by Emerson Fersch
A Podcast that offers a unique and discerning view of economics and financial planning Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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April 16, 2025
<p>Upthinking Finance™ is now trademarked</p><p>It’s a pleasure to welcome back to the show, Mr. Alex Krainer, a highly respected expert in finance and economics. A former hedge fund manager and portfolio manager, Alex is also the founder of<a href="https://isystem-tf.com/" rel="noopener noreferrer" target="_blank"> I-System Trend Following</a>, an innovative strategy focused on market trends. </p><p>He’s authored several books on market dynamics and economic trends, and his insights are in high demand, often featured on podcasts worldwide. Beyond his professional success, Alex is a devoted father of two. Today, we’re excited to have him return to share his expertise and valuable perspective with us again. </p><h2>You will want to hear this episode if you are interested in...</h2><ul><li>Welcome to Upthinking Finance (00:00)</li><li>How can tariffs be inflammatory (1:50)</li><li>Impact of FIAT currency manipulation (5:45)</li><li>Weak currencies of other countries (9:00)</li><li>Could tariffs lead to something better? (15:50)</li><li>Is globalization dead? (23:00)</li><li>Remove emotion out of investing (35:04)</li><li>Why you should follow trend investing, now (41:20)</li></ul><br/><h2>How Tariffs Can Be Inflammatory</h2><p>Is it beneficial for commodity-driven inflation? Does a weak dollar mean a better market? Alex shares with us how tariffs can cause inflation because they raise the price of imported goods, and domestic companies often raise their prices because they face less competition. Plus, without cheap imports, the pressure to keep prices low disappears, leading to higher costs overall.</p><p>He explains that while tariffs could theoretically weaken the dollar and make U.S. exports cheaper, he is skeptical about how much this will benefit the U.S. economy because other major currencies are also weak. He also believes that the real impact will be on commodity prices, potentially leading to inflation and that the broader global economic situation makes the future outcome uncertain. </p><h2>Death of the Global Market?</h2><p>Alex forewarns us that globalization, as we know it (especially the version driven by powerful corporations, elites, and big banks), is either dead or in its dying agony. Essentially, the model where large multinational corporations and too-big-to-fail banks controlled global trade is no longer sustainable.</p><p>However, Alex doesn’t believe globalization itself is completely gone. He sees a new form of globalization emerging, driven by entrepreneurs and technology. It’s decentralized, more accessible, and allows ordinary people to create businesses and jobs globally. While the collapse of the old systems may be messy, it’s giving way to a new, hopeful future that’s just taking shape. This new globalization is more personal, meaningful, and decentralized. It allows ordinary people to connect worldwide, create value, and improve their own lives without relying on big corporations. Alex believes this shift is liberating because it gives people more control over their futures, allows them to innovate, and helps them transcend the old, corporate-driven systems that have dominated for so long.</p><h2>Why Trend Investing is Important Now</h2><p>Alex advises that following trends has always been the most reliable way to make money in the markets. Trends reflect collective human psychology. For example, when people see housing prices going up or a company succeeding, they tend to jump in, further driving up the value. These trends can create big investment opportunities.</p><p>One key point Alex makes is that long-term trends are the most powerful drivers of investment success, and those who ride trends tend to do better than most investors who focus on predicting short-term market movements.</p><p>In terms of practical investing, Alex suggests diversifying across multiple markets like energy, metals, commodities, and stocks, and capturing trends when they happen. This approach has been...
