Shows
SKEPTIC’S GUIDE TO INVESTINGUS & Canada : Partners in ProsperityPlease text and tell us what you likeWe explore the potential seismic shift in US-Canada relations following Mark Carney's election as Prime Minister of Canada and the implications for North American economic integration.• Moving back to centrist economic policies in both the US and Canada• Canada's competitive advantage in natural resources was ignored under Trudeau• The historical importance of the proportionality clause in US-Canada trade agreements• Why Calgary might become an economic powerhouse like Houston or Dallas• The weaponization of the US dollar against Russia has damaged trust in treasuries• Gold...2025-05-091h 17SKEPTIC’S GUIDE TO INVESTINGThe Debt Crisis Time BombPlease text and tell us what you likeAmerica stands at a fiscal precipice, with national debt approaching 100% of GDP and projected to reach 130% by 2035 if current policies continue. This podcast features an illuminating conversation with fixed income expert Steve Gattuso, who brings his professional perspective as a portfolio manager at a $6 billion investment firm and his academic insights as a 12-year finance professor.The discussion reveals how America's fiscal trajectory has deteriorated dramatically since 2012, when debt-to-GDP stood at a manageable 60%. Today, with annual deficits approaching $1.9 trillion and interest payments consuming 14% of federal spending, we're...2025-04-231h 02SKEPTIC’S GUIDE TO INVESTINGBeyond the Vault: Why Gold Matters When Markets FalterPlease text and tell us what you likeGold serves as a portfolio stabilizer during volatile markets while offering upside potential when traditional assets falter. We explore how this precious metal fits into a diversified investment strategy during uncertain times.• Gold ETFs provide liquid exposure without needing physical storage• Target allocation of 5-15% depending on market conditions and risk tolerance• Gold demonstrates negative correlation to stocks during market downturns• Multiple demand sources create price support: central banks, industrial use, cultural significance• China's pursuit of gold backing for currency contributes to consistent buying pre...2025-04-1927 minSKEPTIC’S GUIDE TO INVESTINGBonds in TurmoilPlease text and tell us what you likeSteve and Clem examine how bonds have shifted from reliable safe havens to potentially risky investments in today's economic landscape, challenging conventional wisdom about treasuries as risk-free assets.• Bonds traditionally provided safety and income, but inflation and economic uncertainty have changed this dynamic• Bond vigilantes reacting to tariff announcements revealed hidden vulnerabilities in bond portfolios• Long-duration treasuries (20-30 years) make little sense for individual investors despite their institutional utility• Corporate bonds from companies with strong balance sheets may offer better safety than government treasuries• Mu...2025-04-1921 minSKEPTIC’S GUIDE TO INVESTINGThe Messy Middle: Navigating Alternative InvestmentsPlease text and tell us what you likeAlternative investments offer potential diversification but come with significant trade-offs in liquidity, transparency, and fees that many investors overlook. We explore why the famous "Yale approach" to investing that worked brilliantly in the 1980s and 1990s may not be appropriate for most investors today.• Alternative investments lack daily market pricing, with most only valued quarterly• The "messy middle" includes less liquid investments that lack transparency of public markets• Private equity and venture capital investments typically involve significant lockup periods• When financial crises hit, illiquid alternat...2025-04-1922 minSKEPTIC’S GUIDE TO INVESTINGTrump Unleashes Tariff Chaos: Portfolio Protection, Powell, and Penguins, too!Please text and tell us what you likeWhen markets plummet in response to unexpected policy shifts like Trump's tariff announcements, distinguishing between panic reactions and thoughtful investment strategy becomes crucial. Steve Davenport and Clem Miller cut through the market noise to deliver a practical framework for navigating financial turbulence.The duo examines three potential market scenarios ranging from a further 20% drop with sluggish recovery to a milder 5% decline followed by stabilization. Unlike systemic crises of the past, today's market challenge stems from policy decisions that could theoretically be modified more easily—though international responses, pa...2025-04-0645 minSKEPTIC’S GUIDE TO INVESTINGAmerica in Chaos: Tariffs and TaxesPlease text and tell us what you likeThe extension of Trump-era tax cuts presents critical planning decisions as exemption amounts could drop from $14 million to $7 million per person without congressional action.• Estate tax exemption likely to receive a four-year extension rather than permanent status• Trump administration characterized by chaos and short-term thinking rather than coherent strategy• Stephen Miller identified as Trump's most influential advisor and policy gatekeeper• Elon Musk serves as a "heat sink" absorbing criticism while implementing controversial policies• Government agency staff reductions create long-term damage to institutional knowledge• Inte...2025-03-261h 03
The I Love CVille Show With Jerry Miller!Bridgid Eversole, Justin Mutter, Leanne Clement, Caroline Worra & Matthias John On "Today y Mañana!"Bridgid Eversole and Justin Mutter of Alula, Leanne Pettit Clement and Caroline Worra of Charlottesville Opera & Matthias John of Matthias John Realty joined Alex Urpí & Xavier Urpí On “Today y Mañana!”
