Podcasts about gold stocks

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Programming Note: Be sure to watch the Junior Resource Monthly “Mining Boom” webinar if you missed it. Gerardo outlines three junior gold stocks positioned to outperform in this bull market — one of which he believes could return 50x to 100x. He's so confident, he's offering a money-back guarantee if one of them doesn't double in the next 12 months. Replay here: https://bit.ly/3YxjZdAThe free version of the 315th episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - The corruption carousel spins again: Wells Fargo execs reduce an $8.5M fine to $150K by donating $1M to Trump's inauguration. GDP prints negative (-0.3%) yet markets cheer for rate cuts. Bond market tightens. Powell loses credibility. ICE raids hit the wrong homes. A Ukrainian rare earths deal includes reserves in Russian-occupied territory — pure theater. Market Takes - Gold briefly dips to $3,200 before rebounding strongly. Nick calls $3,000 the new floor. Silver closes above $32. Copper holds near $4.60 despite recession fears. S&P still overpriced. Gold equities remain deeply undervalued. Sector rotation from tech to commodities is underway. Charts suggest 3–10x upside for junior gold stocks if past cycles repeat. Learn more here: https://bit.ly/3YxjZdABizarro Banter - Marjorie Taylor Greene's Palantir trade under scrutiny. Trump family opens a literal bar called Executive Branch. Navarro praised a negative GDP as the “best ever.” Gerardo wonders where the breaking point lies for Americans as insider deals and public pay-for-play schemes go mainstream and compares modern U.S. politics to a clean shirt getting dirtier every day.Premium Portfolio Picks - For paid listeners only. Subscribe here: 0:00 Introduction1:15 Macro Musings: Wells Fargo Favors. Gold Holds. Economy Contracts. 13:23 Market Takes: Begging for Rate Cuts. Gold Stock Valuations. 18:18 Bizarro Banter: Ukraine Minerals Deal. Law & Order28:41 Premium Portfolio Picks: Battery Technology Discussion. Two Lithium Stocks. Two Juniors Drilling Now. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/3GHvwAUPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. You can do that here: https://bit.ly/3GHvwAU2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

More pain for the major banks as share prices continued to fall today, meanwhile skype connects it's last callers.See omnystudio.com/listener for privacy information.

Gary Tanashian  reviews Gold and gold stock fundamentals, the status of Silver, and the trajectory of bond yields and the stock market.0:00 Intro1:10 Gold & Gold Stock Fundamentals2:00 Similarities & Differences to 2001-20037:35 Relationship b/w Gold & Gold Stock Fundamentals9:30 Silver as an Indicator11:45 Bond Yields18:45 Stock Market22:25 Gold Technical Outlook24:55 Silver Technical Outlook28:05 Gary's Work

Compass, episode 13Our previous interview: https://www.cruxinvestor.com/posts/why-smart-money-is-chasing-mining-royalty-companies-7032Recording date: 28th April 2025The investment landscape has settled into a period of relative calm following an eventful first quarter marked by new tariff policies from the Trump administration. Markets currently appear to be in a holding pattern, waiting for the next significant catalyst, according to recent discussions between Samuel Pelaez and Derek Macpherson of Olive Resource Capital.This temporary market lull provides an opportunity for investors to reassess positioning, particularly in the gold sector, which is demonstrating remarkable strength. Q1 reporting reveals impressive performance from leading gold producers, with Agnico Eagle generating $6.7 million in daily free cash flow during Q1 at an average gold price of $2,900. With gold now trading around $3,400, daily free cash flow could potentially exceed $10 million, showcasing the significant operating leverage gold producers have to metal prices.The fundamentals driving gold stocks are increasingly attractive to professional investors. Agnico Eagle posted year-over-year revenue growth of 36% in Q1, outpacing even successful tech companies that typically grow at around 20% annually. Despite this strong performance, valuations remain compelling, with Agnico Eagle estimated to be trading at a free cash flow multiple of 10-15 times.Generalist investors are beginning to take notice, with Newmont ranking as the third-best performing stock in the S&P 500 year-to-date, up approximately 45%. This investment cycle typically begins with generalists purchasing large-cap gold producers, followed by capital flowing to mid-caps, developers, and eventually explorers – a pattern that appears to be in its early to middle stages currently.Several macroeconomic factors continue to support gold, including upcoming debt ceiling negotiations and budget discussions in Congress, which could drive market volatility in the coming months. Additionally, the U.S. dollar, described as "significantly oversold," may experience a temporary rebound that could create short-term volatility in gold prices, potentially offering buying opportunities.Olive Resource Capital maintains approximately 50% of its assets in gold and platinum group metals (PGMs), focusing on highest-conviction names. The company also sees potential in PGMs, which are currently out of favor but face fundamental supply constraints with production dominated by South Africa and Russia.With ongoing fiscal challenges, potential monetary policy adjustments, and geopolitical uncertainties likely to persist through 2025, the fundamental case for gold as both a portfolio diversifier and growth opportunity remains compelling. Investors who can look beyond short-term price movements to focus on quality assets and management teams are well-positioned to benefit from this developing investment cycle.Sign up for Crux Investor: https://cruxinvestor.com

