-- Published: Sunday, 21 January 2018 | Print | Disqus
Featured Guests
Dr. Marc Faber & Louis Navellier
Show Highlights
Louis Navellier of Navellier & Associates notes the best corporate earnings in 6 years and tax cuts could spur forward the already lofty US equities markets in 2018.
Dividend yielding stocks may be preferable in 2018, but caution is advisable before chasing yield too high, which only magnifies risk / volatility.
The host / guest concur that NVIDIA (NVDA) shares remain appealing, due in part to record demand for their superior crypto-mining GPUs, this is his top holding.
The guest also holds UCTT, Ultra Clean Holdings, and Chinese stocks in anticipation of the Morgan Stanley plans to add Chinese stocks to their indexes, including WEBCO, ticker WB.
Another key holding, Align Technologies, ALGN, maker of the popular dental tool, Invisalign.
Outside of the equities markets, our guest is also adding copper and lithium related investments amid the auto battery revolution, including FMC corp and Sociedad Quimica Y Minera (SQM).
Globally renowned economist and editor of the GloomBoomDoom report, Dr. Marc Faber returns with his outlook on the financial markets for 2018.
Due to excessive expansion, of central bank balance sheets, global equities prices may be overextended as robust economic conditions are heavily dependent on inflated asset prices.
Investors will shy away from the bubble markets to the precious metals, which will likely be next to outperform competing asset classes.
Dr. Faber suggests that cryptos could continue to gain popularity after the current correction and increase another 20 fold to $10 trillion, rivaling the $7 trillion gold market.
During the month long Bitcoin correction, Ethereum, arguably the silver to Bitcoin's gold, advanced over 100%, offsetting much of the selling.
Sector rotation is oftentimes viewed as a sign of bull market indication.
The guest / host concur, investment portfolio diversification is key to navigating through record market volatility and impending bubble implosions.
Dr. Faber finds cash the most neglected asset class; holding currency could yield the gun powder necessary to procure discounted investment assets.
Guest Bios
Louis Navellier
The Little Book That Makes You Rich
Chairman/CEO/CIO Louis Navellier is Chairman of the Board, Chief Executive Officer, and Chief Investment Officer of Navellier & Associates, Inc., located in Reno, Nevada. Mr. Navellier is also editor of four leading stock advisory newsletters: Emerging Growth, Quantum Growth, Blue Chip Growth, and Global Growth. A recognized expert in translating what had been purely academic techniques into real market applications, he believes that disciplined, quantitative analysis can select stocks that will significantly outperform the overall market. Mr. Navellier employs a three-step, highly disciplined, bottom-up stock selection process, focusing on quantitative analysis, fundamental analysis, and optimization of the securities selected for the portfolio. In 1980, Mr. Navellier began publishing his research in his stock advisory newsletter, the MPT Review. Since 1987, he has been active in the management of individual portfolios, mutual funds, and institutional portfolios. A charismatic figure with a reputation for solid leadership, Louis Navellier has been covered by a wide range of international media. In addition to appearing on CNBC, Bloomberg, The Nightly Business Report, and Wall Street Week, he has been featured in Barron's, Forbes, Fortune, Investor's Business Daily, Money, Smart Money, and The Wall Street Journal. Most recently he was profiled in Kenneth A. Stern's book Secrets of the Investment All-Stars in the interview "Louis Navellier, A Man Who Has Beat Them All." He is also featured in Alan R. Ackerman's Investing Under Fire: Winner Strategies from the Masters for Bulls, Bears, and the Bewildered.
Dr Marc Faber was born in Zurich, Switzerland. He went to school in Geneva and Zurich and finished high school with the Matura. He studied Economics at the University of Zurich and, at the age of 24, obtained a PhD in Economics magna cum laude.
Between 1970 and 1978, Dr Faber worked for White Weld & Company Limited in New York, Zurich and Hong Kong.
Since 1973, he has lived in Hong Kong. From 1978 to February 1990, he was the Managing Director of Drexel Burnham Lambert (HK) Ltd. In June 1990, he set up his own business, MARC FABER LIMITED which acts as an investment advisor and fund manager.
Dr Faber publishes a widely read monthly investment newsletter "The Gloom Boom & Doom Report" report which highlights unusual investment opportunities, and is the author of several books including “ TOMORROW'S GOLD – Asia's Age of Discovery” which was first published in 2002 and highlights future investment opportunities around the world. “ TOMORROW'S GOLD ” was for several weeks on Amazon's best seller list and is being translated into Japanese, Chinese, Korean, Thai and German. Dr. Faber is also a regular contributor to several leading financial publications around the world.
A book on Dr Faber, "RIDING THE MILLENNIAL STORM", by Nury Vittachi, was published in 1998. A regular speaker at various investment seminars, Dr Faber is well known for his "contrarian" investment approach.
He is also associated with a variety of funds and is a member of the Board of Directors of numerous companies.
The content on this site is protected
by U.S. and international copyright laws and is the property of GoldSeek.com
and/or the providers of the content under license. By "content" we mean any
information, mode of expression, or other materials and services found on GoldSeek.com.
This includes editorials, news, our writings, graphics, and any and all other
features found on the site. Please contact
us for any further information.
Live GoldSeek Visitor Map | Disclaimer
The views contained here may not represent the views of GoldSeek.com, Gold Seek LLC, its affiliates or advertisers. GoldSeek.com, Gold Seek LLC makes no representation, warranty or guarantee as to the accuracy
or completeness of the information (including news, editorials, prices, statistics,
analyses and the like) provided through its service. Any copying, reproduction
and/or redistribution of any of the documents, data, content or materials contained
on or within this website, without the express written consent of GoldSeek.com, Gold Seek LLC,
is strictly prohibited. In no event shall GoldSeek.com, Gold Seek LLC or its affiliates be
liable to any person for any decision made or action taken in reliance upon
the information provided herein.