PODCAST: Four Investing Ideas for an Uncertain Future

As the coronavirus rages through the U.S., the human and economic toll continues to be staggering. Economist and best-selling author Jerry Robinson offers a glimmer of hope with four potentially profitable investing ideas in the midst of the sorrows.

• Gold has long been the beneficiary of poor monetary and fiscal policies
• A day of reckoning for the U.S. dollar is inevitable
• The Fed has been printing money while lowering interest rates at the same time in the “greatest economy ever”
• Mining output limitations globally and the growing physical demand
• Rumors/possibility of a gold-backed currency

• Bitcoin is finite – there will only be 21 million (and 18 million have already been created)
• Cryptocurrency in general is risky; we only use 5% of our investable assets
• The inflation rate of bitcoin will be lower than the inflation rate of gold after the bitcoin halving in May
• Will a digital dollar hurt bitcoin?
• Other cryptocurrencies we like

• China has understandably become highly controversial in the U.S.
• China is the largest economy in the world and the greatest creditor nation in the world
• China is positioning itself to win in the aftermath of this crisis
• Imagine that you control a $100 billion sovereign wealth fund…
• Risk managers are going to look very closely at how each country handled COVID-19

• Nobody knows where the bottom is in the current U.S. stock market
• Trading idea: A long-term call option on the major U.S. indices

Jerry closes out today’s show by sharing divine comfort in these troublesome times from one of his favorite Bible verses.