Podcasts about gold miners

Adam Hamilton, a seasoned expert in gold stocks with over two decades of experience, emphasizes the importance of strategically selecting investments within the gold mining sector. He advocates for focusing on mid-tier miners, which he believes offer superior growth potential compared to major miners. These mid-tier companies, operating at 300,000 to 1,000,000 ounces annually, are more agile and capable of expanding their operations effectively. Hamilton highlights their lower costs and better ability to generate cash flows, making them a more attractive investment option. In contrast, major miners often struggle with high costs and face challenges such as overpaying for mergers and acquisitions (M&A), leading to diluted earnings. Their large market capitalizations make it difficult for them to grow production sustainably, unlike mid-tier miners which can achieve significant growth through new projects. Hamilton also discusses the cyclical nature of exploration spending within the industry. Recent years have seen reduced exploration activity due to unfavorable market conditions, potentially leading to a future supply deficit. He underscores the importance of diversification in investment strategies, advising against overcommitting to any single asset. Instead, he recommends spreading investments across various sectors to mitigate risk. During periods like the summer doldrums, Hamilton suggests that investors use this time for thorough research and homework to identify undervalued opportunities. He encourages a patient approach, noting that buying windows may be brief once favorable conditions arise. Timestamps:00:00:00 - Introduction00:00:52 - Historical Gold Moves00:04:52 - Corrections & Sentiment00:06:46 - Apathy & Historic Sentiment00:12:42 - Gold & Trade War Fears?00:14:43 - Summer Doldrums00:17:42 - Silver Price Levels00:20:37 - Short Squeeze?00:21:45 - Fed, Gold, and Data00:25:26 - News & Your Attention00:28:00 - Miners & Leverage00:30:36 - Momentum in Metals00:32:32 - Crypto Market Impacts00:37:26 - Majors & Mid-Tiers00:41:32 - Majors & Exploration00:43:20 - Conclusion & Wrap Up Guest Links:Website: https://zealllc.com/Articles: https://zealllc.com/essays.htm Adam Hamilton founded Zeal LLC in early 2000. He started investing in stocks when he was 12 years old, using money from summer jobs. He grew up fascinated by stock markets, dreaming of making a living in this unique realm where compensation is not limited by time on task like most other professions. After growing up in a small-town banking family in rural North Dakota, Adam left for school at the University of Colorado at Boulder. While watching the markets and trading, he studied finance, accounting, and entrepreneurship. Adam went on to be a Big Six CPA and consultant after graduation, never stopping learning. By early 2000, Adam finally had enough experience and capital to found Zeal at 25 years old. Rather than hide his research and trading work in a hedge fund, Adam wanted to help others thrive in the markets. So he started sharing his now-world-famous market research work through very-affordable newsletters. Customers raved, and many millions of dollars of newsletter sales later Adam was blessed to become a self-made millionaire. He is very thankful to be living his dream, and plans to research, trade, and share wisdom through newsletters for the rest of his life. Adam is a Christian saved by Jesus Christ. He and his wife are greatly blessed with 2 children, and they live in Colorado.

Is this the final warning before gold tops out? Is silver's breakout real—or is a crash coming next? Stocks are soaring while the dollar dives, and Tony Greer says retail traders just outsmarted the institutions. We cover it all—gold, silver, Bitcoin, bonds, tariffs, and the melt-up narrative.#Gold #Silver #bitcoin ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

IMAGINE YOU'RE A gold prospector from the Willamette Valley, on your way to the California gold fields in the first year of the 1848 gold rush. You're a little late to the party, and you've chosen to try to reach the gold fields in a somewhat unusual way: By going over the Coast Range to the beach, and traveling south along the coast. As you make your way southward by the great ocean, you reach a broad expanse of black sand. And when the sun hits it just right, you can see it's actually glittering … with tiny flakes and grains of gold. You're all alone on the beach. There aren't even any other footprints. Apparently nobody else was crazy enough to try to travel to the gold fields via Coos Bay. Everyone else in the area, such as there are, has decamped inland to the gold fields. It's just you, on the uninhabited edge of a continent, crunching a trillion dollars' worth of gold under your feet.... (Randolph, Coos County; 1840s, 1850s) (For text and pictures, see https://offbeatoregon.com/22-05.gold-on-the-beach-609.html)

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠ are joined by Imaru Casanova, Portfolio Manager for the active gold and Precious Metals Strategy at VanEck to discuss gold hitting all time highs, gold miners vs gold performance, macro factors investing in gold, demand from central banks, and much more! Learn more at: https://www.vaneck.com/us/en/investments/international-investors-gold-fund-inivx/overview/ Find complete show notes & VanEck's disclosure for this episode, visit our blogs... Ben Carlson's ⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠https://www.idontshop.com⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

From the floor of the German Gold Show in Frankfurt, Trevor Hall, host of Mining Stock Daily and founder of Clear Commodity Network, joins us for a hard-hitting conversation on what's really going on in the global economy.Trevor breaks down why the Fed has no plan, why 30% tariffs are a sledgehammer to trade, and why the bond market could blow wide open. Sticky inflation, a confused Fed, and shipping chaos from China to the U.S. are just the start. And what about mining? Trevor lays out what he's seeing on the ground.#Fed #BondMarket #miningstocks -----------Thank you to our #sponsor, FIRST MAJESTIC SILVER. Make sure to pay them a visit: https://www.firstmajestic.com/--------------------

New York Times and USA Today bestselling author KRISTINA McMORRIS joins BOOKSTORM Podcast to discuss The Girls of Good Fortune! This novel transports us to a dark time in our Nation's history - we meet Celia in Oregon in 1888, where anti-Chinese sentiment is running high and injustices are rampant. Is good fortune simply a matter of luck - or is it fought for or earned? Standing up for what's right takes courage ... it might get you killed, but it might also inspire your future daughters and their daughters. We talk with Kristina about extreme injustices and whether it's ever too late for a reconciliation. Who keeps your family stories? Do you share a family lifeline through food? How can a simple bun be such a symbol of identity? What a beautiful discussion! Join us!You can find more of your favorite bestselling authors at BOOKSTORM Podcast! We're also on Instagram, TikTok, Facebook, and YouTube!

Interview with David Londoño, President & CEO of Mineros SAOur previous interview: https://www.cruxinvestor.com/posts/mineros-sa-tsxmsa-leading-gold-producer-in-colombia-with-growth-plan-towards-400000-ozyr-6250Recording date: 12th May 2025Mineros SA (TSX: MSA), a Latin America-focused gold producer, is charting a path of disciplined expansion under newly appointed CEO David Londoño, a Colombian mining engineer with over 30 years of industry experience. With operations in Colombia and Nicaragua, the company produces gold through low-cost dredging and underground mining methods, generating $160 million in annual revenue and maintaining a strong cash balance of $81 million. It also rewards shareholders with a stable 10-cent annual dividend.In Colombia, Mineros uses an environmentally friendly dredging process powered by hydroelectric energy, which allows for simultaneous gold recovery and land reclamation. In Nicaragua, operations are set to expand following the approval of a new mine at Porvenir, which could boost regional output by 50,000–60,000 ounces annually.A hallmark of Mineros' strategy is its integration of artisanal miners into the supply chain—an initiative that supports local communities while enhancing the grade of processed ore. With this social license and local expertise, the company is evaluating acquisitions across Latin America, targeting 70,000 to 130,000-ounce-per-year assets that complement its current footprint.Londoño is focused on margin discipline and performance. “We don't control the price, but we control the costs and our performance,” he stated. With improved market visibility and a rising share price, Mineros is positioning itself as a cost-effective, socially conscious, and dividend-paying gold producer with room to grow. The company's strategic focus on value-driven expansion and operational excellence highlights its potential as a standout mid-tier player in the Latin American gold sector.View Mineros SA's company profile: https://www.cruxinvestor.com/companies/mineros-saSign up for Crux Investor: https://cruxinvestor.com

