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25 episodes with simon mikhailovich
3 episodes with simon mikhailovich
3 episodes with simon mikhailovich
3 episodes with simon mikhailovich
2 episodes with simon mikhailovich
2 episodes with simon mikhailovich
In the latest episode of The Grant Williams Podcast, Simon Mikhailovich returns to explore the increasingly intertwined worlds of geopolitics, economics, and financial markets. As we enter a period of heightened global uncertainty, Simon offers valuable insights into the shifting landscape of possibilities and probabilities for major geopolitical events. The discussion delves into the “geopoliticization” of various aspects of our lives, examining how national security concerns are now taking precedence over financial and economic stability for governments worldwide. Simon also highlights the potential for severe disruptions and their cascading effects, using examples like the California wildfires to illustrate the far-reaching impacts on US finances and foreign policy. Throughout a thought-provoking conversation, the complex, interconnected nature of global events in our current environment and the importance of personal preparedness in the face of growing risks are reinforced in multiple ways. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
Tom Bodrovics welcomes back long-term contrarian investor and entrepreneur Simon Mikhailovich for a discussion centered around first principles, focusing on precious metals, commodities, economics, geopolitics, trade, and monetary matters. The conversation begins with the acknowledgement of high levels of uncertainty and complexity, making accurate forecasts challenging. Mikhailovich distinguishes between speculating on precious metals versus using them as a reserve asset. For speculation, market drivers are pertinent. However, for gold as a reserve asset, its unique property as the only financial asset without a counterparty makes it inversely correlated to confidence and trust in other people's promises. The conversation touches upon the concept of the fourth turning and where we are in this cycle. Mikhailovich underscores the significance of understanding current problems before predicting future demand for gold. He also discusses how post-World War II arrangements have led to the United States' hegemonic role economically and militarily, and the start of financialization and globalization. Mikhailovich raises concerns about understated inflation and its potential impact on real economic growth or contraction. He also highlights the lack of clear guidance from Federal Reserve Chairman Jay Powell in navigating through uncertain conditions. They explore the winners and losers of the global economy, with tactical gains for Wall Street investors, technology industries, and certain countries like China. However, working people have been losing due to job outsourcing. Mikhailovich mentions China's growing power and desire for independence from the United States as potential challenges to the current economic order. The conversation delves into geopolitical tensions in the Middle East, with borders becoming less inviolable after World War One and World War Two. The Suez Canal's declining traffic and resulting increased costs serve as an example of inflationary pressures. Mikhailovich discusses the significance of gold as a financial asset and its increasing demand, particularly from China and other countries, as a response to a loss of confidence in the global financial system. He also mentions the relationship between digital currencies like Bitcoin and the US dollar, suggesting that regulatory actions could impact their independence from the dollar and the broader financial system. Lastly, Simon emphasizes understanding the complexities, considering various data points, focusing on resiliency, and looking at first principles. Time Stamp References:0:00 - Introduction0:44 - Uncertainties & Metals4:22 - The Fourth Turning9:00 - Statistics & Reality17:00 - Wars, Rumors & Borders26:47 - Economic Fragility33:55 - Gold & Eastern Buying38:30 - Trump & U.S. Dollar41:18 - Gold & Confidence50:07 - Trump & Bond Markets53:56 - World Has Changed1:03:02 - Inflation Vs. Panic1:05:20 - Socialism & Competence1:10:02 - A Serious Situation1:13:13 - Wrap Up Talking Points From This Episode Gold as a reserve asset is inversely correlated to confidence in other people's promises. Understanding current problems before predicting future demand for gold is crucial. Concerns about understated inflation, lack of clear guidance from Jay Powell, and China's growing power pose challenges. Guest Links:Twitter: https://c.com/S_MikhailovichWebsite: https://www.bullionreserve.com Simon A. Mikhailovich is a co-founder, lead manager of The Bullion Reserve, and a director. Mr. Mikhailovich is an entrepreneur and contrarian investor who predicted and profited from the financial crises of 2000 and 2008. Before co-founding TBR in 2014, Mr. Mikhailovich co-founded Eidesis Capital, a special situations investment firm. Between 1998 and 2014, the Eidesis team deployed over $2.5B of capital through special opportunity funds focused on high yield corporate bonds and loans, credit derivatives, distressed CDOs and MBS, and gold.
Simon Mikhailovich, founder of Bullion Reserve, shares his background growing up in the Soviet Union and how it shaped his views on precious metals and the financial system. He discusses the stagnation and oppression of the Soviet regime, the risks of counterparty and currency risk, and the importance of tangible assets. He also explores the cyclicality of societies and the current state of activism and opportunities in the US. The conversation explores the collapse of the American dream and the change in the level of opportunity for success. It delves into the reliance on increasing debt for economic growth in the United States and the potential consequences of this unsustainable system. The discussion also highlights the growing demand for gold as a safe haven asset and the factors driving its price increase. The Bullion Reserve, a service that allows clients to own physical gold with access to supply chains, is mentioned as a way to navigate the gold market. This episode of Mining Stock Daily is brought to you by... Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport. Grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.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. Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/ Victoria Gold operates the Eagle Gold Mine within the Dublin Gulch Property. Eagle is the largest gold mine in Yukon's long history of gold production. In addition to the long-life Eagle Gold Mine, the Dublin Gulch property has upsized exploration potential including priority targets Raven and Lynx among others. Follow all the gold production and exploration news at vgcx.com.
