Podcasts about Comex

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Latest podcast episodes about Comex

Health Resolution - HERO
132_Der Silver Squeeze

Health Resolution - HERO

Play Episode Listen Later Sep 9, 2025 48:22


Selten kommen wir im Alltag mit Edelmetallen wie Gold oder Silber in Kontakt, es sei denn wir benutzen einmal wieder Oma's vererbtes Silberbesteck. Trotzdem wissen wir, dass diese Edelmetalle irgendwie einen hohen Wert haben und immer mehr Menschen investieren ihr Geld in sie. Welchen Wert haben sie? Warum übersteigt der Gold-Wert den von Silber um das 100-fache und was bitte ist der "COMEX" Markt?

Invoice Cast
Como transformar a resistência dos usuários em adesão tecnológica? - 156

Invoice Cast

Play Episode Listen Later Sep 9, 2025 70:25


- Por que tantos usuários travam quando precisam usar um sistema novo? - O que funciona mais: prática direta ou treinamento estruturado? - O usuário domina o sistema ou só clica botão?Debatemos como treinar usuários na adoção de tecnologia sem enrolação: onboarding eficiente, líderes como exemplo, materiais de apoio que realmente ajudam e estratégias para encurtar a curva de aprendizado sem comprometer processos.⭕ Nome e redes sociais de cada participante:Alex Rese⁠https://www.linkedin.com/in/alexrese/⁠ ⁠https://www.instagram.com/alexrese/⁠ .Cleiton Machado ⁠https://www.linkedin.com/in/cleiton-machado-55923813/⁠⁠https://www.instagram.com/cleiton.machado45/⁠Robson Maia ⁠https://www.linkedin.com/in/robson-maia-luis/⁠ ⁠https://www.instagram.com/luismaiarobson/⁠Jonas Vieira ⁠⁠https://www.linkedin.com/in/jonasvieira/⁠⁠⁠⁠https://www.instagram.com/o_jonasvieira/

雪球·财经有深度
2977.超预期的非农与飙涨的黄金

雪球·财经有深度

Play Episode Listen Later Sep 8, 2025 8:30


欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫超预期的非农与飙涨的黄金,来自水牛城主。宏观领域最受关注的数据是美国非农,再度超预期下行的数据彻底抹去了美联储9月降息的悬念。非农数据发布同时,COMEX黄金期货价格涨至每盎司3640美元的高位,一众分析师纷纷声称黄金主升浪再度开启。如何看待这一局面?我认为,制造业采购经理指数、非农、失业率等一系列数据验证了美国经济需求处于下行阶段,市场争议的焦点不在是否降息、是否处于“金发女孩周期”,而在于降息的力度和节奏。对于黄金价格而言,最大的催化因素不在于预防式降息,甚至不在于衰退交易,而在于核心居民价格消费指数顽固位于3%左右的“类滞胀”局面。未来几个月,投资者对于美国物价走势的关注,应超过反映实体经济需求的其他指标。为什么非农数据会令人“大跌眼镜”呢?美国劳工统计局九月五日发布报告称,八月份新增就业人数 2.2 万人,前值由7.3万人修正为7.9万人;失业率为4.3%,比七月提升0.1个百分点。如何看待这一数据?显然低于预期。先前华尔街的非农预测是7.5万人,高盛的最新预测是6万人,实际数值呢?不及预测值的一半。金融市场的反映真实记录了交易情绪的起伏。非农数据公布后,美国十年期国债收益率由4.15%大跌近10个基点;黄金价格由每盎司3610美元瞬间拉涨至3650美元上方;美股最为有趣,高开后受非农数据冲击大幅跳水,市场又开始交易降息的“确定性”,最终收回大部分失地。抛开短期涨跌,透过最近几个月的美国经济数据,可以看到的是经济需求的回落态势继续明确。劳工统计局最新数据可以看出,美国失业率近两年逐步攀升,8月份达到新高;而新增就业情况自今年5月以来,情况急转直下,说一句“几乎停滞”也不为过。分行业看,8月美国私人部门中9个行业就业减少,较上月多了3个,就业下滑最为严重的部门包括制造业、信息业、批发业、建筑业等。更值得注意的是,全职就业、年轻人、非洲裔劳动者均出现了较明显下降,这种“全职就业下行、兼职就业上行、永久失业上行”的组合,积累了失业率持续攀升的风险,毕竟裁掉兼职员工总是更加容易。一些金融机构声称,对于美国的年轻人和非法移民而言,就业数据表明,他们已经在经历一场经济衰退。至于为何出现这种令经济决策部门抓狂的局面,最容易拿上台面的解释就是“季节因素”和“短期现象”,诸如“8月份非农数据历来较差,未来就业数据可能被上修”,等等。但坦率说,这种解释可信度不足。且不说自5月以来美国非农数据肉眼可见地持续走弱,近期的小非农就业数据、申领失业金人数、制造业采购经理指数同样验证了劳动力市场的疲软,不能说这些数据未来都要修上去吧?有意思的是,数据公布前,懂王声称“就业数据失真,要等到26年才能看到真实的就业情况”。这种表态其实更大程度在于稳定市场预期,避免美股美元来个“大哐叽”。既然安抚人心的话不可信,那美国经济真的已经到了衰退甚至危机边缘了吗?我认为,也不至于。说点未经过验证、属于“合理推测”范畴的观点——那就是2025年前几个月的非农数据,不排除被上修了。回顾今年4月,美国面临关税风波和股债汇三杀,非农等数据如果再大幅下滑,原本脆弱的市场信心势必雪上加霜。这种情况下,不排除统计部门做点“技术处理”,先把原本不存在的就业统计进去,未来等市场信心好转了、关税风波缓和了,再通过季节性调整的方式把莫须有的就业下修掉,这样看似既不影响总体数据的有效性,还能给降息多了个堂而皇之的理由,岂不是两全其美?我们再来看看,黄金的走势最偏爱哪种数据组合呢?9月份的非农数据,为即将到来的降息扫除了最后的悬念。说的再直接一点,只要过几天的物价数据不出现“天大意外”,本月的联邦公开会议如果不降息,且不说懂王如何嘴脸,美国股市分分钟暴跌给你看。降息不存在悬念,疑问点则在于力度和节奏。发布数据后,华尔街交易员对于9月降息的幅度仍维持在25个基点,年内降息的次数由2次提升到了3次。而到2026年末,交易员甚至已经在美联储政策利率将降至3%下方,比点阵图和分析师的预测更激进。降息有助于美国实际利率走低和美元下行,这对于黄金价格是一个刺激因素。我们也看到,8月下旬以来黄金摆脱了长达4个多月的盘整,一举冲破前高,来到每盎司3600美元上方。黄金价格,处于长短期利好逻辑共振的“甜点区”。从长逻辑来看,全球货币流动性超发、“去美元化”推进、央行购金持续、地缘政治经济格局未实质性缓和,黄金的货币属性、避险属性仍然突出。从短逻辑来看,时隔近1年重启降息、美债收益率下行,使得黄金作为金融资产的配置属性提升,即所谓长短利好“同频共振”。那么,是不是美联储降息力度越大,黄金价格就涨得越猛呢?我认为不是这样的。现在美联储的政策利率为4.5%,显著高于本世纪以来大多数时期,也高于美国的中性利率水平,未来美国降息属于没有预期差的“规定动作”,金融市场和黄金市场早已对此进行了消化和定价。从上个月的杰克逊霍尔年会来看,美国等发达经济体并不认为当前有实施超低利率的客观环境。这意味着我们在计算美国未来降息空间的时候,可能不能像几年前那样,将零利率的预期打进去。这种背景下,“规定动作”完成得越快,可能恰恰意味着黄金潜在上涨动能的消耗甚至衰竭。而什么样的宏观经济组合,对黄金走势更有利?答案呼之欲出,不在于迅猛的降息和抢跑的衰退交易,而在于经济需求向下的同时通胀黏性增强,关税对于美国物价的冲击持久而明显。这种局面并非难以成为现实。从彭博社进行的金融调查来看,美国交易员和分析师均认为,2026年美国居民消费可能较长时间维持在3%甚至更高。这样的话,美联储就难办了。想降息,通胀掣肘;想维持利率,需求又扛不住。成本推动的“类滞胀”局面,会不会联想到上世纪70年代?那个年代,是黄金历史上涨势最狂猛的时期。

