Tom welcomes Michael Pento of Pento Portfolio Strategies back to the program. He explains his twenty-point model based on growth and deflation indicators to determine where the market is heading. The premise is that you want to ride key asset bubbles higher while being cautious of potential volatility. The global economy is based on sand, and when the storm comes, the foundation is washed away. When bond yields start disrupting credit markets, you want to take a much less risky approach with your investments.