DFA Live Q&A HD Replay – Markets On The Edge [Podcast]
Play • 1 hr 36 min

Join us for a live Q&A as I discuss the latest market moves with Damien Klassen Head of Investment at Nucleus Wealth.


0:00 Start

0:18 Introduction
2:31 Damien’s Introduction
4:06 Central Banks Forcing Risks
4:45 Averaging or Not?
11:25 Bitcoin
28:00 CBDC
32:45 US 10 Year Bond
38:17 US Dollar Index
44:10 Aussie Dollar
45:00 Iron Ore
53:35 Forward Profit Estimates
56:00 Inequality
1:01:30 Flash Crash?
1:07:00 Inflation Is Higher?
1:10:00 Banks Are Subsidised
1:13:45 Shoe Event Horizon
1:17:14 Superannuation
1:24:30 Deposit Rates So Low
1:31:00 Summary
1:35:11 Ending


Original stream with live chat is also available: https://youtu.be/9toEfHG8IWM

Go to the Walk The World Universe at https://walktheworld.com.au/

Nucleus Investment Insights
Nucleus Investment Insights
Nucleus Wealth
4.07 The Bull Case for Investment Markets in 2021 | Nucleus Investment Insights
Nucleus Wealth's Head of Investments Damien Klassen, and Head of Advice Tim Fuller lay out the Bull Case for Investment Markets in 2021. View the presentation slides: https://nucleuswealth.com/wp-content/uploads/2021/02/bull-case-for-investment-markets.pdf Global equities, as of this week, have gained around 70% since the nadir of the market falls in march—an outcome few would have predicted during a global pandemic. But will high levels of monetary and fiscal support, coupled with the kicker from vaccine deployment, be a strong enough support to activity and earnings? To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Find us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796 #investmentmarket #bullmarket #investing
50 min
Shares for Beginners
Shares for Beginners
Philip Muscatello
SFB & Equity Mates - Mixed Martial Podcasting
It was seriously good fun meeting the Equity Mates. This is a special simulcast episodes released jointly on each other's channels. If you're here because you heard the then check out some of my back catalogue here - https://pod.link/1451778025. Otherwise it felt good to share our investing "moments". I hope you enjoy. "The Australian stock market is 2% of the global market. For every great Australian company, I can name an even better international equivalent. When Bryce and I started investing, international shares were difficult. They were really expensive and most of the time, you just couldn't access most markets. And what we've seen over the last even just five years is accessibility and costs have come down so much, and it's now just as easy to buy an American share or European share as an Australian share. And so, for us it feels like a no brainer. If we look around, you know, in this room what we're using, but more generally what we use in our lives, it's Apple computers, and we search on Google, we use Microsoft products. We want to invest in what we know, and more and more of what we know are overseas listed companies." Alec Renehan. Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.   See acast.com/privacy for privacy and opt-out information.
35 min
Mining Stock Education
Mining Stock Education
Mining Stock Education
Trillion Energy is Deeply Undervalued and Poised for Rerating with CEO Art Halleran
Trillion Energy is deeply undervalued and poised for a significant rerating explains CEO Art Halleran in this interview. The current cashflow of about US$2M from its oil production easily justifies the company’s US$10M market cap. But Trillion is currently getting no value for its SASB project’s US$608M of fully built-out infrastructure which is about to be producing natural gas in 2021. The company owns 49% of the SASB project in the Black Sea just off the cost of Turkey and has an offtake partner ready to purchase its gas. Art has said that if he were to sell the project’s production platforms and processing facility for scrap metal it would be worth more than Trillion’s current US$10M market cap. Not only is Trillion’s liquidation value higher than its current market cap but the company also calculates the intrinsic value of its gas reserves at US$1.25/share while shares have only been trading between 6 and 8 cents US per share recently. And to further demonstrate how undervalued Trillion is, Art pointed out that a Columbian natural gas producer NG Energy has less than half of the reserves as does Trillion yet it has a current market cap of US$125M. In addition to the clear fundamental value of the company, Trillion has tremendous blue sky potential on both its natural gas and oil license areas. The company’s SASB gas field is located just 100km south of the largest gas discovery in 30 years in Europe and is the only nearology play in the region. Trillion also owns a 100% interest in 42,833 hectares oil exploration block covering the northern extension of the prolific Iraq/Zagros Basin as well as in the Vranino 1-11 block in Bulgaria, a prospective unconventional natural gas property. Art has already built several successful energy companies. Once such company is Canacol Energy which he co-founded and now has a US$500M market cap as the