Archives: Episode

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.

In this in-depth discussion, Florian Grummes, a seasoned financial analyst, breaks down the current scenarios around geopolitics, inflation, and their influence on gold and the broader economy. He explores how shifts on the global stage, such as conflicts, political developments, and currency reforms, impact gold prices. Florian also shares his perspective on the upcoming trends in gold mining stocks, the potential of silver, and the role of key markets such as China. Tune in to gain valuable insights into the complex intersections of global politics, economics, and precious metals investing.

Welcome to the Natural Resource Stocks YouTube channel! In today's exciting episode, our host Andy Millette sits down with Sultan Ameerali to dive deep into their expert insights on the current macro views of the resource sector. Join us as Andy Millette and Sultan Ameerali engage in an engaging conversation discussing their perspectives on some of the most sought-after commodities – oil, uranium, gold, copper, and coal. This highly informative discussion will shed light on the future trends, potential opportunities, and challenges faced by these key resources. But that's not all! Andy and Sultan will also reveal their top picks when it comes to small-cap and Canadian junior resource companies. Learn from their extensive knowledge and experience as they share their unique strategies for identifying and investing in potential winners. If you are an investor, resource enthusiast, or simply curious about the current state of the market, this interview will be an invaluable resource. Stay ahead of the game by gaining insights from these industry experts and discover exciting investment opportunities within the natural resource sector. Make sure to hit the subscribe button and the notification bell so that you never miss out on any of our thought-provoking discussions with industry insiders. Stay tuned for our upcoming episodes where we bring you the latest expert opinions, market updates, and investment tips. Get ready to level up your understanding of the natural resource sector! Join us for an eye-opening discussion with Andy Millette and Sultan Ameerali. Let's delve into the world of oil, uranium, gold, copper, coal, and uncover the next winners in the small-cap and Canadian junior resource space.

Oil and Gas Industry Outlook: Analyzing Market Trends & Investment Opportunities In this detailed discussion, oil industry expert Shubham Garg of White Tundra Investments and Andy Millette discusses the potential future of the oil market including recent trends, market volatility, the impact of geopolitical risks and the role of OPEC. A strong potoential for a short squeeze is here and coming! Shubham further explores the potential value of oil stocks and the impact of supply and demand on oil prices. He also investigates the changes in natural gas prices and the complex factors influencing these trends. This video could be highly valuable for investors seeking insights into the complex dynamics of the oil and gas industry.