Kinesis Money
Gold Gauntlet Thrown Down - BRICS vs Trump - Ep239

Kinesis Money

Play Episode Listen Later Sep 5, 2025 32:09


In this week's Live from the Vault, Andrew Maguire explores how Trump's recent comments sparked a geopolitical showdown, as BRICS nations accelerate the shift from gold and silver paper markets into physical holdings.The precious metals expert explains how central bank de-dollarisation and persistent silver supply deficits are creating bullish forces, while the Fed's exposed short positions could trigger a significant gold revaluation in late 2025.Send your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start00:45 The Fed stands alone: last central bank shorting gold02:54 Wall Street's false bearish calls vs hidden gold buying04:47 COMEX & LBMA losing control as paper markets unravel08:13 Toward a forced gold revaluation - limited reserves exposed16:22 BRICS nations and pensions driving massive gold demand22:17 Silver's breakout: supply deficit & “critical mineral” status29:38 The shift east: Shanghai and BRICS setting the real priceSign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_237Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don't forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

Invoice Cast
Geração Z no Comércio Exterior - 155

Invoice Cast

Play Episode Listen Later Sep 2, 2025 47:38


- Como lidar com o conflito comportamental?- As outras gerações precisam se adaptar?- O que é importante para eles?Voltamos com mais um episódio exclusivo no Meeting Comex, pra conversar sobre um dos temas abordados no evento: a Geração Z e os conflitos entre gerações.⭕Nome e redes sociais de cada participante:Catarina Campos Costahttps://www.linkedin.com/in/catarina-campos-b3163b186/https://www.instagram.com/catarinacamposcosta/Carlos Eduardo Buzzihttps://www.linkedin.com/in/carlos-eduardo-buzzi-a8266416a/https://www.instagram.com/carlosbuzzii/David Pizahttps://www.linkedin.com/in/davi-piza-179b96158/Jonas Vieira https://www.linkedin.com/in/jonasvieira/ https://www.instagram.com/o_jonasvieira/

Fringe Radio Network
Massive Divide Between Little Guy and Big Guy in the Market with Andy Schectman - Sarah Westall

Fringe Radio Network

Play Episode Listen Later Aug 29, 2025 40:54 Transcription Available


Andy Schectman of Miles Franklin returns to Friday Night Economic Review to break down the seismic shifts on COMEX and unpack the 39% U.S. tariff on Swiss-refined gold—a strange move given Switzerland is the world's largest refiner, handling roughly 70% of global supply. We also map the widening gap between what retail investors hold and where the best-informed capital is positioned—and why that divergence could spell trouble for Main Street.

The Crucible - The JRTC Experience Podcast
111 S13 Ep 02 - Command, Control, and the Art of Enabler Integration within the Brigade Combat Team

The Crucible - The JRTC Experience Podcast

Play Episode Listen Later Aug 28, 2025 20:33


The Joint Readiness Training Center is pleased to present the one-hundredth-and-eleventh episode to air on ‘The Crucible - The JRTC Experience.' Hosted by MAJ Marc Howle, the Brigade Senior Engineer / Protection Observer-Coach-Trainer, and MAJ David Pfaltzgraff, BDE S-3 Operations OCT, from Brigade Command & Control (BDE HQ) on behalf of the Commander of Ops Group (COG). Today's guests are MAJ Steven Yates, the BDE S-6 Signal OCT from Brigade Command & Control (BDE HQ) and SFC Daniel Pippin, the BN S-6 Signal NCOIC from the 1-509th IN (ABN) Opposing Force.   This episode of The Crucible centers on the challenges of command and control (C2) integration and the employment of enablers within brigade combat teams (BCTs) at JRTC. The discussion highlights recurring issues with overcomplicated signal plans, inadequate COMSEC readiness, and a persistent lack of basic communications skills across maneuver formations. Despite widespread fielding of advanced systems like ITN, many units arrive without validated PACE plans or shared understanding of how to communicate across formations and enabler teams. A key friction point is the failure to execute realistic COMEX and VALEX rehearsals, which often leads to failure in establishing a functioning network prior to movement into the box. When soldiers can't log into CPCE or MAVEN or don't know how to employ SATCOM or FM, the entire C2 enterprise falters before first contact.   The episode also stresses the importance of simplifying communications, cross-training non-signal personnel, and involving maneuver leaders in signal planning. A lack of distributed competence creates overreliance on limited 25-series personnel. The team praises aviation's model of integrating comms training into pilot academics and encourages similar investments at the BCT level—where every Soldier using a radio must understand its function and limitations. Integration of enablers—particularly aviation, foreign partners, and multi-echelon elements like MEC teams—demands proactive coordination well before RSOI. The key takeaway: units that treat RSOI as part of the operations process, not just an administrative requirement, set the conditions for success. C2 must be validated with full mission threads—sensor-to-shooter, PED, and digital fires—before rolling into the box. Anything less risks operational paralysis in the first 48 hours.   Part of S13 “Hip Pocket Training” series.   For additional information and insights from this episode, please check-out our Instagram page @the_jrtc_crucible_podcast   Be sure to follow us on social media to keep up with the latest warfighting TTPs learned through the crucible that is the Joint Readiness Training Center.   Follow us by going to: https://linktr.ee/jrtc and then selecting your preferred podcast format.   Again, we'd like to thank our guests for participating. Don't forget to like, subscribe, and review us wherever you listen or watch your podcasts — and be sure to stay tuned for more in the near future.   “The Crucible – The JRTC Experience” is a product of the Joint Readiness Training Center.

Yaniro - The Human Factor
[SNACK] - Marine Bustarret de PENNYLANE : Quels faux pas éviter quand on vise le Comex ?

Yaniro - The Human Factor

Play Episode Listen Later Aug 28, 2025 2:13


Intéressé.e par notre formation Yaniro Leadership Program ? Prenez rendez-vous avec Yasmine ici !Voulez-vous former les managers avec la méthode do it yourself ? Obtenez toutes les ressources ici !Découvrez un extrait du podcast de Yaniro avec comme invité Marine Bustarret, la VP People de Pennylane.

Invoice Cast
Acórdão 521 ANTAQ: uma segurança à demurrage de container? - 154

Invoice Cast

Play Episode Listen Later Aug 26, 2025 65:02


Teremos menos cobranças injustas?A contagem da demurrage poderá ser suspensa?O acordão influencia já ou é um começo?Analise conosco juridicamente (mas sem fugir da prática) sobre o Acórdão 521 da ANTAQ e quais as nossas perspectivas para a segurança no transporte marítimo em container. ⭕ Nome e redes sociais de cada participante:Carolina Polvora Bicahttps://www.instagram.com/carol.polvora/https://www.linkedin.com/in/carolinabica/Raquel Segalla Reishttps://www.linkedin.com/in/raquel-segalla-reis-10b8b923/https://www.instagram.com/raquelsegallareis/Wagner Coelhohttps://www.linkedin.com/in/wagner-coelho-a7879813a/https://www.instagram.com/wagneracoelho/Jonas Vieirahttps://www.linkedin.com/in/jonasvieira/https://www.instagram.com/o_jonasvieira/

Kinesis Money
China's Gold Standard to Topple LBMA - LFTV Ep 237

Kinesis Money

Play Episode Listen Later Aug 22, 2025 41:15


In this week's Live from the Vault, Andrew Maguire explains how extreme stress in COMEX's gold settlement mechanism forced emergency bullion deliveries, exposing the fragility of paper markets and the threat of systemic failure in global gold pricing.Andrew reveals how Basel III-compliant exchanges across China are replacing the LBMA's dominance, as global liquidity shifts towards physical settlement, with central banks preparing for a dramatic gold revaluation that could reshape monetary order.Send your questions to Andy here: https://www.speakpipe.com/LFTV_______________________________________________________________Timestamps: 00:00 Start02:29 Nixon Shock anniversary highlights the fragility of fiat money10:00 EFP imbalances show Comex reliability issue, prompting NSFR compliance 18:13 COMEX paper market fragility risks triggering systemic failure25:12 Fed prepares US Treasury gold price adjustment amid leadership change29:59 Question from Kerry: Smaller nations adopting silver as reserve asset?32:05 LBMA losing grip, real silver price emerging globally_______________________________________________________________Sign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_237Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don't forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

Fringe Radio Network
Little Guy Being Set Up for a Big Fall? with Andy Schectman - Sarah Westall

Fringe Radio Network

Play Episode Listen Later Aug 20, 2025 64:23 Transcription Available


Andy Schectman of Miles Franklin returns to the Friday Night Economic Review to break down the seismic moves unfolding on the COMEX—shifts that may help explain why President Trump imposed a 39% tariff on gold from Switzerland, the world's largest refiner, responsible for processing 70% of global supply. We also dive into the sweeping realignment in global finance now underway—and how these changes could impact every one of us.

