Podcast appearances and mentions of john rubino

Kerry Lutz and John Rubino dive into the global consequences of rising interest rates, warning that mounting government debt—especially in the U.S., Europe, and Japan—is creating a dangerous financial environment. They examine the recent U.S. credit rating downgrades as potential signs of a shift in market psychology and broader economic instability. The conversation explores how high bond yields impact gold and silver investments, the cyclical nature of market dynamics, and the fragile alliance between China and Russia. They also touch on leadership risks, potential civil unrest, and wrap up with a call for simpler, clearer online terms of service agreements. Find John here: https://Rubino.Substack.com Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe Kerry's New Book "The World According to Martin Armstrong" is now available on Amazon. Over 1,200 copies sold—no discounts, just raw truth. Order it here: https://amzn.to/4kuC5p5

John Rubino ( https://rubino.substack.com/ ) returns to break down the global debt death spiral, dollar collapse risk, and why central banks are panic-buying gold. With inflation rising, trust evaporating, and the BRICS bypassing the dollar, Rubino warns: “We've entered the terminal phase.”#gold #dollar #debt ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

John Rubino, [Substack https://rubino.substack.com/ ], joins me for a wide-ranging discussion on gold, the gold equities, silver, the silver equities, macroeconomic factors, and using volatility spreads to smooth out the extreme market moves. We once again reflect on the reasons why gold and the gold stocks have continued to outshine most other market sectors with the backdrop of macroeconomic turbulence and general market volatility.   Over the last few weeks both the US Dollar and bonds have not received a strong market bid, and it showcased gold as the only real safe haven from all the uncertainty in financial assets. John points out the continued bid from central banks under the gold price, and many retail and institutional investors rotating a portion of their capital into precious metals sector as the only  place to hide.  John highlights a recent missive from Jim Rickards postulating that gold has become an asymmetrical bet, where the downside is limited and the upside is potentially unlimited.   We then pivot over to the gold stocks, discussing whether we should have seen more of an increase in gold producers valuations, considering the record high underlying metals prices, and their fattest margins of all time. John points out that it is taking a while for generalists to notice after a few prior years where we saw inflation and inputs costs keeping pace with the increase in gold price.   The conversation spans a number of other topics like, if we'll see in influx of more merger and acquisition deals, royalty company margins, the gold:silver ratio, why he thinks silver will do better than gold over the next 3-5 years, and the increased action in junior explorers like Snowline Gold, Goliath Resources, Hannan Metal, and Sitka gold all up triple digits over the last year or two.    Wrapping up we circle back to macroeconomic and the strong potential for a recession, the Fed waiting to cut interest rates, the shift in focus from generalist investors out of sectors that work working and looking for more safety, and techniques for using options and volatility.   https://rubino.substack.com/

Tom welcomes back John Rubino, Former Wall Street Analyst, Author & Substacker for a discussion on the current economic landscape and its implications for investors. Rubino discusses the end of a credit supercycle, highlighting the risks of hyperinflation, deflation, and stagflation due to global fiat currency systems. He emphasizes the importance of real assets like gold, silver, and energy during potential financial chaos. Rubino also addresses the role of energy prices, particularly oil, in driving inflation or deflation. He suggests that lower oil prices could lead to a short-term deflationary period, followed by inflationary pressures as central banks respond with low interest rates. This creates uncertainty but opportunities for resilient investments. The discussion touches on President Trump's policies, including tariffs and reshoring, which could lead to wage inflation and geopolitical tensions. Rubino warns against the risks of negative interest rates and the potential need for a currency reset, possibly returning to a gold standard. For investors, Rubino recommends focusing on real assets such as precious metals, energy, and farmland. He suggests dollar-cost averaging in gold and silver and cautious investment in mining stocks, particularly mid-tier and explorers with growth potential. Jurisdictional risks, especially in countries like Mexico, are highlighted as critical considerations. Rubino also stresses building personal resilience through community ties, skill development, and owning productive assets. Time Stamp References:0:00 - Introduction0:45 - Framing This Flation3:49 - Oil's Role & Energy Price9:36 - Deflationary Scenarios16:06 - Zero Rates & Q.E.20:35 - Inherited Problems & Trump22:50 - PMs & Tariff Policies27:04 - Oversold Markets29:28 - Gold Fundamentals31:28 - Gold Silver Ratio33:15 - Silver in a Recession?36:20 - Investment Advisors & Metals40:13 - His Focus in Miners45:46 - Take Profit Guidelines48:10 - Mexican Gov't Policy50:53 - Other Opportunities?55:17 - Staying Resilient57:18 - Wrap Up Guest LinksSubstack: https://rubino.substack.comBooks: https://tinyurl.com/5buyvy6v John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops. He founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022, and now publishes on Substack.

Kerry Lutz and John Rubino discussed the recent significant price increases in gold and copper, both reaching all-time highs. John highlighted that gold has outperformed the S&P 500 over the past two decades, while copper's importance is growing due to its role in energy transitions and AI technologies. They noted favorable conditions for mining stocks, which are benefiting from rising metal prices and stable costs. Sandstorm Gold was mentioned as a company positioned for growth, focusing on reducing debt and increasing cash flow from higher sales. The conversation also included a cautionary note about the necessity for major mining companies to pursue mergers and acquisitions to address depleting reserves. The performance of gold, silver, the S&P 500, and tech stocks since 1999 was analyzed, revealing that gold yielded about 9% compared to the S&P 500's 5%. John explained that the liquidity injected into the economy has inflated asset prices, suggesting that some overvalued assets may be due for a crash. Historical trends indicate that tech stocks, after a period of high returns, often experience significant declines. Lutz agreed, emphasizing that even high-quality tech stocks can drop dramatically when overvalued, highlighting the need for caution among investors. John expressed optimism about gold and silver's future performance, advising investors to maintain a diverse portfolio in the mining sector and to consider cashing out during acquisitions. Lutz pointed out the mixed success of major mining companies with acquisitions, often leading to overpayment for assets. The discussion also touched on the broader economic landscape, including unprecedented government debt and spending patterns, with concerns about how this liquidity could impact financial assets, potentially leading to inflation or boosting speculative stocks. The conversation shifted to the pervasive fraud in government funding, particularly through NGOs, and the financial benefits for individuals in the political and expert classes. They critiqued the cycle of dependency and corruption that arises from large sums of money being funneled back into political campaigns. Additionally, they proposed the creation of a museum dedicated to corruption in Washington, D.C., envisioning it as both a serious proposal and a satirical commentary on political issues. The discussion concluded with a focus on the lucrative potential of selling citizenship cards, reflecting a shift in the perception of citizenship as a valuable brand. Find John here: https://rubino.substack.com Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe

In Part II of this eye-opening interview, financial expert John Rubino (https://rubino.substack.com) joins James Connor to reveal why a massive monetary reset isn't just likely, it's inevitable. With debt levels spiraling out of control and markets more dangerously overvalued than during the 2000 tech bubble, Rubino explains why a severe market correction (potentially a 50%-80% crash) is on the horizon.  Learn how and why central banks worldwide are quietly stockpiling gold, positioning themselves for a historic return to a gold-backed monetary system. Could gold prices explode to as much as $20,000 per ounce? Stay tuned until the end of the video for valuable expert commentary from Chris Casey of WindRock Wealth Management, who analyzes John's insights and provides actionable guidance on how investors should navigate these uncertain economic times. If you missed part I of John's insightful interview, go here: https://youtu.be/t6HUOmhTwFc Chapters: 0:36 - Is the Administration Preparing Us for Recession? 4:50 - Echoes of 2000: Is History Repeating Itself? 8:28 - Buy the Dip or Brace for a Crash? 11:05 - The Golden Opportunity: How High Can Gold Go? 18:32 - Will Debt Trigger America's Next Crisis? 20:48 - Why the Economy Seems Healthy… Until It Isn't 22:40 - Could Politics Be Driving a Planned Recession? 23:36 - Debt at $37 Trillion: Is Fiscal Responsibility Dead? 25:02 - How Severe Will the Equity Crash Be? 26:54 - Is Now the Time to Invest in Gold? 27:59 - Portfolio Defense: Where Should Investors Hide? Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4hoDyeM 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 #GoldPrice #GoldInvesting #MonetaryReset #MarketCrash #Recession #PreciousMetals #EconomicCrisis #StockMarket #FinancialReset #JohnRubino ________________________________________________________________________ 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