The ASX 200 rose 36 points to 8269 (0.4%). 11-week high. Disappointing in some respects as defensive stocks saw sellers move to more leverage assets. Banks slipped with ANZ Ex-dividend, the Big Bank Basket down to $261.90 (-0.5%). MQG pushed another 3.7% ahead, with other financials doing well. HMC is up 3.7%, and RPL is rallying 5.7%. ZIP was the standout, up 8.8%, with XYZ bouncing 5.9%. REITs sold off as rates moved higher, 10-year yields up to 4.43%. Defensive industrials fell, COL and WOW went down hard, TCL fell 2.2%, and TLS dropped 2.6%. Tech did well but off highs. WTC is up 4.9% and XRO modestly higher, up 1.7%, with the All-Tech Index up 3.1%. In resources, iron ore drifted back a little, BHP up 2.1% and FMG up 2.7% with base metal stocks also in demand, MIN up 9.8% and LTR up another 3.5%. S32 had a great day up 5.6%. Gold miners were sold off on bullion weakness. NST was down 4.6%, with NEM down only 1.8% as EVN fell 5.3%. LYC dropped 3.8%on rare earth supply from China resuming. Oil and gas stocks are better, WDS up 3.7%, and STO rallying another 2.9%. Uranium stocks paused. Coal was a happy place, WHC up 3.2%. In corporate news, RIC successfully raised $125m to buy DNL's fertilizer distribution business. PNV is doing well on diabetes trials, and ALD rose 2.2% as it sold an NZ business. ASK rejected a takeover offer from Ki. On the economic front, consumer sentiment lifted on election results. Asian markets mixed, Japan up 1.7% with China flat and HK sliding back 1.5%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Chantal Marx from FNB Wealth and Investments unpacks Gold Fields's big acquisition — but should we be worried about the lack of greenfields? Peter Armitage, CEO of Anchor, weighs in on Warren Buffett's surprise retirement and the timeless lessons we can take from his legendary legacy. Meanwhile, Thembinkosi Pantsi of the National Automobile Dealers Association says vehicle sales might be showing signs of real momentum.

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

On this episode of Trading Justice, Matt and Mark Justice cover the key market drivers of the week, including a strong rally fueled by easing tariff concerns. They analyze whether the worst of the trade tensions is over, assess early earnings season trends, discuss tech's potential return to leadership, and spotlight gold miners' resurgence and the AI narrative boom. Plus, they break down Google's impressive results, Tesla updates, the crucial economic week ahead, and answer listener questions — all served up with a few laughs and plenty of trading wisdom along the way.

The ASX 200 was a mirror of yesterday with CBA and gold miners down today and the rest of the market up. The index closed up 104 points at 7920(1.3%). In the banks, CBA fell 2.5% with NAB the standout up 3.2% with the Big Bank Basket down to $258.77 (-0.8%). MQG leapt 5.3% with other financials back in demand, PNI up 6.0% and GQG up 7.1%. REITs also doing well with GMG rallying 3.0% and VCX up 2.7%. Industrials firmed across the board, WES up 1.8%, ALL rising 4.4% and SGH up 3.2%. Healthcare stocks also saw gain, TLX up 12.5% on a sales update. Tech stocks better, WTC put in 5.5% with XRO up 2.9% and the All-Tech Index up 3.5%. Resources were generally firm, BHP up 3.3% with FMG rallying 2.7%, LYC fell 7.6% on possible Chinese de-escalation, gold miners too saw some profit taking across the board, with NST down 9.6% and EVN falling 10.9% as NEM dropped 7.0%. Uranium stocks had a lovely day out, PDN reassured the markets with a production update, up 24.6%, and Spott has been buying the sector; DYL is up 12.0% with oil and gas stocks also doing well, STO is up 6.1% with WDS putting on 3.6%. On the corporate front, IFL revealed FUM and rallied 4.5% with CTT falling 24.4% on reporting weak demand in US on tariff uncertainty. On the economic front, new business activity in Australia's private sector rose at the fastest pace in three years. Asian markets firmed with Japan up 1.9%, HK up 2.2% and China up 0.3%. 10-year yields eased slightly to 4.26%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Gold is having an extraordinary run right now, with the price of the precious metal soaring to record highs.Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about investing in Australian gold miners.This is general information only and you should seek independent advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Gold is having an extraordinary run right now, with the price of the precious metal soaring to record highs.Shaun Weick, Senior Investment Analyst at Wilson Asset Management, talks to Sean Aylmer about investing in Australian gold miners.This is general information only and you should seek independent advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

In today's episode, Kip takes us through a busy pre-Easter Thursday on Wall Street, unpacking the day's light-volume trading session and a hefty 527-point drop in the Dow, mostly blamed on UnitedHealthcare's disappointing earnings and guidance. Kip dives into the resilience of the broader markets despite the Dow's decline, highlights the surprising strength in market internals, and shares insights from his appearance on the Charles Payne Show—where he didn't hold back critiquing Fed Chair Jay Powell.

In this episode, we dive into Trump's tariff exemptions and the impact on tech, explore evolving SPY patterns, and break down the surge in gold prices. We debate gold vs. gold miners, analyze Bitcoin's recent moves, and cover the top 5 stocks in the news. In Coaches Corner, we unpack what's really happening with the U.S. dollar and its reserve currency status. Timestamps: • Tariff Talk – 3:00 • SPY Patterns – 21:45 • Gold vs. Miners – 30:45 • Bitcoin – 38:00 • Top 5 Stocks – 40:00 ($AAPL, $AVGO, $JPM, $STZ, $DAL) • USD Reserve Breakdown – 53:30

The latest in business, financial, and market news and how it impacts your money, reported by CNBC's Peter Schacknow

This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump's tariffs, what markets we're eyeing during this meltdown, and how to manage risk as a trader. We also delve into commodities, tax cuts, Bitcoin's resilience, and more. Enjoy! — Follow Tony: https://x.com/TgMacro Follow Jared: https://x.com/dailydirtnap Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx — Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125 — Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Timestamps: (00:00) Forward Guidance x Macro Dirt (01:32) Unpacking Trump's Tariffs & Market Reaction (09:56) Commodity Markets (15:04) Federal Reserve and Economic Data (24:27) Market Volatility and Bear Market Rallies (25:57) Risk Management Strategies for Traders (30:00) Gold Miners and Commodity Markets (33:25) Tax Cuts and Tariff Implications (37:43) Bitcoin's Resilience (42:53) Bond Price Action (44:53) Weekend Plans — Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Fundamentals for Gold Miners are already strong but could become white hot as inflation adjusted Gold price has broken out of a 45-year-long base.» Get a free copy of my new book: https://thedailygold.com/book» Find junior gold & silver stocks with 5x-10x potential: https://thedailygold.com/premium

It is critically important to improve financial knowledge because alarming statistics are revealing there are widespread gaps in budgeting, saving, and credit understanding among U.S. adults. Today's Stocks & Topics: GEV - GE Vernova Inc., Market Wrap, RBC - RBC Bearings Inc., Can We Afford to Ignore Financial Literacy?, FDX - FedEx Corp., RYCEY - Rolls-Royce Holdings, Gold Miners, VYM - Vanguard High Dividend Yield ETF, DOW - Dow Inc., A-I and Different Industries.Our Sponsors:* Check out Kinsta: https://kinsta.comAdvertising Inquiries: https://redcircle.com/brands

