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Please note: The Frank Talk articles listed below contain historical material. The data provided was current at the time of publication. For current information regarding any of the funds mentioned in these presentations, please visit the appropriate fund performance page.
- When Will Business Travel Recover? Sooner Than You Might Think
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- June 21, 2021
More than 2.1 million people boarded scheduled flights in the U.S. on Sunday, a 160% improvement from where we were at the beginning of the year. Leisure travel is mostly back as California and New York reopen their economies and as the European Union (EU) formally adds the U.S. to its list of countries approved for entry.
- Can't Decide Between Gold or Bitcoin? Why Not Both?
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- June 17, 2021
Two years ago this month, the billionaire hedge fund manager said that was his favorite trade in the next 12 to 24 months due to geopolitical disruptions, among other factors. The yellow metal “has everything going for it,” he told Bloomberg.
- Transitory or Not, Inflation Is Here. It Could Be Much Higher Than You Realize
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- June 14, 2021
I’ve been writing about the possibility of higher inflation for months, and now it looks to have finally made landfall. May’s headline consumer price index (CPI) came in at 5% year-over-year, the highest in over a decade.
- El Salvador Just Adopted Bitcoin as Legal Tender. Here's Why Other Countries May Follow Suit
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- June 10, 2021
El Salvador is the smallest country in Central America, smaller than the Commonwealth of Massachusetts, and yet it just did something very big. This week it became the world’s first country to adopt Bitcoin as legal tender, marking a huge turning point for the cryptocurrency.
- European Union Members Ready to Begin Accepting American Travelers
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- June 7, 2021
As some of you know already, I was in Miami this past weekend attending Bitcoin 2021. I’ll share my takeaways in a Frank Talk later this week, but for now, I’ll say that the conference was a huge success, attracting a record 12,000 attendees. Whereas the conference in 2017 largely focused on Bitcoin’s price, this year’s focused on Bitcoin’s value—which are two very different things.
- The Race for Copper, the Metal of the Future
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- June 1, 2021
The International Energy Agency (IEA) was founded in 1974 in response to oil embargos the previous year that caused the global price of oil to surge 300% from $3 per barrel to $12 per barrel. From the start, the IEA’s mission has been to help member nations deal with major oil supply disruptions.
- Luxury Goods Sales Projected to Recover to 2019 Levels This Year
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- May 27, 2021
A new report published in May says that global sales of luxury goods have a shot at fully recovering to 2019 levels this year. Consultancy firm Bain & Company believes there’s a 30% probability that the luxury market could meet or exceed $340 billion in sales of high-end items such as apparel, handbags and jewelry, which would be the most in two years.
- Institutional Investors Are Rotating out of Bitcoin and into Gold
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- May 24, 2021
One of the biggest reasons why people invest in assets like gold, Bitcoin and altcoins is because they act as hedges against bad government policy. Look at Venezuela. The beleaguered country’s currency, the bolivar, isn’t worth the paper it’s printed on due to draconian socialist policies. As such, an outsized percentage of Venezuelans rely on Bitcoin as a store of value and to help make ends meet.
- Note to Elon: Crypto Miners Are Part of the Solution to Curbing Greenhouse Gas Emissions
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- May 17, 2021
In a tweet on Wednesday, the self-proclaimed “Technoking of Tesla” said his company—which announced in February that it bought $1.5 billion in Bitcoin—would be suspending vehicle purchases using the cryptocurrency. Musk cited crypto miners’ “increasing” use of fossil fuels, particularly coal, “which has the worst emissions of any fuel.”
- No Country Has Ever Taxed Itself into Prosperity
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- May 10, 2021
Violent protests have erupted in the streets of Bogota, Cali and other cities in Colombia. The immediate cause? Proposed reforms to the South American country’s tax system, which would have lifted taxes on everything from salaries and dividends to fossil fuels, single-use plastic items and more.
