PodCasts Archives - McAlvany Weekly Commentary

A Look at This Week’s Show: -Observations from Hong Kong -Steven Roach’s take on China (A review)

About This Week’s Show: -Outflow of illicit Chinese funds skyrocketing -Inflow of funds go into Singapore and Hong Kong -Templeton’s Dr. Mobius calls for gold backed cash

A Look At This Week’s Show: -China is buying and betting on higher oil -Food inflation fears feed political change -Gold’s long term up trend intact -Click Here to View Gold Chart

A Look At This Week’s Show: -The Gold Bull could last another 7-10 yrs -Buy Gold stocks for dividends and coins for safety -Long consolidations lead to higher up moves About the Guest: Alan M. Newman, the Editor of Crosscurrents, was born on June 24, 1940 in Brooklyn, New York. He has been married for 38 years and has two boys, 29 and 23, both Eagle Scouts. Mr. Newman has formerly enjoyed careers in acting, computer programming, game design and real estate and currently resides in Nassau County, NY, where his recently retired wife Ali received a Doctoral degree in Literacy Studies. Dr. Newman still teaches two classes as an adjunct Professor at Hofstra University.

About this Week’s Show: -High Frequency Trading dominates current market -Stocks are now in a period like 66’– 82’ -Regulation would help, but the Fox is in the Henhouse ek’s Show:

A Look At This Week’s Show: -Politics trumps economic reform -Vested interests: throw out or buy out -Crises could invoke political courage About the Guest: Minxin Pei is an expert on governance in the People’s Republic of China, U.S.-Asia relations, and democratization in developing nations.

A Look At This Week’s Show: -Fed “Twist” disappoints speculators -Retail insiders hit the exits -Patience equals investment virtue

A Look At This Week’s Show: -Globalization/liquidity cycle at the end -Chinese households have paid for 20 yrs growth -Without fiscal union, Euro will break up About the Guest: Wall Street veteran, merchant banker, equities trader, economist, finance professor, entrepreneur — iconoclast — Michael Pettis is a unique individual living and working in China, at the heart of the world’s most exciting and vibrant economy. CLICK HERE TO READ MORE

A Look at This Week’s Show: -Will China’s currency go international? -China must become more self dependent. -Will those in power willingly give it up?

A Look At This Week’s Show: -Capital is fleeing Spain at over 50 billion per month -Dow Theory system declares a Bear Market Confirmation -Correlation of all paper markets limits “safe-havens” outside of gold

A Look At This Week’s Show: -Spanish Armada disaster redux–this time it’s bonds -China and India buy 83% of all newly mined gold! -”He who owns the gold, makes the rules”

A Look At This Week’s Show: -Gold called “Uncivilized” by paper propagandists -In gold terms, Buffett is 75% cheaper than 11 years ago -Talk to David McAlvany “live” tonight at 8:00 EST – Click Here to Register

A Look At This Week’s Show: -Predictable policy is a must -We must move from discretionary policies to the rule of law -It’s time to clearly limit the role of government

A Look At This Week’s Show: -We have not had true capitalism for 100 years -The new economy: Expand credit or die -Debt: From 1 trillion to 50 trillion in 5 decades About the Author: Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as global head of investment strategy at ABN AMRO Asset Management in London, worked as a financial sector specialist for the World Bank in Washington D.C., and headed equity research departments for James Capel Securities and Salomon Brothers in Bangkok. He also worked as a consultant for the IMF in Thailand during the Asia Crisis. He is now chief economist at Blackhorse Asset Management in Singapore. Click here to purchase: The New Depression  

A Look At This Week’s Show: -The gold standard forced balanced rules and budgets -We have been taught to fear deflation by those who control the money -Egan Jones and the danger of telling the truth