Analyst Jayant Bhandari explains why investor paranoia is holding down junior gold stock prices, in this MSE episode. He explains why, unlike most junior resource investors, he does not care about the Lassonde Curve. Jayant explains why the Canadian markets should ban warrants and explains how he thinks junior miners should finance themselves in a manner equitable to their shareholders. Furthermore, he shares two junior mining arbitrage opportunities he is currently capitalizing on. Jayant Bhandari of Anarcho Capital, is constantly traveling the world to look for investment opportunities, particularly in the natural resource sector. He advises institutional investors about his finds. He was a Director on the board of Gold Canyon, a publicly-listed Canadian company, until its merger with another entity. Earlier, he worked for six years with US Global Investors (San Antonio, Texas), a boutique natural resource investment firm, and for one year with Casey Research. Before emigrating from India, he started and ran Indian subsidiary operations of two European companies. Jayant runs a yearly philosophy seminar in Vancouver entitled, “Capitalism & Morality.” 0:00 Intro 1:03 Gold 3:14 Bottom-up approach 6:28 Investor activism 11:17 Constructive vs confrontational 14:22 “I don't care about the Lassonde Curve” 17:12 Ban warrants 22:46 Rights Offering 25:30 Mismanagement & investor paranoia 28:31 Project generation 35:04 Junior's progression pace 37:36 Two stock picks 40:11 Capitalism and Morality https://jayantbhandari.com/capitalism-morality/ Coupon Code for 10% off: MSE25 Junior Stock Review: https://www.juniorstockreview.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/

Michael Belkin, a long-time market strategist and editor of the Belkin Report and Belkin Gold Stock Forecast, joins us for an in-depth conversation on why gold and gold stocks may be the last assets standing in an increasingly volatile and overvalued global market.   In this interview, Michael shares his evolving thesis since our last discussion in February, highlighting a parabolic move in gold, growing central bank demand, and how the supposed “most crowded trade”, as labeled in the recent Bank of America Global Fund Managers Survey, is still largely under-owned by institutional investors.   Key Topics Discussed: Why the "crowded trade" label on gold may be misleading - and actually bullish. How central banks are steadily de-dollarizing and reallocating into gold. The disconnect between rising gold prices and underperforming gold equities. Top stock picks: Newmont (NEM), Kinross (KGC), Iamgold (IAG), Harmony Gold (HMY), and B2Gold (BTG). Michael's silver favorites: First Majestic (AG) and Endeavour Silver (EXK). Whether generalist fund managers will be forced into large-cap gold stocks as earnings surge. A bleak outlook for global equities, AI bubble stocks like Nvidia, and international markets like the DAX and China's FXI. Why gold equities may diverge positively from the broader market even in a downturn. Gold Stock Forecasts are available at: BGSF  Discount Coupons are available upon request for KER listeners. Contact Marc at marcb@hyperpyron.com.

Pro Investor David Erfle describes how western investors have finally rediscovered gold and gold stocks. He shares why silver may be a good reversion-to-mean trade right now. Dave explains how some junior gold stock speculators have capitulated and sold due to the recent volatility. He shares his observation regarding recent junior gold stock sentiment and teaches what he is currently looking for in a PEA-stage gold developer. 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 0:31 Gold and Silver 5:35 Asians sell gold jewelry 6:28 Trump vs Powell 8:46 Gold exploreCos 10:24 PEA-stage developers 11:45 Selling in a gold bull market 13:21 “Be right, sit tight” 14:13 Resolution Copper 16:05 Junior gold stock capitulation 18:58 JMJ sentiment indicator 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/

Gary Tanashian reviews Gold and gold stock fundamentals, the status of Silver, and the trajectory of bond yields and the stock market.0:00 Intro1:10 Gold & Gold Stock Fundamentals2:00 Similarities & Differences to 2001-20037:35 Relationship b/w Gold & Gold Stock Fundamentals9:30 Silver as an Indicator11:45 Bond Yields18:45 Stock Market22:25 Gold Technical Outlook24:55 Silver Technical Outlook28:05 Gary's Work» 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

