Podcasts about EFP

  • 87PODCASTS
  • 937EPISODES
  • 17mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Feb 20, 2026LATEST

POPULARITY

20192020202120222023202420252026


Best podcasts about EFP

Show all podcasts related to efp

Latest podcast episodes about EFP

Mysl investora
599: Family governance: téma, které by nemělo přijít pozdě.

Mysl investora

Play Episode Listen Later Feb 20, 2026 29:14


V dnešním díle moudrého investora se věnujeme nastavení rodinných hodnot, pravidel a rodinných ústav. Doposud toto téma s naší strany nebylo tolik komunikováno, nyní jej má na starosti Pavel Černík ve spolupráci s novou právní kanceláří – tak, aby všechny části rodinné struktury fungovaly dlouhodobě a správně.

Fred English Channel » FRED English Podcast
Fatlume Bunjaku, interview with the European Shooting Star 2026 from Albania

Fred English Channel » FRED English Podcast

Play Episode Listen Later Feb 17, 2026 5:33


To represent Kosovo and Albania at the EFP's European Shooting Stars 2026: Fatlume Bunjaku The post Fatlume Bunjaku, interview with the European Shooting Star 2026 from Albania appeared first on Fred Film Radio.

Fred English Channel » FRED English Podcast
Lucas Englander, interview with the European Shooting Star 2026 from Austria

Fred English Channel » FRED English Podcast

Play Episode Listen Later Feb 17, 2026 10:46


To represent Austria at the EFP's European Shooting Stars 2026: Lucas Englander The post Lucas Englander, interview with the European Shooting Star 2026 from Austria appeared first on Fred Film Radio.

Fred English Channel » FRED English Podcast
Violet Braeckman, interview with the European Shooting Star 2026 from Belgium

Fred English Channel » FRED English Podcast

Play Episode Listen Later Feb 17, 2026 9:44


To represent Belgium at the EFP's European Shooting Stars 2026: Violet Braeckman The post Violet Braeckman, interview with the European Shooting Star 2026 from Belgium appeared first on Fred Film Radio.

Fred English Channel » FRED English Podcast
Salif Cissé, interview with the European Shooting Star 2026 from France

Fred English Channel » FRED English Podcast

Play Episode Listen Later Feb 17, 2026 7:11


To represent France at the EFP's European Shooting Stars 2026: Salif Cissé The post Salif Cissé, interview with the European Shooting Star 2026 from France appeared first on Fred Film Radio.

Fred English Channel » FRED English Podcast
Enno Trebs, interview with the European Shooting Star 2026 from Germany

Fred English Channel » FRED English Podcast

Play Episode Listen Later Feb 17, 2026 8:22


To represent Germany at the EFP's European Shooting Stars 2026: Enno Trebs The post Enno Trebs, interview with the European Shooting Star 2026 from Germany appeared first on Fred Film Radio.

Fred Portuguese Channel » FRED Portuguese Podcast
Violet Braeckman, interview with the European Shooting Star 2026 from Belgium

Fred Portuguese Channel » FRED Portuguese Podcast

Play Episode Listen Later Feb 17, 2026 9:44


To represent Belgium at the EFP's European Shooting Stars 2026: Violet Braeckman The post Violet Braeckman, interview with the European Shooting Star 2026 from Belgium appeared first on Fred Film Radio.

Fred Polish Channel » FRED Polish Podcast
Salif Cissé, interview with the European Shooting Star 2026 from France

Fred Polish Channel » FRED Polish Podcast

Play Episode Listen Later Feb 17, 2026 7:11


To represent France at the EFP's European Shooting Stars 2026: Salif Cissé The post Salif Cissé, interview with the European Shooting Star 2026 from France appeared first on Fred Film Radio.

Fred Polish Channel » FRED Polish Podcast
Violet Braeckman, interview with the European Shooting Star 2026 from Belgium

Fred Polish Channel » FRED Polish Podcast

Play Episode Listen Later Feb 17, 2026 9:44


To represent Belgium at the EFP's European Shooting Stars 2026: Violet Braeckman The post Violet Braeckman, interview with the European Shooting Star 2026 from Belgium appeared first on Fred Film Radio.

