Angelo Robles Podcast

Utopia or Dystopia? How to Invest Through 2029 Amid Elections, War, AI, Dollar Decline & Gold Surges Featuring: David Hunter' Contrarian Macro Strategist w/50 Years on Wall Street As we approach the next decade, unprecedented economic and geopolitical challenges are at our doorstep. In this special podcast, I was joined by David Hunter, a seasoned macro strategist with five decades of Wall Street experience, to explore how family offices and investors can navigate this turbulent landscape. This is a can't miss in-depth conversation with one of Wall Street's most experienced and contrarian voices! We'll delve into critical questions, including: * You've predicted a significant market melt-up followed by a crash around 2025—what key factors drive your confidence in this timeline, and is there any scenario that would force you to reconsider? * What specific economic or geopolitical signals would cause you to revise your forecast for a market collapse? * The Federal Reserve's data is often scrutinized. How do you differentiate between reliable data and noise in their reports? * Which three economic indicators do you prioritize most in assessing market health, and why are they critical to your predictions? * With BRICS nations moving toward a new payment system, when do you foresee the end of U.S. dollar dominance, and what will the global financial order look like post-dollar? * Is hyperinflation a legitimate threat to U.S. assets, and if so, what would be the trigger point? * You've warned of the biggest market crash in history 80%—how will this impact global markets, and will the rest of the world face similar devastation? * For family offices with portfolios heavily denominated in U.S. dollars, how concerned should they be about currency risk as the dollar weakens? * How do you assess leverage and counterparty risks for family offices, especially during a potential melt-up and subsequent downturn? * What would cause the U.S. dollar to lose its reserve currency status, and what could realistically take its place within the next decade? * Are commodities like gold, oil, and copper reliable hedges against inflation, and how do farmland and businesses with pricing power compare? * Do you believe the price of gold is being suppressed, and if so, when will central banks stop hoarding gold, leading to a potential price explosion? * Is Trump running against Kamala or is he running against a system that requires a candidate they can control, which means having original ideas is a disqualification? * Are companies like Amazon, Meta, and Alphabet too entrenched to fail, or do you see vulnerabilities that could disrupt their dominance? * If your predictions of a melt-up followed by a crash come true, will gold and silver miners outperform the commodities themselves, and why?

Why and How Family Offices Should Own and Store Gold (You're Not Doing This) Most family offices own gold, but they're doing it wrong. Gold is an essential asset, but the way you own and store it can make or break its role as a true hedge. Discover the powerful story behind VON GREYERZ, the family-run business that redefines gold ownership with the world's largest private, nuclear-proof vault outside the banking system. It's time to learn how to protect your wealth with gold in the right way. This is more than just owning gold—it's about protecting your family's legacy in the face of rising global risks. We discuss: * With central banks accumulating gold reserves at unprecedented levels, what signals are they responding to, and how should family offices interpret this behavior for their own portfolios? * Given the long-standing debate over gold's role as an inflation vs. deflation hedge, how do you see gold performing in a prolonged stagflation scenario or during rapid economic contraction? * In light of increasing geopolitical instability and the rise of multipolar global powers, how do you assess gold's future as a safe-haven asset? Are traditional assumptions still valid in this shifting landscape? * How do you view the relationship between fiat currency debasement and gold's trajectory over the next decade, particularly in economies that are highly leveraged and reliant on aggressive monetary policies? * With BRICS nations discussing a potential global currency backed by commodities, including gold, how would such a development reshape the global monetary system and impact gold's valuation and liquidity? * Is the current pricing of gold artificially suppressed by market mechanisms like derivatives and futures contracts? If so, how might a major financial or geopolitical event 'unlock' gold's true value in the market? * What are the most critical risks family offices face with physical gold ownership, especially when it comes to storage and counterparty risk, and how can they effectively mitigate these risks in today's environment? * If gold were to reach $5,000 an ounce, what specific macroeconomic and geopolitical conditions would need to be in place? Are we currently on a trajectory where such a price point is realistic within the next decade? * How do you compare the role of gold versus other hard assets, such as real estate or natural resources, in a portfolio designed to withstand black swan events like WW3 or a systemic global financial collapse? * In the context of gold mining investments, do you see gold miners providing a superior risk-adjusted return compared to physical gold ownership, and how should investors weigh operational risks against potential gains? These questions probe the strategic, geopolitical, and economic intricacies surrounding gold, offering a well-rounded discussion that moves beyond basic assumptions! #familyoffice #gold #angelorobles #familyofficetv #sfocontinuity