March 21, 2025
<p>I’m excited to welcome Julia Hermann, CFA, Global Market Strategist at New York Life Investments, to today’s episode. As a director on the Global Market Strategy team, Julia provides valuable economic research, asset allocation insights, and thought leadership that help guide investment decisions. She’s also the co-host of the “Market Matters” podcast.</p><p>Before joining New York Life, Julia worked as a Global Market Strategist for an emerging markets equity fund. She’s a CFA Charterholder, a summa cum laude graduate from the University of Notre Dame, and holds a Master’s in International Economics from Johns Hopkins SAIS. Today, Julia will share her insights on global market narratives and their impact on investment strategies moving forward.</p><h2>You will want to hear this episode if you are interested in...</h2><ul><li>Welcome to UPThinking Finance (0:00)</li><li>How Julia discovers what information is important to investors (1:30)</li><li>How should people develop a reliable market view? (7:00)</li><li>The narratives Julia believes have a significant impact on market decision-making (8:30)</li><li>Julia’s research strategies about USA Federal debt (10:10)</li><li>AI’s influence on the market (16:10)</li><li>Impacts of tariffs on businesses and the market (25:00)</li><li>Global markets exploring alternatives to the US dollar (31:40)</li></ul><br/><p>Julie Herrman is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.</p><p>Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.</p><p>The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. </p><h2>Resources & People Mentioned</h2><ul><li><a href="https://www.newyorklifeinvestments.com/insights/market-matters-podcast" rel="noopener noreferrer" target="_blank">Market Matters Podcast</a></li></ul><br/><h2>Connect With Julia Hermann, CFA</h2><ul><li><a href="https://www.newyorklifeinvestments.com/who-we-are/our-leaders/authors/julia-hermann#:~:text=Julia%20Hermann%20is%20a%20Global%20Market%20Strategist%20at,perspectives%2C%20and%20thought%20leadership%20to%20empower%20investment%20decision-making." rel="noopener noreferrer" target="_blank">Julia Hermann, CFA</a></li><li>Connect on <a href="https://www.linkedin.com/in/julia-c-hermann" rel="noopener noreferrer" target="_blank">LinkedIn</a></li></ul><br/><h2>Connect with Emerson Fersch</h2><ul><li><a href="http://www.ciadvisers.com/" rel="noopener noreferrer" target="_blank">Capital Investment Advisers</a></li><li>On <a href="https://www.linkedin.com/in/emerson-fersch-50128b21" rel="noopener noreferrer" target="_blank">LinkedIn</a></li></ul><br/><p><strong>Subscribe to </strong><a href="https://pod.link/1613783168" rel="noopener noreferrer" target="_blank"><strong>Upthinking Finance</strong></a></p><p>Audio Production and Show Notes by - <a href="https://www.podcastfasttrack.com/" rel="noopener noreferrer" target="_blank"><strong>PODCAST FAST TRACK</strong></a></p>
February 14, 2025
<p>In this episode of UPThinking Finance™, Chris Hoke shares the story behind Underground Ministries, an organization dedicated to helping incarcerated individuals reintegrate into society. Also joining us is Corrina Lozano, a former participant whose journey of struggle and redemption highlights the transformative power of the ministry’s support. Through their key programs—gang outreach and One Parish, One Prisoner—Underground Ministries is making a lasting impact on individuals and communities alike.</p><h2>You will want to hear this episode if you are interested in...</h2><ul><li>Underground Ministries with Chris Hoke and Corrina Lozano (00:00)</li><li>How the organization Underground Ministries got started (01:30)</li><li>Corrina Lozano’s story, from being served to serving others (05:30)</li><li>Barriers people getting out of prison face with housing (13:36)</li><li>Are barriers and stigmas changing? (22:18)</li><li>Intentional giving, telling your money where to go (23:50)</li><li>How Underground Ministries gets its funding (25:20)</li></ul><br/><p>Chris Hoke and Corrina Lozano are not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.</p><p>Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.</p><p>The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. </p><h2>Resources & People Mentioned</h2><ul><li><a href="https://www.youtube.com/watch?v=pp7iUoYk6JQ" rel="noopener noreferrer" target="_blank">Checking in with Charles Hugh Smith, Ep #54</a></li><li><a href="https://www.barnesandnoble.com/w/thoughtful-giving-peter-c-cavelti/1146027264" rel="noopener noreferrer" target="_blank">Thoughtful Giving by Peter C Cavelti</a></li></ul><br/><h2>Connect with Chris Hoke and Corrina Lozano</h2><ul><li><a href="https://www.undergroundministries.org/mission" rel="noopener noreferrer" target="_blank">Underground Ministries</a></li><li>Chris’s <a href="https://chris-hoke.com/" rel="noopener noreferrer" target="_blank">Website</a></li></ul><br/><h2>Connect with Emerson Fersch</h2><ul><li><a href="http://www.ciadvisers.com/" rel="noopener noreferrer" target="_blank">Capital Investment Advisers</a></li><li>On <a href="https://www.linkedin.com/in/emerson-fersch-50128b21" rel="noopener noreferrer" target="_blank">LinkedIn</a></li></ul><br/><p><strong>Subscribe to </strong><a href="https://pod.link/1613783168" rel="noopener noreferrer" target="_blank"><strong>Upthinking Finance</strong></a></p><p>Audio Production and Show Notes by - <a href="https://www.podcastfasttrack.com/" rel="noopener noreferrer" target="_blank"><strong>PODCAST FAST TRACK</strong></a></p>
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