Gold is at record highs. Tracey Ryniec, Zacks Value Stock Strategist, searches for the gold miner stocks with the lowest PEG ratios. (0:30) - Should You Be Gaining Exposure Into Gold Right Now? (5:54) - Top Stock Picks For Your Portfolio Watch List (27:20) - Episode Roundup: HMY, NEM, BTG

Gold is at record highs. Tracey Ryniec, Zacks Value Stock Strategist, searches for the gold miner stocks with the lowest PEG ratios. (0:30) - Should You Be Gaining Exposure Into Gold Right Now? (5:54) - Top Stock Picks For Your Portfolio Watch List (27:20) - Episode Roundup: HMY, NEM, BTG Podcast@Zacks.com

In Episode 130 of the Diary of a UK Stock Investor Podcast this week:- (00:00) Show Start (06:33) Chapel Down Group plc (19:36) Ariana Resources plc (24:15) Fresnillo plc (31:30) Lynch on the correlation of Company Earnings  (32:00) Our First German Stock (40:45) My FREE Personal Finance Spreadsheet   JOIN THE DISCORD CHAT ROOM:- CLICK HERE TO JOIN US! Diary of a UK Stock Investor Podcast is a show for everyday long-term retail investors, hosted by Chris Chillingworth. The podcast is unique in that it serves as a place for Chris to reflect on the highs and lows of long-term UK stock investing, as well as sharing detailed updates on how his own portfolio is growing. With new episodes every Thursday, and a detailed update on his quest to reach £1,024,867 in portfolio value by 2043, episodes often discuss investing education, strategy, mindset, ideas and even stock picks and analysis. The show, which now has an active following of over 4000 downloads a month, is curated by Chris Chillingworth, a UK investor for over a decade whose stockpicks have achieved a 18% annual average return between Jan 2014 - Nov 2024. Email Chris at the show on chris@chrischillingworth.com Checkout the website https://chrischillingworth.com 

The ASX 200 pushed up 57 points to 7999 (0.7%) after a better lead from the US and benign CPI numbers. Banks once again leading us higher with the Big Bank Basket up to $245.09 (+1.3%). ANZ bouncing back from the big sell down yesterday. Other financials also in demand, MQG up 0.5% and ASX up 1.3% as volumes pick up. REITs better led by GMG up 1.0% and SCG rising 3.3% on Budget news and CPI. Industrials also feeling the love, WES up 0.7% and TCL rising 2.0% with WOW and COL rising 1.7 and 1.5%. Retail was mixed with SUL off 0.8% and LOV falling 1.7% as JBH bounced back 2.5%. Tech was mixed, WTC up 0.3% and XRO down 0.2%. Resources were a happy place as US copper hit record levels. BHP and RIO doing well with FMG up 0.8%. Gold miners were back in demand, NEM up 1.1% and SPR doing well up 4.9% on a RMS upgrade. BGL in a trading halt pending another production issue. MIN bounced 1.8% with LTR up 4.0%. PDN collapsed 11.6% as more issues with rain and production in Namibia, BOE off 4.0% and NXG falling 2.9%. Both WDS and STO were firmer. In corporate news, TUA fell 7.5% on disappointing results, VUL up 12.8% on EU critical project status. WOR CFO resigned. In economic news, CPI fell to 2.4% perhaps opening the door for a rate cut. Budget had no impact. Asian markets mixed again, Japan up 0.8% and HK finding support up 0.3% with China flat. 10-year yields rising to 4.47%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 rose 91 points to 7919 (1.2%) as the Fed soothes nerves. Banks did well with the Big Bank Basket up to $238.79 (+1.9%). MQG bouncing hard, up 3.8% as a market player. Other financials also doing well, GQG up 2.8% and NWL rallying 4.6%. CGF put in a stellar day up 5.7%. REITs also rallying hard, GMG up 2.8% and SCG up 2.5% with industrials seeing bargain hunters. ALL up 2.3%, CPU up 2.2% and SGH doing better up 1.9%. Retail showing signs of life, JBH up another 3.1% with WES up 0.9% and WEB rising 3.9%. MYR struggling after the recent robo update. Tech better, WTC up 2.5% and XRO doing well as the All -Tech Index rose %. Resources out of favour today. BHP down 1.1% and FMG tumbling another 3.3%. Gold miners better as bullion held records, NST up 3.1% and GMD up 3.2% with GOR bouncing back 2.1%. Lithium stocks saw the shorts stay their hand, LTR down 4.8% and PLS off 2.5%. MIN continue to disappoint, down 2.1%. Uranium stocks finding buyers again. DYL up 5.2% and BOE up 8.4%. Have we seen the bottom here? In corporate news, NANrose 14.0% after US regulators approved its tool designed to clean endoscopes. ARU bumped 2.7% higher on an offtake deal and CWY jumped 2.0% on an acquisition. TPG also got the Vocus nod, up 5.9%. On the economic front, unemployment came in at 4.1%. Pretty much in line. Asian markets saw some profit taking. Japan down 0.3%, China off 0.4% and HK down 1.2%. 10-year yields slipped to 4.38%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

You can trade your view on the gold price with physically-backed gold ETFs, but what about gold miners, gold mining companies? What are the options available to ETF investors? The Satrix RESI ETF, tracking the FTSE/JSE Capped RESI10 Index offers an intriguing opportunity.

The ASX dropped hard and bounced a little closing down 72 points at 7890 (0.9%) after touching 7818. Banks were the turnaround story with the Big Bank Basket down to $240.73 (0.2%). MQG suffered as US investment banks have sunk. Other financials were also sold down hard, GQG off 3.2% and XYZ falling 6.3% with insurers slipping lower as government warns on Alfred issues. REITs fell back to earth, DGT dropped 7.4% on a broker downgrade, as HMC fell 9.7% too, SCG off 0.9%. Industrials slipped across the board, QAN fell 8.9% with it ex-dividend too, SGH down 3.2% and CPU falling 3.6%. Retail under pressure, JBH down 2.5% and TPW sliding 3.7%. Travel stocks took their cue from Delta Airlines, CTD off 0.5% and FLT falling 3.6%. Tech was also on the nose for obvious reasons, WTC down only 1.9% after bouncing hard off the lows, XRO saw no real bounce with the All-Tech Index down 4.0%. Resources was an interesting space. BHP and RIO both rallied hard, gold miners fell hard despite bullion prices picking back up. NST fell 1.9% and NEM dropped 2.6%. Lithium stocks under pressure as usual, oil and gas stocks better, WDS up 1.2% and uranium remains under a toxic cloud. In corporate news, NIC saw a large block trade causing a drop of 19.9% combined with possible tax changes. ASB in a trading halt as it seeks $200m at 380c together with a founder partial sell down. PNV lost its CEO and more value, GYG fell 2.2% on details of recently released escrow stock. In economic news, consumer confidence rose in March. In Asia, Japan down 1.3%, HK off 0.8% and CSI China off 0.6%. 10-year yields 4.36%. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The financial system is reaching a breaking point—global debt is skyrocketing, central banks are struggling, and gold is rising fast despite a strong dollar and high bond yields. What's really happening? Rocklinc's Jonathan Wellum joins our new host, Bristol Gold Group's Trey Reik, to unpack:

Trevor welcomes in David Erfle to discuss the current state of the junior mining sector following a Federal Reserve announcement. They explore the dynamics of gold prices, the performance of gold miners, and the implications of recent mergers and acquisitions. The discussion also highlights the importance of upcoming earnings reports and the impact of permitting news in Mexico on market sentiment.

