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𝗠𝘆 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝘄𝗶𝘁𝗵 𝗕𝗼𝗯 𝗥𝗼𝗯𝗼𝘁𝘁𝗶, 𝘄𝗵𝗼 𝗵𝗮𝘀 𝗯𝗲𝗲𝗻 𝗽𝗶𝗰𝗸𝗶𝗻𝗴 𝘃𝗮𝗹𝘂𝗲 𝘀𝘁𝗼𝗰𝗸𝘀 𝘀𝗶𝗻𝗰𝗲 𝟭𝟵𝟴𝟯. Bob Robotti & I cover: • The reindustrialization of North America, powered by cheap natural gas • Why he's bullish on energy and homebuilders • The valuation gap he sees across the small cap universe •... show more

Meb Faber

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Households are facing heightened pressure on winter energy bills, after regulator Ofgem raised its price cap by 4% to a three-year high. The cap will rise by £60 a year - or £5 a month - to £1,723 for the average household using both gas and electricity, if usage stays at that level for a full year. Money saving expert Martin Lewis explains the rise in detail and gives his advice on what you can do

Households are facing heightened pressure on winter energy bills, after regulator Ofgem raised its price cap by 4% to a three-year high. The cap will rise by £60 a year - or £5 a month - to £1,723 for the average household using both gas and electricity, if usage stays at that level for a full year. Money saving expert Martin Lewis explains the rise in detail and gives his advice on what you can do

Good Morning Britain

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I asked Henrik Zeberg where he sees gold by 2030. His answer was $30,000-35,000 an ounce. Sounds crazy but he's looking at what happened in 77-80 when real stagflation hit. He thinks gold pulls back first when the dollar strengthens. Then goes 5-10x in a year or two once the economy stalls and inflation runs hot. Full conversation on Risk Takers Crypto Banter Crypto Banter Clips

I asked Henrik Zeberg where he sees gold by 2030. His answer was $30,000-35,000 an ounce. Sounds crazy but he's looking at what happened in 77-80 when real stagflation hit. He thinks gold pulls back first when the dollar strengthens. Then goes 5-10x in a year or two once the economy stalls and inflation runs hot. Full conversation on Risk Takers Crypto Banter Crypto Banter Clips

Alessandro

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CNN's Scott Jennings on Zohran Mamdani: "I'm going to compliment your guy. He's the greatest actor you have. You know, he turned himself into a hood ornament for the poor and the downtrodden. He's a rich kid who is a great actor. He -- he play acts. He play acts" "I'm just saying there's no other obvious Democrat. He has all the energy behind him. You talk about slicing and dicing the electorate, he's going to slice it and dice it in one way -- oppressors and oppressed. And I want to find out if he has it in him to give it up. I don't think he does, because that's the energy in the Democratic Party. It's oppressors and oppressed. That's why the Jews in this city feel scared because they know he has labeled them as the oppressors. That's why people who create jobs in New York City are leery, because he labels them the oppressors. That is the the worldview of the energy of this campaign. And it's also the worldview of the energy of Democratic primaries across this country."

CNN's Scott Jennings on Zohran Mamdani: "I'm going to compliment your guy. He's the greatest actor you have. You know, he turned himself into a hood ornament for the poor and the downtrodden. He's a rich kid who is a great actor. He -- he play acts. He play acts" "I'm just saying there's no other obvious Democrat. He has all the energy behind him. You talk about slicing and dicing the electorate, he's going to slice it and dice it in one way -- oppressors and oppressed. And I want to find out if he has it in him to give it up. I don't think he does, because that's the energy in the Democratic Party. It's oppressors and oppressed. That's why the Jews in this city feel scared because they know he has labeled them as the oppressors. That's why people who create jobs in New York City are leery, because he labels them the oppressors. That is the the worldview of the energy of this campaign. And it's also the worldview of the energy of Democratic primaries across this country."

