Podcasts about gdx

Tom Bodrovics welcomes back Brett Heath, CEO of Metalla Royalty and Streaming, to discuss the current state of the gold industry. Brett highlights a strong bid under gold, driven by macroeconomic factors such as shifting perceptions around US assets and central bank diversification into gold. He notes that emerging market economies are reducing their exposure to US treasuries and increasing gold reserves, creating sustained demand. Brett emphasizes the undervalued nature of gold equities compared to historical standards, suggesting they are attractively priced for investors seeking stability and cash flow. He points to increased M&A activity as companies scramble to acquire high-quality assets amid a scarcity of scalable projects. Brett also discusses the speculative nature of silver, which is currently underperforming relative to gold, but sees potential for a rebound if sentiment shifts. Overall, Brett paints a bullish picture for gold, with significant long-term appreciation expected despite short-term volatility. He urges investors to monitor trends in asset valuation and central bank activity, signaling that now may be an opportune time to invest in high-quality gold assets. Time Stamp References:0:00 - Introduction0:40 - Global Macro Picture5:20 - C. Banks East Vs West6:27 - Who Buys Next?8:26 - Timeline & Mkt. Direction10:25 - GDX & GDX.J Outflows12:38 - Gold, Fed & Catalysts16:05 - Inflation Drivers19:08 - U.S. Debt & Servicing21:42 - Industry Sentiment25:28 - Hurdles for Gold?28:53 - Chaotic M&A Coming?30:50 - Perception & Valuations36:03 - Silver Ratio Thoughts39:13 - Violent Reversal Silver40:15 - Wrap Up Guest Links:Website: https://www.metallaroyalty.com/LinkedIn: https://www.linkedin.com/company/metalla-royalty-and-streaming-ltd.Twitter: https://x.com/metallaroyalty Brett Heath is Chief Executive Officer and Director of Metalla Royalty & Streaming. Mr. Heath has a comprehensive career in the royalty sector and public markets with over two decades of experience. Over his career, he has founded and built over $1 billion in value using the royalty model in the public and private markets. He is currently the Chief Executive Officer of Metalla Royalty (NYSE: MTA) and Director of Key Carbon Ltd. (Private). He has completed over 50 royalty transactions in gold, silver, copper, nickel, and carbon markets with a diverse group of counterparties from major corporates, private equity, and private interests.

Jim Tassoni, CEO of Armor Wealth Strategies, joins me for his monthly market insights, focusing on short to mid-term momentum trading strategies.   We begin by revisiting the gold trade, where Jim explains how he capitalized on the rally up to $3,500 before rotating from the metal into GDX. While the gold trade proved successful, miners have yet to deliver. Jim outlines the technical levels he's watching for GDX and shares how sentiment among clients is rising sharply for gold, potentially signaling a shift in long-term allocations.   The conversation then broadens to the U.S. equity markets. Although his short at SPY $550 initially worked, he was stopped out on the reversal. He now takes a more cautious stance, waiting for a breakout above SPY $600 to re-engage.   We also cover: Sector outlooks: Tech surging, healthcare struggling, financials breaking out Oil breakdown: Why Jim has favored short positions and the key resistance to watch U.S. dollar bounce: A contrarian long trade off April lows targeting DXY 104–105 Reduced position sizing: With momentum fading, Jim is sitting on more cash and focusing on selective entries   For ongoing updates from Jim Tassoni, click here.

Dave Erfle, founder and editor of The Junior Miner Junky, joins me to break down the latest moves in the precious metals markets and what they could mean for investors.   We begin with Monday's sharp correction in gold and major mining stocks, driven by trade deal optimism between the U.S. and China. Dave explains why silver held up surprisingly well and what the resilience in juniors might signal about sector rotation.   Key topics include: A closer look at Pan American Silver's $2.1B acquisition of MAG Silver - one of the biggest silver M&A deals in years. The disconnect between strong ETF gold inflows and weak fund flows into GDX and senior miners. How Newmont's Q1 free cash flow surge and broad-based earnings strength are attracting generalist investors. Why a potential 15% gold price correction to $2,950-$3,000 could be healthy for the ongoing bull market. Outlook for continued silver M&A, with majors hunting for growth through acquisition. We also touch on the macro backdrop, including the latest CPI data and the stagflation risk narrative building in U.S. markets. Dave highlights what he's watching next, and why juniors with strong bases could be the next big winners in this cycle.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter. 

Markets are bouncing, but is the worst really behind us? This weekend's show looks at the rebound in U.S. equities, gold, and energy, while questioning whether it's a temporary pause or the start of a new trend. We also dig into the latest moves in oil prices and where value may be emerging for long-term investors.   With volatility still driving market action, our guests provide insights on how to navigate the current environment and what sectors may offer the best risk-reward setups right now.   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.   Segment 1 & 2 - Dana Lyons, fund manager and editor of The Lyons Share Pro, returns to share his model-driven analysis of U.S. and global markets, cautioning that the recent rebound may be a temporary B-wave ahead of another leg down. He highlights relative strength in international equities and value sectors like utilities and defense, outlines key technical buy levels for gold (GLD), GDX, and GDXJ, and explains why he's still short oil with further downside potential despite already significant price declines. Dana is offering a 50% off 2 day flash sale right now! Click here to take advantage of the best deal of the year!   Segment 3 & 4 - Josef Schachter, founder of the Schachter Energy Report, wraps up the show discussing the recent breakdown in oil prices and how it could set up a major buying opportunity in energy stocks. He outlines why he expects a short-term bottom around $55 oil, forecasts a rebound to $80 by year-end, and explains why dividend-paying energy stocks with strong balance sheets and low payout ratios could outperform amid broader market weakness. Click here to learn more about The Schachter Energy Report  

Jordan Roy-Byrne, CMT, MFTA, Editor of The Daily Gold, joins us to for a wide-ranging discussion on the technical outlook in gold and silver, the ongoing divergence between the rally in the gold versus the US general equity markets and 60/40 portfolio, gold vs CPI, GDX versus US equities, and the value still to be found in precious metals equities for the longer-term, after this pullback is completed.    Key topics covered include:   Why technically we are seeing more of a bear flag developing in this recent gold pullback, versus a bull flag, and what may happen longer term after this corrective move.   Silver and gold stocks didn't lead this move higher in the sector, but after this consolidation period, they will likely outperform the moves higher in gold on the next leg of this bull market.   What we could see a true golden age in both the gold and silver stocks over the next 18 months.   We're in a market where you aren't going to see big 20-30% corrections in the quality PM stocks, and why pullbacks of 15-17% should be bought.   The gold producer margins are so much higher that they simply won't correct too much while they are generating such significant revenues and cash flows.  Look for the quality gold producers generating profits and value.   Pullbacks will be more shallow because there is a large pool of capital on the sidelines waiting to get into position in the precious metals complex on any weakness, as more money rotates out of general equities.   There are some compelling opportunities in gold developers that will build a mine and go into production in the next 3 years.  You get some of the best upside when a company goes from a construction decision into production.   There are also development projects with flaws that will not get built or will not be able to raise capital. These developers will become orphaned, and value traps, so investors need to be selective.   Jordan believes there is huge value in silver stocks right, maybe even more than in gold stocks, but he has specific thresholds he wants to see for the size of resources, average grade profile, and indications that it will become a mine.   When silver gets back above $35 and breaks out above $37, then money will pour into the silver stocks, starting to discount in advance the move to $50 in silver.     Click here to visit Jordan's site – The Daily Gold