WTFinance
Market Trap As Historic Downturn Ahead with Michael Oliver

WTFinance

Play Episode Listen Later Aug 20, 2025 30:09


On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Oliver. Michael is the founder of Momentum Structural Analysis.During our conversation Michael spoke about the economic weakness he is seeing in the markets, why he thinks there could be a crash, whether he has been surprised the FED hasn't cut, monumental crash and more. I hope you enjoy!0:00 - Introduction 1:40 - Overview on markets6:46 - Economic weakness10:17 - Surprised FED haven't cut?14:24 - Bond market19:52 - Global markets25:02 - Monumental crash27:15 - Liquidity28:30 - One message to take awayJ. Michael Oliver entered the financial services industry in 1975 on the Futures side, joining E.F. Hutton's International Commodity Division, headquartered in New York City's Battery Park. He studied under David Johnston, head of Hutton's Commodity Division and Chairman of the COMEX.In the 1980s Mike began to develop his own momentum-based method of technical analysis. He learned early on that orthodox price chart technical analysis left many unanswered questions and too often deceived those who trusted in price chart breakouts, support/resistance, and so forth.In 1987 Mike technically anticipated and caught the Crash. It was then that he decided to develop his structural momentum tools into a full analytic methodology.In 1992 the Financial VP and head of Wachovia Bank's Trust Department asked Mike to provide soft dollar research to Wachovia. Within a year, Mike shifted from brokerage to full-time technical research. He is also the author of The New Libertarianism: Anarcho-Capitalism.Michael Oliver - Website - https://www.olivermsa.com/Twitter - https://twitter.com/Oliver_MSAWTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseasThumbnail Image from - https://www.marketwatch.com/story/stock-investors-are-still-in-danger-but-history-says-bear-markets-are-relatively-brief-11655419223

ITM Trading Podcast
3M Gold Ounces Drained as U.S. Gold Imports Surge

ITM Trading Podcast

Play Episode Listen Later Aug 19, 2025 9:18


Massive amounts of physical gold and silver are leaving the COMEX. At the same time , the Fed is floating a gold revaluation plan. This isn't speculations-it's happening.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

Invoice Cast
Sociedade do Cansaço - Invoice Cast na estante - 153

Invoice Cast

Play Episode Listen Later Aug 19, 2025 74:43


A Sociedade do Cansaço, do filósofo Byung-Chul Han, nos convida a questionar um mal moderno: o excesso de performance que evolui para adoecimentos mentais.Abordamos:– A transição da sociedade disciplinar para a sociedade do desempenho e suas consequências;– A positividade tóxica e como nos tornamos nossos piores patrões;– O fenômeno do burnout como “ataque cardíaco” cultural;– A perda da contemplação, do tédio criativo e da alteridade;– O que temos que fazer para desacelerar, reconectar-se consigo mesmo e resgatar o presente;– Se você tem se sentido cansado mesmo sem motivo aparente, esse episódio pode ser o seu primeiro passo para entender e agir.⭕ Nome e redes sociais de cada participante:Arlon Pereirahttps://www.linkedin.com/in/arlon-pereira-9b80204bhttps://sapio.beehiiv.com/Barbara Echelmeierhttps://www.linkedin.com/in/barbara-echelmeier59424437/https://www.instagram.com/barbara.echelmeier/Jonas Vieirahttps://www.linkedin.com/in/jonasvieira/https://www.instagram.com/o_jonasvieira/

Yaniro - The Human Factor
[SNACK] - Marine Bustarret de PENNYLANE : Comment asseoir sa légitimité au Comex en apportant des solutions concrètes ?

Yaniro - The Human Factor

Play Episode Listen Later Aug 19, 2025 2:17


Intéressé.e par notre formation Yaniro Leadership Program ? Prenez rendez-vous avec Yasmine ici !Voulez-vous former les managers avec la méthode do it yourself ? Obtenez toutes les ressources ici !Découvrez un extrait du podcast de Yaniro avec comme invité Marine Bustarret, la VP People de Pennylane.

ITM Trading Podcast
Gold Revaluation to $15,000, Here's The Secret Plan For a U.S. Reset

ITM Trading Podcast

Play Episode Listen Later Aug 18, 2025 31:06


“Gold is heading to $15,000 an ounce,” says former Swiss banker Clive Thompson in this exclusive conversation with Daniela Cambone. With U.S. debt exploding and interest costs devouring nearly 20% of tax revenues, Thompson argues Washington's only lifeline is to revalue its gold reserves, unlocking trillions without adding to the national debt. “It's the same playbook from 1934,” he warns, pointing to a quiet plan already in motion that could hand the Treasury $3.9 trillion overnight.Thompson calls $15,000 the “sweet spot” — high enough to ease the debt spiral but not so high as to trigger a dollar collapse. Such a move, he explains, would ignite silver past $100, squeeze America's creditors, and accelerate a global rush into hard assets. With Fed rate cuts now certain, COMEX inventories draining, and hedge funds taking physical delivery, Thompson says the world is “waking up to gold's return as money.”✅ FREE RESOURCESDownload the Ultimate Decision-Making Guide on Gold & Silver plus Daniela Cambone's Top 10 Lessons to safeguard your wealth (FREE)

Yaniro - The Human Factor
[SNACK] - Marine Bustarret de PENNYLANE : Comment construire sa légitimité au sein du COMEX ?

Yaniro - The Human Factor

Play Episode Listen Later Aug 11, 2025 3:36


Intéressé.e par notre formation Yaniro Leadership Program ? Prenez rendez-vous avec Yasmine ici !Voulez-vous former les managers avec la méthode do it yourself ? Obtenez toutes les ressources ici !Découvrez un extrait du podcast de Yaniro avec comme invité Marine Bustarret, la VP People de Pennylane.

Business Partner
De l'armée à la direction financière : bâtir la confiance qui fait décider un Comex avec Kevin Balussou