Curtis Houck

4,971,333 Aufrufe • vor 11 Monaten

Why do we have inflation? The Fed tries to force 2% inflation. It wasn’t always this way. “The natural tendency for prices is to go down. If you look at the CPI in 1900 and you look at it in 1800, it was down by 50%. So for a hundred years in America, prices went down. And during that time, we had the Industrial Revolution.” “We had the most rapid period of economic growth in the history of America, which was after the Civil War and into the early 1900s. All the time prices were coming down.” “Today, the Federal Reserve says that we need to have 2 % inflation. Prices have to go up 2 % a year. Why? I mean, why does the cost of living have to go up? Why can't it go down or at least remain the same? And what is the answer to that? What's the rationale for that?” “Well, they have a bunch of BS explanations and it's all to justify the fact that the government wants inflation. It's not that it's good for us. The government needs it.” “It's the way the government raises revenue and repudiates its debts.” Peter Schiff

Why do we have inflation? The Fed tries to force 2% inflation. It wasn’t always this way. “The natural tendency for prices is to go down. If you look at the CPI in 1900 and you look at it in 1800, it was down by 50%. So for a hundred years in America, prices went down. And during that time, we had the Industrial Revolution.” “We had the most rapid period of economic growth in the history of America, which was after the Civil War and into the early 1900s. All the time prices were coming down.” “Today, the Federal Reserve says that we need to have 2 % inflation. Prices have to go up 2 % a year. Why? I mean, why does the cost of living have to go up? Why can't it go down or at least remain the same? And what is the answer to that? What's the rationale for that?” “Well, they have a bunch of BS explanations and it's all to justify the fact that the government wants inflation. It's not that it's good for us. The government needs it.” “It's the way the government raises revenue and repudiates its debts.” Peter Schiff

Wall Street Mav

99,199 Aufrufe • vor 5 Monaten

Draymond Green says the Kawhi Leonard situation shows why the NBA should eliminate the salary cap “We're playing in a league where a team just sold for $12.5 billion after being sold for $10 billion 14 months ago. And there's the salary cap that caps the amount of earnings that the people who's driving the success of the league can ultimately earn” “If it is in fact true that Kawhi Leonard somehow got more money outside of what he did in the salary cap, kudos to him. Because why is it that we're strapped down by a salary cap. And not only are we strapped down by a salary cap, we're actually strapped down by a hard salary cap now” “Let the guys who should make all the money make all the money. If you can make $2.5 billion on a sale in a year, what are we doing with the salary cap anyway. I think the Kawhi Leonard situation raises an entirely different question, an entirely different set of circumstances because I don't think the salary cap should be in place anyway”

Draymond Green says the Kawhi Leonard situation shows why the NBA should eliminate the salary cap “We're playing in a league where a team just sold for $12.5 billion after being sold for $10 billion 14 months ago. And there's the salary cap that caps the amount of earnings that the people who's driving the success of the league can ultimately earn” “If it is in fact true that Kawhi Leonard somehow got more money outside of what he did in the salary cap, kudos to him. Because why is it that we're strapped down by a salary cap. And not only are we strapped down by a salary cap, we're actually strapped down by a hard salary cap now” “Let the guys who should make all the money make all the money. If you can make $2.5 billion on a sale in a year, what are we doing with the salary cap anyway. I think the Kawhi Leonard situation raises an entirely different question, an entirely different set of circumstances because I don't think the salary cap should be in place anyway”

dank

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I'm personally afraid of the coming 3-5 years for the economy and our society. The economy has become fragile amid global uncertainties. A sudden rise in gold isn't a signal of a strong economy; it's the exact opposite. Additionally, the rise in energy prices (in this case, oil) isn't a great signal and could lead to higher inflation. Higher inflation rates could then signal a potential recession, and if a sane person is just looking at any of the indices in the U.S., you might argue that a big crisis is on the horizon. Josef Schachter agrees on this standpoint, and he's fearful of the future, but he does see potential opportunities. Watch the full episode here: more clips here:

I'm personally afraid of the coming 3-5 years for the economy and our society. The economy has become fragile amid global uncertainties. A sudden rise in gold isn't a signal of a strong economy; it's the exact opposite. Additionally, the rise in energy prices (in this case, oil) isn't a great signal and could lead to higher inflation. Higher inflation rates could then signal a potential recession, and if a sane person is just looking at any of the indices in the U.S., you might argue that a big crisis is on the horizon. Josef Schachter agrees on this standpoint, and he's fearful of the future, but he does see potential opportunities. Watch the full episode here: more clips here:

