Podcasts about metals

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Best podcasts about metals

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Latest podcast episodes about metals

From the Fabricator Podcast for Glass & Glazing Pros
From the Fabricator! S5 FINALE- SOLO Episode- Troy Johnson- Apogee Architectural Metals

From the Fabricator Podcast for Glass & Glazing Pros

Play Episode Listen Later Dec 14, 2025 61:15


Wrapping up the year with the annual SOLO podcast-- and my guest #200... Troy Johnson of Apogee Architectural Metals.  It is an incredible one.  Some may remember Troy when he blew the audience away at BEC a few years ago while running Harmon, so you'd know he'd be a great one to interview.  We covered a lot of subjects and broke news- and that news is significant. It's a very shrewd maneuver that will be appreciated in the marketplace- and I, as an industry observer, loved it.  Troy hit on his job now (it's still pretty new), culture moves, trends he's impressed with, what the industry can expect from the companies of Apogee Architectural Metals, and so much more. Plus, on my fun question, he delivered an incredibly creative and deep answer.  All of it was great, and I do think you will enjoy it immensely- I know I did!This episode, as all in 2025, was sponsored by FHC-Frameless Hardware Company.  THANK YOU to everyone there for the support.  Learn more about them and support them as well as www.fhc-usa.com From the Fabricator- #Glass and #Glazing hosted by Max Perilstein, Managing Partner of Sole Source Consultants. Connect with Max on LinkedIn at https://www.linkedin.com/in/max-perilstein-409ba111/

The Sunday Roast
S11 Ep25: Sunday Roast featuring Charles Bray and Simon Rollason of Aterian and Marc Sale, CEO and James Knowles, Chairman of First Class Metals #ATN #FCM #ECO #CPH2 #PREM #AJAX #AMRQ #GMET #BZT #EST #GROC #INC #COBR #GRX #SLV

The Sunday Roast

Play Episode Listen Later Dec 14, 2025 99:03


In this episode of The Sunday Roast, Phil Carroll and Kevin Hornsby run through a packed week of headlines and markets, from health concerns around the H3N2 flu strain to growing pressure on UK and US systems. The lads also dive into sport, covering controversy around 2026 World Cup ticket prices, a busy week in the Champions League and Premier League, and Lando Norris clinching his first Formula One world title. The show features conversations with Charles Bray and Simon Rollason of Aterian on their AI-driven exploration joint venture across Africa, alongside Marc Sale and James Knowles of First Class Metals, who discuss drilling progress, gold assets, and innovative tokenised project funding. The episode also includes a special segment with Ippolito Cattaneo, CEO of Ajax Resources, before rounding off with the Movers & Shakers of the week across energy, mining, and wider markets. 00:00 - 00:09:24 Weekly News Roundup  00:09:24 #ATN  Interview 00:35:21  #FCM Interview 01:01:19 #ECO   01:02:14 #PREM   01:04:12 #AJAX   01:04:46 #AJAX Interview Parts 01:17:36 #ATN  01:18:12 #FCM  01:18:33 #BZT  01:16:05 #GMET   01:20:06 #EST   01:23:40 #GROC   01:24:16 #INC   01:24:51 #COBR   01:26:54 #GRX  01:28:41 Wider Markets  Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

Financial Sense(R) Newshour
The Dollar's Tipping Point: Chris Puplava on What's Next for Precious Metals and Asset Allocation

Financial Sense(R) Newshour

Play Episode Listen Later Dec 13, 2025 27:48


Dec 12, 2025 – With silver soaring to multi-year highs and the dollar at a critical turning point, Chris Puplava, CIO at Financial Sense Wealth Management, argues that the next move for the dollar will have significant consequences for precious metals...