Geopolitical tensions have reached levels not seen since World War II, but what does that really mean for your money? In part I of this timely and compelling conversation with James Connor, finance expert John Rubino explains the real story behind the Russia-Ukraine war, NATO's uncertain future, and why Europe's financial fragility poses a hidden threat to global stability. In this exclusive interview, you'll learn: • Why the U.S. and NATO's strategy against Russia in Ukraine failed, and what's next. • How Europe's financial instability could trigger a global crisis. • The surprising way global powers (U.S., Russia, China, and Europe) are reshaping a new geopolitical order. • The critical geopolitical shifts that every investor needs to understand now. Don't miss Part II of this interview, coming out tomorrow! We'll discuss investment strategies to protect and grow your wealth in this risky environment. Visit John's Substack here: https://rubino.substack.com Chapters: 00:32 - Checking In: Life in Washington State 01:01 - Is Geopolitical Risk at WWII Levels? 06:04 - America's Shift: Retreat from Global Policing? 09:28 - Ukraine War: Proxy Battle or Genuine Support? 13:01 - Europe's Challenge: NATO Without the US? 16:07 - NATO's Fate: If America Walks Away 19:12 - Warning Signs: Buffett's Moves & Economic Uncertainty 27:32 - Government's Gamble: The Student Loan Crisis 29:21 - Recession Watch: Will 2024 Be the Year? Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4bGkOGi 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 #Russia #NATO #Geopolitics #Europe #Ukraine #WorldOrder #GlobalMarkets #Economy #FinancialNews #JohnRubino ________________________________________________________________________ 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

John Rubino, [Substack https://rubino.substack.com/ ], joins us to reflect on the reasons why gold, silver, and the precious metals stocks have continued to outshine the macroeconomic turbulence and general market volatility.   We start off discussing the strength in the overall precious metals complex, where silver and the PM stocks have followed gold higher in more an overall flight to safety.  John points out that many companies have had positive Q4 earnings reports and wide margins and that is becoming more obvious to generalist investors that scan for outperforming market segments. The conversation then shifts to which ways these gold stocks and silver stocks should attract more investors, by either returning capital to shareholders by way of dividends or share buys back, or if they should focus on growth through acquisitions and merger transactions.  John wants to see smart transactions, and not just growth for growth's sake, but feels the building cash reserves of the mining stocks will become large enough that they feel compelled to go out and purchase more mines and more ounces.   We then wrap up reviewing potential paths forward through all the macroeconomic and geopolitical friction with the Trump administration tariffs, in North America, Europe, and Asia, noting the effects on inflation expectations, the sovereign debt loads, immigration, and global trade. There are a mix of different elements creating uncertainty, and factoring into the further buying of gold by both central banks and global citizens in this current macroeconomic environment.   Click here to visit John's Substack to keep up to date on his market and economic commentary.

Wendy Sellers, The HR Lady, interviews the globally experienced John Rubino, President of Rubino Consulting Services. Having visited over 100 countries and with a rich background in HR and compensation strategy, John shares his expert insights into the intricacies of employee compensation in an evolving 2025 landscape. Explore the complexities of taxing tipped workers and how these changes could impact different income levels. John provides strategic advice for businesses, particularly small enterprises, on implementing effective compensation strategies that truly motivate employees beyond traditional merit increases. Learn about the essential components to consider in a robust total rewards strategy, including the balance between hard financial benefits and soft elements like culture and work-life balance. Discover why understanding metrics and creating a comprehensive approach to rewards can enhance employee retention and satisfaction. Whether you're running a multinational corporation or a small family business, this episode is packed with valuable information to help you navigate the ever-changing world of HR and employee compensation.   Contact info: John A. Rubino, President Rubino Consulting Services https://www.linkedin.com/in/johnarubino/

John Rubino, [Substack https://rubino.substack.com/ ], joins us to break down the fundamental reasons why gold has been continuing to break higher thus far in 2025, and why he expects to see silver, and the junior gold and silver stocks have a compelling catch-up trade.   We start off discussing some of the potential implications of the policies from the new incoming Trump administration, and what it means for inflation, the deficit, consumer spending, tariffs, and global trade.  We also look at how the uncertainty around tariffs, debt, and inflation may play into Fed policy, interest rates, the US dollar, and other global fiat currencies.  There are a mix of elements factoring into the further buying of gold by both central banks and global citizens in the current macroeconomic environment.   Next we shift over to the gold equities, and how some of the larger producers have started to have a solid response and moves higher reflecting the higher underlying precious metals prices, and how this will attract more momentum buyers or those generalists filtering for earnings and revenue growth.  However, we're just starting to enter the phase where the junior gold developers and explorers may start receiving more volume and a bid in the market.   Wrapping up we shift over to the performance of the silver price, the associated fundamental drivers, and the silver stocks. John expects to see the gold:silver ratio up near 90 bring in more buying interest in both silver and the related equities, and he expects this cycle will be no different than past cycles where silver and the silver stocks eventually outperform gold and the gold equities respectively. John outlines why he likes both pure play silver stocks, as well as precious metals stocks with a nice balance of gold and silver; throwing in exposure to copper as another potential commodity that some companies are adding into their asset mix and project portfolios.   Click here to visit John's Substack to keep up to date on his market and economic commentary.

John Rubino outlined the deep state's bipartisan framework, emphasizing the interplay between government roles and think tanks that often leads to ineffective outcomes. He highlighted USAID's covert operations as an extension of the CIA, funding mainstream media and actions that align with U.S. interests abroad. Rubino noted that the Trump administration's significant cuts to USAID's workforce and funding have raised concerns among deep state operatives. He described the administration's strategy of overwhelming the media with multiple controversies, which has resulted in a chaotic political environment that distracts from in-depth coverage of critical issues. Rubino and Kerry Lutz discussed the implications of USAID's funding, suggesting it could evolve into a pro-MAGA initiative while raising concerns about promoting censorship in recipient countries. They highlighted the agency's financial support for relief efforts for illegal immigrants and the ethical dilemmas surrounding the distribution of surplus mRNA vaccines abroad. Their analysis pointed to the complex relationship between foreign aid, political agendas, and governance, emphasizing the need for accountability in how funds are allocated and utilized. The current state of USAID was critiqued as a "gravy train" for political operatives rather than an effective aid organization. Lutz provided examples of substantial funding directed to NGOs, including $8 million to Bill Kristol's organization, and discussed financial mismanagement within government agencies, including potential losses in HUD. Both speakers called for increased scrutiny of government spending practices, particularly regarding the Pentagon's lack of audits, which could reveal significant fraud. Rubino and Lutz examined the volatile political landscape, expressing concerns about the effectiveness of the current administration and the perception of government as a "grift." They discussed the potential for significant political upheaval and the capabilities of the new press secretary in countering mainstream media narratives. The conversation also touched on the gold market, with Rubino attributing its rise to factors like soaring debt and low interest rates, while Lutz speculated on the future of cryptocurrencies and their potential impact on inflation and the financial landscape. Find John's work here: https://rubino.substack.com Find Kerry here: http://financialsurvivalnetwork.com/  and here: https://inflation.cafe