largest natural gas producer in Columbia. He has a Ph.D in geology and over four decades of experience in the gas and oil business. Art became involved with Trillion four years ago because of the quality of the SASB asset and has never sold even one share. He explained, “I'm going to hang onto my shares until I get the shares up to the value it should be.” 0:00 Introduction 1:35 Art has already built a US$500M energy company 3:04 SASB flagship gas asset severely undervalued 5:10 TCF has all infrastructure & gas buyer in place 5:51 TCF has cash-flowing oil asset on shore 6:17 US$20M needed to recommence gas production 8:54 Expecting cashflow approx. Aug 2021 9:44 TCF intrinsic value about $1.25 per share 10:41 TCF undervalued relative to peers 12:51 Expected FCF in 2022 is $1.2-$1.8M per month 15:15 Turkey as a jurisdiction 16:03 Turkey NatGas price $6-7 mcf which is higher than North America market 17:32 Plans to list on the London Stock Exchange 18:20 Share structure https://trillionenergy.com/ CSE:TCF OTC:TCFF FSX:3P2N Art's email: arth@trillionenergy.com Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Trillion Energy is an MSE sponsor. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
23 min
Mining Stock Daily
Mining Stock Daily
Trevor Hall
Why Silver's $28 Level is Key Today
Silver's price movement today is key, and here's why. We also share the latest drill results from SilverCrest, Surge Copper, Banyan Gold and GoGold.  We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration and plans on delivering a pre-feasibility study in Q4 2021 to further de-risk and advance the project towards permitting. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. Corvus Gold is a North American gold exploration and development company, focused on its near-term gold-silver mining projects in southwestern Nevada.  The Company holds a commanding land position within the Bullfrog Mining District.  Neighbouring, adjacent projects controlled by AngloGold Ashanti, Kinross Gold and Coeur Mining highlight this active District.  The two 100% owned North Bullfrog & Mother Lode projects have a combined nearly 4-Million oz gold of in-pit resource and continues to grow with an on-going, successful, resource expansion drill program. Corvus trades on the TSX and the Nasdaq with the symbol KOR. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Rio-2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com.
9 min
The Morgan Report Podcast
The Morgan Report Podcast
David Morgan
The Financial System Starting to Crack
The Financial System Starting to Crack |  https://www.themorganreport.com/join    Tom welcomes David H. Smith, Senior Analyst for The Morgan Report, back to the show. David discusses the relationship between platinum and palladium and why the prices between them are currently inverted. Platinum being quite rare, is usually more expensive than both gold and palladium. This trend seems to be in the process of returning to normal.  Silver's ratio became an outlier last year when it reached the unprecedented level of 120 to 1. He feels that silver may be setting up to change its relationship ratio with gold permanently. He expects a lower ratio soon, which will bring silver prices much higher relative to gold. Silver mining is moving into the fourth year of declining grades and reduced mine production. Very few mines are primarily silver, and minimal exploration has occurred in recent years. This lack of new discoveries affects both silver and copper. He says, "It's all coming together in a perfect storm." Silver acts as a line of defense for gold, and significant cracks are appearing in the silver defenses. A breach will expose numerous concerns regarding gold ownership and integrity. This could deal severe blows to the trust and faith in the financial system. He believes the gold sector is even worse than the silver market.  David discusses the rapid growth in physical bullion sales and how dealers were caught unprepared. The Reddit short squeeze movement has brought a lot of education and attention by Millenials to the silver markets.  David notes that Blackrock has changed their strategies and may have begun accumulating physical. There is a broad trend of small funds and family offices now moving into the market. Everyone is becoming involved. David believes the miners, particularly the juniors, remain very undervalued and explains why they should outperform. David feels optimistic that after a rough period, the world will once again become calm. We only have to get through the worst of the coming storm.  Listen to this audio on The Financial System Starting to Crack, then please share with your friends and family on social media and use the caption The Financial System Starting to Crack. The Morgan Report's Weekly Perspective is our free e-newsletter. Our free e-newsletter will keep YOU in the top 3% of the Informed, the Awake, and the Aware. Join our Free Morgan Report:  https://www.themorganreport.com/join-the-free-morgan-report David Morgan The Morgan Report
50 min
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