Lior Gantz: Gold, the Next Dot-Com Bubble
Tom welcomes returning guest Lior Gantz to the show. Lior is the editor of the Wealth Research Group.
Lior discusses the major shift with people working from home and avoiding the office. Many industries aren’t coming back the way they used to, from airlines to sports. Habits are changing, and this is going to stay with us for a few more years. He says, “These changes have nothing to do with the lethality of the pandemic.” Today’s environment brings a host of opportunities and dangers for investors.
Lior discusses when to take advantage of buying opportunities and when to sell. The real bubble is in bonds, and when that money moves to other assets, there will be enormous upside. Corporations and investors are fixated on zero interest rates and will likely remain until a new monetary system. People should take a core position in physical metals to weather any storm that may come. Then look for ways to invest for gains in this environment.
He discusses what to look for in companies and why you want to be very selective. You want competent management with good derisking skills that have successfully advanced and sold companies in past cycles. There are tremendous returns that can be made during gold bull markets.
Lior discusses the potential of Millenials and how the demographics of America and the world are changing.
Lastly, he outlines China’s potential and what a multi-polar world could look like from a currency perspective and the potential benefits of digital currencies.
Time Stamp References:
Time Stamp References:
1:15 – Changes due to the pandemic.
5:10 – Buying opportunities and retirement.
12:05 – The gold playbook.
16:25 – Evaluating speculative companies.
20:20 – Price expectations for companies.
24:30 – Silver and retail investors.
25:15 – Millenial purchasing power.
31:30 – Risks for the US Dollar.
35:00 – Investments versus careers.
Talking Points From This Episode
- Changing behaviors due to the pandemic response.
- Finding buying opportunities and the real bubble.
- Holding physical as a safety hedge.
- Recommendations for equities and miners.
- Potential for the millennial demographic.
Lior has been called a thrill-seeking entrepreneur by his team. He built and runs numerous successful businesses, and has traveled to over 30 countries in the past decade in pursuit of thrills and opportunities, gaining valuable knowledge and experience.
With Wealth Research Group, Lior allows readers access into the world of the few who beat the markets consistently for decades, thus leveling the playing field of the investment industry. With immense passion and full-force devotion to the readers, Lior’s purpose is to publish content that will have life-long value and allow readers to approach investing with methodic precision and a well-thought-out game plan.
Lior has been actively investing in the markets since the age of 16 and is now bringing the same proven strategies he has implemented himself. He is an advocate of meticulous risk management, balanced asset allocation, and proper position sizing.
His research is relentless and delivers a unique perspective to investors. As a deep-value investor, Lior loves researching businesses that are off the radar and utterly unknown to most financial publications.