This week we are kicking off our summer finance series. Our guest today is Simon Mikhailovich. Simon is the founder of the Bullion Reserve and is a contrarian investor with a very impressive long-term track record. He's also one of the most popular financial commentators in the world. I wanted to have Simon on the show because I think he has an important message to share. Simon is someone who worked at the highest levels of our global financial system and by all measures achieved success. But along the way he saw some things that were so concerning he decided to walk away and pursue an alternative path. He's also someone who has a rather unique life perspective. Having grown up in the Soviet Union, he actually has real world lived experience in something like financial and societal collapse. On top of all this, as you'll see, Simon has a deep understanding of history. What you are about to here is a fascinating and sobering conversation about the systemic problems in the global economy, the dangerous potential consequences of extreme Central Bank activism, and the extreme risks we face in the West, both economic and political. Don't worry, it's not all gloom and doom. Simon offers some interesting ideas on both what you can do to protect yourself from these risks and what we can do together as a society to correct our course. As always, thanks for tuning-in and hope you enjoy. You can follow @NickHalaris on Instagram and Twitter for all the Nick Halaris Show Updates. To receive Nick's weekly Profit+ Newsletter subscribe at https://nickhalaris.beehiiv.com/
Tom welcomes back Simon Mikhailovich. Simon is a contrarian investor, entrepreneur, and the founder of The Bullion Reserve. Simon discusses the counterparty risks that are present in the financial system and how they can lead to bank failures. He notes how the financial system is a series of daisy chains that, if broken, can cause a domino effect and throw the entire system into question. He also notes the 2008 crisis was fifteen years ago, and in that time the Fed has been unable to end its extraordinary policies. This is resulting in a massive amount of debt that would be impossible to service at higher interest rates. Simon believes that this is leading to a radical de-globalization, higher costs, and a reshuffling of the global supply chain that is highly inflationary. In this environment, he suggests that gold may be a better investment than Bitcoin due to its perceived reliability. Time Stamp References:0:00 - Introduction0:38 - Counterparty Risks9:45 - Bank Run Prevention12:33 - Bail Outs & Confidence14:09 - Social Polarization20:50 - System Fragility29:45 - Cost of Living36:17 - Human Nature & Time44:00 - Phase Transitions48:15 - Gold Price & ETF Flows53:18 - Gold As Insurance54:44 - Value of the Dollar58:42 - Rates, Dollar & Gold1:04:36 - Bitcoin & Adoption1:10:37 - Wrap Up Talking Points From This Episode Counterparty risks in the financial system can lead to bank failures, putting the entire system in question or gridlock.The Fed's extraordinary policies since 2008 has resulted in a massive buildup of debt, making servicing it impossible at higher rates.In this environment, gold provides a guaranteed level of confidence not available with bitcoin. Guest Links:Twitter: https://twitter.com/S_MikhailovichWebsite: https://www.bullionreserve.com Simon A. Mikhailovich is a co-founder, lead manager of The Bullion Reserve, and a director. Mr. Mikhailovich is an entrepreneur and contrarian investor who predicted and profited from the financial crises of 2000 and 2008. Before co-founding TBR in 2014, Mr. Mikhailovich co-founded Eidesis Capital, a special situations investment firm. Between 1998 and 2014, the Eidesis team deployed over $2.5B of capital through special opportunity funds focused on high yield corporate bonds and loans, credit derivatives, distressed CDOs and MBS, and gold. Previously, Mr. Mikhailovich was a Portfolio Manager at Falcon Asset Management, overseeing alternative investments in hard assets, including oil and gas properties, timberlands, and agribusiness. During the credit cycle of the early 1990s, he headed a workouts' team responsible for restructuring multiple businesses in North America and Europe. Mr. Mikhailovich received a M.S. in Business (Finance) from the University of Baltimore and a B.S. from Johns Hopkins University.
We explore why and how to invest in gold. We're joined by Simon Mikhailovich, Co-Founder of The Bullion Reserve. We cover cycles of financial euphoria, the three ways to get out of debt, and whether people should invest in gold ETFs. “The most important thing is that technology evolves, but people don't. That's the biggest lesson of history—humans don't change.” – Simon Mikhailovich EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED) https://www.danielscrivner.com/notes/simon-mikhailovich-outliers-show-notes FULL TEXT TRANSCRIPT https://www.danielscrivner.com/notes/simon-mikhailovich-outliers-transcript CHAPTERS This episode is our definitive guide to why and how to invest in gold. In it we cover: (00:00:00) – Introduction (00:01:32) – Simon's thoughts on gold's role in the current financial market (00:08:37) – Why gold is important at this moment in time (00:15:48) – Cycles of financial euphoria (00:20:33) – The three ways to get out of debt (00:26:31) – Why holding physical gold is different and better than savings in other forms (00:32:12) – Gold is the ultimate insurance for bad financial outcomes (00:38:42) – Gold vs. other precious metals, and how gold is nature's Bitcoin (00:46:42) – Gold has no impairment risk or counterparty risk, and making money vs. preserving wealth (00:59:01) – How Simon has maintained an outlier point of view over time ABOUT THE BULLION RESERVE The Bullion Reserve enables investors to hold physical gold in secure locations all around the world.
