetary systems. He also explains how higher gold prices can increase the U.S. Treasury's cash reserves, enabling buybacks of Treasuries without quantitative easing, which he believes will be a critical tool for managing debt. Costa is bullish on mining stocks, noting they are historically undervalued relative to U.S. equities and have outperformed over the past decade. He suggests that as global infrastructure needs grow and supply chains shift, mining companies will play a crucial role in meeting demand for essential commodities. Additionally, he points out the attractive valuations of silver, given its high gold-to-silver ratio, which he believes could lead to significant price appreciation. The discussion also touches on the U.S. dollar's structural downtrend, driven by high debt levels and interest payment burdens, and how this impacts emerging markets positively. Costa predicts that lower yields on short-term Treasuries will benefit miners and other sectors. He concludes by advocating for increased exposure to energy stocks due to geopolitical tensions and rising oil prices. Time Stamp References:0:00 - Introductions0:38 - Technical Bear Signals?5:54 - Monetizing U.S. Assets11:08 - Gold Re-Valuation Chart15:00 - Tariffs & Fed Policy20:08 - Dollar Struct Downtrend26:10 - Mining Stock Value31:30 - A Correction Coming?35:33 - GS Ratio Imbalances40:09 - Gaining Metal Exposure43:43 - Education & Sentiment47:00 - Mkt. Rotation & Wrap Up Guest Links:X: https://x.com/tavicostaX: https://x.com/crescat_capitalWebsite: https://crescat.net Otavio ("Tavi") Costa is a Member and Portfolio Manager at Crescat Capital and has been with the firm since 2013. He built Crescat's macro model that identifies the current stage of the U.S. economic cycle through a combination of 16 factors. His research is regularly featured in financial publications such as Bloomberg, The Wall Street Journal, CCN, Financial Post, The Globe and Mail, Real Vision, and Reuters. Tavi is a native of São Paulo, Brazil, and 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 B.A. degree in Business Administration with an emphasis in Finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.
In this episode on Palisades Gold Radio, Tom Bodrovics welcomes back Jaime Carrasco. Jaime is Senior Portfolio Manager & Senior Investment Advisor at Harbourfront Wealth Management. Jaime discusses the current economic landscape and the implications for investors. Carrasco emphasizes the importance of understanding the paradigm shift in the monetary system, particularly the role of gold and silver as sound money. Carrasco highlights that the global economy is facing a debt bubble, where each additional dollar of debt fails to stimulate growth, leading instead to social instability. He argues that this situation is similar to what Latin America experienced, with the US now reaching a critical point. Carrasco believes that the current fiat system is imploding, and gold will play a central role in the upcoming reset of the monetary system. He discusses the rise of gold prices across major currencies, noting that this reflects the decline in purchasing power of fiat currencies rather than an increase in gold's intrinsic value. Carrasco warns against complacency among financial advisors who fail to recognize these systemic changes and advises investors to allocate a significant portion of their portfolios to precious metals, particularly through well-managed mining companies. Carrasco also delves into the role of silver, emphasizing its structural deficit in production relative to demand, especially given the shift toward green energy. He suggests that silver's price will rise significantly as the global economy transitions, offering investors substantial opportunities. The interview touches on geopolitical dynamics, including China's strategic accumulation of gold and its influence on the global monetary system. Carrasco warns against trusting central banks and advocates for individual investors to establish their own "gold standards" to protect wealth. Finally, Carrasco advises investors to focus on stockpicking within the precious metals sector, emphasizing high-quality producers with strong management and leverage to rising metal prices. He encourages a long-term perspective, positioning oneself to benefit from the coming paradigm shift rather than trying to predict short-term price movements. Talking Points From This Episode0:00 - Introduction2:10 - Changing Roles4:30 - Currencies Vs. Gold9:14 - Trump & Debt Bubble15:40 - Tariffs & Positioning23:50 - Silver Opportunity26:20 - Silver Supply Deficit30:15 - M&A Activity Strategy34:08 - Gold & Leverage37:11 - Mkt. Volatility Causes39:08 - A Quiet Fed & Inflation45:42 - Lower Dollar US/China48:42 - When to Sell Gold?57:05 - Concluding Thoughts59:00 - Wrap Up Guest Links:Twitter: https://x.com/ijcarrascoLinkedIn: https://www.linkedin.com/in/carrasco1/Website: https://www.harbourfrontwealth.comE-Mail: jaime@jcwealth.ca Jaime Carrasco is Senior Portfolio Manager & Senior Investment Advisor at Harbourfront Wealth Management. From 2014-2018 he worked as Director of Wealth Management and Associate Portfolio Manager for ScotiaMcLeod. Before this, he worked for Macquarie Group, CIBC Wood Gundy, BMO Nesbitt Burns, Gordon Capital, and Merrill Lynch. Jaime is a leading Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses, and institutions. He has garnered a reputation for questioning and challenging the status quo and exploring the most innovative investment strategies. Jaime, whose mother tongue is Spanish, also speaks Italian and French. He completed a BA in political science and economics at the University of Toronto in 1988. While a student, he worked for CS Yacht, a company that built luxury sailboats, thus spending his summers as a skipper for the Canadian establishment members. Jaime credits this experience and having survived sailing through Hurricane Bob in 1991. This experience taught him lessons that have become a metaphor for his financial investment stra...
