Tian Talks: Recent Episodes
Tian Li
The consensus believes that inflation is transitory. To be above average, the investor must bet against the consensus, correctly. This video outlines some possible reasons why the consensus bet could be wrong.
Will the high prices of homes, and other commodities become more permanent? If they do not, expect a market crash. If prices maintain, it is unlikely that incomes will keep up, though, rent will likely rise.
War is intrinsically bad for an economy. But large-scale wars seem more and more likely. So how do you position yourself during war?
The carbon tax is annoying, but other forms of income taxes are more annoying. If both cannot be abolished, it would only make sense to move from one tax to another. Although there is already a rebate for a carbon tax in many countries, It would be much easier just to reduce provincial/state income taxes or the federal income tax, if the carbon tax is implemented nationwide.
Interest rates are low. So low that they cannot go much lower. This episode outlines where monetary policy and fiscal policy could be headed in the next recession.
Undoubtedly, Technology has boosted productivity in many fields. Much unskilled labor is being replaced by technology. But will active investing also be replaced by robots computers?
https://www.oaktreecapital.com/docs/default-source/memos/investing-without-people.pdf
An Interview with the Leader and Founder of the People's Party of Canada, Maxime Bernier, on issues facing the Canadian economy, and how to fix them.
In some areas we agree, others we disagree.
We talk about unpopular topics such as debts and deficits, inflation and other forms of taxation, monetary policy, and more.
Many today, now including the Fed, fear that inflation may not be so transitory. But today's inflation is not what should be feared. Tomorrow's monetary inflation is the real scare. I also go deeper into problems within the repo market.
The presence of zombie companies is bad enough, zombies becoming bankrupt are worse, but avoiding their demise is the ultimate mistake - which we will probably make.
401Ks, IRAs, and Social Security have many fundamental issues, but retirees have bigger worries ahead than these funds running out of money.
Janet Yellen calls for more government spending, says the federal budget hasn't increased (inflation-adjusted terms). But ironically the budget deficit is at all-time highs... And some insight on the reverse repo action.
Interest rates can only be lowered so low. But can rates be low enough to sustain the ever-increasing debt? And how low can they really go to be effective?
Einstein was undoubtedly a brilliant scientist. But maybe he was a little confused about economics...
Speculative assets have been stagnant since February. But they have far more space to drop.
Rick Rule, is the Former CEO of Sprott US Holdings Inc.
His Latest Interview this week on the Future of Gold, Silver, Uranium, Copper, and many more Commodities.
He is also a frequent guest on Kitco and his rankings website can be found:
https://sprottusa.com/rankings
Central banks and commercial banks can both create "money". Although, they are different types of money, and have different impacts on the economy...
Jim Roger's latest interview this week. Learn how to prepare for the biggest bubble in Jim Roger's lifetime today, in 2021. We talk about gold, silver, agriculture, China, and other global investments I agree with many of Jim's opinions but I also attempt to challenge many of his ideas - even those I agree with. Just my way of doing things.
In 2020, COVID-19 has lead to policies creating unseen growth in the market. When these policies are finished, and covid-19 is gone, true market fundamentals will reveal themselves.
The mainstream believes inflation will start from consumer spending. This episode outlines a very distinct and underlooked theory where inflation's root comes grows from producers, not consumers. Listen until the end for my incredibly valuable insight on where inflation could begin.
Jerome Powell seems bullish on the US economy's recovery while the whole crypto class has a big selloff (excluding Dogecoin). Some valuable insights here.
High P/E can still be considered value investments. However, many of the "innovative" investments are speculative. This episode talks about different innovations during different times. Ps. Sorry for the weird audio in the beginning.
Catalysts are important to predict nearby bulls and bears. This episode talks about a big potential catalyst.
Home prices across the globe have soared. China's housing bubble is obvious, but Canada's bubble could be in danger sooner. But even homes in both countries have more value than Crypto.
New jobs were added, but are they sustainable. Also: the IMF seeks to send out $650 Billion, and Yellen wants to give America's share away.
2 Trillion must be better than 1.9 Trillion. Infrastructure spending may be better than free money, but none of the two are affordable.
Margin debt is at an all-time high. Risk in the markets are at very high levels. Big hedge fund is forced into liquidating stocks. Doesn't look too good for lenders.
The Fed cannot and will not keep rates low forever. This episode gives a great outline for some possible outcomes.
I talk about the importance of simple but in-depth understanding. Also, I go off-topic and talk about random stuff.
Covid-19 has harmed the health of those who have been infected. However, Covids's destructive economic impact is far less than of socialism.
This episode will help you understand the effects of Quantitative Easing and how to benifit from them. P.s. I forgot to mention the new reserve requirement for banks is now 0%.
Learn the basic effects of regulating the minimum wage. p.s. Government is the biggest winner.
Wall street controls the financial media? Then what "hurts" hedge funds actually helps them.
Many people misunderstand the simple way wealth is created. Here's how it's really created.