Fri, 27 April 2018
In this 10th Episode Jason Hartman talks with Vijay Eswaran, founder and Executive Chairman of QI and author of Two Minutes from the Abyss. The two discuss the importance of a sense of urgency, living in the moment, and why you need to look at the issues rather than the people trying to influence you.
[2:21] Why a sense of urgency is so crucial
[5:50] How the book got its name (and where Vijay got his sense of urgency)
[8:19] HOW do you start living in the moment and being appreciative
[11:06] How a misdiagnosis for one of Vijay's friends was one of the best things that happened to his life
[14:44] It's more important to listen to the issues rather than be influenced by personalities
Fri, 13 April 2018
Jason wraps up his interview with Macro Watch's Richard Duncan. The two tackle the topic of rising interest rates, better uses for going into further debt than giving it to tax reform, how the Fed will react to a tanking stock market, and what we can expect to see over the next few years.
[00:45] What people don't realize about interest rates
"People buy houses on a payment, not a price"
[1:56] What the Fed will do if the market drops 10% and what else will happen if it drops 20%
[5:15] What Richard wishes the government had done with the $1 trillion in new deficits that will occur from the new tax reform
[9:50] Why Richard thinks the government can invest as wisely as private companies
[14:16] What are the next few years going to look like?
[16:49] People need to get very familiar with quantitative tightening
Sat, 7 April 2018
Jason Hartman welcomes Richard Duncan back to the show to discuss what's going on with fiscal policy and interest rates right now. In the first half of the interview Richard talks about how the trade imbalance with China has enriched the nation and brought millions out of poverty, as well as how the general public has no idea how much the Fed is actually tightening, and how that will impact interest rates.
[2:45] Jason's theory on asset inflation and what it means if the millennials don't join the investor class like the baby boomers did
[5:22] Why the future from an Asian perspective is much brighter than from a US perspective
[7:31] Who's gotten the better end of the China/US trade imbalance?
[13:08] Richard believes the Fed is tightening more than people are understanding
[17:17] The Fed has been destroying at least $10 billion a month since October 2017 and it's going to get bigger
[19:52] The Fed will have destroyed $1 trillion by the end of 2019 if they follow through on their announced plan
[22:01] Is the Fed likely to make a course correction if rates go too high?