Podcasts about FG

Réécoutez l'Happy Hour DJ de Sasson du lundi 19 mai 2025

Réécoutez FG mix avec Terrence Parker du lundi 19 mai 2025

Réécoutez le Starter FG by Hakimakli du lundi 19 mai 2025 avec le best-of de ses coups de cœurs, des nouveautés et des classiques house. Le Starter FG c'est du lundi au samedi à partir de 20h, c'est l'émission de référence des nouveautés House / Disco-House et Tech-House

Réécoutez FG mix invite Glitterbox du dimanche 18 mai 2025

Réécoutez FG mix avec Mark Knight du samedi 17 mai 2025

Réécoutez FG mix avec Awen du samedi 17 mai 2025

Réécoutez FG mix avec Roger Sanchez du vendredi 16 mai 2025

Réécoutez FG mix avec Mind Electric du vendredi 16 mai 2025

Réécoutez le FG mix de David Guetta du samedi 17 mai 2025

Réécoutez FG mix avec Korolova du samedi 17 mai 2025

Réécoutez FG mix avec Hugo Cantarra du samedi 17 mai 2025

Réécoutez FG mix avec Claptone du vendredi 16 mai 2025

Réécoutez FG mix avec Sam Karlson du vendredi 16 mai 2025

Réécoutez FG mix avec Defected du vendredi 16 mai 2025

Réécoutez l'Happy Hour DJ de Block & Crown du vendredi 16 mai 2025

Réécoutez FG mix avec Kevin McKay du vendredi 16 mai 2025

Réécoutez le FG mix spécial Club Culture Festival avec Mystery Kid du jeudi 15 mai 2025

Réécoutez le FG mix spécial Club Culture Festival avec David Asko du jeudi 15 mai 2025

Réécoutez FG mix avec Selected du jeudi 15 mai 2025

Réécoutez l'Happy Hour DJ de Sam Karlson du jeudi 15 mai 2025

Réécoutez le FG mix spécial Club Culture Festival avec Slob du jeudi 15 mai 2025

Réécoutez FG mix avec Junior Jack du samedi 10 mai 2025

Réécoutez l'Happy Hour DJ de Terrence Parker du mercredi 14 mai 2025

Réécoutez FG mix avec Lost Frequencies du mercredi 14 mai 2025

Réécoutez le Starter FG by Hakimakli du jeudi 15 mai 2025 avec le best-of de ses coups de cœurs, des nouveautés et des classiques house. Le Starter FG c'est du lundi au samedi à partir de 20h, c'est l'émission de référence des nouveautés House / Disco-House et Tech-House