Financial Sense(R) Newshour
Bullseye Craig Johnson's 2026 Outlook: Stock Market Reality Check

Financial Sense(R) Newshour

Play Episode Listen Later Dec 13, 2025 24:13


Dec 12, 2025 – Wall Street buzzes with anticipation as Jim Puplava interviews Craig Johnson, Chief Technical Analyst at Piper Sandler, about the market's future. With the S&P 500 nearing Johnson's “bullseye” target and investors hungry for...

The Korelin Economics Report
Brien Lundin & Jeff Christian – Silver's $60+ Surge & The “Debasement Trade” Playbook

The Korelin Economics Report

Play Episode Listen Later Dec 13, 2025


  This Weekend Show is all about precious metals momentum, and the why behind it. Brien Lundin argues we're watching the classic bull-market baton pass...

Commodity Culture
$100 Silver, $6,000 Gold in 2026 - 'Both Metals Are Going A LOT Higher': Peter Schiff

Commodity Culture

Play Episode Listen Later Dec 13, 2025 31:42


Peter Schiff sees much higher prices for both gold and silver as we head into the New Year, driven by a rapidly devaluing US dollar, moronic fiscal and monetary policy in America, and a Fed that is losing all credibility, as it launches a new QE program and is set to lose independence when President Trump installs a new chair who will follow orders without question.Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirtEuro Pacific Asset Management: https://europac.comThe Peter Schiff Show: https://www.youtube.com/@peterschiffFollow Peter on X: https://x.com/PeterSchiffFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Financial Sense(R) Newshour
2026 Outlook: Data Centers, Inflation, and US Growth with ITR Economics (Preview)

Financial Sense(R) Newshour

Play Episode Listen Later Dec 12, 2025 2:34


Dec 11, 2025 – Seeking a rigorous, data-driven perspective on the U.S. economic outlook? Lauren Saidel-Baker of ITR Economics explores the key macroeconomic themes for 2026 including the data center buildout, inflationary headwinds...

Financial Sense(R) Newshour
Bruce Mehlman: Why the 2026 Midterm Math Doesn't Favor Trump

Financial Sense(R) Newshour

Play Episode Listen Later Dec 12, 2025 30:27


Dec 12, 2025 – As midterms approach, Bruce Mehlman and Jim Puplava discuss how presidential approval, inflation, AI, and regulation are shaping up for an interesting political landscape for 2026 with the biggest surprise likely to come from...

CruxCasts
Domestic Metals (TSXV:DMCU) - $4M Raise Funds Geophysics and Porphyry Drilling in 2026

CruxCasts

Play Episode Listen Later Dec 12, 2025 26:11


Interview with Gordon Neal, President, Domestic Metals Recording date: 9th December 2025Domestic Metals has acquired a promising Montana copper porphyry project from Rio Tinto through an earn-in agreement that highlights the property's significant potential. The company can earn 60% ownership by spending $3.15 million USD on exploration work, with Rio Tinto retaining 40% plus an unusual 20% clawback provision—a protective measure that underscores the major miner's conviction in the project's long-term value.The Smart Creek-Sunrise property occupies compelling geological ground, located 50 kilometers northwest of the historic Butte mine, which has produced 22 billion pounds of copper over a century. The project sits within the same Helena formation geology, with company geologists noting that rocks match Butte's characteristics in age and composition. Rio Tinto drilled 26 of 40 total holes on the property, with results improving progressively from southeast to northwest. The best intercept to date shows 109 meters at 0.75% copper, including 80 meters at 0.97% copper, suggesting drilling was advancing toward rather than away from the porphyry center.President Gordon Neal brings proven credentials, having built MAG Silver from $50 million to $2.5 billion market capitalization and New Pacific Metals from $100 million to $1.5 billion. His track record in capital markets and project development provides credibility to the company's exploration strategy.The company recently raised $4 million to fund comprehensive IP and magnetotelluric geophysical surveys in January-February 2026, followed by 3,000+ meters of drilling starting February-March. Assay results are expected April-May 2026. A critical advantage is Montana's streamlined permitting environment, with drill permits obtained in four months versus 5-7 years in Arizona. The Forest Service recently extended 36 expired drill permits using existing paperwork—unprecedented flexibility that enables rapid, capital-efficient advancement of what could become a significant domestic copper discovery.Sign up for Crux Investor: https://cruxinvestor.com