Business Partner

Play Episode Listen Later Aug 10, 2025 71:43


Business partnering : derrière le buzzword, une pratique de direction qui change la manière de décider, d'exécuter et d'embarquer l'organisation. Dans cet épisode, Jonathan Plateau reçoit Kévin Balussou, ancien officier des commandos devenu manager en entreprise. Ensemble, ils explorent ce que la finance peut emprunter au terrain militaire pour faire du contrôle de gestion un véritable levier de performance et d'alignement stratégique.Kévin commence par le cœur du business partnering : la confiance. Dans une section sans langue de bois, il explique pourquoi un DAF doit choisir ses partenaires comme on choisit un binôme en opération. La bonne question n'est pas “a-t-il la bonne école ?”, mais “irai-je au feu avec lui ?”. Confiance rime ici avec communication claire, humilité et capacité à faire remonter l'information du terrain sans filtre inutile. Un CFO qui écoute vraiment ses contrôleurs de gestion obtient de meilleures décisions et des plans d'action plus rapides.Autre sujet qui pique : la fin du CFO super-héros. Le réflexe de tout faire soi-même rassure l'ego mais affaiblit l'organisation. Kévin propose des outils pragmatiques pour cartographier les expertises, déléguer intelligemment, sécuriser le cadre, puis partager les lauriers. Résultat attendu : une équipe de business partners autonomes, capable de challenger, d'éclairer les arbitrages du Comex et d'absorber les chocs marché sans paniquer.Pourquoi écouter cet épisode si vous êtes DAF, CFO, contrôleur de gestion ou futur finance business partner ? Pour obtenir un mode d'emploi sans jargon du business partnering, ancré dans la réalité opérationnelle. Vous repartirez avec des réflexes de décision, des rituels d'équipe et un langage commun pour gagner en vitesse, en fiabilité et en impact. En bref, si vous voulez passer d'une finance gardienne des chiffres à une finance qui influence, cet échange vous donnera des repères concrets pour agir dès la prochaine réunion.Je m'appelle Jonathan Plateau. Je suis passé par EY, Valeo et Safran et j'essaye d'engager des échanges et des réflexions sur nos métiers de la finance.Ma mission : vous offrir une expérience éducative, divertissante et parfois surprenante.Ce podcast est fait pour les directeurs financiers (DAF, CFO), les contrôleurs de gestion, qu'ils soient juniors ou confirmés, et qui souhaitent profiter des échanges entre pairs pour enrichir leur pratique de la finance au quotidien et tendre vers le business partner.Joignez-vous à notre communauté passionnée qui explore chaque facette du contrôle de gestion et du business partner.N'oubliez pas que la finance, c'est aussi une question de mindset !N'hésitez pas à partager vos interrogations sur nos discussions ou sur le podcast. Vous pouvez me contacter sur LinkedIn directement.https://www.linkedin.com/in/jonathan-plateau-1980b610/Vous aimerez cette émission si vous aimez aussi :Coonter (Les Geeks des chiffres) • CFO Radio • Une Cession Presque Parfaite • Voie des comptables • Parlons Cash • Le nerf de la guerre • Feedback by la fée • Radio KPMGHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

FactSet U.S. Daily Market Preview
Financial Market Preview - Friday 8-Aug

FactSet U.S. Daily Market Preview

Play Episode Listen Later Aug 8, 2025 3:38


US equity futures are slightly weaker, Asia ended mixed, with Japan rallying strongly while most other major markets fell. European markets are mostly firmer. Focus remains on trade developments as Trump's global tariffs take effect, with major trading partners including India and Switzerland continuing to lobby for exemptions. Japan's Akazawa said the US will clarify that the 15% tariff will not stack on top of existing levies and that a revised auto tariff order will be signed. Commerce Secretary Lutnick signaled a likely 90-day extension of the China tariff deadline. Reports said the US has imposed tariffs on certain gold bars traded on Comex, helping push gold to record highs. In US politics, recent Fedspeak has turned more dovish, with Waller emerging as the leading candidate to replace Powell, and Trump nominating CEA Chair Miren to the Fed Board.Companies Mentioned: Tesla, Intel, COSCO SHIPPING Holdings, CK Hutchison Holdings, BlackRock

SF Live
Why Gold Will Break Out to $4,500 | Alasdair Macleod

SF Live

Play Episode Listen Later Aug 8, 2025 30:49


Alasdair Macleod joins Soar Financially to unpack the gold market—covering price trends, central-bank buying, potential revaluation, Comex & LBMA dynamics, geopolitical cross-currents, and whether gold is overhyped or still undervalued. This insightful discussion offers valuable perspectives on gold's future in an increasingly uncertain financial landscape.#gold #silver #federalreserve -----------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

Handelsblatt Today
US-Importzölle auf Goldbarren könnten Handel „ins Chaos stürzen“ / MSCI-World-ETF verkaufen: Was Sie wissen müssen

Handelsblatt Today

Play Episode Listen Later Aug 8, 2025 29:18


Entgegen früherer Hoffnungen fallen einem Bericht zufolge auch auf Gold Zölle an. Gold-Futures sind so teuer wie nie. Außerdem: Fallstricke beim Verkauf von ETF-Anteilen am MSCI World.

Invoice Cast
RADAR SISCOMEX: Quanto custa negligenciar sua gestão - 152

Invoice Cast

Play Episode Listen Later Aug 5, 2025 67:11


- Por que a capacidade financeira é tão importante?- É possível Radar ilimitado para empresa nova?- Que tipo de empresa da mais trabalho conseguir o Radar?Entenda nesse episódio toda a complexidade por trás da habilitação e monitoramento do Radar Siscomex, quais os cuidados e consequências para quem é negligente no assunto.⭕Nome e redes sociais de cada participante:Ana Paula dos Santoshttps://www.instagram.com/aninha_santos_comex/https://www.linkedin.com/in/ana-paula-dos-santos-40b031120/Alini Beilerhttps://www.instagram.com/alinibeiler/https://www.linkedin.com/in/alini-beiler-4349728b/Amália Coelho de Souza Neumannhttps://www.linkedin.com/in/am%C3%A1lia-coelho-de-souza-neumann-a75503b9/Jonas Vieirahttps://www.linkedin.com/in/jonasvieira/https://www.instagram.com/o_jonasvieira/.

Developer Experience
[REDIFF] Farah : Connaître ses valeurs et penser excellence pour devenir une Formule 1 des scale-ups

Developer Experience

Play Episode Listen Later Aug 4, 2025 160:06


Farah est à l'image de sa passion, une véritable Formula 1 de la qualité. Ou plutôt de l'excellence, comme elle nous l'explique.Contrairement à nombre d'entre nous, qui, au même âge, pensions plus à la future sortie du week-end avec les copaines, c'est à 14 ans que démarre la vocation de Farah pour la tech et les sciences de l'informatique. Une fois son bac en poche, elle arrive en France pour poursuivre son parcours. Après une licence en informatique, elle suit un master en Machine Learning et traitement automatique de l'image, en parallèle d'un apprentissage chez Dassault Système. C'est à cette occasion qu'elle découvre le sujet de la qualité. Un sujet qui ne l'a plus jamais quitté. Ayant l'envie d'évoluer dans un environnement sur lequel elle verrait son impact, elle se dirige vers le milieu des Start-up Scale-Up : en tant qu'Head of Quality Enginering, elle a ainsi participé à l'évolution d'entreprises telles que Leetchi, Mangopay, Livestorm, ou encore Ankorstore. Aujourd'hui, c'est en tant que C.T.O de Worklife qu'elle poursuit sa trajectoire.   Mais son envie d'impacter les gens et le monde de la qualité ne s'arrête pas à son environnement professionnel. Elle a ainsi co-fondé la communauté Women of Influence, lancé la newsletter Build Quality, et intervient régulièrement en tant que conférencière.Durant cette passionnante conversation, nous avons évoqué :L'importance de prendre le temps de l'introspection pour booster ses ambitions,Pourquoi elle ne pense plus qualité mais excellence ?Comment adapter ses focus excellences en fonction du projet ? Le scale ne s'improvise pas : comment l'organiser méthodiquement ?Sa formation en gouvernance en cybersécurité,Ce qu'elle fait pour monter en compétence partout, tout le temps et par tous les moyens,Comment bien s'approprier les responsabilités et la culture de l'entreprise lorsqu'on arrive comme CTO,Comment diriger le focus des équipes sur les bons éléments ?Quels sont les avantages d'avoir été testeur quand on est CTO ?Ce qu'elle fait dans ses moments “Koala”,L'intérêt d'avoir des CTO au COMEX et au board,Comment et pourquoi elle est devenue conférencière,Son moteur principal : l'impact qu'elle va avoir sur les gens,Comment faire quand on n'a pas le temps de transmettre le why et le how aux équipes ?Est-ce qu'elle aurait fait certaines choses différemment aujourd'hui ?Farah nous recommande de lire : Start with Why de Simon Sinek How to Fail at Almost Everything and Still Win Big de Scott Adams Accelerate: The Science Behind Devops: Building and Scaling High Performing Technology Organizations de Nicole Forsgren PhD, Jez Humble, Gene KimEt de suivre : David Heinemeier HanssonThe Pragmatic EngineerThe Dora Metric CommunityLisa CrispinRetrouvez Farah sur LinkedIn : https://www.linkedin.com/in/farah-chabchoub/Ou en vous abonnant à sa newsletter Build Quality : https://farahchabchoub.substack.com/Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Yaniro - The Human Factor
[SNACK] - Marine Bustarret de PENNYLANE : Quels sont les facteurs clés pour devenir un RH stratégique au Comex ?