We discuss the outlook for gold and mining stocks. (1:00) - What Is Currently Pushing Gold Prices So High? (6:10) - What Can Investors Expect From Gold Moving Forward? (13:20) - Should You Be Adding Gold Miners To Your Investment Portfolio? (25:00) - What Should Investors Expect From Silver Right Now? (35:30) - Episode Roundup: INIVX, AEM, NEM, AGI, GDX, AUMI, GLD, OUNZ Podcast@Zacks.com

Dave Erfle - Money Rotation Into Gold Juniors, M&A, and Silver's Setup   In this KE Report interview, Dave Erfle, founder and editor of Junior Miner Junky, joins us to explore the recent rotation from senior gold producers to juniors, what it means for the broader bull market, and how M&A and fund flows are shaping the precious metals narrative. Dave breaks down key technical signals, fund positioning, and stock-specific strategies to help investors position ahead of the next phase.   As gold consolidates near all-time highs and generalist money trickles in, Dave shares what separates the outperformers from the laggards, and where smart capital is going next.   Key discussion points: Sector rotation underway: Juniors are gaining traction, especially as early investors take profits from majors and royalty names. ETF fund flows diverging: GLD sees ~$7B in inflows YTD while GDX sees ~$3B in outflows. M&A returns to early-stage assets: Lumina Gold's acquisition and other recent deals show growing interest in de-risked development-stage projects. Where to look next: Dave outlines the sweet spot - fully financed, late-stage developers nearing production or takeover - while cautioning on dilution risks and poor share structures in early-stage juniors. Silver stock selectivity: A small basket of well-funded, high-grade, tight-structure silver juniors is beginning to move, especially those with strong U.S. listings and institutional visibility.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter. 

  Dave Erfle, Editor of Junior Miner Junky, returns to share his outlook on the quick rebound in gold and silver stocks. After a sharp but short-lived correction, quality mining equities have staged a swift and powerful comeback, outpacing major indices and defying the broader market weakness.   We start by discussing the recent volatility and investor psychology around gold equities. Dave explains why holding through the shakeout rewarded conviction and how the GDX and GDXJ bounced off key moving averages.   Dave outlines how this rebound was driven by technical setups and extreme undervaluation relative to metal prices, especially gold, which remains close to record highs. We also examine silver's massive reversal and how thin positioning created the perfect setup for a rally.   The conversation then shifts to positioning and sector rotation, with Dave noting how capital is now flowing into undervalued juniors. He shares his approach to managing risk and capital rotation, explaining how he evaluates which juniors have upside and which are weighed down by dilution or permitting risk.   We also explore standout examples of strategic M&A. Discovery Silver's acquisition of the Porcupine complex is cited as a transformational shift from optionality to production. Similarly, Endeavour Silver's deal in Peru and upcoming Terronera production growth highlights the transformation in select stocks. Dave emphasizes the importance of looking ahead and how valuations are driven by forward expectations, not past results.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter. 

Jim Tassoni, CEO of Armored Wealth Strategies, joins us for his technical outlook on markets and resources. Jim is a momentum-focused trader targeting mid-term trends, and in this conversation, he shares how he's navigating one of the most volatile stretches of the year.   Despite a recent bounce in markets, Jim sees continued downside risk across major indices. He explains why his team initiated a short position on SPY, where they'd increase it, and what key technical levels they're watching to shift bullish. Jim also outlines a profitable short trade in IWM (small caps) and why the construction of the index keeps him cautious.   We then dive into gold and the broader precious metals space, where Jim remains long and bullish, but he's watching for a better re-entry point after a strong move. He outlines extension targets up to $3,600 for gold and levels of interest on GDX and copper.   On energy, Jim shares insights into a well-timed short crude oil trade and the critical levels he's tracking that could signal a reversal.    Finally, we wrap with international exposure, as Jim details his active long positions in Japan and China, including FXI and EWJ, and his key stop-loss levels.   Click here to visit the Armor Wealth Strategies website to keep up to date with Jim and what he's trading. 

TG Watkins, Director of Stocks at Simpler Trading and editor of Profit Pilot joins us to break down last week's wild volatility and how he's navigating the markets with a short-term trading mindset. From swing trades to zero-day options, TG is capitalizing on volatility, while staying cautious. He shares his current market positioning, explains how his Moxie Indicator helped anticipate the recent market bounce, and highlights the importance of risk-reward setups when trading during uncertain times. TG also discusses: The role of technicals vs. headlines (like the 90-day tariff pause) Trading zero-DTE options, leveraged ETFs, and popular large-cap names like Tesla and Palantir Why he prefers avoiding small-caps in high-volatility environments A tactical view on GDX and GLD following gold's breakout, and why he's waiting for a pullback before reentering Caution around silver Plus, TG previews his ongoing educational class series, including how he applies his strategies to zero-DTE trades and leveraged ETFs. Learn more at simplertrading.com/moxie.

