Podcast
Actionable Intelligence Alert
Hosted by John Polomny · EN
Timely discussion on investing/speculating with an emphasis on seeking out market beating returns from a deep value and contrarian perspective.
website:
www.actionableintelligencealert.com
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https://twitter.com/JohnPolomny
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https://www.youtube.com/user/boubin2
11episodes
Episodes
Newest firstAll episodes
New Swiss Physical Uranium Fund Created As Uranium Prices Break Higher. AIA Weekly Report 5-27-23
May 28, 202300:47:29Tap to summarizeNew physical uranium fund with $100 million initial placement. Uranium prices look to have broken higher out of a wedge formation. Fred Hickey author of High Tech Strategist sees continued declines in Tech Sector stocks and the overall stockmarket. Why he is bullish on gold.
Transcribe →The biggest and broadest asset bubble I’ve ever studied, Stan Druckenmiller. AIA 5-13-23
May 14, 202300:57:14Tap to summarizeBillionaire hedge fund manager says the current asset bubble is more significant than any has seen and even bigger than anything he has ever studied. More positive nuclear energy news articles. The Iranians dumped 100 million barrels of oil on the market over the last three months. Has this contributed to the recent price weakness in oil?
Transcribe →The Banking Crisis Is Not Over. FED Says Banking System Is Ok. AIA Weekly 5-6-23
May 7, 202301:04:39Tap to summarizeThe current financial system is built to work on low-interest rates and high liquidity. The exact opposite exists. Expect more banking system issues and further issues to manifest negatively as things break in the economy.
Transcribe →Cameco First Quarter Results Reaffirm Continued Nuclear Renaissance. AIA Weekly 4-29-23
Apr 30, 202300:55:41Tap to summarizeI review the Cameco first quarter 2023 earnings call. It was very positive and reaffirmed the continued upswing in the nuclear energy and uranium market.
Transcribe →Tracking The Impact Of Rate Increases And Tightening Liquidity. AIA Weekly Update 4-23-23
Apr 23, 202300:44:00Tap to summarizeI came upon a methodology conceived by analysts at Piper Standler to track the effect of interest rate increases on the economy. It will require additional research and refining of data sets but I think it will be helpful in the analysis of where we are in the economic cycle.
Transcribe →China Recovery Struggling? India Oil Demand Surging. Effect On Oil Demand. AIA Weekly 4-15-23
Apr 16, 202300:54:45Tap to summarizeThe China reopening might be struggling to gain momentum. Will this lead to less oil demand growth? India's oil demand continues to make new all-time highs.
Transcribe →Yes Gold Is In A Bull Market. Why Most Will Lose Money Trading It. AIA 4-8-23
Apr 9, 202301:10:38Tap to summarizeI believe gold is in a new bull market. However, most people try and take advantage of it by buying junior gold mining stocks. This is a difficult way to make money and I explain why.
Transcribe →The move to a multi-polar world continues. AIA Weekly Update 4-1-23
Apr 9, 202300:35:02Tap to summarizeSeveral countries have applied for BRICs membership. International flights to and from China begin to resume. I still expect higher oil prices as we progress through 2023
Transcribe →But Janet Yellen Said We Would Never Have Another Banking Crisis. AIA Weekly 3-25-23
Mar 26, 202301:08:10Tap to summarizeBack in 2017, Janet Yellen said it was likely we would never have another banking crisis in our lifetime. The whole banking system is a confidence game and these people are just making it up as they go along. Believe them at your own risk.
Transcribe →The US Must Inflate Or Die. AIA Weekly 3-18-23
Mar 19, 202301:15:10Tap to summarizeThings are breaking due to rates being too high. In the past, every time we had a financial crisis the FED always went back to the playbook of papering over the problem. Are we closer to the end of the tightening cycle or the beginning? What asset classes benefit from a cycle of excess liquidity?
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