FRIENDS AND ENEMIES John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops and Clean Money: Picking Winners in the Green-Tech Boom. He founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022. John has written for Fidelity Magazine and CFA Magazine, and his blog can be found on Substack at rubino.substack.com. Join us for some QUALITY Bitcoin and economics talk, with a Canadian focus, every Monday at 7 PM EST. From a couple of Canucks who like to talk about how Bitcoin will impact Canada. As always, none of the info is financial advice. Website: ⁠www.CanadianBitcoiners.com ⁠Discord:   / discord   A part of the CBP Media Network: ⁠www.twitter.com/CBPMediaNetwork This show is sponsored by: easyDNS - ⁠⁠www.easydns.com⁠⁠ EasyDNS is the best spot for Anycast DNS, domain name registrations, web and email services. They are fast, reliable and privacy focused. You can even pay for your services with Bitcoin! Apply coupon code 'CBPMEDIA' for 50% off initial purchase Bull Bitcoin - ⁠⁠https://mission.bullbitcoin.com/cbp⁠⁠ The CBP recommends Bull Bitcoin for all your BTC needs. There's never been a quicker, simpler, way to acquire Bitcoin. Use the link above for $20 bones, and take advantage of all Bull Bitcoin has to offer.

John Rubino, [Follow John on his Substack https://rubino.substack.com/],  joins me to provide his 2025 outlook on geopolitics, both US and global macroeconomics, along with his expectations on interest rates, the US dollar, oil, natural gas, gold, and uranium.   We start off discussing some of the potential implications of the policies from the new incoming Trump administration, and what it means for inflation, the deficit, consumer spending, tariffs, and global trade.  John points out that we really need to wait and see what policies actually get implemented versus the many ideas that have already been floated out into the media.   We also look at how this plays into Fed policy, interest rates, the US dollar, and other global fiat currencies.   Next we shift over to why gold and even the commodities sector should do well, even in the face of a strong apparent US dollar index, when viewing it through the lens of decreasing real purchasing power, and the persistent affects of inflationary forces.   This leads into a discussion on energy and the rising oil and natural gas prices, and how that will affect US markets and global markets, as well as related energy stocks.  John also outlines why he remains bullish on both uranium stocks and gold and silver stocks in the year to come, even if we see an overall equities wash out at one point.   He'll be viewing any such market sell downs as an opportunity to pick up some of the better quality resource stocks for the longer-term fundamentals he expects to unfold.   Click here to visit John's Substack to keep up to date on his market and economic commentary.

In this interview, I talk with John Rubino (https://rubino.substack.com/) about navigating today's turbulent world—rising debt, geopolitical tensions, and the financial crises reshaping the global economy. We dive into why gold is a key investment during chaotic times, risks to watch for, and how to potentially get rich in the process. We also explore the challenges in the mining sector, sentiment around junior miners, and strategies to thrive in uncertain markets. Whether you're a seasoned investor or just starting, this conversation is packed with actionable insights. #gold #dollar #debt ------------ Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------

John Rubino, [Follow John on his Substack https://rubino.substack.com/],  joins us to discuss the recent break higher in both gold and silver, the contrasting moves within the PM mining stocks versus juniors, looking ahead to Q4 earnings, the improving margins in the gold and silver producers, and the macroeconomic trends behind inflation.   We start off discussing some of the geopolitical factors like China buying more gold as they stimulate their economy, the conflict in Syria, and parts of Europe, and how this is bringing in a steady amount of safe haven buying.  There are a number of factors underlying the robust gold and silver metals prices, and it was encouraging to see silver catching up and rallying in a bigger way to kick off this week.   Next we shift over to the precious metals mining stocks, noting the cost creep this year eating into some of the gains in the underlying metals from a margins perspective, but that over the last 3 quarters many producers did finally start seeing margin expansion and share price appreciation.  Looking ahead to Q4 earnings, we may finally see some upside surprises as costs have moderated.  This leads into a larger discussion on labor costs as a key driver of inflation both in the mining sector and across the broad economy.   Click here to visit John's Substack to keep up to date on his market and economic commentary.

Kerry Lutz and John Rubino analyzed the recent election, expressing relief over the absence of civil unrest and discussing the potential for significant policy changes under Trump's leadership. They emphasized the need to address government inefficiencies and cut corporate welfare, while also highlighting the looming financial crisis driven by high government debt. Rubino suggested that the administration's approach to this crisis will be crucial for defining Trump's next term, and they explored the possibility of a currency reset and a return to a gold standard as a viable solution. The discussion also touched on the state of healthcare in the U.S., with Rubino criticizing the food and pharmaceutical industries for contributing to poor health outcomes and advocating for scientific investigation into rising health issues. The conversation shifted to social media dynamics, with Lutz noting Elon Musk's impact on Twitter's ideological balance and Rubino mentioning the rise of Blue Sky amidst censorship challenges. They discussed the implications of Trump's political influence on social media moderation and the potential revival of the impoundment power to selectively withhold federal spending. Lutz and Rubino also explored the relationship between diet, exercise, and healthcare costs, advocating for a focus on preventive measures and nutrition education to improve public health. They concluded by discussing Trump's monetary strategies, suggesting that a shift in approach could stabilize the dollar and prevent its weaponization, while Lutz announced his upcoming book on Martin Armstrong's insights and their platform's growth ambitions. Read Johns work here: Rubino.Substack.com Find Kerry here: https://financialsurvivalnetwork.com and here: https://inflation.cafe

Tom welcomes back John Rubino, former Wall Street analyst, author and Substacker https://rubino.substack.com for a discussion on the gold mining industry's recent trends during the third quarter earnings reports. Despite the increase in gold prices, mining stocks have underperformed due to factors like rising costs and geopolitical risks. However, strong earning reports from top companies are attracting momentum investors, potentially triggering a bull market for precious metals. John emphasizes the importance of investing psychology and buying undervalued assets during bear markets. He also discusses the cyclicality of mining sector, potential acquisitions following strong earnings, and the significance of both fundamental setups and technical indicators when considering gold and silver investments. Additionally, Russia's decision to buy silver for its strategic reserve fund is affecting the silver market by tightening supply and increasing upward pressure on prices. Despite economic uncertainties, investors are encouraged to seek opportunities in this environment. Time Stamp References:0:00 - Introduction0:43 - Miners & Earnings4:56 - Underperformance?7:09 - Numerous Good Sectors11:03 - Peaky Bubbles15:28 - Miners, Cycles, & M&A21:14 - Miner Behaviors & Results27:56 - Buyouts & Shareholders30:12 - Technicals/Fundamentals36:42 - Wage Price Spiral41:58 - Russia Buying Silver43:51 - Wrap Up Talking Points From This Episode Mining stocks underperformed despite gold price increase due to rising costs and geopolitical risks. Strong earnings reports from top companies attract momentum investors, potentially sparking precious metals bull market. Invest in undervalued assets during bear markets for long-term gains; consider both fundamentals and technicals. Guest LinksSubstack: https://rubino.substack.comBooks: https://tinyurl.com/5buyvy6v John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops. He founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022, and now publishes on Substack.