This might get heavy.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. 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.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)Queens On A RollThis podcast was created to educate & inspire people about the ably different...Listen on: Apple Podcasts Spotify Taming the Hustle... or Something of the SortsAn entertaining mix of financial advice, marketing/business tips, and a lot of humour.Listen on: Apple Podcasts Spotify
The three major U.S. equity indexes traded lower for a second consecutive day, as investors look forward to Friday's release of consumer price index data for May. The European Central Bank is accelerating its own tightening scheme, as inflation's grip on policymakers remains tight. Initial claims for unemployment insurance showed the biggest increase since July 21, a sign the labor market may be cooling. Thomas Thornton, founder of Hedge Fund Telemetry, joins Real Vision's Andreas Steno Larsen to talk about choppy price action, how he's positioning himself ahead of Friday's CPI release, what he sees the Federal Reserve doing about it, and why he's trimming his long exposure. We also hear from Simon Mikhailovich about getting back to fundamentals and looking at things like balance sheets when it comes to making investment decisions. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3xi5lIK. Watch the full video featuring Simon Mikhailovich here: https://rvtv.io/3QbSHnm. Learn more about your ad choices. Visit megaphone.fm/adchoices
My guest on this episode of The Grant Williams Podcast is my great friend, Simon Mikhailovich, the founder of The Bullion Reserve and a man to whom I turn any time I want an insight into either the gold market or, as you'll see, the latest moves by Russia to try and engineer a change in the status quo – both political and geographical. In this wonderful conversation, Simon shares his thoughts on Vladimir Putin's latest attempts to bring the West to heel, offers some highly illuminating history lessons on how Russia has been viewed by Western leaders over multiple centuries and tries to lay out what both the man and the country might be trying to achieve. There's also time for a little update on the current state of physical gold markets as Simon shares what he's being told by refiners and investors alike... As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.
Robin Hanson is an Associate Professor at George Mason University and write about all manners of economics, A.I., systems thinking and even aliens. Lyn Alden on the Petro-Dollar: https://youtu.be/sTKObw_-OBY Keith Dicker explains why the US Dollar is King: https://youtu.be/gLmoJYqZuks Jim Rogers on the Rise of China: https://youtu.be/SfLaJtXfx3w Paul Kingsnorth critiques Neo-liberalism: https://youtu.be/HJViqeBovvQ First Interview with Simon Mikhailovich: https://youtu.be/Na9SA84JJ1E Jeff Booth on Tech Deflation: https://youtu.be/qlF_AG-0QC8
Stephen is a software engineer working in the financial services industry and feels an obligation to speak out against the dangers that crypto could pose to the global economy and society at large. Lyn Alden on the Petro-Dollar: https://youtu.be/sTKObw_-OBY Keith Dicker explains why the US Dollar is King: https://youtu.be/gLmoJYqZuks Jim Rogers on the Rise of China: https://youtu.be/SfLaJtXfx3w Paul Kingsnorth critiques Neo-liberalism: https://youtu.be/HJViqeBovvQ First Interview with Simon Mikhailovich: https://youtu.be/Na9SA84JJ1E Jeff Booth on Tech Deflation: https://youtu.be/qlF_AG-0QC8
Taking a step back he asks us to examine the future of western civilization while pondering where we might be headed. Lyn Alden on the Petro-Dollar: https://youtu.be/sTKObw_-OBY Keith Dicker explains why the US Dollar is King: https://youtu.be/gLmoJYqZuks Jim Rogers on the Rise of China: https://youtu.be/SfLaJtXfx3w Paul Kingsnorth critiques Neo-liberalism: https://youtu.be/HJViqeBovvQ First Interview with Simon Mikhailovich: https://youtu.be/Na9SA84JJ1E Jeff Booth on Tech Deflation: https://youtu.be/qlF_AG-0QC8
Eric Kaufmann is a Professor of Politics at the University of London where he helps walk us through how we got here and where we might be headed. Lyn Alden on the Petro-Dollar: https://youtu.be/sTKObw_-OBY Keith Dicker explains why the US Dollar is King: https://youtu.be/gLmoJYqZuks Jim Rogers on the Rise of China: https://youtu.be/SfLaJtXfx3w Paul Kingsnorth critiques Neo-liberalism: https://youtu.be/HJViqeBovvQ First Interview with Simon Mikhailovich: https://youtu.be/Na9SA84JJ1E Jeff Booth on Tech Deflation: https://youtu.be/qlF_AG-0QC8
Garett Jones joins us to discuss why it's better to surround yourself with smart people than trying to become one. He also turns us towards his book 10% Less Democracy: Why You Should Trust Elites a Little More and the Masses a Little Less. He ends with some suggestions on how to move forward and govern ourselves a little better and fight a little less. Lyn Alden on the Petro-Dollar: https://youtu.be/sTKObw_-OBY Keith Dicker explains why the US Dollar is King: https://youtu.be/gLmoJYqZuks Jim Rogers on the Rise of China: https://youtu.be/SfLaJtXfx3w Paul Kingsnorth critiques Neo-liberalism: https://youtu.be/HJViqeBovvQ First Interview with Simon Mikhailovich: https://youtu.be/Na9SA84JJ1E Jeff Booth on Tech Deflation: https://youtu.be/qlF_AG-0QC8