In this episode, Fred interviews John, who shares multiple chilling encounters in the Alaskan outdoors that suggest the presence of Bigfoot. John's experiences span from the early 1970s to 2017, including strange vocalizations, eerie campfire encounters, and sightings of large, hairy beings. Additionally, Fred recounts a recent encounter shared by Richard and Samantha in Hope, Alaska, involving unsettling surveillance and aggressive behavior from an unknown creature. Another tale describes Brian and Derek's terrifying trip near Cordova, where they were harassed by a mysterious screaming entity. These stories contribute to the growing ledger of Bigfoot sightings and encounters in Alaska, urging listeners to stay alert when venturing into the wilderness. Get Our FREE NewsletterGet Brian's Books Leave Us A VoicemailVisit Our WebsiteSupport Our SponsorsVisit Untold Radio AMVisit HIMS.COM00:00 Introduction and Greetings 00:13 Early Encounters in the 70s 01:40 Odd Calls and Unseen Visitors 03:20 Hairy Man Sighting by the River 04:57 Hunting and Sasquatch Sighting 07:31 Tracking and Trinkets Experiment 14:27 Close Encounter with a Sasquatch 24:19 Richard and Samantha's Gold Claim Experience 30:12 Samantha's Unease and Richard's Plan 30:51 The Encounter Begins 33:18 A Terrifying Confrontation 37:50 The Aftermath and Local Lore 39:44 Brian and Derek's Hunting Trip 40:37 Eerie Silence and Unseen Watchers 46:18 Strange Noises and Growing Fear 52:00 A Night of Terror 01:01:40 A Hasty Retreat 01:04:12 Reflections and WarningsBecome a supporter of this podcast: https://www.spreaker.com/podcast/sasquatch-odyssey--4839697/support.

Gary Tanashian discusses current market conditions and trends and what could transpire in 2025. There is growing risk of a market top and downturn, which would be very bullish for precious metals. He is not bullish yet but is anticipating these developments. 

Tom Bodrovics welcomes back Kevin Muir, the author of the Macro Tourist Newsletter and Substack, and co-host of The Market Huddle. Muir discusses market dynamics since the election, emphasizing that volatility has returned due to Trump's unpredictable tweets and policies, particularly regarding tariffs and trade deficits. He argues for acknowledging these shifts rather than denying them. Muir explains how reducing the US trade deficit could lead to devaluation of US stocks. He attributes globalization over the past two decades to an increase in global profits, but suggests that Trump's efforts to reverse this trend and bring jobs back to the U.S. might result in higher labor costs and less capital flowing into the U.S. financial markets, potentially leading to lower stock prices for the US market compared to others. Muir criticizes passive flows as the primary cause of high stock valuations and expresses skepticism about certain high-growth companies trading at such high valuations indefinitely. He also discusses potential implications if Trump successfully eliminates the US trade deficit. Furthermore, Muir shares his belief that Trump could potentially lead to a weak dollar due to tariffs, devaluation of the dollar, and lower interest rates. He expresses uncertainty about Trump's intentions regarding monetary policy and the Federal Reserve, noting potential opposition. Muir favors investing in resource stocks of Canadian companies and financial assets due to economic challenges faced by future leaders in Canada. He also criticizes President Trump's deregulation efforts and tax cuts, expressing concern over potential inflation or recession depending on public reaction and private sector credit creation. Muir emphasizes the importance of considering gold trading from a long-term strategic perspective with the People's Bank of China (PBOC) being the most important player due to their vast US dollar reserves and increasing diversification into gold for safety reasons. He advises traders to adopt a similar approach and not be swayed by short-term market fluctuations or technical analysis. Gold may ultimately be chased at the end of the accumulation process, according to Muir. Time Stamp References:0:00 - Introduction2:03 - Volatility & Election8:16 - Trade Deficits & Equities13:50 - Valuation Drivers22:29 - Rates & the Dollar30:24 - The Fed Vs. Trump36:17 - Recession Forecasts?37:42 - Japanese Yen40:23 - The Canadian Loonies50:12 - Managing Expectations57:04 - Change & Openmindedness1:00:41 - China's Gold Reserves1:06:10 - Golden Fundamentals1:11:00 - Outlook For Miners1:15:04 - Wrap Up Talking Points From This Episode Volatility back in markets due to Trump's unpredictable policies on tariffs and trade deficits. Reducing the US trade deficit could lead to devaluation in US equities. Trump's actions might result in a weak dollar, lower interest rates, and potential monetary policy opposition from the Federal Reserve. Guest Links:Email for Sample Letters: kevin@themacrotourist.comSubstack: https://posts.themacrotourist.comWebsite: https://themacrotourist.comPodcast: https://markethuddle.com/Twitter: https://twitter.com/kevinmuir Kevin Muir started as an institutional equity derivative trader for a big Canadian bank in the 1990s. In 2000, Kevin decided that bank-life wasn't for him, so he traded his own account for the next two decades. Along the way, he started writing the MacroTourist newsletter, which he describes as an "almost daily" letter about the markets that still manages to have fun. The MacroTourist newsletter attempts to bring a unique take on a variety of different financial topics. Kevin's tagline is, "All I Bring to the Party is 25 Years of Mistakes." Kevin Muir is a CFA and a graduate of the University of Toronto economics program.

Tom Bodrovics interviews Doug Casey in-person at his home in Argentina assisted by Ivor Cummins. Doug emphasizes the importance of focusing on areas like economics, history, science, self-improvement, and traveling to broaden perspectives amidst political uncertainties. He suggests that Argentina, Chile, Uruguay, Paraguay, southern Brazil, and the Southern Cone of South America could be ideal for relocation due to their civility, open spaces, low population density, and capacity for food security. Doug shares his affinity for Argentina, despite its political instability and frequent revolutions, and praises its culture, ranching, and potential for food security. Doug expresses dismay over U.S. politics and the nomination of Kamala Harris, labeling her 'stupid' and 'evil,' alleging communist leanings. He believes that a potential economic downturn might be preferable for societal rebuilding but fears the Democrats' potential power consolidation. Doug discusses the upcoming economic downturn's potential severity and longevity, comparing it to the Great Depression, due to the historic size of the financial bubble and vast debt accumulated by individuals and governments. He advocates for individual preparedness and self-reliance, advising listeners to learn new skills, acquire gold and silver, and speculate in markets. Doug also expresses optimism, suggesting humanity might explore other planets to overcome challenges and discusses the recent election's impact on Gold and Silver prices, maintaining their fundamentals despite short-term fluctuations. He disdains market distractions like meme stocks and advocates for gold miners due to their low valuation relative to historical standards. Talking Points From This Episode Doug Casey advocates for relocation to South America due to political instability and potential food security. He criticizes U.S. politics, particularly Kamala Harris, and predicts economic downturn and societal rebuilding. Casey advises individual preparedness, learning new skills, acquiring gold and silver, and investing in markets. Time Stamp References:0:00 - Introduction1:01 - Politics & Perspectives3:55 - Plan B & Safe Countries10:09 - Feel of South America14:44 - Elections & Kamala?16:30 - Positivity & Trump?17:28 - Power & Deep State?20:35 - The Greater Depression24:19 - Migratory Invasion26:20 - Agendas & Migration27:30 - Financial Bubbles & Debt29:40 - Fight and/or Flight?31:20 - Election & The Dollar34:15 - Gold Bull Markets?37:03 - Debt & Depression39:30 - Gold Bull Markets41:48 - Knowledge & Trust42:33 - Government Dependence43:39 - Novels & Wrap Up Doug Casey:YouTube: https://www.youtube.com/channel/UCEJR3OAeHBNz7aGtFRZXArQDoug Casey's Take: https://internationalman.com/Amazon Novels: https://tinyurl.com/an3uxhc Best-selling author, world-renowned speculator, and libertarian philosopher Doug Casey has garnered a well-earned reputation for his erudite (and often controversial) insights into politics, economics, and investment markets. Doug is widely respected as one of the preeminent authorities on "rational speculation," especially in the high-potential natural resource sector. Doug's most recent book, "Assassin," can be found on Amazon. He has been a featured guest on hundreds of radio and TV shows, including David Letterman, Merv Griffin, Charlie Rose, Phil Donahue, Regis Philbin, Maury Povich, NBC News, and CNN; has been the topic of numerous features in periodicals such as Time, Forbes, People, and the Washington Post. Doug has lived in 10 countries and visited over 175. Today you're most likely to find him at La Estancia de Cafayate (Casey's Gulch), an oasis tucked away in the high red mountains outside Salta, Argentina. Ivor Cummins:X: https://x.com/FatEmperorWebsite: https://thefatemperor.com/YouTube: https://www.youtube.com/@IvorCumminsScience Ivor Cummins BE(Chem) CEng MIEI completed a Biochemical Engineering degree in 1990.