Amy Arnott, Morningstar Inc. portfolio strategist, discusses which investments have performed best and worst in past recessions. Gold prices are rising during the current market volatility. Arnott explains why it might not be the best time to buy the precious metal. Key Takeaways:Why Current Market Volatility May Not Be Ending SoonHow to Keep Yourself Steady During Market VolatilityHow Investors Nearing Retirement Can Avoid Sequence-of-Return Risk During Market VolatilityHow Retirees Can Mitigate Market Volatility Using the Bucket ApproachWhich Asset Classes Have Performed Best and Worst During a Recession?   What Investors Should Keep in Mind Before Going for Buying GoldWhy It's Better to Own Large Companies During an Economic SlowdownWhy Consumer Defensive Stocks Have Been Resilient During Recessions   What Sectors Have Been Hit the Hardest in Past Recessions?Create an Investment Plan and Stick to It During Market Volatility   Read about topics from this episode.  Best Investments to Own During a RecessionMorningstar's Take on Tariffs: Stock Impacts, Portfolio Tips, and MoreWhat We've Learned From 150 Years of Stock Market CrashesA Down-Market Survival Guide for Pre-RetireesA Down-Market Survival Guide for RetireesHow to Use Gold in Your PortfolioHow to Keep Your Cool in a Volatile MarketWhat Do Tariffs and Increased Recession Risk Mean for Banks?What Tariff Volatility Means for the Consumer Defensive SectorWhat Bucket Investors Should Do in Down MarketsIt Feels Different This Time—but It Probably Isn't What to watch from Morningstar. Market Volatility: What Lies Ahead in Trump's Trade WarMarket Volatility: What to Watch in Q2 After Big Swings in Q1Does it Pay to Copy Congress' Stock Trades?Can Healthcare Stocks Keep Outperforming the Market?  Read what our team is writing:Amy ArnottIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to outline why he is tightening up his portfolio by exiting some sectors, holding only the highest conviction sectors and equities, and only really adding to gold and precious metals stocks in this current environment of uncertainty.   We start off discussing how gold continues to attract a global bid, where bonds and the US dollar are really not, because some of the trade barriers mean that people in other countries need less dollars and less dollar-denominated assets. We also find out if Sean sees a recession or even depression is on the horizon in light of the Trump administration economic strategy with tariffs and global trade policies, and how Jerome Powell and the Fed may respond to incoming economic data.  Sean points to several larger banks that have a recession forecasted as a 45%-60% likelihood, and dive into readings from the NY Fed Manufacturing Index, inflation trends, and jobs numbers for other macroeconomic signals.   Shifting over to commodities, we not just how volatile the copper pricing moves have been over the last month, and look ahead to where things may settle out in this economics indicator.  This brings China into the discussion, their potential infrastructure and economic plans, and their recent bans on many critical minerals from flowing into the US.  Sean notes that both uranium and oil are in corrective periods, and the only oil stocks he is holding are those that offer attractive dividends so that he is paid to wait.   This leads into a discussion of which dividend-paying sectors are more safe, like certain utilities, and which ones could see their dividends cut, like higher cost energy companies or hotel stocks. When discussing other sectors Sean feels could offer some refuge from economic contraction and uncertainty, he mentions holding positions in European stocks, bank stocks, some medical stocks, Bitcoin, and cybersecurity stocks. The value plays lead the conversation full-circle back to gold though, where Sean is expecting $4,000 gold by the end of the year.  For this reason he still sees opportunities in the gold stocks that capitalize on these higher prices and also likes the silver stocks at current levels.   Click here to follow along with Sean's work at Weiss Ratings Daily and Wealth Megatrends   Click here to learn more about Resource Trader

In Part II of our in-depth interview with renowned investor Lawrence Lepard, Trey Reik continues the conversation to explore why Larry believes gold stocks are poised for explosive upside, and why a looming sovereign debt crisis will force central banks back into money printing, an event he calls “The Big Print.” In this episode: The mining companies Larry believes could deliver asymmetric returns How he structures his portfolio across producers, developers, and drillers The valuation disconnect between gold prices and mining equities, and the key metrics he uses for valuing them Why silver miners may offer even more leverage and upside than gold miners Larry's take on geopolitical risk, and why he sees overlooked opportunity in regions like Africa Whether rising tariffs could trigger the next global market event Later, Brett Rentmeester of Windrock Wealth joins the conversation to reflect on Larry's interview, offering a portfolio manager's view on the role of physical gold, silver, and Bitcoin in protecting capital in today's fragile macro environment. Brett also discusses why gold miners have lagged the metal itself, and whether that disconnect is about to change. If you missed Part 1, be sure to watch it here: https://youtu.be/_-m1r5Ze7G4 Chapters: 0:24 - Why Betting on One Gold Stock Could Break Your Portfolio 2:48 - The #1 Metric Every Gold Stock Investor Should Know 4:27 - The Goldilocks Zone: Where Miners Really Shine 6:26 - Silver's Secret Weapon and Platinum's Potential 8:33 - Copper, Platinum & Staying in Your Lane 10:06 - Treasure Hunt: Investing Across the Global Map 13:07 - Are Gold Stocks Trying to Tell Us Something? 16:47 - Larry's Ultimate Gold Stock Shopping List 21:22 - Brett Rentmeester's Take on Gold, Bitcoin & Systemic Risk 23:07 - Is Gold's Rally the Start of a Currency Crisis? 26:04 - Bitcoin vs. Gold: Who Wins the Safe Haven Battle? 27:51 - Why Even Conservative Investors Should Own Bitcoin 30:27 - Thoughts on Gold Mining Stocks 34:13 - Are Tariffs the Ticking Time Bomb for Global Markets? Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3FXeluF Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Gold #GoldStocks #Silver #SilverStocks #HardAssets #GoldInvesting #Macro #Bitcoin #SoundMoney #PreciousMetals #GoldMining #SilverMining #LawrenceLepard #TheBigPrint ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