John Rubino, [Follow John on his Substack https://rubino.substack.com/],  joins me to discuss the fundamental factors behind physical silver, a few recent silver and gold takeover deals, nuances around M&A transactions for consideration, and speculation on which companies could be bought next.   We start off discussing the news out last week that Russia is adding silver to the metals it will be purchasing in its state precious metals fund, where previously it had only been buying gold, platinum, and palladium. There has also been an increase in silver buying from India, China, and other countries in Asia as an alternative to gold for wedding seasons and gifting, due to the price differential. Also, China also has steadily been buying silver for supplying its growing solar panel industry.   We review that many precious metals producers are quite cashed up, and while we saw very nice margins on their Q2 earnings reports; many market watchers are waiting see the numbers come in on both gold and silver producers Q3 earnings, to see if all their margin expansion will start tracking with generalist investors that filter companies for earnings momentum. Additionally, this may start fueling more of the senior and mid-producers to deploy this cash or their higher-valued paper to begin a bigger wave of merger and acquisition transactions.    We unpack the 2 latest high-profile larger premium silver M&A deals, with the acquisition of Gatos Silver (TSX: GATO) (NYSE: GATO) by First Majestic Silver (TSX: AG) (NYSE: AG), and SilverCrest Metals (TSX: SIL) (NYSE American: SILV) getting bought out by Coeur Mining (NYSE: CDE). This then morphed into a larger discussion on nuances around merger and acquisition transactions, what John looks for in companies that could be acquired. He shares his outlook for more transactions in the smaller producers, developers, advanced explorers, and also royalty companies.    This leads to comments about the recent takeover of  Osisko Mining (TSX:OSK) by Gold Fields old Fields Limited (JSE: GFI) (NYSE: GFI)  for their gold development project in Canada, and  Filo Corp (TSX: FIL) (OTCQX: FLMMF) by both BHP (NYSE: BHP) and Lundin Mining (TSX: LUN) for their large copper project in Chile and Argentina, and if we'll see more development-stage projects acquired by producers in the near-term.  We both offer up speculations in which developers could be next, with our rationale for both Skeena Resources Limited (TSX:SKE)(NYSE:SKE) and Dolly Varden Silver Corporation (TSXV: DV) (OTCQX: DOLLF) as potential takeover candidates.   Wrapping up, John outlines why he is less concerned with a specific exit strategy or operational outcome, and why he is more concerned about seeking 10-bagger returns.   * In full disclosure, Shad is a shareholder Silvercrest Metals, Coeur Mining, Skeena Resources, and Dolly Varden Silver at the time of this recording.   Click here to visit John's Substack to keep up to date on his market and economic commentary.

Kerry Lutz and John Rubino discussed the implications of open borders and immigration, the potential for societal upheaval, and the lessons to be learned from Europe's demographic challenges. They expressed concerns about the importation of criminals and the need for proactive measures to manage illegal immigration while recognizing the contributions of hardworking immigrants. The conversation also covered the accomplishments of President Biden, the rising threat of nuclear conflict, and the actions of the global elite. The dialogue explored the decline of traditional talk radio in favor of podcasts and alternative platforms, raising concerns about privacy and free speech in light of recent arrests related to messaging apps. Lutz and Rubino speculated on the potential actions of the Trump administration regarding political revenge and the weaponization of government agencies, emphasizing the need for a balanced approach to governance. They reflected on their shift from finance to the influence of politics on investments, highlighting the straightforward nature of investing in gold and silver during turbulent times. The conversation concluded with discussions on preparedness for potential societal challenges and a commitment to maintain a monthly schedule for their interactions, with well wishes for Rubino's solar company endeavors. Find John here: Rubino.substack.com Find Kerry here: FSN and here: Inflation.Cafe

In the third episode of our miniseries 'It's Not What They Told You', Mo Gawdat speaks toJohn Rubino (https://rubino.substack.com), a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What to Do Before It Pops and The Collapse of the Dollar and How to Profit From It. In this episode, John Rubino and Mo explore the current financial landscape, from the widening wealth gap and housing market crisis to the looming dollar collapse and U.S. debt crisis, offering critical advice on how individuals can navigate these uncertain times.00:00 Intro3:30 What is Money?14:40 Baby Boomers Have Screwed Over This Generation21:40 The Game of Buying a House is Over22:50 The Gap in Wealth26:40 Why Does the U.S. Borrow So Much Money?34:40 Why Banks Are Buying Gold42:00 The Dollar Crisis49:40 What Can the Average Person Do to Increase Wealth?58:27 How Bad Is It Going To Get?1:08:30 Will U.S. Living Standards Fall As the Rest of the World Increases?1:11:30 Wars are a Business1:12:20 But the U.S. Does Have AdvantagesYouTube: @mogawdatofficialInstagram: @mo_gawdatFacebook: @mo.gawdat.officialLinkedIn: /in/mogawdatTiktok: @mogawdatX: @mgawdatWebsite: mogawdat.comDon't forget to subscribe to Slo Mo for new episodes every Saturday. Only with your help can we reach One Billion Happy #onebillionhappy

John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What to Do Before It Pops and The Collapse of the Dollar and How to Profit From It. He founded the popular financial website DollarCollapse.com in 2004, sold it in 2022, and now publishes John Rubino's Substack newsletter. John joins the podcast to discuss owning real assets, how to think about financial bubbles, and the new supply and demand dynamics in the gold and silver markets.

John Rubino, [Follow John on his Substack https://rubino.substack.com/],  joins us to discuss the fundamental factors behind the resilience of gold, the disconnect in gold stocks from the metals price action, the strengths of the royalty companies business model, and why he is even opting for accumulating various physical metals ETFs across various commodities.   John points out that gold has been holding up well all summer and into September, despite what is seasonally a weaker period of time for the precious metals.  He reviews that with many gold producers cashed up and seeing very nice margins on their Q2 earnings reports, and likely to see that continue in Q3 earnings, that we may start seeing a the senior and mid-producers begin a bigger wave of merger and acquisition transactions.  For now the uncertainty in the markets is keeping investors away from getting into the riskier subset of junior PM stocks. We then shifted over to the diversification and risk mitigation advantages of the royalty and streaming business model, and how those stocks fit into his portfolio. Wrapping up John outlines why he is increasingly mitigating risk in the resource stocks by positioning in the physical gold, silver, uranium, and even the new copper ETFs.   Click here to visit the John's Substack to keep up to date on his market and economic commentary.

Interview recorded - 2nd of September, 2024Substack - https://rubino.substack.com/On this episode of the WTFinance podcast I had the pleasure of welcoming back John Rubino. John was the Founder of dollarcollapse.com, author/co-author of 5 books and has a great Substack.During our conversation we spoke about John's thoughts about the economy, interest rate cutting, another real estate credit event, similar to the 90's, milkshake theory, new standard currency, gold miners and more!0:00 - Introduction0:57 - What is John seeing in the economy?2:46 - Interest rate cut to help?5:15 - Another real estate credit event?6:40 - Banks to benefit from interest rate cuts?9:29 - Similar to the 90's?12:33 - Drawn out recession or flash crash?17:48 - Thank you!19:08 - Milkshake theory and the dollar?21:57 - New standard currency?25:14 - BRICS buying gold while West sells30:36 - Gold miners?33:13 - One message to takeaway from our conversation?John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops and Clean Money: Picking Winners in the Green-Tech Boom. He founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022.John's newsletter provides actionable advice, based on a couple of premises:- The financial world is spinning out of control and will get considerably worse before it gets better.- There are things we can do to improve our odds of surviving and thriving as the chaos unfolds.John Rubino - Substack - https://rubino.substack.com/LinkedIn - https://www.linkedin.com/in/john-rubino-a952146/WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Kerry Lutz and John Rubino take an entertaining and humorous deep dive into some of the most pressing global issues of our time. They discuss the growing concerns over global conflicts, the powerful influence of the military-industrial complex, and the potential fallout from a disputed U.S. presidential election. They also explore how AI-generated content could shape the election and the dangerous consequences of conflicts involving nuclear powers, highlighting the impact of political interests across various sectors. Lutz and Rubino express their fears about the economic repercussions of political assassinations, terrorist attacks, and the increasing online censorship affecting political events and public figures. They question the accuracy of official economic statistics and analyze their potential manipulation, especially in the context of recent market crashes and the role of hedge funds. The duo also delves into the yen carry trade and its potential risks to the financial system. On the gold market front, they highlight the surge in merger activity among mining companies and discuss how major miners might start acquiring junior producers. Lutz and Rubino also share their investment strategies, including Rubino's approach to buying NASDAQ put options and Lutz's advice on investing in ETFs that hold stocks of major gold miners. Throughout the discussion, they emphasize the urgent need for de-escalation in global conflicts and the importance of verifying content in today's media landscape. This conversation is packed with valuable insights for anyone interested in global politics, economics, and smart investment strategies, making it a must-watch for those looking to stay informed and ahead of the curve. Find John's work here: Rubino.Substack.com Find Kerry here: FSN  and here: Inflation.Cafe