“Today y Mañana” airs every Thursday at 10:15 am on The I Love CVille Network!
“Today y Mañana” is presented by Emergent Financial Services, LLC, Charlottesville Opera and Matthias John Realty, with Forward Adelante.2025-03-201h 11SKEPTIC’S GUIDE TO INVESTINGSteel, Aluminum, Wine and Trade Wars: Oh My!Please text and tell us what you likeBy repeatedly threatening, imposing, and withdrawing tariffs, the Trump Administration is creating uncertainty for businesses who depend on international trade. The result is a sharp drop in the stock market, with additional declines likely. In this episode, Steve and Clem explore how Trump’s trade policies are based on 19th century economic assumptions and fail to recognize that high tariffs can trigger depressions, as they did in the early 20th century. They also discuss how tariffs on steel and aluminum are legally premised on national secur...2025-03-1336 minSKEPTIC’S GUIDE TO INVESTINGUncle Sam's Maxed-Out Credit CardPlease text and tell us what you likeWe examine the debt ceiling crisis and its implications for investors, revealing how this political standoff reflects deeper problems in America's fiscal health that could impact global financial markets and your portfolio.• Debt ceiling is a uniquely American concept (shared only with Denmark) limiting federal government borrowing• Official national debt at $40 trillion excludes $25-30 trillion in unfunded Medicare, Medicaid, and Social Security liabilities• Rising interest rates have increased annual debt servicing costs to nearly $1 trillion• Foreign ownership of US debt includes Japan (12.7%), China (8.9%), UK, Luxembou...2025-03-1330 minSKEPTIC’S GUIDE TO INVESTINGBig Debate: Tech, Finance and Health Stocks to OwnPlease text and tell us what you likeJoin us as we navigate through the intricacies of stock investing as we approach 2025. This episode delves deep into the predictions of the stock market, highlighting significant players across technology, finance, and healthcare.- In-depth analysis of Microsoft’s valuation and growth potential - Exploration of semiconductor giant ASML’s market challenges - Adobe’s crucial role in AI and document management discussed - Debate on top stock picks: value vs. growth perspectives - Overview of investment strategies in the finance and healthcare sectors 2025-02-2854 minSKEPTIC’S GUIDE TO INVESTINGAre You Prepared for Market Volatility?Please text and tell us what you likeWe explore the critical theme of managing investment risk amid heightened uncertainty. This discussion revolves around proactive strategies to mitigate risk in a volatile market and achieve financial resilience.• Navigating the tumultuous landscape of investment risks • Adjusting portfolios from stocks to bonds for safety • Understanding the role of beta in risk management • Exploring the use of options as a protective measure • Embracing the philosophy of "lagom" for a balanced mindset • Preparing for future uncertainties in investments Straight Talk for All - Non...2025-02-2744 minSKEPTIC’S GUIDE TO INVESTINGHigher Inflation Numbers: Fed Policy ChallengedPlease text and tell us what you likeInflation expectations and their impacts on the economy take center stage in this episode, as we explore the challenges facing the Federal Reserve and the resulting market volatility. We discuss the interconnected roles of tariffs, immigration, and political influences on inflation, and offer strategies for investors to navigate these turbulent waters.• Discussion on the latest inflation report and its implications• Analysis of the Fed’s direction and market reactions• Exploration of inflation expectations and consumer behavior• Examination of tariffs and their impact on pricing• Insi...2025-02-1250 minSKEPTIC’S GUIDE TO INVESTINGA U.S. Sovereign Wealth Fund: Is it Realistic?Please text and tell us what you likeThis episode tackles the contentious concept of a U.S. sovereign wealth fund, dissecting its potential feasibility, funding challenges, and political implications. With existing programs already serving similar purposes, the necessity of a new fund comes into question against the backdrop of America’s daunting debt landscape.• Discussion on the nature and purpose of sovereign wealth funds• Examination of the feasibility of establishing one in the U.S.• Political implications and challenges tied to governance• Review of current funding sources and their limitations• Consideratio...2025-02-1237 minSKEPTIC’S GUIDE TO INVESTINGDeepSeek: China’s AI Disruptor (Part 1)Please text and tell us what you likeCan a Chinese company with a modest $6 million investment truly disrupt the global AI landscape and challenge tech giants like Google and OpenAI? Join us as we explore the audacious rise of DeepSeek, founded by hedge fund manager Liang Wenfang, and its implications on international markets. We unravel the layers of this ambitious venture, probing the complexities of U.S. concerns over Chinese competition, and the real costs of AI development. Discover the intricacies of how export controls, such as NVIDIA's maneuvers in the Chinese market, play a crucial...2025-01-2934 min