Yaniro - The Human Factor

Play Episode Listen Later Jul 31, 2025 2:53


Intéressé.e par notre formation Yaniro Leadership Program ? Prenez rendez-vous avec Yasmine ici !Voulez-vous former les managers avec la méthode do it yourself ? Obtenez toutes les ressources ici !Découvrez un extrait du podcast de Yaniro avec comme invité Marine Bustarret, la VP People de Pennylane.

Invoice Cast
Movimentação de containers na região sul Capacidade, competição e principais conflitos - 151

Invoice Cast

Play Episode Listen Later Jul 29, 2025 40:36


- É correto vender frete internacional sem lugar para devolver o vazio?- Como está a evolução de rotas marítimas e a infrasestrutura portuária brasileira?- Por que a ANTAQ não regula Depot e suas tarifas?.Conversamos com Lucas especialista em assuntos portuários e marítimos da ANTAQ, sobre a capacidade e competição dos terminais portuários, alguns dos conflitos que estamos enfrentando e como a ANTAQ está atuando..⭕Nome e redes sociais de cada participante:.Lucas Sampaiohttps://www.instagram.com/lucassampaioataliba/https://www.linkedin.com/in/lucas-sampaio-ataliba-94713142/.Fábio Gentilhttps://www.instagram.com/dr.gentil/https://www.linkedin.com/in/drgentil/.Carolina Botelhohttps://www.linkedin.com/in/carolina-botelho-287a1370/https://www.instagram.com/carolina_botelho/.Jonas Vieirahttps://www.linkedin.com/in/jonasvieira/https://www.instagram.com/o_jonasvieira/.

That Watch Podcast
75: NWAs, rubber straps, Seiko, man maths, Comex Subs

That Watch Podcast

Play Episode Listen Later Jul 28, 2025 72:03


On this episode, Matt, Darren and G are talking about our recent acquisitions, rubber straps (not rubber trousers), Seiko, man maths, Comex Subs, and more. 

A Scrap Life
The Trade - Episode #6 with Nick, Brett and Aldo | July 25th, 2025

A Scrap Life

Play Episode Listen Later Jul 25, 2025 30:05


On this episode of A Scrap Life, Nick, Brett and Aldo discuss critical shifts happening in the copper market for scrap recyclers and dealers. The main focus is a significant transition: the industry is moving away from the traditional Comex pricing index to the London Metal Exchange (LME) for copper. This change is occurring because Comex increasingly does not reflect physical trading, with most of its contracts traded by financial institutions rather than physical traders. In contrast, the LME more accurately represents actual physical copper trade globally. Produced by Recycled Media.

trade comex lme nick brett
Commodity Culture
COMEX Silver Inventory at Record Lows - Price Dam is Breaking: Mario Innecco

Commodity Culture

Play Episode Listen Later Jul 23, 2025 41:32


Mario Innecco sees a lot of signs that the banking cartel manipulating paper silver contracts are losing their grip, as more big money stands for delivery, a move Mario points out is kryptonite to the bankers. Mario lays out his thesis for where we're currently at when it comes to naked shorting and price manipulation in the silver sector, and why there's no way the game can continue for much longer. Mario also discusses the new gold exchange opening in Russia and how it could impact the market, the recent BRICS summit and the progress they're making to circumvent the dollar, and much more.Get Your Commodity Culture Merch: https://commodity-culture-shop.fourthwall.comManeco64 Youtube Channel: https://www.youtube.com/@maneco64Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

The KE Report
Darrell Fletcher - YTD Commodities Overview: Gold, Silver, Copper, Oil, Natural Gas

The KE Report

Play Episode Listen Later Jul 23, 2025 20:21


In this KE Report daily editorial, I'm joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets. Darrell oversees the firm's commodities trading desk and offers a unique perspective on the markets - focused on hedging, volatility, and positioning through uncertainty. In this interview, we review key themes from Darrell's recent presentations at the Las Vegas MoneyShow and dig into where investors are focusing in 2025. Key topics covered: Year‑to‑date commodities review: Precious metals and copper leading the pack; top four performers are platinum, copper, silver, and gold. Tariffs, correlations, and drivers: Why dollar correlations are breaking down and how tariffs are reshaping physical flows in metals. Copper staying strong: How tariffs and infrastructure demand are driving record‑high Comex copper, even while global supply remains constrained. Energy lagging: Why crude remains range‑bound with downside risk despite low inventories, and why natural gas fundamentals look more constructive. Rotation potential: Will investor flows broaden into lagging commodities like grains and softs in the second half of 2025 and into 2026? Darrell also shares insights on trading volumes, hedging behavior, and how muted tariff reactions are shaping day‑to‑day market moves. Click here to learn more about Bannockburn Capital Markets.

The KE Report
Craig Hemke – Silver Breakout, Mining Stock Rotation, and Copper's Tariff Spike

The KE Report

Play Episode Listen Later Jul 15, 2025 22:13


Craig Hemke, Founder and Editor of TF Metals Report, joins us for a wide-ranging discussion on precious and base metals, recorded Monday, July 14th. Silver has broken out above multi-year resistance, with junior silver stocks leading the charge. Craig walks through what's fueling this breakout, including speculative flows, tariff impacts, and positioning in the COMEX market. We also discuss: Why silver is vastly outperforming gold and how the gold-silver ratio is driving sentiment How mining stocks are reacting, with smaller stocks outperforming majors like Agnico and Newmont Copper's sharp move higher on new U.S. tariff announcements, and why Trump's unpredictable stance is fueling volatility A cautionary take on silver hype, commercial short positions, and how bull markets typically unfold Inflation data, options expiry, and what to watch heading into the end of the week Craig shares insights from decades of market experience—balancing optimism with realism—as he highlights where the real opportunity may lie for precious metals investors in the second half of 2025. Click here to visit Craig's website - TF Metals Report

Arcadia Economics
Silver Rally Inches Towards $40, & Here's What To Watch For Next

Arcadia Economics

Play Episode Listen Later Jul 14, 2025 23:19


Silver Rally Inches Towards $40, & Here's What To Watch For Next The silver futures continued rallying heading into Monday morning's COMEX session, even reaching as high as $39.57. And with the price now at its highest level since September of 2011, when it was on its way down from $49 earlier that year, Vince Lanci recaps what got us here, and what to watch out for next. To find out more, click to watch the video now! - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

Argus Media
Metal Movers: The Copper Crunch

Argus Media

Play Episode Listen Later Jul 8, 2025 23:32


The transformation of copper trade flows is one of the biggest stories in metals this year. Long known as Dr. Copper for its role as a barometer of global economic health, copper has typically been a stable market—thanks to its diverse supply base and broad industrial demand. But that stability was disrupted by the re-election of Donald Trump and the launch of a Section 232 investigation into US copper imports, triggering a surge in shipments to the US and record-breaking price arbitrage between global exchanges. As copper flooded into the US, stockpiles at COMEX ballooned while buyers in China, the rest of Asia and Europe were left scrambling. Regional premiums spiked, and refined copper became scarce outside the US. Suddenly, copper began behaving more like its volatile base metal peers—unpredictable and reactive to geopolitical shifts. In this episode, Ronan Murphy, editor of Argus Non-Ferrous Markets, speaks with copper experts from the US, China, and Europe to unpack the global ripple effects. What will the US do with all this copper? How are other regions adapting? And what does the rest of the year hold for the global copper market?   In This Episode: Why copper is flooding into the US—and what happens next How China is adapting to a new copper reality How European buyers are dealing with tight supply What the future holds for copper prices and trade flows

The KE Report
Darrell Fletcher - Commodity Market Insights: Energy, Copper, and Precious Metals Trends