Michael Gentile, strategic investor in the junior mining sector and co-founder of Bastion Asset Management, discusses the current state of the gold mining industry and its potential for mean reversion. He highlights that gold mining stocks are trading at depressed levels despite record-high gold prices, creating a compelling entry point for investors. Gentile notes that while gold prices have tripled since 2018, gold mining stocks have lagged behind, offering significant value. Gentile emphasizes the importance of investing in commodities during periods of low sentiment and depressed prices, as this setup often precedes substantial returns. He points to historical cycles where negative sentiment and undervaluation led to major rebounds in gold mining stocks. Gentile also underscores the strong fundamentals of the industry, including record margins and free cash flow generation, which he attributes to higher gold prices and stable costs. He contrasts the current market with past periods, such as 2015-2020, where similar conditions led to significant rallies in gold mining stocks. Gentile believes that the sector is poised for a rotation, driven by improving fundamentals and macroeconomic factors like central bank buying of gold and geopolitical uncertainties. He also notes that while tech stocks have outperformed gold mining stocks historically, the latter now offers a unique opportunity due to its undervaluation. Gentile advises investors to diversify their exposure to the sector through ETFs or baskets of producing companies before moving into higher-risk junior miners. He stresses patience and a long-term perspective, as building mines takes time and requires careful consideration of jurisdictional risks and infrastructure challenges. In conclusion, Gentile sees the gold mining sector as a multi-year tailwind driven by macroeconomic trends, including the repositioning of gold as a hedge against inflation and the US dollar's decline. He encourages investors to allocate at least 5-10% of their portfolios to gold or related equities to preserve wealth in uncertain times. Timestamp References:0:00 - Introduction0:43 - Mining Valuations & Risk3:08 - Catalysts & Charts7:24 - Margin Expansion Growth13:53 - Miners & Projections16:08 - Global Slowdown Impacts?19:10 - Capital Rotation Charts25:15 - Timing & Positioning28:43 - Lassonde Curve & Patience32:13 - Other Metals & Sentiment34:46 - Project Timelines & Risks40:00 - M&A & Finding Projects45:50 - Secondary Project Factors48:20 - Rating Jurisdictions50:37 - Development & Resource Est.53:47 - Advice for New Investors56:37 - Portfolio Weightings59:23 - Concluding Thoughts Guest Links:LinkedIn: https://www.linkedin.com/in/michael-gentile-01028552Website: https://bastion-am.com Michael Gentile, CFA, Founding Partner & Senior Portfolio Manager Before founding BAM, Michael was Vice President and Senior Portfolio Manager at Formula Growth Ltd for over 17 years. Michael co-managed the FG Alpha Fund (US SMid equity market neutral) between 2012 and 2018, co-managed the FG Focus Fund (US SMid long short strategy) between 2014 and 2018. Since leaving FG in 2018, Michael has been very successful investing in the gold sector also acting as Strategic Advisor and Director for several companies in the natural resource sector. Michael graduated with Great Distinction from the John Molson School of Business (Concordia University) with a Bachelor of Commerce (Finance) and received the Calvin Potter Fellowship from Concordia's Kenneth Woods Portfolio Management Program. He also holds the Chartered Financial Analyst designation (CFA)

Trump Advisor: ‘Persistent Dollar Overvaluation' Is Root of Economic Imbalances Last week we talked about how a fund manager named Michael McNair has been seeing signs that chairman of the Council of Economic Advisers Stephen Miran's 'User's Guide to Restructuring the Global Trading System' is already being enacted in the gold market. So today we take a look through Stephen's paper, and some of the Intriguing comments that leave one wondering if this isn't actually the playbook that is currently being implemented as we transition to a restructured financial order. - To read Stephen's 'User's Guide to Restructuring the Global Trading System' go to: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf - To read about Michael McNair's thesis go to: https://goldandsilverdaily.substack.com/p/signs-that-us-treasury-may-be-intervening - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - 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

Réécoutez FG mix avec Avaion du mardi 13 mai 2025

Réécoutez FG mix avec Dombresky du samedi 10 mai 2025

Réécoutez FG mix avec Mark Knight du samedi 10 mai 2025

Réécoutez l'Happy Hour DJ de Mel Bundo du mardi 13 mai 2025

Réécoutez FG mix avec James Hype du samedi 10 mai 2025

Réécoutez le Starter FG by Hakimakli du mercredi 14 mai 2025 avec le best-of de ses coups de cœurs, des nouveautés et des classiques house. Le Starter FG c'est du lundi au samedi à partir de 20h, c'est l'émission de référence des nouveautés House / Disco-House et Tech-House

Réécoutez FG mix avec Ultra Nate du lundi 12 mai 2025

Réécoutez l'Happy Hour DJ de Lucye du lundi 12 mai 2025

Réécoutez FG mix avec Korolova du samedi 10 mai 2025

Réécoutez FG mix avec David Guetta

Réécoutez FG mix avec Steve Angello du samedi 10 mai 2025

Réécoutez le Starter FG by Hakimakli du lundi 12 mai 2025 avec le best-of de ses coups de cœurs, des nouveautés et des classiques house. Le Starter FG c'est du lundi au samedi à partir de 20h, c'est l'émission de référence des nouveautés House / Disco-House et Tech-House

Réécoutez le Starter FG by Hakimakli du mardi 13 mai 2025 avec le best-of de ses coups de cœurs, des nouveautés et des classiques house. Le Starter FG c'est du lundi au samedi à partir de 20h, c'est l'émission de référence des nouveautés House / Disco-House et Tech-House

