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Conversation #7: We Have to Get This Right
Lyn Alden. George Gammon. A highly-requested, long-awaited conversation. There is something wrong with the monetary system, but just what is the problem? What do we do about it? If any of this was simple and easy, we wouldn’t need to have these detailed discussions. Where do Jeff and Lyn agree? What do they disagree about? George takes charge to get to the bottom.
The Overreaction Bubble - A Presentation on CRE Dangers
Monday, February 19, Presidents Day, Eurodollar University Seminar diving deep into the details of the CRE mess. Where it came from. How big it is; how big it isn’t. What the key risks are moving forward.
Conversation #6: Boots on the Ground
Business owner, real estate mogul, developer extraordinaire Ken McElroy stops by for an update on what he’s seeing from banks, distressed CRE, and hiring practices around the whole US economy.
Let It Flow - Part 2
We live in an age of QE, of abundant bank reserves. Central banks in the 21st century have flooded the world with them…to less than desirable results. Where did these things come from? Most important of all, what is their actual purpose? The story behind bank reserves is one that begins where money flow breaks down.
Conversation #5: Principles of the Madhouse
From his tropical Acid Capitalist HQ, Hugh Hendry stops by for an engrossing conversation with Jeff. Join the pair as they filter through a matrix of red and blue pills to figure out what happens where macro meets investing from outside of one’s own head.
Conversation #4: Inside One of the Most Important Moments In Monetary History
LTCM was an iconic hedge fund which became a household name for all the wrong reasons. Its last days in business would be some of the most consequential in modern monetary history. Jim Rickards was there right in the middle of all of it and he visits with Jeff to talk about what actually went down and what it all really meant.