In this episode of the Canadian Investor Podcast, we start by discussing the 50 bps rate cut by the Bank of Canada last week. We go over our key takeaways from the press conference. Simon and Dan also discuss the implications of the BoC rate cut, rising bond yields and pressures on the Canadian dollar.  In the earnings roundup, we examine Rogers Communications, where flat revenues and shrinking ARPUs reflect mounting competition, despite modest wireless growth. With high debt levels from recent acquisitions, Rogers faces challenges managing capital, but solid free cash flow keeps its dividend payout sustainable. We then turn to Newmont and go over why the stock went down 15% after its most recent earnings release. We finish with Canadian National Railway's quarter, with revenue growth driven by long-haul grain exports, though struggles in petroleum, auto shipments, and lumber reflect broader economic headwinds.  Tickers of stocks discussed: UBIL-U.TO, CBIL.TO, CNR.TO, NGT.TO, RCI-B.TO 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 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.

A barrage of earnings reports this week reveals companies are beating lowered expectations, and revenue is down. McDonald's foot traffic is off (and interesting economic barometer); the story is surely unfolding of an economy that is slowing down. What do markets sell signals tell us? There are two ways for markets to correct: Consolidation, or pull back in prices. Lance rants on the realities of stock buy backs, and a sidebar from Jonathan on coffee habits; How will markets behave if the election is contested? Markets are very long on risk assets ahead of election; paralysis by analysis: Does not have to be "all-or-none." A look at the performance of our "all-weather" portfolio, and our bond strategies moving forward. A discussion on Gold, Gold Miners, and other commodities: Very economically sensitive and volatile. What if the economy collapses and we don't go back on Gold standard? It's all about balance (Remember the Hunt Brothers' silver fiasco). What to do about solicitation to "lock-in higher yields" in Bond accounts: Understanding high yield = junk bonds, generally NOT investment-grade. SEG-1: Earnings Are Beating Lowered Expectations (yay) SEG-2: The Ugly Reality of Stock Buy Backs SEG-3: The All-Weather Portfolio & Bond Strategy Moving Forward SEG-4: Commodities' Economic Sensitivity & Volatility Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=IAyGMHtuS0Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s ------- Articles mentioned in this report: "Key Market Indicators for November 2024" https://realinvestmentadvice.com/key-market-indicators-for-november-2024/ ------- The latest installment of our new feature, Before the Bell, "Why Sell Signals Don't Mean Correction" is here: https://www.youtube.com/watch?v=pjPmDHAR4Nw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Streaks Of Bullish Wins Are Not Sustainable" https://www.youtube.com/watch?v=s0tzSR8uqpU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SellSignals #MarketCorrection #MarketConsolidation #MarketIndicators #EconomicOutlook2024 #StockMarketForecast #FinancialTrends #FedPolicyUpdate #BullishRally #MarketCorrection #InvestorCaution #StockMarketTrends #MarketSustainability #2024Election #DonaldTrump #KamalaHarris #TreasuryBonds #MagSeven #StockMarketOutlook #MarketCorrection #InvestorSentiment #Recession #MarketRallyEnd #Q3Earnings #MarketOutlook2024 #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing

A barrage of earnings reports this week reveals companies are beating lowered expectations, and revenue is down. McDonald's foot traffic is off (and interesting economic barometer); the story is surely unfolding of an economy that is slowing down. What do markets sell signals tell us? There are two ways for markets to correct: Consolidation, or pull back in prices. Lance rants on the realities of stock buy backs, and a sidebar from Jonathan on coffee habits; How will markets behave if the election is contested? Markets are very long on risk assets ahead of election; paralysis by analysis: Does not have to be "all-or-none." A look at the performance of our "all-weather" portfolio, and our bond strategies moving forward. A discussion on Gold, Gold Miners, and other commodities: Very economically sensitive and volatile. What if the economy collapses and we don't go back on Gold standard? It's all about balance (Remember the Hunt Brothers' silver fiasco). What to do about solicitation to "lock-in higher yields" in Bond accounts: Understanding high yield = junk bonds, generally NOT investment-grade. SEG-1: Earnings Are Beating Lowered Expectations (yay) SEG-2: The Ugly Reality of Stock Buy Backs SEG-3: The All-Weather Portfolio & Bond Strategy Moving Forward SEG-4: Commodities' Economic Sensitivity & Volatility Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=IAyGMHtuS0Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s ------- Articles mentioned in this report: "Key Market Indicators for November 2024" https://realinvestmentadvice.com/key-market-indicators-for-november-2024/ ------- The latest installment of our new feature, Before the Bell, "Why Sell Signals Don't Mean Correction" is here:  https://www.youtube.com/watch?v=pjPmDHAR4Nw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Streaks Of Bullish Wins Are Not Sustainable" https://www.youtube.com/watch?v=s0tzSR8uqpU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SellSignals #MarketCorrection #MarketConsolidation #MarketIndicators #EconomicOutlook2024 #StockMarketForecast #FinancialTrends #FedPolicyUpdate #BullishRally #MarketCorrection #InvestorCaution #StockMarketTrends #MarketSustainability #2024Election #DonaldTrump #KamalaHarris #TreasuryBonds #MagSeven #StockMarketOutlook #MarketCorrection #InvestorSentiment #Recession #MarketRallyEnd #Q3Earnings #MarketOutlook2024  #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing

In this interview with Juerg Kiener, CIO of Swiss Asia Capital, we discuss the current state of the global economy, the role of gold as an inflation hedge, and the ongoing geopolitical and economic challenges. Juerg shares insights into how war cycles, government spending, and inflationary pressures are impacting gold prices and commodities. We also explore the strategic role of BRICS nations in shaping the future of gold, and why the West should pay closer attention to accumulating precious metals. Viewers can expect a detailed analysis of global markets and gold's potential trajectory in the years ahead. #gold #war #BRICS ------------ Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------

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.

