Southbank Investment Research Podcast
Southbank Investment Research
Subscribe
We believe you are the best person to decide how to manage your money and your future.
And so, our aim is simple: to publish investment ideas that help you create a better financial future.
We do that through a range of publications like Fortune and Freedom.
Each of our publications offers different insights to help you reach your financial goals.
Or to put it another way…
You could think of Southbank as the Netflix of financial ideas. And each of our publications are like the series you see on Netflix.
So, feel free to binge all our publications, or pick your favourites – the choice, as always, is yours.
Available episodes
Newest first
Oldest first
1 day ago
Can Sunak turn the net zero Titanic in time?
The iceberg that is net zero has been spotted by the government, at last. And Rishi Sunak has announced his intention to… reduce speed… but not yet to alter course. But perhaps this is just the beginning of evasive action around the world?
The housing market is already drowning in debt, with mortgages resetting to terrifyingly high interest rates thanks to the Bank of England. Perhaps it’ll have to change course soon too.
Producer price indices, which measure the cost of the inputs that businesses use to produce things, have already turned the corner. Unlike in 2021, when they signalled the inflaiton to come, they’re turning down and even falling in the UK and Germany.
Find out what’s really behind all this, with Nigel Farage…
playlist_add
Sep 15, 2023
Fortune and Freedom with Nigel Farage : How to get rich, Hong Kong style
Find out what’s really happening with your money – join us at https://fortuneandfreedom.com
Never mind Singapore-on-Thames, we should be doing a Hong Kong. That’s the conclusion Nigel Farage and I reach in this week’s video after discussing the Office for National Statistics’ monumental GDP blunder. However, you’ll be surprised to hear how to go about revitalising the UK economy in Hong Kong’s image…
Given that it has emerged that the government can’t count immigration or GDP properly, how can we even have an informed debate about things like Brexit?
It’s not just Brexit though. The Bank of England’s (BoE) interest rate hikes are really starting to bite. Mortgages are falling and arrears are rising, but do central bankers really know what they’re doing when economic statistics are going haywire?
It’s not all bad news on the statistics front. Incomes are gradually catching up with the inflation of the last two years, and at a record pace too. Only problem i…
playlist_add
Sep 1, 2023
Turning points for Brexit, housing and net zero?
Find out what’s really going on in this week’s news in review, with Nigel Farage…
https://fortuneandfreedom.com
It was a week of turning points for some of the most important trends set to shape the UK’s future…
Does Nigel Farage back Rishi Sunak’s plan to build 100,000 homes that EU legislation had held up? Is this just the beginning of Brexit benefits as we tear up red tape?
House prices and transactions are still struggling with the bumbling Bank of England’s (BoE) high interest rates. Unfortunately, the BoE doesn’t produce gas and Europe is spending record amounts on Russian liquefied natural gas, funding Russia’s war effort. What could happen to energy prices and thereby inflation this winter? And what might the BoE do in response to another burst in the cost of living?
We’ve seen the public, the media and then the politicians turn on net zero. But the Ultra Low Emission Zone (ULEZ) rebellion has signalled something new. Find out what the Blade Runners are…
playlist_add
Aug 18, 2023
The beginning of the end for wind and solar?
Find out what’s really happening with your money – join us at https://fortuneandfreedom.com
Can you have too much of a good thing? Alberta, Canada, has had enough of wind and solar, for now. Alberta has announced a freeze on new projects. The premier of Alberta complains that the Canadian federal government won’t allow for the backup fossil fuel power plants that are needed to plug the gap left by renewable energy’s intermittency.
But what does it mean for the wind and solar industries if we are reaching some sort of threshold level for renewable energy, beyond which its intermittency means the entire grid becomes intermittent?
The Bank of England certainly seems to think we can have too much of a good thing. Incomes in the UK are booming… barely enough to keep up with inflation. But that still spells the need for even higher interest rates.
The de-banking scandal has grown to encompass more than banks, with government officials criticising other companies for wading into…
playlist_add
Aug 11, 2023
Pushback against creeping neo-Marxism
The topics of de-banking and the war on cash remain in the headlines, and not only in the UK. This past week, Australian banks imposed new limits on cash deposits and withdrawals. Everywhere you look, financial freedom and privacy are under growing threat.
playlist_add
Aug 4, 2023
Farewell net zero, we hardly knew you…?
Not so long ago, questioning net zero could’ve got you de-banked for your politically incorrect views. Now it’s so mainstream that even the government and opposition can agree on some of the flaws.
But what does that really mean for the most interventionist government policy in UK history? Is it over before it really began?
It’s certainly looking unaffordable, with the UK government’s interest expense already spiralling thanks to the Treasury’s decision to issue inflation-linked gilts.
The consequences will have to be much higher taxes…
But the government is not the only one in too much debt, with interest rates resetting to dangerously high rates for ever more borrowers ticking over to variable rates.
Can the housing market hold up, or must the Bank of England hold it up with rate cuts in the face of inflation?
Last but not least, we have a truly bizarre situation in the eurozone, which has emerged from its recession with record low unemployment...
Find out what’s really…
playlist_add
Jul 28, 2023
The de-banking scandal is even moving financial markets
Another week with Nigel Farage’s de-banking story topping the UK’s news feed. But this time, events have taken to a new arena – the stock market.
£850m has been wiped off NatWest’s value as it faces the potential for a fine that could run into the hundreds of millions of pounds. Who would’ve thought that political discrimination pays so badly?
But what if this symptom belies a bigger cause – that of corporate powerbrokers enforcing woke ideology at the expense of their shareholders? Then investors have got a bigger problem that extends well beyond banking to worry about. It’s a topic Nigel and I cover in our latest monthly issue of The Fleet Street Letter.
The UK government has taken Nigel’s side on the drama. But what does he think of their world leading interest expense on the government’s debt? That’s right, our Treasury spends a greater share of its revenue on interest than any other developed country’s government. It’s enough to get a prime minister fired,…
playlist_add
Jul 24, 2023
How to escape de-banking, according to Nigel Farage
Nigel Farage’s de-banking spent another week at the top of the UK newsfeed. But in this video, we dig into how you can escape Nigel’s ignominious financial fate while he fights for your rights.
The government isn’t just getting on board with the de-banked. It’s also been working on Great British Nuclear, which will help the country return to the power revolution of the… 20th century. Or will it?
Last but not least, what did Nigel hear from the truckers while travelling the Channel Tunnel?
Find out in this week’s news in review, with Nigel Farage…
playlist_add
Jul 14, 2023
An economic minefield: banks, mortgages, hydrogen and goldst
The saga of Nigel Farage’s de-banking continues with an extraordinary update on just how systemic the drama really is. But why is it occurring? Are the banks hiding something?
The Bank of England (BoE) says not. But, then again, the BoE got rid of the UK’s mortgage stress tests just before hiking interest rates rapidly. And now its warning about stress in the mortgage market…
The Financial Times, meanwhile, reports that nations have been spurred into action by sanctions on Russia. Nations are loading up on gold and repatriating it back home for safekeeping. This means nations don’t trust the US or the US dollar’s value. I wonder why…
Meanwhile, the campaign for net zero has encountered further local opposition to the changes that’ll save us from climate change. This time, it’s over a hydrogen trial.
Find out what’s been going on this week, and what it means for you, from Nigel Farage…
playlist_add
Jul 10, 2023
Was de-banking Nigel Farage one step too far?
Nigel Farage has been de-banked. His bank is going to close his accounts and new banks are not willing to provide their services.
It turns out this isolated event is part of a much bigger trend to isolate anyone who stands against woke warriors.
But could this be the event that comes to define the reversal in the culture wars? And what does it really mean for the rest of us?
playlist_add
Jun 23, 2023
Brexit causes a recession… in the eurozone?
Well, the consequences of Brexit have finally struck home. The eurozone is in recession while the UK has escaped the same fate, for now.
Who would’ve thought, after all that fearmongering back in January about the UK economy being the worst performer? The International Monetary Fund (IMF) has gone from expecting a recessionary 0.3% contraction to an expansion of 0.4% for the year…
But it’s not such good news for mortgage borrowers, whose financial strain is increasingly capturing the attention of the newspapers. Unfortunately, recessions are a cure for high prices and so a lack of a recession means more rate hikes to come...
Is it fair for mortgage borrowers to bear the burden of the Bank of England’s (BoE) handbreak turn? It is about as fair as having savers and investors suffer low interest rates for many years…
Perhaps we can all agree to blame the BoE’s meddling?
Meanwhile, the entertainers that are French President Macron and Italian Prime Minister Meloni met up o…
playlist_add
Jun 22, 2023
Will the Terminator kill Warren Buffett and blow up the City of London?
The big investment theme of 2023 has been artificial intelligence (AI), with AI stocks leaving the rest of the market for dead.
But what does AI mean for the investment industry itself? Will your new fund manager be the Terminator? And will that mean it’s “hasta la vista” for Fortune & Freedom?
playlist_add
Jun 9, 2023
Labour is coming. Don’t look busy.
As Nigel Farage warned his readers of The Fleet Street Letter in December, a Labour government is coming our way. The real question is: what does this mean for investors?
Unfortunately, it doesn’t mean anything good. In fact, Labour seems poised to worsen the country’s challenges with a set of surprisingly left-wing policies.
The only good news is that those challenges are so far gone that they now present a poisoned chalice.
Find out what they are from Nigel Farage, in this video…
playlist_add
Jun 2, 2023
Welcome back to the 70s re-enactment
playlist_add
May 26, 2023
Will the bond market bring down the government again?
Back in October, the UK government was brought down by the bond market. The Truss/Kwarteng budget triggered a crash in UK government bonds, driving borrowing costs into the stratosphere.
A stratosphere that we have returned to under the current government…
Over in Europe, they’re coming down from the climate change clouds to discover Germany is in recession and the French don’t want any more green legislation, even if it costs us the planet.
Even the International Monetary Fund got a dose of reality this week, with Germany going into recession while the Brexit Britain is expected to escape.
The last source of delusion seems to be the UK government, when it comes to immigration and deregulation.
Find out what’s going right, wrong and completely haywire from Nigel Farage
playlist_add
May 19, 2023
The week the Brexit dream died
The whole point of Brexit was to diverge from the EU – to dump their defunct laws and make the UK economy competitive with new laws. But this week, that dream died.
Instead, we have a government hell bent on sabotaging the economy to try and cut carbon emissions, whatever the cost.
The only good news comes on the cryptocurrency front. The UK may actually be on the verge of a successful regulatory divergence in how it treats crypto investments.
Find out what Nigel Farage had to say about all that, and more, in this video…
playlist_add
May 12, 2023
The only Blob in Westminster is the Conservative Party
The government is too busy creating new onerous laws to rescind the ones the EU forced on us. They’re blaming a Westminster Blob for the inability to stage a Brexit Bonfire. But is their excuse a valid one?
Speaking of excuses, the fact that central bankers around the world all made the same mistake on inflation suggests there’s something going on behind the scenes. But what?
And the impossibility of inflation was far from the only consensus proving to be wrong. Investment bankers have changed their tune on the UK economy and the pound in rather dramatic fashion. How did they get it so wrong and what are they saying now?
But the biggest surprise of all might yet be coming bankers’ way, with monetary policy and the bond markets in for a right barney by Christmas, at the latest.
Find out what Nigel Farage had to say about all that, and more, in this video…
playlist_add
May 5, 2023
Central banks are the cause of the problem, not the solution to it
Central bankers failed to see inflation coming. They failed to react when it arrived. And now they’re overreacting in their campaign to slow inflation back down again.
In the face of another struggling bank in the US, just hours after the Federal Reserve chair Jerome Powell hiked interest rates again and declared the banking crisis to be over, what mistake will central bankers make next?
Perhaps it’ll be another house price crash, which the media is still busy blaming on Brexit…
Find out what Nigel Farage had to say about that…
playlist_add
Apr 28, 2023
The end of Covid emergency measures will expose familiar emergencies
The Covid era allowed governments to paper over a long list of imminent crises. Extreme fiscal policy kept economies on life support. Extreme monetary policy kept bond markets from crashing… too quickly. Travel restrictions locked down international borders. Lockdowns prevented protests... unless they were for woke causes.
But with the end of Covid’s emergency measures, those old crises are threatening to make an unruly comeback.
European sovereign debt levels are dangerously high.
Demographics risk tipping societies into dysfunction.
Illegal immigration is causing even leading EU politicians to suggest a border fence might be a good idea.
Net zero’s impossible goals are bearing down on us. As are the policies designed to achieve them.
Now that crises are allowed again, which crises will make a comeback, bigger than ever?
Find out, from Nigel Farage…
playlist_add
Apr 21, 2023
Don’t mention the pound
playlist_add
Apr 14, 2023
A fantasyland of debt, carbon and the EU
playlist_add
Dec 13, 2022
Why 2030 Energy Targets Won’t Happen
Today we talk energy and governments.
The bankruptcy of one company has suddenly put a whole country’s 2030 energy targets at risk… right as more coal power stations are being closed earlier than first planned.
My question today is, who will be bear the brunt of these short-sighted policies? Energy targets get politicians good press and give people the illusion of progress, but the minerals, manufacturers and funding aren’t there to make them happen. And as we saw this week, one wobble and it risks toppling over…
Plus, this week I end with the next commodity you must put on your watchlist for 2023.
playlist_add
Dec 13, 2022
Will Chinese Covid protests topple Xi Jinping? | The Early Advantage ep 22
It’s rare that Chinese citizens protest in multiple cities at the same time – and almost unheard of for them to publicly call for the resignation of Xi Jinping, General secretary of the Chinese Communist Party. But after suffering through nearly three years of zero-Covid policies, the people have had enough. The news of between 10 and 40 deaths from a fire at a Covid-barricaded apartment building in Urumqi was bad enough. Then there were TV images of maskless World Cup attendees – causing Chinese sports fans to doubt the government propaganda claiming how good things are in China and how bad they are everywhere else. Chinese citizens have taken to the streets for the largest protests since 1989’s Tiananmen Square events.
Thankfully, the 2022 protests haven’t ended in a massacre, but the underlying tension may still be there. What does it mean for Xi – and for China’s economy, and for investors? Bob Guterma, CEO of The China Project, gives his take.
And Brian Christopher…
playlist_add
Dec 12, 2022
Coal's Undeserved Reputation
What are the three commodities you should have on your watch list for 2023?
Without this critical element, there are no drills, cars and no buildings. Nor are there more apartments for high-density living. Nor are there more factories to make all the things we need. And absolutely no renewable energy infrastructure would be available.
And no, it’s not copper.
Make sure to subscribe so you never miss a video
playlist_add
Dec 12, 2022
Nigel Farage on the Green Energy Revolution
The French Revolution didn’t work out so well. In the end, it merely replaced one despot with another… after some seriously bloody turmoil in between…not to mention afterwards. And the Green Energy Revolution seems to be going much the same way.
Politicians are turning on the industry they once loved to subsidise. Now they’re applying windfall taxes instead.
The result will be a lack of energy. But the politicians have solution. They’re suggesting that people take cold showers and buy Teslas – a “let them eat cake” moment if ever there was one.
Don't forget to subscribe to keep up to date with all the newest investing news.
playlist_add
Nov 25, 2022
A hedge against climate change
We have more rain in the wrong places, and less snow than there used to be. Late monsoons mean that rice paddy fields stay dry until the rains come.
Mega fires used to happen every 10 – 15 years in Europe: now farmers can expect them every three. Once in-a-century droughts in the UK now are expected every 30 years.
One of the biggest threats of climate change isn’t how much more tax we will pay, or rising water levels…it’s the rapid impact that it will have on our food supply chain.
This week I’ve written about the “fourth revolution” coming to the agriculture sector. Today I explain just how much money is moving into it, and why you need to keep on top of this about-to-boom industry.
playlist_add
Nov 25, 2022
The government is coming for their money
Brexit and Trump happened under comparatively benign conditions compared to the last two years. So… what’ll the future hold for populism?
Will governments raid pension funds, ISAs and other tax incentivised savings schemes to plug their “black hole” (and spend more on wind turbines)?
What does the “budget” mean for small business owners?
And why is every newspaper I read, all around the world, warning about blackouts?
Find out, from Nigel Farage…
playlist_add
Nov 23, 2022
Bad boy(s) of crypto | The Early Advantage ep 21
It’s been said that the FTX blow-up is an issue of people, versus one of crypto.