Fred Polish Channel » FRED Polish Podcast
Lucas Englander, interview with the European Shooting Star 2026 from Austria

Fred Polish Channel » FRED Polish Podcast

Play Episode Listen Later Feb 17, 2026 10:46


To represent Austria at the EFP's European Shooting Stars 2026: Lucas Englander The post Lucas Englander, interview with the European Shooting Star 2026 from Austria appeared first on Fred Film Radio.

Fred Polish Channel » FRED Polish Podcast
Fatlume Bunjaku, interview with the European Shooting Star 2026 from Albania

Fred Polish Channel » FRED Polish Podcast

Play Episode Listen Later Feb 17, 2026 5:33


To represent Kosovo and Albania at the EFP's European Shooting Stars 2026: Fatlume Bunjaku The post Fatlume Bunjaku, interview with the European Shooting Star 2026 from Albania appeared first on Fred Film Radio.

Fred Portuguese Channel » FRED Portuguese Podcast
Enno Trebs, interview with the European Shooting Star 2026 from Germany

Fred Portuguese Channel » FRED Portuguese Podcast

Play Episode Listen Later Feb 17, 2026 8:22


To represent Germany at the EFP's European Shooting Stars 2026: Enno Trebs The post Enno Trebs, interview with the European Shooting Star 2026 from Germany appeared first on Fred Film Radio.

Fred Portuguese Channel » FRED Portuguese Podcast
Salif Cissé, interview with the European Shooting Star 2026 from France

Fred Portuguese Channel » FRED Portuguese Podcast

Play Episode Listen Later Feb 17, 2026 7:11


To represent France at the EFP's European Shooting Stars 2026: Salif Cissé The post Salif Cissé, interview with the European Shooting Star 2026 from France appeared first on Fred Film Radio.

Fred Portuguese Channel » FRED Portuguese Podcast
Lucas Englander, interview with the European Shooting Star 2026 from Austria

Fred Portuguese Channel » FRED Portuguese Podcast

Play Episode Listen Later Feb 17, 2026 10:46


To represent Austria at the EFP's European Shooting Stars 2026: Lucas Englander The post Lucas Englander, interview with the European Shooting Star 2026 from Austria appeared first on Fred Film Radio.

Fred Industry Channel » FRED Industry Podcast
Fatlume Bunjaku, interview with the European Shooting Star 2026 from Albania

Fred Industry Channel » FRED Industry Podcast

Play Episode Listen Later Feb 17, 2026 5:33


To represent Kosovo and Albania at the EFP's European Shooting Stars 2026: Fatlume Bunjaku The post Fatlume Bunjaku, interview with the European Shooting Star 2026 from Albania appeared first on Fred Film Radio.

Fred Portuguese Channel » FRED Portuguese Podcast
Fatlume Bunjaku, interview with the European Shooting Star 2026 from Albania

Fred Portuguese Channel » FRED Portuguese Podcast

Play Episode Listen Later Feb 17, 2026 5:33


To represent Kosovo and Albania at the EFP's European Shooting Stars 2026: Fatlume Bunjaku The post Fatlume Bunjaku, interview with the European Shooting Star 2026 from Albania appeared first on Fred Film Radio.

Fred Romanian Channel » FRED Romanian Podcast
Enno Trebs, interview with the European Shooting Star 2026 from Germany

Fred Romanian Channel » FRED Romanian Podcast

Play Episode Listen Later Feb 17, 2026 8:22


To represent Germany at the EFP's European Shooting Stars 2026: Enno Trebs The post Enno Trebs, interview with the European Shooting Star 2026 from Germany appeared first on Fred Film Radio.

Fred Romanian Channel » FRED Romanian Podcast
Salif Cissé, interview with the European Shooting Star 2026 from France

Fred Romanian Channel » FRED Romanian Podcast

Play Episode Listen Later Feb 17, 2026 7:11


To represent France at the EFP's European Shooting Stars 2026: Salif Cissé The post Salif Cissé, interview with the European Shooting Star 2026 from France appeared first on Fred Film Radio.