John Rubino, [Follow John on his Substack https://rubino.substack.com/],  joins us to discuss the large M&A deal announced today where Gold Fields Limited (NYSE: GFI) is acquiring Osisko Mining Inc. (TSX:OSK) (OTC: OBNNF) for a 55% premium. We ask John if this may point to a larger rerating in gold developers and advanced explorers, using this key transaction and metals value in the ground as a benchmark for where other advanced resources in the sector should be valued.   John points out that with many gold producers cashed up and seeing very nice margins on their Q2 earnings reports, that we may start seeing a bigger wave of merger and acquisition transactions. We also note that Q3 is looking to have an even higher average gold price, which should be a further boon to gold producers and possibly start attracting more interest from generalist investors. There were other stocks getting a bid in sympathy today Skeena Resources Limited (TSX:SKE)(NYSE:SKE) and Snowline Gold (TSX-V:SGD)(OTCQB:SNWGF) that didn't have news out, but that are known to have large resources out that are getting higher values from investors.  If the momentum can keep building then he outlines that it may start bringing in more capital at better terms for advanced exploration deposits that have further derisked their projects through economic studies.   We wrap up asking John if this is the best setup he has seen in the gold equities in relation to gold in his investing career, how that could be affected by geopolitics or a recession, and what he makes of the lag effect in silver and the silver stocks as the more speculative side of the precious metals complex.   Click here to visit the John's Substack to keep up to date on his market and economic commentary.

History is full of examples where nations resorted to taking on ever-increasing amounts of debt to maintain a positive economic growth rate. But it never works out well for those who do. Most often, they end up sacrificing the purchasing power of their currencies in the process. Many analysts are now raising such concerns about the fast growing national, corporate and consumer debt pile in the US and other G7 nations. Are we repeating the mistakes of history? Or is it truly different this time? To discuss, we're fortunate to welcome monetary and macro analyst John Rubino, author and co-author of numerous books including The Money Bubble with James Turk. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #debtcrisis #marketcorrection #recession --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

In this meeting, Kerry Lutz and John Rubino discuss a range of topics, including the current political landscape, potential VP candidates for Trump, the impact of rising gold prices on mining companies, Tesla's recent performance, the stock market's sustained growth and potential risks, the influence of media on critical thinking and political division, and personal anecdotes. They analyze and speculate on each topic, providing valuable insights and perspectives. The speakers delve into the potential impact of Biden's mental state on the political landscape, as well as the media's portrayal of it. They also explore potential VP candidates for Trump, weighing the strengths and weaknesses of individuals like Gavin Newsom, Vivek Ramaswamy, J.D. Vance, Byron Donalds, Ben Carson, and Tulsi Gabbard. Additionally, they discuss the potential effects of the substantial increase in gold prices on mining companies, particularly major producers like Newmont and Agnico. They also analyze Tesla's recent performance, highlighting the surge in vehicle deliveries and the significant impact of reduced lithium prices on electric vehicle production. The conversation also touches on the stock market's sustained growth and potential risks, the influence of media on critical thinking and political division, and personal anecdotes. The speakers emphasize the need for individuals to seek out trustworthy sources of news and promote critical thinking and discernment in the face of increasingly sophisticated AI-driven content. They also commend individuals like Jimmy Dore, Glenn Greenwald, and Matt Taibbi for their commitment to truth-telling, which has garnered appeal among libertarians. The meeting concludes with well wishes and expressions of excitement for upcoming events. Find John here: rubino.substack.com Find Kerry here: FSN and here: inflation.cafe

John Rubino, [Follow John on his Substack https://rubino.substack.com/],  joins us to outline the potential for the higher gold and silver prices last few months to lead to upside surprises with the Q2 earnings reports in the PM mining stocks and royalty companies. John highlights the $300 increased margin, compared to Q2 of 2023, that a royalty company like Sandstorm Gold (TSX: SSL) (NYSE: SAND) is forecasting and how significant that could be for cashflow generation.  He is interested in seeing if the largest and most followed gold producer, Newmont Mining (TSX: NGT) (NYSE: NEM) can really prove to the markets that they are seeing margin expansion, with higher metals prices outpacing their rising costs. We also review that many of the higher-cost miners could actually see the largest percentage increase to their margins once the Q2 numbers come in.   This leads into a discussion on whether we'll see more senior producers generating good cashflows and potentially attracting new investment inflows, then start a more aggressive merger and acquisition cycle.   He mentions that when we starting seeing multiple larger miners courting larger projects like New Found Gold (TSX.V: NFG) (NYSE: NFGC) or even solid low-cost single-asset producers like Silvercrest (TSX: SIL) (NYSE: SILV), that it will really get the M&A momentum going in the sector.   John cautions against the potential for economic contraction later this year to potentially spill over into a pullback in the precious metals sector in sympathy, but entertains the converse thesis that the PMs could also diverge from the general equities in a more structural correction.   Click here to visit the John's Substack to keep up to date on his market and economic commentary.

Kerry Lutz and John Rubino discussed various indicators pointing towards an economic slowdown, attributing it to factors like higher interest rates and government interventions through liquidity injections. They also touched upon the upcoming election and its potential influence on the economic narrative. The speakers expressed differing views on whether the current trend in the gold and silver market represents a temporary correction or a continuation of the bull market. The conversation also explored the multifaceted impact of current events on the political landscape, emphasizing the challenges faced by the Biden administration, such as inflation, border control issues, and escalating international conflicts. They highlighted the emergence of a paradigm shift towards government intervention and the implications for future political strategies. Additionally, the speakers engaged in a speculative conversation about the potential imprisonment of Trump, considering the implications and motivations behind such a scenario. Finally, they discussed the escalating tensions in Ukraine, expressing deep concern about the potential for World War III and analyzing the involvement of NATO and the US. Find John here: Rubino.SubStack.com Find Kerry here: FSN and here: inflation.cafe

CRITICAL, CURRENT ARTICLES RAT-A-TAT-TAT PRESIDENTIAL 2024 ALT LEFT CHINA OUR ENEMY CLIMATE CHANGE CONSTITUTION CORRUPTION ECONOMY ELECTION FRAUD FAMILY SAFETY FINANCIAL & PHYSICAL PREPAREDNESS GLOBALISM GUN CONTROL IMMIGRATION INTERNATIONAL MEDIA MESS MILITARY OBAMA PRIVATE PROPERTY PSYOPS RINO WATCH TERROR TREASON WOKE WOMEN CRITICAL, CURRENT VIDEOS The post John Rubino Conclusions–Protect Yourself!!…Philip Streible–The Futures Markets–What Are They, And What They Are Telling Us About The Future…The Centurion Ranch Story–A Life Lesson appeared first on On the Right Side Radio.