In this edition of The Early Advantage, James and Professor Victor Ricciardi, one of the world’s foremost experts on behavioural finance, look at the behavioural side of both the FTX debacle itself and of the crypto bubble writ large.
playlist_add
Nov 21, 2022
Inflation, austerity and recession is a dangerous combination
Another week, another green energy bust. But does anyone see the trend? Nigel Farage does.
And that’s not the only déjà vu. George Osbourne and his austerity are back in vogue… in certain circles, anyway.
As is China, with the West choosing to turn a blind eye and the other cheek at the G20.
Meanwhile, consumer prices just keep rising, and central bankers’ inflation denialism just keeps getting more bizarre in response.
What a week for Nigel to digest for you…
playlist_add
Nov 21, 2022
What you learn from hob-knobbing with mining executives, bankers and bureaucrats
Today is all about technology and the future of mining.
Two weeks ago, I attended IMARC, which is the largest mining conference in Australia.
This is the one where you’ll find mining CEOs, government leaders and heads of banks rubbing shoulders and discussing what the industry needs moving forward.
In this week’s Exponential Investor podcast, I explain which critical minerals were talked about the most, the mining sector’s struggle to attract funding, and all the new technology that will be automating the mines of the future.
playlist_add
Nov 21, 2022
Has Sam Bankman-Fried destroyed crypto? | The Early Advantage ep 20
How much damage have Sam Bankman-Fried, FTX, and Alameda Research done to the crypto industry?
Stablecoin protocol founder Joshua Scigala unpacks this issue with James, and discusses what’s next for the industry – and who will survive.
Make sure to subscribe so you never miss ground breaking investment news.
playlist_add
Nov 11, 2022
Bitcoin is being buried alive
Another month, another crypto catastrophe. But after so many bitcoin obituaries over the years, what do the latest ones really mean?
And do you remember the beginning of the 2008 financial crisis? It’s quite hard to pinpoint when that was…
Do you start with Lehman Brothers going bust? Or was it the collapse of the two Bear Stearns hedge funds that preceded it? Perhaps it was when US house prices peaked, in 2006? Or when interest rates were increased, popping the housing bubble? Maybe the inflation of the housing bubble in the first place made the bust inevitable?
The answer may matter more than you think. Because history seems to be repeating in the global property market…
Not to mention the mid-terms, with all the old familiar tales back in the news.
Guests Rob Marstrand of UK Independent Wealth and Sam Volkering of Exponential Investor join Nick Hubble to untangle this week’s news and what it means for markets... if anything.
playlist_add
Nov 11, 2022
Why did FTX.com fail?
One of the biggest crypto exchanges in the world, FTX.com, is in freefall. Why? And what does this mean for crypto markets?
How does a $32 billion crypto trading exchange giant fail in the space of a couple of days? How can its founder, Sam Bankman-Fried, go from being touted as the “next Warren Buffett” to bankruptcy? What does the world’s biggest crypto exchange, Binance, have to do with it all? And what does this tell us about crypto and the wider market? What should investors be thinking about this epic failure, and what should you do next to make sure this sort of thing doesn’t affect you?
Find out more in this week's Exponential Investor Podcast.
playlist_add
Nov 9, 2022
AVOID biotech (unless you know this) | The Early Advantage ep 19
Beaten-down biotechs may tickle your value bones, but should you muster up the will to buy? On this edition of The Early Advantage, James talks with Leon “Jun” Tang, PhD, a former Wall Street biotech analyst-turned-consultant about the biotech winter – and what you should (and shouldn’t do). And Brian Christopher is back with his Bloomberg screen of the week.
playlist_add
Nov 4, 2022
Looking beyond the cacophony of central bank chaos
Markets are obsessed with central bank policy decisions. And this week featured an absolute overdose of those. Leading to all sorts of market instability. Stocks, currency markets and bonds all whipsawed wildly.
But rather than focus on what central bankers did and what it means for you, Rob Marstrand of UK Independent Wealth and Nick Hubble discuss the nature of a world being puppeteered by money policymakers.
What does it mean for politics, social cohesion and prosperity to have a select few unelected (and clueless) bureaucrats controlling our lives and our financial markets to the extent they do today? Where does such a society lead us?
Nick gives you a hint. Rob lives in Argentina...
playlist_add
Nov 4, 2022
How to use Yahoo Finance to find stocks
Finding, researching, understanding the right kinds of stocks to invest in can be hard. But armed with the right tools, you can make the whole process a lot easier and more enjoyable. One of the best starting tools you can use is Yahoo Finance. It's free, easy to use and provides a great springboard into further, deeper research.
However, a lot of people don't even know how to maximise the potential of this free tool. In the video below, we take a look at how to access and use the Yahoo Finance stock screener when researching stocks.
playlist_add
Nov 2, 2022
Can democracies resist CCP-style surveillance? | The Early Advantage ep 18
The Chinese Communist Party has set up a surveillance state – fuelled by its worries about staying in power, and aided by exponentially cheaper and better surveillance technology (often Western-developed) that it benevolently uses to manage streetlights to help ambulances reach hospitals faster – as well as to squelch dissidents and minorities it considers a threat to its power. Will this happen in the West?
In this week's episode of The Early Advantage, James Early talks with Liza Lin, Wall Street Journal reporter and author of Surveillance State, to find out more.
playlist_add
Oct 28, 2022
Lithium – boom or bust?
The global hunt for lithium is on. Markets expect that lithium-ion batteries are set to dominate in the second half of this decade. Automakers are now in a mad scramble to secure a supply of lithium today to ensure they can make cars for tomorrow.
“Surely that means investors should pile into lithium stocks?” Sam Volkering asks Shae Russell in this week’s Exponential Investor podcast.
“Not so,” Shae says. In fact, she thinks there’s a good chance that we are nearing a peak price for lithium … and that there’s one unloved metal investors should be looking at right now.
playlist_add
Oct 28, 2022
The second globalist coup in two weeks
The UK election results are in and Rishi Sunak is our new prime minister, alongside his running mate Jeremy Hunt who remains chancellor. Together they have been chosen by the people, for the people and of the people.
Does this mean political and economic stability, or a Labour government? Find out from Nigel Farage.
But perhaps UK politics will now take a back seat to energy policy in coming months. And changes certainly are afoot. While the Europeans debate a cap on gas prices, the gas price has gone negative. And while the Germans scramble to keep their nuclear power online, they’re busy tearing down windmills to get at the coal beneath them.
If UK politics just got boring, energy markets are ready to take up the mantle…
playlist_add
Oct 21, 2022
“So, now what?”
“Do I buy more? Do I sell? I only bought them because other people told me to, and I have no clue what to do next”.
Many people start investing on other people’s suggestions. They act on these… but, if the market then moves against them, they often freeze, not knowing what to do next. Today’s Exponential Investor sets out to tackle this very subject.
Sam Volkering and Shae Russell share our top four tips on where to start, what to do after you’ve bought shares, how to create an investment plan, and how to understand your risk profile along the way.
playlist_add
Oct 21, 2022
The poisoned chalice atop the greasy pole
Will it become revered as the greatest hospital pass of politics? The Conservative Party is certainly throwing it away recklessly according to Nigel Farage. It’s only a question of who’s dumb enough to catch it.
Will it be new New Labour under Keir Starmer? Or Rishi Sunak and Jeremy Hunt? Is that Michael Gove we can hear shuffling his feet in the background?
Let Nigel Farage take you through the possibilities. There are a few ways this can go. But none of them are pretty for UK savers and investors...
playlist_add
Oct 19, 2022
Will fair value accounting boost crypto? | The Early Advantage ep 16
Are crypto prices on their way up thanks to an accounting rule change? Sure, a few vanguard companies (with idealogue leaders) like Tesla and MicroStrategy have bought crypto for corporate treasury purposes, but accounting rules that require companies to record losses in crypto – but not gains – have been holding other companies back from making cryptocurrency investments – at least the pro-crypto crowd claims.
James Early talks with Alan Jagolinzer, head of the accounting faculty at Cambridge University, about a new potential “fair value” rule, the state of play of crypto accounting – and whether it’s enough to drive crypto prices higher.
And Brian Christopher weights buybacks vs. dividends in his Bloomberg screen of the week.
playlist_add
Oct 14, 2022
Trading 101: if you’re going to be wrong, be wrong fast
Investing and trading are not the same thing, and you can’t let your emotions control how you trade.
Almost every professional investor has lost money at some point. Anyone who denies this hasn’t been in the markets long enough.
In honour of World Mental Health Day on Monday this week, I talk about my own experience losing money (it wasn’t fun), and how it happened because I didn’t have a handle on my emotions when trading under pressure.
Plus, I share the three surprising things that I’ve learned from the experts since then to become a better trader.
playlist_add
Oct 14, 2022
Two weeks without Nigel Farage and the UK goes into meltdown...
Nigel Farage has been busy touring the globe, spreading the word. But what word? And why?
In his absence, the UK went into complete meltdown, with the currency crashing, bonds plunging and political chaos unfolding. But what was behind all the chaos? Or should I say who?
playlist_add
Oct 12, 2022
Does carbon investing work? The Early Advantage ep 15
Does carbon investing work? Does it make money for investors? Does it help the world? And how do carbon markets work? Carbon investing may still create more questions than answers, but Eron Bloomgarden of Climate Finance Partners is one of the world’s foremost experts on climate investing – and chats with James about the big picture of carbon markets, as well as about how investors can get started.
playlist_add
Oct 10, 2022
Is the United States the next UK, and the UK the next emerging market? | Across the Pond ep 1
In this inaugural edition of Across the Pond–a video show bringing the economics of Europe to North America and the economics of North America to Europe –co-hosts John Butler and James Early discuss the UK’s slide from the greatest empire on Earth –and wonder if the United States will follow suit
playlist_add
Oct 10, 2022
Is Credit Suisse the next Lehman Brothers?
Financial markets were jittery already. But then Credit Suisse’s credit default swaps started to blow out, signalling a rising probability of default. It’s all so familiar, isn’t it? Tight monetary policy, falling house prices, plunging stocks, failing funds and now –a bank that’s in trouble...
But there’s something special about banks. Former member of the European Parliament Godfrey Bloom explained it to his fellow politicians years ago:
“It is my opinion that you do not really understand the concept of banking. All the banks are broke. Why are they broke? They’re broke because we have a system of fractional reserve banking, which means banks can lend money which they don’t actually have. It’s a criminal scandal and it has been going on for too long.”
One of the reasons why Nigel Farage decided to partner with Rob Marstrand to launch UK Independent Wealth is that Rob left banking to evade the 2008 financial crisis. In other words, Rob knows a thing or two abo…
playlist_add
Oct 7, 2022
The carpediem generation meets rate rehab
There is a near synchronised effort among central banks globally as they increase the base ratesat their individual meetings. Yet rather than taking the opportunity to teach the public what this means, the media are obsessively focusing on rate hikes in click-bait headlines.
In this week’s episode of Exponential Investorpodcast, Sam and I explain that while it does put pressure on some mortgage holders, rates absolutely must go up...and they are going to get much higher from here.
playlist_add
Oct 7, 2022
The next phase of the financial crisis has begun: currency crises
We think of currency crises as being related to pegged exchange rates, emerging markets and foreign currency-denominated debt –things that don’t apply to the UK. Not since the exchange rate mechanism, anyway...
But currencies can act as pressure valves which warn us of a financial crisis underway under the surface. Nick Hubble's guest John Butler believes that a new phase of the 2022 meltdown has kicked off, with the plunging pound, euro, yen and others. This is something you need to understand in order to predict how it’ll affect your investments.
Nick also ask John, a former banker, about Credit Suisse, the central bank pivot and whether inflation is finally coming down at last...
playlist_add
Sep 30, 2022
Why the world will be “Buying British”
“The pound is crashing” screamed the headlines all week.
Yet a falling pound isn’t necessarily a bad thing.
In fact, a weaker currency can be highly supportive of a country’s manufacturing and export sectors. So much so that a persistently weak pound may be very good for the UK, and there could be a return to “buying British”.
In this week’s Exponential Investor podcast, Sam Volkering & Shae Russell cover how the Bank of England and the UK government are introducing opposing policies, what a falling pound means for you, and whether this will have any impact on inflation.
playlist_add
Sep 28, 2022
Time to buy EV and semiconductor stocks?
Are the beaten-down semiconductor and electric vehicle (EV) sectors ready to rebound? And if so, which semiconductor and EV stocks should you consider buying?
Find out in today's episode of The Early Advantage where James Early interviews Simon Erikson, founder and CEO of investment research firm 7investing.
playlist_add
Sep 23, 2022
How do you make money from crypto in a recession?
Rates are up; inflation is up; the economy is down. So, how can you smartly use crypto to not just earn yields but to smash inflation and survive a recession?
Find out more from Sam Volkering in today's episode of the Exponential Investor Podcast.
playlist_add
Sep 23, 2022
Diversification doesn’t work in an Everything Bubble
Nigel Farage is on his way to Australia, so I’m joined by his colleague and co-conspirator at UK Independent Wealth, Rob Marstrand. We discuss the Everything Bubble, and how to invest in an age of high prices across the board. Investing is, after all, a game of alternatives. You have to keep your savings somewhere…
Bonds are at least looking interesting. At some point, a financial crisis is likely to begin. And then bonds should rally. But when?
You’ll also discover that even living in Argentina isn’t enough to make Rob enthusiastic about bitcoin. Find out why...
playlist_add
Sep 21, 2022
Vivi Lin: do Web3 companies actually do anything? | The Early Advantage ep 13
What’s the best Web3 company? Who will win between bitcoin and Ethereum? What’s the most important consideration when investing in Web3 – and what is Web3 in the first place?
In this get-to-the-bottom-of-it edition of The Early Advantage, James continues his quest to unpack this mysteriously hot buzzword – which so many investors want, but so few can articulate – with Vivi Lin, a partner at Octopus Network.
playlist_add
Sep 16, 2022
Financial markets render their verdict on Liz Truss
Well, we didn’t have to wait long. The pound slumped to its lowest level since 1984 on the new prime minister’s first day in office.
But Nigel Farage is sounding cautiously optimistic about Liz Truss’ potential to turn the ship around. The rest of Europe, meanwhile, is sinking under the weight of its own energy policy.
Find out what Nigel Farage has to say about Liz Truss, and what got Europe into this mess, in this video…
playlist_add
Sep 14, 2022
Dr. Jane Thomason: what is Web3 and how is it making the world better? | The Early Advantage ep 12
https://www.linkedin.com/in/drjanethomason/
https://twitter.com/janeathomason
What is Web3? What is the Metaverse? And what will some of their impacts be on society?
These terms – which have different meanings to different people – have confused investors and observers alike, but haven’t failed to generate hype. Futurist and Web3 authority Dr Jane Thomason – who also chairs Web3 investment firm Kesai Holdings – joins The Early Advantage to unpack the nomenclature and explain how these concepts can go beyond their hype and not only help the world, but help some of the world’s neediest people.
Web3 and blockchain as agents of social good? Watch and decide.
Plus, speaking of the future, Brian Christopher of Follow The Money (middle “T” capitalised because his research service is such an authority, I hear) is back with his weekly Bloomberg screen – on uranium stocks that will benefit from the future of nuclear power.
playlist_add
Sep 9, 2022
A weak euro means more tourists...
If you could invest in one travel-related company, which would it be?
In spite of the cost of living rising, Sam’s recent holiday suggests people are still keen to go abroad.
Perhaps the higher cost of living deters them from spending at home and they hold onto their money to spend in another country...
In this week’s Exponential Investor podcast, Sam and Shae explore the investment case for the travel sector.
playlist_add
Sep 9, 2022
Financial markets render their verdict on Liz Truss
The pound slumped to its lowest level since 1984 on the new #PrimeMinister’s first day in office.
But #NigelFarage is sounding cautiously optimistic about #LizTruss’ potential to turn the ship around.
Find out more in this week's Week in Review with Nigel Farage & Nickolai Hubble
playlist_add
Sep 7, 2022
Doomberg on starving Putin and why nukes (for power) are a must | The Early Advantage ep 11
Should the world drill to lower gas prices to starve Putin? Are Tesla-style full EVs worse than hybrid EVs right now? Why aren’t all nations rushing to embrace nuclear power?
Doomberg may be represented by an anonymous green chicken, but this green chicken knows his stuff and is rightfully taking the investing world by storm. Hear why in this interview.