We recap the month of March which should prove to be an important inflection point for Gold & precious metals. 0:00 Intro0:40 Jordan Preamble2:15 Significance of Gold vs. 60/40 Breakout16:30 Inflation-Adjusted Gold Price25:30 S&P 500 vs. Gold Breakdown27:30 Gold Stocks vs. Tech Stocks39:00 Silver44:30 Future News to Anticipate50:40 Subscribe to GoldFix

This week's episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on the outlook for gold stocks. Currie shares his insights on gold and gold equities within the broader macroeconomic landscape and highlights where he sees the most value in the sector. He also offers his perspectives on streaming and royalty companies, as well as opportunities in copper and silver stocks. In this week's Spotlight, Oroco Resource president Ian Graham discusses the company's Santa Tomas copper project in Mexico. To learn more, visit: https://orocoresourcecorp.com/ All this and more with host Adrian Pocobelli. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

In this episode, Doug and his co-host dive into the controversy surrounding the use of the Signal app by top U.S. security officials and discuss the implications of leaked war plans. They analyze the U.S.'s involvement in Yemen, the intricacies of attacking Iran, and the chaotic situation in the Middle East. The conversation also covers the challenges of obtaining reliable news in a digital age, the impact of tariffs on the global economy, and China's evolving stance towards the U.S. The hosts debate about unlocking pension savings in Europe, the threat of capital levies, and the potential privatization of the TSA. Finally, they touch on the rising copper prices and what this could mean for the economy. They wrap up with a look at the future of European migration trends and the ongoing challenges in finding credible information on global events. 00:00 Introduction and Signal App Controversy 01:44 US Military and Yemen Conflict 04:32 Israel and Middle East Tensions 06:10 Signal Chats and War Ethics 18:10 Government Overstaffing and Waste 22:24 Economic Policies and Tariffs 28:01 Mark Carney's Public Comment and Trump's Statements 28:21 Concerns Over the Digital Euro and European Savings 28:52 European Exodus: Where to Go? 31:31 Unlocking Savings: Historical Context and Implications 34:10 Trump's Government Reallocations and Capital Levies 38:19 Epic City: Islamic Property Development in Texas 48:01 Copper Prices and Economic Predictions 51:54 Gold Stocks and Market Outlook 53:00 Conclusion and Farewell

Gold prices are at all-time highs, yet most gold stocks continue to disappoint investors. What's causing this disconnect, and how can you find gold investments that actually deliver? In this insightful interview, Rudi Fronk, CEO of SeaBridge Gold, joins Trey Reik to reveal exactly why major gold mining companies chronically underperform, including repeated capital misallocation, flawed valuations, and risky operational strategies. Learn how SeaBridge strategically avoids these costly industry pitfalls through a unique, low-risk, non-operational business model, disciplined management, and strategic partnerships. Chapters: 1:03 - Legacy Unveiled: 40 Years in Gold 3:41 - The Mining Journey: From Discovery to Production 5:50 - Valuing the Underground: Gauging Ounce Worth 7:09 - Benchmarking: The $50 per Ounce Debate 8:03 - Price Perspectives: Seabridge's Resource Valuation 9:30 - The Emerging Playbook: Key Criteria for New Producers 10:24 - Mapping the Territory: North American Focus 11:45 - Share Count Strategies: Growth vs. Dilution 12:49 - Rethinking the Giants: Negative Survivorship Bias 15:12 - Replacement Realities: The Challenge of Sustaining Ounces 18:14 - Beyond DCF: Embracing Optionality in Valuation 22:22 - Permitting Power: What Does Fully Permitted Mean? 24:28 - Strategic Financing: Spotlight on Key Investments 26:11 - Power Play: Locking in Hydroelectric Advantage 29:14 - 2025 Vision: Charting Corporate Goals 32:57 - Navigating Rights: Tunnel Occupation Disputes 37:51 - Community Engagement: Consultation Challenges 39:44 - Market Dynamics: Deciphering the Share Price Lag 47:46 - Final Thoughts: Summing Up the Investment Thesis We want to hear from you! What would you like to see more of on Wealthion? Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4j9Rb2J Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Gold #GoldStocks #SeaBridgeGold #GoldInvesting #MiningStocks #InvestmentTips #RudiFronk #PreciousMetals #StockMarket #FinancialEducation #KSM #Commodities #Portfolio #Stocks #InvestorInsights #GoldPrice #InvestSmart #Economy #ResourceInvesting #JuniorMining #GoldMining ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Pro Investor David Erfle sees the rotation out of overvalued equities and into undervalued gold stocks happening in real time. He also discusses how he is playing this gold stock bull run, whether Newmont is still the sector bellwether stock, how to apply technical analysis to gold stocks and much more. 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 0:32 Gold stock rotation 2:55 Stagflation 6:15 Gold producer bellwether 8:22 How to play a gold stock bull run 11:59 Gold stock technical analysis 13:50 Defense production act spurs mining? 22:03 Portfolio management rules 25:13 Risking taking during gold bull run? 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/