We also dive into his thoughts on Crypto as well as his thoughts on Central Bank Digital Currencies or CBDC's. Hang on tight! Lyn Alden on the Petro-Dollar: https://youtu.be/sTKObw_-OBY Keith Dicker explains why the US Dollar is King: https://youtu.be/gLmoJYqZuks Jim Rogers on the Rise of China: https://youtu.be/SfLaJtXfx3w Paul Kingsnorth critiques Neo-liberalism: https://youtu.be/HJViqeBovvQ First Interview with Simon Mikhailovich: https://youtu.be/Na9SA84JJ1E Jeff Booth on Tech Deflation: https://youtu.be/qlF_AG-0QC8
Ann Pettifor joins us to discuss all this and more. Ultimately, she believes that governments around the world have given over a vast sum of political decisions and roles to the free market which has now given rise to global populist anger. We're facing a massive question of who should control our economic systems and should we be able to vote them into or out of power. Only the future knows, but until then Ann helps guide us into an understanding of the forces behind these great shifts.Lyn Alden on the Petro-Dollar: https://youtu.be/sTKObw_-OBY Keith Dicker explains why the US Dollar is King: https://youtu.be/gLmoJYqZuks Jim Rogers on the Rise of China: https://youtu.be/SfLaJtXfx3w Paul Kingsnorth critiques Neo-liberalism: https://youtu.be/HJViqeBovvQ First Interview with Simon Mikhailovich: https://youtu.be/Na9SA84JJ1E Jeff Booth on Tech Deflation: https://youtu.be/qlF_AG-0QC8
Laying out his fundamental beliefs Felix doesn't see a true problem it's solving, though explains how most historical speculative manias leave some sort of great lasting benefit. We dive into what exactly does it mean to have a deflationary currency and how narrative splay into crypto's evolution. Lyn Alden on the Petro-Dollar: https://youtu.be/sTKObw_-OBY Keith Dicker explains why the US Dollar is King: https://youtu.be/gLmoJYqZuks Jim Rogers on the Rise of China: https://youtu.be/SfLaJtXfx3w Paul Kingsnorth critiques Neo-liberalism: https://youtu.be/HJViqeBovvQ First Interview with Simon Mikhailovich: https://youtu.be/Na9SA84JJ1E Jeff Booth on Tech Deflation: https://youtu.be/qlF_AG-0QC8
The Empire's New Clothes is a Podcast & YouTube series examining the cyclical forces that make and break empires. We'll try to answer the big questions of how we got here as a society and tease out what's coming next. Episodes drop every Monday. https://open.spotify.com/show/0006eX0RIlaP8d4QeC4vlsP006 www.theempiresclothes.com https://twitter.com/EmpiresClothes https://www.facebook.com/empiresclothes https://www.instagram.com/empires_clothes/ https://www.linkedin.com/company/the-empires-new-clothes/about/Lyn Alden on the Petro-Dollar: https://youtu.be/sTKObw_-OBY Keith Dicker explains why the US Dollar is King: https://youtu.be/gLmoJYqZuks Jim Rogers on the Rise of China: https://youtu.be/SfLaJtXfx3w Paul Kingsnorth critiques Neo-liberalism: https://youtu.be/HJViqeBovvQ First Interview with Simon Mikhailovich: https://youtu.be/Na9SA84JJ1E Jeff Booth on Tech Deflation: https://youtu.be/qlF_AG-0QC8
Martin Wolf is the Chief Economic Commentator for the Financial Times and is currently working on a book about the crisis of democratic capitalism.Lyn Alden on the Petro-Dollar:https://youtu.be/sTKObw_-OBYKeith Dicker explains why the US Dollar is King:https://youtu.be/gLmoJYqZuksJim Rogers on the Rise of China:https://youtu.be/SfLaJtXfx3wPaul Kingsnorth critiques Neo-liberalism:https://youtu.be/HJViqeBovvQFirst Interview with Simon Mikhailovich:https://youtu.be/Na9SA84JJ1EJeff Booth on Tech Deflation:https://youtu.be/qlF_AG-0QC8
Lyn Alden on the Petro-Dollar:https://youtu.be/sTKObw_-OBYKeith Dicker explains why the US Dollar is King:https://youtu.be/gLmoJYqZuksJim Rogers on the Rise of China:https://youtu.be/SfLaJtXfx3wPaul Kingsnorth critiques Neo-liberalism:https://youtu.be/HJViqeBovvQFirst Interview with Simon Mikhailovich:https://youtu.be/Na9SA84JJ1EJeff Booth on Tech Deflation:https://youtu.be/qlF_AG-0QC8
Lyn Alden on the Petro-Dollar:https://youtu.be/sTKObw_-OBYKeith Dicker explains why the US Dollar is King:https://youtu.be/gLmoJYqZuksJim Rogers on the Rise of China:https://youtu.be/SfLaJtXfx3wPaul Kingsnorth critiques Neo-liberalism:https://youtu.be/HJViqeBovvQFirst Interview with Simon Mikhailovich:https://youtu.be/Na9SA84JJ1EJeff Booth on Tech Deflation:https://youtu.be/qlF_AG-0QC8
Lyn Alden on the Petro-Dollar:https://youtu.be/sTKObw_-OBYKeith Dicker explains why the US Dollar is King:https://youtu.be/gLmoJYqZuksJim Rogers on the Rise of China:https://youtu.be/SfLaJtXfx3wPaul Kingsnorth critiques Neo-liberalism:https://youtu.be/HJViqeBovvQFirst Interview with Simon Mikhailovich:https://youtu.be/Na9SA84JJ1EJeff Booth on Tech Deflation:https://youtu.be/qlF_AG-0QC8