Michaël van de Poppe

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After Enron collapsed, Ken Griffin went hunting for its best energy traders. One of Citadel’s biggest targets was John Arnold, who had reportedly made Enron ~$750 million trading natural gas the year before. “They sent a whole team down to Houston, set up offices in the hotel across the street from the Enron building and just started interviewing almost everybody on the floor.” Arnold kept saying no. Then Griffin called Arnold at the airport and asked if he could talk. Arnold told him he was headed to Colorado. “[Griffin] calls back a few minutes later and says, ‘If I come to Colorado tomorrow, will you meet with me?’” Arnold took the meeting, but ultimately decided the economics were better if he went out on his own. The rest is history: Arnold founded Centaurus Energy in 2002. Five years later, at 33 he became the youngest billionaire in America.

After Enron collapsed, Ken Griffin went hunting for its best energy traders. One of Citadel’s biggest targets was John Arnold, who had reportedly made Enron ~$750 million trading natural gas the year before. “They sent a whole team down to Houston, set up offices in the hotel across the street from the Enron building and just started interviewing almost everybody on the floor.” Arnold kept saying no. Then Griffin called Arnold at the airport and asked if he could talk. Arnold told him he was headed to Colorado. “[Griffin] calls back a few minutes later and says, ‘If I come to Colorado tomorrow, will you meet with me?’” Arnold took the meeting, but ultimately decided the economics were better if he went out on his own. The rest is history: Arnold founded Centaurus Energy in 2002. Five years later, at 33 he became the youngest billionaire in America.

TBPN

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Richard Denniss, chief communist at the Australia institute, exposes his shallow grasp of the Australian gas system, here on Hansard. How does Denniss think we can get LNG from the north-west shelf of Western Australia, or the Timor Sea north of Darwin, to the east coast of Australia, and thus avoid an export tax? Is Denniss expecting an LNG import terminal to be built by an Australia institute donor? Is Denniss expecting Australian shipping laws laws to be changed so foreign vessels may conduct inter-state trade? Is Denniss expecting domestic gas demand to increase 10-fold to make use of this cheap gas that appears as if by magic on the east coast? Does he expect gas to be developed offshore and sold domestically for a loss? I don't believe Denniss cares one jot about any of this stuff. I suspect his primary aim is to promote chaos and angst and provide propaganda material for his mates in the Teals and their primary donors.

Richard Denniss, chief communist at the Australia institute, exposes his shallow grasp of the Australian gas system, here on Hansard. How does Denniss think we can get LNG from the north-west shelf of Western Australia, or the Timor Sea north of Darwin, to the east coast of Australia, and thus avoid an export tax? Is Denniss expecting an LNG import terminal to be built by an Australia institute donor? Is Denniss expecting Australian shipping laws laws to be changed so foreign vessels may conduct inter-state trade? Is Denniss expecting domestic gas demand to increase 10-fold to make use of this cheap gas that appears as if by magic on the east coast? Does he expect gas to be developed offshore and sold domestically for a loss? I don't believe Denniss cares one jot about any of this stuff. I suspect his primary aim is to promote chaos and angst and provide propaganda material for his mates in the Teals and their primary donors.