Gold stock fund manager and Austrian economist Larry Lepard sees $5,000 to $10,000/oz gold in the next several years. He believes gold stocks present an asymmetrical opportunity for investors. Larry shares some gold stock picks. He also explains the thesis of his new book, “The Big Print” and offers a sound money solution in contrast to the current monetary system. Lawrence Lepard runs Equity Management Associates, LLC, an investment partnership which has focused on investing in precious metals since 2008. Prior to EMA, Mr. Lepard spent 25 years as a professional investor and venture capitalist. From 1991 to 2004 he was one of two Managing Partners at Geocapital Partners in New Jersey which managed six venture capital partnerships, the last of which was $250 million. Geocapital was very active in technology, software and computer investing and invested heavily in the internet starting in 1993. Geocapital was the lead investor in Netcom, Inc., the first internet service provider to complete an IPO in 1996. Prior to Geocapital Mr. Lepard spent 7 years as a General Partner at Summit Partners in Boston, MA. Summit is a large venture capital and private equity firm. He was employee number 4, joining 1 year after Summit was launched. Mr. Lepard holds an MBA with Academic Distinction from Harvard Business School and a BA in Economics from Colgate University 0:00 Introduction 0:55 Larry's new book: The Big Print 4:56 Sound money solution 17:02 CBDCs 22:34 Bitcoin price 25:20 Asymmetric speculation 29:57 Learn from the smartest person 41:26 Gold and Company Picks Lawrence's contact info and Twitter handle: llepard@ema2.com https://twitter.com/LawrenceLepard Larry's Newsletter: http://eepurl.com/gOf1dT 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. 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/

Legendary investor Jim Rogers joins me to discuss why he's growing cautious, selling stocks, and increasing his gold and silver holdings. We cover the recent gold price surge, market risks, inflation, and the challenges posed by rising debt. Jim also shares his outlook on the global economy and what investors should watch for in the months ahead.#Gold #Stocks #inflation

Technicals and fundamentals are aligned bullishly for the gold stocks. Fundamentally, cost pressures should remain mild in comparison to Gold's upside potential over the next 12 months at least.» 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

  Welcome to The KE Report Weekend Show!    This weekend show is focused on the precious metals sector, looking at recent M&A deals, trends,...

Welcome to The KE Report Weekend Show!    This weekend show is focused on the precious metals sector, looking at recent M&A deals, trends, and a technical outlook for the metals and equities.   If you enjoy the weekend show please go back through our website (https://www.kereport.com/), Podcast (https://rebrand.ly/KER-Podcast) and YouTube Page (https://www.youtube.com/@theKEReport) to listen to all our market commentary and company interviews. Please subscribe and leave us a review.   Segment 1 & 2 - Matt Geiger, Fund Manager and Managing Partner at MJG Capital kicks off the show by discussing the recent Equinox-Calibre merger, its market reactions, and broader trends in the metals sector. We focus on the implications of mergers and acquisitions (M&A) for investors, with particular emphasis on the gold mining industry. Matt provides insights into the challenges and opportunities presented by M&A, touching on the need for operational synergies, the influence of geographical and management familiarity, and the potential for future M&A activities. Click here to visit the MJG Capital website to learn more about Matt's fund.  Segment 3 & 4 - Richard Postma, AKA Doc, is back to discuss his technical outlook on the gold market, individual metal stocks, and various other markets including the bond and US equity markets. Doc analyzes gold's potential to reach $3,000, the behavior of silver, and offers insights into precious metals equities that he has been buying. Additionally, he shares his perspective on uranium and energy stocks, the implications of rising interest rates in the bond market, and the overall direction of US stocks.

If you haven't done so, don't forget to watch/listen to part I of Jim Grant's interview here: https://youtu.be/LtoCp6Iepqw In Part II of this insightful conversation with Trey Reik, Jim Grant shares his perspectives on the Fed's monetary policy, the state of U.S. public credit, and the evolving role of gold in today's financial markets.

Michael Belkin, Editor of the Belkin Report and Belkin Gold Stock Forecast joins me to discuss the run higher in gold and gold stocks, the role of central banks in driving the gold price, and the opportunities for investment in underperforming gold and silver stocks.    Michael explains his unique forecasting model, which uses time series analysis to predict market movements. He elaborates on his focus areas, which include large-cap gold stocks, as well as emerging opportunities in mid-cap gold and silver stocks.    We also discuss the current lack of attention from big institutional investors toward the gold sector and speculate on what might shift this trend. Despite this, Michael is optimistic about the future and emphasizes the importance of focusing on the stocks that offer the best buying opportunities.   The Belkin Gold Stock Forecasts are available at: BGSF    Discount Coupons are available upon request for KER listeners. Contact Marc at marcb@hyperpyron.com.