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

With a Fed triggering a rate cut cycle, we've brought together experts across the industry to discuss the most important topics in precious metals! This roundtable wouldn't be possible without the support of our fantastic partners: Goehring & Rozencwajg Associates, Blokland Smart Multi-Asset Fund, West Red Lake Gold Mines and Grizzle Research & Quant. Topics: 0:00 Intro 2:03 Valuing Gold: A Historical Context 5:53 Gold Demand: Emerging Markets vs. Developed Markets 8:34 Gold Miners vs. Physical Gold 14:40 The Golden Age for Scarce Assets 19:21 The Value of Gold as a Diversifier 22:42 Gold vs. Silver in a Portfolio Context 24:38 The Structural Decline of Europe 27:37 The Outlook for Scarce Assets 31:09 The Drivers of the Gold/Silver Ratio 32:17 Renewable Energy Demand for Silver 33:32 The Scarcity of Quality Silver Assets 35:05 What Drivers Underpin a Valuable Silver Mine 37:11 Silver Miners: Historical Drivers for Valuation Rerating 39:02 Silver & Gold Miners: M&A Cycle 41:02 Tier 1 Silver Development: Panuco Silver-Gold Project 43:24 High Grade Silver: Santa Ana Silver - Gold Project 45:43 Key Advantages of Investing in Gold Mining Projects within Canada 47:18 The Value of Having a Permitted Mine on the Cusp of Production 48:41 The Prolific Gold Mining History of Red Lake 49:52 The Importance of the Golden Runway for Investors 51:17 The Madsen Mine in the Sweet Spot of the Golden Runway 53:30 High Grade Gold in West Africa 56:06 Scandinavian Gold Exploration 57:22 Cote d'Ivoire: Underexplored vs Prolific Gold Neighbors 59:40 Open Greenstone Belt: Gold Mining Prospectivity in Sweden 1:01:35 Partnering with a Global Infrastructure Giant: Mota-Engil 1:04:58 Having a Gold Mining Titan in Your Corner: Agnico-Eagle 1:07:44 Kobo's Exceptional Assay Results & Fall Drilling Campaign 1:12:30 The Path Ahead for First Nordic's Flagship Barsele Gold Project LEAD PARTNERS: Goehring & Rozencwajg Associates: https://www.gorozen.com/ Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/ West Red Lake Gold Mines: https://westredlakegold.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ COMPANIES: West Red Lake Gold Mines (TSXV:WRLG): https://westredlakegold.com/ Vizsla Silver (TSXV:VZLA): https://vizslasilvercorp.com/ Kobo Resources (TSXV:KRI): https://www.koboresources.com/ First Nordic Metals (TSXV:FNM): https://fnmetals.com/ Outcrop Silver (TSXV:OCG): https://outcropsilver.com/

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comThere are just a handful of tickets left for my “lecture with funny bits” at the Museum of Comedy on October 10th - October 9th got cancelled - events beyond our control, sorry. This is a super interesting show, even though I say so myself. If you are free, I really recommend it.Some charts have been doing the rounds this week, and I wanted to take a look at them today, as a couple of you have been asking about them.The first is this one, which shows that, relative to stocks, commodities are as cheap as they have ever been.I have little doubt that there will be another bull market in commodities, that it will come when people are least expecting it, and that, when it does come, it will blow everyone's minds, just as previous commodity supercycles have done.But here's the thing: we have got better at producing commodities. Modern farming methods mean we can produce more grains and softs at cheaper prices than ever before. Yes, sometimes there are events beyond human control that get in the way—bad weather being the most obvious example—but the broader trend will always be towards lower prices (especially if you use ratios and thereby strip out the fiat factor).But these are the commodities that we grow. What about fossil fuels and metals, which are finite resources? We've long since taken the easy stuff.Well, yes. But the same logic still applies. Modern mining means we can now explore far-flung corners of the earth and economically produce from much lower-grade rock. The same applies to fossil fuels. Fracking is an example. This new technology meant that previously uneconomic deposits became economic. The result was a glut of supply and lower prices.So, while I do not doubt that commodities will have their day, I also look at the chart above and see no reason why they can't get cheaper still. The trend of the last two or three years is lower. That ratio could quite easily go back and retest its 2020 lows. It could go even lower.There is a lot of value to be had from ratio charts, but you also have to factor in basic stuff like improved productivity. However, there are other factors too. Many think we are heading towards some huge international conflict. If so, international trade will suffer, countries will start stockpiling, and commodity prices will quickly revert to 1973-4/1999/2008 levels.Are you buying gold to protect yourself in these uncertain times? Let me recommend The Pure Gold Company. Premiums are low, quality of service is high and you deal with a human being who knows their stuff.Here's another ratio that is doing the rounds: gold miners versus goldNow this one is pretty compelling. Time to pile in to gold miners? Let's see. and let's also check in on the miners we own.

Tom welcomes back Bob Moriarty to engage in a discussion about global conflicts and their potential impact on world affairs. Moriarty raises concerns over the United States' involvement in Ukraine and Israel, as well as the possibility of China invading Taiwan. He emphasizes the critical nature of these events and expresses his belief in the imminence of such conflicts, which could involve multiple nations. Moriarty questions America's preparedness for war on multiple fronts and criticizes its past military interventions. Additionally, he discusses the importance of intelligence reports and geopolitical factors shaping world events. The conversation touches upon the upcoming US election, with both individuals expressing concern over potential chaos and uncertainty surrounding it. Moriarty advocates for owning gold as an insurance policy against economic instability. Moriarty discusses investing in gold and mining stocks, focusing on the historical premium of platinum over gold, volatility of silver, and potential opportunities in junior silver miners. Time Stamp References:0:00 - Introduction0:56 - Risks & Coming Volatility4:40 - Conflicts & Reports10:10 - China, Taiwan, & Logistics13:35 - Elections & Conflict Risks17:55 - Crises & Many Black Swans21:40 - Totalitarian Moves24:01 - Implications for Gold25:40 - Mining Equities & Value28:10 - Miners During Rate Cuts29:49 - Fundamentals Vs. FOMO32:04 - Inflation Waves & Cash?35:38 - Commodities Undervalued36:52 - The Chart39:20 - Finding Great Miners41:57 - Silver & Returns45:14 - Why Platinum?49:14 - Be Prudent & Prepared50:33 - Wrap Up Talking Points From This Episode Moriarty voices concerns over U.S. involvement in Ukraine, Israel, and China's potential invasion of Taiwan. He emphasizes the importance of being prepared for multiple front wars and criticizes past U.S. military interventions. Moriarty advocates for owning gold as an economic stability insurance and discusses investing opportunities in gold and mining stocks. Guest Links:Website: http://www.321gold.comWebsite: http://www.321energy.comBooks on Amazon: https://www.amazon.com/Robert-Moriarty/e/B01A9I4TJU?ref=sr_ntt_srch_lnk_3&qid=1599932580&sr=8-3 Bob Moriarty founded 321gold.com with his late wife, Barbara Moriarty, more than 16 years ago. They later added 321energy.com to cover oil, natural gas, gasoline, coal, solar, wind, and nuclear energy. Both sites feature articles, editorial opinions, pricing figures, and updates on both sectors' current events. Previously, Moriarty was a Marine F-4B and O-1 pilot, with more than 832 missions in Vietnam. He holds fourteen international aviation records.

