Fri, 31 January 2020
Jason Hartman and economist Thomas look back at some of the happenings of 2019 and then try to envision what's going to be happening in 2020. The primary thing being discussed today is the yield curve. There is constant talk about how a negative yield curve signals recessions, but how long does it have to be negative? Were we inverted too long in 2019? How long before we see the results of the negativity? Jason and Thomas try to answer all these and more.
[4:13] What does the yield curve exploding mean?
[7:17] Why an economist is saying that real estate is less risky than stocks in 2020
[12:36] Hybrid markets had a good 2019 and look like they'll have a good 2020 as well
[13:38] A CNBC clip about the yield curve
[18:14] The Fed has the dual mandate of moderate to low inflation with maximum employment, but they seem to consider financial stability as a 3rd mandate
Fri, 10 January 2020
Jason Hartman and Rabbi Evan Moffic take today to review "the best decade in human history". As 2019 ends and we look forward to 2020, Jason and Evan discuss how the real estate market has transformed since 2010. They also examine the mindset of investors that invested through the Great Recession. Lawrence Yun's expectations for 2020 are also dissected.
[3:16] We are wrapping up the best decade in human history
[6:48] What qualities did the people who invested in real estate through the Great Recession have?
[11:56] Lawrence Yun's 2019 real estate year in review
[15:50] Climate change has caused the Northwest Passage to open up, which is huge for shipping
[18:51] Yun's prediction for the housing market in 2020
[24:26] Will the flow of people to cheaper cost of living states continue in the 20s?
[29:34] The "Collapse of Brands"
Fri, 3 January 2020
Jason Hartman talks with NJ Ayuk, Executive Chairman of African Energy Chamber, CEO of Centurion Law Group, and author of the new book Billions At Play: The Future Of African Energy And Doing Deals, about the development that's happening inside Africa. Many outside of Africa view the continent with skepticism, but there's a big shift happening, especially in the banking sector (or lack thereof). Jason and NJ discuss some ways that Africa in general is beating first world countries, as well as how a shift toward property rights could go a long, long way toward more prosperity.
[4:35] Africa may not have first world countries, but it has some infrastructure that's better than countries like the US
[8:03] Africa, unlike the United States, is not banking centric
[11:30] Money transfers have gotten so fast and easy that illiterate grandmothers are doing it
[15:10] What NJ views as the bedrock of a strong society