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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Upthinking Finance™ is now trademarked Today’s guest is Charles Hugh Smith, a returning voice of insight and critique. As the founder of the long-running blog OfTwoMinds and a published author, Charles has explored the intersections of society, economics, and technology since 2005. His thought-provoking work is featured across platforms, including …
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Tariffs, Inflation, and the Death of Globalization with Alex Krainer, Ep #69
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46:32Upthinking Finance™ is now trademarked 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 I-System Trend Following, an innovative strategy focused on market trends. He’s authored several books on market dyna…
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An Economic Update with Julia Hermann, CFA, Ep #68
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43:26I’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” podc…
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Saving Souls at Underground Ministries, Ep #67
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34:05In 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. Thr…
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How do we reinvigorate a global resistance that seems to have lost its way? In this thought-provoking episode of UPThinking Finance®, John Waters reflects on the challenges facing modern movements for change. Drawing comparisons to the unity and purpose of past revolutions, like the Velvet Revolution of 1989, Waters questions why today’s resistance…
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Today’s guest is economist Lyn Alden, an independent analyst and founder of Lyn Alden-Investment Strategy, where she publishes monthly research reports for both retail and institutional investors. With a background in electrical engineering and a master’s in engineering management specializing in financial modeling, Lyn excels at breaking down comp…
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Seeking a Culture of Honor and Integrity with Charles Hugh Smith, Ep #64
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54:35Today, I want to share a message of hope—one that invites us to reflect on what progress truly looks like in our world today and how it should look moving forward. To help explore this topic, I’m joined by my business partner, Amy LeNoble, and returning guest Charles Hugh Smith. Charles has been writing about social, economic, and technological tre…
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In today’s episode, we dive into the significance of the 2024 Presidential Election. While every election impacts the country, this one feels especially critical, with far-reaching consequences that extend beyond U.S. borders. Our guest is Alex Krainer, a former hedge fund manager, market analyst, and creator of the I-System trend-following model. …
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Fiat, Quant, and “Why Now” with Charles Ashley, Ep #62
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56:22Today's episode is for anyone interested in learning about the intricacies of investing in the financial markets. Are you wondering what the fiat currency system is, or are you curious about how financial analysis works? We explore perspectives on the currency market and how it impacts investment strategies. We discuss the complex relationships bet…
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An Economic Update with Peter Cavelti, Ep #61
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49:13Is the U.S. economy heading for a crisis, or is it still the safest bet in the global marketplace? Peter Cavelti, an expert with over 50 years of experience in investment and geopolitical analysis, returns to talk about the Fed's recent rate cut, the future of the U.S. dollar, and global economic shifts. In our wide-ranging conversation, Peter goes…
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A common theme among the guests of UPThinking Finance™ is that the global economy is derailing, and wealth and inequality are leading us to a day of reckoning. However, this sense is not just about monetary implications—there is a spiritual element as well. There’s a concern that a personal consciousness or self-awareness is needed to create a glob…
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Getting Real with John Waters and Alex Krainer, Ep #59
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1:00:49How will the upcoming US elections impact the geopolitical landscape? We recently saw an attempt on former President Trump’s life. Biden “bowed out” of running for another term. How does that play a role in upcoming elections? We’ve seen and continue to see the pollution of elections worldwide. Will things change? John Waters and Alex Krainer retur…
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What is the status of Central Bank Digital Currencies (CBDCs)? How could creating global division ultimately lead to humanity’s loss of control? How can we open our eyes and really see what’s going on before it’s too late? In this episode of UpThinking Finance™, Melissa Ciummei—an independent investor and researcher in Northern Ireland—returns to r…
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Checking in with Tom Luongo, Ep #57
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1:03:00Tom Luongo is a former research chemist and part-time goat farmer. He publishes the “Gold Goats ‘N Guns” blog, a monthly newsletter, and records podcasts. His work is also published in Bitcoin magazine and syndicated regularly on sites like ZeroHedge, Investing.com, etc. Tom has a unique way of connecting geopolitical dots. In this episode of UPThi…
