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Tom welcomes back Christopher Grove, President of Commerce Resources. Editor’s Note: Apologies for the number of flips back and forth, Zoom seems to have developed a case of Tourette Syndrome. Listening may be preferable on this one, although you do get extra screen time with Tom. 🙂 Christopher discusses the demand for rare earths and where the mar…
 
Tom welcomes Michael Oliver back from Momentum Structural Analysis. So many people assume gold isn’t doing well, but gold is normally poorly correlated with commodities. Gold tends to have much longer bull markets. Commodities tend to chase gold. Major asset managers around the world are telling investors to focus on the value of money because cent…
 
Tom welcomes back Chris Irons, host of the Quoth The Raven podcast, to the show. Chris as usual lets us know how he really feels about many important issues. A recent Federal Reserve report indicates that China was trying to infiltrate that organization. China wants to challenge the dollar and grow as a global economic superpower. China and Russia …
 
Tom welcomes Chris, founder of The Technical Traders, back to the show. Chris discusses how we’re seeing some interesting price action, but we’re likely at the complacency stage of a bear market. We’re seeing interest return to the markets and some buying. Growth stocks are starting to come back to life. However, investors should be ready for anoth…
 
As part of our series on Geology Tom welcomes Robert Quartermain to the show. Bob explains his early background in computer science, living in the maritime provinces. His experience at Baker Lake, Northern Canada with a survey crew lead him to take up geology in university. He discusses his early career, which gained experience working with various…
 
Tom welcomes Robert Moriarty back to the program. Bob discusses the capital destruction that has occurred within both the cryptocurrency and stock markets. He believes crypto is analogous to beanie babies because of the amount of different currencies. Interference in the markets is creating more problems than if the government and Fed had done noth…
 
This is an edited recording of our live Twitter Spaces event from July 19, 2022. Philip Newman from Metals Focus joins us to discuss the precious metals markets and the perspective their in-depth reports bring. Tavi Costa brings some interesting questions for Phillip and Steve St. Angelo joins us for a lengthy discussion on energy scarcity. Lastly,…
 
Tom welcomes an interesting new guest, Parallel Mike. Mike is the host of the Parallel Systems Broadcast on YouTube where he shares finance, geopolitics and personal liberty content. We’re coming to the end of a long-term currency cycle which dates back to the 1500s. These cycles last around a hundred years, and we’re witnessing the problems in the…
 
Tom welcomes Jim Welsh to the show. Jim explains his approach to market analysis, which combines technical with macro forecasting. Jim discusses how monetary policy has changed over his career and the consequences of negative real rates and quantitative easing. There has been more and more accommodation by the Fed. Most investors today have never e…
 
Tom welcomes a new guest, David Hay, to the show. David is a long-time investor and author. He recently released his book “Bubble 3.0” which is a warning about the problems inherent in the financial system. The Fed being the main culprit for bubble creation, and such bubbles always get wrecked. The Fed has kept rates at great depression levels desp…
 
Tom welcomes Vincent Lanci back to the show. Vincent discusses the position of J.P. Mogan and Citibank, who hold a large gold derivative position. They've changed their balance sheet accounting methodology due to Basel III rules. Banks are going to take advantage of different countries regulations to arbitrage. The banks are in the same condition t…
 
Tom welcomes back, Keith Weiner, to the show. Keith is the President & Founder of Gold Standard Institute USA and CEO of Monetary Metals.Keith discusses the recent "Uganda gold discovery" and all the anti-gold people believe it's going to collapse the price. Even if it's true, no one is going to mine anything below the cost of production. All the g…
 
Tom welcomes back Don Durrett Author, Investor & Owner of GoldStockData.com to the show.Don is taken aback by the strength of the dollar. He focuses on predicting markets out about six months. Currently, he is most concerned about a rebound in the economy because that would affect gold. He wants to see $2500+ for gold, but that may require serious …
 
Tom welcomes back Axel Merk to the show. Axel is the President and CIO of Merk Investments.Axel discusses the correlations between real rates and gold. Gold is supposed to be an inflation hedge, but people get frustrated when it doesn't immediately respond to inflation predictions. Consumers are seeing the problems in their wallet at the gas pump. …
 
Tom welcomes Lawrence Lepard back once again to discuss the markets, mining industry, and the fragile state of the economy.Lawrence discusses the supposed massive discovery of gold in Uganda and why it's hype and absurd. It would have to be about a hundred times the richest mines in production today.A high dollar encourages countries to find altern…
 
Tom welcomes back Gareth Soloway, President, CEO & Chief Market Strategist for InTheMoneyStocks.Gareth discusses how institutions are often invested in the latest hot thing. They are now in oil, and we're likely to see further downside in oil. Funds are continually looking for the next thing to rotate into, and now we're back to tech stocks. Later …
 
Tom welcomes back Chase Taylor to the show. Chase is a macro strategist and editor of Pinecone Macro Research.Chase discusses the energy trade and why it may be getting a bit crowded. It's probably time to take some profits. Taking the opposite view of Jim Cramer is often a good contrarian play.We're seeing demand destruction beginning for commodit…
 
This is an edited recording of our live Twitter Spaces event from June 28, 2022. This is an open discussion on silver and the precious metals markets. Participants included David Morgan, Bob Coleman, and Jim Hunter. We take answerer a number of listener questions. Follow our Twitter to find out when the next live stream space will occur. Be a part …
 
Tom welcomes Jaime Carrasco of Canaccord Genuity back to the show.Jaime expected inflation as the marginal usefulness of excessive debt has declined. There is plenty of evidence from our debt-based system that a currency reset is coming. Governments taking on the debts of banks was evidence that some sort of currency reset is in the cards. Global t…
 
Tom welcomes Lior Gantz back to the show. Lior is the founder and editor of Wealth Research Group.Lior discusses the long-term cycles of globalization and deglobalization. Deglobalization is typically very destabilizing, and we may see political problems for several decades. Trust between governments is diminished, and we're beginning to see this p…
 
Tom welcomes back the legendary investor Rick Rule to discuss his nosy questions for the junior mining business. It's important to know the value proposition of a company before one focuses on share price. Successful investors form opinions as to value. The idea being to get it more correct than other investors. A share represents fractional owners…
 
Tom welcomes a exciting guest who introduced himself in the last Twitter Spaces, Mark Nelson. Mark has a very interesting perspective on the nuclear energy industry and is an advocate for the it's benefits. He explains why the cost of uranium has a minimal impact on the cost of operating a reactor. We take a deep dive into why nuclear energy has no…
 
Tom welcomes back to the show, Martin Armstrong. Martin discusses his economic confidence model and his study of historic economic patterns. Studying all the historic booms and busts, he developed a model around investor expectations. Every inflation wave is different, and this one won't be fixed by raising rates. This one is based on shortages and…
 
Tom welcomes back Ted Oakley, Managing Director and Founder of Oxbow Advisors.Ted believes the Fed will push the economy into a recession to mitigate inflationary pressures. He explains how rising rates effect many markets and economy. These rate hikes are slowing the housing market. In addition, consumers are beginning to cut back on expenses and …
 
Tom welcomes a new guest, Bob Thompson, to the program. Bob is Senior Portfolio Manager at Thompson Investment Partners of Raymond James Ltd.Bob discusses the importance of having a good macro view on the mining sector. Resources are very cyclical, and the times when people are most positive is the time of maximum risk. He sees a tremendous similar…
 
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