And Brian Christopher is back with his weekly Bloomberg screen.
https://doomberg.substack.com/
https://twitter.com/DoombergT
playlist_add
Sep 2, 2022
The cost of living crisis will get worse
Rising prices. Cost of living crisis. Inflation. Normally, these would be topics that most people wouldn’t pay much attention to… but now, they’re inescapable.
Some in UK won’t turn on the heater this winter. Millions are skipping meals, and food prices will only spiral higher next year…
This week, Shae Russell explains why things will get worse before they get better, and the key four sectors to invest in.
playlist_add
Sep 2, 2022
After the pandemic, who trusts the government to handle the energy crisis?
Politicians and policymakers have barely begun to disavow their role in lockdowns and vaccine mandates before an energy crisis begins. But will the public put up with their policies in the wake of the pandemic?
playlist_add
Aug 31, 2022
Does trend following work? With Michaal Covel | Early Advantage ep 10
Can you follow trends to make profits in investing?
Author and speaker Michael Covel has penned bestsellers like Trend Following and The Complete TurtleTrader (Google “Turtle Trading” for backstory). He also runs the Trend Following Radio podcast with over 10 million cumulative downloads and guests including billionaires and Nobel laureates. Michael says “yes” – definitively.
And Brian Christopher keeps to this week’s theme with a Bloomberg screen for momentum investing.
https://trendfollowing.com
playlist_add
Aug 26, 2022
If the EU abandons Ukraine, what’ll the UK do next?
The UK government is growing increasingly worried that the EU will give in to Russia over Ukraine. The Europeans need the Russian gas to make it through winter, after all. Russian gas could solve the energy crisis, the inflation crisis and reverse a recession. It’s the EU’s own sanctions are causing the supply shortages. But if the EU does abandon Ukraine to save itself, what would the UK do next?
Find out more in this Week in Review with Nick Hubble & Nigel Farage.
playlist_add
Aug 24, 2022
Why does the stock market go up? With Brian Feroldi | The Early Advantage ep 9
Why do stocks go up? How long should you invest for? What are the principles of successful investing?
Brian Feroldi, author of “Why does the stock market go up?” chats with James – and gives one share that he likes.
playlist_add
Aug 19, 2022
What will finally be the death of email?
Kids today, eh? Watch how kids use technology and you’ll quickly see why the death of email is upon us.
Plus… what can the shift from gold to paper currencies teach about central bank digital currencies (CBDCs)? All this and more in this week’s Exponential Investor podcast!
playlist_add
Aug 19, 2022
As we feared: inflation keeps heading higher
Inflation keeps soaring higher here in the UK, and is now into double digits for the first time in decades. But it could keep getting worse before it gets better. That is not least because some people believe the oil price could go up another 50%.
Stock markets have rallied since June. But, in the face of strong recessionary forces, is this a false dawn?
Find out in this week Fortune & Freedom podcast.
playlist_add
Aug 18, 2022
Inflation’s Paul Revere rides again
Why did nobody see inflation coming? That’s what the media is pondering today. Just as they did about the 2008 financial crisis, and every other significant economic development before that.
But the answer, as always, is that plenty of people did see inflation coming. It’s just that their views were discounted as too heretical to publish.
In this video, I interview John Butler – the man who warned Fortune & Freedom readers about the inflation spike we’ve seen weeks before it began. Find out how he did it, and what his analysis reveals about the future of inflation and our economy…
playlist_add
Aug 17, 2022
Dan Stein: policy best fights global warming, Taiwan semiconductors after Pelosi | The Early Advantage ep 8
www.givinggreen.earth
Is policy best to fight climate change? Investing? Dan Stein, founder of Giving Green, says policy wins.
Will Pelosi’s Taiwan visit end up disrupting semiconductor supply? James and Shaoping discuss.
playlist_add
Aug 12, 2022
The beginning of the end for Ukraine?
Winter is coming and Europe is short on gas. How much longer will people put up with Russian sanctions? Nigel Farage and Nickolai Hubble suspect not long, given a subtle change we’ve detected in the news…
What would an end to Russian sanctions mean for inflation, energy prices, financial markets and geopolitics? And what’s the British government going to do about the coming bill shock which the energy crisis has morphed into?
It’s not just Europe that is seeing a surprising shift. In the US, inflation hit 0% month-over-month! Is the inflation crisis over?
playlist_add
Aug 10, 2022
Is investing the best way to fight climate change? With David Callaway | The Early Advantage ep 7
Does investing to make the world better actually make the world better? Does ESG work?
Find out more on climate change and why does it matter so much? https://www.exponentialinvestor.com/article/what-is-climate-tech-and-why-does-it-matter-so-much/
www.callawayclimateinsights.com
Does investing to make the world better actually make the world better? Does ESG work? This line of questioning is one of the hottest in finance – and one James tackles today with David Callaway, founder of Callaway Climate Insights, and former CEO of TheStreet.com, editor-in-chief of USA Today, and editor-in-chief of MarketWatch. David breaks with the doubters and says not only does investing help, but it’s more effective than policy.
playlist_add
Aug 5, 2022
What’s worse than a recession and inflation? Both…
If the monetary policymakers don’t raise interest rates, inflation could get out of hand (if it hasn’t already). If they do raise interest rates, they’ll cause a recession. As always, the monetary policy makers have found an awkward compromise. They’ll deliver both inflation and a recession, which is known as stagflation.
This was always going to happen once central banks fell “behind the curve”. Now they’re catching up to inflation and can only bring it down by causing a recession with tight monetary policy. Right when the UK is facing an energy crisis to boot…
playlist_add
Aug 5, 2022
The most precious metal of all
Investors wanted to know when stocks were going to rise…commodities investing legend says buy good quality assets and be patient.
Copper is the most critical metal we use today and we need to double the amount we produce each year. The problem is, not enough money has been spent on looking for it…let alone producing it.
Without blinking at the controversy it might cause, one CEO told the audience that he prefers to hire women to run his mines because he believes they do a better job than men.
playlist_add
Aug 4, 2022
How will China retaliate for Pelosi’s visit? With Bob Guterma | The Early Advantage ep 6
Will China invade Taiwan? Will it try to punish the United States directly – or just punish Taiwan – for Nancy Pelosi’s visit? James unpacks this thorny topic on a special edition of The Early Advantage!
playlist_add
Jul 29, 2022
Monetary policy makers are consistently wrong, at your expense… or profit?
Want to hear more from Nigel and the Fortune & Freedom team?
Visit https://subscribe.fortuneandfreedom.com/1803010/inv-yt
Does your investment strategy include the prospect of monetary policymakers getting things completely wrong? Well, it should, according to Nigel Farage. Because they consistently do.
This time, markets are expecting central banks to abandon their break-neck interest rate hikes in 2023. But will they?
We also tackled the energy crisis and the UK and the EU’s mutual reliance on each other to keep the lights on this winter. The trouble is, that makes us twice as vulnerable. A crisis in either place is a crisis in both.
playlist_add
Jul 29, 2022
Mood affects media and media affects psychology
In this week’s podcast, we cover Jim Rickards’ thesis that perhaps bitcoin isn’t going to be a useful currency, but rather than it is the medium to reanalyse what money is (and how it may lead to lower demand for the US dollar).
There are two different opinions on when the Federal Reserve will be cutting interest rates.
Also, as one legendary investor tells the crowd today, “Mood affects media and media affects psychology.”
playlist_add
Jul 27, 2022
How and why the Federal Reserve raises interest rates | The Early Advantage episode 4
How does the Federal Reserve actually change interest rates? Does Fed interest rate policy even work? And what’s inflation really, actually – a supply side or a demand side phenomenon (or both)?
James answers all your Federal Reserve interest rate questions (or at least some of them) and even gets into repurchase (repo) and reverse repo agreements – without getting technical – in this episode.
playlist_add
Jul 26, 2022
A metals-led commodities supercycle could be here
To find out more about Shae’s upcoming launch, and how to potentially profit from the metals-led commodities supercycle, click here https://subscribe1.southbankresearch.com/X981Y7IW
If it takes a decade to create a mine, how do supply and demand for commodities find an equilibrium?
Badly.
The commodities supercycle is driven by the mismatch.
During a boom, miners overinvest and overpay for ore in the ground. By the time the mines produce, there’s a glut and prices crash. This leaves marginal projects shelved. But that only creates the future shortage which causes commodity prices to spike again.
In other words, supply is constantly overcorrecting for demand.
You can see why it’s called a commodities cycle – the booms and busts are inherent in the equation.
The question for investors is: where in the cycle are we today?
And my old friend Shae Russell has the answer, as well as the particular part of the commodities cycle that are set to boom.
playlist_add
Jul 22, 2022
What commodities should investors avoid in 2022?
Shae Russell on a special commodities investing event coming soon:
https://subscribe1.southbankresearch.com/X981Y7IW
There’s one thing that never stops in our world. One activity that has been continuously underway since humankind stopped dragging its knuckles along the ground has been…
… building stuff.
That’s right: it’s not just death and taxes that are constants in life. Building stuff is also going on everywhere, all the time.
It might be building a building. It might be building new “green” technologies. It might even be building an economy, torn to shreds from irresponsible fiscal and monetary policy over two decades.
Either way, we are always building stuff.
That “stuff” requires a lot of inputs. It requires human input (labour). It requires capital inputs (money). It requires materials inputs (commodities).
It’s the insatiable and never-ending thirst for commodities that drives our world forward. In some cases, quite literally.
The cars we drive, r…
playlist_add
Jul 22, 2022
The Return of Bloody October?
Want to hear more from Nigel and the Fortune & Freedom team?
Visit https://subscribe.fortuneandfreedom.com/1803010/inv-yt
Back in 2018, I predicted a meltdown in the stock market over Italian elections. I called the prediction Bloody October. And the selloff which began in earnest at the end of September delivered the worst year for stocks since 2008.
Well, we may be in for another Bloody October over another round of Italian elections. Find out why in the video below.
It just so happens that Nigel Farage knows the cast of characters of this crisis personally…
playlist_add
Jul 20, 2022
Is ESG good after all? Will China rule the world? SupChina COO Bob Guterma | The Early Advantage episode 3
Was James too harsh on ESG in the last episode? Or does ESG investing need to change? James revisits his opinion from the last show, aided by green energy expert James Allen.
And will China grow to dominate the world economy? Does it matter? Our feature interview with SupChina COO Bob Guterma – who has lived in China for nine years – has answers.
Heard that underinvestment in refining capacity may be sowing the seeds for a commodity supercycle? You’ll appreciate that Brian Christopher is back with a Bloomberg screen – this time showing four refining stocks for his watchlist.
playlist_add
Jul 15, 2022
Why there will be a multi-decade commodity bull market | Interview with Rick Rule
For more expert financial analysis from the Exponential Investor team, go to: https://subscribe.exponentialinvestor.com/X983X827/3c-sb
Rick Rule has made a name for himself over the past four decades investing in junior resource companies when they are most despised.
He’s not interested in resources in the hype cycle, rather he looks for stocks that have great management and a great prospect. Even better when it’s a commodity generally unloved by the market.
In today’s Exponential Investor podcast, Rick and Shae talk about the energy crisis gripping Europe, why they believe multi decades of under investment will see a multi-decade commodity bull market and the four books every investor should read.
playlist_add
Jul 15, 2022
Billion-dollar fund manager reveals his “Money Map”
#Ad Capital is at risk.
Want to hear more from Nigel and the Fortune & Freedom team?
Visit https://subscribe.fortuneandfreedom.com/1803010/inv-yt
Inflation is roaring ahead of expectations. But that’s not the most important part of the latest inflation surprise…
Governments are collapsing across Europe. But it’s not European governments you should be worried about…
Perhaps Europe could rescue itself from its own energy crisis by reversing sanctions on Russia. But that wouldn’t resolve the true underlying problem…
The markets have crashed. But the crisis they’re pricing in is yet to kick off…
Charlie Morris is the best investor I know. And, in this video, he unravels the many mysteries of the markets right now, using his Money Map as a guide.
playlist_add
Jul 14, 2022
Is ESG just bunkum? Plus KraneShares portfolio manager Roger Mortimer |The Early Advantage episode 2
ESG has been hot – with assets under management up 25 times over the past five years – but lately, it’s come under fire.
Deutsche Bank’s in trouble for alleged greenwashing. Why? Tesla has been kicked out of S&P ESG index while Exxon Mobil remains. Why is this so? And is British American Tobacco really a top three UK ESG company?
We tackle these apparent contradictions – and interview Roger Mortimer (https://kraneshares.com/roger-mortimer/), KraneShares’ portfolio manager. Roger runs the KraneShares Global Carbon Transformation ETF(https://kraneshares.com/kghg/) which looks for companies making big improvements in their environmental impact rather than their absolute positions. It’s interesting!
And Brian Christopher is back with his trusty Bloomberg screen – for clean energy stock ideas this time.
playlist_add
Jul 11, 2022
Fortune and Freedom Name Change Update
We’re going to be bringing you more investing insights….
Fortune and Freedom is published by Southbank Investment Research.
And Southbank has other publications that - like Fortune and Freedom - are designed to help you make smarter investment decisions.
Thus, we’ve decided to combine all the insights from across our publications here in this one page.
So you’ll see this page’s name change from Fortune and Freedom to Southbank Investment Research.
But don’t worry, Fortune and Freedom content won’t be disrupted – you’ll still get everything as before.
It simply means we can also bring you the investment insights from our other publications too.
Enjoy the new ideas.
playlist_add
Jul 8, 2022
Serious investors go behind closed doors. Here’s why you should, too
For more expert financial analysis from the Exponential Investor team, go to: https://subscribe.exponentialinvestor.com/X983X827/3c-sb
This week, Sam Volkering and Shae Russell discuss the benefits and impact of real “boots-on-the-ground” research.
Over the last few weeks, they’ve both been to major industry events “IRL” (in real life) to speak with and hear from the people shaping our future.
Whether it be for commodities markets, FinTech, crypto or just investing in general, it pays to be at some of the conferences and events the world has to offer.
You get to have the conversations, “fireside” chats and insights that you’ll never have at a virtual conference.
You get to see, hear, and feel innovation first hand, as well as enjoy a real-world experience that no Zoom meeting will ever deliver.
This gives the investors in attendance an edge, and affords them a level of understanding that most people won’t ever have or bother to obtain.
To hear more about the le…
playlist_add
Jul 8, 2022
Why are shares down? Plus, Cambridge disinformation expert | The Early Advantage episode 1
Dropping shares explained by simple maths – that almost nobody is talking about.
Disinformation is the greatest threat to humanity according to guest Professor Alan Jagolinzer of Cambridge University.
How to diversify and James’ advice for buying the dip – plus, which shares survived Brian Christopher’s rigorous “wish list” screen this week?
All this and more in this week’s inaugural edition of The Early Advantage show!
playlist_add
Jul 8, 2022
Nigel Farage predicts Boris’s resignation 24 hours before it happened
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://subscribe.fortuneandfreedom.com/1803010/inv-yt
We recorded our weekly video just 24 hrs before the PM threw in the towel.
As you’ll see, we made our prediction on how Boris’ final moments in power would play out.
Watch now and see how right or wrong we were.
playlist_add
Jul 1, 2022
The sanctions will continue until morale improves
Want to hear more from Nigel and the Fortune & Freedom team?
Visit https://subscribe.fortuneandfreedom.com/1803010/inv-yt
Vladimir Putin invaded Ukraine. But he wasn’t the one to impose sanctions on Russian energy. So, who will get the blame for the West’s energy crisis in the end?
We’re not so sure it’ll be the Russians. Just as their economy doesn’t seem to be imploding… while the West’s economies are – thanks to an energy shortage.
Whose fault is all this? You’ll be surprised where Nigel Farage pins the blame…
playlist_add
Jul 1, 2022
Gold could hit $5,000 but it won’t be because of the ban
For more expert financial analysis from the Exponential Investor team, go to: https://subscribe.exponentialinvestor.com/X983X827/3c-sb
Early in the week our mates in the G7 countries “banned” buying Russian gold. In other words, Russia can mine its gold all it wants, but G7 members are forbidden from purchasing it.
This must be the most useless government ban, in the history of government bans. Given that there are a lot of governments around the world that choose not to follow NATO (or other widely recognised groupings of Western nations) in imposing sanctions, this symbolic gesture from the G7 is hollow.
Expect Russian gold to turn up in China, India and even the United Arab Emirates as these are major gold buyers. What I should have mentioned in the video, is that once gold is melted down and recast, it’s impossible to tell where it even originated.