The KE Report

Play Episode Listen Later Jun 24, 2025 20:56


In this KE Report daily editorial, I'm joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, who provides a trading desk perspective on the latest price action, positioning, and macro signals across the energy, copper, and precious metals markets. - Energy volatility dominates June - from geopolitical spikes to bearish fundamentals. - Copper holds firm above $4 with physical market dislocations and tariff pricing. - Gold consolidates near record highs as silver plays catch-up. Key Discussion Highlights: Energy Markets: Oil spiked on Middle East tensions but quickly reversed on news of a ceasefire. Darrell highlights that despite short-term risk premiums, the WTI forward curve remains anchored around $62, reflecting ongoing bearish fundamentals like rising global inventories and weakening demand. US rig counts are at multi-year lows, but no supply shock is expected yet. Natural Gas: A short-lived surge on heatwave-driven demand brought prices above $4, but markets have now converged back toward $3.50. Darrell notes a balanced setup, supported by increasing LNG flows and long-term support from Calendar 2026 pricing around $4.40. Copper: The metal continues to trade strongly just below $5/lb. Physical flows into COMEX are pushing spreads higher, with LME inventories falling and tariff expectations leading to a 10-15% price premium. Large copper miners like Freeport and BHP are rebounding, but still lag copper's year-to-date performance. Precious Metals: Gold is flat for the month but remains near record highs, while silver is up 7% in June and closing the performance gap. Darrell maintains a bullish view on gold due to debt concerns, a weakening USD, and potential Fed rate cuts. Silver, while less of a pure monetary asset, shows strong industrial demand and momentum. US Dollar & Macro Impact: A falling USD (down ~10% YTD) is generally supportive of commodities, but Darrell points out the correlation is looser than in the past. He sees continued pressure on the greenback from fiscal concerns and rate cut expectations.

Palisade Radio
Alasdair Macleod: The Credit Bubble has Expanded into Equities, Parallels to 1929

Palisade Radio

Play Episode Listen Later Jun 19, 2025 55:28


Tom Bodrovics welcomes back gold market and finance expert Alasdair Macleod. Together they explore the escalating systemic risks in global gold and silver markets, driven by surging demand for physical delivery. Macleod highlighted the European Central Bank's (ECB) warning about skyrocketing counterparty risks in gold derivatives, emphasizing that COMEX delivery demands have reached unprecedented levels, with an annualized rate of 1,500 tons—far exceeding post-pandemic trends. This surge reflects a growing scramble for physical metal which is exacerbated by delays in delivery fulfillment. Bullion banks, fearing tariffs and supply shortages, inflated futures prices to create arbitrage opportunities, further straining markets. Macleod underscored a critical shift: central banks, once willing to lease gold to stabilize markets, now hesitate to renew leases, fearing irreversible loss of reserves. This trend, compounded by COMEX silver shortages, signals deepening liquidity crises. Demand is driven by sovereign wealth funds, Asian families, and Middle Eastern entities diversifying from the dollar amid geopolitical tensions and long-term currency devaluation fears. The discussion pivoted to the U.S. debt trap, with deficits exceeding 6% of GDP and tepid demand for long-term Treasuries. Macleod compared today's credit bubble and protectionist tariffs to the 1929 crash, warning of a potential debt deflation spiral. He noted China's strategic accumulation of gold and silver, possibly prepping the yuan for gold backing, while avoiding abrupt moves to destabilize Western economies. Amid these risks, Macleod stressed wealth preservation over accumulation, advocating physical gold as a hedge. He cautioned that markets underestimate the looming convergence of fiscal instability, currency crises, and geopolitical shifts, urging vigilance as structural economic fractures deepen. The episode closed with a stark reminder: today's calm belies a gathering storm, mirroring historical precedents where credit excesses and policy missteps fueled systemic collapse. Guest Links:Twitter: https://twitter.com/MacleodFinanceSubstack: https://substack.com/@macleodfinanceWebsite: https://goldmoney.comResearch: https://www.goldmoney.com/research/ Alasdair Macleod is Head of Research for GoldMoney. He is an educator and advocates for sound money thru demystifying finance and economics. His background includes being a stockbroker, banker, and economist. Alasdair started his career as a stockbroker in 1970 on the London Stock Exchange. Within nine years, he had risen to become senior partner of his firm. Subsequently, he held positions at the director level in investment management and worked as a mutual fund manager. Mr. Macleod also worked at a bank in Guernsey as an executive director. For most of his 40 years in the finance industry, he has been demystifying macro-economic events for his investing clients. The accumulation of this experience has convinced him that unsound monetary policies are the most destructive weapon governments use against the common man. Accordingly, his mission is to educate and inform the public in layman's terms what governments do with money and how to protect themselves from the consequences.

And We Know
6.15.25: Silver Breakout & Measured Upside Target, COMEX Silver Open interest increase + POTUS Army speech, Pray!

And We Know

Play Episode Listen Later Jun 15, 2025 32:22


Protect your investments with And We Know http://andweknow.com/gold Or call 720-605-3900, Tell them “LT” sent you. ------ *Our AWK Website: https://www.andweknow.com/ *The Patriot Light: https://thepatriotlight.com/ ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ------- *DONATIONS SITE: https://bit.ly/2Lgdrh5 *Mail your gift to: And We Know 30650 Rancho California Rd STE D406-123 (or D406-126) Temecula, CA 92591 ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ➜ Audio Bible https://www.biblegateway.com/audio/mclean/kjv/1John.3.16 Connect with us in the following ways: + DISCORD Fellows: https://discord.gg/kMt8R2FC4z

Arcadia Economics
Bank Silver Short Position On Track For All-Time Record

Arcadia Economics

Play Episode Listen Later Jun 13, 2025 1:21


Bank Silver Short Position On Track For All-Time Record The bullion banks set a new 2nd place record for largest silver short position in history last week. But as we'll find out later today, there's a good chance we're about to see a new record set for largest COMEX silver short position by the swap dealers ever. - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

Palisade Radio
Bob Coleman: Gold, Silver, Platinum, Basel III & Financial Instability

Palisade Radio

Play Episode Listen Later Jun 5, 2025 54:36


Tom Bodrovics welcomes back Bob Coleman of Idaho Armored Vaults to discuss silver market dynamics, geopolitical tensions, and precious metals trends. They start by analyzing the recent 5.5% rise in silver prices, attributing it to Trump's tariff announcements and the impact on COMEX short positions. Coleman explains that the silver market is experiencing a squeeze due to excessive short positions, with traders struggling to unwind contracts as physical demand grows. The conversation highlights how managed money, including hedge funds and commodity trading advisors, has been forced out of long positions during market sell-offs, leaving shorts dominant in certain markets. This dynamic creates upward pressure on prices despite weak retail buying activity. Coleman notes that high-net-worth individuals are increasingly turning to precious metals as a hedge against economic uncertainty, though physical demand remains subdued compared to past cycles. They also explore platinum's 15-17% year-to-date gains and its potential for further growth due to supply constraints and rising industrial demand. The discussion touches on the delayed implementation of Basel III regulations, which have reduced bank activity in unallocated precious metals, and the growing role of stablecoins like Tether in the Treasury market. Coleman emphasizes the importance of physical ownership over derivatives or structured products, citing risks such as nationalization of storage facilities and geopolitical instability. He advises readers to review storage agreements and terms of service to avoid hidden counterparty risks. The interview concludes with a focus on long-term trends in precious metals, driven by inflation fears and central bank policies. Bob urges investors to stay informed and cautious about market manipulation. Time Stamp References:0:00 - Introduction0:32 - Silver & Recent Moves4:58 - 2025 Open Interest7:51 - Banks & Big Buyers11:00 - Platinum Outlook?14:10 - Shorts & Supply18:10 - Inflation & Deflection22:07 - Platinum Tariff Exempt?23:58 - Basel III Details28:13 - Stablecoins & Tether34:48 - ECB Gold Mkt Warning37:19 - Cad Mint Storage Terms40:45 - Retail Bullion Demand?46:02 - Manipulation Concerns?49:53 - Biggest Market Movers52:38 - Long-Term Big Picture53:40 - Wrap Up Guest Links:X: https://x.com/profitsplusidWebsite: https://www.goldsilvervault.com/ Bob Coleman is a Registered Investment Advisor since 1992. In 2001, he founded Profits Plus Capital Management, LLC (RIA) and Dollars and Sense Growth Fund. Recognizing the necessity for physical metal storage, he founded Idaho Armored Vaults and Gold Silver Vault in 2008. They are a distinguished and respected leader in the precious metals industry specializing in storage, transportation, shipping logistics, and security.