The KE Report
Heliostar Metals - Cerro del Gallo PFS, Building Toward 300,000 oz/year

The KE Report

Play Episode Listen Later Dec 12, 2025 13:02


In this company update, I'm joined by Stephen Soock, VP Investor Relations & Development at Heliostar Metals (TSX-V:HSTR - OTCQX:HSTXF - FSE:R0G1), to discuss the newly released Pre-Feasibility Study (PFS) on the Cerro del Gallo Project and how it fits into the company's broader production pipeline. Key discussion points include: Cerro del Gallo PFS Economics Profitable base case at $2,300 gold with strong leverage to higher gold prices and a long-life open-pit, heap-leach operation. Resource & Production Upside Only a portion of the total resource is included in reserves, leaving room for expansion through drilling and metallurgical work. Silver Contribution Silver accounts for roughly 15–20% of project economics, adding meaningful upside. Operations Update Near-term cash flow from La Colorada and the San Agustin restart, with Ana Paula and Cerro del Gallo driving longer-term growth toward ~300,000 oz/year. Please email me at Fleck@kereport.com with any follow up questions for the team at Heliostar Metals.    Click here to visit the Heliostar Metals website to learn more about the Company   -------------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

TuneFish
Episode 36 | Die Geschichte des Metals TEIL 2 – Von Thrash bis Black – Der Sturm der 90er beginnt!