MKT breaks down why the Masters should be even more exclusive moving forward! Are Chelsea a failed project? Have Man United actually hit rock bottom or is there a deeper pit of hell for them to find? Subscribe to The MKT Show on YouTube. Linktree is in the description The MKT Show Linktree · MKT Instagram · The MKT Show website
MKT speaks about his recent trip to Milan. Not just the good stuff! Is Arteta trying to be too smart? Have Arsenal reached their peak? Kevin de Bruyne announced that he will leave Man City at the end of the season, where does he rank among the Premier League greats? Subscribe to The MKT Show on YouTube. Linktree is in the description The MKT Show Linktree · MKT Instagram · The MKT Show website
MKT speaks about Neymar's career after his move back to Santos. Would Matheus Cunha be a good player at Arsenal? Will Trent Alexander-Arnold's move to Real Madrid make him happy? Subscribe to The MKT Show on YouTube. Linktree is in the description. The MKT Show Linktree · MKT Instagram · The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website
MKT speaks about Neymar's career after his move back to Santos. Would Matheus Cunha be a good player at Arsenal? Will Trent Alexander-Arnold's move to Real Madrid make him happy? Subscribe to The MKT Show on YouTube. Linktree is in the description. The MKT Show Linktree · MKT Instagram · The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website
MKT speaks about Neymar's career after his move back to Santos. Would Matheus Cunha be a good player at Arsenal? Will Trent Alexander-Arnold's move to Real Madrid make him happy? Subscribe to The MKT Show on YouTube. Linktree is in the description. The MKT Show Linktree · MKT Instagram · The MKT Show website The MKT Show website
MKT speaks about Neymar's career after his move back to Santos. Would Matheus Cunha be a good player at Arsenal? Will Trent Alexander-Arnold's move to Real Madrid make him happy? Subscribe to The MKT Show on YouTube. Linktree is in the description. The MKT Show Linktree · MKT Instagram · The MKT Show website The MKT Show website The MKT Show website
MKT speaks about Neymar's career after his move back to Santos. Would Matheus Cunha be a good player at Arsenal? Will Trent Alexander-Arnold's move to Real Madrid make him happy? Subscribe to The MKT Show on YouTube. Linktree is in the description. The MKT Show Linktree · MKT Instagram · The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website
MKT speaks about Neymar's career after his move back to Santos. Would Matheus Cunha be a good player at Arsenal? Will Trent Alexander-Arnold's move to Real Madrid make him happy? Subscribe to The MKT Show on YouTube. Linktree is in the description. The MKT Show Linktree · MKT Instagram · The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website
MKT speaks about Neymar's career after his move back to Santos. Would Matheus Cunha be a good player at Arsenal? Will Trent Alexander-Arnold's move to Real Madrid make him happy? Subscribe to The MKT Show on YouTube. Linktree is in the description. The MKT Show Linktree · MKT Instagram · The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website
MKT speaks about Neymar's career after his move back to Santos. Would Matheus Cunha be a good player at Arsenal? Will Trent Alexander-Arnold's move to Real Madrid make him happy? Subscribe to The MKT Show on YouTube. Linktree is in the description. The MKT Show Linktree · MKT Instagram · The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website
MKT speaks about Neymar's career after his move back to Santos. Would Matheus Cunha be a good player at Arsenal? Will Trent Alexander-Arnold's move to Real Madrid make him happy? Subscribe to The MKT Show on YouTube. Linktree is in the description. The MKT Show Linktree · MKT Instagram · The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website
MKT speaks about Neymar's career after his move back to Santos. Would Matheus Cunha be a good player at Arsenal? Will Trent Alexander-Arnold's move to Real Madrid make him happy? Subscribe to The MKT Show on YouTube. Linktree is in the description. The MKT Show Linktree · MKT Instagram · The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website
MKT speaks about Neymar's career after his move back to Santos. Would Matheus Cunha be a good player at Arsenal? Will Trent Alexander-Arnold's move to Real Madrid make him happy? Subscribe to The MKT Show on YouTube. Linktree is in the description. The MKT Show Linktree · MKT Instagram · The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website The MKT Show website
MKT speaks about Neymar's career after his move back to Santos. Would Matheus Cunha be a good player at Arsenal? Will Trent Alexander-Arnold's move to Real Madrid make him happy? Subscribe to The MKT Show on YouTube. Linktree is in the description. The MKT Show Linktree · MKT Instagram · The MKT Show website