Fred Romanian Channel » FRED Romanian Podcast
Violet Braeckman, interview with the European Shooting Star 2026 from Belgium

Fred Romanian Channel » FRED Romanian Podcast

Play Episode Listen Later Feb 17, 2026 9:44


To represent Belgium at the EFP's European Shooting Stars 2026: Violet Braeckman The post Violet Braeckman, interview with the European Shooting Star 2026 from Belgium appeared first on Fred Film Radio.

Fred Romanian Channel » FRED Romanian Podcast
Lucas Englander, interview with the European Shooting Star 2026 from Austria

Fred Romanian Channel » FRED Romanian Podcast

Play Episode Listen Later Feb 17, 2026 10:46


To represent Austria at the EFP's European Shooting Stars 2026: Lucas Englander The post Lucas Englander, interview with the European Shooting Star 2026 from Austria appeared first on Fred Film Radio.

Fred Romanian Channel » FRED Romanian Podcast
Fatlume Bunjaku, interview with the European Shooting Star 2026 from Albania

Fred Romanian Channel » FRED Romanian Podcast

Play Episode Listen Later Feb 17, 2026 5:33


To represent Kosovo and Albania at the EFP's European Shooting Stars 2026: Fatlume Bunjaku The post Fatlume Bunjaku, interview with the European Shooting Star 2026 from Albania appeared first on Fred Film Radio.

Fred Slovenian Channel » FRED Slovenian Podcast
Enno Trebs, interview with the European Shooting Star 2026 from Germany

Fred Slovenian Channel » FRED Slovenian Podcast

Play Episode Listen Later Feb 17, 2026 8:22


To represent Germany at the EFP's European Shooting Stars 2026: Enno Trebs The post Enno Trebs, interview with the European Shooting Star 2026 from Germany appeared first on Fred Film Radio.

Fred Slovenian Channel » FRED Slovenian Podcast
Salif Cissé, interview with the European Shooting Star 2026 from France

Fred Slovenian Channel » FRED Slovenian Podcast

Play Episode Listen Later Feb 17, 2026 7:11


To represent France at the EFP's European Shooting Stars 2026: Salif Cissé The post Salif Cissé, interview with the European Shooting Star 2026 from France appeared first on Fred Film Radio.

Fred Slovenian Channel » FRED Slovenian Podcast
Violet Braeckman, interview with the European Shooting Star 2026 from Belgium

Fred Slovenian Channel » FRED Slovenian Podcast

Play Episode Listen Later Feb 17, 2026 9:44


To represent Belgium at the EFP's European Shooting Stars 2026: Violet Braeckman The post Violet Braeckman, interview with the European Shooting Star 2026 from Belgium appeared first on Fred Film Radio.

Fred Slovenian Channel » FRED Slovenian Podcast
Lucas Englander, interview with the European Shooting Star 2026 from Austria

Fred Slovenian Channel » FRED Slovenian Podcast

Play Episode Listen Later Feb 17, 2026 10:46


To represent Austria at the EFP's European Shooting Stars 2026: Lucas Englander The post Lucas Englander, interview with the European Shooting Star 2026 from Austria appeared first on Fred Film Radio.

Fred Slovenian Channel » FRED Slovenian Podcast
Fatlume Bunjaku, interview with the European Shooting Star 2026 from Albania

Fred Slovenian Channel » FRED Slovenian Podcast

Play Episode Listen Later Feb 17, 2026 5:33


To represent Kosovo and Albania at the EFP's European Shooting Stars 2026: Fatlume Bunjaku The post Fatlume Bunjaku, interview with the European Shooting Star 2026 from Albania appeared first on Fred Film Radio.

Fred Polish Channel » FRED Polish Podcast
Enno Trebs, interview with the European Shooting Star 2026 from Germany

Fred Polish Channel » FRED Polish Podcast

Play Episode Listen Later Feb 17, 2026 8:22


To represent Germany at the EFP's European Shooting Stars 2026: Enno Trebs The post Enno Trebs, interview with the European Shooting Star 2026 from Germany appeared first on Fred Film Radio.

