Value investor Brian Hirschmann, managing partner of hedge fund Hirschmann Capital, makes his debut on episode 152 of The Julia La Roche Show.
In this episode, Hirschmann argues that we're currently in the most dangerous time in financial history and that three bubbles—stocks, real estate, and global bonds—could all burst.
Hirschmann also makes the case that we'll likely see more persistent inflation in the future, given the massive deficits and debt burden. He argues that the price of gold could soar to $7,000.
For investments, he favors gold miners and exposure to international equities.
Links: https://www.hcapital.llc/
00:00 Introduction and Macro View of the Economy
00:43 Dangerous Time in US Financial History
03:08 Consequences of Crisis Suppression Policy
04:35 US Equity and Real Estate Bubbles
06:27 Government Debt Problem
08:20 Global Government Debt Crisis
09:47 Government Debt Crisis and Private Sector Recession
11:03 Gold's Performance and Market Environment
13:13 Factors Affecting Gold's Valuation
19:36 Fed Policy and Fiscal Dominance
23:39 Impact of Fiscal Dominance on Gold
27:26 Investing in Gold Mining Companies
31:53 Impact of Bubbles Bursting
35:36 Potential Impacts of Recession
40:10 Likelihood of Recession
44:21 Closing Remarks
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#016 Marc Benioff On The New Era For Business
#015 Activist Short-Seller Dan David On 'The China Hustle' And Uncovering Frauds
#014 Nik Bhatia On The Coexistence Of The Dollar And Bitcoin
#013 Epsilon Theory's Ben Hunt On The Narratives Everywhere
#012 Jim Bianco: This Is The New Normal. Get Used To It.
#011 Anthony Scaramucci On Failure, Bitcoin, and Trump
#010 Kyle Bass On Energy, China, Inflation, And More
#009 CrowdStrike's Adam Meyers On The Biggest Cyber Threats
#008 Alan Patricof on 50 years of investing, Burning Man and the NYC Marathon at 87, and living to 114
#007 Ryan Williams On Unlocking Access To Commercial Real Estate Investing
#006 Greg Lukianoff on Free Speech and 'Free Speech Culture'
#005 Hugh Hendry on Why We’re Already in the 4th Depression
#004 Former Assistant Treasury Secretary Gerry Parsky on Lessons from the 70s and Parallels to Now
#003 David Cote on Winning Now, Winning Later
#002 Bill Browder on Surviving Putin's Wrath
#001 Morgan Housel on The Psychology of Money
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