Lyn Alden on the Petro-Dollar:https://youtu.be/sTKObw_-OBYKeith Dicker explains why the US Dollar is King:https://youtu.be/gLmoJYqZuksJim Rogers on the Rise of China:https://youtu.be/SfLaJtXfx3wPaul Kingsnorth critiques Neo-liberalism:https://youtu.be/HJViqeBovvQFirst Interview with Simon Mikhailovich:https://youtu.be/Na9SA84JJ1EJeff Booth on Tech Deflation:https://youtu.be/qlF_AG-0QC8
Lyn Alden on the Petro-Dollar:https://youtu.be/sTKObw_-OBYKeith Dicker explains why the US Dollar is King:https://youtu.be/gLmoJYqZuksJim Rogers on the Rise of China:https://youtu.be/SfLaJtXfx3wPaul Kingsnorth critiques Neo-liberalism:https://youtu.be/HJViqeBovvQFirst Interview with Simon Mikhailovich:https://youtu.be/Na9SA84JJ1EJeff Booth on Tech Deflation:https://youtu.be/qlF_AG-0QC8
Lyn Alden on the Petro-Dollar:https://youtu.be/sTKObw_-OBYKeith Dicker explains why the US Dollar is King:https://youtu.be/gLmoJYqZuksJim Rogers on the Rise of China:https://youtu.be/SfLaJtXfx3wPaul Kingsnorth critiques Neo-liberalism:https://youtu.be/HJViqeBovvQFirst Interview with Simon Mikhailovich:https://youtu.be/Na9SA84JJ1EJeff Booth on Tech Deflation:https://youtu.be/qlF_AG-0QC8
Lyn Alden on the Petro-Dollar:https://youtu.be/sTKObw_-OBYKeith Dicker explains why the US Dollar is King:https://youtu.be/gLmoJYqZuksJim Rogers on the Rise of China:https://youtu.be/SfLaJtXfx3wPaul Kingsnorth critiques Neo-liberalism:https://youtu.be/HJViqeBovvQFirst Interview with Simon Mikhailovich:https://youtu.be/Na9SA84JJ1EJeff Booth on Tech Deflation:https://youtu.be/qlF_AG-0QC8
Lyn Alden on the Petro-Dollar:https://youtu.be/sTKObw_-OBYKeith Dicker explains why the US Dollar is King:https://youtu.be/gLmoJYqZuksJim Rogers on the Rise of China:https://youtu.be/SfLaJtXfx3wPaul Kingsnorth critiques Neo-liberalism:https://youtu.be/HJViqeBovvQFirst Interview with Simon Mikhailovich:https://youtu.be/Na9SA84JJ1EJeff Booth on Tech Deflation:https://youtu.be/qlF_AG-0QC8
In Episode 209 of Hidden Forces, Demetri Kofinas speaks with Simon Mikhailovich, founder and Managing Partner of “The Bullion Reserve,” a professionally managed private vehicle providing full-service solutions that ensure legal compliance, jurisdictional diversification, liquidity, physical access, and deliverability of gold bullion. Operating within a single structure, TBR maximizes flexibility and enables the use of gold bullion as a deep out of the money put option on the failure of extreme monetary policies with an asymmetric upside. Demetri and Simon spend most of the podcast discussing Simon's experience growing up in and emigrating from the Soviet Union, and the economic and political lessons that he has drawn from that experience and that we can apply to our present predicament in Western society. The last twenty to twenty-five minutes or so is spent specifically on TBR and the value proposition of holding gold bullion in a world where the traditional, safe-haven asset of US treasuries no longer inspires the same amount of investor confidence that it did only 10 or 20 years ago and what that means for not only portfolio construction but political and social stability as well. Because some of today's conversation deals with investing, it's important to make absolutely clear that nothing discussed on this podcast can or should be viewed as financial advice. All opinions expressed by podcast participants are solely their own opinions and should not be relied upon as the basis for financial decisions. You can access the transcript and rundown to this week's episode through the Hidden Forces Patreon Page. All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application. gain access to our overtime feed, which can be easily added to your favorite podcast application. If you enjoyed listening to today's episode of Hidden Forces you can help support the show by doing the following: Subscribe on Apple Podcasts | Spotify | Stitcher | SoundCloud | YouTube | CastBox | RSS Feed Write us a review on Apple Podcasts Subscribe to our mailing list through the Hidden Forces Website Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at https://patreon.com/hiddenforces Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 09/06/2021
Lyn Alden on the Petro-Dollar:https://youtu.be/sTKObw_-OBYKeith Dicker explains why the US Dollar is King:https://youtu.be/gLmoJYqZuksJim Rogers on the Rise of China:https://youtu.be/SfLaJtXfx3wPaul Kingsnorth critiques Neo-liberalism:https://youtu.be/HJViqeBovvQFirst Interview with Simon Mikhailovich:https://youtu.be/Na9SA84JJ1EJeff Booth on Tech Deflation:https://youtu.be/qlF_AG-0QC8
Lyn Alden on the Petro-Dollar:https://youtu.be/sTKObw_-OBYKeith Dicker explains why the US Dollar is King:https://youtu.be/gLmoJYqZuksJim Rogers on the Rise of China:https://youtu.be/SfLaJtXfx3wPaul Kingsnorth critiques Neo-liberalism:https://youtu.be/HJViqeBovvQFirst Interview with Simon Mikhailovich:https://youtu.be/Na9SA84JJ1EJeff Booth on Tech Deflation:https://youtu.be/qlF_AG-0QC8