Gold broke out to new highs on Friday: $3,237/oz. It is proving one of the prime beneficiaries of all the market mayhem, and no surprise. Gold is your hedge against government, and this is all a creation of government.Where to park capital? Equities are all over the place and will continue to be for the foreseeable future. With US authorities transparent about wanting it lower, the US dollar is not the safe haven it's been since 2007 in market sell-offs. As for treasuries, they've become a weapon in the trade wars.Inert gold, on the other hand, is neutral. It doesn't care which side of the trade wars, the culture wars, or any other wars you're on, and at the moment, it seems everyone wants a piece.China, we learn thanks to the sleuthing of analyst Jan Nieuwenhuijs, bought another 570 tonnes in 2024. Who knows how much more it has bought in 2025? To put that 570-tonne number in perspective, the UK's total holdings are 310 tonnes.Tell your friends.What's driving it all?This move in gold started shortly after the US confiscated $300 billion in Russian state holdings after Russia's invasion of Ukraine. It hasn't been driven by retail. Central bank buying has pushed up the price.If you're not on Team US or Team G7, why own assets they can confiscate, like dollars or treasuries?Own gold instead. The US would have to invade you to take your gold—or send in Kelly's Heroes.In 1950, gold made up 70% of international reserves. In the noughties, it was just 10%. The dollar, meanwhile, reached 60%, with the euro at another 20%.Now gold is at 20%, the dollar at 45%, and the euro at 15%. The trend is clear, as this cool little video from Nieuwenhuijs and Money Metals shows:In my opinion, we'll be at 40% five years from now.Here's gold since late 2022. Every pullback has been bought. It's as though someone with deep pockets is saying, “Buy the pullback every time it hits the 50-day moving average (red line).”The UK seems to have been forgotten in this global rout, but I have little doubt the chickens of our shocking national finances and woeful productivity will soon come home to roost in the form of a sterling crisis. That's when we overlooked Britishers will be mighty glad we have our gold.Gold is now £2,475/oz. Another year of this, and we'll be north of £3,000.Summer is approaching, and May to August is typically when gold is weakest. Take advantage of pullbacks, is my advice. Do what the Chinese are doing. They're smarter than we are (when it comes to gold, at least).With oil having cratered, we should finally see gold miners fetch a proper bid. (They are already moving a little). Energy can represent 15% to 40% of mining costs. Lower costs and a higher price for the final product should mean they make more money, and thus higher share prices. (I'll cover miners again soon, I promise, though I am worried I'll jinx it)Here's something Charlie Morris observed—and you really should subscribe to his gold newsletter, Atlas Pulse; it's top dog in a crowded field - it's free. GDX is the largest gold mining ETF by far. Despite higher gold prices, it's seen outflows of 25% over the past year. When inflows start, these things will rocket. The sector is tiny relative to the capital out there.Here's three years of Brent, FYI. It's almost the reverse of gold. Good for mining.If you're interested in buying gold, by the way - and you should own some, if you don't already, given everything that is going on - the bullion dealer I recommend is the Pure Gold Company. Pricing is competitive, quality of service is high. They deliver to the UK, the US, Canada and Europe or you can store your gold with them. More here.A 2-minute video for your Sunday entertainmentI've got lots of content coming up over the next fortnight. I've just returned from two days of bitcoin conferences, so I'm fired up about that. I've got that gold mining piece to write. I have a lot more to say about gold. I have a fab video to share with you which I will send out tomorrow. And I want to explore where we should deploy capital in all this market mayhem: which sectors will do well in tariff wars, and which won't. So, plenty to come.You ought to subscribe.In the meantime, as it's the weekend, enjoy this silly little 3-minute vid I put together for my comedy Substack - not to be taken seriously - about alien invaders on planet Earth stealing our gold at the dawn of civilization. (Click the image below)Finally, if you're interested in gold and haven't already seen it, here's my guide to investing int he shiny stuff. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Gold broke out to new highs on Friday: $3,237/oz. It is proving one of the prime beneficiaries of all the market mayhem, and no surprise. Gold is your hedge against government, and this is all a creation of government.Where to park capital? Equities are all over the place and will continue to be for the foreseeable future. With US authorities transparent about wanting it lower, the US dollar is not the safe haven it's been since 2007 in market sell-offs. As for treasuries, they've become a weapon in the trade wars.Inert gold, on the other hand, is neutral. It doesn't care which side of the trade wars, the culture wars, or any other wars you're on, and at the moment, it seems everyone wants a piece.China, we learn thanks to the sleuthing of analyst Jan Nieuwenhuijs, bought another 570 tonnes in 2024. Who knows how much more it has bought in 2025? To put that 570-tonne number in perspective, the UK's total holdings are 310 tonnes.Tell your friends.What's driving it all?This move in gold started shortly after the US confiscated $300 billion in Russian state holdings after Russia's invasion of Ukraine. It hasn't been driven by retail. Central bank buying has pushed up the price.If you're not on Team US or Team G7, why own assets they can confiscate, like dollars or treasuries?Own gold instead. The US would have to invade you to take your gold—or send in Kelly's Heroes.In 1950, gold made up 70% of international reserves. In the noughties, it was just 10%. The dollar, meanwhile, reached 60%, with the euro at another 20%.Now gold is at 20%, the dollar at 45%, and the euro at 15%. The trend is clear, as this cool little video from Nieuwenhuijs and Money Metals shows:In my opinion, we'll be at 40% five years from now.Here's gold since late 2022. Every pullback has been bought. It's as though someone with deep pockets is saying, “Buy the pullback every time it hits the 50-day moving average (red line).”The UK seems to have been forgotten in this global rout, but I have little doubt the chickens of our shocking national finances and woeful productivity will soon come home to roost in the form of a sterling crisis. That's when we overlooked Britishers will be mighty glad we have our gold.Gold is now £2,475/oz. Another year of this, and we'll be north of £3,000.Summer is approaching, and May to August is typically when gold is weakest. Take advantage of pullbacks, is my advice. Do what the Chinese are doing. They're smarter than we are (when it comes to gold, at least).With oil having cratered, we should finally see gold miners fetch a proper bid. (They are already moving a little). Energy can represent 15% to 40% of mining costs. Lower costs and a higher price for the final product should mean they make more money, and thus higher share prices. (I'll cover miners again soon, I promise, though I am worried I'll jinx it)Here's something Charlie Morris observed—and you really should subscribe to his gold newsletter, Atlas Pulse; it's top dog in a crowded field - it's free. GDX is the largest gold mining ETF by far. Despite higher gold prices, it's seen outflows of 25% over the past year. When inflows start, these things will rocket. The sector is tiny relative to the capital out there.Here's three years of Brent, FYI. It's almost the reverse of gold. Good for mining.If you're interested in buying gold, by the way - and you should own some, if you don't already, given everything that is going on - the bullion dealer I recommend is the Pure Gold Company. Pricing is competitive, quality of service is high. They deliver to the UK, the US, Canada and Europe or you can store your gold with them. More here.A 2-minute video for your Sunday entertainmentI've got lots of content coming up over the next fortnight. I've just returned from two days of bitcoin conferences, so I'm fired up about that. I've got that gold mining piece to write. I have a lot more to say about gold. I have a fab video to share with you which I will send out tomorrow. And I want to explore where we should deploy capital in all this market mayhem: which sectors will do well in tariff wars, and which won't. So, plenty to come.You ought to subscribe.In the meantime, as it's the weekend, enjoy this silly little 3-minute vid I put together for my comedy Substack - not to be taken seriously - about alien invaders on planet Earth stealing our gold at the dawn of civilization. (Click the image below)Finally, if you're interested in gold and haven't already seen it, here's my guide to investing int he shiny stuff. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Dave Erfle, founder and editor of Junior Miner Junkie, joins us to break down the sharp reversals in gold, silver, and mining stocks, and where investors should be focusing next.   Silver surged above $35 in a near-term breakout before crashing below $30 in just days. Gold, despite recent selling, is still holding around $3,000 and proving its strength as other sectors falter. Dave explains why this price action might just be a healthy shakeout and how false breakouts in GDX and GDXJ are setting new resistance levels.   We also dive into:   Why fully financed juniors and late-stage developers stand out How producers are positioned for strong Q1 results—if the market pays attention The growing M&A trend, with a few smaller deals announced recently Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter. 

Dave Erfle, Editor of the Junior Miner Junky joins us to break down a remarkable Q1 for the precious metals sector - and what it could signal for the quarters ahead.   Key discussion highlights: Gold's record-breaking quarter: Gold posted its best quarterly performance in 39 years, closing Q1 up ~17%, while major mining ETFs like GDX surged ~35%, far outpacing broader market indices that struggled through their worst Q1 since 2022. Profit margins hit historic highs: Gold producers saw margin expansion with some like Agnico Eagle achieving all-in sustaining costs below $1,300/oz vs. gold prices nearing $2,900/oz. Investor capital still favoring gold ETFs over miners: Despite strong performance, Dave notes generalist investors are still hesitant to rotate into mining stocks, preferring the simplicity and perceived safety of gold ETFs. Low volumes in GDX/GDXJ reinforce that this trend hasn't fully shifted. Structural issues in gold equity performance: The launch of ETFs like GDX and GDXJ coincided with the sector's long-term underperformance vs. the gold price. Outside of short bursts in 2008, 2016, and 2020, gold stocks have lagged behind, prompting the question: can the trend reverse? Outlook for retail interest and sector rotation: Dave emphasizes that a return of retail investors and increased fund allocation are key to sustaining the rally in miners. With the broader market weakening, he sees a growing opportunity for rotation — but it hasn't materialized in full force yet. Silver's critical level and broader sector leverage: Silver needs to break and hold above $35/oz to ignite the next leg up, particularly for silver equities and high-beta junior miners. Until then, performance will likely remain selective and stock-specific.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter. 