Fred Industry Channel » FRED Industry Podcast
Salif Cissé, interview with the European Shooting Star 2026 from France

Fred Industry Channel » FRED Industry Podcast

Play Episode Listen Later Feb 17, 2026 7:11


To represent France at the EFP's European Shooting Stars 2026: Salif Cissé The post Salif Cissé, interview with the European Shooting Star 2026 from France appeared first on Fred Film Radio.

Fred Industry Channel » FRED Industry Podcast
Lucas Englander, interview with the European Shooting Star 2026 from Austria

Fred Industry Channel » FRED Industry Podcast

Play Episode Listen Later Feb 17, 2026 10:46


To represent Austria at the EFP's European Shooting Stars 2026: Lucas Englander The post Lucas Englander, interview with the European Shooting Star 2026 from Austria appeared first on Fred Film Radio.

Fred Industry Channel » FRED Industry Podcast
Violet Braeckman, interview with the European Shooting Star 2026 from Belgium

Fred Industry Channel » FRED Industry Podcast

Play Episode Listen Later Feb 17, 2026 9:44


To represent Belgium at the EFP's European Shooting Stars 2026: Violet Braeckman The post Violet Braeckman, interview with the European Shooting Star 2026 from Belgium appeared first on Fred Film Radio.

Fred Industry Channel » FRED Industry Podcast
Enno Trebs, interview with the European Shooting Star 2026 from Germany

Fred Industry Channel » FRED Industry Podcast

Play Episode Listen Later Feb 17, 2026 8:22


To represent Germany at the EFP's European Shooting Stars 2026: Enno Trebs The post Enno Trebs, interview with the European Shooting Star 2026 from Germany appeared first on Fred Film Radio.

Mysl investora
596: Jak funguje commitment plán v praxi

Mysl investora

Play Episode Listen Later Jan 22, 2026 25:45


V tomto videu se Dominik Krampla společně s Patrikem Martincem detailně zaměřují na commitment plán, který je zásadní součástí našich investičních strategií v oblasti private equity a soukromých trhů.

Mysl investora
595: Expanze na Slovensko & nové příležitosti v private wealth

Mysl investora

Play Episode Listen Later Jan 16, 2026 28:26


V dnešním díle Aktualit moudrého investora se věnujeme naší expanzi na slovenský trh. Proč jsme se rozhodli právě pro Slovensko a jaké příležitosti dnes slovenské prostředí nabízí investorům a podnikatelům?

Mysl investora
593: Sušánka & partneři: Světová úroveň správy majetku v českém prostředí

Mysl investora

Play Episode Listen Later Jan 14, 2026 4:28


Vítejte na oficiálním kanálu společnosti Sušánka & partneři. Jsme experti na Private Wealth Advisory a Multi Family Office. Naším posláním je dávat vašemu majetku strukturu, řád a ochranu, kterou si zaslouží.V čem jsme jiní?➡️ Západní standardy: Přinášíme do ČR strategie prověřené švýcarskými a americkými privátními bankami.➡️ Absolutní transparentnost: Nejsme prodejci produktů. Jsme placeni přímo vámi, nikoliv provizemi. Naše zájmy jsou tak vždy v souladu s těmi vašimi.➡️ Komplexní nadhled: Od mezigeneračního transferu a daňového plánování až po exkluzivní investice do Private Equity.Hledáte cestu, jak ochránit rodinné bohatství a zajistit mu kontinuitu? Jsme vaši partneři pro strategické řízení financí s důrazem na výsledky a diskrétnost.

Mysl investora
592: Poslední slova zakladatele Jana Sušánky

Mysl investora

Play Episode Listen Later Dec 31, 2025 4:01


Tento díl minutovek patří Janu Sušánkovi. Po letech budování předal roli CEO Lukášovi Krchňákovi a firma Sušánka & partneři vstupuje do nové fáze svého vývoje.