Brien Lundin, Editor of the Gold Newsletter and our host at the New Orleans Investment Conference joins us to dive into the dynamics of the gold stock sector, exploring the roles of major, mid-tier, and junior equites.    Brien shares his insights on the current market environment, the impact of consolidation among major miners, and the abundance of promising projects available. We also discuss key factors for evaluating development and exploration plays, including jurisdictions, company strategies, economics, and project potential.   Click here to learn more about the Gold Newsletter.

Could the U.S. be trapped in a Debt Doom Loop? Is reckless government spending and endless money printing pushing the economy toward an unavoidable reckoning? Legendary investor Lawrence Lepard, author of The Big Print, joins Trey Reik to share insights from his new book and explain what's happening, what could come next, and how to protect your wealth. Key Takeaways from This Interview:

  Welcome to The KE Report Weekend Show!    This weekend's show is focused on what's working in the markets and discussing just how high...

Welcome to The KE Report Weekend Show!    This weekend's show is focused on what's working in the markets and discussing just how high gold could go, short and long term! Major tech has lost some leadership but money has rotated into other areas of the market.    On the metals front, gold continues to hit all-time highs, on an almost weekly basis, and the stocks, so far this year, are outperforming.    Please go back through our website (https://www.kereport.com/) and Podcast (https://rebrand.ly/KER-Podcast)  to listen to all our market commentary and company interviews.   We hope you all have a great weekend and let's hope the Superbowl is a great game!    Segment 1 & 2 - Rick Bensignor, President of Bensignor Investment Strategies kicks off the show delving into market trends and metal performance. We discuss the current choppy market conditions, insights on market breadth, tech sector performance, and in-depth analysis of gold and gold equities. Additionally, Rick shares his thoughts on the broader appeal of gold, inflation, and the downtrend of interest in non-MAG 7 large-cap stocks. The conversation also touches on Bitcoin's market behavior and its relationship to equities.  Click here to visit the In The Know Trader website.   Segment 3 & 4 - Jordan Roy-Byrne, CMT, MFTA, Editor of The Daily Gold wraps up the show by discussing his new book, “Gold & Silver - The Greatest Bull Market Has Begun - A Once In A Lifetime Investment Opportunity”. We discuss the main drivers behind the gold price, silver's outlook, and how he sees gold stocks performing over the next 10-15 years.  Click here to visit The Daily Gold website and get access to Jordan's book.    

Dana Lyons, Fund Manager and Editor of The Lyons Share Pro joins us to share his insights on the current state of the U.S. equity markets and the technical outlook on gold and gold stocks, with a focus on the ETF GDX.    Dana shares insights on market trends, including the choppy movements influenced by politics and trade wars, the relative strength of large-cap growth, and the breadth within the tech sector. Additionally, Dana discusses market breadth, the potential for another upleg in the broader indexes, and individual sectors' opportunities.    The discussion also covers the recent performance of precious metals, particularly gold, and the potential levels for GLD. Dana further analyzes the gold and silver equity markets' current standings and offers strategic trading advice.   If you would like to take advantage of the special Dana is running this week please email us or Click here to visit the Lyons Share Pro website.

Antipodes CIO, Jacob Mitchell joins Investment Director, Alison Savas, to discuss Antipodes' portfolio positioning and the outlook for global equities. Jacob also discusses why investors should watch gold stocks in 2025, and challenges that tech giant Apple Inc. (NASDAQ: AAPL) is facing. Key Times: The Trump inauguration: what now for markets? 1:00 Stocks vs bonds: mixed messages? 3:50 The outlook for US equities in 2025: 8:00 Are we on the cusp of a change in global fiscal impulse? 12:30 Can Europe's valuation discount narrow? 17:30 Outlook for Chinese equities: 19:50 AI inflection point and big shifts in Central Bank gold buying: 22:50 The bear case for Apple Inc (NASDAQ: AAPL): 28:30 More about Antipodes Partners: https://antipodes.com/ Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security. 

John Feneck believes the massive gap in valuation between gold and gold mining stocks isn't reflecting reality, and it's an anomaly he is capitalizing on. John breaks down the reasons why the miners haven't been keeping pace, what it will take to close the valuation gap, and the stocks he's investing in to take advantage of bargain prices.Feneck Consulting: https://www.feneckconsulting.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

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

In this week's episode, Cam Currie, Senior Investment Advisor at Canaccord Genuity and founder of Currie Metals and Mining Group, joins Adrian Pocobelli to analyze the performance of gold stocks in 2024 and share his outlook for 2025. Currie dives into the dynamics of investing in metals versus gold equities, the influence of interest rates on the U.S. Dollar, and why BRICS remains a powerful force in the ongoing trend of de-dollarization. All this and more with host Adrian Pocobelli. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

Precious Metals remain in correction mode. We should be on the lookout for a low and potentially a significant low in January. 

