Natural Resource Stocks

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.

In this comprehensive discussion, Trader Ferg shares his insights on global energy trends, focusing on the significant growth in China's coal construction that could surpass global consumption. He discusses his interest in coal, oil, uranium, and platinum group metals from an investment perspective, emphasizing the demand in developing countries versus the renewable energy narrative. Ferg highlights his strategies for investing in undervalued assets within these sectors, considering geopolitical risks and supply constraints. He also shares his views on the future of energy demand, the impact of shale oil, and the potential of the platinum group metals market.

The conversation also examines the shift from a unipolar world dominated by the US to a multipolar one led by BRICS nations seeking negotiation over force. The potential for direct conflict between NATO (led by the US) and Russia, supported by China and other BRICS countries, is highlighted, along with the strategic positioning of military assets around Russia. The dialogue covers the delicate situation in the Middle East, particularly the tensions involving Iran, and the broader impact on global economic stability, including the possibility of recession, inflation, and the strategic role of gold within the BRICS nations. It addresses the systemic risks to the US dollar and financial markets, foreseeing significant geopolitical changes that could reshape the international order.