Mysl investora
591:  Rok zásadních změn v Sušánka & partneři

Mysl investora

Play Episode Listen Later Dec 24, 2025 3:25


Rok 2025 byl pro Sušánka & partneři rokem zásadních změn.

Mysl investora
588: Jak přizpůsobujeme služby náročným klientům

Mysl investora

Play Episode Listen Later Dec 12, 2025 4:39


Mysl investora
584: Kam směřujeme v následujících letech

Mysl investora

Play Episode Listen Later Nov 27, 2025 17:51


V dnešním dílu se Lukáš Krchňák, Pavel Černík a Dominik Krampla dívají na dynamický růst firmy a proměnu jejího charakteru.

The Lumber Word
EP 145: When Unplugging Doesn't Work

The Lumber Word

Play Episode Listen Later Oct 30, 2025 59:08


This week on The Lumber Word, the crew welcomes Patrick Teoli, IT specialist and owner of BluCirrus, to tackle all those tech questions that “just unplug it and plug it back in” won't solve. From system crashes to smarter setups, Patrick keeps it real about how tech meets the lumber world. Then, things heat up fast in the lumber market discussion — and it's a wild one. After a sharp CME selloff, fear is rippling through the supply chain. So where's the opportunity hiding? Gregg, Matt, Charles, and Ashley break it down with their takes on Hem-Fir convergence, mills that might pull the plug, and why if you're EFP'ing and sleeving through five people, you're probably missing the real play. Come for the information, stay for the laughs — and leave a little smarter (and maybe better looking).   Advertisers: Fastmarkets Random Lengths djalbert@fastmarkets.com www.fastmarkets.com Layman's Lumber Guide www.laymansguide.com Matt@laymansguide.com   Guest: Patrick Teoli BLUCIRRUS pteoli@blucirrus.com   Show Contacts Gregg Riley: Gregg@sitkainc.com Charles DeLaTorre: cdelatorre@ifpwood.com Matt Beymer: mattbeymer@hamptonlumber.com Ashley Boeckholt: ashley@sitkainc.com  

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.

Kinesis Money
Physical Gold Rising as Basel III Bites. Feat. Craig Hemke - LFTV Ep 230

Kinesis Money

Play Episode Listen Later Jul 4, 2025 65:33


In this week's Live from the Vault, Andrew Maguire and Craig Hemke question whether Middle East tensions are being staged to distract from China's trade corridor and the BRICS summit—both signalling a deeper shift towards physical settlement.Craig flags the return of headline-driven market volatility under Donald Trump, with both experts reaffirming that the long-term fiat collapse is now exposing the flaws in the paper gold system, prompting a global pivot towards transparent, physical trading.Check out Craig Hemke: https://x.com/TFMetalshttps://www.tfmetalsreport.com/Watch The biggest gold and silver swindle of all time...https://youtu.be/ALZP8twExEU_______________________________________________________________Timestamps: 00:00 Start01:07 Are Middle East tensions a smoke screen for BRICS and China's trade corridor?08:08 Basel III cracks paper gold, physical markets take control16:41 EFP collapse signals end of paper gold pricing dominance23:54 Central banks scramble for gold as global debt explodes32:18 Physical silver pricing breaks free from paper market control40:08 Silver's moment: Inertia breaking to new highs50:09 Collective power drives fair precious metals pricing56:15 Are silver and gold primed for an unstoppable breakout?_______________________________________________________________Send your questions to Andy here: https://www.speakpipe.com/LFTVSign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_229Download 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
Eric Yeung: The LBMA Crisis – Delays, Borrowing, and the Race to Secure Physical Gold