Some gold stock indices are showing some very bullish bases that could lead to huge breakouts in 2025. The ETF data reveals gold stocks to be extremely under-owned. 

In this episode of The Ellis Martin Report the following mining companies CEOS join us for conversation:   Goliath Resources' Roger Rosmus (TSX-V:GOT/OTCQB:GOTRF) www.goliathresources.com Lifezone Metals' Chris Showalter (NASDAQ:LZM) www.lifezonemetals.com Empress Royalty's Alexandra Woodyer Sherron (TSX-V:EMPR/OTC:EMPYF) www.empressroyalty.com Goldstorm Metals' Kenneth Konkin (TSX-V:GSTM/OTC:GSTMF) www.goldstormmetals.com Forte Minerals' Patrick Elliott (CSE:CUAU/OTC:FOMNF) www.forteminerals.com Bob Lange www.boblange.com

In this episode of The Ellis Martin Report the following mining companies CEOS join us for conversation: Goliath Resources' Roger Rosmus (TSX-V:GOT/OTCQB:GOTRF) www.goliathresources.com Lifezone Metals' Chris Showalter (NASDAQ:LZM) www.lifezonemetals.com Empress Royalty's Alexandra Woodyer Sherron (TSX-V:EMPR/OTC:EMPYF) Goldstorm Metals' Kenneth Konkin (TSX-V:GSTM/OTC:GSTMF) www.goldstormmetals.com Forte Minerals' Patrick Elliott (CSE:CUAU/OTC:FOMNF) www.forteminerals.com Bob Lange www.boblange.com

Top 10 Gold Stocks to consider for your stock portfolio in 2024. Please support us by downloading the episodes, subscribing, or donating!  YouTube  @storypals   Instagram @Marylinartist  or TikTok @Sneakiesbooks ⁠⁠⁠⁠https://enchantedbooks.godaddysites.com/⁠⁠⁠⁠⁠ :) ⁠⁠⁠⁠⁠https://www.paypal.me/anonymouscontent⁠⁠⁠⁠⁠ :) $$ ⁠⁠⁠⁠⁠https://www.youtube.com/user/Fellinijr/videos⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠https://www.buymeacoffee.com/sneakies⁠⁠⁠⁠⁠⁠  :) Get our awesome story books by Sir Herbert Sneakies at Amazon!   The Locket (Adventures of Milo) picture book is coming soon! "The Santa Chronicles: Grumpy Santa" is like The Nightmare Before Christmas. ⁠⁠⁠https://www.amazon.com/Grumpy-Santa-Sir-Herbert-Sneakies-ebook/dp/B0CFHWDBYR⁠⁠⁠ "Jack the Bear and Golden Hair" - a fairy tale like Snow White & Alice In Wonderland. ⁠⁠⁠⁠⁠https://www.amazon.com/Jack-Bear-Golden-StorytellerUK2017-Adventures-ebook/dp/B010E479GE⁠⁠⁠⁠⁠ "Skip Boots Big Safari Adventure" -  a funny animal book like Jungle Book. ⁠⁠⁠⁠⁠https://www.amazon.com/Skip-Boots-Big-Safari-Adventure/dp/1729091547⁠⁠⁠⁠⁠ * "Adventures of Mooch the Pooch"- a funny dog book like A Dog's Life. ⁠⁠⁠⁠⁠https://www.amazon.com/Mooch-Pooch-Adventures-ebook/dp/B01LR86FK2⁠⁠⁠⁠⁠ "Blueber Goober The Monster In My Closet" -  Casper the Friendly Ghost meets Monsters Inc. ⁠⁠⁠⁠⁠https://www.amazon.com/Blueber-Goober-Monster-My-Closet-ebook/dp/B01LW1VMPQ⁠⁠⁠⁠⁠ Wizard book series by A. A. Banks "Margaret Merlin's Journal: The Battle of the Black Witch"   Book I ~Fans of Harry Potter will love it. ⁠⁠⁠https://www.amazon.com/Margaret-Merlins-Journal-Battle-Black-ebook/dp/B01634G3CK⁠⁠⁠⁠ :) Please support us & buy our books :) :) We appreciate your donations $$$ :) Thank you! NO COPYRIGHT MUSIC, royalty-free music Film Addicts ~podcast with Emmy-winning animation producers by Marylin Hebert. Connect with us: ⁠friendsofsneakies@gmail.com For entertainment purposes only. I am not a licensed broker. No advice. --- Support this podcast: https://podcasters.spotify.com/pod/show/girlmogul/support