Kerry Lutz and John Rubino delve into pressing economic issues, predicting a looming crisis driven by rising mortgage rates and increasing retail store closures. They argue the necessity for significant government intervention, similar to the pandemic-era stimulus measures, to mitigate the economic downturn. The conversation also explores the unique challenges facing retailers, especially in California, where lax laws on shoplifting complicate business operations. Additionally, they discuss the controversial "weaponization" of the criminal justice system, suggesting its impact on social order and business environment. Rubino and Lutz propose radical ideas for government restructuring, such as firing government employees in alphabetical order and maintaining only essential workers during crises. They emphasize the importance of essential services, including police, road maintenance, and waste management, referencing similar strategies from Argentina and El Salvador. Political dynamics also take center stage as they speculate on potential vice presidential candidates for Donald Trump, particularly focusing on Ron DeSantis. They consider how political issues, notably abortion, could influence upcoming elections. Find John's work here: Rubino.Substack.com Find Kerry here: FSN and here: inflation.cafe

CRITICAL, CURRENT ARTICLES RAT-A-TAT-TAT **Check out our new The Cowboy's Take VIDEO channels! Throw a like and a subscribe at The Cowboy's Take (see left side for channels), and subscribe to John Rubino's timely fact and suggestion packed Substack Newsletter here: https://rubino.substack.com/ PRESIDENTIAL 2024 ALT LEFT CHINA OUR ENEMY CLIMATE CHANGE […] The post A Runaway Empire Train Headed For A Cliff–First Excerpts From The John Rubino Interview….More Vote Theft Found…Ratatat Of Eye Opening International Threats…Astra Zeneca Admits It!…The Next Set Of Reid's Predictions.  Real, But Not Pleasant appeared first on On the Right Side Radio.

John Rubino, former Wall Street financial analyst, author, and founder of DollarCollapse.com, sounds a stark warning: 'People who are hurt by the inevitable results of this process are the ones who trust the government.' Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcast or Call 866-349-3310

Tom Bodrovics welcomes back John Rubino, a former Wall Street financial analyst and author, to discuss the current bull market in gold. Rubino asserts that gold's intrinsic value is significantly higher than its present price, which could reach $5,000 to $10,000 per ounce based on historical analysis. He also posits that a potential collapse of the financial system due to debt could lead to a return to a gold-backed currency or a currency reset. They explore the implications of inflation and currency devaluation on various assets including stocks, real estate, bonds, and gold. John argues that adjusting investment numbers for inflation offers a different perspective on asset value over time. He warns about potential risks in the financial system, such as a commercial real estate crash or an equities bear market. He also discusses the deficit in the silver market, which could result in significant price spikes and potential defaults on futures contracts. Despite uncertainty, John suggests investment strategies for investing in real assets like gold and silver. Investors should consider gold as a long-term investment and focus on positive goals during uncertain times to build capital for future challenges. Gold is currently seen as a store of value, but demand for it is minimal but starting to rise. Once gold breaks through resistance and support levels, it could lead to a significant run in the market. Time Stamp References:0:00 - Introduction0:45 - Gold Market Developments4:10 - Gold Backing & Debt8:15 - Who Will Buy US Bonds?12:45 - Inflation Outlook17:28 - Asset Valuations22 :38 - Gold Drivers & Geopolitics27:26 - Next Financial Crisis?33:10 - Silver & Supply Issues38:10 - Silver Industrial Demand42:38 - Investment Demand & FOMO47:35 - Wrap Up Talking Points From This Episode Gold's potential value increase, reaching $5,000-$10,000 per ounce based on historical analysis. Risks of financial panic, potential scenarios like commercial real estate crash or equities bear market. Investment strategies proposed to protect against times of crises. Guest LinksSubstack: https://rubino.substack.comBooks: https://tinyurl.com/5buyvy6v John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops. He founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022, and now publishes on Substack.

Kerry Lutz and John Rubino discussed a range of topics including the current state of the economy, the precious metals market, geopolitical tensions, the potential consequences of increasing interest rates on regional and community banks, the problem of squatters taking over homes, and the challenges of reaching a wider audience on digital platforms. They explored the impact of deficit spending, immigration, and the surge in tech stocks on the economy, while also expressing apprehension about potential terrorist threats and the role of the U.S. financial system in a failing global system. They also provided an in-depth analysis of the current state of the precious metals market, emphasizing the significant rise in gold and silver prices and the positive performance of junior and major miners. The conversation touched on the potential consequences of increasing interest rates on regional and community banks, speculating on the likelihood of a banking crisis that could favor larger banks and elites. They also discussed the widespread problem of squatters taking over homes, highlighting Florida's legislative response to address this issue. Additionally, they delved into a speculative discussion about the market cap of Trump Media and Technology Group, pondering the possibility of its value increasing significantly despite lacking fundamental support. The discussion also explored the challenges of reaching a wider audience on digital platforms and the potential of alternative platforms like Rumble and Substack for expanding their reach and engaging with their audience. Find John here: rubino.substack.com Find Kerry here: FSN and here: Inflaton.Cafe

Kerry Lutz and John Rubino offer their unique perspectives and engage in a comprehensive analysis of recent events surrounding former President Trump. They dissect a New York appeals court's decision allowing Trump to post just $175 million to delay a staggering $464 million fraud judgment, offering insights into its implications on Trump's financial and political landscape. This ruling marks a significant reprieve for Trump, amidst mounting legal challenges and his potential bid for the 2024 presidency. Lutz and Rubino delve into the complexities of Trump's legal battles, highlighting the challenges he faces in securing bonds and the broader implications on his financial stability. They scrutinize the intersection of law and politics, emphasizing the potential impact on public perception as Trump navigates his legal entanglements. Moreover, they explore Trump's response to the ruling, including his social media company's imminent Nasdaq debut and his remarks critiquing President Biden and the New York attorney-general. Throughout the discussion, Lutz and Rubino provide nuanced insights into the multifaceted nature of Trump's legal saga, emphasizing its implications on his future endeavors and the broader political landscape.  Find John's work at Rubino.Substack.com Find Kerry here: FSN and here: Inflaton.Cafe

Join us in this enlightening conversation with Kerry Lutz and John Rubino as they dive deep into a myriad of pressing issues shaping our world today. From the recent upsurge in Bitcoin prices to the intricate future of cryptocurrencies, this discussion covers the essentials of today's economic landscape. Discover the experts' takes on the current state of inflation and how it's reshaping global economic policies, alongside an in-depth analysis of the consequences rising prices have on shoplifting rates and police reactions. But that's not all – Kerry and John also tackle the controversial subject of a vigilante app, examining its potential impact on business practices and public safety. The dialogue further explores the contentious TikTok ban and what it signifies for free speech and international relations. Amidst these topics, the conversation doesn't shy away from political hot potatoes. Listen as the speakers discuss the ongoing legal struggles faced by Donald Trump and speculate on the rise of a new "no-label party" in the forthcoming 2024 election. Throughout the discussion, the duo underscores the paramount importance of protecting free speech, ensuring public safety, and addressing the challenges law enforcement officers encounter amid these tumultuous times. This video is a must-watch for anyone interested in understanding the complex interplay between economics, politics, and societal issues, and how these realms influence each other in today's fast-paced world. Don't miss out on this thought-provoking session that challenges the status quo and encourages a deeper reflection on the forces shaping our lives. Read John's extensive work @ Rubino.Substack Find Kerry here: FSN And here: Inflation.Cafe  

Today's Topic deals with real estate reassessments in the town of Amherst Area and all over. Peter Hunt of Hunt Real Estate and John Rubino join the program to give listeners the explanation of many of these reassessments showing increases.

