-- Published: Monday, 19 March 2018 | Print | Disqus
Show Highlights
Gerald Celente, founder of the Trends Research Institute, returns to the show with new commentary on the geopolitical arena and financial markets.
Our guest is concerned that the US US could be drawn into a military conflict in the Middle East or with NK with potentially dire consequences.
US equities indexes have benefited from artificial and unsustainable stock buybacks.
Gerald Celente echoes the sentiments of many recent guests, expressing his concerns that corporate earnings may not be capable of maintaining current lofty levels.
As wage stagnation and increasing credit card / auto loan defaults persist, policymakers could face an economic quagmire deeper than that of the Great Recession.
To protect investors from increasing financial market exposure, Gerald Celente proposes the safe haven asset with the greatest appeal remains gold.
Gold could soar after breaking through strong resistance at $1,450. Beyond that point, the sky could be the limit as the yellow metal eclipses the bull market peak, above $2,000 per ounce.
WolfStreet.com founder, Wolf Richter makes his show debut with cautionary comments on the US domestic economy.
The national unemployment rate remains at 17 lows 4.1% and employers added 313,000 new jobs to the workforce last month.
Wolf Richter counters with increasing credit card / auto-loan default rates, elevated consumer debt levels and lower auto sales.
Policymakers and consumers alike have learned little from the debt lessons of the 2008 Great Recession.
The current Echo Bubble has resulted in record debt levels. Consequently, the higher interest rate theme will persist in 2018.
Our guest expects 4 FOMC rate increases this year - the 100 basis point increase could result in 6% mortgage rates by year end, which has yet to be priced into the markets.
The US housing sector is particularly vulnerable to interest rates, due in part to the subsequent increases in mortgage costs and monthly payments.
The Titantic-like housing sector responds slowly; our guest expects real estate price declines by the end of 2018 or early 2019.
The host suggests interested parties monitor US Housing Starts, which recently recorded exceptional figures, a 10% boost month over month, annualized, his key leading economic indicator. The figure could offer guidance (figure 1.1.).
To shield investment returns, the host suggests identifying low correlated assets to lower the overall beta risk of the traditional stock / bond investment portfolio.
Safe haven assets such as the PMs, Bitcoin and currencies offer liquidity and wealth preservation.
A hypothetical portfolio includes the following assets to help balance stocks / bonds(included for illustration purposes, not as investment advice).
Guest Bios
Wolf Richter
WolfStreet.com
WolfStreet.com founder, Wolf Richter makes his show debut with cautionary comments on the US domestic economy.
In his cynical, tongue-in-cheek manner, he muses on WOLF STREET about economic, business, and financial issues, Wall Street shenanigans, complex entanglements, and other things, debacles, and opportunities that catch his eye in the US, Europe, Japan, and occasionally China.
WOLF STREET is the successor to his first platform…
…whose ghastly name he finally abandoned in July 2014. Here’s the story on that.
Wolf lives in San Francisco. He has over twenty years of C-level operations experience, including turnarounds and a VC-funded startup. He has a BA, MA, and MBA (UT at Austin).
In his prior life, he worked in Texas and Oklahoma, including a decade as General Manager and COO of a large Ford dealership and its subsidiaries. But one day, he quit and went to France for seven weeks to open himself up to new possibilities, which degenerated into a life-altering three-year journey across 100 countries on all continents, much of it overland, that almost swallowed him up.
The Martial Artist of Trend Forecasting —The purpose of trend forecasting is to provide insights and directions in anticipation of what the future may bring – and to be prepared for the unexpected.
Gerald Celente, a Close Combat practitioner and black belt trainer, well understands the importance of proacting rather than reacting: "The first rule of Close Combat is to attack the attacker. Action is faster than reaction. The same holds true for the future. You know the future is coming … attack it before it attacks you."
Founder of The Trends Research Institute in 1980, Gerald Celente is a pioneer trend strategist. He is author of the national bestseller Trends 2000 and Trend Tracking (Warner Books) – "Far better than Megatrends," and publisher of the internationally circulated Trends Journal newsletter.
Political Atheist — Gerald Celente is a political atheist. Unencumbered by political dogma, rigid ideology or conventional wisdom, Celente, whose motto is "think for yourself," observes and analyzes the current events forming future trends for what they are – not for the way he wants them to be.
Like a doctor giving a diagnosis after gathering the facts, whether or not you like the prognosis doesn’t alter the outcome, make him an optimist or pessimist – it’s simply what is. And while Celente holds a US passport, he considers himself a citizen of the world.
Globalnomic® Trend Forecaster — Using his unique perspectives on current events forming future trends, Gerald Celente developed the Globalnomic® methodology which is used to identify, track, forecast and manage trends.
The world's only trends analyst covering 300 diversified trends fields, Gerald Celente and the Trends Research Institute provide trend research studies and consulting services to businesses and governments worldwide. Celente also designed the nation’s first professional course in trend forecasting.
The proof is in his past — Gerald Celente has earned his reputation as "The most trusted name in trends" by accurately forecasting hundreds of social, business, consumer, environmental, economic, political, entertainment, and technology trends. Among them: Celente coined the term "clean foods" in 1993 and predicted sustained growth in organic products in 1988.
When gold was at $275 per ounce in 2002, Celente said the price had bottomed and in 2004 forecast the beginning of the "Gold Bull Run." Since that time, with pinpoint accuracy, he said when, why - and how high - gold would go. *youtube.com recording.
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The Martial Artist of Trend Forecasting —The purpose of trend forecasting is to provide insights and directions in anticipation of what the future may bring – and to be prepared for the unexpected. 