Gold just closed Q1 over $3,100, up nearly 20% year-to-date, marking one of the strongest quarterly performances in recent memory. Craig Hemke, editor of TF Metals Report, joins us to break down what's driving this strength and why the equities haven't fully caught up. The GDX and GDXJ ETFs continue to lag, weighed down by large-cap underperformers like Newmont and Barrick. However, many individual gold and silver stocks have delivered outsized gains. Craig emphasizes this is a stock picker's market, not a time to rely on passive ETFs. We also discuss: How Q1 earnings could finally spotlight the widened margins across producers. The divergence between precious metals and broad markets (with the S&P down ~10% since February). Why silver's lag is mostly due to heavy futures positioning, despite strong physical demand. Whether gold's parabolic move requires a healthy pause—or if momentum will keep building. Click here to visit Craig's website - TF Metals Report

Craig Hemke, Founder and Editor of TF Metals Report, joins us to recap a standout Q1 for gold and silver, with gold holding above $3,000 and GDX at 12-year highs. He explains why this week could bring short-term volatility, driven by options expiry, contract rollovers, and end-of-quarter positioning.   We discuss the surprising strength in gold at $3,000, silver's steady climb but lagging stocks, and copper pushing near record highs with little fanfare. Craig also shares thoughts on macro risks, political uncertainty, and why stagflation may be the path forward.   Click here to visit Craig's website - TF Metals Report

Dave Erfle, Editor of the Junior Miner Junky joins me to break down the broad rally in precious metals and copper, with gold now holding above $3,000, silver over $34, and copper quietly pushing above $5.20/lb. We highlight gold's parabolic breakout, noting it has risen in 14 of the last 18 months, and warns that technical indicators like RSI and MACD suggest the market is getting long in the tooth - even as momentum remains strong.   We discuss the potential for a healthy consolidation versus a blow-off move, driven by catalysts like Friday's PCE inflation data or next week's tariff decisions. Dave also outlines how AI and Bitcoin are fading as capital rotates into the gold sector, with miners outperforming the metal and quality juniors beginning to break out.   On copper, Dave links the recent price spike to tariff-related demand and highlights Arizona Sonoran as a standout name. While cautious about chasing, he's adding selective copper exposure.   Dave explains he's still in “be right, sit tight” mode but monitoring key levels like $43 on GDX and $55 on Newmont for signs of broader institutional interest. He's also evaluating positions where share structures have weakened, preparing to shift into under-the-radar names with better upside potential.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter. 

Dave Erfle, Editor of the Junior Miner Junky, joins us to discuss all the volatility in markets as a result of both geopolitical conflict and the economic uncertainty about the global trade wars underway. Gold, silver, and the precious metals stocks continue to be well bid and diverge from the continued decline in US stock markets.  He believes this illustrates a rotation in capital as investors pull profits out of the highly-valued tech stocks and cryptocurrencies, and park some of it the safe haven of precious metals.   With regards to the gold it is continuing to be well bid above $2,900 but is overbought on the weekly and monthly charts and may be due for a rest.  However, it is encouraging to see silver blast back up above the $33 level, and Dave notes some key overhead resistance levels in GDX and the ratio of gold to US equities that both look ready to break higher in a bullish posture.   Additionally, we note the strength lately in a number of the silver stocks as another indicator that silver and the PM stocks may be signaling an extension of this bullish leg higher.   Wrapping up we discuss some nuances around which type of companies are continuing to get bids from investors.  He points out that this is not a scenario where the whole sector is rising higher, and it is still important to pick quality stocks with the right fundamental ingredients.  Another point raised is how critical it is for resource stocks to get their US listings on a big board exchange, allowing a larger pool of American capital and institutions to drive additional liquidity into their shares. Dave explains that he had a systematic approach and investing rules in place to keep him optimally positioned within his portfolio positions.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter. 

Michael Oliver, CEO and founder of Momentum Structural Analysis, joins me to share how he sees the technical momentum setup in gold, silver, US general equities, precious metals stocks via the XAU index, the US dollar, bonds / interest rates, and commodities.   We start off getting his technical outlook on gold and silver; where Michael postulates that when the US general equities really start to roll over, that a portion of investors will rotate funds into gold, silver, and the PM equities.  In addition to remaining constructive on gold, where dips should be bought, Michael points out that the setup in silver and the precious metals equities are setting up to make a bigger breakout versus gold, and he is also keeping a close eye on the gold to silver ratio.   We then shifted over to the nuances and difference in what the pricing chart in the S&P 500 or Nasdaq was showing versus the picture shaping up in them momentum framework. Michael is anticipating a correction and cooling off in US general equities, but notes it doesn't need to be a sudden crash, but really more of a protracted bear market in US equities.  Despite this future bearish backdrop for US equities, he still sees the pathway forward where gold and silver equities can attract a bid, from money rotating out of stocks into the precious metals complex overall due to rising underlying metals prices. He points to periods of times in late 1970s where we had a similar setup of market forces, and points out the XAU index has been both outperforming the US equities and even Gold for some time, even if GDX hasn't quite performed as well.   We then move into his analysis of the US dollar and trends in interest rates and bonds.  He points to the potential to see bonds get a short to medium term bid along with gold as safe havens outside of the general equities, for investors want to diversify some exposure into these asset classes, but that longer-term he still remains bearish on the larger pattern playing out in bonds.   Wrapping up we take a look at the commodities sector through the lens of the Bloomberg commodities index, noting the commodities haven't tracked with gold thus far, but that may about to be ready to change where commodities pick up some of the money rotation bid as well. In particular, Michael is constructive on the soft commodities and grains complex, as well as fertilizers, farmland, and related agricultural sectors.  He believes that a second major leg higher in commodities complex is setting up.   Click here to follow along with Michael Oliver's work