Given gold’s portability (which is a reason why we like it) it’s not hard for Russian gold to leak into the G7 member cou…
playlist_add
Jun 17, 2022
The everything bubble has burst. So now what?
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://subscribe.fortuneandfreedom.com/1803010/inv-yt
They called it the everything bubble while it was inflating. Rarely do the mainstream media and consensus get it so right on the way up.
But where can you hide now that it has burst? If everything was caught up in the bubble, then everything now must crash…
And who will get the blame as the meltdown unfolds?
And how will central banks and governments respond now that they have to worry about financial stability and inflation at the same time?
Find out, from Nigel Farage…
playlist_add
Jun 17, 2022
3-step blueprint for investing in gold mining companies
For more expert financial analysis from the Exponential Investor team, go to: https://subscribe.exponentialinvestor.com/X983X827/3c-sb
I (Shae Russell) am flying solo this week, and today’s podcast comes to you from the Australian Gold Conference in Sydney.
Given that I’m at a gold function, it will come as no surprise to you that today I’m discussing all things concerning the precious metal.
I cover some of the most common questions I get about gold, such as, “Have I missed the boat?”, and “Is there a right and wrong time to buy?” (Not-so-subtle hint: never buy gold when it’s in the news!)
Plus, for those who are looking to invest in mining stocks, I go through the three key things you should look out for before taking the plunge: a great management team, companies that beat their own expectations, and another side of “ESG” (environment, social and governance) that’s rarely discussed.
playlist_add
Jun 10, 2022
World’s top finance CEOs explain who will survive a market crash
For more expert financial analysis from the Exponential Investor team, go to: https://subscribe.exponentialinvestor.com/X983X827/3c-sb
In today’s Exponential Investor…
What are the business leaders, founders and CEOs of the world saying about the economy and the markets?
Are they calling this the “new normal”? Are they petrified that we’re about to head into a decade-long depression? Are they talking about an energy, food, fuel crisis?
Or…
Are they looking at all the incredible development and innovation happening in banking and finance, hunting out opportunities to build the next great era of global finance?
Guess what? It’s not the first list of things.
In this week’s Exponential Investor podcast, I’m live in Amsterdam from the Money20/20 conference, getting the inside info from the founders and CEOs of companies such as Stripe, Visa, Blockchain.com, Kraken, Citi, Fireblocks, Ripple, Booking.com, ING, Nexo, HSBC, Zopa and more.
While it’s clear that there…
playlist_add
Jun 10, 2022
Nigel Farage is angry about Boris’s government
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://subscribe.fortuneandfreedom.com/1803010/inv-yt
====================
Nigel Farage is not very optimistic about the stockmarket or the government. In this weekly update, we dig into some of the reasons why.
It’s depressing stuff, but extremely important that investors be aware of the situation.
playlist_add
Jun 3, 2022
Should you buy the Queen’s gold coins and bullion?
For more expert financial analysis from the Exponential Investor team, go to: https://subscribe.exponentialinvestor.com/X983X827/3c-sb
It is the Queen’s Jubilee long weekend, which (according to The Royal Mint) means, “shared lunches, street parties and concerts.”
We’re not so sure about the whole “shared lunches” thing, but we are sure there will be plenty of celebration here in the UK.
It also means that due to there being a two-day bank holiday, the markets are closed.
That doesn’t mean you should stop thinking about your investments.
In fact, for many people this weekend is a good reminder that perhaps setting some money aside for some bullion coins or bars isn’t such a bad idea.
It’s something we’ve been looking at for a while and may very well action this weekend.
After all, if you pop on to the Royal Mint website, you’ll find everything from James Bond 1OZ gold bullion bars to special gold “proof” coins celebrating “Queen Lizzie’s” longest…
playlist_add
Jun 3, 2022
Chaos in the energy markets could just be the beginning
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://subscribe.fortuneandfreedom.com/1803010/inv-yt
The Green Machine has always had a mean side. Eco-warriors like to disrupt our lives to make their point. And, lately, they’ve co-opted the government to do their dirty work for them.
The results are all around us. The consequences of governments meddling with our energy to try and make us go green have caused chaos well beyond the usual traffic jams.
At least, that’s how I see it.
But I’ve invited someone with a very different point of view on to Fortune & Freedom. He thinks that governments and energy companies are trying to save the planet.
What unites us both is the belief that this movement could make you money, whether you agree or disagree, whether you think we’re saving the planet or just wreaking havoc on civilisation.
Either way, Kit Winder is right when he says that, “green tech is moving beyond the energy sector”.
This sends shivers…
playlist_add
May 31, 2022
Ex Wall Street banker says you want stocks that can survive a bear market
Want to hear more from Nigel and the Fortune & Freedom team?
Visit: https://subscribe.fortuneandfreedom.com/1803010/inv-yt
Today’s special guest wrote about a “bear market in trust” in January.
The start of this year saw the reflation trade (as pumping of money into economies by governments boosted share prices) give way to fears about 1970s-style inflation (resulting in lower prices for many shares and bonds).
John Butler, editor of The Fleet Street Letter Monthly Alert, recognised that it was time for investors to make a major shift in their portfolios – as the market turned on stocks whose theoretical values were based on “intangible” assets such as new technology.
Today, we discuss how prophetic those words were.
Markets have been heading south since then. As John points out, staying in cash when inflation is at 9% is an “expensive way to time the market”. The way to “hide and ride it” is actually look for companies that: have tangible assets (think metals…
playlist_add
May 27, 2022
Why Nigel Farage is no longer bullish on the British economy
Raging inflation… Rising rates… Surging energy prices… Plummeting stocks…
This could be the early stages of:
THE MOTHER OF ALL GOLD BOOMS
Join veteran gold trader Eoin Treacy and industry specialist Nickolai Hubble to hear about an idea for a simple gold play for 2022…
Join here: https://subscribe1.southbankresearch.com/2022346
In today’s Fortune & Freedom Week in Review:
If you had your time again, what would you have done differently in the 1970s?
I better rephrase that…
What investment decisions would you have made differently if you were faced with living through a rerun of the 70s?
The obvious answer, given what happened to stock markets and bonds, is investing in a lot of gold. Because the gold price surged during that tumultuous decade. A cool 2,300 %, depending on the dates and currency you use.
Of course, hindsight is a helpful thing when it comes to investment daydreams. But there may be something to the idea of reliving the 70s, and gold’s boom, rig…
playlist_add
May 27, 2022
Why investors need to be comfortable with uncomfortable truths
For more expert financial analysis from the Exponential Investor team, go to: https://subscribe.exponentialinvestor.com/X983X827/3c-sb
In this week’s Exponential Investor podcast, Sam Volkering and I (Shae Russell) sit down to discuss some uncomfortable truths.
Whether we like it or not, the market doesn’t care about our feelings.
Just because ESG (environmental, social and governance) is the latest investor buzzword, it doesn’t mean that all companies fall under that banner. And more importantly, simply whacking ESG on some corporate documents also risks glossing over some of the uglier truths about their business.
From here, Sam and I ask ourselves the tough questions on what this means for investors. In particular, we provide a reminder that as a shareholder, you have a right to vote in how a company operates, and you can tell them what is important to you as an investor.
playlist_add
May 20, 2022
Can you identify ‘recession proof’ stocks?
For more expert financial analysis from the Exponential Investor team, go to: https://subscribe.exponentialinvestor.com/X983X827/3c-sb
In this very eventful Exponential Investor podcast, I ask co-editor Sam Volkering to explain quantum computing.
No amount of the analogies I come up with to simplify it get it right, Sam gently points out.
Though he does go on to say “quantum computing isn’t ‘coming’, it’s here, just not in personal-computing form yet”. With a supercomputer in the home office some years away yet, he then runs through a few of the investing opportunities that have presented themselves as more of us work from home.
We discuss whether electronic retailers should be considered consumer staples now rather than discretionary stocks, compare who has the biggest monitor, then the smoke alarm goes off, but the show doesn’t stop.
playlist_add
May 20, 2022
What’s possible when you remove red tape from financial markets
Want to hear more from Nigel and the Fortune & Freedom team?
Visit: https://subscribe.fortuneandfreedom.com/1803010/inv-yt
Shae Russell asks Nigel Farage how a kid fresh out of high school scored a job in the open cry pit at the London Metals Exchange, how contract disputes used to be settled (hint, there was a lot less compliance paperwork) and the old-school method of settling contract disputes.
Also, we touch on gold’s sell-off, how Nick and Nigel have been warning about inflation for almost two years, and how chaotic markets don’t last.
playlist_add
May 17, 2022
Which money is best? Free Banking money!
Scottish pounds are much maligned in England. (And among mystified Australian customs officers, I can report.) But what if these funny looking scraps of paper, which claim to be equivalent to a Bank of England banknote, actually hold the secret to the best form of money of all?
I believe they do. That’s why I kept three different Scottish banks’ banknotes in my wallet for years, hoping to find someone who would listen to me about the secret they revealed.
And that secret could radically change how you view money, central banks and wealth.
Find out what Free Banking is, and why it’s best, in this video with George Selgin…
Check out the other videos in this series here:
Which money is best? Gold! With John Butler
https://www.youtube.com/watch?v=ENVEkTuS2NM
Which money is best? Tally Money! With Cameron Parry
https://www.youtube.com/watch?v=SGfroH61_4Q
Which money is best? CBDCs…? With John Butler
https://www.youtube.com/watch?v=zeZ218pzZeE
Which money is best? Crypto…
playlist_add
May 16, 2022
Which money is best? Silver! with Boaz Shoshan
They don’t call it a pound karat. It’s not the family gold you show off at dinner parties. The dollar is not called the doubloon. And the yuan isn’t called the Jīnzi.
Why? Because silver is the best form of money!
Find out why, and why silver was lost taken away, in my favourite episode so far. You won’t believe the rabbit holes we go down…
Check out the other videos in this series here:
Which money is best? Gold! With John Butler
https://www.youtube.com/watch?v=ENVEkTuS2NM
Which money is best? Tally Money! With Cameron Parry
https://www.youtube.com/watch?v=SGfroH61_4Q
Which money is best? CBDCs…? With John Butler
https://www.youtube.com/watch?v=zeZ218pzZeE
Which money is best? Cryptocurrency!
https://www.youtube.com/watch?v=Wgvxk2Ny8eo
Want to hear more from Fortune & Freedom?
Sign up to the FREE Fortune & Freedom daily email with Nigel Farage.
You’ll get the truth about your money – behind the headlines, jargon and spin.
Smart ideas about investing fro…
playlist_add
May 13, 2022
A strategy for investors hurt by recent market crashes
I (Shae Russell) kicked off today’s Exponential Investor podcast asking my co-editor Sam Volkering, are the current falling stock and crypto markets a “zoom out” or a “buy the dip” opportunity?
“The markets” said Sam with his index fingers. “Pfft”. It turns out, Sam isn’t a fan of simply referring to all asset sectors as just “the markets”. Rather, he points out, what really matters is looking for the individual opportunities within the markets.
Tech stocks, commodity stocks and cryptocurrencies have all seen sell-offs of various sizes. It’s not a case of buy the dip, Sam tells me, but rather look for excellent companies that are being unfairly knocked around by market sentiment.
Settle in and join Sam and I as we talk about what to look for when stocks get kicked around. (Bonus points if you spy the moment where Sam ran away to take delivery of nine extremely large chipboard panels...).
For more expert financial analysis from the Exponential Investor team…
playlist_add
May 13, 2022
How Nigel Farage’s investing service is navigating the market crash
You might think a moribund economy with 7% inflation is bad enough. But just wait till you see the Bank of England’s forecasts for what happens next! 10% inflation and a recession puts us squarely in the stagflation zone.
But don’t worry, the government is changing course. The Bank of England will save us…right?
Not according to stock markets, bonds and cryptocurrency prices. Everything is crashing.
Find out how bad this gets, and whether it’s already time to buy back in, from Nigel Farage…
Want to hear more from Nigel?
Sign up to the FREE Fortune & Freedom daily email with Nigel Farage.
You’ll get the truth about your money – behind the headlines, jargon and spin.
Smart ideas about investing from real experts Nigel trusts.
Daily intelligent insight, in plain English, about the threats to your money and how you could avoid them.
Free, uncensored, direct to you.
Click here to sign up now: https://subscribe.fortuneandfreedom.com/1803010/inv-yt
playlist_add
May 12, 2022
Which money is best? Cryptocurrency!
Whatever form of money might be best theoretically speaking, cryptocurrencies are the future and fiat is the past. That’s what Sam Volkering thinks. Here’s how he put it: “You need to get your head out of TradFi!”
TradFi, of course, means “traditional finance” or the “legacy financial system”.
Why does Sam think this way? Because the “legacy financial system” is its “own worst enemy”.
I couldn’t agree more with the latter. But what about the former? Are cryptocurrencies really the best form of money?
Want to hear more from Fortune & Freedom?
Sign up to the FREE Fortune & Freedom daily email with Nigel Farage.
You’ll get the truth about your money – behind the headlines, jargon and spin.
Smart ideas about investing from real experts Nigel trusts.
Daily intelligent insight, in plain English, about the threats to your money and how you could avoid them.
Free, uncensored, direct to you.
Click here to sign up now: https://subscribe.fortuneandfreedom.c…
playlist_add
May 11, 2022
Which money is best? CBDCs…?
Well, we couldn’t find anyone to advocate for the idea that central bank digital currencies are the best form of money… but our gold expert, John Butler, just happens to be an expert on CBDCs too. So I invited him to explain to us why CBDCs might be coming your way, whether you like it or not.
Want to hear more from Fortune & Freedom?
Sign up to the FREE Fortune & Freedom daily email with Nigel Farage.
You’ll get the truth about your money – behind the headlines, jargon and spin.
Smart ideas about investing from real experts Nigel trusts.
Daily intelligent insight, in plain English, about the threats to your money and how you could avoid them.
Free, uncensored, direct to you.
Click here to sign up now: https://subscribe.fortuneandfreedom.com/1803010/inv-yt
playlist_add
May 10, 2022
Which money is best? Tally Money!
Welcome to another Fortune & Freedom video which asks the question: which money is best? This week’s guest doesn’t just have an opinion. He’s actually created the answer! And it’s called Tally Money.
But we’re not talking about the tally sticks that Henry I issued as England’s legal tender nine centuries ago. We’re talking about gold in an easily useable as day-to-day money.
Find out more from Cameron Parry of Tally Money in this video…
Want to hear more from Fortune & Freedom?
Sign up to the FREE Fortune & Freedom daily email with Nigel Farage.
You’ll get the truth about your money – behind the headlines, jargon and spin.
Smart ideas about investing from real experts Nigel trusts.
Daily intelligent insight, in plain English, about the threats to your money and how you could avoid them.
Free, uncensored, direct to you.
Click here to sign up now: https://subscribe.fortuneandfreedom.com/1803010/inv-yt
playlist_add
May 9, 2022
Which money is best? Gold!
Welcome to a new Fortune & Freedom video series which asks the question: which money is best?
Over the coming days… weeks… months, or possibly even years, we’re going to be inviting guests to come and make the case for why their favourite form of money is the best form.
From seashells to silver, just about anything has been used as currency at some point. But not all forms of money are created equal, and very few have stood the test of time.
In this episode I’m joined by John Butler, and we will be looking into the form of money which I suspect many of you favour: gold.
Want to hear more from Fortune & Freedom?
Sign up to the FREE Fortune & Freedom daily email with Nigel Farage.
You’ll get the truth about your money – behind the headlines, jargon and spin.
Smart ideas about investing from real experts Nigel trusts.
Daily intelligent insight, in plain English, about the threats to your money and how you could avoid them.
Free, uncensored, direct to you.
Click here…
playlist_add
May 6, 2022
The three key events that will lead to stagflation
Which three key events will lead to global stagflation? That’s what I ask a special guest in today’s episode.
Earlier in the week, I attended an Australian mining conference where I asked keynote speaker Nick Frappell, ABC Refinery’s Global Head of Institutional Markets, to share his speech with us.
Today, this is basically me introducing you to one of my all-time gurus.
You see, Nick has been on the institutional side of the precious-metals markets for the better part of 30 years. Or, as he puts it: “I’m two bear markets and one bull market old” – a reference to gold’s bull market from 2002 to 2012 once in Nick’s three decades of trading gold, silver, platinum and palladium.
Nick doesn’t just understand what moves gold, he feels the flow of the metal.
