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When Will the Helicopter Take Off?

Cory
August 24, 2016

Below is a link to the most recent transcript of the Incrementum AG advisory board meeting. Our fiend Ronni-Peter Stöferle is a Managing Partner with Incrementum. We will be having Ronni on the show next week to further discuss the topics addressed in the meeting.

Here is a recap provided by Ronni…

Attached please find the transcript of our 10th advisory board meeting which took place on July 19. Next to our regular members Jim Rickards, Heinz Blasnik, Zac Bharucha, Frank Shostak, Mark Valek and Ronald Stoeferle, Brent Johnson joined us again as a special guest to discuss the following two main topics:

  1. When will the helicopter take off? Consequences of helicopter money for financial markets and inflation
  2. Best trade ideas for the 2nd half of the year 

Moreover, we discussed the consequences of the Brexit, our view on gold and mining stocks, inflation expectations as well as the outlook for the US dollar. 

Click here to download the document.

Discussion
4 Comments
    Aug 24, 2016 24:14 PM

    Here’s a bearish point of view, with charts, of general markets. Good read. Maybe time to add some SPSX.
    http://www.marketwatch.com/story/10-charts-show-why-market-may-be-ripe-for-a-correction-2016-08-23

      Tad
      Aug 24, 2016 24:52 PM

      Thanks. That’s a good article.

    Aug 24, 2016 24:22 PM

    Corey, know any good US oil stocks? I have been trading ECA for years. Just netted 5% today. Problem is I have to pay up to 2u% US tax AND 15% Canadian tax. The Hockey tax is really cutting into my profits. I think it costs even more to trade this on Robinhood.