Fri, 29 May 2020
Jason Hartman and Rabbi Evan Moffic talk about the big migration out of high density areas. Starting in 2016 a trend of moving to low density areas started to grow and the pandemic has encouraged the departure from more densely populated areas. While these trends may rely heavily on the wants and needs of Generation Z, health issues and worker experiences might speed up the migration.
[4:00] Pandemic proved how densely we are living, and also how successfully you can live working remotely
[7:00] Starting in 2016, a trend of non-metropolitan counties were gaining population more-so than metropolitan counties
[9:45] A lot of the migration trends could depend a lot on Generation Z
[13:00] What led you to believe that this mass migration to lower density living would occur?
[16:40] The average population density (APD) of the U.S.A. is only 87 people per square mile
[17:28] The APD of metropolitan areas of the U.S.A. is 283 people per square mile, and the APD of New York City is 27,000 people per square mile
[21:30] The rise of socialism
[25:30] “Expansions make millionaires, recessions and depressions make billionaires”
[26:20] “In a recession or a depression, the person who wins is the person who loses the least”
Direct download: YW_1441_Profit_From_Migration_Tidal_Wave__Big_Government_-_Evan_Moffic.mp3
Category:general -- posted at: 12:00pm EDT
Fri, 15 May 2020
Escape to the suburbs! Jason Hartman and Evan Moffic discuss the changes approaching in how we look at our homes. With the benefit of work and school being just a few feet away from our beds, we are all looking to improve our homes. And for those that are currently renting an apartment in the high-density, urban environments, a move in the direction of suburban-living is looking more and more promising. Homebuilders are saying that they are already seeing the effects of this growing trend.
Fannie Mae and Freddie Mac are buying loans in forbearance and essentially they keep kicking the can down the road, delaying the inevitable.
[1;30] “Inflation is a disease of money, thus inflation may have become the oldest form of government finance…” - Jens O. Parrson
[7:00] Escape to the suburbs! All of the reasons why both present and past.
[9:00] People are cocooning in their house.
[13:30] Home improvement will climb as a home office and school space is needed, colleges will change their format, gyms will try new concepts.
[21:00] Homebuilders have seen sales jump as renters flee small urban apartments.
[24:30] Why Elon Musk is talking about moving Tesla out of California.
[27:20] FannieMae and FreddieMac are acting in a dysfunctional manner to bail out the system.
Fri, 8 May 2020
Jason Hartman shares sound advice on the top four reasons that a company fails. Steve Hochberg joins Jason to break down the methods of the Elliott Wave Principle. Listen to how the Elliott Wave Principle used collective investor psychology to predict 2020 stock market trends, without the influence of Coronavirus, as early as late 2019. Will we continue to see the stability of linear markets vs the volatility of cyclical markets, post-pandemic? Do recessions cause cautious businessmen or do cautious businessmen cause recessions?
[2:30] From a discussion: the four primary reasons a company fails
[4:00] Number one, FEAR - Faults, education, appearing, real
[5:15] Number two, mindset
[9:00] Number three, lack of connections
[11:30] Number four, Lacking systems and process
[15:20] What is going on in the financial world?
[17:00] Unfolding the Elliott Wave Principle
[18:20] “Late 2019, the U.S. economy had some very strong economic numbers, the social mood was very elevated, but there were some underlying problems going on”
[19:20] The yield curve: the three month U.S. Treasury bill yield minus the ten year U.S. Treasury note, had inverted, which was a key indicator in the last months of 2019.
[23:00] Cyclical vs linear markets, post-pandemic
[28:00] Do recessions cause cautious businessmen or do cautious businessmen cause recessions?
[30:00] An Elliot Wave is a hierarchical fractal, it has self-similar patterns at all degrees of the scale
[30:45] Why do you prefer the DOW over the S&P?
Direct download: YW_1447_Phillips_Curve_Elliot_Wave_Steve_Hochberg.mp3
Category:general -- posted at: 9:00pm EDT
Fri, 1 May 2020
Jason Hartman talks with Norm Champ, a partner in the New York office of Kirkland & Ellis LLP about preventing the next crisis. Find out some helpful financial tips from the author of Mastering Money: How to Beat Debt, and Be Prepared for Any Financial Crisis. As the former director of the Division of Investment Management at the U.S. Securities and Exchange Commission (SEC), Norm’s experience and viewpoint has many valuable lessons.
[2:05] Where is the next financial crisis going to come from?
[5:00] The home in which you live, is not necessarily something that needs to be owned
[11:00] Renting vs owning, taking care of the property is one of the major benefits to seeing ownership
[15:00] Understanding affinity fraud
[20:00] What is the Volker Rule? Was it supposed to replace the Glass-Steagall Act?
[28:00] There are some benefits from circulation between the private side and the public side