Ben Beattie

16,049 Aufrufe • vor 5 Monaten

Matthew Smith has spent the last 18 months modeling every well, pipeline, storage facility, and power plant in the American natural gas system. His conclusion is that the US is heading toward a natural gas shortage with no precedent, beginning in 2028. By 2030, he believes we could exhaust our working natural gas storage entirely. The fuel everyone in AI is counting on, and that everyone assumes is abundant, is not there. And because gas sets the price of electricity in most of the country, he argues Americans will pay for the shortage in their power bills. Matthew has worked in energy markets for over 20 years and is the CIO of Chronometer Partners. This is his second time on the show, and he's one of my favorite people to talk to about energy. We discuss: - Why the bottleneck is moving from power to fuel - Why we can't just shut off exports - 2028 as the inflection point - Large-scale nuclear v. SMRs - Who wins, who loses, and what can still be done Enjoy! TIMESTAMPS 0:00 Intro 1:30 What Drives the Deficit 11:00 Why Supply Can’t Catch Up 20:35 The 2030 Gas Crisis 25:05 Winners and Losers 29:00 Nuclear and Solar 33:30 Consumers Pay the Bill 37:20 AI’s Next Shortage 45:25 Solutions and Global Stakes 51:15 The Coming Gas Knife Fight

Matthew Smith has spent the last 18 months modeling every well, pipeline, storage facility, and power plant in the American natural gas system. His conclusion is that the US is heading toward a natural gas shortage with no precedent, beginning in 2028. By 2030, he believes we could exhaust our working natural gas storage entirely. The fuel everyone in AI is counting on, and that everyone assumes is abundant, is not there. And because gas sets the price of electricity in most of the country, he argues Americans will pay for the shortage in their power bills. Matthew has worked in energy markets for over 20 years and is the CIO of Chronometer Partners. This is his second time on the show, and he's one of my favorite people to talk to about energy. We discuss: - Why the bottleneck is moving from power to fuel - Why we can't just shut off exports - 2028 as the inflection point - Large-scale nuclear v. SMRs - Who wins, who loses, and what can still be done Enjoy! TIMESTAMPS 0:00 Intro 1:30 What Drives the Deficit 11:00 Why Supply Can’t Catch Up 20:35 The 2030 Gas Crisis 25:05 Winners and Losers 29:00 Nuclear and Solar 33:30 Consumers Pay the Bill 37:20 AI’s Next Shortage 45:25 Solutions and Global Stakes 51:15 The Coming Gas Knife Fight

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Should the Browns fire Kevin Stefanski? We fight about this topic every week now, so let us know where you stand on the matter! "At some point, the record has to speak for itself, I mean 4-21!" "He's been to the playoffs twice ... and if you fire the 2x Coach of the Year--" "Oh, I hate that argument. He got carried by Joe Flacco just as much as he helped Joe Flacco." "He won a game with PJ Walker that year!"

Should the Browns fire Kevin Stefanski? We fight about this topic every week now, so let us know where you stand on the matter! "At some point, the record has to speak for itself, I mean 4-21!" "He's been to the playoffs twice ... and if you fire the 2x Coach of the Year--" "Oh, I hate that argument. He got carried by Joe Flacco just as much as he helped Joe Flacco." "He won a game with PJ Walker that year!"

The Dawgs - A Cleveland Browns Podcast

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Batteries will never store enough energy to backup renewables. In Estimates I tried to get a straight answer on just how long the life of a battery is. Needless to say I couldn’t get one. They can currently (in optimal conditions) provide a small amount of energy for 2 to 4 hours. This of course isn’t long enough if the entire grid is to be powered by renewables. Longer term storage has to be provided by pumped hydro which requires the construction of enormous pumping stations powered by wind and solar. As shown by the Snowy Pumped Hydro, pumped hydro is not only ludicrously expensive, it is incredibly destructive to the environment. When pressed on just how much battery technology has improved, Matt Kean couldn’t give a straight answer. The fact is the cost of building enough batteries to back up the energy grid run by renewables is prohibitive and will never work. #auspol

Batteries will never store enough energy to backup renewables. In Estimates I tried to get a straight answer on just how long the life of a battery is. Needless to say I couldn’t get one. They can currently (in optimal conditions) provide a small amount of energy for 2 to 4 hours. This of course isn’t long enough if the entire grid is to be powered by renewables. Longer term storage has to be provided by pumped hydro which requires the construction of enormous pumping stations powered by wind and solar. As shown by the Snowy Pumped Hydro, pumped hydro is not only ludicrously expensive, it is incredibly destructive to the environment. When pressed on just how much battery technology has improved, Matt Kean couldn’t give a straight answer. The fact is the cost of building enough batteries to back up the energy grid run by renewables is prohibitive and will never work. #auspol