Kerry Lutz and John Rubino discussed a range of topics, including the successful implementation of libertarian policies in Latin American countries, the potential ramifications of the AI bubble on the stock market, Google's recent AI blunder, the legal implications of Trump's judgments in New York, and the potential consequences of truckers refusing to go to New York City. They also analyzed the unexpected rise in interest rates and inflation measures, leading to a hawkish stance from the Fed and its impact on the housing market. The speakers expressed hope that the successful implementation of libertarian policies in Latin America would pave the way for libertarian ideas to become politically marketable in the US. They also expressed concerns about the exponential growth of artificial intelligence and its impact on market valuations, highlighting the interconnectedness of the AI bubble with other market bubbles such as housing, commercial real estate, and government bonds. The conversation underscored the difficulty of identifying market bubbles in real-time and the potential for a widespread market downturn if the AI bubble were to burst. Additionally, they discussed the challenges and risks associated with shorting the NASDAQ as a hedge against the AI bubble. Find John here: Rubino.Substack.com Find Kerry here: FSN

Bitcoin Breakthrough: Kerry and John discuss Bitcoin breaking the $50,000 mark and the role of ETFs in this dynamic. Rising Interest Rates: An in-depth look at how increasing mortgage rates are affecting housing affordability and the market at large. Stock Market Strategies: The complexities of shorting stocks, including high option premiums and finding optimal entry points. CRE Meltdown: Insights into the ongoing commercial real estate crisis and its broader economic implications. Policy and Power: A speculative conversation on potential extreme measures by the current administration to maintain control. Legal and Immigration Policies: Discussing the Supreme Court's decisions and the Texas governor's actions regarding border security. Inflation's Impact: How rising costs are affecting everyday expenses and the importance of educating the public on these issues. Global Economic Concerns: The potential global crisis stemming from European banks' exposure to US commercial real estate. Join us for a deep dive into these topics and more, as Kerry and John share their expertise and perspectives on the challenges and opportunities facing us today. Whether you're interested in finance, policy, or the broader socio-economic landscape, this discussion offers valuable insights into the complexities of our current global situation. You just can't make this stuff up! Read John's work @ https://Rubino.Substack.com

Your host, Dennis Tubbergen, speaks with John Rubino on this episode of Retirement Lifestyle Advocates radio about the state of the US economy and the potential for a financial crisis. Rubino discusses the emergence of what he calls “The Everything Bubble” and how it is causing inflation and threatening the financial system. He also highlights…

In this thought-provoking episode, John Rubino and Kerry Lutz engage in a comprehensive discussion on a myriad of contemporary topics that are shaping our world. They delve into the potential impact of artificial intelligence (AI) on society, particularly focusing on how it could transform traditional jobs in fields like writing and politics. The creation of lifelike AI-generated content also forms a crucial part of their discourse, highlighting both opportunities and challenges. The conversation then shifts to the evolving state of journalism. Rubino and Lutz explore the implications of AI on this field, referencing recent layoffs at the Los Angeles Times as a case study. They further discuss the rise of independent journalism, spotlighting platforms like Substack and Rumble. These platforms are acknowledged for their role in providing alternative viewpoints and challenging mainstream media narratives. A significant portion of the discussion is dedicated to current political and economic issues. The speakers cover the upcoming election, the deployment of the Texas National Guard to secure the border, and various aspects of immigration policy. The state of the US economy and predictions about the future of the global economy are thoroughly analyzed, providing viewers with a deep understanding of the complexities involved. Furthermore, Rubino and Lutz delve into the evolution of modern warfare, discussing how technological advancements are changing the face of conflict. The conversation rounds out with a discussion on the ideal investment strategy in these turbulent times, reflecting the speakers' diverse viewpoints. Throughout the episode, Rubino and Lutz emphasize the importance of diverse voices in public discourse. They highlight the complexity and uncertainty surrounding these issues, underscoring the urgency of addressing them to prevent further escalation. This episode is a must-watch for anyone interested in understanding the multifaceted challenges and opportunities that our rapidly changing world presents, from the impact of AI to the intricacies of global economics and politics. Don't forget to like, subscribe, and turn on notifications for more insightful discussions like this one. Find John's Work Here @Rubino.Substack.com Find Kerry Here @ FSN

Interview recorded - 19th of January, 2023Substack - https://rubino.substack.com/On this episode of the WTFinance podcast I had the pleasure of welcoming back John Rubino. John was the Founder of dollarcollapse.com, author/co-author of 5 books and has a great Substack.During our conversation we spoke about whether good news is bad for the markets, Deja vu of back end of 2022, unwinding of 40 years of economic exuberance, mass bankruptcies, whether the FED has pivoted and if US government obligations can be repaid. I hope you enjoy!0:00 - Introduction1:11 - What is John seeing in economy & markets in 2024?6:12 - Is bad news good news for the markets?9:34 - Deja vu, similar to end of 2022?12:32 - Unwinding of 40yrs of Exuberance? 15:24 - Mass Bankruptcies19:37 - What drove inflation the past few years?22:39 - Has the FED pivoted?26:24 - Trump hostile to FED28:59 - Large deficits for foreseeable future31:14 - Can the obligations been paid for?38:59 - One message to takeaway from our conversation?John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops and Clean Money: Picking Winners in the Green-Tech Boom. He founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022.John's newsletter provides actionable advice, based on a couple of premises:- The financial world is spinning out of control and will get considerably worse before it gets better.- There are things we can do to improve our odds of surviving and thriving as the chaos unfolds.John Rubino - Substack - https://rubino.substack.com/LinkedIn - https://www.linkedin.com/in/john-rubino-a952146/WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Kerry Lutz and John Rubino discussed a range of topics, including the increasing layoffs in the tech and banking sectors, the future of banking and the impact of automation, the potential ramifications of AI integration in the legal system, the distressing state of the real estate market, the uranium market and the potential role of nuclear energy, the impact of new extraction technologies on oil production, the potential impact of automation and AI on the future of work, the price of gold, the recent release of Bitcoin ETFs and ETPs, and the border crisis. The speakers analyzed various economic indicators such as consumer spending, commercial real estate, and credit card delinquencies to support their observations about the layoffs in the tech and banking sectors. They also explored the idea that traditional banks and branches may become obsolete as technology continues to advance, and predicted that many banking tasks could be automated without any loss of efficiency. Additionally, they expressed concerns about the vulnerability of AI to hacking and manipulation in the legal system. The speakers also discussed the challenges faced by the real estate market, including the shift towards remote work, oversupply of buildings, and the challenges faced by various real estate investors. They highlighted the recent surge in uranium prices due to production issues at Kazatomprom and expressed optimism for the future of nuclear energy. They also explored the potential implications of automation and AI on the future of work, including the need for a societal transition and the potential for political pressure as automation progresses. The speakers expressed cautious optimism about the trajectory of gold prices and its implications for investors, while expressing skepticism about the potential impact of Bitcoin ETFs and ETPs on the market. They also discussed the border crisis and its potential impact on northern cities and the political implications, as well as alleged Chinese military issues and broader concerns about corruption and incompetence in the U.S. To read John's work visit https://Rubino.Substack.com

How stable is our current system -- economically, geo-politically and socially? The markets seem confident it's quite stable. But you don't have to look that hard to find evidence of stress fractures: from recessionary leading indicators, to struggling consumer households, to the frozen real estate market, to the breakdown of trade through the Red Sea, to the loss of faith in once-premier establishment brands like Harvard, to the polarization and cynicism of this year's US presidential election. What's more likely to happen from here: ascent or breakdown? To discuss, we're fortunate to welcome monetary and macro analyst John Rubino, author and co-author of numerous books including The Money Bubble with James Turk. Sign up for John's Substack at https://rubino.substack.com/ SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the recent experts who have appeared on this channel #recession #bearmarket #layoffs

