John Llodra

Bill Fleckenstein, an analyst at Fleckenstein Capital, discusses the looming bond market revolt against the Federal Reserve as yields rise despite rate cuts. He predicts bonds will continue to weaken, impacting stocks significantly. John Lodra and Mike Preston from New Harbor Financial share insights on market trends, evaluating the growing disconnect between stock valuations and economic realities. The trio explores active versus passive investing strategies, the shifting dynamics of gold vs. Bitcoin, and the psychological effects of inflation on consumer sentiment.

John Lodra and Mike Preston, lead partners at New Harbor Financial, delve into the psychology behind asset price bubbles and predict we're nearing a euphoric peak. They caution investors about the imminent blow-off top, emphasizing that while prices may soar unreasonably high, the gains will be fleeting. The duo also explores market dynamics post-election, highlighting the need for tailored investment strategies and prudent risk management. Their insights on IRA conversions and succession planning provide essential guidance for navigating this turbulent financial landscape.

Michael Every, Global Strategist at Rabobank, discusses the rise of nationalism and its implications for the global economy following Donald Trump's return to power. He explores how this 'America First' agenda may reshape trade dynamics, highlighting the strategic use of tariffs and the interplay between major economies. John Lodra and Mike Preston provide insights into market movements and the necessity of hedging strategies amid shifting sentiments. The conversation reveals both opportunities for investors and the risks that come with protectionist policies.

Join John Lodra and Mike Preston, lead partners at New Harbor Financial, as they break down the Federal Reserve's recent hawkish stance. They discuss its shocking impact on financial markets, with the S&P plummeting by 3%. Is this a mere bump in the road for bullish trends or the start of a significant reversal? The duo also explores investment strategies, from gold and Bitcoin to the intricacies of tax strategies like Roth conversions, providing insights vital for navigating today’s unpredictable economic landscape.

John Lodra and Mike Preston, lead partners at New Harbor Financial, delve into the bullish outlook for stock prices and explore investment strategies amid market volatility. They discuss the promising potential of gold and mining stocks, emphasizing gold as a hedge against inflation and economic uncertainty. The duo also addresses concerns about job security, offering advice on emergency planning. Their analysis on treasury bills highlights dynamic risk-return strategies, providing crucial insights for savvy investors.

Mike Preston and John Lodra, lead partners at New Harbor Financial specializing in market analysis and investment strategies, discuss a recent shift in market sentiment after weeks of decline. They explore the impact of bearish investor behavior and the potential for short-term trading amidst uncertainty. The duo emphasizes the importance of risk management and the rising interest in precious metals like gold and silver. They also highlight common psychological biases that can influence investing decisions, urging listeners to seek professional advice for effective portfolio management.

In this insightful discussion, financial experts John Llodra and Mike Preston from New Harbor Financial dive into the unsettling state of U.S. markets, likening current trends to 'banana republic' behavior. They analyze rising bond yields and a weakening dollar, and how these symptoms suggest deeper issues. The duo also emphasizes the importance of emotional resilience for investors amid volatility, advocating for strategic realignment and careful investment in precious metals like gold and silver as safe havens during turbulent times.

Join John Lodra and Mike Preston from New Harbor Financial as they navigate the stormy waters of market volatility under President Trump's administration. They discuss how political changes, like tariffs and military actions, affect investor sentiment. The conversation shifts to strategic tactics for portfolio de-risking and highlights gold as a hedge against inflation. Plus, they dissect the impact of technology stocks, emphasizing the need for self-education and emotional support in investing during uncertain times.

Financial advisors John Llodra and Mike Pr from New Harbor Financial discuss the recent stock market sell-off and bond price fluctuations. They analyze whether it's a temporary pullback or a significant reversal. Topics include market froth removal, inflation concerns, gold prices, and the need for portfolio hedging amidst uncertain market conditions.

Financial advisors John Llodra, Mike Preston, Michael Lebowitz, and Jonathan Wellum discuss topics including whether the recent market rally is over, the impact of quantitative easing and interest rates, China's real estate issues, the outlook for gold and mining stocks, owning commodity stocks in the energy sector, and the upcoming Wealthion Conference.