Fri, 29 March 2019
Jason Hartman talks with David Stockman, former budget director for President Reagan, former US Representative for the 95th Congress, former partner at The Blackstone Group and author of the new book Peak Trump: The Undrainable Swamp and the Fantasy of MAGA. The two discuss Reagan's failure to curtail spending like he'd originally wanted, the difficulty Trump is having actually "draining the swamp", the impact of increasing debt on inflation and whether it's sustainable.
[3:01] Reagan got very little in way of his proposed spending cuts, but got a much bigger tax reduction than proposed, then defense spending exploded
[6:42] Trump's problem was that he recognized the economy was failing but didn't have a program to address it
[11:47] Does our escalating deficit mean inflation is on the horizon?
[16:08] Is our private debt really that bad?
[19:53] How investors should position themselves for the next few years
[22:42] We've learned in the last decade that Central Banks can't cause inflation on a worldwide basis
Peak Trump: The Undrainable Swamp and the Fantasy of MAGA
Direct download: AMA_264_David_Stockman.mp3
Category:general -- posted at: 6:39pm EDT
Fri, 22 March 2019
Jason Hartman talks with Chris Martenson, co-founder of PeakProsperity.com and co-author of Prosper: How to Prepare for the Future and Create a World Worth Inheriting, about how the era of abundant, cheap energy is gone and our world needs to change with it. That doesn't mean abandoning everything we have now, but just recognizing the actual situation and adjusting our investments/behavior accordingly. Chris and Jason also discuss the future, and whether we're going to see inflation, deflation, or a little bit of both.
[2:03] We're coming up to a time when humans are going to have to organize ourselves in very different ways
[4:48] There are 2 ways humans change
[10:01] It's getting costlier and costlier to get less and less oil out of the ground
[12:36] The easy, cheap energy from the past is gone, which explains why the global growth rate for the last 15 years has been subpar
[18:37] We're beginning to see that raising children in a dopamine heavy technological world is creating issues we hadn't expected when it began
[23:30] We have a lot of debt in our society, so deflation is ready to take over
Direct download: AMA_263_Chris_Martenson.mp3
Category:general -- posted at: 12:00pm EDT
Fri, 15 March 2019
Jason Hartman talks with Jason Franciosa, CEO & co-founder of Element 26, about the time value of money. Both Jason's are concerned about inflation, and the two look at ways you can maintain your leverage so your returns can beat inflation, as well as how you can utilize your home loans to house hack (especially if you're in the military).
[5:15] Jason's 6 ways governments can get out of debt
[7:48] The time value of money
[12:26] You have to have a way to maintain the leverage you have
[17:10] How you can utilize house hacking
Direct download: AMA_262_Jason_Franciosa.mp3
Category:general -- posted at: 9:42am EDT
Sat, 9 March 2019
Jason Hartman talks with Dan Amerman, CFA and author of books such as Mortgage Securities and Collateralized Mortgage Obligations: Unlock The Secrets Of Mortgage Derivatives, about how a heavy handed Fed has changed how inflation and housing have correlate to each other, why the Fed reacts to quickly, what the Fed is setting interest rates up to do, and much more.
[2:45] The Federal Reserve is getting more heavy handed as years go by, and hints of a coming recession could lead to more intervention
[7:39] Housing tracked inflation better than gold until the Federal Reserve got real heavy handed after 2001
[12:28] The Fed reacts too quickly to things
[14:07] Dan's prediction of where interest rates are about to head
[19:51] Certain Fed actions and yield curve inversions seem to have a correlation
[23:25] The 2 ways to look at inflation
[26:47] The self-liquidating debt
Direct download: AMA_261_Dan_Amerman.mp3
Category:general -- posted at: 9:40am EDT
Fri, 1 March 2019
AMA 260: Why The Survival of Our Republic Depends on the Revival of Honor with Dr. Gina Loudon, President Trump's 2020 Media Advisor
In this off-topic 10th show, Jason Hartman speaks with Dr. Gina Loudon, co-host of America Talks Live on NewsmaxTV, certified hypnotherapist, founding writer at Breitbart and official Trump campaign surrogate, spokesperson to Donald Trump's 2016 Presidential campaign and member of the President's 2020 Media Advisory Board. The two discuss the political divide that's present in today's society and whether it's worse now than it's been in the past. They also discuss the 3 types of people in the world and how President Trump is one of the most misunderstood people on the planet.
[4:04] We frequently forget to look at the WHY all this division is going on
[7:05] Are we really divided more now or is it all just sensationalized?
[12:17] The USA is actually living in the most healthy, happy, prosperous and safest times in history
[17:00] The monologue media vs the dialogue media
[18:17] The 3 types of people in today's world
[22:17] Gina says President Trump is one of the kindest and loyal people she's ever met
Direct download: AMA_260_Gina_Loudon.mp3
Category:general -- posted at: 4:49pm EDT