In this week's edition of Wealthion's Weekly Market Recap, Andrew Brill highlights key insights from our expert guests: Could hyperinflation be on the horizon? We analyze the warning signs and reveal why gold stocks could be your ultimate hedge. Renowned tax expert Mark J. Kohler unveils the top financial freedom and smart tax strategies for wealth preservation. Geopolitical expert David Woo explains why an Israel-Iran conflict and a Trump victory could actually be bearish for oil. We break down the economic plans of the presidential candidates, analyzing the potential impact of a red vs. blue economy on your investments. Don't miss this crucial market update packed with actionable insights to protect and grow your wealth! Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3CaVF94 Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH 00:00 - Intro 1:00 - David Woo: Why Israel's Iran Strike & A Trump Win Are Bearish for Oil 10:31 - Chris Mancini - Hyperinflation: A Possibility? & Why Gold Stocks Could Outperform 21:05 - Speak Up with Anthony Scaramucci - Michael Binger on Elections, Market Risks & Investing 28:00 - Mark J. Kohler on The Top Financial Freedom and Smart Tax Strategies Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Finance #Economy #Investing #Wealth #InvestmentAdvice #MarketTrends #MarketInsights #MarketRecap #GlobalEconomy #Geopolitics #Markets #BondMarket #Commodities #PreciousMetals #Gold #Silver #RickRule #JimRogers #LarryMcDonald #JaredDillian #Fed #Wealthion ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

As economic risks escalate, gold has become a crucial safe-haven asset for investors fearing inflation and even the potential for hyperinflation. Chris Mancini, mining analyst and associate portfolio manager at Gabelli Funds, a $30 billion asset manager, joins James Connor to discuss why gold could be your hyperinflation lifeline. He explains why gold stocks may deliver alpha and outperform physical gold, detailing the forces driving these trends, from currency concerns to central bank activity. Chris also explores the opportunities and challenges within the gold mining equity space, providing valuable insights for those looking to enhance their investment strategy. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3YGsZgX  Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 2:39 - The Inflationary Effects of Fiscal Stimulus 3:57 - What Is Driving The Bullish Gold Price? 5:19 - Predicting Gold Prices and Market Trends 9:57 - Chri's Assets Under Manage & Investor Interest In Gold 12:41 - Is Inflation Going Away?  15:45 - Central Banks' Continued Gold Purchases Explained 17:32 - Chris' Outlook on Silver. Bullish? 23:34 - Hyperinflation in the U.S.: A Distinct Possibility? 28:31 - Gold Mining Equities: Newmont, Agnico, Barrick, Kinross, Endeavour 42:29 - Making Sense Of This Moment for Gold and the Gold Mining Sector Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Gold #Silver #InflationHedge #Hyperinflation #GoldStocks #PreciousMetals #MiningStocks #CentralBanks #Geopolitics #investing #stocks #Markets #Macro #Inflation Learn more about your ad choices. Visit megaphone.fm/adchoices

  Welcome to The KE Report Weekend Show! This weekend we are sticking to commodities analysis, getting insights on gold, silver, copper, uranium, oil and...

“I've Never Seen Such a Strong Divide between Senior and Junior Gold Stocks” explains fund manager Willem Middelkoop. He also reveals his ideal portfolio allocation. Willem offers commentary on the current gold stock market and the recent changes at Rupert Resources. Furthermore, he discusses bigger macro financial issues such as CBDC's, a Fed pivot and Chinese stimulus. Willem Middelkoop is the chairman of the Commodity Discovery Fund's management team and is ultimately responsible for the fund's investment policy. Willem is one of the pioneers of discovery investing and is the author of seven books on economics and financial markets. 0:00 Intro 1:14 Fed Pivot and Chinese Stimulus 2:05 Too much choice in the market? 6:20 Is money available to the junior miners? 7:35 The Big Reset - "planned reset in conjunction with chaos" 10:50 Cost of living vs. electrification of the world 14:00 CBDC 18:00 Bitcoin vs Gold 20:40 Portfolio Allocation 23:55 Rupert Resources changes 29:50 Canadian Government's block of Zijin's investment into SLS 34:04 CDF's contrarian investments 35:30 What differentiates CDF from the other funds out there? Willem's fund: https://www.cdfund.com/ Willem's Twitter: https://twitter.com/wmiddelkoop 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. 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/

Gold is making new all-time highs in 2024. Should you buy a gold stock? (0:30) - Is Now A Good Time To Invest Into Gold? (4:30) - Top Stocks To Keep On Your Radar Right Now? (26:20) - Episode Roundup: NEM, GOLD, EGO, IAG, RGLD

Gold is making new all-time highs in 2024. Should you buy a gold stock? (0:30) - Is Now A Good Time To Invest Into Gold? (4:30) - Top Stocks To Keep On Your Radar Right Now? (26:20) - Episode Roundup: NEM, GOLD, EGO, IAG, RGLD

Gold is making new all-time highs in 2024. Should you buy a gold stock? (0:30) - Is Now A Good Time To Invest Into Gold? (4:30) - Top Stocks To Keep On Your Radar Right Now? (26:20) - Episode Roundup: NEM, GOLD, EGO, IAG, RGLD