Yesterday, we filmed the November subscribers’ meeting with Mark Rossano. He’s one of the best energy investors I know and we covered oil, gas, uranium, nuclear, green energy, and pipelines. The video is set to private and will be publicly available in a week. Premium subscribers are invited to view the video early by emailing … Read more
Robb Fahrion and I discuss the 5 Things to Know in Investing This Week – The Disinflation / Deflation Issue. Let me know what you think about the format.
Hi All, Three pieces of upcoming DKI content: November Subscribers’ Webinar: We’ll be hosting Mark Rossano of C6. He’s a fantastic energy investor with a clear view of how geopolitical events change supply/demand for the industry. We’ll be talking about investing in public energy companies. That webinar will be Wednesday, November 29th at noon (NY … Read more
I had the chance to talk with Phil Muscatello on the Stocks for Beginners podcast https://www.stocksforbeginners.net/blog/gary-brode-dki Join Gary and me as we dissect the current state of the US Stock Market. Dominated by the ‘Magnificent Seven’ tech companies, the S&P 500 has wiped out all its gains for 2023. We explore the consequences of increasing … Read more
Last week, I had the pleasure of spending an hour talking to Michael Gayed of the Lead Lag Report about Counter-Intuitive Inflation. You can check out the episode here: https://www.youtube.com/watch?v=mV01sg6aB2k&t=12s
I had the pleasure of being hosted by Tony Nash of Complete Intelligence along with Tracy Shuchart and David Cervantes. We cover a lot of ground regarding the macro situation, housing, and food-related commodities. You can check it out here: https://www.youtube.com/watch?v=5oA_JWuM2-8.
Gary Brode of DKI talks with Jesse Myers of Onramp Bitcoin We’ll discuss: – How much Bitcoin should you own if you don’t fully understand it. – Why and how to self-custody. – Will the SEC approve Bitcoin exchange traded funds like $GBTC. –Why it’s almost impossible to change the total Bitcoin issuance of … Read more
The Bond Vigilantes Issue Fed Chairman, Powell, implied the Fed was done raising the fed funds rate for now partly because longer-term yields were rising. Excessive Congressional spending is now driving inflation and higher Treasury yields instead of actions by the Federal Reserve. Politicians in Argentina refuse to learn the lesson of how modern monetary … Read more
Heather Heldman is a Managing Partner at Luminae Group LLC with expertise in the Middle East, terrorism, and international law. She previously worked in the US State Department and at the Hague. Dr. John Lenczowski is the Founder and President Emeritus of the Institute of World Politics, a graduate school of national security and international affairs. He … Read more