Lyn Alden on the Petro-Dollar:https://youtu.be/sTKObw_-OBYKeith Dicker explains why the US Dollar is King:https://youtu.be/gLmoJYqZuksJim Rogers on the Rise of China:https://youtu.be/SfLaJtXfx3wPaul Kingsnorth critiques Neo-liberalism:https://youtu.be/HJViqeBovvQFirst Interview with Simon Mikhailovich:https://youtu.be/Na9SA84JJ1EJeff Booth on Tech Deflation:https://youtu.be/qlF_AG-0QC8
Lyn Alden on the Petro-Dollar:https://youtu.be/sTKObw_-OBYKeith Dicker explains why the US Dollar is King:https://youtu.be/gLmoJYqZuksJim Rogers on the Rise of China:https://youtu.be/SfLaJtXfx3wPaul Kingsnorth critiques Neo-liberalism:https://youtu.be/HJViqeBovvQFirst Interview with Simon Mikhailovich:https://youtu.be/Na9SA84JJ1EJeff Booth on Tech Deflation:https://youtu.be/qlF_AG-0QC8
The Empire's New Clothes is a Podcast & YouTube series examining the cyclical forces that make and break empires. We'll try to answer the big questions of how we got here as a society and tease out what's coming next. Episodes drop every Monday.www.theempiresclothes.comhttps://open.spotify.com/show/0006eX0RIlaP8d4QeC4vlsP006https://twitter.com/EmpiresClothes https://www.facebook.com/empiresclotheshttps://www.instagram.com/empires_clothes/https://www.linkedin.com/company/the-empires-new-clothes/about/
We discuss the man, the myth, the legend, Simon Mikhailovich! Tune in on Monday to hear the full interview with Simon. Enjoy other Episodes: Lyn Alden on the Petro-Dollar: https://youtu.be/sTKObw_-OBY Keith Dicker explains why the US Dollar is King: https://youtu.be/gLmoJYqZuks Jim Rogers on the Rise of China: https://youtu.be/SfLaJtXfx3w Paul Kingsnorth critiques Neo-liberalism: https://youtu.be/HJViqeBovvQ First Interview with Simon Mikhailovich: https://youtu.be/Na9SA84JJ1E Jeff Booth on Tech Deflation: https://youtu.be/qlF_AG-0QC8
We'll be back the week of August 23 with a brand new episode of Outlier Academy! In the meantime, we're sharing some of our most popular episodes, including this one with Simon Mikhailovich. “The most important thing is that technology evolves, but people don't. That's the biggest lesson of history—humans don't change.” – Simon Mikhailovich In this episode of Outlier Academy, I'm talking with Simon Mikhailovich (@S_Mikhailovich) about why gold is important in the current economy, how it maintains purchasing power over time, and important lessons from financial history. Simon Mikhailovich is a contrarian investor and entrepreneur who is also the co-founder and lead manager of The Bullion Reserve (TBR), a private vehicle that enables investors to hold physical gold across multiple jurisdictions outside the financial system. Before starting TBR, he co-founded Eidesis Capital, was a Portfolio Manager at Falcon Asset Management, and with his deep understanding of financial history, predicted and profited from the financial crises of 2000 and 2008. Show notes with links, quotes, and a transcript of the episode: https://www.danielscrivner.com/notes/simon-mikhailovich-outliers-show-notes Chapters in this interview: 00:00:07 – Simon's thoughts on gold's role in the current financial market 00:07:19 – Why gold is important at this moment in time 00:14:22 – Cycles of financial euphoria 00:19:06 – The three ways to get out of debt 00:25:05 – Why holding physical gold is different and better than savings in other forms 00:30:46 – Gold is the ultimate insurance for bad financial outcomes 00:36:48 – Gold vs. other precious metals, and how gold is nature's Bitcoin 00:41:58 – Should people invest in gold ETFs? 00:44:37 – Gold has no impairment risk or counterparty risk, and making money vs. preserving wealth 00:48:01 – How personal experience vs. historical experience affects our investment decisions 00:57:35 – How Simon has maintained an outlier point of view over time 01:03:37 – Simon's recommended books on financial history Sign up here for Outlier Debrief, our Friday newsletter that highlights the latest episode, expands on important business and investing concepts, and contains the best of what we read each week. Follow Outlier Academy on Twitter: https://twitter.com/outlieracademy. If you loved this episode, please share a quick review on Apple Podcasts.
✅ LYN ALDEN and I discuss portfolio that will HELP YOU profit from DOLLAR losing reserve currency status, click this link to check it out!!
Founder of The Bullion Reserve, Simon Mikhailovich joins Bill and Grant for the latest episode of The End Game to discuss the idea of a failed state being a potentially unexpected resolution to the current financial and geopolitical turbulence enveloping the world. Drawing on his formative experiences in the Soviet Union and his family's subsequent expatriation to the United States, Simon explains how the collapse of an empire felt for those living under its umbrella, the parallels he sees in the West of today and the signs he's looking for to suggest an acceleration of the move towards a catastrophic failure. Simon discusses the role played by gold in similar events throughout history and answers the question ‘has the West moved past the point of no return?' in a way that may surprise you... As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game so sign up today!