TuneFish

Play Episode Listen Later Dec 12, 2025 214:44


Metal History – Teil 2: Von Thrash bis Black – Der Sturm der 90er beginnt!Willkommen zurück in der Donnerkuppel des gepflegten Lärms! Nachdem wir im ersten Teil mit Metal Marcus bereits tief durch den Morast der 60er, 70er und 80er Jahre gewatet sind – von Sabbath bis Slayer, von NWOBHM bis Glam-Hysterie – machen wir jetzt weiter mit dem explosivsten Übergang der Metal-Geschichte: dem Ende der 80er bis zur Mitte der 90er.Was erwartet euch in dieser Folge?Was Hairmetal ausmachtWie aus schnellem Thrash plötzlich brutaler Death Metal wurdeWie Grunge dem Metal kurz die Haare abschnitt – und der Metal dennoch überlebteWarum der Underground in dieser Zeit spannender war als der MainstreamAls ganz besonderen Gast haben wir diesmal Axel Ritt dabei – Gitarrist, Produzent, Tontechnik-Nerd und wandelndes Metal-Lexikon. Gemeinsam mit Metal Marcus, unserem liebsten Brutalo-Ästheten, werfen wir den Blick dorthin, wo es damals richtig knirschte: Death Metal, Black Metal, Technical Thrash, Doom, Crossover, Groove – alles auf dem Tisch!Natürlich geht's wie immer auch um:Musiktheorie mit Wumms Nerdige Anekdoten Abseitige Subkultur-Phänomene Und um die ewige Frage: Kann man eigentlich zu Blastbeats meditieren? Fazit: Wir wollten eine Folge machen – und merken: Das Thema frisst uns auf. Deshalb wird's auch noch mindestens einen dritten Teil geben (vielleicht sogar einen vierten), denn wir sind noch lange nicht bei Gojira angekommen.Hört rein, diskutiert mit und schickt uns eure Lieblingsalben aus der Ära '89–'95! Schreibt uns auf Insta, schickt uns Audiokommentare oder kritzelt uns ein Mixtape auf Kassette......RUBRIK: Die HausaufgabeLars und Markus schlagen sich gegenseitig ein Album vor, das dann subjektiv auseinandergenommen wird.Wir vergeben Punkte zwischen 1 (mies) und 10 (genial). Es gibt immer jede Menge Gesprächsstoff!Ihr könnt jederzeit mitvoten. Jedes besprochene Album führen wir hier https://www.tunefish-podcast.de/hausaufgabe/ mit Wertung auf. Ihr könnt Eure Punktzahl als Mail an tunefish@derherrgott.de, über das Formular auf der Seite oder via Social Media schicken.>>> EUER SENF DAZU:Unser Podcast lebt immer auch von Eurem Input, daher scheut Euch bitte nicht zu kommentieren, zu kritisieren oder gerne auch zu loben. Sei es als Text oder Sprachnachricht. Wir senden unglaublich gerne Eure Meinungen. Alle Kontaktmöglichkeiten, Shownotes und Infos zu unseren Gästen (und natürlich auch alle Episoden selbst) findet Ihr auf unserer Website: https://www.tunefish-podcast.de/>>> EUER SUPPORT:Da wir den Podcast dauerhaft werbefrei halten wollen, Euch aber gleichzeitig mehr Musik im Podcast bieten wollen, haben wir uns auf Anregung einer Hörerin überlegt, wie Ihr – die Hörenden – uns hier vielleicht etwas unterstützen könntet. Wählt selbst:• Patreon• PayPal• BitcoinAlle Support-Infos:https://www.tunefish-podcast.de/support/Unsere begleitende Spotify Playlist zur Episode 34:>> https://open.spotify.com/playlist/270mKHlIkQspwCaEBJ95wP?si=ae9065f7ebb8438cHier könnt Ihr die von uns in dieser Episode erwähnten Künstler, Songs oder Alben nachhören, die wir in den einzelnen Episoden besprechen:Wenn Euch gefällt, was wir tun ...... helft Ihr uns unglaublich damit, wenn Ihr uns eine positive Bewertung gebt, wo auch immer Ihr uns hört.5 Sterne, Abos und Likes bei den einzelnen Folgen sind unser schönster Applaus. Stay tunefished, Lars & Markus .....RSS-Feed zum Podcast:Coming soon.....Schreibt uns eine Mail oder kommentiert auf unserer nagelneuen Website:https://www.tunefish-podcast.de/TuneFish aufInstagramBlueskyFacebookMastodon

Global Market Insights - Forex, Futures, Stocks
Stocks perk up on Fed optimism, metals jump as dollar struggles

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Dec 12, 2025 5:29


Send us a textWall Street and global stocks hit record despite tech's AI woes. Dollar setfor third weekly loss as markets brush off Fed's hawkish dot plot. BoJ ratehike bets unable to lift yen, pound lags after poor UK data. Copper andprecious metals shine, oil up on Venezuela tensions.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Investment Talks - All About Investing
Gap-Up Start… But No Follow-Through. What Is Nifty Hinting At?...12-Dec-25

Investment Talks - All About Investing

Play Episode Listen Later Dec 12, 2025 1:40


The index opened with strong optimism, breaking above the previous three-day high, yet spent the entire session circling around 26,000. Nifty defending both the 50-DEMA and closing above the 20-DEMA adds a neutral-to-positive tone—but the lack of momentum raises questions.Metals and Commodities led the day, while FMCG and Defense showed clear weakness.Tonight, Neel Parekh decodes whether this tight consolidation is the calm before a breakout—or a sign of hesitation.

Investment Talks - All About Investing
Gap-Up Start… But No Follow-Through. What Is Nifty Hinting At?...12-Dec-25

Investment Talks - All About Investing

Play Episode Listen Later Dec 12, 2025 1:40


The index opened with strong optimism, breaking above the previous three-day high, yet spent the entire session circling around 26,000. Nifty defending both the 50-DEMA and closing above the 20-DEMA adds a neutral-to-positive tone—but the lack of momentum raises questions.Metals and Commodities led the day, while FMCG and Defense showed clear weakness.Tonight, Neel Parekh decodes whether this tight consolidation is the calm before a breakout—or a sign of hesitation.

