This Week on Bear Radio: The Bubble Returns

In this episode we discuss how the rash of tech IPOs and wild valuations are eerily similar to previous tech bubbles. Credit problems have only been swept under the carpet (evidenced by the fact that the US government now backs 90% of all mortgages) yet we see speculation rampant. We also talk about the value and limitations of technical analyses for investing. You don’t have to be right very often to succeed at investing. You just have to participate in the best investment opportunities and stay out of the market during the infrequent (but devastating) crashes.

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NOTE: Remember to tune into the Optimistic Bear weekly financial round-up every Tuesday at 9:00pm, Pacific Time. You can also listen to previous shows.

This Week on Bear Radio: credit deflation – the unexplained phenomena

In this week’s episode we discuss how there isn’t a single school of economics that explains the modern phenomena of credit deflation. According to traditional economics theories the prices of goods and services will rise when the volume of money increases. However, we have seen cases in the last 30 years where prices fall even as the money supply grows. Whether you are a Keynesian, neo-classicist, Austrian or Marxist, not one of these theories can account for what has happened in Japan and is starting to occur in America. We also talk about how it feels like we are in a slow moving train wreck. The same dire economics stories dominate the news, such as the European sovereign debt issues, yet they just keep getting worse, month after month. It’s deja-vu all over again.

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NOTE: Remember to tune into the Optimistic Bear weekly financial round-up every Tuesday at 9:00pm, Pacific Time. You can also listen to previous shows.

This Week on Bear Radio: The diversification myth and why investing today is riskier than e

In this episode we discuss the crash in the commodity markets and the amazing correlation which is occurring across almost all asset classes. Even BitCoin has been blowing another bubble. This correlation between assets, causing everything to move in lock-step, has made diversification almost impossible and created one of the riskiest investment environments in memory. We also talk about the certainty of improbable events and why it is sometimes good to panic.

Download the sound(right click and save as link) : Download

NOTE: Remember to tune into the Optimistic Bear weekly financial round-up every Tuesday at 9:00pm, Pacific Time. You can also listen to previous shows.