Palisade Radio

Play Episode Listen Later Feb 21, 2025 52:26


Tom welcomes a new guest Eric Yueng to explore the current state of the gold market, focusing on the LBMA's physical delivery delays, the surge in physical gold demand at the COMEX, and the implications for investors. Yueng explains that the London Bullion Market Association (LBMA) has seen significant delays in physical gold deliveries, increasing from T+2 or T+4 to T+30 or even T+60. This has led to a surge in physical gold delivery requests at the COMEX, with volumes reaching 15 times normal levels in December and January, and continuing to rise in February. He attributes this surge to investors seeking physical metal rather than cash-settled contracts, driven by concerns over the LBMA's ability to deliver. Yueng discusses the role of exchange-for-physical (EFP) trading pairs, where arbitrageurs typically profit from price differences between COMEX and LBMA markets. However, the current demand for physical delivery has disrupted this mechanism, potentially leading to a "short squeeze" as those unable to secure physical gold are forced to cover their positions at higher prices. He suggests that large institutions, possibly acting on behalf of the U.S. government, are driving much of the physical gold demand. This aligns with reports of significant imports into the U.S., which he believes could be part of efforts to repatriate gold ahead of potential audits or revaluation. Yeung also touches on the role of exchange-traded funds (ETFs) like GLD, noting that borrowing rates have surged as institutions withdraw physical gold. This, combined with the LBMA's reported attempts to borrow gold from foreign central banks, highlights growing concerns about the availability and allocation of physical gold. Looking at China, Yeung notes that the country is preparing for higher gold prices through initiatives like the Gold Accumulation Program, which encourages retail investment in physical gold, and allowing insurance companies to invest in it. These moves are expected to significantly increase institutional demand for gold in China. Yueng contrasts this with the West, where sentiment toward gold remains lukewarm despite high prices, partly due to competition from cryptocurrencies. He predicts that if gold prices continue to rise, particularly beyond $3,500 per ounce, there could be a significant shift in investor behavior and increased demand for mining stocks. Finally, Eric addresses silver, suggesting that its price suppression may end as the U.S. seeks to support domestic mining interests amid manufacturing reshoring efforts. He highlights the growing deficit in silver supply and questions the LBMA's reported inventories. Time Stamp References:0:00 - Introduction0:40 - EFP Premiums & LBMA3:44 - Demand & Deliveries9:19 - Who's Long/Short10:38 - U.S. Taking Delivery?17:53 - Remonetizing Assets?19:40 - ETFs & GLD Demand23:52 - LBMA & Availability26:48 - Change in U.S. Policy28:25 - China's Gold Strategy33:14 - Sentiment West/East36:43 - Expectations for Gold40:07 - Demand & The Miners42:05 - Margins & Sentiment45:37 - China & Silver Suppression51:13 - Wrap Up Guest Links:X.com: https://x.com/KingKong9888

Palisade Radio
Jeffrey Christian: The Tariff Trap – Navigating the Road to Recession and Inflation