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Cynthia Chung’s education taught her that energy consumption is destroying our world. It taught her that the hole in our ozone layer was growing. It taught her that the destruction of rainforests was wreaking havoc on humanity. Industry was portrayed as something that killed anything it touched. Cynthia’s research paints a far different picture. Cy…
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Checking in with Richard Laterman, Ep #55
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45:49Richard Laterman is a Portfolio Manager at ReSolve Asset Management, Inc. with 18 years of investment experience in capital markets. He has the unique ability to take complex information and boil it down into something concise and understandable. In his role, he provides us with invaluable information about geopolitical events, economic events, and…
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Checking in with Charles Hugh Smith, Ep #54
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52:47Can we find an answer to the world’s ills? Is a return to a gold standard feasible? Can we keep our current system from imploding? Do we even want to? In this conversation, Charles Hugh Smith gets into the weeds on the socioeconomic issues we’re facing. We talk about whether or not a new economic system is the answer or if a focus on relocalization…
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Running Money with Charles Heenan, Ep #53
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49:42Inflation continues to rise. Interest rates are at 30-year highs. Gold is at all-time highs. There’s geopolitical conflict and confusion everywhere. Yet most global equity markets continue to go up. Where do you turn to get rational analysis, advice, or opinions? Today’s guest brings three decades of experience to the equation. Charles Heenan is th…
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Basis Points: Talking Fed with Kevin Flanagan, Ep #52
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39:40Kevin Flanagan started his career as a Fed watcher i.e. money market economist working on the trading floor. As a fixed-income strategist, he looks at things from a broad perspective because numerous things impact the bond market—economics, geopolitics, elections, etc. All play a role in how the bond market and interest rates are developed. He foun…
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This episode marks the second anniversary of UPThinking Finance™. Alex Krainer was our guest for our first anniversary, so it made perfect sense to invite him back again. In this episode of UPThinking Finance™, he speaks on both financial topics and the ever-changing geopolitical landscape. You will want to hear this episode if you are interested i…
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Our thoughts and ideas are being molded through the clever use of psychology. Our enemies aren’t generals and admirals but behavioral scientists and psychologists. They know how the brain operates and how to manipulate it. In 2010, after years in the music industry, DJ Mark Devlin underwent a “conscious awakening.” He started to study the mainstrea…
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The media is completely disconnected from reality. We’ve all known it for a while. The challenge becomes—if we don’t trust the news—where do we source information? How do we filter it? How do we discern the truth? When did spreading propaganda begin? When did the news become a source we could no longer trust? Michelle Stiles wrote the book, “One Id…
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The Library of Mistakes with Russell Napier, Ep #48
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49:30If there was ever an industry where history repeats itself, finance is at the top of the list. Russell Napier has worked in investing for over 30 years. He’s written exceptional books, including “The Anatomy of the Bear” and “The Asian Financial Crisis.” He’s the Founder and Course Director for the Practical History of Financial Markets, an online …
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I often feel like I’m living two lives. There’s the world I live in that I can see around me. Then there’s the world I can’t see but can feel in my heart. The gap between them seems to be getting wider and wider. Something is amiss. Is there a day of reckoning coming? Is change going to happen? John Waters is a man who isn’t afraid to speak the tru…
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Peter Cavelti is a financial advisor who shares a similar worldview as we do. He was one of the first investment managers to recognize some of the defining trends of our time, such as the ascent of emerging economies and the dramatic reversal of globalization. In this episode of UPThinking Finance™, we have a conversation about his career, his opin…
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The Great FreeSet with Dr. Tess Lawrie, Ep #45
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41:03Dr. Tess Lawrie is the Founder and Director of The Evidence-Based Medicine Consultancy (EBMC). She also sits on the steering committee for the World Council of Health, which sponsors The Better Way Conference. She is committed to improving the quality of healthcare through rigorous research. She envisions a healthier world in which science and lear…
