Collin Kettell Podcasts

Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors. Talking Points From This Episode The coming global bust and why inflation will persist. We’re in the last decade of a forty plus year supercycle. His thoughts on energy in the near-term and during the bust. Time Stamp References: 0:00 – Introduction 0:4…

Tom welcomes back Francis Hunt, Founder of “The Market Sniper” to the show. Francis discusses the bond market bottom of March 2020 and the series of rate hikes that came afterward. We’re beginning to see the lagging effects of the Feds policy. In addition, there are a series of long-term demographic shifts which are placing great pressure on the sy…

Tom welcomes back our other favorite Tom, the Tom Luongo, to discuss the recent banking crisis and the Fed’s involvement in it. Luongo believes Jerome Powell is trying to return to a classic regional banking model. He explains how the Fed is betraying the Eurodollar system by having SOFR at odds with LIBOR. Luongo believes Powell wants to undo the …

Tom welcomes Robert Moriarty back to the program to discuss the latest in interesting times in finance. Bob explains where the money is really coming from to bail out the recent failures in the banking system, noting that the $200 billion figure has ballooned to $2 trillion. The Federal Reserve has effectively committed to printing $2 trillion in a…

Tom welcomes back Chris Irons from the Quoth the Raven podcast to discuss the lack of fear in the markets, which is questionable considering the current circumstances. We are still far from the despair of a bear market, and the belief in a return to normalcy has kept equities overvalued. Recent events have pointed to a much harder landing than pred…

Tom welcomes Brett Oland, the CEO of Bow Valley Credit Union, about their gold-backed initiative. Brett has been in the banking world for 20 years and he is a chartered accountant and CPA. Brett believes that inflation is a massive problem and it will continue for the foreseeable future, resulting in the devaluation of the US dollar. Brett explains…

Tom welcomes back David Hay author, CO-Founder and CO-CIO of Evergreen Gavekal. He recently released his book “Bubble 3.0” which is a warning David isn’t surprised that Powell intends to maintain these rate levels, which remain well below the CPI. He is trying to cool the markets down, yet bond spreads have recently narrowed. Fixing the problems to…

The Fed was discussing transitory issues, but now they are talking of a mild recession. They have built a house of cards heavily reliant on rates and printing, and no one knows what could break in the system today. The unintended consequences of their actions could lead to a collapse. Despite this, the Fed may be reluctant to curb interest rates, m…

Tom Bodrovics welcomes Bix Weir, and Steve St. Angelo for a lively and professional debate around metals manipulation and mining. Bix believes there is a large amount of gold in the Grand Canyon region, while Steve believes it’s uneconomic to mine both logistically and due to energy costs. The conversation focuses on Charles Spencer and his attempt…

Tom welcomes Julian Brigden to the show. Julian is Head of Research at Macro Intelligence 2 Partners. Julian discusses the Feds options, including “Opportunistic Disinflation” to drain the inflation from the system. He believes it will take years to correct inflation and will likely be a painful process. The issues are not so much inflation, but no…

Tom welcomes back Tony Greer from the Morning Navigator to discuss the current markets and his outlook for the year. Tony expects further inflation, particularly from energy with the green transition. Markets are chaotic at the moment, much of which has to do with the yield curve – currently steeper than during the Great Financial Crisis and the Do…

Tom welcomes the well-known Michael Maloney to the show. Mike discusses the outstanding professionals he works with to create Hidden Secrets of Money, which has done very well on YouTube, with the fourth episode having reached ten million views.He details how modern banks simply imagine money into existence with loans. Mike discusses the important …

Tom welcomes back Danielle DiMartino Booth, she is CEO and Chief Strategist for Quill Intelligence, a research and analytics firm. Danielle has a new offering on the Substack she recently started. Tom and Danielle discuss the recently released Fed Minutes and the potential implications for the US economy. DiMartino Booth stated that the minutes wer…

Tom welcomes back the Head Writer from the Little Green Chicken consulting firm AKA Doomberg.Doomberg discusses the consequences and risks of the probable U.S. coordinated attack on the Nordstream pipeline, arguing that it's likely an impeachable offense and such actions set a bad precedent geopolitically. He notes that the media would likely not b…

Tom welcomes back Jeffrey Christian Managing Partner of CPM Group. Jeffrey is an expert on the gold and silver markets.Jeff explains that in 2000, they issued a buy recommendation on gold at around $285, due to the political and economic environment that was going to last for decades. He then outlines the different drivers for gold and silver in di…

Tom welcomes back, Keith Weiner, to the show. Keith is the President & Founder of Gold Standard Institute USA and CEO of Monetary Metals.Keith explains the two main forces that led to the price of gold remaining flat in 2022: the Fed’s decision to raise rates and the wild card of Ukraine. He explains that wage earners tend to prefer silver to gold,…

Tom welcomes Bob Elliot to the show he is CEO & CIO of Unlimited Funds.Bob Elliot discussed the current economic situation, the role of debt cycles, and the trade-offs between a fiat monetary system and a commodity-based system. He noted that productivity is the main driver of growth over the long term, and that debt cycles have been used to make u…

Tom welcomes back Alfonso Peccatiello author of the Macro Compass Substack to the show. Alfonso is predicting a recession in the US starting in May or June of this year. He bases this prediction on three indicators - the frozen housing market, the Fed’s attempt to engineer tighter financial conditions, and the reaction of central banks to inflation…

Tom welcomes back to the show, Christopher Aaron. He discusses his new analysis that he recently discussed at the Vancouver Resource Investment Conference.He discusses the history of gold and miners over the past few years. We've seen a period of consolidation of the last couple of years, but that is shifting. In September, we didn't see a wash-out…

Tom Welcomes author and economist Phil Denniston. Phil discusses the inadequacies of his economics education and how economic problems around the year 2000 caused him to question it. The bursting of the housing bubble lead him to study and learn from a more rational school of economic thought. All the world's problems come back to the bubble-bust c…

Tom welcomes back David Brady, CEO, and Co-Founder of Global Pro Traders. David discusses Fed Chair Powell's recent statements, but argues that financial conditions have not tightened that much. Powell has said some real doozies recently, like the economy is strong, and the labor market is doing well. David says, "give me a break, the metrics aroun…

Tom welcomes returning guest Peter Grandich to the show, Peter Grandich. Peter discusses the potential for this gold bull market and why it's likely extraordinary. Central banks are buying at record levels, and many of those buying are doing it for safety reasons. Don't bet against the Fed and don't bet against central banks when it comes to gold. …

Tom welcomes back Analyst and experienced commodities trader. Michael now provides advisory through his website moor-analytics to bring actionable intel for traders.Michael is a technical-based analyst and has a deep understanding of commodities like the natural gas market. He believes that technical analysis can be a powerful tool to get in and ou…

Tom welcomes back Andrew Hoese from Finding Value Finance to the show. Andy runs an educational channel where he digs deep into economic data and conducts chart analysis.Andy Hoese discussed the real estate cycle and its effect on other markets. He explained that the cycle is driven by demographics and consists of four stages: recession, recovery, …

This episode is broken into two parts. This is part two.David continues the conversation discussing which commodities will be highly strategic. He believes all the metals are set to take off along with oil.David discusses the role of commodities in the conflicts of the world and how governments should move towards a hybrid market command system in …