“The most important thing is that technology evolves, but people don't. That's the biggest lesson of history—humans don't change.” – Simon Mikhailovich In this episode of Outliers, I’m talking with Simon Mikhailovich (@S_Mikhailovich) about why gold is important in the current economy, how it maintains purchasing power over time, and important lessons from financial history. Simon Mikhailovich is a contrarian investor and entrepreneur who is also the co-founder and lead manager of The Bullion Reserve (TBR), a private vehicle that enables investors to hold physical gold across multiple jurisdictions outside the financial system. Before starting TBR, he co-founded Eidesis Capital, was a Portfolio Manager at Falcon Asset Management, and with his deep understanding of financial history, predicted and profited from the financial crises of 2000 and 2008. Show notes with links, quotes, and a transcript of the episode: https://www.danielscrivner.com/notes/simon-mikhailovich-outliers-show-notes Chapters in this interview: 00:00:07 – Simon’s thoughts on gold’s role in the current financial market 00:07:19 – Why gold is important at this moment in time 00:14:22 – Cycles of financial euphoria 00:19:06 – The three ways to get out of debt 00:25:05 – Why holding physical gold is different and better than savings in other forms 00:30:46 – Gold is the ultimate insurance for bad financial outcomes 00:36:48 – Gold vs. other precious metals, and how gold is nature’s Bitcoin 00:41:58 – Should people invest in gold ETFs? 00:44:37 – Gold has no impairment risk or counterparty risk, and making money vs. preserving wealth 00:48:01 – How personal experience vs. historical experience affects our investment decisions 00:57:35 – How Simon has maintained an outlier point of view over time 01:03:37 – Simon’s recommended books on financial history Sign up here for Outliers Weekly, our Sunday newsletter that highlights the latest episode, expands on important business and investing concepts, and contains the best of what we read each week. Follow Outliers on Twitter: https://twitter.com/heyoutliers. If you loved this episode, please share a quick review on Apple Podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Escaping the Soviet Union at the age of 19, Simon Mikhailovich could recognize a crisis in the making. With that same skepticism he positioned and profited from both the 2000 and 2008 market dislocations. Through his extensive market experience and history he explains the origin of the US’s current problems and how we’re really not that different from those who come before us.
Tom welcomes a new guest Simon Mikhailovich. Simon is a contrarian investor, entrepreneur, and the founder of The Bullion Reserve. Simon discusses how today's accounting practices may look okay on paper, but the truth is we are bust. It is now impossible to meet the future demands on cash-flow. Rates today are at 5000-year lows, while most assets are very overpriced. The dollar has declined in value during the past century by 95%. He argues that since interest rates are now zero, currency can only fall in value from here. Banks have no choice but to follow the path they are currently on, and no politician will alter that course because it would be political suicide. He discusses gold's key characteristics in-depth and what makes it so fundamentally different from any other asset. Gold represents independence, scarcity, and permanence. Gold is independent because it is a physical item that does not rely on anything or any infrastructure. He says, "Empires may come and go, systems will change, and technology transforms, but gold remains." There have been many hyperinflations, and during these crises, people have chosen to use the dollar as an alternative. What happens when the dollar is compromised? What is the option to the U.S. dollar? Bitcoin comes from the same desire to have independence from the financial system. However, there is a lot of marketing hype and misconception surrounding these digital assets. He makes a compelling case that digital assets are inherently different. Crypto requires infrastructure, and while gold will always exist, the same can not be said for bitcoin. He discusses what propaganda means and how it represents marketing. You need critical thinking and some experience to evaluate these types of claims. Lastly, Simon discusses his bullion business and the services he provides to high-net worth investors. Time Stamp References:0:00 - Intro0:53 - Accounting & Obligations4:00 - Discounted Cash-Flow6:00 - Dollar Purchasing Power7:18 - Central Banks & Politics9:19 - Properties of Gold18:45 - Futures & Pricing Today25:29 - Gold 2.0 - Bitcoin?39:06 - Pricing & Sentiment41:38 - Defining Propaganda50:20 - The Bullion Reserve Talking Points From This Episode Account practices and future obligationsThree key characteristics of goldFutures markets and digital wealthDefining propagandaThe Bullion Reserve Guest Links:Twitter: https://twitter.com/S_MikhailovichWebsite: https://www.bullionreserve.com Simon A. Mikhailovich is a co-founder, lead manager of The Bullion Reserve, and a director. Mr. Mikhailovich is an entrepreneur and contrarian investor who predicted and profited from the financial crises of 2000 and 2008. Before co-founding TBR in 2014, Mr. Mikhailovich co-founded Eidesis Capital, a special situations investment firm. Between 1998 and 2014, the Eidesis team deployed over $2.5B of capital through special opportunity funds focused on high yield corporate bonds and loans, credit derivatives, distressed CDOs and MBS, and gold. Previously, Mr. Mikhailovich was a Portfolio Manager at Falcon Asset Management, overseeing alternative investments in hard assets, including oil and gas properties, timberlands, and agribusiness. During the credit cycle of the early 1990s, he headed a workouts' team responsible for restructuring multiple businesses in North America and Europe. Mr. Mikhailovich received a M.S. in Business (Finance) from the University of Baltimore and a B.S. from Johns Hopkins University.
One big announcement... That's all it took to boost one dying old company from $2.10 on a Friday... To as high as $60 on a Wednesday. On this week's episode I'll examine some of the foul play surrounding the $765 million Kodak deal that was just announced last week. It looks so bad that the SEC is already involved. I also interview Simon Mikhailovich, founder of The Bullion Reserve, a full service gold solution for accredited investors. We talk about what makes gold better than many other investments, as well as where we see the price going in the upcoming years.
One big announcement... That's all it took to boost one dying old company from $2.10 on a Friday... To as high as $60 on a Wednesday. On this week's episode I’ll examine some of the foul play surrounding the $765 million Kodak deal that was just announced last week. It looks so bad that the SEC is already involved. I also interview Simon Mikhailovich, founder of The Bullion Reserve, a full service gold solution for accredited investors. We talk about what makes gold better than many other investments, as well as where we see the price going in the upcoming years.
Ned Naylor-Leyland, Simon Mikhailovich, David Fergusson, Egon von Greyerz and Ronni Stoferle discuss the economic environment, what policy action means for gold, the possibility of inflation and the landscape for investing in precious metal mining stocks...