Gerard Rennick

22,511 Aufrufe • vor 1 Jahr

Matthew on how energy goes from 10% of the cost of compute today to 20 or 30% by 2029. From our conversation and his letter: "The cost of power will be much higher than the hyperscalers underwrote, given their reliance on natural gas-fueled generation priced off a fuel that will cost far more than they assumed. High-cost fuel cells, behind-the-meter generation, bring-your-own-gen projects, emergency power procurement auctions. Virtually every solution being pursued by AI compute requires more natural gas. Each one accelerates our thesis. If you plug in all of this compute and it's gas powered, and we think gas could double or triple structurally even without weather, it could end up being 20 or 30% of the cost of compute by 2029. One of your recent guests listened and he said, 'Well, this sounds like DRAM two years ago.' Slowly at first, and then all at once."

Matthew on how energy goes from 10% of the cost of compute today to 20 or 30% by 2029. From our conversation and his letter: "The cost of power will be much higher than the hyperscalers underwrote, given their reliance on natural gas-fueled generation priced off a fuel that will cost far more than they assumed. High-cost fuel cells, behind-the-meter generation, bring-your-own-gen projects, emergency power procurement auctions. Virtually every solution being pursued by AI compute requires more natural gas. Each one accelerates our thesis. If you plug in all of this compute and it's gas powered, and we think gas could double or triple structurally even without weather, it could end up being 20 or 30% of the cost of compute by 2029. One of your recent guests listened and he said, 'Well, this sounds like DRAM two years ago.' Slowly at first, and then all at once."

Patrick OShaughnessy

115,633 Aufrufe • vor 2 Monaten

I think it's going to take a very, very long time for that to happen, if ever. I think the days of free money are over. Why is that? I think the economy is moving into a more productive phase. It's one of the reasons the indices are at new highs, driven by AI. I think the economy is stronger than people think. I think the tariff issues will be gone by the end of the year, and that we settle into a 10 to 15% range. I'm very bullish on what's gonna happen in productivity, and I, I just don't see interest rates in the US, the world's strongest economy, being dropped dramatically.

I think it's going to take a very, very long time for that to happen, if ever. I think the days of free money are over. Why is that? I think the economy is moving into a more productive phase. It's one of the reasons the indices are at new highs, driven by AI. I think the economy is stronger than people think. I think the tariff issues will be gone by the end of the year, and that we settle into a 10 to 15% range. I'm very bullish on what's gonna happen in productivity, and I, I just don't see interest rates in the US, the world's strongest economy, being dropped dramatically.

Kevin O'Leary aka Mr. Wonderful

51,481 Aufrufe • vor 1 Jahr

Brad Gerstner breaks down SpaceX’s massive $1.4 trillion valuation: "I thought his guides were extraordinary... $100 billion in ARR by the end of the year, and he pulled forward the $1 trillion in ARR by a year, from 2031 to 2030." "The market has questions about a few things." "Are you going to use the compute to build your own frontier model or rent it out? And if you rent it out, are you going to be able to find those people who have the capital to offtake that compute?" "He's talking enormous numbers, 10 to 20 gigs, and people are wondering how he's going to finance that." "I think the frontier model is the sleeper. I think he said on the call that Grok tripled tokens in the month of July. That doesn't include Cursor. Cursor was already on the path to go from $3 billion to $10 billion by EOY. Cursor + Grok could be at $10 to $20 billion by EOY." "We haven't even talked about Starlink and what he's going to do with running the table on mobile." Elon Musk Brad Gerstner The All-In Podcast

Brad Gerstner breaks down SpaceX’s massive $1.4 trillion valuation: "I thought his guides were extraordinary... $100 billion in ARR by the end of the year, and he pulled forward the $1 trillion in ARR by a year, from 2031 to 2030." "The market has questions about a few things." "Are you going to use the compute to build your own frontier model or rent it out? And if you rent it out, are you going to be able to find those people who have the capital to offtake that compute?" "He's talking enormous numbers, 10 to 20 gigs, and people are wondering how he's going to finance that." "I think the frontier model is the sleeper. I think he said on the call that Grok tripled tokens in the month of July. That doesn't include Cursor. Cursor was already on the path to go from $3 billion to $10 billion by EOY. Cursor + Grok could be at $10 to $20 billion by EOY." "We haven't even talked about Starlink and what he's going to do with running the table on mobile." Elon Musk Brad Gerstner The All-In Podcast