Tom welcomes back Robert Sinn to share his background in precious metals, junior mining, and biotech investing. Robert emphasizes the attractiveness of gold mining equities due to their underappreciated nature and the potential for significant returns. He highlights that the sector is less competitive compared to mainstream stocks like Apple or Microsoft, offering investors an edge through lower competition and fewer institutional players. Sinn structures his portfolio by considering market capitalization and volatility, allocating smaller percentages to high-risk junior miners (e.g., 2-3%) and larger allocations to more stable major miners (e.g., 10%). He prioritizes risk management, focusing on potential losses before profit opportunities. He also advises against holding overly concentrated positions in volatile stocks, suggesting that investors should cap their exposure based on market feedback. He touches on the macroeconomic backdrop, particularly the secular bull market for gold driven by central banks' increased demand, especially from China and India. Sinn notes that gold's role as a safe-haven asset is becoming more pronounced amid global uncertainty and geopolitical tensions. He also discusses the potential impact of tariffs and trade policies under the current administration on gold prices, suggesting that these factors could further drive demand. Sinn critiques the use of ETFs like GDX to gauge the entire mining sector, arguing that such funds are skewed towards larger companies and may not reflect broader trends. Instead, he advocates for a more nuanced approach, examining individual company performance and pipeline projects. He also touches on the importance of China's gold accumulation, which has significantly influenced global markets, and the potential for a physical short squeeze in gold. While acknowledging the complexity of predicting such events, Sinn believes that gold's role as a hedge against inflation and economic instability will continue to drive its value. Finally, Sinn underscores the need for investors to understand both macroeconomic trends and micro-level company fundamentals, emphasizing the importance of staying informed and adaptable in a rapidly changing market landscape. Time Stamp References:0:00 - Introduction0:46 - A Mining Equity Focus3:25 - Volatility & Risk5:46 - Doubling Down?8:35 - Wild Market Signals11:55 - Mine Lifecycles15:26 - Sentiment & Interest18:56 - Market Contrasts21:00 - New Investor Advice23:02 - Mergers & Mine Cycles25:06 - Problems With The GDX26:46 - Deposits & Economics28:14 - Royalties & Streams28:48 - Macro Outlook & Gold34:24 - Asian Gold Demand35:37 - LBMA & Deliveries?39:00 - Silver Demand?41:18 - His Primary Focus?44:37 - The 4th Turning46:19 - Wrap Up Talking Points From This Episode Robert highlights gold mining equities' potential for significant returns due to underappreciation and fewer institutional players. Sinn advocates for a balanced miner portfolio, allocating smaller percentages to high-risk junior miners and larger percentages to stable major miners. He emphasizes risk management. Sinn discusses the gold bull market driven by central bank demand, safe-haven status in uncertain times, and potential impact of tariffs on prices. Guest Links:Twitter: https://twitter.com/CEOTechnicianSubstack: https://robertsinn.substack.comCEO.CA: https://ceo.ca/@goldfingerYouTube: https://www.youtube.com/channel/UCV_3gUkg2hbl-Fni4XxNb_Q Robert Sinn is a 20+ year market veteran whose research and insights are followed by hedge fund managers, investment professionals and thousands of readers/viewers across the globe. His introduction to the stock market came in 2003 when his Father shared a research note on a company called Northern Dynasty Minerals (NDM). Shares proceeded to rise more than 1000% over the next nine months. Robert was hooked, and the Junior mining sector became an obsession.

Tracey Ryniec and Neena Mishra, Zacks Director of ETF Research, discuss the hot gold rally, gold stocks and gold ETFs. (0:30) - What Is The Best Way For Investors To Gain Exposure? (3:00) - Breaking Down Gold's Recent Performance (10:50) - Top Investing Picks For Your Portfolio (25:10) - Episode Roundup: IAUM, GLD, GLDM, GDX, BTG, NEM, PAAS

Discover the influence of Polygon's cutting-edge GDX-45 HVAC systems, showcased in the Solomia Project by Operations Manager, Kyle Mattingly. Facilitating both construction progress and workforce comfort, these systems are practical solutions for the challenges of construction environments.Overcoming Project ChallengesIn the ongoing pursuit of progress, constructions often face hitches requiring strategic problem-solving. During Solomia Project, adjustments were mandated, including equipment relocation or ductwork repair - yet with Polygon's industry-leading solutions, these issues were adeptly tackled.Customer-Focused, Bespoke InnovationsPolygon's commitment to customer satisfaction extends beyond merely delivering high-grade HVAC equipment. Emphasized through dynamic adaptations from standard setups like the inclusion of specific ductwork configutations, Polygon exemplifies adaptability and customer-focused service.Experience the Polygon AdvantagePolygon is the reliable HVAC partner suitably equipped to bolster construction efficiency, improve worker comfort, and cater to your unique HVAC requirements - much like we've accomplished for Robins and Morton. Discover today the transformative impact of Polygon's bespoke HVAC solutions.

Kerry Lutz and David Erfle discussed the recent surge in gold and silver prices, with gold surpassing $2,900 per ounce, driven by political uncertainty and trade tensions, particularly due to tariffs from the Trump administration and China's responses. David noted that gold has reached four all-time high daily closes since the inauguration, contributing to a total of 40 highs over the past year, while mining stocks and silver are beginning to follow gold's upward trend. He highlighted the resurgence of junior mining stocks, linked to Trump's streamlined permitting process, and mentioned the significant stock performance of Trilogy. Kerry criticized the government's previous decision to revoke the Ambler Road project's permit, while David pointed out that British Columbia is expediting permits for 18 projects, positively impacting stock prices. They both expressed optimism about the mining sector's future, with David analyzing critical resistance levels in the GDX and GDXJ indices, suggesting that a weekly close above $40 in GDX and $35 in silver could indicate bullish momentum. He also noted the positive market sentiment surrounding junior mining stocks and the potential for explosive growth in this sector. Find David here: https://www.juniorminerjunky.com Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe

Dave Erfle, Editor of the Junior Miner Junky joins us to recap the strong moves in gold and silver and focus on what stocks could be the next takeovers.    We cover the current state of the gold market, including momentum trades and the impact of recent political events. Silver, GDX, and GDXJ are also analyzed for their recent performance and future potential based on recent moves in the chart.    We then delve into recent mergers and acquisitions (M&A) activities in the junior mining sector to identify potential takeover candidates, like Perpetual Resources and Skeena Resources. Additionally, we discuss the growing interest in mid-tier mining companies and the impact of jurisdictional factors on mining stocks.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter.

Brien Lundin, Editor of the Gold Newsletter and our host at the New Orleans Investment Conference joins us to discuss the breakout in Gold to $2,850, the outperformance of gold and silver stocks, and investment opportunities in the Toodoggone area in BC.    Gold and silver prices have shown significant increases, with gold futures nearing $2,850 and silver rising above $32.50. The stocks are also outperforming, with the GDX and SIL ETFs up over 4 and 5% today respectively. Brien emphasizes that it's not one specific news event driving these increases, but a combination of factors including central bank moves and economic data.    The discussion also covers the performance of mining stocks, which have started to show leverage to the rising metal prices, with GDX up 16% in January alone. Additionally, we talk about specific stocks and areas showing potential, like the Toodoggone area in BC, where a recent discovery by Amarc Resources has created investor buzz. Brien offers strategic advice for investors, emphasizing the importance of timing and understanding seasonal trends when investing in area plays.   Click here to learn more about the Gold Newsletter.