Investment Talks - All About Investing
Gap-Up Start… But No Follow-Through. What Is Nifty Hinting At?...12-Dec-25

Investment Talks - All About Investing

Play Episode Listen Later Dec 12, 2025 1:40


The index opened with strong optimism, breaking above the previous three-day high, yet spent the entire session circling around 26,000. Nifty defending both the 50-DEMA and closing above the 20-DEMA adds a neutral-to-positive tone—but the lack of momentum raises questions.Metals and Commodities led the day, while FMCG and Defense showed clear weakness.Tonight, Neel Parekh decodes whether this tight consolidation is the calm before a breakout—or a sign of hesitation.

Financial Sense(R) Newshour
David Woo: Fed's Hawkish Cut and the 2026 Big Tech Challenge (Preview)

Financial Sense(R) Newshour

Play Episode Listen Later Dec 11, 2025 2:53


Dec 10, 2025 – Is the AI boom saving the U.S. economy—or setting it up for a crash? FS Insider's Cris Sheridan speaks with David Woo to unpack the Fed's latest “hawkish” rate cut and just how much the US market outlook is riding on continued...

Mining Stock Daily
Tony Greer on the Holiday Market Rotation: Metals Move following FOMC

Mining Stock Daily

Play Episode Listen Later Dec 11, 2025 16:46


Tony Greer and Trevor discuss the today's market, focusing on opportunities in gold and silver, the dynamics of the tech sector, and investment strategies for the upcoming year. They express optimism about the potential for significant gains in precious metals and the implications of recent market movements. The discussion also highlights the upcoming TG Macro Conference and its relevance to market trends. Find more information about the conference HERE.

Mining Stock Daily
District Metals on New Geophysical Data and Exploration Opportunities Outside of Viken

Mining Stock Daily

Play Episode Listen Later Dec 11, 2025 13:27


This conversation provides an update on District Metals, focusing on their recent activities following the lifting of the uranium moratorium in Sweden. CEO Garrett Ainsworth discusses the company's exploration strategies, including the use of MobileMT surveys to identify new anomalies, community engagement efforts, and future plans for drilling and assessments. The dialogue also touches on market reactions and shareholder concerns regarding stock performance.

Mining Stock Daily
Brixton Metals Expands Thorn Footprint: CEO Gary Thompson on the New Tempest Porphyry Discovery

Mining Stock Daily

Play Episode Listen Later Dec 11, 2025 12:59


Brixton Metals CEO Gary Thompson joins the show to break down the company's newest discovery at the Thorn Project in northwestern British Columbia — the Tempest copper-gold-silver porphyry system, announced in early December. This marks the second new porphyry discovery at Thorn in just over a year, following the Catalyst discovery reported in late October (TSX-V: BBB).Drawing on Brixton's latest news release and the company's December 2025 corporate presentation, the discussion outlines how Tempest emerged from a combination of IP geophysics, soil and rock geochemistry, and first-pass drilling. Thompson explains that Tempest hosts a nearly 2 km² IP anomaly, slightly larger than Catalyst's ~1.4 km² footprint, and that both zones lie roughly 2 km apart within what is shaping up to be a multi-center, 8–10 km porphyry corridor at Thorn.Thompson details the results from Hole THN24-601 at Tempest, which cut intervals of porphyry-style veining and alteration with copper-gold mineralization, including intercepts such as 16.6 m of 0.63% CuEq, 27 m of ~0.40% CuEq, and a broader 90 m averaging ~0.33% CuEq. He notes the intriguing near 1:1 gold-to-copper ratio, distinguishing Tempest and Catalyst from the deeper, more copper-dominant Camp Creek system. The geology suggests interlayered reactive and less-reactive volcanic phases, with age-dating underway to determine how these systems relate temporally.The conversation expands to Brixton's broader exploration strategy for 2026:• Additional drilling at Tempest and Catalyst, where large footprints and limited drilling create substantial open-ended potential.• Evaluating deeper targets at Trapper, where notable high-grade gold hits were generated in 2025.• Continued shallow drilling at Camp Creek to follow up on near-surface breccia- and vein-hosted gold-silver-copper zones.• Budget ambitions of roughly $10M, dependent on market conditions.Thompson also provides an update on the Langis Silver Project in Ontario. With silver recently breaking through US$60/oz, Brixton is mobilizing a drill program (targeting mid-January) to extend the high-grade native silver veins around historic workings that previously produced 10.5 Moz at ~25 oz/t. With shallow drilling costs around $200/m, Langis offers high-impact, low-cost exploration upside, with resource delineation now firmly in sight.The episode wraps with expected near-term news flow: remaining drill results from Trapper and Camp Creek, a comprehensive geochemical dataset, and pending high-grade silver assays from Langis in early 2026.