Palisade Radio

Play Episode Listen Later Feb 4, 2025 71:26


Tom Bodrovics, welcomes back Jeff Christian, Managing Partner of CPM Group, for a thought-provoking episode. The conversation begins around the far-reaching implications of tariffs on markets, industries, and economies. Tariffs are not one-size-fits-all, with their impact hinging on both the specific country and metal involved. Jeff expresses his disdain for tariffs, citing their detrimental effects on economic activity and inflation. The Smoot-Hawley Tariff Act of 1930 serves as a cautionary tale, illustrating the devastating consequences on imports, exports, and both the US economy and the global marketplace during the Great Depression. The threat of retaliation could trigger a US recession, while gold and silver might experience heightened demand due to market uncertainty. Tariffs involve importers bearing added costs, instigating inflation, complicating international trade, and affecting base metals. Two potential solutions for government funding - Value Added Tax (VAT) and gold-backed bonds - are examined, yet concerns over regressiveness, economic downturns, and practicality linger. Central banks have turned to gold as a means of securing dollar reserves amid past economic instability under the gold standard. Recent geopolitical developments have prompted some Eastern European countries to stockpile gold for safety against external pressures like Russia. The surge in demand for physical gold within the US is accompanied by a transition from London to New York, giving rise to borrowing and EFP premiums as markets grapple with economic and political uncertainties. Jeff discusses the problems inherent in all financial system and why those problems would also exist under a gold standard. He argues that the Fed has played an important role in reducing the severity of economic contractions. However, he cautions that the only financial system in history that has not failed is this the current one. Time Stamp References:0:00 - Introduction0:50 - Tariff Discussion12:10 - Impacts on Metals?14:38 - Various Scenarios19:58 - Inflationary/Recessionary26:03 - Fast Track U.S. Industry?28:13 - Effects on Currencies?31:13 - Recession Outlook?36:00 - Appalling Statistics38:00 - Income Tax & Trump42:07 - A Gold Backed Bond?45:49 - Fed & Depressions52:13 - C.B. Gold Reserves56:39 - CPM Client Concerns?59:55 - EFP Premiums & Supply1:07:48 - Reality & Forecast1:10:00 - Wrap Up Talking Points From This Episode Tariffs' detrimental effects on economic activity and inflation are discussed, with Smoot-Hawley Act as a historical reference. Central banks turn to gold as a hedge against economic instability; some countries stockpile for geopolitical safety. US recession potential and increased demand for gold and silver due to tariff uncertainty. Guest LinksTwitter: https://twitter.com/CPMGroupLLCWebsite: https://www.cpmgroup.com/Questions Email: info@cpmgroup.comYouTube Link: https://www.youtube.com/c/CPMGroup/videos Jeffrey Christian is the Managing Partner of the CPM Group. He is considered one of the most knowledgeable experts on precious metals markets, commodities in general, and financial engineering, using options for hedging and investing purposes. He is the author of Commodities Rising 2006. Jeffrey Christian has been a prominent analyst and advisor on precious metals and commodities markets since the 1970s, with work spanning precious metals, energy markets, base metals, agricultural markets, and economic analysis. The company was founded in 1986, spinning off the Commodities Research Group from Goldman, Sachs & Co and its commodities trading arm, J. Aron & Company. He has advised many of the world's largest corporations and institutional investors on managing their commodities price and market exposures and providing advisory services to the World Bank, United Nations, International Monetary Fund, and numerous governments.

Palisade Radio
Vince Lanci: China’s Gold Buying is Back in a Big Way

Palisade Radio

Play Episode Listen Later Jan 23, 2025 64:25


Tom Bodrovics welcomes back Professor Vince Lanci, MBA Finance and Publisher of the Goldfix Substack, for a discussion on polticis and recent global buying patterns particulary in China. Specifically the significant 'Chinese whale', Zhang Kai Futures. Despite public purchases, China's government has also bought gold clandestinely through other less obvious channels. Goldman Sachs updated projections reveal ongoing gold buying by China, causing market rallies and awareness. Vince explores Exchange for Physicals (EFPs) and premium spreads in bullion banks, discussing tariff anxiety's potential impact on global physical metal flows. The EFP mechanism links London's physical market to New York's financial center, but tariffs may influence production countries and traders' choices. Gold prices are expected to reach new all-time highs soon. Vince touches on tariffs' primary impact on silver in the U.S., as a significant importer compared to its gold production. Furthermore, they discuss America's potential need to become a manufacturing economy again and Trump's plans involving factories, jobs, and exports. The challenge lies in financing this project with China no longer buying U.S. debt. Trump proposes reducing the deficit through energy cost reductions and weakening the dollar through tariffs, but that approach could lead to inflation and deficit issues. Vince and Tom discuss potential changes in government funding, specifically regarding income taxes versus tariffs. Trump intends to negotiate with other countries using tariffs as leverage for domestic job creation and foreign investment. Vince emphasizes the importance of addressing economic conflicts to prevent escalation into full-blown conflicts. Timestamp References:0:00 - Introduction0:43 - China's Gold Whale12:38 - EFP Premiums & Spread25:00 - Supply & Net Imports28:24 - Silver Prices??34:48 - Manufacturing USA43:38 - Driving Dollar Lower47:00 - Tariffs & Income Tax54:54 - Historic Analogies58:03 - Economic World War1:00:47 - Tensions & Risks1:02:40 - Wrap Up Talking Points From This Episode China's government buys gold publicly and clandestinely through various back channels, including commercial banks and SAFE. Tariffs could significantly impact physical metal flows by influencing where silver is sourced and it's country of origin. Trump plans to revive American manufacturing through tariffs and changes in income tax. Guest Links:Website: https://vblgoldfix.substack.com/Twitter: https://x.com/SorenthekLinkedIn: https://www.linkedin.com/in/vincentlanci/Boobs & Bullion: https://x.com/boobsbullion Vince Lanci, a seasoned finance professional, has served as Managing Partner at Echobay Partners LLC since 2008. His expertise spans over three decades in metals trading, option analysis, and technology development. In recent years, Mr. Lanci's insights have been sought after by industry legends. He was invited to be a resident expert on precious metals and option analysis for Larry Benedict's Opportunistic Trader project. In 2017, he co-authored a paper on Energy Volatility with Professor Robert Biolsi at the University of Connecticut. Prior to his current role, from 2004 to 2008, Mr. Lanci served as Co-Head of Metals & Energy Trading for CiS Options LLC. During this tenure, he managed the long-short and volatility arbitrage portfolios for the parent Limited Partnership fund. From 1993 to 2003, Mr. Lanci was the proprietor of Berard Capital LLC, where he led a team of option marketmakers. His earlier career included stints at Lehman Bros and Cooper Neff from 1987 to 1993, providing him with a solid foundation in finance. In 2000, Mr. Lanci co-founded Whentech (originally named Upperhand Technologies LLC) with David Wender. As chief architect of the "Pit-Trader" user interface logic, he played a pivotal role in the company's inception. Mr. Lanci's thought leadership extends beyond his professional engagements.

