Avi Gilbert shared his market predictions, anticipating one more rally before a long-term correction. He expressed concerns about the banking industry, comparing the current state of bank balance sheets to the 2007 crisis and discussing the potential for a banking crisis. Additionally, an analyst presented a forecast for a long-term bear market and emphasized the need to prepare for multiple market crashes and rallies. The speakers engaged in a detailed discussion about the potential impact of AI on the market, with Avi expressing skepticism and caution. The conversation also touched on the im ..read more

Kerry Lutz and David Erfle discussed various topics related to the mining industry. They analyzed the gold and silver markets, highlighting the ongoing bull market for metals and the undervaluation of silver compared to gold. They also discussed the jurisdictional risks and permitting challenges in the mining industry, emphasizing the multifaceted considerations that mining companies must navigate when evaluating potential jurisdictions for their operations. Additionally, they discussed the current state of the gold mining sector, emphasizing the potential for a sector rotation into gold minin ..read more

Kerry Lutz and Darryl Schoon discussed various topics related to the impact of AI, the fragility of complex systems, and the significance of gold and silver in the financial industry. Darryl expressed his doubts about AI's ability to distinguish truth from information and highlighted the limitations of information in solving problems. He also discussed the consequences of central banks' actions on the financial community and the economy, emphasizing the challenges faced by both in managing the liquidity of the economy. The conversation also explored the risks within the financial industry, the ..read more

Kerry Lutz and Craig Hemke discussed the recent movements in the metals market and the upward trend of Bitcoin. They expressed optimism about the potential for a strong seasonal period for gold and silver in August, citing historical trends. However, they also discussed the challenges of projecting future price movements in the gold market due to its unprecedented territory. Craig Hemke provided a comprehensive analysis of the silver market, illustrating its unique position as both an industrial and monetary metal, influenced by the movements of gold and copper. The conversation also touched u ..read more

Kerry Lutz and Andrew Horowitz discussed various topics related to the stock market and the economy. They talked about the impact of the Fed's actions on interest rates and market dynamics, including the potential inflationary consequences of bank lending practices and the significance of the yield curve steepening for net interest margins for banks. They also explored the psychological and economic implications of deflation and inflation, highlighting the Fed's desire for a controlled level of inflation and the potential for changes in the inflation rate target. The conversation also touched ..read more

Kerry Lutz and Casey Chohan discussed wealth generation and tax strategies, focusing on the use of private non-operating family foundations to pass on wealth generationally and minimize taxes. Chohan explained the different types of nonprofits and how high net worth individuals can retain control of their donated funds while still benefiting from tax deductions. He also highlighted the flexibility and advantages of using foundations to invest in assets and real estate, as well as the tax benefits they offer, including property tax exemptions and lower capital gains tax rates. The conversation ..read more

Kerry Lutz and Chris Vermeulen delve into key financial topics including the stock market, gold and silver markets, crude oil market, U.S. dollar index, and inflation. Vermeulen shares his expertise on the late stages of the stock market, stressing the importance of staying invested and following trends until a clear reversal appears. He predicts a short-term downside for gold at a certain level but foresees a future cleansing event similar to the 2008 crash. Despite this, Vermeulen is optimistic about a multi-year uptrend in gold and silver, forecasting silver to rise to $34-37 in the next on ..read more

Kerry Lutz and Carl Gould discussed the transformation of the retail industry, focusing on the challenges faced by traditional department stores such as Neiman Marcus. They explored the impact of branding and the potential for smaller, more interactive stores to thrive in the evolving retail landscape. The conversation also touched on the impact of inflation and consolidation on the sector, as well as the integration of AI technology. They discussed the potential for AI to revolutionize personal shopping and concierge services, and speculated on the use of iconic voices such as Marilyn Monroe ..read more

In this meeting, Kerry Lutz and John Rubino discuss a range of topics, including the current political landscape, potential VP candidates for Trump, the impact of rising gold prices on mining companies, Tesla's recent performance, the stock market's sustained growth and potential risks, the influence of media on critical thinking and political division, and personal anecdotes. They analyze and speculate on each topic, providing valuable insights and perspectives. The speakers delve into the potential impact of Biden's mental state on the political landscape, as well as the media's portrayal of ..read more

Kerry Lutz and Alex Thoric discussed digital marketing strategies and platforms, focusing on the use of paid ads on social media platforms like Facebook, Instagram, and LinkedIn to target specific audiences. They also talked about the growing importance of TikTok and its impact on driving traffic to other platforms like Instagram and YouTube. The conversation included insights into successful campaigns on Facebook and Instagram, with Alex sharing a case study of a gym's campaign during the COVID-19 pandemic. The meeting ended with information on how to connect with Alex and access his services ..read more