The KE Report
Q2 Metals - The Best Lithium Pegmatite Hole Ever Drilled?

The KE Report

Play Episode Listen Later Dec 11, 2025 10:48


In this company update, we chat with Alicia Milne, President and CEO of Q2 Metals (TSXV: QTWO | OTCQB: QUEXF | FSE: 458), to discuss the exceptional 457m of 1.65% Li₂O drill result from Hole 44 at the Cisco Lithium Project in James Bay - highlighted by many analysts as one of the strongest lithium pegmatite holes ever drilled. Key Discussion Points Hole 44 Breakthrough: Why the 457m intercept stands out and how it extends mineralization beyond the previous exploration target. Growth & Expansion: Step-outs such as holes 63 and 65 confirm the system remains open in multiple directions. Path to Maiden Resource: Over 33,000m drilled to date, with results feeding into a planned Q1 maiden resource and future PEA work. Strong Financial Position: Over $20M in the treasury following a $26M financing, fully funding 2026 drilling and advancement.   If you have any follow up questions for Alicia or would like more information on any aspect of the Company please email me at Fleck@kereport.com.    Click here to visit the Q2 Metals website.    ------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/    Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Financial Sense(R) Newshour
The Geopolitical Gold Rush: Singapore's Strategic Ascent (Preview)

Financial Sense(R) Newshour

Play Episode Listen Later Dec 10, 2025 1:54


Dec 9, 2025 – Rising geopolitical tensions are pushing global capital and institutions to seek out safe havens. Enter Singapore—a strategically neutral powerhouse—and gold, the world's ultimate safe-haven asset. The intersection of these two forces...

Financial Sense(R) Newshour
Silver Spikes Over $60 on Massive Short Covering Rally. What Next?

Financial Sense(R) Newshour

Play Episode Listen Later Dec 10, 2025 16:24


Dec 9, 2025 – Silver has doubled in price this year, surging from below $30 to a record high above $60. On this episode, FS Insider welcomes precious metals expert Bob Coleman—who accurately predicted a major "short-covering rally" in silver...

Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management

December 9, 2025 - Zach discusses the current state of the market, focusing on the performance of various indexes and the opportunities in the metals and value stocks. He emphasizes the importance of understanding risk versus reward in investing, particularly in the context of meme stocks and speculative investments. The conversation also explores the comparison between US and international markets, highlighting the undervaluation of many international assets. Zach critiques companies like Boeing and Carvana, discussing their business models and market positions. He concludes with insights on the future of investing, encouraging listeners to seek out undervalued opportunities.

