AIPIS 221 – Are We In for Another Mortgage Crisis? with Kerry Lutz

Jason Hartman went on The Financal Survival Network with Kerry Lutz on October 16, 2017, to discuss what’s going on in real estate around the country, if we’re approaching the top of the market, what’s happened to the banks that were “too big to fail”, Blockchain technology, and more.

Host Kerry Lutz and Jason also take a dive into the mortgage crisis of 2008, and whether it could make a comeback in today’s environment.

Key Takeaways:

[2:46] Where are the assets?

[7:22] Why it’s important to remember that you can’t hear the dogs that don’t bark

[9:27] Too big to fail has gotten even bigger

[12:54] Jason saw the first part of the mortgage crisis coming, but didn’t see the second part that involved Wall Street coming at all

[17:57] Blockchain technology is phenomenal, but it’s not Bitcoin, which you HAVE to remember

Website:

www.FinancialSurvivalNetwork.com

www.JasonHartman.com

CI 115 – Inflation & a Heavily Indebted Nation with Daniel Amerman

Jason Hartman talks with Daniel Amerman, CFA, about the need for legitimate economic data and whether we can get any of that from the government. The two also take a deep look at our nation’s rising debt and what that means for the US currency moving forward.

Key Takeaways:

[2:42] Daniel recently reverse engineered the Congressional Budget Office’s long term economic outlooko

[6:32] Is the CBO a credible source of information?

[8:41] Technically there’s no such thing as an unfunded liability

[13:47] What does a heavily indebted nation mean for the investor?

[15:57] “It’s crucially clear that, when you have a $20 trillion national debt, that interest rates can’t rise too much”

[19:48] Why Jason hates hedonic indexes

[23:39] There’s a lot of inflation that we either don’t see or we don’t acknowledge

[28:12] A 2% higher rate of inflation is magic for maintaining financial solvency

[31:23] When everyone learned that stocks were the magic wealth building machine they bid the prices of stocks so high the dividends crashed, which ruined the wealth creation

[34:02] Daniel is a huge fan, not of income property, but of the mortgage

Website:

www.DanielAmerman.com

CI 114 – The Impact of Low Housing Affordability & Soft Prices with Andrew Zatlin, Part 2

In the final part of Jason’s interview with Andrew Zatlin, the two take a look at whether the future of our economy is inflationary or deflationary. The two also look at the impact of technology on inflation, how it impacts the rental markets, and where the volatility in our economy will be in 2018.

Disclosure: this interview was recorded prior to the GOP Tax Reform being written and passed

Key Takeaways:

[1:32] The proof in the inflation pudding is shipping costs

[6:47] The economy is strong in the background

[8:31] Warehousing had a huge impact on the start of the internet

[11:10] When you reach the point where payroll and population growth are the same you don’t get wage inflation

[15:35] When housing affordability is low and prices soften, the rental market strengthens

[19:30] Where 2018 volatility will come from

Website:

www.MoneyballEconomics.com

www.TheMoneyballTrader.com

CI 113 – Monetary Policy Practically Makes You Buy with Andrew Zatlin

In the first part of Jason Hartman’s interview with Moneyball economist Andrew Zatlin, the two of them take a deep look at what’s going on in the housing market through the lens that Andrew uses. He looks at hiring patterns of home builders, and has seen a distinct problem in their search for labor. So many industries are hunting for labor that it’s creating a bottleneck.

The two also look at short-term rentals, hotel vacancies, the Fed’s monetary policy, and what’s creating the demand for housing.

Key Takeaways:

[1:33] Andrew likes to check in with companies about what they’re doing in regards to hiring

[4:02] Home builders can’t hire enough people right now. The bottleneck is labor because there’s a LOT of competition for it

[7:00] One question we need to ask is: what’s creating all this demand for housing?

[11:04] The environment today makes it more attractive to buy rather than rent

[16:54] Do short-term rental providers need to worry about oversupply?

[19:12] Hotel vacancy rates tipped into the negatives this past year because of short-term rentals exploding in popularity

[21:52] Demand will create supply, but sometimes supply can create demand

[25:45] The Fed is on a trajectory of tightening

Website:

www.MoneyballEconomics.com

CI 112 – When Too Big to Fail Gets Bigger with Kerry Lutz

Jason Hartman went on The Financal Survival Network with Kerry Lutz on October 16, 2017, to discuss what’s going on in real estate around the country, if we’re approaching the top of the market, what’s happened to the banks that were “too big to fail”, Blockchain technology, and more.

Host Kerry Lutz and Jason also take a dive into the mortgage crisis of 2008, and whether it could make a comeback in today’s environment.

Key Takeaways:

[2:43] Where are the assets?