Imaru Casanova, Portfolio Manager, Gold and Precious Metals at VanEck, joins to share her views on how to value gold stocks such as gold miners and gold royalty companies. Casanova argues that with the recent run up in gold, gold stocks could be undervalued and are poised to deliver strong results and returns. This interview is a Fireside Chat and paid sponsorship on behalf of the VanEck Associates Corporation. __ Follow VanEck on Twitter https://x.com/vaneck_us Imaru Casanova on VanEck website: https://www.vaneck.com.au/news-and-insights/thought-leaders/imaru-casanova/ Casanova's latest piece on Gold Miners: https://www.vaneck.com/us/en/blogs/gold-investing/ima-casanova-miners-margins-grow-as-gold-soars-to-fresh-highs/ Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (00:24) The New Bull Market In Gold (06:32) Investing In Gold Companies (09:14) How To Value A Gold Company (16:38) Cash Flow vs. Earnings? (19:25) Gold Miners Are ~20% Discounted Relative To Gold Prices (22:51) Specific Gold Mining Stocks (25:36) Managing Jurisdictional Risk (36:54) Thinking About Depreciation (40:04) Common Mistakes When Analyzing Gold Companies (44:38) Gold Royalty Companies (52:06) Greenfield vs. Brownfield Projects (58:32) Closing Thoughts on Gold Miners __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Tom welcomes back Nick Giambruno, founder of The Financial Underground and editor-in-chief of its premium investment research publication. Nick criticizes central planning and the Fed's role in managing inflation, arguing that central banks, cannot effectively manage interest rates due to their antithesis to free markets. Giambruno deemed the steepest rate-hiking cycle by the Fed to combat decades-high inflation futile because raising rates to a level impacting inflation would bankrupt the US government. He considers claims of victory over inflation propaganda, as essential prices like electricity bills and food hadn't reached pre-pandemic levels. Nick touches on the potential politicization of Federal Reserve monetary policy ahead of elections and the influence of politics on its actions. The discussion covers escalating debt and interest expenses, now the largest federal budget item, trapping the United States in a cycle of currency debasement. Giambruno advises investing in hard assets like gold and precious metals as a long-term savings vehicle, and suggests considering gold mining stocks to speculate on fiat currency debasement. He favors royalty companies over individual mining stocks due to reduced risk. The potential impact of the BRICS creating their own trading currency on the US dollar and the changing global order was discussed, suggesting a developing multipolar world where other countries take larger roles. Giambruno believs we are in a chaotic period, likening it to historical periods of power division, and advises individuals to consider alternatives like Latin America as a potential refuge. Time Stamp References:0:00 - Introduction0:47 - Fed & Economic State5:00 - Politics, Inflation & CPI8:55 - Debt, Interest, & Debasement10:34 - Dollar Collapse Endgame18:11 - Asset Alternatives19:45 - Gold Miners & Rate Cuts21:12 - Commodities in General22:40 - Miners & Royalties24:25 - Lack of Understanding29:14 - Short Term Gambling31:25 - BRICS Trend & Conflict35:18 - Historic Parallels37:23 - Have a Backup Plan39:20 - West Political Shift?41:00 - Wrap Up Talking Points From This Episode Central banks, including the Fed, cannot effectively manage interest rates due to their being the antithesis of free markets. Investing in hard assets like gold and precious metals is advised as a long-term savings vehicle. The interview touched on potential politicization of Federal Reserve monetary policy and the influence of political considerations on its actions. Guest Links:Website: https://financialunderground.comTwitter: https://twitter.com/NickGiambrunoWebsite: https://nickgiambruno.com Nick Giambruno is a renowned speculator and international investor. He's the Founder of The Financial Underground and Editor-in-Chief of its premium investment research publication Contra Speculator. Nick travels the world searching for lucrative investment opportunities in overlooked markets. Nick specializes in identifying Big Picture geopolitical and economic trends ahead of the crowd. His approach to investing also focuses on profiting from distortions in the market. This includes identifying unfounded pessimism in beaten-up industries, which creates opportunities for enormous gains. He writes about geopolitics, value investing in crisis markets, Bitcoin, international banking, second passports, international diversification, and surviving a financial collapse, among other topics. Nick has traveled to over 60 countries and lived in six of them. He formerly worked in the Middle East with a Dubai-based investment bank. He has been featured in The Economist, Forbes, Zero Hedge, Seeking Alpha, The Herald of Zimbabwe, The Keiser Report, MoneyWeek, Casey Research, International Man, The Crux, Gold Newsletter, The Jet Setter Show, Lew Rockwell.com, The Tom Woods Show, International Living Magazine, Wall St for Main St, Emerging and Frontier Markets Investing, AntiWar.com,

Tom welcomes Garrett Goggin, a seasoned financial analyst with expertise in trading and a strong emphasis on alternative assets like gold and silver. Goggin expresses his views on the current economic climate marked by the U.S. dollar's value erosion due to inflation and escalating debt. He regards gold and silver as reliable stores of value for future decades. Goggin further explores the significance of the yield curve inversion, which he believes signals an impending recession and market correction. In past instances, gold has doubled in value following a yield curve inversion and a subsequent recession. He anticipates that this trend will continue, possibly leading to another gold price doubling. Institutions are predicted to invest in the gold sector as its performance continues to improve. The conversation touches on the gold market's current dynamics, including the growing interest from investors that is not reflected in GLD shares outstanding but is visible in the growth of silver miners. The demand for silver exceeds production and existing stocks, potentially leading to a deficit and an escalating price surge. Central banks' role in gold prices and their correlation with rate cuts during economic downturns are also discussed. Goggin predicts that as inflation persists and economies decelerate, gold will remain a valuable hedge against economic turmoil. Garrett shares his philosophy for constructing a portfolio in gold and silver, focusing on analyzing companies rather than historical ratios or charts, emphasizing the significance of high-grade deposits and competent management. He advocates investing in inflation protection machines like royalties due to their fixed costs, minimal management, and potential for exploration success without being impacted by cost inflation. Smaller explorers and developers that can generate significant value through successful drill holes are also suggested. The conversation delves into the characteristics of mining companies that make them attractive takeover targets, with a focus on high-grade projects, low cost operations, and cash generation. Royalties are highlighted for their exploration upside and potential to significantly increase shareholder value over time. Timestamp References:0:00 - Introduction0:50 - Background & Alt Assets2:05 - Market/Economy Overview3:44 - Recession & Market Crash4:50 - Gold Thoughts & Momentum9:13 - Inflation Outlook10:57 - Gold During Rate Cuts11:36 - Silvers Performance?16:17 - Portfolio Balance19:57 - Qualities in Miners25:14 - Upsides to Royalties?30:02 - Takeover Targets31:52 - Royalty Structures34:45 - Technology & Mining39:43 - A Gold Top Looks Like?43:00 - Wrap Up Guest Links:Website: https://Goldenportfolio.comX: https://x.com/GarrettGoggin Garrett Goggin's career began in 1995 at the New York Stock Exchange, where he filled orders amidst the specialist booths. The NYSE was the economic heartbeat, its vibrant atmosphere pulsing with price adjustments following breaking news. Post-NYSE, Goggin joined a derivative arbitrage firm based in the UK and Ireland, marking his introduction to this niche trading strategy. However, his fascination lay in gold, silver, and commodities. In contrast to the unpredictability of longer-term investments, these markets offered a sense of control. Goggin's conviction was that mastery of commodity markets wasn't contingent on luck but knowledge. His quest for gold and silver took him across continents, visiting numerous mines and conversing with their overseers. For over fifteen years, he partnered with esteemed research entities Gold Stock Analyst and Stansberry Research, serving as a precious metals analyst. A respected figure at prestigious gold conferences such as the Prospectors & Developers Association of Canada's (PDAC) Toronto event and Denver Gold Show Europe in Zurich, Goggin is a preferred resource for leading gold and silver developers due to his insightful research. ...

