Archives: Episode

In this insightful conversation, veteran investor Rick Rule shares his thoughts on the current investment landscape for 2024, focusing on commodities like gold and uranium. He discusses the dichotomy between gold prices and gold stocks, the importance of owning well-researched, high-quality junior stocks, and the value of royalty companies. Rick also dives into his preferred investment strategies, the profound influence of seasoned industry teams, and his optimism for the years ahead despite potential economic downturns. The discussion also covers his upcoming Natural Resource Investment Symposium, highlighting its unparalleled quality and value for attendees.

In this episode, Andy and Justin discuss the current state and future outlook of the uranium market. They delve into the recent price fluctuations, the differences between the spot and term markets, and the role of utilities in driving demand. They also explore the impact of global events such as the invasion of Ukraine and the shift towards clean energy on the uranium sector. Justin shares his insights on the expected quiet period in the uranium market and forecasts a potential big move later in the year. Stay tuned for detailed analysis and expert opinions on what’s driving the uranium market in 2023.

In this insightful episode, we dive into the world of stock market trends during election years with expert Bob Miner. Discussing his new book, 'The Definitive Guide to the U.S. Election Cycle and Stock Market Trends,' Bob provides valuable data and analysis on how the stock market typically behaves in election years. We explore pivotal topics such as the significance of the first-quarter bias, how historical patterns can inform current market strategies, and the relationship between the U.S. dollar and gold. Bob also shares practical tips on market corrections, trade strategies, and leveraging Elliott Wave analysis for better trading decisions. Whether you're a seasoned trader or a market enthusiast, this episode offers crucial insights into navigating and capitalizing on election year market trends. Robert Miner began his career in the mid-80’s with his first company, Gann-Elliott Educators, where he produced analysis reports for the major financial markets and presented live workshops in the U.S. and overseas. In the mid-90’s he founded Dynamic Traders Group to provide market analysis and trade strategy reports, practical trade education and developed his Dynamic Trader Software. Robert wrote the first self-study trading course in 1989 where he expanded on and integrated the work of W.D. Gann, R.N. Elliott and his own unique approach to Fib time and price target strategies into his own comprehensive and original approach to multiple time frame time, price, pattern and momentum trade strategies. Robert’s first book, Dynamic Trading, was named the “Trading Book of the Year” by the SuperTraders Almanac and he was named the 1997 “Guru of the Year”. His book, High Probability Trading Strategies, has been one of the consistently top selling trading books since its release in 2008. It has become a must-read classic trading book of practical trade strategies. Robert is recognized as one of the few trading educators with an actual multi-year record of trading success. In 1993, he won first place in an annual real-time, real-money trading contest for futures. In more recent years, he has demonstrated the effectiveness of his practical trade strategies with audited returns and awards five consecutive years for real time trading contests with double and triple digit annual returns for the futures and forex markets. Traders from over 30 countries subscribe to his DT Report and have studied his Dynamic Trading Master Course, a complete course of practical trading instruction for all actively traded markets. The Definitive Guide to the Election Cycle and Stock Market Trends is Robert’s most recent book and includes real world, practical application for stock market traders.

In this episode, legendary investor Frank Holmes dives into the stellar performance of gold despite a strong dollar, the impact of global PMI on commodities, and the upcoming election cycle. Holmes shares his insights on the global trends in commodities, the influence of political policies, and the regulatory challenges in mining and energy sectors. He also discusses the importance of rule of law and jurisdictions in evaluating investments, and the key criteria he looks for in companies. Tune in to understand the macroeconomic forces and strategic investing in commodities and mining.

ohn mentioned Angkor Resources when I asked him about oil, as they are growing their oil production steadily (see May 2024 news). But they are not at 1mil ounces of gold yet, John received incorrect information from a source. The company clarified that they “are planning to drill gold and copper targets during the next few months.” Join us in this episode as financial experts dive into the intricacies of investing in the current market environment. The discussion kicks off with an analysis of a NASDAQ-listed company with 51 million shares and a management team owning 10%, highlighting the impact of share structure on stock performance. The conversation then pivots to the surprising softness in the recent CPI report and its implications for potential Fed rate cuts. The episode also explores the investment landscape for gold, with a focus on opportunities within gold equities and junior mining stocks. Furthermore, John and Andy assess the potential for copper investments, especially in light of supply and demand imbalances and geopolitical risks. Oil and natural gas market trends are scrutinized, including the disappointing performance of oil prices despite geopolitical tensions. The discussion also touches on companies managing significant production growth and capital raises in the junior market space. Finally, advice is shared on navigating the evolving market landscape through strategic investments in commodities and equities. Don't miss this insightful episode to sharpen your investment strategies and understand what factors to consider in your portfolio!

In this episode, Dennis and Andy discuss the steps for constructing a successful gold portfolio, using their experience from the hedge fund industry. They emphasize the importance of including gold and gold stocks in investment portfolios for safety and potential outperformance, and highlight the significance of ETFs like GLD and GDX. Dennis also shares options trading strategies for generating additional income and suggests specific gold stocks to consider. This comprehensive guide is designed to help investors feel less overwhelmed and more confident in building their own gold portfolios.

In this insightful episode, Keith Weiner and Andy discuss the inherent instability of the global economy under the regime of irredeemable currency. Weiner explains the compounding issues arising from debt accumulation, the artificial control of interest rates by central planners, and the perverse effects of financial interventions. They delve into the implications of an inverted yield curve, the viability of zombie companies, and the resilience of the U.S. dollar in a volatile economic landscape. Weiner also shares his vision for a return to a gold standard and introduces groundbreaking initiatives like gold and silver bonds that could potentially reframe our economic future.

Welcome to Natural Resource Stocks, where we bring you expert insights on the latest developments in the world of natural resources and investment opportunities. In this episode, our host Andy Millette sits down with renowned analyst David Morgan of The Morgan Report to discuss some pressing concerns in the financial and energy sectors, as well as the potential impact on the silver market. Join Andy and David as they delve into the ongoing banking crisis and shed light on why it may not be over just yet. They explore how the Federal Reserve might tackle this crisis by resorting to the printing of more money, leading to potential inflationary effects due to lowered interest rates. Another crucial topic of discussion revolves around the state of our energy resources. Andy and David examine the concept of "peak energy" and dive into the potential ramifications if uranium and nuclear power plants are phased out, highlighting the significant impact it could have on America's energy supply, potentially leading to a 20% loss. Furthermore, our experts delve into the fascinating world of silver and its potential prospects in the upcoming year. They shed light on how this might be the year for the silver market to shine, outlining the factors contributing to this potential surge. Lastly, Andy and David touch upon the issue of silver contracts and the challenges faced by exchanges in meeting their obligations. This thought-provoking discussion highlights the potential risks and opportunities within the silver market. Stay tuned to Natural Resource Stocks as we continue to bring you engaging interviews and expert analysis on the ever-evolving landscape of natural resources and investing. Don't forget to like, subscribe, and share this insightful conversation with your fellow investors.