In this episode, we explore where value might be hiding in today's high-valuation market. From overlooked oil and gas plays to global opportunities in Japanese railways and Chinese big tech, we break down areas of potential interest for savvy investors. We also discuss the pitfalls and potential in pharma, defense, and precious metal miners, as well as the challenges pandemic darlings face in a post-COVID world. Plus, Braden dives into the concept of quality in investing, inspired by Dev Kantesaria of Valley Forge Capital. Discover why the intersection of growth and predictability defines great companies and how this framework can help you identify enduring opportunities in any market environment. Tickers of Stocks/ETFs discussed: HAL, TVK.TO, CNQ.TO, TOU.TO, ENB.TO, TRP.TO, KMI, MPC, JNJ, PFE, MRK, LLY, NVO, KVUE,PPH, IHE, ZHU.TO, LMT, UNP, 9020, KWEB, BABA, FNV.TO, WPM.TO, ABX.TO, NGT.TO, GDX, GDXJ, ZGD.TO, DOO.TO, 7309 Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Dave Erfle, Editor of the Junior Miner Junky, joins us to discuss the fundamental factors moving gold, and gold stocks, as well as the key technical levels to watch. Dave also highlights the breakout in gold after the eight-week consolidation triangle, and that the GDX, GDXJ, SIL, SILJ, and silver are still attempting to break up above resistance levels.     We then shift over to a nuanced discussion around mergers and acquisition transactions; reflecting back on the nature of the kinds of deals and investor reactions to some of the deals we saw in 2024. Wrapping up we look ahead to the kinds of M&A deals that may bring more interest into the precious metals stocks in 2025.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter.

Craig Hemke, Editor of TF Metals Report joins us to discuss his 2025 Macrocast where he outlines the factors that will drive gold and gold stocks this year.    We start with the meaning of Craig's Macrocast title, 'Inversion Reversion', with respect to the yield curve, recession signals, and the impact on precious metals. Craig also discusses the unexpected strength in gold last year driven by central bank buying, particularly from eastern countries. Additional subjects include the challenges posed by increasing U.S. debt and deficits, the Fed's role in providing liquidity, and the intricacies of reverse repurchase agreements.    On the gold stock front, Craig emphasizes the importance of careful stock picking, advising against relying solely on major indices like the GDX.   Click here to visit Craig's website - TF Metals Report

Welcome to the KE Report Weekend Show! This Weekend Show is all about investing in resource sector equities, from majors to juniors to the ETFs.   Looking past just the GDX or GDXJ, there are a lot of resource stocks, mostly miners but some more advanced developers as well, that are at or near all time highs. The juniors are still lagging and volumes are still relatively low. What does this mean for 2025? It's a question we focus on a lot this weekend.    We hope you all have a great weekend. If you are in Vancouver next weekend for any of the conferences please reach out and we can meet up at the conference or for a drink.    Segment 1 & 2 - Dave Erfle, Editor of the Junior Miner Junky kicks off the Weekend Show outlining his outlook for resource stocks (mostly precious metals equites) for 2025. We start by discussing the current challenges and opportunities within the resource stocks, particularly the impact of Western investment demand, market corrections, and sector rotations from AI and crypto to undervalued resource stocks. Dave also talks about the importance of company catalysis in investment decisions and the potential for exciting M&A in 2025. The discussion covers themes such as constructing a personalized GDXJ-style portfolio, the expected performance of gold and silver stocks, and the broader economic factors influencing these investments. Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter.   Segment 3 & 4 - Dana Lyons, Fund Manager and Editor of The Lyons Share Pro wraps up the show sharing his technical analysis of the major commodities; gold, silver, copper, il and natural gas. Dana also shares insights into the U.S. equity markets, providing both short-term and long-term outlooks based on internal models and historic trends. We also discuss interest rates, the U.S. Dollar, and Bitcoin. Dana is extending his holiday sale at The Lyons Share Pro. For 20% off please email me at Fleck@kereport.com or Dana directly at dlyons@jlfmi.com. For all you traders it'll be worth your time to test out his subscription service.

This is a replay of the first Weekend Show of 2024. We featured 2 of our favorite generalist guests sharing their outlook for 2024. I always find it interesting at the end of the year to go back and recap what we were talking about to kick off the year. As we all saw in 2024, if you were bullish you did quite well.    Thanks for tuning into the show through the year. We hope you all had a very happy New Year and successful 2025!  Segment 1 and 2 - Mike Larson, Editor in Chief at MoneyShow kicks off the show by providing his outlook for markets. interest rates, gold, copper, Bitcoin and oil. He explains the drivers behind each asset class shares his investing strategy for the current market. Click here to learn more about the MoneyShow conferences. Segment 3 and 4 - Dana Lyons, Fund Manager and Editor of the Lyons Share Pro joins us to share the sectors he thinks are buy the dip and those that are still stuck in a range. Sectors we focus on include the S&P, bonds, gold, GDX, oil and energy service stocks. Click here to visit the Lyons Share Pro website.

Dave Erfle, Editor of the Junior Miner Junky joins me to discuss the ongoing correction in gold, silver, GDX, GDXJ and SIL.    The Fed's decision to cut rates by 25 basis points and its revised projections for only two more rate cuts in 2025 have led to significant market reactions. We delve into the price movements of gold, which is currently around $2,600, and silver, which has dipped below $30.    Dave provides insights into the eight-week consolidation triangle for gold and discusses the potential for further corrections. We explore the impact of geopolitical events, including Trump's policies and international government collapses, on gold prices. The discussion also covers investor sentiment, trends in gold and silver equities, and portfolio strategies heading into the new year. Despite the volatility, Dave stresses that corrections are a normal part of a healthy market. We conclude with reflections on the year, projections for the coming months.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter.  

Jim Tassoni, CEO of Armor Wealth Strategies, joins us to discuss his trading strategy for markets and precious metals.    We start by assessing broad market averages, noting both their recent strength and recent sideways consolidation. Jim discusses key resistance and support levels for SPY, Q's, and IWM, and shares his trading philosophy of following technical indicators and value areas to identify opportunities and avoid major losses.    In-depth discussions follow on precious metals, with specific insights into gold, silver, and the underlying equity ETFs, GDX, GDXJ, and SIL. Additionally, we dive into the underperformance of copper despite strong fundamentals and Jim's approach to shorting it.   Click here to visit the Armor Wealth Strategies website to keep up to date with Jim and what he's trading.

Dave Erfle, Editor of the Junior Miner Junky joins us to explore the current bullish trends in the gold and silver market.    The discussion covers the recent trend of gold, silver, GDX, GDXJ, and SIL moving higher after a period of correction and consolidation. Dave offers insights into the various geopolitical and macroeconomic factors affecting the market, including inflation rates, central bank actions, and geopolitical instability in Europe and the Middle East.    We also delve into the performance and sentiment of precious metal stocks, highlighting the importance of selecting quality stocks and the disparity between major and mid-tier miners. Dave emphasizes a stock picker's approach, particularly focusing on silver developers and late-stage developers that are well-financed and close to being fully permitted. He also provides guidance on portfolio management, advising when to hold onto or sell positions based on market conditions and individual stock performance.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter.

Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins me to share his pricing and sentiment reflections on gold, silver, copper this year, and the opportunities in related resource stocks that we are seeing in tax loss selling silly season. We start off discussing the corrective move in the precious metals that we've seen in since they peaked out in October, and how this has affected pricing trends in PM mining stocks and thus sector sentiment.   This is a longer-format conversation with Robert that really covers a lot of ground.  We get into the overall good year that gold, silver, and copper have had, and  the profitability of the metals producers, but also contrasted across a fair bit of negativity towards the overall junior mining stocks.  We discuss the Newmont earnings miss as one of the triggers of the correction; as the largest and most followed gold stock, but also with an outsized weighting and effect on the GDX.   Then we compare that muted to negative reaction with some of the other larger gold producers that in contrast have had much more constructive fundamental results and pricing charts, like Kinross, Agnico Eagle, IAMGold, Wesdome, and Alamos Gold.    We then get into investor psychology around trading during pullbacks, the recurring seasonality of tax loss selling, and some of the opportunities that Robert see's at present.  He also highlights the fundamental value proposition of 2 specific companies he is animated by in Barksdale Resources Corp. (TSXV: BRO) (OTCQX: BRKCF) and Endurance Gold Corp. (TSXV: EDG) (OTC Pink: ENDGF).   In full disclosure, Barksdale and Endurance Gold are positions that Robert holds in his personal portfolio, at the time of this recording, and Endurance Gold is a sponsor of Goldfinger Capital.    https://ceo.ca/@goldfinger   Click here to follow Robert on X/Twitter   https://www.youtube.com/@GoldfingerCapital/videos   Follow Robert's analysis on Substack

  Happy Thanksgiving to all the Americans listening! We hope you all are having a great long weekend.   On the Weekend Show we focus on trading strategies and price forecasts for the major metals and energy sectors. Next year, who knows what's going happen, so we focus on what's working now and opportunities to come.   We hope you all enjoy the show! Please keep in touch with Shad and I through email. Our email addresses are Fleck@kereport.com and Shad@kereport.com.   Segment 1 & 2 - Rick Bensignor, President of Bensignor Investment Strategies shares his insights on the commodity sector, including gold's performance, the potential for GDX and silver, and the outlook for copper. He also delves into the broader market trends, analyzing the S&P, Russell, and the 10-year yield. Click here to visit the In The Know Trader website. Segment 3 and 4 - Josef Schachter, Founder and Editor of the Schachter Energy Report, wraps up the show focusing on the oil and natural gas markets. Josef discusses current trends in the oil and natural gas markets, including political influences and production data, all in the context of price movements. He examines the disparity between large-cap and small to mid-cap energy companies, highlighting opportunities in individual companies. Josef is running a holiday special right now where you can save $100 off the annual subscription (CODE: HOLA24) and $50 off a quarterly subscription (CODE: HOLQ24). Click here to visit the Schachter Energy Report website.  

Joel Elconin, Co-Host of the PreMarket Prep Show joins us to explore the broad-based rally that has seen market averages reaching all-time highs across various sectors, with both small and mid-cap stocks performing well.    We delve into the optimistic economic environment fueled by the upcoming administration change and its potential benefits to different stock groups, including financials and defense stocks. The implications of potential tariffs under Trump's administration are discussed, considering their impact on inflation and international trade. We also highlight the strong performance of Bitcoin, nearing the $100,000 level, and its increasing acceptance by both governments and large companies. We wrap up addressing trends in the commodities market, particularly gold and GDX.   Click here to visit Joel's PreMarket Prep website.

Avi Gilburt, Founder of the Elliot Wave Trader and Safer Banking Research is back to update us on what the charts are telling him about the S&P, gold, GDX, silver, the US Dollar and Bitcoin.    Avi is laying out some huge volatility in the next 2 years so make sure you note the levels he is watching and we'll follow up with him next month!    Let us know if there are any other charts you would like Avi's opinion on.   Click here to visit the Elliott Wave Trader website.  Click here to visit the Safer Banking Research website.

Dave Erfle, Editor of the Junior Miner Junky joins me to discuss the recent correction in the precious metals and precious metals stocks. Dave provides insights into the current market trends, key support levels for gold and silver, and the impacts of political and economic factors including the U.S. election, China policy and Fed rate cuts. Additionally, the discussion covers the performance of major ETFs like GDX, GDXJ, and SIL, and what investors should watch in the coming weeks.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter. 

Dave Erfle, Editor of the Junior Miner Junky joins us to discuss the market reactions for gold, silver, GDX, GDXJ, SIL and SILJ following the US election results. We delve into correction post election, the impact of the Fed's recent rate cuts, and his thoughts on future direction for PMs. Dave shares his insights on gold's recent corrections, the geopolitical and monetary influences driving market volatility, and Trump's potential deregulation policies for the mining sector. Additionally, Dave provides analysis on trends in ETFs like GDX and GDXJ and the interplay between gold and silver prices.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter. 

Vince Lanci discusses the potential for increased volatility during the US Presidential Election. He says the next $200 move in Gold could be lower. Many topics are discussed in this long conversation.0:00 Intro2:00 GDX, GDXJ & Silver12:30 Election Risk20:00 Contrarian Scenario23:30 How the Banks Pitch Gold to Various Clients31:25 Fed, Unemployment, Recession38:25 Future Spending41:40 Gold vs. 60/40 Portfolio48:35 Gold vs. CPI52:30 Silver57:20 Gold Volatility1:03:40 Bond Volatility

Investors can buy Bitcoin and gold through these stocks and ETFs. (2:10) - Breaking Down Bitcoins Recent Performance (6:30) - What Are Some Alternative Investment Strategies For Bitcoin? (11:00) - Should You Be Buying Gold As It Continues To Hit New  All Time Highs? (15:20) - What Are The Best Investments For Gold Right Now? (22:45) - Will Silver Ever Catch Up To Gold? (27:40) - Episode Roundup: MSTR, MSTU, FNV, NEM, EGO, GDX, SLV, GLD, AGQ, PAAS Poodcast@Zacks.com

Kerry Lutz and David Erfle engaged in a detailed discussion about the recent positive trends in the gold and silver markets, highlighting significant price movements and market dynamics. Silver has notably surpassed the $32.50 resistance level, reaching $35, while gold prices have also seen substantial gains. Erfle pointed out that miners are consolidating in a bullish flag pattern, breaking through key resistance levels, which has rekindled interest from retail investors after a decade of decline. Despite these gains, both the GDX and GDXJ indices still have considerable growth potential compared to historical highs. The conversation also touched on the upcoming Q3 earnings announcement from Newmont, with expectations of strong results due to rising gold prices, which could further attract fund managers as the stock market shows signs of weakness. The discussion further explored the evolving landscape of the mining industry, with major companies acquiring junior mining assets to enhance their portfolios, particularly focusing on high-margin deposits. Erfle noted the relative ease of obtaining mining permits in certain countries, which could be expedited by changes in political leadership. Both speakers emphasized the importance of modern, environmentally friendly mining practices and the growing industrial demand for silver, which has been experiencing a four-year deficit. They also cautioned potential investors about the risks associated with buying silver, including scams and the need for due diligence. The conversation concluded with a reflection on the importance of capable management in the junior mining sector, underscoring the need for vigilance and education in navigating this volatile market. Find David here:  JuniorMinerJunky Find Kerry here: FSN and here: inflation.cafe