Réécoutez FG mix avec Claptone du vendredi 9 mai 2025

Réécoutez FG mix avec Defected du vendredi 9 mai 2025

Réécoutez FG mix avec Alaia & Gallo du vendredi 9 mai 2025

Réécoutez FG mix avec Roger Sanchez du vendredi 9 mai 2025

Réécoutez FG mix avec Nataly K du vendredi 9 mai 2025

Réécoutez le FG mix spécial El Sueno Festival avec Alice April & Maddy Jay du jeudi 8 mai 2025

Réécoutez le FG mix spécial El Sueno Festival avec Joachim Garraud du jeudi 8 mai 2025

The Celtics dropped game 2 in Boston on Wednesday night 91-90 to the New York Knicks, despite holding a 20-point second half lead for the second straight game. How the Celtics failed to score a FG for 8 minutes, running the same play in two crucial possessions, and how the Celtics have a major star problem.

AOT2 and Ugochi catch up on the events that happened in the past week, discuss the mass JAMB failure, the sentencing of Lagos BRT driver to death by hanging for killing Bamise, the FG telling Nigerians to prepare for fresh hike in electricity tariffs and other news that made the rounds.OUTLINE00:00 - Introduction11:40 - Catch up01:00:00 - X of the week01:01:10 - Mass JAMB failurehttps://punchng.com/concerns-as-over-1-5-million-utme-candidates-score-below-200/?amp01:20:28 - Prop of the Week - Court sentences Lagos BRT driver to death by hanging for killing Bamise https://www.thecable.ng/breaking-court-sentences-lagos-brt-driver-to-death-by-hanging-for-killing-bamiseFlop of the Week - Prepare for fresh hike in electricity tariffs, FG tells Nigerians https://guardian.ng/news/prepare-for-fresh-hike-in-electricity-tariffs-fg-tells-nigerians/#google_vignette 01:35:20 - Sign out--------------------------------------------234 Essential on Twitter and Instagram.Write us: fanmail@234essential.comDonate to 234 Essential: https://donate.stripe.com/bIYfZw6g14juf1m8wxNewsletter: https://234essential.com/

Send JD a text message and be heard!UTAH MAMMOTH.  Eh.  @brianckeys would have loved to see what you could do with that logo.  @921angus gives it a 5 of 10.  I'm thinking 4ish.  @companyadjace @kevdu_theman @robparker1980 @_secretly_batman @charlieryczek @jaymahanti & @joewillie62 @juansoto_25 #kingofnewyork & @mets had two #homeruns in 7-1 win over @dbacks take 2 of 3 on road and improve to 24-14.  @nyquil_inthe_flesh @donna.fender @call_me_tca_prez & @paddy_bailey @anthonyyacc talking #georgepickens trade from @steelers to @cowboys today.  He's 24 and #miketomlin had questioned his maturity.  To me he's a talented player who could take the next step.  He's on the last year of his rookie deal.   It's a huge year for him.   We shall see.  @doctor_midnite & @thomaswdonovan talked big game 2 @nyknicks vs @celtics and we're already seeing a very different Boston team tonight. @cavs #kennyatkinson don't want to hear your team is gassed and has injuries.  It's the #nbaplayoffs you give up 8pts in the last 48 seconds and don't attempt a FG?  @theanthonyedwards_ you're the star act like it.  The team feeds off you.  Losing to @warriors without @stephencurry30 have to take advantage of those situations. @edmontonoilers fifth straight comeback win last night game one #stanleycupplayoffs vs @vegasgoldenknights 4-2.  Agree Tommy if they had a top tier goalie unstoppable.  #sportstrivia at the finish.  Ernie made me think of a cool thing.  You want to rant about any #sportstopic come on and say your piece.  It's quite cathartic.All sports. One podcast. (even hockey) PODCAST LINK ON ITUNES: http://bit.ly/JDTSPODCAST