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Wealth planning is an exercise in risk management. Our role as advisors is to manage risks for our clients. We place our clients and their goals first. That means that we do things differently than most. In this episode of UPThinking finance™, Amy and I will share why “This time is different” and how we operate, keeping our client’s best interests …
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The Psychology of Foresight with John Smart, Ep #43
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47:44Foresight is an act of thinking about and looking toward the future. Those who engage in foresight are working toward building the future, not just predicting what may happen. Today’s guest, John Smart, has a Master’s Degree in Future Studies and 22 years of experience as a Foresight Consultant. John’s mission is to help others achieve more adaptiv…
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A Message of Unity and Hope with Alex Krainer, Ep #42
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51:09For the last 400–500 years Western Powers controlled and dominated global trade and finance. Alex Krainer believes that the current empire is coming to an end. The world is shifting, both politically and economically. He also believes that these inevitable processes are leading us toward better things. It may seem that the world is falling apart bu…
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Adaptive Asset Allocation with Mike Philbrick, Ep #41
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52:09Almost every financial services firm does the same thing for people. They’re operating following same-old same-old principles. Why is it a problem? Firms are seeking ways to differentiate themselves but are doing so in external ways. Some are trying to leverage technology. Others are focusing on credentials that set them apart. Measuring performanc…
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In today’s interview, you’ll get to meet my business partner: Amy LeNoble. Amy always dreamed of becoming a professional dancer. She attended Loyola Marymount University to pursue her vision, graduating with a bachelor’s degree in dance (while minoring in business administration). But Amy also developed a passion for finance. Over the last nine yea…
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A Better Way with Christof Plothe, D.O., Ep #39
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48:52Christof Plothe, D.O. is a Dr. of Osteopathic Medicine who currently works as a naturopath in Germany. He’s authored and co-authored numerous books and studies. He currently serves as a steering committee member of the World Council for Health, which is a global coalition of health-oriented organizations and civil society groups designed to inform …
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As Goes Ireland, So Goes the World, Ep #38
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44:21In the early 1980s, John Waters—an Irish thinker, talker, and author—was a correspondent for Ireland’s “The Hot Press,” a Rock & Roll newspaper. He contributed reviews and interviews and wrote a regular radio review column. He shifted the paper from rock and folk music to a wider engagement with politics and culture. He’s written several books, inc…
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The Economics of Gambling with Marty Goldman, Ep #37
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45:30Have you ever thought about the impact that gambling has on the global economy? Jeremy Olson, with Online United States Casinos, points out that casino gaming and sports betting are multi-billion-dollar industries. And each nation has its own laws about gambling and takes its own approach based on cultural preferences. But what are the economics of…
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Gangs & Healing: A Return Visit with Underground Ministries, Ep #36
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34:13Alex Sanchez grew up in an area where drug use, gangs, poverty, and racism were a part of everyday life. He lost his dad at the young age of two. He just wanted to be accepted, but society rejected him. But the gang culture accepted him. He was constantly told he wasn’t going to amount to anything. He lived into what they said he would be. His aggr…
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CBDCs and the Coming Reset with Melissa Ciummei, Ep #35
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39:58Is the fiat currency system about to implode? Could Central Bank Digital Currencies (CBDCs) be the financial system of the not-too-distant future? What would be the long-term ramifications of CBDCs? Melissa Ciummei—an independent investor and researcher—joins me in this episode of Upthinking Finance™ to discuss the implications of CBDCs and the glo…
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The Economics of Big Pharma with Deanna McLeod, Ep #34
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51:09Have you ever wondered whether or not a vaccination that you get every year is necessary? Have you questioned the logic of sticking our children with needles within days, weeks, and months after birth? Have you hit the realization that big pharma might not be helping us but simply trying to make a profit? Leveraging her degrees in psychology and im…
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The Spiritual Side of Wealth Part II, Ep #33
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29:38What does the scripture about tithing really mean? Can we be in alignment with God if we embrace success and abundance? These are just a couple of the questions that Reverend Dale Allen Hoffman tackles in part II of “The Spiritual Side of Wealth.” (If you haven’t listened to part one, make sure to check it out). Dale Allen Hoffman is a world-renown…