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In this episode of Palisades Gold Radio, your host Tom Bodrovics invites back Michael Oliver from Momentum Structural Analysis to discuss the stock market's present condition in relation to the upcoming US election. Michael expresses his view that the markets have not fully accounted for the uncertainty and potential instability arising from the election. He references historical precedents of market reactions following unpredictable election results, specifically the bull market peaks in 2000 and 2007, where interest rate cuts after periods of hikes led to significant downturns. Michael shares his perspective on the economy, emphasizing that the Fed has shifted its focus from inflation control to defending the economy due to Powell's concerns over an inadequate job market, particularly in manufacturing and essential industries, and a looming debt crisis. He discusses the potential consequences for the bond market and gold prices, suggesting that when the stock market corrects, data points will shift, prompting Fed concern about solvency and the need to roll over substantial amounts of debt with increasing interest costs. Michael discusses the potential for a government debt crisis and its impact on gold, predicting a short-term rally in T-bonds as assets flow out of stocks into perceived safety but an ultimately downward trend in terms of price and upward yield. He also highlights the significance of commodities related to agriculture, energy, and base metals following gold's lead during market upswings. Michael explains the correlation between stock markets and the US dollar index, emphasizing that increased losses may create demand for the dollar but warning that historically, major swings in the dollar index have followed the stock market trends rather than assisting it in times of potential breakdowns. Michael uses an analogy to describe gold's relationship with silver, viewing it as a 'mama market' with silver acting as an unpredictable 'wild dog on a leash.' He explains that while gold sets trends, silver exhibits seemingly irrational swings but ultimately follows the same direction. The underperforming gold miners GDX are expected to outperform gold in the future, and silver's industrial significance could lead to increased attention once prices take off. Predicting significant price increases for gold, Michael suggests that conditions such as stock market instability, central bank issues, and government debt markets could drive a surge reminiscent of the late 1970s and early 1980s, where gold experienced eightfold growth. Michael concludes with a discussion of the potential for market instability due to unpredictable outcomes from the US election, with both parties experiencing desperation and panic contributing to an unstable stock market. He also references Javier Milei's presidency in Argentina as a reminder of the need for painful changes in response to decades of mismanagement and anticipates an intriguing and consequential period ahead. Time Stamp References:0:00 - Introduction0:31 - Markets & The Elections8:04 - Yen & the Nikk ei11:46 - Fed & Liquidity14:15 - Bond Markets & Service20:45 - Gold & Commodities24:33 - Dollar Crisis & Demand27:16 - Complexities & Timeframes32:50 - Sell Offs & Metals35:52 - Silver Vs. Gold Spreads41:32 - Metals & Fundamentals46:19 - Gold Miners & Signals49:43 - Earnings & Margins51:38 - Miners & Mining Tiers55:16 - Debt Crisis & The Metals1:02:42 - Political Upsets1:06:51 - Wrap Up Talking Points From This Episode Michael Oliver warns of potential market instability due to US election uncertainty, referencing historical precedents. Fed's focus shifts from inflation control to economy defense amid job market concerns and debt crisis. Gold predicted to surge with conditions like stock instability, central bank issues, and government debt markets. Guest Links:Alasdair MacLeod Video: https://vimeo.com/1017577311/aaaf32f856Website: http://www.

I hope you guys enjoy my podcast with Greg Orrell of OCM Gold Fund. Greg has done what most gold fund managers haven't ... outperform GDX. In fact, Greg has crushed GDX, returning 81% since 2008 versus GDX's 6% during the same time period. During the podcast, Greg dissects the gold miner industry and gives us a crash course on how to analyze, invest, and position size when buying gold producers. If you're interested in gold and precious metals stocks, you will love this episode. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers. I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more! TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

Gold has risen by over 25% since the beginning of this year, trading above $2,600 per ounce. Should investors consider adding gold miners to their portfolios, or is there a better strategy?We sit down with Feneck Consulting President John Feneck as he shares insights on navigating the gold market and highlights major ETFs like GDX and GDXJ. He discusses the potential in major gold mining companies like Agnico Eagle (NYSE: AEM | TSX: AEM), as well as in smaller firms such as Golden Cariboo Resources (CSE: GCC | OTCQB: GCCFF | WKN: A0R2CQ | FSE: 3TZ) and First Nordic Metals (TSXV: FNM | OTC: FNMCF).Furthermore, John reveals opportunities in the silver market, particularly given the rise in silver prices this year, and shares his outlook for the copper market.Get exclusive analysis on mining and markets from Feneck Consulting: https://www.feneckconsulting.com/Join John Feneck at the upcoming Commodities Global Expo 2024, happening from October 22 to 24 at the Four Seasons Fort Lauderdale in Florida: https://topshelf-partners.com/Watch the full YouTube interview here: https://youtu.be/knQ3lRbKssgAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

David Erfle stated: “We've had the SILJ now showing relative strength to the GDXJ. GDXJ is showing relative strength to the GDX. And the miners and silver are showing relative strength to the gold price. So that is what you need to see happening; and it started to happen this week as the Fed is ready to reverse its monetary policy, which is huge.” In this MSE episode, David Erfle also provides commentary on the gold price and the broader junior mining sector. He also shared his firsthand observations from last week's Beaver Creek Precious Metals Summit where industry investors and issuers gathered together. David Erfle is a self-taught mining sector investor. He stumbled upon the mining space in 2003 as he was looking to invest into a growing sector of the market. After researching the gains made from the 2001 bottom in the tiny gold and silver complex, he became fascinated with this niche market. So much so that in 2005 he decided to sell his home and invest the entire proceeds from the sale into junior mining companies. When his account had tripled by September, 2007, he decided to quit his job as the Telecommunications Equipment Buyer at UCLA and make investing in this sector his full-time job. David founded the Junior Miner Junky subscription-based newsletter in April, 2017 and writes a weekly column for precious metals news service Kitco.com, whose website attracts nearly a million visits every day. 0:00 Introduction 0:41 Beaver Creek Precious Metals Summit observations 2:22 Legal rumors? 3:43 Time to invest in gold explorers? 4:54 Mexican open pit mining ban 9:26 Any buys or sells recently? 13:24 Silver price 15:03 “Juniors never been this cheap” 17:09 Gold juniors won't fall with stock market David's website: https://juniorminerjunky.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

We discuss the outlook for gold and mining stocks. (1:00) - What Is Pushing Gold Prices Higher? (5:15) - Why Are Central Banks Buying Up So Much Gold Lately? (8:45) - Can This Gold Rally Continue And For How Long? (16:10) - How Much Gold Allocation Should You Have In Your Portfolio? (21:10) - Breaking Down The Outlook For Silver: Should You Be Buying? (25:00) - What Are Some Gold Mining Stocks You Should Keep On Your Watchlist Right Now? (35:05) - Physical vs Digital Gold: Is Bitcoin The Digital Gold? (40:00) - Episode Roundup: INIVX, GDX, GDXJ, GLDM, IAUM. OUNZ Podcast@Zacks.com

Gold reached new all-time highs and is expected to continue moving higher due to lower real interest rates and increased investment demand, says Jordan Roy-Byrne. The fundamentals driving this price increase include anticipation of lower real interest rates and the pickup in investment demand. The sentiment for gold is becoming bullish, which is a good sign for a new bull market. The gold miners, represented by ETFs like GDX and GDXJ, are also showing signs of a breakout and potential for further gains. It is important to focus on horizontal lines rather than trend lines when analyzing technical patterns.

I hope you guys enjoy my podcast with Greg Orrell of OCM Gold Fund. Greg has done what most gold fund managers haven't ... outperform GDX. In fact, Greg has crushed GDX, returning 81% since 2008 versus GDX's 6% during the same time period. During the podcast, Greg dissects the gold miner industry and gives us a crash course on how to analyze, invest, and position size when buying gold producers. If you're interested in gold and precious metals stocks, you will love this episode. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers. I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more! TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support