Archives: Episode

In this compelling conversation, Andy Schectman, CEO of Miles Franklin, discusses the escalating geopolitical and economic shifts triggered by the BRICS nations (Brazil, Russia, India, China, and South Africa) and their increasing influence on global commodities, energy production, and the possible decline of the dollar. Schectman provides a critical analysis of the U.S. government's fiscal policy, the weaponization of the dollar, and the potential implications for global markets. Throughout, he stresses the importance of understanding the potential impacts of these changes, particularly in relation to the world economy and the future of the U.S. dollar.

This comprehensive discussion focuses on the uranium market, highlighting recent price movements, the impact of physical market dynamics, and various factors driving the sector's performance. The conversation explores the consolidation after a significant price surge, outlining the importance of the nuclear industry in energy security and environmental sustainability. Through examining the supply chain, including production challenges in Kazakhstan, the guest provides insights into the geopolitical aspects and their implications for future uranium prices. The dialogue also covers the importance of uranium for baseload power, particularly in the context of increasing demand from AI and data centers, alongside the potential for nuclear energy to play a crucial role in meeting global clean energy targets. Additionally, the conversation addresses the valuation of uranium equities, investment strategies, and the emerging trends pointing towards a long-term bullish outlook for the uranium and nuclear sectors.

In this informative discussion, Jim Curry, a Gold Wave trader, revisits the gold market's performance since their last discussion in Janurary. He presents a detailed analysis of gold's price movements through specific cycle patterns, including the 72-day and 310-day cycles, highlighting their dominance in the current market. Jim shares insights on the expected bottoms and reversal levels, particularly focusing on the gold market's trajectory into early to mid-2023. Additionally, he discusses the stock market briefly, anticipating a correction while projecting gold prices to potentially reach the 2300s before encountering a peak. The conversation is enriched with visual aids through three charts that Jim provides, elucidating his predictions and the reasoning behind them. This dialogue offers valuable perspectives for traders interested in gold's future movements and the underlying analytical methodologies.

Rick Rule and Andy in an in-depth discussion on silver and precious metals investing, highlighting historical gains from silver stocks and the potential for future returns. It covers the macroeconomic factors influencing metal prices, including Federal Reserve policies, inflation perceptions, and the impact of government actions on the U.S. dollar's purchasing power. The conversation shifts to strategies for investing in silver, with advice on selecting stocks ranging from major producers to smaller players. The script also includes an introduction to various resources, such as portfolio grading and investment education opportunities, aimed at helping investors make informed decisions in the natural resource sector.

This interview delves into the perspectives and experiences of Ian Everard of Ark Silver Gold Osmium, a precious metals specialist, discussing the current state and future of financial systems, currency debasement, and precious metals. Ian predicts increased financial repression and currency debasement in the United States, including new taxes. The conversation shifts to the physical market for precious metals, highlighting recent buying trends and the influence of market volatility on retail investors. Ian shares his journey from construction to precious metals, driven by concerns over fiat currency and the banking system. He emphasizes silver as a simple, effective means for ordinary people to preserve wealth. The dialogue then explores the potential shift towards digital currencies and the implications for the dollar. Additionally, Ian introduces osmium, detailing its rarity, properties, and applications in jewelry. The interview covers Ian's business operations, his advice for buying precious metals, and how to contact him for purchases.

we engage in a fascinating discussion with Christian Kargl - Simard, the CEO of Adventus Mining, covering the company's strategic moves since November, including a significant merger and securing an environmental permit. Christian opens up about the challenges of raising capital in a difficult market, leading to the merger with Luminex, which not only provided financial backing but also enhanced company relevance with a strengthened shareholder base. He shares insights into navigating the intricate Ecuadorian political and environmental landscape, acquiring final permits, and building strategic partnerships. Additionally, the conversation delves into the company's projection towards construction and production, capitalizing on Ecuador's evolving mining sector under a supportive government. The video concludes with Christian's optimistic outlook on copper prices, the company's future, and an invitation for viewers to engage further with Adventus Mining.

Michael Pento shares his expertise on the current economic cycle, emphasizing the tug of war between inflation and deflation. He critiques the mainstream narrative of sustained inflation, arguing that we are actually in a deflationary cycle, poised for a potential liquidity crisis and recession. Michael delves into the definitions and impacts of inflation, disinflation, and deflation, providing a critical analysis of central bank policies, the role of quantitative easing, and the dynamics of the treasury and banking sectors. He predicts a looming recession, linked to liquidity constraints and rising unemployment, which could severely impact real estate markets and the broader economy. The conversation extends to the implications for investment strategies during deflationary periods, including the advantages of holding cash, short-duration US treasuries, and the strategic positioning for potential market downturns. Additionally, Michael briefly touches upon cryptocurrencies and their value proposition amidst fiat currency inflation.

John Feneck shares insights on the significant potential of investing in gold and silver equities, the impact of Federal Reserve policies on commodities, and the opportunistic investment approach towards commodity stocks amid potential economic downturns. The dialogue further explores the importance of jurisdiction and management in investment decisions and emphasizes the promising outlook for copper and other industrial commodities.

This discussion delves into the current state and future outlook of the mining sector, particularly focusing on copper's shift from an EV/carbon-neutral technology narrative to a supply constraint story, influenced significantly by supply-side issues. The conversation transitions to the changing sentiment within the junior mining sector and explores trends observed at various conferences, highlighting a shift toward positive sentiment despite challenges in working capital and financing. Merger and Acquisition (M&A) activity is acknowledged as a strong indicator of sector health, signaling optimism for the sector's future. The dialogue covers the intricacies of copper market dynamics, including smelting capacity and concentrate demand, and notes the challenges and opportunities within the nickel and palladium markets, suggesting that these 'hated sectors' might offer investment opportunities. Lastly, the conversation briefly touches on critical minerals like rare earths, emphasizing the importance of processing expertise outside of China for a competitive advantage. The guest, Joe Mazumdar, from Exploration Insights, offers his services for those looking further to understand and invest in the resource sector.

Join Andy as he sits down with Taj Singh and Adam Cegielski from First Nordic Metals to discuss the company's vision and plans. Following a recent merger between Goldline Resources and Barsele Minerals, the newly branded First Nordic Metals aims to create Europe's next significant gold camp.