Archives: Episode

In this interview with John Fennec and host Andy Millette, the conversation revolves around the potential breakout of silver prices, touching the critical $30 mark and the contributing factors such as geopolitical tensions and economic indicators. They discuss the current trends in gold and silver markets, highlighting silver's recent performance and its anticipated break above $26 an ounce, igniting the silver equity trade. The discussion also covers the impact of the CPI data and inflation expectations on precious metal prices. Additionally, John Fennec shares insights on portfolio management strategies, emphasizing diversification and the balance between ETFs, junior, mid-tier, and large-cap stocks. The script concludes with details about an upcoming webinar focused on value investing in the commodities market, offering practical advice for investors aiming to navigate the complexities of precious metals investing.

In this interview, Jim Rogers shares his insights on the possibility of a recession due to historical financial trends and bubbles, expressing skepticism towards claims of problem resolution by authorities. He highlights the unusually long period since the last major economic issue in 2009, suggesting caution in the near future, despite not predicting an immediate economic downturn. Rogers discusses the challenges facing the Federal Reserve and other central banks, pointing out their limited options due to the risks of igniting inflation or causing market breakdowns. He is critical of central bankers' understanding and actions, emphasizing the inevitable inflation due to extensive money printing. Rogers also shares his investment strategy, favoring silver over gold due to its relative historical value and discusses the potential in agriculture and specific commodities as undervalued assets. Additionally, he expresses cautious optimism about investing in China and India despite their current issues, and discusses the complexities of finding value in the current high-market environment. The interview covers Rogers' views on the prospect of a currency war triggered by excessive money printing by central banks globally and reveals his personal investment stance, favoring U.S. dollars as a temporary safe haven. Finally, Rogers acknowledges the perplexing state of global economics and investment, underlining the difficulties in identifying clear investment opportunities amidst widespread market highs.

In this episode, John and Andy delve into the complexities of bond yields, interest rate changes, and their implications for the metals market. John highlights the different dynamics between retail mining investors and international metal buyers while forecasting significant prices for gold and silver. They discuss the potential impacts of rising bond yields on stocks and the challenges investors face with current market policies. Additionally, John stresses the importance of holding physical metals amidst economic uncertainties and shares strategic advice for long-term investments in gold and silver. Whether you're a seasoned investor or just starting, this discussion offers valuable insights into navigating today's financial landscape.

oin Andy as he sits down with Ravi to discuss the complexities of the gold and silver markets, and their remarkable recent growth amidst global economic challenges. They delve into the implications of the Russian-Ukraine war on global currencies, the shift in energy trade dynamics, and the rise of renewables. Ravi provides a historical context, explaining the intertwined relationship between gold and money, the strategic moves of countries like China, and the evolving landscape of the junior mining and renewable energy sectors. A must-watch for those interested in financial markets, global economics, and future energy trends.

In this riveting episode, John Lee, teamed with Andy, delves deep into the dynamics of the silver market, revealing why silver miners offer exceptional value and are poised for significant growth. They unpack the nuances of trading based on silver assets in the ground, market predictions, and the impact of global economic shifts.

In this engaging podcast, hosts Andy and Chris delve into the current trends in the silver and copper markets, analyzing recent price actions and potential future movements. Using technical analysis, including the Fibonacci extension and retracement techniques, they predict short-term pauses in silver's climb, suggesting it may be a precursor to further gains. They consider the commodities market, particularly precious metals like gold and silver miners, as potentially thriving regardless of the stock market's performance, hinting at their value as defensive plays. Additionally, they discuss the broader market cycles, suggesting a possible bear market phase for equities but a bullish outlook for precious metals and specific sectors like uranium and gold miners. Chris also shares insights on trading strategies and how to approach entry points in these volatile markets. The conversation wraps up with a look at copper's explosive rally, comparing its trajectory to silver's and discussing the implications of a crowded trade nearing its peak.

This audio features a comprehensive discussion with Matt Warder on the coal industry's future, emphasizing the value of coal, its market dynamics, and investment opportunities. Matt explores the misunderstanding of coal's demand and supply, the impact of governmental regulations, and the pandemic's effect on coal production. He delves into the significance of coal in steel production, thermal and metallurgical coal markets, and the crucial role coal plays in developing economies. Highlighting companies like Alpha Metallurgical Resources and Warrior Met Coal, Matt underscores their strategic moves, market performance, and growth prospects. Additionally, the conversation covers major coal-producing countries, the strategic position of Australia in the coal market, and the intricate balance of global coal demand, especially from China and India. Matt also introduces TheCoalTrader.com as a resource for investors and emphasizes the importance of retail investment in the coal sector.

Simon Hunt discusses a significant shift in the global monetary system with the BRICS nations gradually incorporating gold into their economies, potentially challenging the US dollar's dominance. The BRICS group, soon to account for over 50% of the global population and GDP, plans to introduce a payment system based on their currencies and blockchain technology, with gold replacing the US dollar in differential accounts. This development poses a threat to American global dominance and elevates the risk of conflict as the US may employ measures to prevent these changes. The discussion also touches on potential economic repercussions, including impacts on the bond market, the dollar, and global equity markets, with a particular focus on how a conflict could trigger a recession and inflation, worsened by food and energy shortages.

This podcast features a detailed analysis of the precious metals market, focusing on silver, gold, and copper. The discussion highlights silver's potential for a significant upswing due to its current undervaluation compared to historical highs and its performance relative to gold and copper. Insights are provided into the factors driving the current market dynamics, including monetary policies, market cycles, and the impacts of global events. The conversation also touches on the importance of long-term momentum and price analysis, advising investors to reconsider their strategies based on recent market shifts. Additionally, the discussion covers the performance and potential of gold miners and silver miners, emphasizing the need for investors to remain patient and avoid selling too early to capitalize on expected market movements.

Don Durret of Goldstockdata.com discusses how gold's value is significantly driven by the 'fear trade', where people invest in gold during times of economic uncertainty and fear. It cites historical periods, like 1971-1980 and 2001-2011, where economic turbulence led to significant increases in gold prices. The speaker predicts a forthcoming major uncertainty/fear trade due to potential failures within the U.S. bond market, which could elevate gold's value remarkably. They believe that the U.S.'s debt bubble will eventually burst, leading to hyperinflation and a tremendous shift of assets towards gold. The script also touches on gold and silver stocks' behaviors during market crashes, emphasizing that while gold stocks can initially drop, they may quickly recover due to gold outperforming other investments, focusing on the importance of margins for gold and silver stocks.