KanekoaTheGreat

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We all know the Democrat Party would run the Ayatollah in 2028 if they had the chance. The slate of 3rd world Islamist DNC candidates are indistinguishable from the Iranian Guard at this point. They all want the same thing — the destruction of western civilization. Will they get it? Well…Trump just made a wild power play. Whoever controls the Strait of Hormuz controls the entire Persian Gulf. And this week proved that America controls the Strait of Hormuz as nearly 700 million barrels of oil were taken out of a "closed strait" Even the President of Iran is effectively calling for a surrender and an “end to the war.” President Trump has pulled off a masterful move positioning America as the sole provider of the global energy market while cutting off Russia, Iran and China. Meanwhile we’re creating Fortress America by swiftly developing Canadian and Venezuelan oil markets. As I always do, I believe it's time for the administration to refocus back on domestic issues. What wins at the ballot box is cheap gas, cheap groceries and the price of housing. Big energy. That is how we win. Thanks for having me on Sean Hannity 🇺🇸 and Kellyanne Conway

We all know the Democrat Party would run the Ayatollah in 2028 if they had the chance. The slate of 3rd world Islamist DNC candidates are indistinguishable from the Iranian Guard at this point. They all want the same thing — the destruction of western civilization. Will they get it? Well…Trump just made a wild power play. Whoever controls the Strait of Hormuz controls the entire Persian Gulf. And this week proved that America controls the Strait of Hormuz as nearly 700 million barrels of oil were taken out of a "closed strait" Even the President of Iran is effectively calling for a surrender and an “end to the war.” President Trump has pulled off a masterful move positioning America as the sole provider of the global energy market while cutting off Russia, Iran and China. Meanwhile we’re creating Fortress America by swiftly developing Canadian and Venezuelan oil markets. As I always do, I believe it's time for the administration to refocus back on domestic issues. What wins at the ballot box is cheap gas, cheap groceries and the price of housing. Big energy. That is how we win. Thanks for having me on Sean Hannity 🇺🇸 and Kellyanne Conway

Benny Johnson

136,482 Aufrufe • vor 1 Monat

PhD Students - How to compare 10 papers in 10 seconds? 1. Go to 2. Upload the PDFs of your 10 papers 3. moara will arrange the 10 papers as a table 4. Click on Library Chat and enter the prompt 5. For example, I entered the following prompt. Compare these 10 papers side by side. 6. moara collectively analyzed the 10 papers 7. Then it will give a summary of comparative analysis 8. If you want to compare each section of the 10 papers 9. Click on Enrichments and select the section. 10. For example, I selected Findings 11. moara will compare findings section of the 10 papers. In the same way, you can compare other sections Try it for FREE:

PhD Students - How to compare 10 papers in 10 seconds? 1. Go to 2. Upload the PDFs of your 10 papers 3. moara will arrange the 10 papers as a table 4. Click on Library Chat and enter the prompt 5. For example, I entered the following prompt. Compare these 10 papers side by side. 6. moara collectively analyzed the 10 papers 7. Then it will give a summary of comparative analysis 8. If you want to compare each section of the 10 papers 9. Click on Enrichments and select the section. 10. For example, I selected Findings 11. moara will compare findings section of the 10 papers. In the same way, you can compare other sections Try it for FREE:

Faheem Ullah

34,080 Aufrufe • vor 6 Monaten

🚨NEW EPISODE🚨with JIM MELLON - US mkt at a tipping point - "Just wait it out - there'll be opportunity to buy much cheaper" - SpaceX biggest short of all time - Fading energy longs, but bullish UK North Sea Ithaca Energy - Bullish UK small cap; Yen; gold miners (not metal) CAUTION: “If you think that you can lay down your portfolio for the next 20 years and you'll be fine, then I think you're making a big mistake because the rapid change in technology, the rapid change in almost everything in society means that you've got to be well-read and got to have good sources of advice. And if you feel hesitant about the markets, just don't go into them. Don't feel that you have to be involved at all times. Just wait it out. There'll be an opportunity to buy much cheaper.” TIPPING POINT: “I think it's a sort of a general tipping point in markets. You have seen that the US market has not done well this year actually compared to other markets around the world. Although the US market has done well over the last five years, it's been highly concentrated in what it's done. Now it's really looking pretty bad. And I think the main signal for that was the SpaceX IPO, which was the biggest short of all time.” YEN: “I've got that timing completely wrong… but I have my cash reserves, a lot of them, in Japanese Yen. I would say that we could see 110 to 120 on the Japanese Yen against the US dollar” MINERS: “I'm not in gold and silver at the moment, except for the miners” UK SMALL CAP: “I would say UK smaller companies are extremely attractive. You can see UK companies being picked off one by one, three or four a week, which is tragic, but hopefully there'll be other companies that come along and replace them, which is why I'm quite bullish on the UK. But we're talking there about PE ratios between 10 and 11, free cash flow yields of about 9%, dividend yields of four to 5%. It's extraordinarily attractive.” Timestamps: 0:00 Intro 2:25 US tech at tipping point 7:10 Strait of Hormuz less important than feared 9:27 Long UK North Sea plays 11:38 Fading most oil & gas longs 12:39 Debt LT problem not ST 15:28 US not the only risky bond mkt 17:41 Bullish on Yen still 23:22 Gold miners over gold/silver metal 26:07 Bullish UK small caps 29:46 The case for psychedelics 32:23 Novel proteins 39:12 Broad mkts trading heavy 41:49 Cheaper entry point ahead

🚨NEW EPISODE🚨with JIM MELLON - US mkt at a tipping point - "Just wait it out - there'll be opportunity to buy much cheaper" - SpaceX biggest short of all time - Fading energy longs, but bullish UK North Sea Ithaca Energy - Bullish UK small cap; Yen; gold miners (not metal) CAUTION: “If you think that you can lay down your portfolio for the next 20 years and you'll be fine, then I think you're making a big mistake because the rapid change in technology, the rapid change in almost everything in society means that you've got to be well-read and got to have good sources of advice. And if you feel hesitant about the markets, just don't go into them. Don't feel that you have to be involved at all times. Just wait it out. There'll be an opportunity to buy much cheaper.” TIPPING POINT: “I think it's a sort of a general tipping point in markets. You have seen that the US market has not done well this year actually compared to other markets around the world. Although the US market has done well over the last five years, it's been highly concentrated in what it's done. Now it's really looking pretty bad. And I think the main signal for that was the SpaceX IPO, which was the biggest short of all time.” YEN: “I've got that timing completely wrong… but I have my cash reserves, a lot of them, in Japanese Yen. I would say that we could see 110 to 120 on the Japanese Yen against the US dollar” MINERS: “I'm not in gold and silver at the moment, except for the miners” UK SMALL CAP: “I would say UK smaller companies are extremely attractive. You can see UK companies being picked off one by one, three or four a week, which is tragic, but hopefully there'll be other companies that come along and replace them, which is why I'm quite bullish on the UK. But we're talking there about PE ratios between 10 and 11, free cash flow yields of about 9%, dividend yields of four to 5%. It's extraordinarily attractive.” Timestamps: 0:00 Intro 2:25 US tech at tipping point 7:10 Strait of Hormuz less important than feared 9:27 Long UK North Sea plays 11:38 Fading most oil & gas longs 12:39 Debt LT problem not ST 15:28 US not the only risky bond mkt 17:41 Bullish on Yen still 23:22 Gold miners over gold/silver metal 26:07 Bullish UK small caps 29:46 The case for psychedelics 32:23 Novel proteins 39:12 Broad mkts trading heavy 41:49 Cheaper entry point ahead

Wilfred Frost

41,296 Aufrufe • vor 2 Monaten