Palisade Radio
Greg Weldon: We have Crossed the Debt Macro Event Horizon

Palisade Radio

Play Episode Listen Later Jun 4, 2025 39:37


Tom welcomes back Greg Weldon, a seasoned financial market veteran and publisher of The Global Macro Strategy Report . They discuss the critical themes shaping the global economy in 2025. Highlighting Scott Bessent's remarks, Weldon explains that the U.S. government will never default on its debt, and instead will perpetually devalue the currency to service its obligations. He warns that the country has however crossed a "macro event horizon," where it is trapped in a gravitational pull of debt that grows unsustainably relative to GDP. Weldon points to $54 trillion in combined public and household debt—186% of GDP—as evidence of this precarious situation. With foreign buyers losing appetite for U.S. assets, the Fed may become the last resort buyer of Treasuries, perpetuating the cycle of money printing. He notes that foreign ownership of U.S. bonds remains low, leaving domestic institutions to absorb much of the burden. The conversation delves into inflation and its drivers. Weldon argues that while energy prices remain subdued due to base effects, food inflation and service sector pressures pose significant risks. He also questions whether higher inflation expectations can be anchored, given the Fed's challenges in balancing monetary policy with economic growth. Weldon predicts that the Fed will increasingly prioritize preventing debt deflation over controlling inflation, leading to further dollar depreciation. Weldon expresses skepticism about a gold-backed dollar or bond solution, noting that U.S. gold reserves are insufficient to cover deficits meaningfully. Instead, he highlights gold and silver as potential beneficiaries of currency debasement, with silver poised for a breakout after years of underperformance. He also touches on global trends, such as Europe's rise as a safer haven and the BRICS nations' growing interest in dollar system alternatives. Ultimately, Weldon paints a picture of a world teetering on debt-driven instability, where central banks are forced to choose between reflating economies or facing collapse. Time Stamp References:0:00 - Introduction0:45 - Bessent & Default Risk4:55 - Moody's Downgrade7:12 - U.S. Debt Refinancing9:40 - Foreign Debt Buyers?12:20 - Japan's Bond Issues15:03 - Solutions & Gold Std?16:55 - Equities & Silver20:30 - The Fed Catch 2224:25 - Fwd Inflation Drivers?27:54 - Debt Saturation & Ceilings34:50 - Polarization & Extremes38:50 - Wrap Up Guest Links:Website: https://www.weldononline.com/X: https://x.com/WeldonLIVEMoney Podcast: https://x.com/money_podcastYouTube: https://www.youtube.com/@GregoryWeldonE-Mail: sales@weldononline.com Greg Weldon is a veteran in the global financial markets industry with over 40 years of experience. He started his career as a floor trader on the COMEX and later worked as a broker for Lehman Brothers and Prudential Securities. He then became a proprietary money manager for hedge funds Moore Capital Management and Commodities Corporation. In 1998, he founded Weldon Financial and has been producing independent research ever since. His clients include top hedge funds, banks, government agencies, and individual investors. WeldonLIVE, his flagship service, provides a comprehensive market research report, including live commentary. The service covers global economic reports, supply-demand fundamentals, monetary trends, and their impact on stock, bond, currency, and commodity markets. Weldon combines a top-down macro approach with technical analysis to offer a broad view of market trends. He provides market recommendations in sectors such as stock indexes, metals, currencies, fixed-income, energy, and commodities.

Sprott Money News
Will the Silver Price Go Higher Or Is It Stuck? COMEX Price Manipulation | David Morgan

Sprott Money News

Play Episode Listen Later May 30, 2025 24:02


Is the silver market rigged? In this hard-hitting interview, precious metals expert David Morgan exposes how the COMEX and paper silver contracts are distorting true silver prices — leaving retail investors misled and market fundamentals ignored. From the gold-silver ratio sitting at historic extremes to the manipulation of physical delivery through cash settlements, David breaks down the critical problems behind the scenes. Learn why physical silver remains the only real hedge, and what the massive global vault movements could mean for the future.

Commodity Culture
'Unprecedented Times' For Gold as COMEX Deliveries Explode: Tim Smith

Commodity Culture

Play Episode Listen Later May 26, 2025 31:04


CEO of U.S. GoldMining (NASDAQ: USGO) Tim Smith sees a multitude of factors working in gold's favor, including rising geopolitical risk, debasement of the US dollar, nations divesting themselves of dollar-denominated assets and embracing gold, and an explosion in COMEX deliveries, as counterparties stand for delivery en masse. Tim also dives into the details of US GoldMining's flagship Whistler Copper-Gold Project in Alaska and their plans for taking advantage of a gold bull market like no other.U.S. GoldMining Website: https://www.usgoldmining.usFollow U.S. GoldMining on X: https://x.com/USGoldminingDisclaimer: Commodity Culture was compensated by U.S. GoldMining for producing this interview. Jesse Day is not a shareholder of U.S. GoldMining. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Kinesis Money
Buffett, Gold & the Shadow Government Running the Show. Feat. Dr Stephen Leeb - LFTV Ep 224

Kinesis Money

Play Episode Listen Later May 23, 2025 65:02


In this week's Live from the Vault, Andrew Maguire welcomes back Dr. Steven Leeb to explore gold's unshakable, sacred role in a rapidly shifting monetary order, as multipolarity rises and the dollar's global credibility continues to erode.Dr Leeb examines Warren Buffett's cryptic repositioning, America's deepening structural crises, and the spiritual thread linking gold to freedom, warning that without a return to sound money, the US risks economic and geopolitical collapse.Dr. Stephen Leeb's website: https://www.stephenleeb.com/More About Dr. Leeb and his publication:Most Investors have yet to grasp how radically the world is changing and the drastic impact this will have on the financial markets. In our previous investment publication, The Complete Investor, we warned of this rapidly approaching era of unprecedented turbulence. Investors face risks and some great opportunities, which we will continue to highlight and monitor in our Core Investment Portfolios.Turbulent Times Investor- About Us Page: https://tti.kartra.com/page/AboutTTISend your questions to Andy here: https://www.speakpipe.com/LFTV_______________________________________________________________Timestamps: 00:00 Start01:00 Dollar declines, gold rises, Buffett pivots—paradigm shifting10:50 Gold, peace, freedom—Buffett's vision in volatile times16:39 Control money, control people — resistance is rising24:16 Currency unity is the key to global stability32:44 Empires fade when enemies innovate and truths emerge40:44 Broken systems, rising costs — gold becomes a necessity48:27 BRICS physical gold-oil trade signals COMEX's inevitable decline56:47 Global finance fractures; urgent wealth protection required now_______________________________________________________________Alternatively, you can send questions via the forum: https://forum.kinesis.money/forums/questions-for-lftv-live-from-the-vault.80/ Sign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_224Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don't forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

Shaun Newman Podcast
#852 - Vince Lanci

Shaun Newman Podcast

Play Episode Listen Later May 20, 2025 82:27


Vince Lanci started his career over two decades ago as a marketmaker on the floors of the NYMEX, COMEX, and NYBOT exchanges, where he specialized in trading commodities with a particular focus on energy options. In 2007, he founded Echobay Partners, a venture capital group dedicated to Exchange Vertical Investments. Currently, he holds the position of Managing Partner at Echobay Partners LLC, overseeing the strategic direction in trading and investment. We discuss Gold, China/USA, generational change and movement in Silver. To watch the Full Cornerstone Forum: https://open.substack.com/pub/shaunnewmanpodcastGet your voice heard: Text Shaun 587-217-8500Silver Gold Bull Links:Website: https://silvergoldbull.ca/Email: SNP@silvergoldbull.comText Grahame: (587) 441-9100Bow Valley Credit UnionWebsite: www.BowValleycu.comEmail: welcome@BowValleycu.com Use the code “SNP” on all ordersProphet River Links:Website: store.prophetriver.com/Email: SNP@prophetriver.com

