Global Edge Radio

Archive page for old show

globaledge — Wed, 15 Sep 2010 23:33:08 +0000

This is an archive for the long version of the Hyperinflation Trigger discussion with Gonzalo Lira. Please bypass this longer version, it has too many overlaps, and interruptions. The shorter version, will save you time with no loss of important content, so please navigate there (to the Sept.10th podcast) to listen. There were 3,690 downloads when the old version was moved here, so the count ticker starts from there.

The trigger for a Hyperinflationary shock

globaledge — Sat, 11 Sep 2010 03:25:54 +0000

(A shorter version of this podcast has replaced the long version. There were approximately 3,700 downloads of the Old version, but we recommend listening to this one - no important content has been lost.)

In this conversation between Michael Hampton and Gonzalo Lira in Santiago, Chile, the two discuss the shock event which could trigger a sudden move into hyperinflation within the US. Mr. Lira argues that there is already enough money in the system to trigger a “Shazaam moment.” And Mr. Hampton argues that there is a third alternative to default and hyperinflation, and that’s Haircuts and sharing the pain, the pathway that the UK has started down. The discussion gets lively as the two put forth two opposing points of view, and they agree that hypenflation may play out differently than many expect. For instance, will property be a good investment in a hyperinflation scenario.

There’s a discussion thread on GEI : Tinyurl.com/GEI-LiraHyp

Gonzalo Lira’s Blog can be found at : http://gonzalolira.blogspot.com/

Hyperinflation ends the game - so it is unlikely

globaledge — Tue, 31 Aug 2010 12:50:26 +0000

This three-way conversation between “Blogger Extraordinaire” Mish Shedlock in the US and private investors Erik Townsend and Michael Hampton in Hong Kong cuts through the fog surrounding the deflation versus hyperinflation debate. Mish and Mike update their mostly accurate forecasts for 2010 ( Link: http://tinyurl.com/mishmike-F2010 ), and Erik T. chips in with some key demographic challenges facing the US. The three discuss market sentiment, the Hindenburg Omen, and the arguments for hyperinflation from Gonzalo Lira and Marc Faber. Ultimately, it may come down to who is elected to Congress in the November elections, and not the actions of the Federal Reserve.

There is a thread about this podcast on GEI: http://tinyurl.com/GEI-hyper10

Mish Shedlock’s Blog can be found here: http://globaleconomicanalysis.blogspot.com/

Summer Doldrums, or the Eve of Disaster?

globaledge — Mon, 09 Aug 2010 09:57:49 +0000

Introducing a new format for GEI Radio: the GEI Experts panel, wth Dave Skarica, Erik Townsend, and your GEI Radio host, Michael Hampton.

We discuss the short term and long term set-up in the markets, and examine the prospects from both a Bearish and Bullish point of view. Some indicators we look at include: unemployment data, the current preponderance of negative economic indicators, and the longer term impact of the hugely negative sentiment readings we saw back in late June. Does the bull market still have legs? Will a new rally be fueled by QE2? Or will it be overwhelmed by events associated with the Cardinal climax, or a big Elliott third wave to the downside? We also consider whether or not the market is now seeing a seasonal low in gold prices.

There was an error near the end of the podcast, in my reference to the Baltic Dry index. In fact, the chart I had seen was the “Aifreight & Logistics Index” - see chart: http://tinyurl.com/AirF-Aug6 (thanks, Hogwild) - and not the Baltic Dry Index, which has had a tiny rally by comparison. For those with sensitive ears, you will notice that there are some minor distortions in the quality of the audio, something we will endeavor to improve on future podcasts

GEI Call#3: Predicting a (one year) Bull Trap in UK Housing

globaledge — Sun, 18 Jul 2010 14:45:33 +0000

This GEI Conference call was originally recorded on 4th.April.2009 and examined the cyclical and psychological case for a 6 to 12 months rally in UK residential property prices. Michael Hampton (”DrBubb”) hosted the conference with callers in Hong Kong and the UK. We examined charts showing the expected cyclical turning points, and pondered the impact of interest rates and government policy. The sentiment was highly bearish, but the “bellwether” of US and UK builders was already signalling the likelihood of an upturn. (Although this call happened over 12 months before it was posted on Podbean, the techniques used continue to be relevant, and in July 2010 were signalling a resumption of a Beat market in UK property.)

GEI Call#2: Anticipating A March Low in Stocks

globaledge — Wed, 11 Mar 2009 08:47:13 +0000

This GEI Conference call examined the case for an early March low in stocks. Michael Hampton (”DrBubb”) hosted, and gave his case for expecting a near term low in global stock indices. Comparisons were drawn with lows in 1974-75, and the point of the “big breakout” in late 1996, when Fed chairman, Greenspan, threw caution to the winds, and lightened up regulations for banks, touching off a speculative boom which lasted a decade. The world will take a long time cleaning up the mess from massive expansion of credit, a dotcom bubble, a housing bubble, and the resulting crash.

GEI members from around the global contributed their comments and questions

Introducing Global Edge Radio

globaledge — Wed, 11 Mar 2009 08:11:15 +0000

Global Edge Investors launched in 2006, and has become a popular website for investors all over the world. Whilst we started in the UK, we now have over 2,000 members in dozens of countries, and the board is active 24 hours a day.

After so many months of growing as a chatboard alone, we thought it was time to launch our own podcast. We want to get our members involve, and plan to have periodic “GEI Conference Calls”, to allow our members to speak with each other and to consult with various experts who might be brought onto the show in the months to come.