Archives: Episode

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.

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.