Palisade Radio
Bob Coleman: Institutions Fuel Physical Premium Surge Amidst Tariff Worries

Palisade Radio

Play Episode Listen Later Jan 21, 2025 53:21


In this episode, Tom Bodrovics welcomes back Bob Coleman during Trump's second term inauguration when markets are closed. Bob discusses significant developments concerning Exchange for Physical Premiums (EFPs) in precious metals markets. The increasing EFP premiums stem from tariff concerns since Trump's campaign days, causing New York futures selling and London physical buying, creating a spread between the spot price and futures price. Trump's rhetoric on fair trade and potential tariffs could impact the 'product of origin', potentially affecting short positions expecting delivery to exchanges and could lead to major losses. Bob also touches upon the lack of retail interest in gold and silver markets despite their proximity to all-time highs due to changing consumer demographics, unregulated industry practices, and misleading sales tactics. He further discusses potential implications of tariffs on precious metals markets and the shift towards physical metal becoming a more price-dominant theme. Additionally, they explore the impact of investor behavior and supply constraints on platinum and potential implications of the U.S. administration's involvement in cryptocurrencies. The conversation also highlights increasing demand for precious metals during the Democratic administrations due to concerns over spending and taxes, potential effects of tariffs on the financial system and gold market, volatility in the economy, and central banks' actions as significant themes for 2025, and the possibility of creating stablecoins backed by precious metals. Time Stamp References:0:00 - Introduction0:38 - Trump, Trade & EFP5:22 - Tariffs & Origins10:28 - 50+ Year EFP Chart17:30 - EFP Premiums & Covid20:14 - Retail Precious Metals25:45 - Gold & Silver EFP?29:15 - Platinum Markets33:18 - Metals Vs. Meme Coins37:10 - Crypto Credibility39:37 - Monetary Restraint44:55 - 2024 Physical Demand47:13 - U.S. Tariffs & C.B. Gold50:07 - Uncertainties & Wrap Up Talking Points From This Episode Tariffs could drive up EFP premiums in the precious metals market, leading to significant losses and tightened liquidity. Changing consumer demographics, industry practices, and sales tactics decreased retail interest in gold and silver markets despite high prices. Potential tariffs, investor behavior, supply constraints, and U.S. involvement in cryptocurrencies could influence metals markets and trends for 2025. Guest Links:Twitter: https://twitter.com/profitsplusidWebsite: https://www.goldsilvervault.com/Presentation: https://www.goldsilvervault.com/blog/deciphering-the-complex-world-of-precious-metal-derivatives-ucits-and-the-shift-from-physical-to-paper-gold-silver 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.