Nick and I kick off our discussion with some technical analysis around crude prices, complete with some very bullish price targets. We also talk about how Russia’s prolonged invasion in Ukraine is putting extre…
playlist_add
May 6, 2022
Farage investigates: London’s moneymen are worried
This week, Nigel Farage spent some time with old friends in the City. And what he heard there is a bit of a worry. Those who actually decide how to allocate billions of pounds of their, our and everyone else’s money are becoming concerned about the direction of the political pendulum in the UK.
In short, it’s likely to begin to reverse, with yesterday’s council elections marking a turning point.
This would have grave implications for the pound and the prospects of Brexit Britain. Find out how from Nigel Farage…
Want to hear more from Nigel and the Fortune & Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
May 2, 2022
Money: The end of the Exponential Age is upon us
An interview with The Crash Course author Chris Martenson
Want to hear more from Fortune & Freedom?
Watch: THE TRUTH ABOUT CRYPTO
Nigel Farage joins one of the UK’s leading crypto expert Sam Volkering – who first bought bitcoin for $12 – to share a huge new prediction.
It’s free to view, but you won’t find it on GB News or any mainstream media outlet. The only way to join me is to register for your free viewing pass below.
https://subscribe.fortuneandfreedom.com/2002268/NMNR
playlist_add
Apr 29, 2022
Feeding your portfolio during food shortages
#ad Sign up to what Sam describes as his “most important interview ever”.
He shares the exact four moves you need to make to prepare for the alternative financial system: https://subscribe.fortuneandfreedom.com/2002965/NMNR
playlist_add
Apr 29, 2022
How high can interest rates go before the crash?
Want to hear more from Nigel?
Watch: THE TRUTH ABOUT CRYPTO
Nigel Farage joins one of the UK’s leading crypto expert Sam Volkering – who first bought bitcoin for $12 – to share a huge new prediction.
It’s free to view, but you won’t find it on GB News or any mainstream media outlet. The only way to join me is to register for your free viewing pass below.
https://subscribe.fortuneandfreedom.com/2002268/NMNR
For this week’s video with Nigel Farage…
It’s reverse limbo at the Bank of England. How high can interest rates go before disaster strikes?
And will the Old Lady of Threadneedle Street, as the BoE is known, march them up to the top of the hill only to march them down again?
Find out in this video, from Nigel Farage.
playlist_add
Apr 26, 2022
Are the foundations of the financial system crumbling?
#ad FREE SPECIAL BROADCAST: THE TRUTH ABOUT CRYPTO
Nigel Farage joins Britain’s leading crypto expert – who first bought bitcoin for $12 – to share a huge new prediction.
It’s free to view, but you won’t find it on GB News or any mainstream media outlet. The only way to join me is to register for your free viewing pass below.
Cryptocurrencies are high-risk and unregulated.
https://subscribe.fortuneandfreedom.com/2002966/NMNR
Government bonds have been used as the foundations of the financial system. They are priced into every financial asset. They are considered a “risk-free” investment. They are used to shore up the capital of banks and insurance companies. They impact mortgage rates and they form a traditional part of everyone’s portfolio.
You might’ve heard of the 60/40 portfolio? Well, the 40% refers to bonds. And they’re supposed to be the low-risk part of a portfolio you can rely on to offer low-risk low returns even when there’s a crisis.
And yet, th…
playlist_add
Apr 22, 2022
Farage reacts: Warren Buffett labelled a “sociopathic grandpa” by PayPal billionaire Peter Thiel
#ad FREE SPECIAL BROADCAST: THE TRUTH ABOUT CRYPTO
Nigel Farage joins Britain’s leading crypto expert – who first bought bitcoin for $12 – to share a huge new prediction.
It’s free to view, but you won’t find it on GB News or any mainstream media outlet. The only way to join me is to register your free viewing pass below.
https://subscribe.fortuneandfreedom.com/2002966/NMNR
What if legendary investor Warren Buffett is but a “sociopathic grandpa” and your “enemy number one”? What if the likes of Jamie Dimon, chief executive of JPMorgan Chase, and Larry Fink, head of BlackRock, are part of a “finance gerontocracy” which outlived its uses long ago?
So says the billionaire Peter Thiel, co-founder of PayPal. (So… he probably knows a thing or two about being a thorn in the side of established financial institutions.)
But what has Thiel so excited?
The prospect of something much, much, much bigger than PayPal. A revolutionary movement to usurp the legacy financi…
playlist_add
Apr 22, 2022
With new money, comes new rules
Sign up to what Sam describes as his “most important interview ever”.
He shares the exact four moves you need to make to prepare for the alternative financial system:
https://subscribe.fortuneandfreedom.com/2002965/NMNR
This video explores one of the most important subjects facing you today… the massive change in global finance and the explosion of the crypto economy.
There are big changes coming to everything you do in the world today. How you communicate and network, how you access and share data, and how you transact and function in a global economy.
What do these changes look like, what should you be thinking and doing when they come?
Also, crucially, how does the fast moving and innovative world of crypto fit into all this?
In today’s podcast I divulge what I consider to be some answers to those questions.
You may already be down that rabbit hole, or you may still be a crypto-sceptic. Whichever you are, it doesn’t matter: what’s coming is going to impact us all…
playlist_add
Apr 8, 2022
Property: why it’s a bad investment
Something’s gotta give.
Property prices are up. The cost of living is up. Inflation is up. Rates are heading up. Wages… actually wages are not heading up in line with all this.
So, ask yourself what the logical outcome to all this is.
Sure, you’ve seen property prices rise, and rise and rise.
You’ve seen properties worth £200,000 a few decades ago now tip over £2 million. But in another 30-odd years’ time do you really believe those £2 million properties will be worth £20 million (or more)?
Really?
Think about it hard.
That is because what you’ve known for the last 30 years is, in our opinion, emphatically not what you could, should or will expect in the next 30.
We all know the past is not a true indicator for the future. We learn from the past. We take lessons from events and patterns that have passed by.
But, deep down, we all know that what we’ve seen particularly in the last few years is not what we can expect moving forward.
The game has changed. The w…
playlist_add
Apr 8, 2022
Farage reacts: Germany is funding Putin’s war
The tide is turning on net zero, inflation and nuclear power. But what are the political and financial implications, if some of our firmest beliefs start to change?
Find out, from Nigel Farage…
Want to hear more from Nigel and the Fortune & Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Apr 1, 2022
Gold vs. Bitcoin: Why can’t we be friends?
In today’s Exponential Investor Podcast, Sam and Shae look at the confusing gold markets.
In times of turmoil and economic uncertainty gold is supposed to be the best hedge for investors…right? RIGHT?
Then why did the price pump higher and then fall right back. IT just doesn’t look like how a “crisis asset” is supposed to behave in an actual crisis.
What’s going on and what are we to make of these moves? Luckily our resident expert, Shae Russell has a pretty good idea about why. And she’ll let you in on a little secret about where the fast money is moving and what the slow money is doing…it’s not what you might think.
Also, is gold trading like a stock? Buy the rumour, sell the news? It appears that way. Which is funny because that’s also how it appears another “crisis asset” is trading now too, bitcoin.
And here’s the thing, both gold and bitcoin can and in our view, should exist as a portion of an investor’s portfolio.
But both gold and bitcoin inves…
playlist_add
Apr 1, 2022
Nigel Farage: the commodity supercycle has only just begun
Is the pandemic really over? Why are commodity prices surging and plunging every which way? Are house prices in another bubble?
Find out, from Nigel Farage…
Want to hear more from Nigel and the Fortune & Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Mar 31, 2022
A currency reset draws nearer than ever
We've recently spoken about the idea of a currency reset. What it is, why it matters and why investors need to understand the idea, even if currency resets only occur once in a generation.
Well, it’s time to take our analysis a little further. Because the war in Ukraine has dramatically raised the chances of a currency reset occurring.
But don’t take our word for it. John Butler literally wrote the book on currency resets. And much of what he wrote about is playing out right now in the news.
And so Nick Hubble decided to ask him about what’s behind those news stories. And what happens next…
Want to hear more from Nigel and the Fortune & Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Mar 28, 2022
Two short and two long-term commodity plays for investors
Today is a special edition of Exponential Investor.
We’ve got some exciting news and we thought the best way to explain it is by video!
In today’s Exponential Investor: Special Video, we welcome a new editor who’s going to be writing to you regularly and you’ll be hearing and seeing more of in our podcasts and investor briefings.
Shae Russell is an expert in commodities, mining and metals and she’s joining us at Exponential Investor and Southbank Investment Research as our go-to expert on everything to do with commodities, metals and mining.
I’ve known Shae for about nine years now. Back then we were Melbourne, Australia, where we both worked as investment writers and analysts with Fat Tail Media (then known as Port Phillip Publishing).
Shae is – hands down – one of the most brilliant investment analysts and writers that I’ve ever seen when it comes to the commodities, metals and mining markets.
Her depth of knowledge, access to industry contacts and understandi…
playlist_add
Mar 25, 2022
Nigel Farage reacts to Rishi Sunak’s “Spring Statement”
Inflation rose again in February. And that was even before the effect of Russia’s invasion of Ukraine.
Meanwhile, Rishi Sunak gave his “Spring Statement” this week, which is really a mini-budget. There were a few things to modestly alleviate the cost of living crisis. But it was thin gruel.
In particular, there was very little to help small businesses.
And the war in Ukraine rumbles on.
See Nigel's take on all this in this week’s video.
Want to hear more from Nigel and the Fortune & Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Mar 18, 2022
Chinese stocks: Opportunity or Crisis?
Take a look at the market…
It’s not pretty.
The stock market is floundering. The crypto market is floundering.
Now cast your eye over the stock market in China…
It has taken a beating the likes we’ve only seen previously in 2008/09 and more recently in March 2020 in the early stages of the pandemic.
Some stocks that were the darlings of the market, Alibaba, JD.com, Baidu are trading upwards of 50% off their recent highs.
Is China a happy hunting ground now? You can bet your bottom dollar if you’ve got any kind of emerging markets fund or ETF you’ll have a big Chinese exposure. So do you load up for the long Chinese run back to power, or will there be some more pain before gain?
And if China is on the comeback trail what does that means in the broader geopolitical landscape?
Having seen Russia recently cut out of the global financial system, they’ve turned to their Chinese buddies for a bit of salvation, and there’s talk of oil getting paid for in Yuan.
So what?…
playlist_add
Mar 18, 2022
Boris tries to sweet talk Saudi sheikhs for a lick of their black gold.
Boris Johnson has been trying to sweet talk the Saudis into increasing the oil supply, to bring prices down. It doesn't look like he had much success. Inflationary pressures are still in place, and the government is about to increase the tax burden (even further) on workers and businesses.
In such an environment, a lot of businesses could struggle, including pubs that were already battered by the pandemic lockdowns.
One good piece of news is that unemployment is almost down to pre-pandemic levels. But will wages rise enough to combat the rising cost of living and new taxes?
Find out what Nigel Farage makes of this week’s news, and the news coming in a few months’ time, in this video…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Mar 11, 2022
The $160 trillion mega-trend no one is watching
Get your free ticket to the Climate Tech Fortunes Summit here: https://subscribe.exponentialinvestor.com/1975474/NWI
When it comes to the markets right now, it’s fair to say that things are wild!
Nickel hit a record $100,000/tonne, with the chart going vertical, trading like some cryptos do.
I didn’t think I’d be comparing the commodities market to crypto this year, that’s for sure.
Yet, here we are, at a time that the costs of critical metals are skyrocketing. Yet these are also supposed to be the metals that will help us usher in a new energy revolution that will make our energy cleaner, greener and ultimately cheaper.
The question on our lips and many others in the UK is, when?
When will things get better and cheaper?
If this is supposed to be deflationary for prices, why are prices tripling when we whip out the energy bill?
Is this just another example of something that will benefit us in another ten years’ time? And if so, what do we do now about it? Can we do an…
playlist_add
Mar 11, 2022
The battle for energy security has begun
Energy and food prices are rocketing, the West is starting to cut off Russian energy exports, Saudi Arabia is reluctant to increase the oil supply, and the UK government seems confused between the costs of essential commodities and the security of their supply.
Meanwhile, gold is providing an investment safe haven during the chaos.
Find out what Nigel Farage makes of this week’s news, and the news coming in a few months’ time, in this video…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Mar 4, 2022
Crypto Conflab: what does the war in Ukraine mean for bitcoin?
Russia’s invasion of Ukraine has put a big dent in stock portfolios across the world.
Meanwhile, (and at time of writing), bitcoin has risen 14% over the seven days.
Some pundits believe this could be the start of a decoupling…
That cryptocurrency could offer an escape for investors from the traditional financial system – which is taking a big hit right now.
Rumours are even circulating that the oligarchs are funnelling their money into bitcoin to avoid sanctions.
There’s certainly a lot to talk about when it comes to crypto right now.
So, today, Nigel sits down with our in-house cryptocurrency expert Sam Volkering, who has invested in the market for over a decade.
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Mar 4, 2022
What’s the greatest trade of the 20s?
Get your free ticket to the Climate Tech Fortunes Summit here:
https://subscribe1.southbankresearch.com/1969710
There’s no escaping the most impactful events of today are focused squarely on the Ukraine. It’s such a world-impacting event that it’s throwing all markets into turmoil.
The oil market has gone bonkers.
The gas market has gone bonkers.
The stock market, crypto market, all markets, all going bonkers.
Wheat, rapeseed oil, copper, silver, gold, all of it, volatile and full of opportunity. If you’re fast enough you can get ahead of some of these massive moves in commodities and resources.
But these are all short-term trades that will swing on the events of a war.
Trade that market at your own peril!
What is very clear though is some key outcomes that forever will change the direction of this decade.
In our view it comes down to three big outcomes…
Energy independence: countries in Europe know that pinning your energy hopes to an authoritarian regime like Put…
playlist_add
Mar 1, 2022
War and investing explained by military officer turned global fund-manager
When you’re faced with a crisis, it pays to ask advice from those who have faced such a crisis before. Or several of them…
And so, when Russia invades Ukraine, triggering a crash in stockmarkets, that means asking Charlie Morris of The Fleet Street Letter Wealth Builder for his take on what’s going on and what to do about it.
Why? After a stint in the military, Charlie eventually went on to lead the $3 billion HSBC Absolute Return Fund, managing client’s money through a long list of crashes (and booms).
Find out what the most experienced investor I know makes of the Ukraine crisis in this video…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Feb 25, 2022
How will war in Ukraine impact your stocks, your life and your country?
Rob Marstrand of UK Independent Wealth warned readers about Ukraine, twice. Once in December and once in January.
Now, in February…well, check the news…
The question is, what does Rob think will happen next? How will Russia’s invasion impact your stocks, your life and your country?
Well, given his track record, I asked him…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Feb 25, 2022
Why investing in “Climate Tech” could be the smartest move in history
Exponential Investor editor Sam Volkering had quite the shock this week…
His gas bill has gone up three-fold!
So, what is, going, on?
Why is Sam’s (and likely your) gas bills three-times higher?
Why haven’t the record-breaking winds from Storm A, B, C, D, E and F this year made our energy prices drop?
Where is this promise of clean, cheap…free energy? And if it’s not coming tomorrow, then when is it going to arrive?
How do you as someone who pays the bills to keep your household running afford these massive jumps, while also trying to build wealth?
Or is the trick to build wealth to offset these massive jumps?
Answers are needed.
And answers we will find, for that is why we are here, and why we have energy experts at Southbank Research like Kit Winder.
In today’s Exponential Investor podcast, Kit Winder and Sam Volkering try to figure out why is gas skyrocketing and when is it actually going to get cheaper for you.
Or alternatively, how can you find a way to make…
playlist_add
Feb 18, 2022
Nigel Farage reflects on 18 months of Fortune and Freedom
Nick Hubble and Nigel Farage take a look at the last 18 months since launching Fortune and Freedom.
Why they started it.
What they got right.
What they got wrong.
And maybe most importantly, where are they going from here…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Feb 18, 2022
Mining penny-stocks – how do you pick them?
Ah, the 1990s: grunge music, NBA basketball golden days, “Hammer-pants”, the rise of the Spice Girls and, of course, General Motors’ futuristic, all-electric EV1.
Actually, in the 1990s the abundance of electric-powered devices, transportation… anything was limited to the stuff you’d plug into the wall. Kettles, toasters and microwaves in and near the kitchen, hairdryers near the bathroom…
The idea of long-range, high-capacity lithium-ion battery tech was pretty cutting edge, and expensive. Granted our Sharp MD-MS722 MiniDisc player had a rechargeable lithium-ion battery in it, but that was the latest thing fresh out of Japan.