Dynastic Family Member Discusses Biggest Threats to Family Offices For seven years, I've anticipated this moment with Jim Blom. The world teeters on the edge of volatility, with chaos at every turn. In our conversation, I will push Jim with direct, unyielding questions, honing in on the geopolitical, economic, and investment threats that loom large over family offices. This is the time for clear-eyed, decisive insight—no stone will be left unturned! Some of my questions to Jim include: * Does the 'state' fill the void of provider and protector in exchange for freedom for a growing percentage of the population? * Is the most effective way to destroy people is to deny and obliterate their own understanding of their history * Is Western European beyond the point of return? * From the perspective of evolution… mating, not survival, is the name of the game, true or false? * Why without a unifying morality, societies will fall apart? * Is our day in the U.S. coming when taxes won't even cover the interest on our debt. In the next ten years we'll spend $10.5 trillion on interest payments * Is Trump running against Kamala Harris or is he running against a system that requires a candidate they can control, which means having original ideas is a disqualification? * What would be the consequences if unrealized capital gains were taxed? AND do you agree its being presented as a tax the rich but will eventually be used to confiscate assets from the middle class? * You say the biggest threat to family offices is liquidity, what do you mean? * A Fortune 500 CEO in food and agri-business stated, "We have fought many wars over oil. We will fight bigger wars over food and water." He linked this to government intervention, protectionism, and commodity surpluses. Is he right how will this play out? * Does the powers that be suppress the price of gold and once the central banks are all done hoarding will it explode to 5-10k an ounce? * The price of home insurance is increasing at an alarming pace could this eventually cause the average American to have to sell their home because they cannot afford the insurance? * Is this part of the master plan? After all private equity is one of the largest landlords. * Are the Venezuelan gangs taking over apartments in Aurora Colorado and the Hells Angels attempting to intervene, the start of war on U.S. soil? * Do family offices need an onshore and offshore plans around assets, strategies, resources and operations? Don't costs go up drastically when risks are imminent? And MUCH more! #familyoffice #familyofficetv #angelorobles #sfocontinuity

22-Year Old Next-Gen Discusses Family Offices, Geopolitics, Gold and Bitcoin! Join me in this insightful and provocative discussion with Thaddeus Cook, a 22-year-old rising star from the Cook Family Office. This conversation promises to delve deep into the intersections of economics, geopolitics, and the ever-evolving landscape of investing. As a member of Generation Z, Thaddeus brings a fresh perspective to critical issues, offering unique insights into the future of family offices and the role of the next generation in shaping that future. * Is Trump an existential threat to democracy, or is this a narrative designed to influence perception? * In a world fraught with turmoil, can Harris truly lead America, or are her leadership capabilities being overestimated? * What are the biggest challenges Democrats and Republicans face with Generation Z, and how can they bridge the gap? * How do you, as a member of the rising generation, define and discover purpose in a world full of distractions? * What strategies do you recommend for effectively incorporating the next generation into the fabric of family enterprises? * What advice would you give parents aiming to raise productive, purpose-driven children in today's complex world? * How crucial is mindset in determining success, and what practices help cultivate a winning mindset? * In today's globalized world, how do you decide where to live and work for maximum impact and satisfaction? * What are the unique strengths and potential pitfalls of Generation Z that older generations might not fully understand? * How did you acquire essential knowledge and skills that formal education didn't teach you, and what can others learn from this? * If you could revamp the education system, what changes would you implement to better prepare future leaders? * What are the benefits of concentrating your investments, and how do you manage the risks involved? * Which macro indicators do you monitor closely, and why are they significant in your investment strategy? * How do you sharpen your critical thinking skills to make better decisions, and how can others do the same? * In an age of overwhelming information, how do you avoid paralysis by analysis and take decisive action? * Are you invested in gold, and if so, what role does it play in your overall strategy? * What excites you most about the current developments in cryptocurrency, and where do you see the greatest opportunities? * Are NFTs a passing fad, or do they have lasting value? What's your take on their future? * How are you investing in AI, and what do you believe will be its most significant impact on the economy? * How do you envision the world changing over the next 10 to 20 years, and how are you positioning yourself to benefit? * When do you think fusion energy will become a reality, and what impact will it have on the global economy? * Is inflation primarily driven by energy costs, monetary policy, or supply and demand dynamics? * Which stocks are you most bullish on, and what factors make them compelling investments? * Is the bigger risk investing in cryptocurrencies like Bitcoin, Ethereum, and Solana—or not investing in them at all? * What are your thoughts on China's rise, and how should investors prepare for potential shifts in global power dynamics? * What are your views on the ongoing conflict between Russia and Ukraine, and how do you see it evolving? * What do you predict will happen to the U.S. dollar as global economic conditions shift? * Why is CRISPR and AI-powered DNA editing so important, and what ethical considerations should we be aware of? * Are we witnessing a psychological operation targeting youth through social media and big tech, and what are the implications? * Will the future of Single Family Offices include AI experts, crypto specialists, and AI-driven investment strategies? * With decisions increasingly based on historical data, what role do human investors still play, and why is it critical? * Is avoiding foolish mistakes more important than making brilliant moves in the investment world? * Is Israel losing the public relations battle, especially among global youth, and what are the long-term implications? * If governments continue printing money to fund major projects, how will this reshape the economy? * Given the deep economic ties between the U.S. and China, should we really be concerned about a potential invasion of Taiwan? * What are your thoughts on the development of advanced humanoid robots like Figure 02, and their role in the future? * John Fowles warned that high intelligence can subvert the will to act—how do you stay decisive in a world full of possibilities? * Are we headed towards a hot war between the U.S. and China, and what would be the consequences of such a conflict? * Will China surpass the U.S. as the world's largest economy by 2033, and how should we prepare for this possibility?