  The NASDAQ tanked on the first day of 2024 trading. Is it just Apple or is Big Tech going to have a hard year?  How likely is a soft landing? Will the January effect help gold/silver miners this year?  Gold seems to be holding above $2000. What are the odds of an up year in 2024?  Both wars are ramping up. Storm before the calm or the start of WW3? The credibility of Ivy League schools is cratering. Pres of Harvard just resigned (Dilbert comic attached) There's a chart showing births by illegal immigrants now outnumber births by Americans (attached). Is this a form of cultural suicide? In this enlightening discussion, Kerry Lutz and John Rubino dive deep into the first trading day of 2024, dissecting market dynamics, and the halt in the Fed's interest rate hikes. They analyze the ripple effects of complex collapses in China, the US, and Germany while forecasting a bullish trend in the gold market for 2023. The duo introduces the "Inflation Cafe" concept and debates the political and cultural impacts of populism, open borders, and the widening gap between the wealthy and the masses. They scrutinize the controversy surrounding the Harvard president and the college scandals, shedding light on the implications for society. The conversation takes a geopolitical turn, touching on the cultural war and conflicts in Israel and Ukraine, as well as power struggles among global giants. Lutz and Rubino express their apprehension about overvalued stocks, an impending bear market, and the dire state of the housing market due to high mortgage rates. They emphasize the interconnectedness of global crises, the urgent need to combat inflation, and the growing societal discontent. This comprehensive dialogue covers a gamut of pressing issues from financial markets and geopolitical instability to societal challenges, making it a must-watch for those interested in understanding the complexities of the current global landscape.

Kerry Lutz and John Rubino discussed various topics related to the economy, investments, and geopolitical risks. They talked about the recent reversal of the Fed's interest rate policy and its potential impact on the economy, with Rubino suggesting that rising government and personal interest costs could lead to a recession in 2024. They also discussed the potential for gold's next leg and how it could increase by at least 50%, as well as the lack of trust in institutions and the banking crisis. The speakers also analyzed the challenges faced by the mining industry, particularly in South America, and the potential benefits of investing in physical commodity ETFs in the current geopolitical climate. They suggested creating a portfolio of royalty companies, physical ETFs, and high-quality explorers for exposure to the precious metal sector and commodities in general, while emphasizing the importance of choosing explorers with deposits in safe jurisdictions to avoid political risk. Finally, they discussed the decline of global excellence and the self-destructive path of many countries, questioning how long this charade can go on before the tide goes out and everyone is exposed. Overall, the meeting covered a wide range of topics related to the economy, investments, and geopolitical risks, providing insights and perspectives on various issues that could impact the financial markets and investors. Read John's work here: Rubino.Substack.com Find Kerry here: FSN

Tom welcomes a new guest John Rubino to the show. John is a former Wall Street financial analyst and accomplished author. Rubino highlights the concerning state of the U.S. consumer and the increase in debt since the pandemic. He points out that while some macroeconomic indicators may appear positive, consumer data points suggest a different story, with many Americans resorting to credit cards for everyday expenses. Rubino warns that the U.S. is running on a deep debt system that cannot handle higher interest rates and suggests that interest rates must decline to avoid a recession. John is concerned for the potential economic crisis that could arise from the high levels of consumer debt and defaults on loans, as well as the low housing market. Rubino suggests that this downturn could be worse than the 2008 financial crisis due to the higher debt levels. The Federal Reserve's change in stance from considering raising interest rates to cutting them is seen as a response to the potential crisis in order to maintain a strong economy and political power leading into 2024. The conversation then shifts to the outlook for gold. Rubino mentions that with the Fed no longer raising interest rates, gold could rise, and historical charts indicate that it could perform well as a safe haven asset. The discussion also predicts an optimistic future for gold in 2024, with a potential resistance at $3,000 if it decisively breaks $2,500. Rubino also speaks about the manipulation of gold by central banks and the potential for silver to outperform gold. He explains that silver's psychological impact on purchase power could attract momentum traders, leading to an increase in the silver versus gold price. The underperformance of miners compared to gold's performance is attributed to the high cost of mining, but with fuel costs decreasing and gold prices increasing, the margin could improve, making miners more attractive to investors. The interview concludes with a discussion on investing in junior or exploration companies. Rubino mentions the success story of Great Bear Resources, a company that found a gold deposit and was eventually bought out, leading to a dramatic increase in its share price. He emphasizes the importance of management credentials, consistently positive drill results, and a supportive mining jurisdiction when evaluating such companies. The potential for buyouts and life-changing opportunities for investors is also highlighted. Lastly, he discusses the importance of looking for opportunity during crisis periods and staying optimistic. Time Stamp References:0:00 - Introduction1:34 - Consumer Debt & Savings7:25 - Feds Recent Reaction9:30 - Deflation & Slowdowns12:44 - Debt & Bubbles15:42 - Recession Retrospectives17:49 - Public Financial Literacy26:16 - Strategic Relocations31:39 - Pivots & Gold Outlook37:16 - Metals Manipulation?42:29 - Gold/Silver Ratio44:42 - Miners & Performance50:37 - Bull Markets & Mergers54:48 - Evaluating Miners1:00:00 - Lessons & Profits1:03:10 - Crisis & Opportunity1:04:36 - Wrap Up Talking Points From This Episode The Federal Reserve has decided to end their interest rate increases due to political pressure and will soon start cutting interest rates. Consumer debtload is a major indicator of a looming economic crisis as people are increasingly relying on credit cards for daily expenses. Precious metals like gold are expected to keep rising, supported by multiple factors such as the high consumer debt levels and lack of trust in government. Guest LinksSubstack: https://rubino.substack.comBooks: https://tinyurl.com/5buyvy6v John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops. He founded the popular financial website DollarCollapse.com in 2004 and sold it in 2022, and now publishes on Substack.

Kerry Lutz and John Rubino discussed the recent highs and lows of the gold and silver market, with Rubino explaining the concept of resistance and support in trading. They speculated on whether gold will drop to $2000 and bounce back up, which would indicate a bull market. Rubino also mentioned the macro reasons for a possible recession and how it could affect the precious metals market, with Lutz suggesting that this could be a "back up the truck moment" for buying gold. They also discussed the potential impact of ETFs on the cryptocurrency market, with John suggesting that the ETFs could be a significant new source of demand that sends Bitcoin and Ethereum up dramatically. The conversation also touched on the possibility of a false flag attack in the Middle East to justify going to war, with Rubino expressing concern that some in the US government would like a US-Israeli alliance to destroy all perceived enemies in the region. They both urged caution and verification of any information coming from the government. Additionally, they engaged in a lively discussion about the upcoming election and the various scenarios that could occur, including scandals, health emergencies, and convictions. Overall, the conversation highlighted the unpredictability and uniqueness of the current political and economic climate. Find John here: Rubino.Substack.com Find Kerry here: FSN

Did inflation just reverse course?  The difference between disinflation and deflation.   Are stocks right to like the Fed pause?   How hard do things have to get for the Fed to start easing? Leading economic indicators down for the 19th straight month.   Bitcoin is rocking. Will we finally get an EFT, and what will be the impact?   Argentina just elected a libertarian.   China and Saudi Arabia central banks sign local currency swap agreement Visit John at: Rubino.Substack.com Read John's latest ZeroHedge article here: https://bit.ly/47GR88F Visit Kerry at: FSN