Kinesis Money
West Misses China's Gold Bullet Train - LFTV Ep 223

Kinesis Money

Play Episode Listen Later May 16, 2025 41:03


In this week's Live from the Vault, Andrew Maguire takes calls from the community, answering pressing questions about gold's rally fuelled by strong Asian and BRICS demand amid limited Western speculative activity, and other key topics.Andrew also discusses the impact of Basel III regulations starting 1 July, which are accelerating physical gold repatriation, alongside China's expanding global gold settlement system — signalling a major shift in gold ownership and pricing.Send your questions to Andy here: https://www.speakpipe.com/LFTV_______________________________________________________________Timestamps: 00:00 Start00:48 Gold rises quietly as East outpaces West07:04 Physical gold sets price as COMEX loses grip15:40 Basel III January 1st deadline: gold revaluation coming?21:50 China's trillion gold push, BRICS new gold vaults28:40 China boosts gold buying. Silver lags under OCC shorts34:00 About silver suppression, demand surging globally_______________________________________________________________Alternatively, you can send questions via the forum: https://forum.kinesis.money/forums/questions-for-lftv-live-from-the-vault.80/ Sign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_221Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don't forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

Kinesis Money
1st July - Gold Liberation Day - LFTV Ep 221

Kinesis Money

Play Episode Listen Later May 2, 2025 44:36


In this week's Live from the Vault, Andrew Maguire breaks down gold's recent sharp rise and fall, exposing how short-term volatility is engineered through unbacked US paper markets — now facing a reckoning as Basel III enforcement draws near. As China steps up physical gold acquisition and global FX markets eclipse COMEX in both credibility and scale, July's compliance deadline threatens to shift gold's pricing power eastward, marking a structural break from Western dominance.Send your questions to Andy here: https://www.speakpipe.com/LFTVAlternatively, you can send questions via the forum: https://forum.kinesis.money/forums/questions-for-lftv-live-from-the-vault.80/ Sign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_221Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don't forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

Palisade Radio
John Johnston: America’s New Bull Market and the Unknown Top for Gold

Palisade Radio

Play Episode Listen Later May 1, 2025 56:32


Tom Bodrovics welcomes John Johnston (JJ), a seasoned trader with over 47 years of experience and 30-Years on the Comex and Nymex. John expresses a bullish stance on gold, emphasizing its long-term potential despite near-term volatility. He acknowledges silver's struggles due to contango and high costs but remains optimistic about its eventual rebound. He also highlights his bullishness on bonds and the U.S. economy, crediting President Trump for fostering positive change and balance in the financial system. JJ's trading strategy revolves around technical indicators like the slow stochastic oscillator and Wells Wilder's directional movement indicator, which he applies across various markets. He stresses the importance of position sizing, risk management, and understanding one's limitations as critical components of successful trading. The conversation delves into broader economic themes, including Trump's policies on taxation, tariffs, and antitrust measures, which JJ believes could redistribute wealth more equitably. He also touches on risks such as geopolitical tensions and potential recessions but remains optimistic about the administration's ability to navigate these challenges. John critiques the Federal Reserve's dual mandate, arguing it should prioritize protecting the dollar and banking system. He reflects on the historical significance of current events, likening them to pivotal moments in American history that will shape the nation's future. Time Stamp References:0:00 - Introduction0:57 - Current Market Thoughts3:30 - Comex Experience11:23 - Gold Bull & Sentiment15:00 - Crude / Gold Ratio24:46 - Trump Policies & Risks34:48 - Silver Scenarios39:50 - Manipulation & Metals?43:20 - Vault Audits & Tungsten47:16 - Powell Challenges53:12 - Concluding Thoughts55:25 - Wrap Up Guest LinksSubstack: https://jj745.substack.comX: https://x.com/Alyosha745 John Johnston (JJ) is a veteran trader for 47-years with 30-years experience with the Comex and NYMEX. Known for his expertise in energy, gold, and silver, his views are old school pit wisdom with decades of technical evolution, and a somewhat literate overview of history and maket-lore. He writes about market trends and insights on the Market Vibes Substack. He says, "As a writer, I never try to be right. I try to be honest. I never want a reader to think what I think. I want the reader to know what I know."

Arcadia Economics
Gold & Silver Trading Is Moving Away From The COMEX, Part 2

Arcadia Economics

Play Episode Listen Later Apr 29, 2025 16:38


Gold & Silver Trading Is Moving Away From The COMEX, Part 2 Sometimes it happens slower than people expect. But nonetheless, we're still seeing a shift in the pricing power of gold & silver, away from the COMEX. And in this morning's show, Vince Lanci shares part two of his explanation of why. To find out more, click to wtach the video now! - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

Arcadia Economics
COMEX Gold & Silver Volume Shrinks, As Pricing Power Shifts To The Far East

Arcadia Economics

Play Episode Listen Later Apr 28, 2025 15:19


COMEX Gold & Silver Volume Shrinks, As Pricing Power Shifts To The Far East There's been a lot happening in the gold & silver markets lately. Although what's gotten less attention behind the scenes is how we continue to see precious metals pricing power drift from the COMEX over to the Far East. Vince Lanci explains what's happening in today's show, and to discover what most won't find until after it's too late, click to watch the video now! - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

A Scrap Life
The Trade - Episode #2 with Nick, Brett and Aldo | April 22nd, 2025

A Scrap Life

Play Episode Listen Later Apr 22, 2025 44:18


In this second episode of "The Trade," Brett dives deep into the copper market with special guest Aldo Jordan. They break down the current wild volatility and record-high copper spreads. Aldo explains how the COMEX index is increasingly influenced by financial markets rather than just supply and demand from consumers. They discuss the importance of liquidity, quality, and relationships for small to medium-sized scrap businesses navigating this challenging market. Aldo also shares advice on how to approach buying and selling in the current climate and touches on China's changing role in copper consumption.For help and more insights, you can reach Aldo Jordan at themetalsaggency.com.Produced by Recycled Media.

The Market Huddle
COMEX Futures Veteran Insights (Guest: John Johnston)

The Market Huddle

Play Episode Listen Later Mar 15, 2025 138:07


This week, Kevin & Patrick welcome to the show, John Johnston. They’ll discuss his career on the trading floor, explore the silver squeeze of the late 1970s, and reveal what he’s buying and selling today. Subscribe to Market Vibes on Substack: https://jj745.substack.com/ Click Here To Register FREE to Big Picture Trading’s Webinar, Stock Repair Strategies using Options: https://www.bigpicturetrading.com  Subscribe To Patrick's New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna Visit our merch store!!! https://www.themarkethuddlemerch.com/

The Grant Williams Podcast
The Grant Williams Podcast Ep. 94 - Ronan Manly FULL EPISODE

The Grant Williams Podcast

Play Episode Listen Later Mar 3, 2025 55:40


In the latest episode of The Grant Williams Podcast, Ronan Manly joins me for a deep dive into the fascinating world of the gold market. We explore its rich history and intricate structure, from the pivotal roles of the London Bullion Market Association (LBMA) and the COMEX futures exchange in shaping global trade, to the concept of ‘unallocated gold' and the fractional reserve system that underpins much of the market. We also examine the recent surge in central bank demand for physical gold, a trend that's straining delivery systems and causing delays at institutions like the Bank of England. Against a backdrop of rising geopolitical tensions, we discuss how these dynamics could signal a shift away from the US dollar-based monetary system, potentially positioning gold as a cornerstone of international trade or even as backing for new regional currencies. Finally, we tackle the possibility of a seismic event in the paper gold market—where pricing power might move from London to exchanges like Shanghai—leading to a divergence between paper and physical gold prices. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.