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The Spiritual Side of Wealth Part I, Ep #32
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44:10How do you build the kingdom versus simply trying to build wealth? Today’s guest will help us navigate the dynamics of the spiritual side of wealth. Reverend Dale Allen Hoffman is a world-renowned author, actor, musician, performance artist, and professional speaker. He’s also the author of “Echoes of an Ancient Dream: Aramaic Toning on the Path of…
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CrossFit Modern with Jason Jamison, Ep #31
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44:55I’ve been lifting weights since my early 20s. I’ve done everything from playing basketball to mixed martial arts. Recently, I found CrossFit. Running a gym as a whole is a difficult business to manage. Jason Jamison and his wife Tessa are co-owners of the CrossFit Modern gym in Long Beach, CA. Jason played hockey when he was nine. He taught P90X cl…
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All Season Investing with Paul Strehle, Ep #30
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40:46Behavioral finance emerged in the late 80s to address why people make the investment decisions they make. According to DALBAR, the S&P 500 averaged 9.5% in 2021 and the average investor only averaged a return of 3.6%. The question becomes, what happened to that extra 5.9% of gains? The role of emotion in making decisions when to buy and sell is sai…
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The Iditarod is a sled dog race that covers 1,000 miles of Alaska that happens every March (and just celebrated its 50th anniversary). Dallas Seavey is the youngest ever to run and win the race, accomplishing this at age 25. Now 36, he’s only the second Iditarod racer to win the race five times. In this episode of Upthining Finance™, Dallas brings …
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Over the years we’ve been married, we’ve been blessed to have five cats and seven dogs. We rescued all but one of them. We adopted two of them from Shadow Husky Rescue—Hatchi and Storm. Today’s guest Tim McVicker—also known as Master Wolf ™—is the President of Shadow Husky Rescue, the #1 Husky Rescue in California. Shadow Husky Rescue’s mission is …
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The people I’ve interviewed are inspiring. They aren’t just in this field for financial gain but are passionate about what they do. One year ago I had my first interview with Alex Krainer. In honor of the anniversary of this podcast, Alex Krainer will join me again. Alex is the founder of Krainer Analytics and the creator of I-System Trend Followin…
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What do you know about gold? Why is it an asset that we see as valuable? Why are people drawn to it in times of uncertainty? Gold is often touted as a hedge against inflation. So is an investment in Gold worth it? Max Belmont—a Senior Research Analyst with First Eagle Management—joins me in this episode to cover all things AU 79. You will want to h…
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Financial Wisdom We Learn From Nature with Aaron Bott, Ep #25
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40:55As humans, when should we be concerned about our impact on nature? I think there is an argument to be made for balance. I respect animals and their role on this earth. I believe they have souls and a purpose just like humans. Today’s guest, Aaron Bott, is going to help us navigate the economic and ecological concerns of humans interacting with natu…
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Come Sail Away with Tim and Stephany, Ep #24
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41:58Tim & Stephany Mauer discovered the British Virgin Islands in 2000 while on a charter. The experience was intoxicating and changed the course of their lives. They made it their goal to buy a boat and spend their years sailing the Caribbean islands. In this episode of Upthinking Finance™, they share how they made their dream a reality. You will want…
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Of Two Minds with Charles Hugh Smith, Ep #23
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43:38Today’s guest is Charles Hughes Smith, who’s been writing about socioeconomic and technology trends since 2005 on his blog, “Of Two Minds.” His blog hosts over 4,000 pieces of original content. His work is also on Patreon and ZeroHedge. Charles seeks to understand why our sociopolitical and economic systems are failing and lays out alternative ways…
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I received my first securities license 30 years ago. Over these years, I’ve been exposed to many investment options. I’ve never been drawn to taxable bonds as an investment option. In my opinion, they’ve never been a good hedge against inflation and just don’t make sense. You’re giving the government money without any idea what it will be used for …
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Steve Knight has been in the aviation industry for 50 years. He holds an airline transport pilot certificate, a commercial pilot certificate, a flight engineer certificate, and a certified flight instructor certificate. He’s flown more than 22,000 hours on seven types of aircraft, all over the world. He’s been Chief Pilot, Director of Operations, F…
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