What happens when we take ACTION to find joy, connection and inspiration? From taking a vacation to going to see live theatre to getting emotionally invested in the livelihood of a bald eagle family (May is obsessed!), these are just some of the ways we are finding light in the darkness. But that's not to say May, Kelly and Tamlyn are ignoring the reality of what's happening around us. The key is to find the humanity in our stories, in art, in history, in nature, in life. And when we come together to share these experiences it's called "Collective Effervescence", a concept coined by Sociologist Émile Durkheim, to describe the feeling of intense shared emotional activation and a sense of unison that emerges when people come together and engage in a shared activity or experience. So join MKT in this episode as we share Collective Effervescence together. Show Notes:"Here there are blueberries" tickets (runs until 3/30/25thewallis.org"Cambodian Rock Band" tickets (runs until 3/23/25)eastwestplayers.org Please subscribe, rate and review us!And follow us on IG @shoesoffinsidemkt
Tom welcomes back Martin Armstrong from Armstrong Economics for a discussion on the never ending news cycle. Martin begins by reflecting on the current political landscape, comparing it to the challenges faced during the first Trump administration. Armstrong highlights how President Trump has learned from past mistakes, particularly in assembling a cabinet that is not tied to the "deep state." This shift, Armstrong argues, is crucial for enacting meaningful reforms. The conversation then turns to government waste and corruption, with Armstrong referencing specific examples of misallocated funds, such as support for a transgender opera in Columbia. He emphasizes the importance of transparency and accountability, especially given the staggering levels of debt that governments worldwide are accumulating. Armstrong warns that the current system is unsustainable and that a reckoning is inevitable when buyers for new debt no longer exist. Armstrong also delves into the global reserve currency status of the US dollar, explaining how its dominance emerged post-World War II. He discusses the manipulation of economic indicators, such as CPI adjustments, to hide the true state of fiscal health. Armstrong's firm has successfully forecasted economic trends and events, including Brexit, by focusing on raw data rather than political narratives. The interview then shifts to geopolitical tensions, particularly the conflict in Ukraine. Armstrong critiques the handling of the crisis, arguing that it is being used as a diversion from deeper economic problems. He suggests that the war serves the interests of certain European leaders who seek to weaken Russia and strengthen their own power. Armstrong also touches on the potential consequences of tariffs and trade policies under Trump, warning against the risks of contagion in global markets. He further discusses the Epstein files controversy, suggesting that the case is more about political manipulation than mere scandal. Armstrong posits that Epstein's activities were likely part of a broader espionage or blackmail scheme involving high-profile individuals. Finally, Armstrong offers advice to listeners, urging them to pay attention to developments in Europe and the flow of capital during times of conflict. He emphasizes the importance of understanding global economic trends and avoiding the pitfalls of mainstream media narratives. The interview concludes with a call for critical thinking and awareness of the complex interplay between politics, economics, and global security. Time Stamp References:0:00 - Introduction0:34 - Trump & News Cycle3:18 - Government Waste7:52 - Leadership & Information12:12 - Trump & Mkt. Optimism?18:30 - Resource Deals & Peace23:10 - Europe Preps for War30:43 - Capital Flight & War35:08 - European Basket Case36:34 - U.S. 'Monetization'42:53 - Creation of the Fed47:00 - Fed Can't Stop Inflation49:12 - A Global Perspective53:05 - Trump & Tariff Impacts57:50 - Canada - U.S. Takeover?1:01:43 - Epstein Honey Trap1:09:37 - Watch Europe & Ukraine1:13:20 - Wrap Up Guest Links:Website: http://armstrongeconomics.comTwitter: https://x.com/strongeconomicsFacebook: https://facebook.com/martin.armstrong.167Amazon Book: https://tinyurl.com/ybtrslr9 Martin Armstrong is the Owner and Researcher for the website Armstrong Economics. He is the former chairman of Princeton Economics International Ltd. He is best known for his economic predictions based on the Economic Confidence Model, which he developed. At age 13, Armstrong began working at a coin and stamp dealership in Pennsauken, New Jersey. After buying a bag of rare Canadian pennies, he became a millionaire in 1965 at the age of 15. He continued to work on weekends through high school, finding the real-world exciting, for this was the beginning of the collapse of the gold standard. Martin became captivated by this shocking revelation that there were not just booms and busts,
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