However, battery tech back then was still a long way from where we are today.
For example, if you wanted to power a house for a day in the 1990s using lithium-ion battery tech, you’d have needed to be filthy rich.
It would have cost around $75,000 for a battery that would weigh about 113kg and be about the size of a beer keg.
Today, it would c…
playlist_add
Feb 17, 2022
What would Nigel Farage do to truly capitalise on Brexit? | Question Time with Nigel Farage Episode 3
Nigel Farage answers questions from Fortune and Freedom readers:
It seems like governments and central banks are trying to bend the economy to their will with their policies. But is there a breaking point coming?
– Paul
What do you think about the move to electric vehicles with all the issues surrounding batteries? Like fires and the expense of recycling.
– Valerie
During lockdowns we saw the gold price drop and then rally back up and sometimes go higher. Do you think that will continue to happen?
– James
If the Bank of England raises interest rates, won’t that hurt those with mortgages more than rising inflation?
– JG
If the Ukraine joined NATO, and allowed NATO members to station troops there. Isn’t that the same thing as the Cuban missile crisis, but with roles reversed?
– Anonymous
What would you do to truly capitalise on Brexit? It feels like Boris is wasting the opportunity.
– Anonymous
Want to hear more from Nigel and the Fortune & Freedom team?
Vi…
playlist_add
Feb 11, 2022
Record withdrawal could spark another European debt crisis
Eurozone bond yields are spiking over fears of the European Central Bank (ECB) will withdraw stimulus. Are we in for another European Sovereign Debt Crisis?
The latest Brexit data is out and the trade deficit with the EU has worsened improved!?
Meanwhile the UK government plans to solve our energy crisis by generating more energy making you pay more and consume less!?
Find out what’s going on from Nigel Farage in this video…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Feb 11, 2022
What’s more important, stock selection or asset allocation?
“Have you ever invested in bonds?”
Does anyone you know invest in bonds?
Or is it more that you’ve got “bonds” but through a fund? Or perhaps you don’t think you’re invested in bonds, but you actually are thanks to how the funds you are invested in operate?
Lots of questions today and that’s because we’re turning the spotlight back on you to a certain degree.
And we also explore, if it’s better to be a stock picker or to pick the right industry, theme, asset class.
All these kinds of investments, asset classes, stock picking vs. value investing, it’s a lot to absorb. For many the simplicity of a fund or ETF is much easier to know and manage.
That’s fine, but you must ask how much do you really know about your fund? Where they invest, what they invest in. Are they carrying more debt than meets the eye, are they involved in structured and complex products that is a feedback loop to scratch the back of the funds management industry?
Funds management can be a…
playlist_add
Feb 4, 2022
There are more options than “buy the dip”
We dive into the topsy-turvey world of central bank monetary policy and the wildly volatile stock market.
Firstly, we ask the question where are rates really heading?
Some suggest up, and only up. But really how high can central banks actually move the needle without really crashing the market (further) or destroying people’s equity in their homes?
Also while the central bank might say one thing, what does the actual banking sector really think?
Lloyds Bank just came out with a 10-year, 1.66% fixed rate mortgage. Wowza! That’s cheap money for a long time.
But why is the bank happy to lock down a rate so low for such a long time? What is this saying about that bank’s attitude to the rate environment? Or is this really a ploy to try and gather up new business in a highly competitive and difficult market for the banks on the UK’s High Streets.
If this is a sign that in reality nothing much is going to change over the next five or 10 or 20 years, then what does that say about…
playlist_add
Feb 4, 2022
Are we going to see another tech wreck?
What does the UK’s cheapest ever mortgage tell us about the housing market?
Is Nigel Farage surprised about the tech stock selloff?
Is no stock safe from woke warriors?
Find out in this video.
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Jan 28, 2022
Nigel reacts to the ‘partygate’ scandal
This week we drop in with Nigel Farage once again to discuss the recent turbulence in the stock markets, the surprising statistic about UK vs US tech companies, and of course, the ‘partygate’ scandal…
What does the whole affair say about the Covid restrictions and lockdowns imposed by the government? Especially given that the Prime Minister was not playing by the rules he set for everyone else…
Find out what Nigel makes of it all in this week's edition...
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Jan 21, 2022
Nigel reacts to the UK’s highest inflation rate in 30 years
Biden takes on Putin, the Financial Conduct Authority consults on marketing restrictions for cryptocurrency, and inflation takes out the Germans, again.
Find out what Nigel Farage makes of this week’s news, and the news coming in a few months’ time, in this video…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Jan 21, 2022
You’re being financially repressed, you just don’t know it.
Financial repression.
How do you fight it? How do you beat it? What can you do as an investor when the strong arm of the government wants to appropriate your life savings?
You could accept things just are as they are.
You could try and invest your way past excessive taxes and restrictions.
Or you could just buy a yacht, sail off into international waters and conduct business as you see fit.
Ok, maybe that’s excessive, but is changing domicile and tax residency if you’re in your retirement years such a bad idea?
After all, if you think the government is heavy handed now, imagine what could be around the corner if they get really desperate.
If you think things will stay the same as they are, you’ll be in for a rude awakening.
Having seen first-hand around the world how governments always tinker and change and try to squeeze investors and their retirement savings, we know that what’s happening and what’s coming is to be expected.
In today’s Exponential Investor podcas…
playlist_add
Jan 14, 2022
Three critical steps to consider when buying stocks in 2022
The market has bounced!
Hooray, we’re all saved!
Or… is it just a distraction from an ongoing gutting of the markets? Besides, why has the market bounced?
Isn’t a change in the mood of the US Federal Reserve (aka the Fed – that country’s central bank) supposed to decimate the growth market and make everyone sell up and move into value stocks?
As you know, growth stocks are those whose businesses are likely to expand sales and earnings very quickly over the coming years. Many are, in some way, tech related.
By contrast, value stocks tend to be long-established businesses that appear cheap in terms of a widely used yardstick such as the price/earnings (PE) ratio: often these companies pay a fairly substantial dividend.
When inflation in the United States has come in at 7% for December (year on year) it’s clear that there’s an inflation issue. We’ve been warning of this for at least a year now. The UK is sure to follow suit as well.
How do you combat the rise in cos…
playlist_add
Jan 14, 2022
Mainstream media is turning on its masters
Well, we didn’t expect this…
The world’s mainstream media has turned on its masters before the population did.
Journalists are now openly questioning, investigating and reporting on what were considered conspiracy theories, falsities and impossibilities.
And it’s not just on the pandemic, either.
Inflation is overtaking COVID-19 as the biggest economic issue of our day. And the government is getting the blame.
Find out what Nigel Farage makes of all this, in this video…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Jan 7, 2022
The true source of Russian collusion
2022 has begun with record Covid cases, a testing debacle and Brexit shenanigans. Some things never change…
However, the UK’s ability to deal with our challenges has changed. We are now sovereign. The question is, what’ll we do with that sovereignty? And what’ll it mean for our financial lives?
Find out what Nigel Farage is worried about, in this podcast…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Jan 7, 2022
How to avoid catching knives when ‘buying the dip’ in 2022
We’re back for 2022… although it might feel like we’re still in 2021, or even 2020!
If the market is anything to go by, well, it’s hard to tell which of those years we’re actually still in.
But while the markets might continue to behave in wild and unpredictable ways, that doesn’t mean an investor can’t make money out there.
If holding cash or risky growth stocks isn’t the answer – in fact, if there isn’t a single, easy solution at all – then what is an investor to do?
Well, in 2022 we hope to guide you through this conundrum, and share ideas and opportunities that you may not have considered before. Perhaps some tried and tested strategies to have fallen out of favour with investors in recent times may even see a revival.
One thing that might be a bit too much in terms of self-control is alternative investments like wine or whisky… Simply put, if you have a habit of drinking those “alternatives investments” then it may be best to steer clear.
And with…
playlist_add
Jan 3, 2022
Nigel Farage’s 2022 Prediction
In Part 2 of our video with Nigel Farage, I ask him, “What’s the most important thing that’ll happen in 2022?”
And, of course, why.
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Dec 31, 2021
What can investors can learn from 2021?
It’s New Year’s Eve…
And we’re looking back at 2021 – which was another weird year.
If 2020 had been bizarre, so too was 2021. The unvanquished and frequently mutating Covid-19 virus continued to dominate headlines and – at times – financial markets as well.
But there were also other sources of weirdness.
Remember GameStop and AMC and the WallStreetBets short-squeeze phenomenon?
Meme stocks were all the rage early in 2021, as major market indices soared to new heights.
Of course, the second half of the year would prove to be very different – not least because it had become clear that the ascent of the aforementioned indices had been driven by a rather small group of very large, and technology-related, stocks.
Meanwhile, for people in the crypto world, 2021 was a year of two halves as well. Or, maybe, it was a year of two humps?
Either way, there are some important takeaways – takeaways that are very worthy of discussion – from the meme stock trading phenomen…
playlist_add
Dec 31, 2021
The best of Nigel Farage in 2021, part 2
Happy New Year from all of us at Fortune & Freedom.
As we look back at the year gone by, the most striking thing for Nick has been how similar 2021 was to 2020.
Let us know in the comments if you agree, as you watch part 2 of our “Best of Nigel Farage in 2021” compilation…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Dec 30, 2021
The most important event of 2021, according to Nigel Farage
When we look back and remember 2021, what’ll be seen as the defining event that changed everything, and explains what happened next?
The introduction of vaccine mandates?
The default of China’s Evergrande?
The government’s Christmas party scandal?
Find out which 2021 event Nigel Farage sees as the pebble that changed the course of the river of history, in this video…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Dec 24, 2021
What Stocks Would “Santa” Give His Kids This Year?
If you can’t wear a great Christmas jumper at Christmas… then when can you? Or perhaps, what’s wrong with you?
Sadly 50% of our editors love a bit of the Christmas spirit… 50% of them have a whiff of the Scrooges about them.
Nonetheless, ‘tis the season for giving. And giving is what we shall do…
In particular, we’ll be giving you some ideas around what we consider to be some of the “Santa trades” you might want to think about in this festive period.
If you’re going to spend all this money at the shops, then perhaps you should think about how some of it might flow back into your portfolio? Do you buy what you know? Or buy what you buy?
Also, when you flick on the TV and see things that are confusing and make no sense… what do you do?
You might think we’re talking about something topical there… and we are, but it’s probably not what you might be thinking of.
Today’s Exponential Investor Podcast is festive, it’s fun, it’s full of fantastic ways to…
playlist_add
Dec 24, 2021
The best of Nigel Farage in 2021
A very merry Christmas from everyone at Fortune & Freedom.
If it has been a tough year for you, I hope the video below will add some cheer.
That’s what Nigel Farage did for me back when the 2008 financial crisis, and the European sovereign debt crisis which followed it, were raging.
His ability to stand up, tell it like it is to those who don’t want to hear it, get at the heart of the matter, and do it all in a rather entertaining way made the whole thing a little more bearable. Unless you were serving in the European Commission at the time...
If you’ve enjoyed your year of rather wild and wacky news, and our coverage of it each week, I think you’ll enjoy this highlights reel…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Dec 17, 2021
Will you join Nigel in the coming cryptocurrency revolution?
Do you remember when everyone was talking about the cryptocurrency bitcoin? What if that was barely the beginning of cryptocurrencies going mainstream?
Years ago, Nick Hubble was stuck in the Nullarbor desert in Australia. The mobile phone network had cut out, and all digital transactions with it. We couldn’t buy fuel because we didn’t have enough cash and were pondering our next move.
That’s when I heard a trucker, who was stuck with us, mention the word “bitcoin” and I realised just how far the cryptocurrency had come.
Next up was Ethereum – the first thing Nigel Farage and I ever talked about in person. Certainly not the topic of conversation I was expecting, either.
In this video, Nigel and I investigate three altcoins that could trigger the next big cryptocurrency revolution, with the help of a certain friend whom you might know already…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Dec 17, 2021
What the Bank of England didn’t say
If you built horse-drawn carts in the early 1900s there’s no way that you would have been thrilled with the invention of the automobile.
If you were the Post Office, there’s no way you would have been thrilled when email came along.
If you’re the Bank of England… there’s no way that you would be thrilled about the rise of cryptocurrency.
It makes perfect sense that the UK’s central bank should be fearful and worried about something that could be hugely disruptive to its activities – if not quite an existential threat to its very existence.
Therefore, any “warning” from a senior official at the Bank of England that an investment in bitcoin could become “worthless” is something that should be expected – indeed, something that is par for the course in financial markets.
What the Bank of England’s deputy governor for financial stability Sir Jon Cunliffe neglected to mention in his recent interview was that also, in theory, any investment could become worthles…
playlist_add
Dec 10, 2021
Nigel Farage considers marching against Boris Johnson.
It’s been an outrageous week in politics.
Boris Johnson’s crisis has almost managed to overshadow events in financial markets, which have seen Evergrande finally default on its debt.
Not to mention the latest COVID variant, Omicron, which has gone global.
Find out which contagion Nigel Farage is worried out, in this video…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Dec 10, 2021
Crypto – safe haven or correlated asset?
Kit and Boaz wondered whether markets were set up for a “Santa Rally” this year: that is to say, for a phenomenon where markets rally into year end, as the festive mood lifts spirits.
It’s almost a self-fulfilling prophecy … but not a certainty.
They also discuss what the big losses in tech stocks means, and whether crypto can detach itself from the speculative aura which currently envelops it.
As always with Boaz, it’s a great conversation with plenty of great insights.
We hope you enjoy it...
For more great content from Exponential Investor go to: https://www.exponentialinvestor.com/
playlist_add
Dec 3, 2021
What if Brexit is only the beginning for Britain?
If you thought Nigel Farage is bullish about post-Brexit Britain, meet David Murrin.
This global forecaster of geopolitics and financial markets takes us through why, and how, he believes the UK is about to boom.
And let me tell you, a lot of it will come as a surprise to the rest of the world, let alone this country.
Find out why Brexit was “truly the greatest escape”, how dangerous China and Russia really could be, which empires are in decline, and which industrial empires could be about to strike, in this video with Nigel Farage and David Murrin…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Dec 3, 2021
Is Omicron good or bad for your portfolio?
In today’s Exponential Investor Podcast we look at how the market is reacting to the emergence of another Covid-19 variant.
What does the Omicron variant mean for the “lockdown” stocks – the Pelotons, Zooms, and Robinhoods of the world – that soared in 2020, but have fallen from grace in 2021?
Has the tech bubble burst (again)? Or could we instead be watching the bubble deflate?
Do you buy, hold, or sell?
In today’s podcast we also discuss the metaverse: is the idea of being contained and immersed in a virtual reality more appealing than physical human contact?
We don’t think so. But are our desires to interact in person shared by the general population?
Maybe we’re the outliers. Maybe most people would rather live a lazy existence inside the metaverse.
Today’s episode might just rub you the wrong way. But it certainly contains valuable insights that you can inform your investment strategy.
For more great content from Exponential Investor go to: https://www.ex…
playlist_add
Nov 26, 2021
Pot Stocks Are Back With Ze-Twist
Things in Germany are about to change, quite dramatically.
A new government has come together, made up of three parties to form a coalition.
The Social Democrats, Greens and Liberals all came together agreed to form a government and put Olaf Scholz in charge.
That means it’s bye bye Angel Merkel and hello Olaf Scholz.
What a time to take the reins!
Well regardless of Germany’s soaring inflation, or social unease at the thought of prices screaming higher for a lot longer than the ECB might think, there’s something else, something quite progressive that’s (likely) coming to Germany.
At first when you hear what this is, you can’t quite believe that it’s happening in Germany of all places.
But, as the epicentre of this industry in Europe, it actually makes perfect sense when you look deeper into this industry.
You see this new German coalition is dead-keen on legalising the recreational use of cannabis in Germany.
Germany currently has rules and regulations in place fo…
playlist_add
Nov 26, 2021
9 economic problems masked as “solutions”.
For every problem we face, there’s a government policy. But what if none of them solve the problem? What if they only get worse when governments intervene?
The world is faced with a very long list of crises right now. Crises of all sorts and sizes. And a government policy is increasingly obviously behind each of them.
The question is, when will people lose faith altogether? When will people stop asking governments to fix things and realise they’ll only get worse if the government gets involved?
