How will the upcoming US elections impact the geopolitical landscape? We recently saw an attempt on former President Trump’s life. Biden “bowed out” of running for another term. How does that play a role in upcoming elections? We’ve seen and continue to see the pollution of elections worldwide. Will things change? John Waters and Alex Krainer return to discuss the current geopolitical landscape in episode #59 of UPThinking Finance™.

• Running for office in Ireland [1:40]
• The pollution of elections worldwide [7:31]
• Dissecting the attempted assassination [12:07]
• Why the upcoming US election is important [23:12]
• It’s either Trump or hell on earth [29:06]
• The dictatorship of compassion [38:54]
• Will we see an awakening in Europe? [44:29]
• John and Alex’s final thoughts [52:18]

John Waters and Alex Krainer are not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

• Alex Krainer's TrendCompass
• John Waters Unchained

• Capital Investment Advisers
• On LinkedIn

Subscribe to Upthinking Finance

Audio Production and Show Notes by - PODCAST FAST TRACK

What is the status of Central Bank Digital Currencies (CBDCs)? How could creating global division ultimately lead to humanity’s loss of control? How can we open our eyes and really see what’s going on before it’s too late?

In this episode of UpThinking Finance™, Melissa Ciummei—an independent investor and researcher in Northern Ireland—returns to revisit CBDCs, the balance of power, and what individuals can do to fight for their freedom.

• The status of CBDCs [1:03]
• Eyes are being opened [16:33]
• Division is the ultimate goal [30:35]
• The status of Ireland [37:40]
• The world’s perception of the US [40:04]
• Melissa’s final thoughts [45:36]
• We must hope in humanity [50:37]

Melissa Ciummei is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

• BIS Annual Report 2023/2024
• CBDCs and the Coming Reset with Melissa Ciummei, Ep #35
• CBDC Tracker

• Follow on Twitter

• Capital Investment Advisers
• On LinkedIn

Subscribe to Upthinking Finance

Audio Production and Show Notes by - PODCAST FAST TRACK

Tom Luongo is a former research chemist and part-time goat farmer. He publishes the “Gold Goats ‘N Guns” blog, a monthly newsletter, and records podcasts. His work is also published in Bitcoin magazine and syndicated regularly on sites like ZeroHedge, Investing.com, etc. Tom has a unique way of connecting geopolitical dots. In this episode of UPThinking Finance™, I pick his brain about some of the latest things he’s written about.

• The parallels between Shadowfist and geopolitics[1:56]
• The last 10 years of history [12:53]
• Does the long-term end goal ever change? [22:18]
• Welcome to Splitsville [28:09]
• Is it “every man for himself?” [34:17]
• LIBOR, SOFR, and the Fed [38:03]
• Chevron, Trump, and Jarkesy [49:00]

Tom Luongo is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

• The Jarkesy Case
• Shadowfist

• Tom’s Patreon
• Gold Goats ‘N Guns

• Capital Investment Advisers
• On LinkedIn

Subscribe to Upthinking Finance

Audio Production and Show Notes by - PODCAST FAST TRACK

Cynthia Chung’s education taught her that energy consumption is destroying our world. It taught her that the hole in our ozone layer was growing. It taught her that the destruction of rainforests was wreaking havoc on humanity. Industry was portrayed as something that killed anything it touched.

Cynthia’s research paints a far different picture. Cynthia dives into the fallacy of green energy in her docuseries, “Escaping Calypso’s Island.”

In her series, Cynthia points out that our entire lives revolve around energy usage. Access to the best medical care, nutritious food, clean water, and adequate shelter depends on energy. Access to affordable energy has diminished poverty, lengthened life, and increased quality of life.

We’re being told that there isn’t enough energy to go around, and that we have to focus on green initiatives. But is that true? Dive deeper with us in this episode of UPThinking Finance™.

• Learn about Cynthia Chung and the Rising Tide Foundation [2:01]
• Why “specialization” is a new and often unnecessary concept [10:11]
• Your reality won’t always meet your expectations [14:38]
• Explaining Cynthia’s reference to Calypso’s Island [17:41]
• The fallacy of game theory [21:05]
• How Cynthia discerns through the BS [32:37]
• Why renewable energy doesn’t help the environment [36:05]
• Dissecting the lies we’re being fed [38:32]
• Green energy is causing worldwide suffering [39:57]
• Through a Glass Darkly [44:51]

• The Empire on which the Black Sun Never Set https://www.youtube.com/watch?v=J7-7NxjVy0A

• https://cynthiachung.substack.com/
• https://risingtidefoundation.net/

• Capital Investment Advisers
• On LinkedIn

Subscribe to Upthinking Finance

Richard Laterman is a Portfolio Manager at ReSolve Asset Management, Inc. with 18 years of investment experience in capital markets. He has the unique ability to take complex information and boil it down into something concise and understandable.