Trevor and Craig Hempke discuss the current state of the precious metals market. They talk about the extreme volatility experienced recently and the role of central bank interventions in keeping the market stable. They also discuss the performance of gold producers and the impact of elevated gold prices on their financials. The conversation touches on the importance of choosing the right companies to invest in and the potential for growth in the mining sector. They also discuss the role of M&A activity in attracting investors to the sector. The conversation concludes with a discussion on the factors influencing gold prices and the potential for a breakout.

Thomas Winmill, manager of the Midas Fund, says that gold historically has a quick bounce after the first cut in a rate-cutting cycle, and he expects to see that gain in gold stocks — a fast uptick and then strong results lasting at least a year — whenever the Federal Reserve moves next. Winmill says that the market can keep climbing the wall of worry for a little while, but he expects struggles once current momentum fades. Leo Leydon, president of Financial Focus Advisory Services, says the technical indicators are suggesting that the Standard and Poor's 500 can hit 5,600 by the mid-fall, though he warns that there may be a setback all the way down to 4,800 once the uptrend ends. Charles Lewis Sizemore, chief investment officer at Sizemore Capital Management, says that the big discounts investors have seen in closed-end funds will continue, and he likes real estate and term funds as great values for investors to consider now. In the Market Call, Christopher Sargent, portfolio manager at Bradley, Foster & Sargent, makes his debut talking stocks.

Did you know that Brigham Young called people on official church missions to pan for filthy lucre? Come learn about the Gold Mission with Lindsay and Bryan. SHOWNOTES: The Mormon Gold-Mining Mission of 1849 by Eugene Campbell Bancroft's history of Utah Kenneth Owens, Gold Rush Saints: California Mormons and the Great Rush for Riches Kenneth Davies and Lorin Hansen, Mormon Gold - Mormons in the California Gold Rush Contributing to the Development of California and the Monetary Solvency of Early Utah Erwin Gudde, Bigler's Chronicle of the West M. Guy Bishop, Henry William Bigler: Soldier, Gold Miner, Missionary, Chronicler

“There has been a bit of a demographic shift. Guys my age are retiring, and they are not putting a lot of their money to risk as much anymore. Even the flow-through market here…there used to be a lot of doctors, dentists, lawyers that would typically put money in flow-through funds to get the tax advantage. The Canadian government has changed some of those rules and made it a lot harder. So, I think that is part of the disconnect [between the gold price and gold miners' valuations],” says mining sector expert Brian Christie. Listen to this MSE interview for more insights from Mr. Christie. Brian Christie has vast mining sector experience. He began his career as a geologist and saw two mineral discoveries first-hand. Then he traveled the world as a journalist for The Northern Miner. Brian next served as a mining equity analyst for nearly two decades before leading the investor relations team at Agnico Eagle, a leading gold producer. Currently, Brian is on the board of directors for Wallbridge Mining and, since May 2023, is the chairman of Fury Gold Mines (MSE sponsor). 0:00 Introduction 1:30 BHP proposed takeover of Anglo American 2:52 Bullish copper 3:45 Look at smaller-scale copper producers 4:47 Can there be too much M&A? 5:57 Gold executive mistakes at cycle peaks 8:34 Exploration projects: own 100% or seek JV? 10:27 G Mining to buy Reunion Gold 11:25 Demographic shift impacting gold miner valuations 14:21 Must know geology to be successful retail investor? 15:50 Good geology will get rid of bad management? 16:44 “Balance promotion vs facts” 19:17 Naked shorting a problem in Canada? 20:57 Fury Gold upcoming newsflow Sponsor: https://furygoldmines.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Fury Gold Mines is a Mining Stock Education sponsor. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our podcasts or videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

WATCH MY PREVIOUS EPISODE w/ PAUL: Episode 124: https://open.spotify.com/episode/7qQS9zoeh0hbAr25azZOVa?si=1da307b83c2048b3  (***TIMESTAMPS in Description Below) ~ Paul Rosolie is an explorer, author, award-winning wildlife filmmaker, and “real-life Tarzan.” For much of the past 19 years, Paul has lived deep in the Amazon rainforest protecting endangered species and trees from poachers, loggers, and the foreign nations funding them. His 2014 book, “Mother of God” is revered by many among the int'l conservation community (including Jane Goodall) –– and his wildlife work has stretched across 4 continents. EPISODE LINKS: - BUY Guest's Books & Films IN MY AMAZON STORE: https://amzn.to/3RPu952  - Julian Dorey PODCAST MERCH: https://juliandorey.myshopify.com/  - Support our Show on PATREON: https://www.patreon.com/JulianDorey  - Join our DISCORD: https://discord.gg/MDTqCBpe  JULIAN YT CHANNELS: - SUBSCRIBE to Julian Dorey Clips YT: https://www.youtube.com/@juliandoreyclips  - SUBSCRIBE to Julian Dorey Daily YT: https://www.youtube.com/@JulianDoreyDaily  - SUBSCRIBE to Best of JDP: https://www.youtube.com/@bestofJDP  PAUL ROSOLIE LINKS: - INSTAGRAM: https://www.instagram.com/paulrosolie/  - DONATE (JUNGLEKEEPERS): https://www.junglekeepers.com/  ***TIMESTAMPS*** 0:00 - Paul Rosolie's work w/ VETPAW and anti-poaching in Africa; Rhino Horns & Elephant Tusks 11:48 - Shark Fin Black Market; White Rhino vs Hippo; Pablo Escobar's Hippos 21:51 - Paul's dyslexia; Papillon Book 32:46 - Graham Hancock; Amazon “Man Made” Problem; Leaf Cutter Ants; Speed of Rainforest Vine Growth 40:20 - Pine; Paul's wild jungle trip; Talking to giant beetles 50:29 - Wormholes & Dreams; Medicine of Amazon; Monkeys vs Kids study; Elephants vs Humans 1:01:19 - Testing elephant & Medical Intervention; Paul's Elephant Stare down 1:05:49 - India & Elephants; Nature's revenge; Elephant Mourning 1:16:47 - Paul Watson, Sea Shepherd & Saving world's whales; Orcas attacking boats; Dolphins 1:27:41 - The smartest animal in the Amazon jungle; Hawks attacking sloths 1:35:43 - DaSilva & funding Amazon protection 1:40:47 - The Amazon Rainforest's loggers problem; Transamazon highway 1:51:29 - Walking through Amazon Rainforest; How to survive Northeast America; Bot flies eating human skin 2:00:43 - Amazon Jungle Treehouse; Red & Green Macaque Monkeys 2:16:55 - Matt Gutman's Amazon Rainforest Journalism w/ Paul; Capturing Anaconda Snake 2:25:41 - Gold Miners & Land destroyed by Miners; Climbing Trees; Rainforest burning 2:40:43 - Saving Amazon's animals from wildfires; Cartels in Amazon; Gold Miners vs Paul; Gold Power 2:55:41 - Columbus interrogating natives for gold; Making a difference in Amazon 3:09:05 - JJ & Paul's relationships in the Amazon CREDITS: - Hosted & Produced by Julian D. Dorey - Intro & Episode Edited by Alessi Allaman - Episode Live-switched by Chris Antich ~ Get $150 Off The Eight Sleep Pod Pro Mattress / Mattress Cover (USING CODE: “JULIANDOREY”): https://eight-sleep.ioym.net/trendifier Julian's Instagram: https://www.instagram.com/julianddorey ~ Music via Artlist.io ~ Julian Dorey Podcast Episode 192 - Paul Rosolie