Find out the answer, from Nigel Farage himself, and from the 70s too…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Nov 25, 2021
Can central bankers hold governments to ransom?
Governments are now so overindebted that they rely on their central banks to finance them.
But who is in charge of that relationship?
On the one hand, central banks have lost all their independence and are mere extensions of government treasuries. They are forced to extend financing to government, or risk triggering a sovereign debt crisis…
On the other hand, central banks could demand whatever they want from governments in exchange for access to their magic money tree…
In this video, John Butler and Nick Hubble tackle who is the master and who is the servant…
Want to hear more from the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Nov 19, 2021
Nigel Farage’s Confession Session
Her Majesty’s government is looking wobbly. But just wait till you hear what’s going on behind the scenes. It’s enough to make Nigel Farage feel like a Catholic priest…
And what does Gibraltar’s cancelled Christmas signal for the rest of the world?
Find out, from Nigel Farage himself…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Nov 19, 2021
Are you making this ‘story mistake’ when you pick your stocks?
What are we to make of the COP26 meeting?
You’ll have heard 1,001 different takes on it all (including a few from us here at Southbank Investment Research) but what does it all really mean?
Who better to ask that our resident green energy expert, Kit Winder.
Also while COP26 might steal the headlines, what is its importance for the financial markets? With green stocks still surging forward, how do you find opportunities and avoid pitfalls?
For example, take a look at Lucid or Rivian. These are electric vehicle (EV) companies (indeed, “the next Teslas”, according to some). How do you explain their meteoric moves considering they don’t really do much?
Put another way, how do you balance fundamental analysis versus the exciting – and blue sky filled – narrative. How much value is there in the story?
We dive into all this and more in today’s episode of the Exponential Investor podcast.
For more great content from Exponential Investor go to: https://www.exponentialinves…
playlist_add
Nov 12, 2021
Will Nigel Farage accept the BoE’s apology?
Inflation, bitcoin and gold are all on a roll.
And all for the same reason, according to Nigel Farage…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Nov 5, 2021
Nigel Farage explains the EU’s potentially illegal activity.
While bond markets around the world wobble, the very foundations of the EU do too. And those foundations might not be on very legal ground.
Find out why in this Week in Review with Nigel Farage…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Nov 5, 2021
The Dirty Energy Blowout
With COP 26 going on in Glasgow, energy investing analyst Kit Winder talks with precious metals expert Nick Hubble about how a shift in government sentiment could lead to a huge opportunity in Uranium.
And why it doesn’t matter what you think about the energy transition, government involvement will likely generate investable opportunities for you either way.
Nick and Kit give their razor-sharp insights, and the two battle over the future of the global energy system.
It’s a belter, enjoy.
For more great content from Exponential Investor go to: https://www.exponentialinvestor.com/
playlist_add
Nov 2, 2021
Nigel Farage’s 2021 Budget Response
Chancellor Rishi Sunak finished his budget speech with wise words:
“Do we want to live in a country where the response to everything is ‘What is the government going to do about it?’ Or do we recognize that government should have limits?”
The answer, given the budget he actually delivered, is that we’re well on the road to serfdom.
Find out why in Nigel Farage’s budget response…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Oct 29, 2021
How you could save, make and manage your money like a Money Magpie
Nick Hubble interviews Nigel Farage's friend Jasmine Birtles from Money Magpie in this Fortune and Freedom episode.
Jasmine’s work fills in the gaps with specific advice on all sorts of financial questions which are much more personal than we can cover in Fortune & Freedom.
Ways to save money, make more of it, and of course, our own haunt, how to manage it.
The other twist is that, unlike Nick, Jasmine is a comedian and therefore actually funny…
To find out more about Money Magpie, check out www.moneymagpie.com.
Whether you want to save money, manage money or make money, and whether you’re a parent, student, unemployed, over 50, or professional, you can sign up to Jasmine’s newsletter here:
https://www.moneymagpie.com/the-moneymagpie-newsletters-what-would-you-like-to-receive-from-us
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Oct 29, 2021
How grand are China’s ambitions in the coming decades?
Boaz Shoshan and Kit Winder discuss the shifting winds on western foreign policy towards China, which has grown more antagonistic in recent years.
Boaz has always been an insightful thinker on this topic, and needed no preparation as he outlined why he felt the world was right to be taking a tougher stance, and offering some resistance to the growing menace of Chinese intentions.
Investors would be wise to heed Boaz’s warnings, as it paves the way for the great rivalry of the coming decades, and will surely shape the future trajectory of financial markets too.
We also cover the current problems in their property market, and wonder whether it’s as serious a problem as the US housing bubble was back in 2007...
For more great content from Exponential Investor go to: https://www.exponentialinvestor.com/
playlist_add
Oct 22, 2021
Is the UK government strangling both freedoms and the free-market?
Whether it’s cryptocurrencies, vaccines, lockdowns, or copper, governments are strangling both freedoms and the free market with their interventions. And the results are plain to see.
Indeed, cryptocurrencies are booming, the copper market is in a bizarre mess, supply chains are creaking or outright snapping, and COVID is back with a vengeance vaccine.
Find out why Nigel Farage believes these are not unrelated trends, in this video.
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Oct 22, 2021
Bitcoin surge – is it still “cheap” at $66k?
Should you buy Bitcoin at its all-time high?
Currently, bitcoin has once again surged past its previous all-time highs when converted into old fashioned “fiat” money (like USD or GBP).
Topping out at $66,930, the best-known crypto is once again surging in price.
As you know, we have we been staunch bulls on bitcoin for a very long time. That includes when it was “crashing” for the thousandth time and the mainstream was saying that “it’ll go to zero” and “it’s all over”.
In the middle of this year, our recommendation on bitcoin was to “buy the dip” – and we have been vindicated.
But the dip is over.
It is likely that there will be more dips in the future.
However, those dips will almost certainly come from higher highs than we are seeing now.
So, do you stop stacking those sats?
Or, do you buy the dips and then buy the all-time highs as well?
If you had only bought at all previous all-time highs, you’d still be in a profitable position.
But, at $66…
playlist_add
Oct 15, 2021
Bitcoin is 'worthless' - JPMorgan CEO Jamie Dimon.
JPMorgan CEO Jamie Dimon says bitcoin is 'worthless’.
But should we even be listening?
There’s no denying Jamie Dimon is an expert in big institutional banking and has been successful at the helm of JPMorgan.
But does being an expert in the old banking system automatically make you an expert in the new money world?
Plus, his dislike of Bitcoin – which threatens the very system he’s made all his money in - just feels too convenient.
Like how some big oil executives conveniently think renewables and climate change are a ‘scam’…
Sam Volkering brought Bitcoin at just $12 and his book crypto revolution has been read by more than 40,000 investors.
Listen in to today’s podcast and hear what Sam thinks of Jamie Dimon’s views on Bitcoin.
For more great content from Exponential Investor go to: https://www.exponentialinvestor.com/
playlist_add
Oct 15, 2021
Will the Bank of England really raise interest rates?
Nigel Farage gives his take on the government’s ability to raise interest rates to battle inflation.
The old spectre of higher interest rates is back in the news. Not despite the energy crisis, but because of it.
But, it’s not that simple…
Will the Bank of England really pull the trigger?
How far can the Bank of England raise interest rates?
What’ll happen if the Bank of England does raise interest rates?
What happened to financial repression – the policy of letting inflation run riot to reduce the government’s debt burden?
And, most importantly, will interest rates be able to rise high enough to rein in inflation without causing a debt crisis first?
Find out what Nigel Farage expects, in this video…
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Oct 8, 2021
What the Facebook scandal shows us about free markets Vs government intervention.
Facebook, are they profits before people, or people before profits?
Or maybe it’s all over for the social media giant now anyway…
Actually, we really should refer to Facebook as the advertising giant, with several social media platforms.
In either case, profits vs people is a fair question in what’s been a tumultuous week for Facebook.
First, the company had a mass global outage.
This riled everyone in the midst of uploading a snazzy dance routine to Instagram and also those providing clinical guesses as to scientific theories on Facebook.
It also meant a few hours of notification silence.
Hear that...?
That’s the sound of no WhatsApp notifications...
The question is what role a company like Facebook has in our world moving forward. Is it too powerful, too pervasive, too influential?
Should the government step in, split it up, control what it can or can’t do?
Or is that overreach just another centralised authority wishing to impose control and influence over societ…
playlist_add
Oct 8, 2021
Are coal mining stocks the best way to profit from the green energy boom?
While the energy crisis rages and spreads around the world, savvy investors are pondering a different problem…
How can we make money from the mess?
In this video, Nick Hubble asks Nigel Farage a simple question. Yet it’s one that has so much baggage...
“Are coal mining stocks the best way to profit from the green energy boom?”
Find out what Nigel thinks in this video.
Want to hear more from Nigel and the Fortune & Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Oct 6, 2021
Question Time with Nigel Farage
Nigel Farage answers questions sent in by Fortune & Freedom readers.
Topics include:
Should retirees still be looking into investment opportunities through Fortune and Freedom, or is it too late?
Why didn’t the US spike all their weaponry so the Taliban couldn’t use it?
Is there a crisis for the NHS, or from the NHS?
If every country has unmanageable debt – who do we own the money to? And will it lead to the government screwing over the average household?
Will the green industries survive without the continuous flood of state subsidies?
Got a question for Nigel?
Sign up to Fortune & Freedom and ask your question: https://fortuneandfreedom.com/
playlist_add
Oct 1, 2021
In a world of crisis, should you ‘panic buy’ these stocks…
With the UK in what appears to be an endless cycle of crisis, what are we to really make of it all?
Is this latest crisis of fuel a one off, or are more crises, shortages and episodes of panic about to beset the UK as we head into winter?
Should you stockpile, hoard, and batten down the hatches? Or should you just keep calm and carry on?
Of course, these events aren’t just reserved for us here in the UK. There is a widespread problem with global supply chains under pressure with everything from energy to food and technology.
You might be feeling smug if you’ve just bought an EV to stave off any future fuel crisis…but you also might be waiting longer than the fuel shortages last to actually buy a new EV if the global semiconductor shortages are any indication.
So…
What’s the answer to it all? How can you as an investor get ahead of crisis, seize opportunity and play the market to profit from crisis?
Maybe instead of panic buying fuel, you should panic buy stocks. That i…
playlist_add
Oct 1, 2021
Nigel Farage answers: “Is Brexit to blame for the energy crisis?”
The deluge of requests to ask Nigel Farage the big question are answered in this podcast:
“Is Brexit to blame for the energy crisis?”
Nick and Nigel shed light on the energy market chaos - petrol running dry, gas price spikes and driver shortages…
And it comes as no surprise that some are benefitting handsomely from this situation. While others are stuck on the road, hunting for petrol.
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Sep 24, 2021
Nigel Farage: How Britain’s lights go out
You probably know Nigel Farage as a British political figure who was involved in all sorts of grassroots campaigns over the years.
Like trying to stop Gordon Brown from selling Britain’s gold, keeping the pound and of course the Brexit referendum.
Our own Nick Hubble mainly knew of Nigel Farage because he predicted and explained the European sovereign debt crisis, when Greece defaulted on its bonds.
But it turns out, Nigel is rather passionate about wind energy…in a way. And he’s also taken issue with a discovery about what’s behind all the government bond buying.
And so, this video is a real Farage barrage on both counts – the financial and the political.
The scam of the bond market and the wind energy racket.
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Sep 17, 2021
Bitcoin’s Taproot upgrade could provide a catalyst for new record highs
At the beginning of November, Bitcoin will undergo a major upgrade… One which could ignite an end of year rally.
The update, named Taproot, will fundamentally improve Bitcoin’s back-end code. It will also increase privacy, transparency and fungibility, and will improve Bitcoin’s smart contract functionality.
Since its creation in 2009, Bitcoin has simply been a currency, and not much more. With the Taproot upgrade, the Bitcoin network should become significantly more usable in a plethora of ways.
And this could potentially serve as the gateway Bitcoin needs to achieve widespread mainstream adoption.
But what does this mean for the immediate and long-term future of Bitcoin?
Could the update be a catalyst for an end of year rally?
Will we see Bitcoin breakthrough even further and reach new record highs?
In this week’s episode of the Exponential Investor podcast, our crypto expert Sam Volkering is joined by Boaz Shoshan. They discuss several possibilities that we could see…
playlist_add
Sep 17, 2021
Why bonds are looking like a bad bet
It used to be that owning a big allocation of bonds in your portfolio made a lot of sense.
There was a time when you could expect a good return on the bonds you owned.
Today, many bonds return very little yields. And some government and corporate bonds actually return a negative yield. Meaning you lose money on the bonds you own.
But what has caused bonds to drop?
And why do financial advisors still recommend that investors hold bonds in their portfolio?
If the yield on bonds is so absurdly low… we ask, should you hold them in your portfolio?
This week in the Fortune & Freedom podcast, Nick Hubble sits down to discuss the current state of bond investments with colleague Rob Marstrand.
Find out whether it makes any sense for you to allocate a portion of your portfolio to them going forward.
Want to hear more from Nigel and Nick?
Sign up to the FREE Fortune & Freedom daily email with Nigel Farage.
You’ll get the truth about your money – behind the headlines, jargon and sp…
playlist_add
Sep 10, 2021
What happens when the wind doesn’t blow? The cost of renewables…
Recently, the UK’s renewable energy supply was pushed to the brink…
After a recent surge in energy usage, the National Grid was forced to bring two coal plants back online to make up for a shortfall in power.
… All because the wind stopped blowing.
It’s all very well that our Prime Minister wants the UK to be the Saudi Arabia of wind.
But what happens if the wind doesn’t blow?
Are we always going to have to rely on dirty fossil fuel back-ups when the weather doesn’t play fair?
We get to grips with this issue and discuss some of the potential solutions on the horizon for the UK’s clean energy future — including an “underground” alternative that many people might be unfamiliar with…
We also look at what other problems ordinary Brits are having to face in a world that’s evermore thirsty for energy…
For instance, some of us are with supposedly “100%” renewable energy suppliers… And aren’t renewables supposed to be cheap?
So why are many of us havi…
playlist_add
Sep 10, 2021
Will you stand for another lockdown?
This week, the lockdown debate is reignited once again as Nigel reacts to recent news that suggests an October “firebreak” lockdown could be on the horizon…
Will the British public stand for it?
Especially coming after Boris Johnson’s decision to hike taxes, which has provoked fury from many of his supporters…
And what about the ongoing lockdown situation in Australia?
How would Nigel handle things if he was the Premier of Queensland?
Find out all this and more in this week’s episode of Fortune & Freedom.
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Sep 3, 2021
Are “covid stocks” finished… Or should you double down?
Is it all over for “covid stocks” such as Zoom?
After some eye-watering gains, driving the stock to almost $590 over the last year, Zoom has lost a big chunk of those gains.
Is this a full cycle condensed into a short space of time? Is it the new platform for Zoom to head higher? Or is it all downhill from here?
We take a look at what might happen and why. We also dive into areas of opportunity in a world in which the “old” way of doing things is once again “new”.
There is a lot to look at, and a lot to think about for investors.
Also keep an eye on China. There’s a strong feeling this is a market that is teetering on the brink of something rather devastating. The knock-on effects could be huge.
And with a never-before-seen market divergence, just how risky has China become and what should you as an investor be thinking about?
All this and more in today’s Exponential Investor podcast, which you can access here.
For more great content from Exponential Investor go…
playlist_add
Sep 3, 2021
Nigel Farage Reacts to Afghanistan Crisis.
Nigel Farage reacts to the United States pulling out of Afghanistan.
Headlines are dominated by Taliban arming themselves with US military supplies. But what does it mean for financial markets and defence stocks in particular?
Will nations afraid of being abandoned by the United States finally up their defence spending?
Or is the end of Pax Americana bad news for the likes of Bae Systems and Rolls-Royce as the Americans stop meddling in other people’s business?
Find out what Nigel Farage thinks, including a jaw-dropper if China moves on Taiwan …
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Aug 27, 2021
Did We Just Get Hit by the Brexit Poison Pill?
Nick Hubble interviews two formerly ‘evil bankers’ from UBS and Lehman Brothers.
He asks them about the European Banking Authority’s report on just how bad the exodus of bankers fleeing from Brexit really was in the end.
And… what happens next for the City.
Find out what the insiders think about Project Fear, the EU’s attempt to steal the City and our future as the world’s financial centre in this video.
Want to hear more from Nigel and the Fortune and Freedom team?
