VIDEO: 31 Minutes with 40 Supporting Slides THE SLOW DEATH OF THE SINGLE FAMILY HOME Charles Hugh Smith and I do some independent investigative research into US Homeownership. The results are startling! Most are aware that homeownership has become unaffordable based on housing prices and mortgage rates. However, the problem is much bigger and more […]
Trig Video
MACRO ANALYTICS – 08 29 24 – AUGUST – IS THE EVERYTHING BUBBLE ABOUT TO POP?
VIDEO: 37 Minutes with 40 Supporting Slides
MACRO ANALYTICS – 05 30 24 – JUNE – Financial Nihilism, Inflation & The Collapsing American Dream
VIDEO: 42 Minutes with 46 Supporting Slides NIHILISM, INFLATION & THE COLLAPSING AMERICAN DREAM KEY MESSAGE Surviving & Prospering for the 2020’s will require Self Reliance built on: Communication Skills Common Sense, Problem-Solving Attitude, Resilience, and Adaptability TENETS OF SELF-RELIANCE THAT PAY OFF IN ERAS IF RPAID CHANGE Own your skills, experience and work: each […]
Fed Has Nowhere to Run, Nowhere to Hide!!
24 Minutes with 11 Supporting Slides SLIDE DECK PDF: Talking Point Charts PODCAST (BELOW) Gordon and Kerry discussed the performance of the S&P 500 and its fluctuations due to COVID-19. They also explored the potential risks and impacts on the equities market, the role of Treasury Secretary Yellen in managing market liquidity, and the consequences […]
THOUGHTFUL MONEY INTERVIEW
VIDEO: 99 Minutes and 15 Supporting Slides THOUGHTFUL MONEY INTERVIEW A Situational Analysis of the Global Macro INTERVIEW SLIDE DECK: DOWNLOAD (PowerPoint ) I hope you enjoy the interview as much as did in doing it! Adam asks hard questions and then distills the key messages quite succinctly. Adam was the former co-founder of Wealthion. It […]
MACRO ANALYTICS – 01-11-24 – Self Reliance
VIDEO: 45 Minutes with 33 Supporting Slides MODERN DAY PILLARS A& PATH TO SELF-RELIANCE KEY MESSAGE In the latest Macro Analytics video Charles High Smith and I continue our discussion on the importance of Self-Reliance in todays modern world. With the growing inability of Americans to save for their retirement while government retirement benefits such […]
FSN INTERVIEW: INSIGHTS ON NAVIGATING ECONOMIC CHALLENGES
– 19 MINUTE PODCAST – Join us for a critical analysis of the current economic landscape as Kerry Lutz sits down with financial expert Gordon T. Long. In this compelling interview, they delve into the intricacies of the subprime auto market, the increasing rates of repos, credit card defaults, and foreclosures, painting a stark picture of […]
FSN INTERVIEW: THE CREDIT BUST IS HERE!
– 32 MINUTE PODCAST – Gordon T. Long believes that the banking system is in an extinction event and that the Fed’s reduction of interest rates may initially create excitement, but will eventually break down. He also believes that the dollar is currently a safe haven, but that risk premiums on bonds will push interest rates […]
MACRO ANALYTICS – 04 13 23 – Its a Waterfall – Risk, Collateral & Productivity
VIDEO: 36 Minutes with 45 Supporting Slides KEY MESSAGES In discussions Charles High Smith and I saw three themes that were independently coming out in our writings. REPRICING OF RISK: The reality that Risk was going to have to be Repriced, REVALUING COLLATERAL: The fact that Collateral that underpins credit was both seriously overvalued and […]
FSN INTERVIEW: A NEW RECESSION COMING IN JUNE
– 23 MINUTE PODCAST – A NEW RECESSION COMING IN JUNE w/ KERRY LUTZ Despite news about about mass layoffs and declining job numbers, we still saw a stellar labor report last month. What can we gather from these manipulated statistics? Gordon T. Long joins us in this episode to shed some light on the confusing circumstances—consisting […]