In his role, he provides us with invaluable information about geopolitical events, economic events, and the markets. In this conversation, we get Richard’s opinion on the world, the drive to embrace alternative strategies, and the necessity of leaning into discomfort.

• The typical day in the life of Richard Laterman [2:39]
• Richard’s current view of the world [6:58]
• Living to work instead of working to live [18:55]
• The drive to embrace alternative strategies [22:51]
• Let’s get comfortable being uncomfortable [32:26]
• What will accelerate change? [39:10]

Richards Laterman is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

• Doomberg SubStack
• The Master and His Emissary by Iain McGilchrist

• ReSolve Asset Management
• Connect on LinkedIn

• Capital Investment Advisers
• On LinkedIn

Subscribe to Upthinking Finance

Audio Production and Show Notes by - PODCAST FAST TRACK

Can we find an answer to the world’s ills? Is a return to a gold standard feasible? Can we keep our current system from imploding? Do we even want to? In this conversation, Charles Hugh Smith gets into the weeds on the socioeconomic issues we’re facing. We talk about whether or not a new economic system is the answer or if a focus on relocalization and self-reliance may be key to inciting change.

• Why the gold standard isn’t sustainable [2:34]
• Can we keep our current system from imploding? [8:47]
• What could a new economic system look like? [14:50]
• What about a universal basic income? [21:32]
• Increasing rates of hopelessness and depression [27:23]
• Relocalization: Self-reliance in the 21st century [37:34]
• The next generation was born for this time [42:43]
• The systems we rely on are failing, so what’s next? [44:12]
• Why we’re positive about the future of humanity [49:29]

Charles Hugh Smith is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

• The Myth of Capitalism

• Charles’ blog: Of Two Minds
• Charles’ Patreon
• Self-Reliance in the 21st Century

• Capital Investment Advisers
• On LinkedIn

Subscribe to Upthinking Finance

Audio Production and Show Notes by - PODCAST FAST TRACK

Inflation continues to rise. Interest rates are at 30-year highs. Gold is at all-time highs. There’s geopolitical conflict and confusion everywhere. Yet most global equity markets continue to go up. Where do you turn to get rational analysis, advice, or opinions?

Today’s guest brings three decades of experience to the equation. Charles Heenan is the Co-Investment Director at Kennox Asset Management. He’s adopted a distinct value approach to global investing over the last 30 years. He shares some insight into global investing (and why it’s important to diversify internationally) in this episode of UPThinking Finance™!

• Learn more about Charles’ equity firm: Kennox [2:27]
• How things have evolved since the 90s [9:07]
• A perspective from the other side of the ocean [12:13]
• The impact of global debt on global economies [15:23]
• Diversification and trusting the process [20:59]
• The Kennox approach to global investing [25:55]
• Many investments require patience [31:32]
• How Kennox conducts global research [40:43]
• How instinct plays a role in decision-making [43:25]

Charles Heenan is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

• The Price of Time: The Real Story of Interest by Edward Chancellor

• https://kennox.co.uk/

• Capital Investment Advisers
• On LinkedIn

Subscribe to Upthinking Finance

Audio Production and Show Notes by - PODCAST FAST TRACK

Kevin Flanagan started his career as a Fed watcher i.e. money market economist working on the trading floor. As a fixed-income strategist, he looks at things from a broad perspective because numerous things impact the bond market—economics, geopolitics, elections, etc. All play a role in how the bond market and interest rates are developed.

He found it fascinating that you could look at the past and present to gain insight into the future. Kevin joins me in this episode of UPThinking Finance™ to shed some light on this confusing topic.

• The “new” old-rate regime [1:59]
• When the Fed’s role shifted [8:36]
• Politics playing a role in policy [14:51]
• Current impacts on inflation [16:55]
• The impact of foreign money [21:55]
• What will happen with US debt? [24:50]
• The performance of the municipal market [28:40]
• Where Kevin sees the bond market headed [30:45]
• The connection between the 10-year and gold [32:47]
• How Kevin got into the fixed-income arena [35:02]

Kevin Flanagan is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

• Wisdom Tree
• Basis Points Podcast
• Follow on Twitter

• Capital Investment Advisers
• On LinkedIn

Subscribe to Upthinking Finance

Audio Production and Show Notes by - PODCAST FAST TRACK