Visit https://fortuneandfreedom.com/
playlist_add
Aug 27, 2021
Investing Titans Go Head-To-Head: Tech Investing Genius Cathie Wood Vs Michael “Big Short” Burry
Buying the dip.
Is it all it’s cracked up to be?
Or if you’re a billionaire, do you get so deep into a position all you can ever do is just buy your own dip?
Ego, hubris, an innate desperation to be proven right… these are the hallmarks of many of the world’s most reputable (and some of the most notorious) investors.
But ultimately there comes a time when they will be proven right or wrong.
A day of reckoning if you will.
This time around we’re looking at two heavyweight giants of the investing world.
In one corner is the esteemed bull-run magician, tech investing genius, Cathie Wood and her ARK Invest funds.
In the other corner stands Michael Burry, famous for betting and winning big during the 2008 market crisis. He called it early then and won.
But now he’s saying Wood’s funds are no good. He thinks that she’s going to be wrong.
Of course, she disagrees and is adamant her thesis will be proven right.
So who wins? Whose side are you on? How does this impact…
playlist_add
Aug 20, 2021
The EU faces another Brexit trigger event
Nigel Farage makes some extraordinary claims about what really put Brexit over the line back in 2016.
Extraordinary because the key event may be about to repeat itself, and could put the next nation up to leaving the EU.
While that might be good for some and bad for others. In either case, the risks to our financial system could be extreme.
Find out what Nigel Farage has spotted in this podcast…
playlist_add
Aug 20, 2021
Can this energy source kill off renewables?
Clean, green, renewable energy…our saviour!
Wind, solar, hydro, geothermal, these are the answers to the world’s reliance on dirty fossil fuel energy.
These are key energy sources for the great green energy transition.
However…
What if they’re not the answer?
What if these are just a temporary fad, a steppingstone, to an energy future that many believe will never exist?
What if this week we saw the spark (literally) that could kick off the most exciting development in energy technology the world has ever seen?
And, what if this massive development means the death of wind, solar, hydro, geothermal…and oil, gas, coal and all energy sources you’ve come to know today?
In short, if there’s an area of investment you want to be paying attention to it’s this one, which we explore in today’s Exponential Investor podcast.
We ask the question, what does our world look like in a post-scarcity economy.
We consider how disruptive this new development could be to energy ma…
playlist_add
Aug 17, 2021
Can central banks end national debt?
The Investment Director of UK Independent Wealth, Rob Marstrand, answers:
“Why don’t central banks buy and write off all the debt…?”
Joined by Nick Hubble, Rob explores how the economy is affected by central banks buying up government debt.
They discuss what happens if central banks bought up all the debt.
What happens if they stop buying it all together…
And everything in between…
Which situations lead to inflation, deflation and what Rob calls ‘the death spiral’.
We have also asked, “Why don’t central banks buy and write-off all the debt…?” to Ex Lehman Brothers MD John Butler.
The balance between government debt and central bank activities profoundly impacts the economy. And, in turn, your money.
So, the question “Why don’t central banks buy and write-off all the debt…?” is an important one to ask.
With that in mind, who else would you like us to ask this question to?
Let us know in the comments below.
playlist_add
Aug 13, 2021
Where to invest? Lithium stocks, EV metals or oil….
,Sam and Kit look at the lithium market to see if there’s still an opportunity and what investors should do.
This comes off the back of a major partnership from a UK based mining company that’s looking to mine for “EV metals” in Greenland.
This partnership means billionaires like Bill Gate and Jeff Bezos (through their investment funds) will be getting into the EV metals space in a big way.
Of course to find out which company on the London Stock Exchange we’re talking about you’ll need to tune in…
We also look at the impact on the energy market a fall in demand for oil will have.
China is shifting into further lockdowns due to the spread of the “Delta” variant of the Covid-19 virus.
That means a huge drop in the number of flights in and around China. Furthermore the whole Asia and Oceania region is almost like a no-fly zone right now.
What impact is this going to have on the oil price and what can investors do about it?
Lots to cover, plenty to think about and…
playlist_add
Aug 13, 2021
Breaking: Nigel Farage "You can't stop this revolution…"
Nigel Farage believes the cryptocurrency revolution can’t be stopped.
He explains to Nick Hubble what he thinks is going on with banks and cryptocurrencies, and what it means for investors.
Reveals a crypto expert he recommends investors pay attention to if they want to fully understand the opportunities and importantly, the risks involved with crypto.
They also explore why banks are stopping their customers from buying cryptocurrencies.
To find out more about Sam Volkering’s guide to cryptocurrencies, click here: https://subscriptions.freedomthroughwealth.co.uk/1846710/b1meg-yt
playlist_add
Aug 11, 2021
Why don’t central banks buy and write-off all the debt…? Ex Lehman Brothers Managing Director explains all
Ex Lehman Brothers MD John Butler answers “why don’t central banks buy and write-off all the debt…?”
Along with Nick Hubble, John explores what happens when governments realise that, if the central bank is willing to print money to finance deficits, there is no longer any fiscal constraint on spending.
Until the currency collapses that is...
They explore what all this means for investors and how you might go about navigating such uncertain times.
playlist_add
Aug 6, 2021
Are Binance and Tether frauds and scams?
Today we answer:
What is Binance and Tether?
And.
What happens if Binance and Tether fail?
If you’re getting into the crypto markets, then you’ll come across exchanges and stablecoins.
These are commonplace in crypto.
Exchanges obviously allow you to buy, sell, swap crypto. These help support a thriving, functional market for various crypto.
Stablecoins are crypto that are pegged, tied to…tethered to fiat-currency like USD or GBP or EUR.
One of the biggest exchanges in the world is Binance. One of the biggest stablecoins in the world is Tether (a USD stablecoin).
Together they are giants in the crypto market. But there is a lot of conjecture as to their credibility, trustworthiness and stability.
Some suggest they are frauds and scams. A lot of this is based on puddle deep information and a lack of understanding of the wider crypto ecosystem.
But also, where there’s smoke there’s still often a bit of fire at least. And both have undertaken practices that do call in…
playlist_add
Aug 6, 2021
Don’t mention the w̶a̶r̶ NHS! Nigel Farage reacts to possibly the most divisive issue of modern times.
It looks like we saved the NHS from the pandemic.
Shame about its patients though...
Find out what Nigel Farage has to say about the backlogs, the future of the NHS and the potential crisis that awaits Britain as it tries to save those the NHS couldn’t…
*In this week’s video, Nigel says there are currently 2 million illegal immigrants in the UK. Our research shows the number may be closer to 1-1.2m, but Nigel’s point still stands when it comes to the strain on the healthcare system.
playlist_add
Jul 30, 2021
“Terrified” about the incoming climate apocalypse
Today we tackle the electric vehicle (EV) sector and ask some questions about what’s really going on in the sector and is the death of oil really what to expect?
For example, you might think that EV sales are outpacing all others.
But that’s just simply not the case. In fact, there are two other kinds of vehicle that are far outselling EVs and capturing more of the car market.
Why is that so? What does that mean for consumers, the oil industry and the EV industry?
Also for an investor, what angle should you be looking at to play this?
Of course the bigger issue seems to be the shift to net zero… or is it zero carbon… or is there confusion between the two?
And what do floods in Germany, China and the UK have to do with mice plagues and ultimately a boom in the British wine industry?
We cover all these questions and more in today’s Exponential Investor podcast.
playlist_add
Jul 30, 2021
Nigel Farage: Britain’s New Divide
Freedom Day has come and gone. But Covid cases plunged instead of surging as predicted.
Is the pandemic over? Have we reached the magic threshold?
It’s doubtful given the surge in cases in places with high vaccination rates like Iceland and Israel.
But what does Nigel Farage think?
Find out in this video…
playlist_add
Jul 23, 2021
Why isn’t Bitcoin’s price fall all over mainstream media?
Bitcoin has had a dramatic year.
Hitting all-time peaks, followed by major corrections.
Normally a major fall in the price of Bitcoin is followed by mainstream media saying it’s ‘the end of the bubble’, but this time, they’re unusually quiet.
Nigel Farage and Nick Hubble have called in crypto expert Sam Volkering to uncover what’s happening in the crypto space.
Sam has been in the cryptocurrency space for more than 10 years. And his book, Crypto Revolution, has been read by more than 40,000 investors.
Sam, Nigel and Nick discuss if there’s something going on in the crypto market that’s not being well reported. And if investors should still be looking into Bitcoin and other cryptocurrencies.
If you’d like to check out the briefing Sam mentions in the video, you can find that here:
https://bit.ly/sambitcoin
playlist_add
Jul 16, 2021
Why Nigel Farage won’t be celebrating Freedom Day
Freedom Day draws near. But you might as well call it FRINO – freedom in name only.
Nigel Farage isn’t convinced that the updated measures will amount to much of an improvement. Nor that our partial restoration of basic freedoms will last for long.
But what we do know is that inflation is soaring and that the EU is doing its best to fall behind economically, as ever.
Find out what Nigel Farage makes of this week’s news.
playlist_add
Jul 16, 2021
While the Fed pours money into an economy that doesn’t need it…
Today we discuss the latest inflation data which has “surprised” many commentators in the US and the UK, and the political paradox at the heart of the mortgage-backed securities market.
Finally, we move on to the sad news coming out of South Africa, and wonder whether the conditions which made the violence and rioting likely there, might be replicated elsewhere too.
I hope you enjoy it…
playlist_add
Jul 13, 2021
Will central banks be behind the curve again and launch a new gold bull market?
Should this be the indicator investors are looking at for their asset allocation…?
Ex Deutsche Bank Managing Director John Butler joins Nick Hubble to discuss what happens when central bankers lag interest rates behind inflation.
In the early 2000s, the central bank was behind the curve. Inflation rose faster than interest rates. This inflated the housing bubble, stocks and gold together.
But in the 70s, we got stagflation. Stocks fell in real terms because of the disruption from inflation.
Looking at where we are and where we might go, John and Nick explore which situations could lead to rallies and sell-offs in the gold and stock markets.
playlist_add
Jul 9, 2021
Oil prices above $100?
Opportunities in the oil markets and some concerns about the solar market.
Our guest host, Boaz Shoshan, believes oil prices are likely to head higher than $100 per barrel, and I was keen to hear whether he thought this would be a positive for the shift to electric cars and renewables.
He, meanwhile, was intrigued by some of the tensions in the solar industry, where what’s best for the energy transition isn’t necessarily what’s best for the companies' bottom lines…
playlist_add
Jul 9, 2021
Nigel Farage Reacts to Rishi Sunak’s Speech - Britain’s Post Brexit Future
Nigel Farage gives his reaction to chancellor Rishi Sunak’s important speech at mansion house. It signalled a sea of change in British policy with crucial implications for Brexit.
Nigel explains his views on Rishi plans – whether Britain really will diverge from the EU and whether Brexit really will mean a change, not just in who governs us, but how we are governed too.
playlist_add
Jul 2, 2021
Nigel’s Big Brexit Caveat: “We’re better off out… but…”
Nigel Farage shares his thoughts around Brexit’s impact so far in 2021. The pros, the cons, and what could be on the horizon.
Nigel also gives his insights on recent events including:
* Growing concerns around surging house prices and who is most at risk of a housing market collapse.
* What a new Health Secretary means for Britain. Are we done with lockdowns or are we going to learn to live with them?
* And finally, is there a major scandal within government ranks that could eventually come to light…
playlist_add
Jun 25, 2021
Picking stocks or picking asset classes? Which is best?
Today we answer, what works best in the market... ?
Being a stock picker?
Or
Being an asset class picker?
Also, how do you balance picking stocks with the bigger trends and momentum plays in the market?
Do you ride the short-term wave of mainstream movements, or do you take a contrarian view and weather the rocky road longer term?
Lots of readers ask us about asset selection and picking individual winners, so this week we answer those questions and deep dive into our methodologies and processes.
If you’ve ever wondered how we go about uncovering, selecting and building a view on stocks and investment opportunities, then you don’t want to miss this week’s Exponential Investor Podcast.
playlist_add
Jun 25, 2021
Nigel Farage’s Inflation Fears
Nigel Farage shares his insights on rising inflation and interest rates with Nick Hubble.
They discuss which one investors and traditional savers alike should be planning for.
Especially given the lengths central banks and governments have gone to in avoiding a financial crisis so far - have they ultimately made things worse?
Nick and Nigel also discuss how previous rises in interest rates have ended in crisis.
But equally…
Governments historically find it hard to manage rising inflation without using all the tools at their disposal - such as increasing interest rates.
As the 5-year Brexit anniversary passes, Nigel also talks about his growing fears around government control.
And how governments might be reluctant to give up their emergency powers post-pandemic.
playlist_add
Jun 18, 2021
Cheaper booze: Britain negotiates a big trade deal with Australia
Post Brexit Britain takes another huge leap forward.
This week Nick and Nigel discuss the announcement that Britain has negotiated a trade deal with Australia.
The deal means cheaper booze for Brits – with shiraz coming in from Australia being a quid cheaper than it currently is.
Also discussed in this episode...
How we’ll see young British people stepping away from worthless degrees and learning trades and skills instead... incentivised by higher wages.
playlist_add
Jun 11, 2021
What would Enoch Powell make of Brexit and inflation?
The topics of Brexit and inflation have something surprising in common: Enoch Powell.
He resigned twice. Once over the common market and once over the inflationary consequences of the government’s policies.
In this week's episode, Nigel Farage takes us through the warnings his political hero gave and what they mean for today’s investors…
playlist_add
Jun 4, 2021
Nigel Farage reacts to the Wuhan lab-leak theory
Nigel Farage and Nickolai Hubble discuss the growing credibility of the Wuhan lab-leak theory and shed some light on its implications for investors.
Plus, the risk of a potential trade war with China.
They also cover if the Wuhan lab-leak theory will give Donald Trump chances of a comeback…
playlist_add
May 28, 2021
Nigel Farage on Cummings’ claims
There was one big story to review this week. And Nick asked UK Independent Wealth editor Rob Marstrand to interview Nigel Farage about it.
Find out what Nigel had to say about Dominic Cummings’ claims, inflation, and more...
playlist_add
May 14, 2021
A smorgasbord from Nigel Farage
Nigel is in Chicago, the commodity trading capital of the world. What he found there should terrify consumers, investors and europhiles.
You’ll also hear what he thinks about Michel Barnier’s far-right immigration comments and what Nigel makes of the Queen’s Speech – the first without the EU in charge. Will Britain boom again? All that and more comes in this week's Fortune & Freedom…
playlist_add
May 7, 2021
Inflation spotted on the horizon
Financial markets have finally spotted the inflation on the horizon. And now all eyes turn to central banks. Will they move interest rates too early, too late, or not at all?
But what investments do well during inflation? That’s what Nickolai Hubble asked UK Independent Wealth’s Rob Marstrand in this week's Fortune & Freedom…
playlist_add
Apr 23, 2021
What does the UK’s CBDC taskforce mean for you?
Central Bank Digital Currencies (CBDCs): Nickolai Hubble asks Nigel Farage for his take on “Britcoin” and the other CBDC projects around the world.
Find out what the Bank of England’s CBDC taskforce means for cryptocurrencies, your money and your privacy in this week's Fortune & Freedom…
playlist_add
Apr 16, 2021
Will the vaccine success deliver a Brexit boom in the UK stock market?
Can the UK stock market diverge from the rest of the world if the vaccine success continues? Does the Coinbase IPO suggest crypto is going mainstream? Why is the stock market bifurcating in a flight to quality?
In this week's episode with Nigel Farage, we’re joined by UK Independent Wealth’s investment director Rob Marstrand as we tackle all the topics making the financial news, and explain what’s really behind them.
playlist_add
Apr 8, 2021
Q&A with Nigel Farage
The Fortune & Freedom mailbag is brimming with excellent questions for Nigel Farage.
In this week's episode Nickolai Hubble asks him what you want to know…
playlist_add
Apr 7, 2021
Welcome to Fortune & Freedom
In this interview with Nigel Farage – the most influential UK politician of the last half century – we talk about how we’re all being let down by the financial establishment.
Why aren’t you told about what really makes money? Why are you not warned early about big financial threats? And what can you do, starting now, to start taking back control of your financial destiny?
Nickolai and Nigel cover everything from the benefits of holding gold, why the Euro looks doomed, the potential for cryptocurrencies and how cancel culture is making critical thinking and public debate toxic.
Listen now and discover why Nigel has founded Fortune & Freedom and what you could gain from this fight...
playlist_add