Navigating the Complex World of Macro Economics and Geopolitics: A Deep Dive with James Fishback In today's rapidly changing world, family offices face an unprecedented array of challenges, from inflation and interest rate volatility to geopolitical upheavals and shifting global policies. To shed light on these critical issues, I'm thrilled to welcome James Fishback, Co-Founder and CIO of Azoria Partners, to this in-depth interview. James Fishback brings a wealth of experience to the table, having co-founded Azoria, a multi-asset investment firm that is pioneering the first-ever discretionary macro ETF focused on large-scale shifts in technology, geopolitics, and global fiscal and monetary policy. His insights are invaluable for family offices seeking to navigate an increasingly unpredictable global landscape. We discuss: * Inflation, Interest Rates, and Geopolitical Risks * The Yen Carry Trade and Market Hysteria * What Impact Could the U.S. Presidential Election Have on Family Office Investment Strategies? * Political Bias in the Federal Reserve * The Unsustainable Path of U.S. Fiscal Policy * The Illusion of Wealth and the Risk of Social Unrest * Key Indicators for Macro StrategistsIs * Real Estate, Particularly Farmland, a Better Inflation Hedge Than Stocks for Family Offices? * Why Are the Major Stock Indexes So Hard to Beat? * Adapting to Geopolitical Volatility * Inflation, Currency Volatility, and Black Swan Events * What are the Long-Term Economic Impacts of AI and How Should Family Offices Position Themselves Accordingly? * Oil, Gold and Bitcoin, James Shares His Perspective on Portfolio sizing/Positioning * Lessons Learned in Argentina With Javier Milei * What's the Cost of NOT Owning Assets That Rise Drastically? * The Critical Importance of Financial Disaster Preparedness Throughout our conversation, one theme remains clear: the importance of being prepared. Whether it's understanding the risks posed by geopolitical shifts, adapting to new economic realities, or staying vigilant in the face of market volatility, James Fishback provides a compelling case for why family offices must adopt a proactive approach to managing their wealth in an uncertain world. Conclusion This interview offers a comprehensive look at the macroeconomic and geopolitical challenges facing family offices today, with James Fishback providing expert insights that are both timely and essential. As we move forward, it is clear that traditional strategies alone will not suffice—adaptation, foresight, and a willingness to embrace change are the keys to success in this new era. Join us for this enlightening discussion and equip yourself with the knowledge to navigate the complexities of the modern economic landscape. #familyofficetv #familyoffice #angelorobles