[7:20] Why it’s important to remember that you can’t hear the dogs that don’t bark

[9:24] Too big to fail has gotten even bigger

[12:51] Jason saw the first part of the mortgage crisis coming, but didn’t see the second part that involved Wall Street coming at all

[17:54] Blockchain technology is phenomenal, but it’s not Bitcoin, which you HAVE to remember

Website:

www.FinancialSurvivalNetwork.com

www.JasonHartman.com

CI 111 – Danielle DiMartino-Booth – The Unwind of the Biggest Monetary Policy Experiment EVER

Jason Hartman talks with Danielle DiMartino-Booth, author of FED UP! and founder of Money Strong, about her thoughts on the new tax reform bill, whether the corporate repatriation will improve the economy, cryptocurrency, the US shrinking labor force and more.

Key Takeaways:

[1:46] Danielle’s thoughts on the new GOP Tax Reform

[5:15] Share buybacks have slowed, why is that important?

[7:55] We have no idea what the unwind of the biggest experiment in monetary policy will look like

[10:47] Why the biggest bubble out there today is the confidence bubble

[11:41] Danielle’s opinion of the cryptocurrency world today

[14:13] The best comparison for the cryptocurrency mania we see today

[17:35] The United States has had a shrinking work force for 20 years now

[18:27] We have GOT to change our education system so we can be competitive on the global stage

Websites:

www.DiMartinoBooth.com

www.Twitter.com/DiMartinoBooth

Tweets:

So much of this tax law depends on unicorns existing that I just don’t know how much faith we can put in it

2017 has been a record run rate for quantitative easing globally

You can’t tell me that anything is a storer of value that can lose 25% in a week

CI 110 – Can Google Police Us? with Google Memo Writer James Damore

In early August, 2017, James Damore was fired from Google for writing the now famous #GoogleMemo. In it he documented Google’s internal echo chamber, some of the dangers the companies policies toward men and women present, and some suggestions for how to change moving forward. The document wasn’t received as he had hoped, however, and he was fired after the memo went viral.

In this 10th episode, Jason Hartman talks to James about the dangers of a company as big as Google becoming something akin to a thought police, whether algorithms should be public, what parts of the memo were ignored by the media (but incredibly important), and why we’re seeing less and less diversity of thought in the world today. He has recently filed a class action lawsuit against Google.

Key Takeaways:

[2:38] How the Google memo came along

[6:06] People talk about diversity, but don’t surround themselves with any diversity of thought

[7:42] An overview of the memo and what people considered so offensive

[13:49] Some aspects of the Google memo were ignored by the media

[15:46] We need to stop defining success solely in monetary terms, and women are now facing the stress related health concerns previously almost exclusively held by men

[19:32] If we don’t acknowledge, and celebrate, our differences as people, EVERYONE loses

Website:

www.FiredForTruth.com

www.Twitter.com/JamesADamore

CI 109 – What to Do with Unneeded Retail Real Estate with John Burns

Jason Hartman talks to Meet the Masters of Income Property keynote speaker John Burns, CEO of John Burns Real Estate Consulting, about how the autonomous car is going to change the look of cities, what a “surban” is, and why the 1980s is “the sharer” generation. The two also go into a more in-depth look about what kind of markets there are in the United States, and which hybrid markets may be on their way down.

Key Takeaways:

[1:53] Amazon’s search for a second headquarter location, and where John thinks it will be

[4:35] How John classifies markets

[7:04] Hybrid markets like Austin and Dallas are seeing way more growth than they normally do in cycles, and why Austin’s best days may be behind it

[8:33] The world is shifting more toward suburban apartments, being driven by local money

[11:09] The definition of “surban”

[16:16] The nickname for those born in the 1980s is “the sharers”

[19:17] The impact of autonomous cars

Websites:

www.JasonHartman.com/Masters

www.RealEstateConsulting.com

Rich Dad Advisor Ken McElroy Now Headlining Meet the Masters of Income Property

Jason Hartman is proud to announce the latest addition to the 2018 Meet the Masters of Income Property event, Ken McElroy.

Ken is a Rich Dad Advisor and entrepreneur who is an expert in investment analysis, property management, and property development. He’s responsible for over $700 million investment dollars in real estate.

Ken is the author of the best-selling books The ABC’s of Real Estate Investing, The Advanced Guide to Real Estate Investing, The ABC’s of Property Management, and most recently his book on entrepreneurship: The Sleeping Giant.

Website:

www.JasonHartman.com/Masters

www.KenMcElroy.com

CI – Ron Paul to Headline Jason Hartman’s Meet the Masters

2018’s Meet the Masters event was already packed with great speakers like Jason Hartman, Garrett Sutton, Brian Smith, Danielle DiMartino-Booth, John Burns, and more. Today, Jason Hartman is proud to announce that former Congressman (and America’s foremost advocate for libery) Ron Paul will be joining the fold to headline the event.

Ron Paul was most recently a Republican candidate for President in 2008 and 2012, and served in the US House of Representatives for Texas for more than 25 years in all. He is a critic of policies like the USA Patriot Act and has criticized the federal governments fiscal policies a multitude of times. He’s also outspoken against Federal Reserve, and the US tax code.

Website:

www.JasonHartman.com/Masters

www.CampaignForLiberty.org