369 days ago
Asset manager Michael Pento compares the huge increase in debt leading up to the 2008 financial crisis and the current debt bubble. It is not something for the squeamish.
1344 days ago
Kevin Smith is the founder and CIO of asset manager Crescat Capital and warns that there are asset bubbles eberywhere. He flags up the enormous credit bubbles that exist in China and Hong Kong. These credit bubbles have resulted in housing bubbles with a very similar signature to the last housing bubble in the United States.
1495 days ago
I start with a few minutes on how the Covid 19 pandemic has brought out the good in many people and the very worst in others. I’ve today done another podcast on Coronavirus which I am proud of on my own website HERE. I look at soaring markets and gold and asset bubbles I discuss IQE (IQE), Photo-Me (PHTM) and Ascent Resources (AST)
2596 days ago
In today's podcast I look at Peak Club - the mad debt binge at Soho House and what it tells us about asset bubbles and more. Then I cover Theresa May's misguided proposals on executive pay before finally covering the latest boardroom antics at Bowleven (BLVN) , putting it up for sale.
2779 days ago
In this podcast I speculate on how the pace of change is accelerating and what world my son will grow up in. But more importantly I look back to 8 years ago yesterday and 87 years ago yesterday, to what happened then and the mistakes and lessons we all forget to think about as we blunder on. Yes I am talking asset bubbles and stockmarket crashes again. Malcolm Stacey take note!
3149 days ago
In today's podcast I look at the Greek Election next week. The voting is irrelevant, Angela Merkel will remain in charge whoever wins. Greece is still fucked and I explain why. Then it is onto interest rates in the US and UK - the FOMC meets on Thursday. Then asset bubbles and crowdfunding - an en passant mention for Vitesse Media. Finally to Hotel Corp (HCP) and the disgraceful smear compaihn by crony capitalist motherfucker Derek Short and Shore Cap against Marcus Yeoman. I have some bad news for Short & Shore Capital. Warning: this section contains some bad language.
3226 days ago
In today's podcast I look at events in Greece and China and the nature of asset bubbles. I will deal with ISIS in my weekly postcard on TomWinnifrith.com later.