In today's episode, Marcelo Lopez spoke with Simon Mikhailovich, co-founder and manager of the Tocqueville Bullion Reserve, which he describes as a global solution for those who wish to have gold and make use of a complete infrastructure with fiduciary responsibility and alignment of interests, allowing the purchase directly from the refiners. At the beginning of the conversation, Simon draws a distinction between having gold as a form of investment and having it as a safe haven. For both cases, he highlights how to position and the incredible features of the yellow metal. Simon and Marcelo conduct an interesting discussion of gold price performance since the peak in 2011, and ponder the effects of asset inflation, central bank intervention, currencies, confidence and how the “insurance policy” works. Simon Mikhailovich makes a detailed analysis of the differences between the sentiment and behavior of Americans, Russians and Chinese in relation to the acquisition of gold, with a historical and political context for each. Asked if gold is the only way to protect oneself and where to keep it, Simon elaborates with a thorough explanation of the weaknesses of the global financial system, compares gold to other real assets and underlines what makes it unique when it comes to protection and practicality. After Marcelo brings some recent examples of consolidation activities among gold mining companies, Simon Mikhailovich explains how the prices, the expectation and the dynamics of gold extraction are the catalysts for the mergers and acquisitions that are happening in the sector, besides commenting on his perspective on this issue. Simon, who has extensive experience as a derivatives investor, having made money on the way up and also on the way down in the last cycle, argues that derivative contracts represent a major risk to the system and discusses his macroeconomic outlook, including global indebtedness, asset pricing and possible consequences for the markets. Specifically on the US government borrowing and central bank actions, Mikhailovich assesses the current situation, the implications of the policies adopted, underscores the importance of the issue of trust and compares the current scenario with the latest financial crises. Asked about the importance of the price of gold, Simon Mikhailovich ponders about purchasing power, nominal and real values and cites historical examples of the commodity price relative to other assets to substantiate his view on the subject. To know more about L2 Capital Partners, please check out our website! The L2 Capital Podcast focuses on potential opportunities in the market, and brings to you industry leaders and intelligent conversation about their respective areas of expertise.
Simon Mikhailovich, lead manager of the Tocqueville Bullion Reserve, stops by Grant's world headquarters to discuss doing business in the modern administrative state. 4:17 The "menacing" language of compliance 9:30 #Gold, negative-yielding bonds and safety 16:53 Jim's reading list .@S_Mikhailovich www.bullionreserve.com Subscribe to the Grant's Current Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
What’s the single best piece of advice you’ve ever received, and how have you applied it over the course of your investment career? In this episode of the “Adventures in Finance” series, eight of our favorite prior guests join us once again to answer that question. You’ll hear from Marc Cohodes, Pippa Malmgren, Chris Cole, Ben Hunt, Jawad Mian, Simon Mikhailovich, Dee Smith and Jeff Snider – and if you don’t walk away from this series of short interviews with something new to think about it, go back and listen again! Plus, in the long/short segment, Grant and Alex trade selfies, people who hate their jobs, and you. Learn more about your ad choices. Visit megaphone.fm/adchoices
Simon Mikhailovich emigrated from the Soviet Union at the age of 19 with his family and just $100 in a suitcase. After putting himself through college he began a career in finance. Eventually, he found himself at the leading edge of the development of the financial derivatives that would be at the center of the great financial crisis. Upon successfully navigating those rough investing waters, he turned his attention to effectively hedging risk in an era of mass financialization. Today he manages the Tocqueville Bullion Reserve, a limited partnership focusing on the efficient ownership of physical gold. In this conversation, we discuss the end of the great debt super cycle, its implications for both financial assets and real assets and how gold represents the ultimate insurance policy during this time of growing uncertainty. Visit TheFelderReport.com/podcast for links and charts related to this episode.
Neil Howe isn't only a household name for finance-types, he coined the term "Millennials" and literally wrote the book on generational analysis. This week, he shares his insights on where we stand in his Fourth Turning framework and what it means for markets and society. In 'Things I Got Wrong', Simon Mikhailovich, Founding Partner of Toqueville Bullion Reserve, shares what he got wrong about liquidity and leverage during 2007. (A very special thanks and congratulations to our producer, James, and his Mrs. on the arrival of their baby girl, Hayley!) Learn more about your ad choices. Visit megaphone.fm/adchoices
Brien Lundin & Simon Mikhailovich appear for the first time. Brien who publishes The Gold Newsletter and host the New Orleans Investment Conference will give us his thoughts on how to best survive the assault against individual Americans via the pernicious but little understood theft of private property and may also share with us some of his favorite gold and silver mining stocks. Yes, we need to own gold, but what is the best way to own it in order to retain your wealth? Simon Mikhailovich and his firm have developed some unique products that may be a life saver if/when government chooses to confiscate gold once again from Americans. Lastly, Amir Adnani, the CEO of Brazil Resources, will be with us to update us on the progress his well-funded gold exploration company is making.
Brien Lundin & Simon Mikhailovich appear for the first time. Brien who publishes The Gold Newsletter and host the New Orleans Investment Conference will give us his thoughts on how to best survive the assault against individual Americans via the pernicious but little understood theft of private property and may also share with us some of his favorite gold and silver mining stocks. Yes, we need to own gold, but what is the best way to own it in order to retain your wealth? Simon Mikhailovich and his firm have developed some unique products that may be a life saver if/when government chooses to confiscate gold once again from Americans. Lastly, Amir Adnani, the CEO of Brazil Resources, will be with us to update us on the progress his well-funded gold exploration company is making.
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