Trader Merlin
Metals Mania!- 12/09/25

Trader Merlin

Play Episode Listen Later Dec 9, 2025 52:16


Today's markets lit up the precious-metals world, and we're breaking it all down. In this episode, we dive into the big surge in silver, gold, platinum, and more, and what's really driving the sudden momentum across the metals complex. But that's not all—JPMorgan just moved its entire metals-trading desk to Singapore. Why would one of the world's biggest market players shift operations halfway around the world? Regulatory pressure? Market opportunity? Strategic positioning? We'll dig into the institutional logic and what it may signal for global metals trading going forward. If you trade commodities—or just watch how capital flows shape markets—you'll want to hear this one. Listen now:

Stories to Inspire and Inform
Lewis Herms: Gubernatorial Candidate for California, Current events: A new paradigm in leadership through authenticity.

Stories to Inspire and Inform

Play Episode Listen Later Dec 9, 2025 47:14 Transcription Available


www.HermsForCali.comhttps://syronastore.org/?ref=TRUTHSTREAMTruthStream links https://linktr.ee/truthstreamVerity Metals reach out directly to Matthew@veritymetals.com orcel # 480-717-9081http://veritymetals.com/

Circularity.fm
Metals – A highly circular industry

Circularity.fm

Play Episode Listen Later Dec 9, 2025 35:33 Transcription Available


How can the metals sector advance circularity while navigating rising demand, resource scarcity and geopolitical pressure? In this panel from the Circular Valley Forum 2025, industry and policy leaders discuss the opportunities and constraints of creating a more circular metals system. The speakers include Inge Hofkens, COO at Aurubis, Dr. Heike Denecke-Arnold, CEO of Salzgitter Flachstahl, Bruno Pelli from Vale in Brazil, Dr. Ing. Paul Mählitz from the German Mineral Resources Agency (DERA) and Dr. Matthias Koehler, Deputy Director General for Raw Material Policy, Circular Economy and Resource Protection at the German Federal Ministry for Economic Affairs and Climate Action. The panel explores recycling limits, alloying element recovery, the role of scrap in decarbonisation, and how global market dynamics shape European resource strategies. This episode is part of our series in collaboration with Circular Valley and features sessions recorded at the Circular Valley Forum 2025.

Financial Sense(R) Newshour
Beyond Diet: Social Connections and Purpose in Lifespan Extension

Financial Sense(R) Newshour

Play Episode Listen Later Dec 8, 2025 23:05


Dec 8, 2025 – Explore the science of longevity in this compelling discussion between Financial Sense's Jim Puplava and Nick Buettner at Blue Zones. Drawing on extensive research from the world's longest-lived populations, Buettner outlines...

OTCQB Podcast
Q2 Metals Corp.

OTCQB Podcast

Play Episode Listen Later Dec 8, 2025 6:58


Q2 Metals Corp. (OTCQB: QUEXF) is a Canadian mineral exploration company focused on the Cisco Lithium Project located within the greater Nemaska traditional territory of the Eeyou Istchee Territory, James Bay, Quebec. Neil McCallum, VP of Exploration at Q2 Metals, joins us to highlight the company's progress at the Cisco Lithium Project in Quebec's James Bay region. With exceptional drill results and plans for an initial resource estimate, Q2 is advancing one of the district's most promising new lithium discoveries toward becoming a world-class asset. 

Financial Sense(R) Newshour
Electricity Wars: Ukraine, Data Centers, and Swinging Elections

Financial Sense(R) Newshour

Play Episode Listen Later Dec 6, 2025 46:33


Dec 5, 2025 – What if the future of war, politics, and your electric bill were all connected? In this must-hear conversation, veteran host Jim Puplava sits down with acclaimed energy expert and author Robert Bryce to expose the hidden battle for...

The Scrap Metal Podcast
Ep 98: Bass Player Blind Ranking

The Scrap Metal Podcast

Play Episode Listen Later Dec 6, 2025 51:50


We got the low end covered! Listen as hosts Jon Von Frankenstein and Metal Thrashin' Chris blind rank some of Rock and Metals most legendary Bassists! Will your favorites make the cut? Listen to find out!For companion playlists of every new episode, check the link in our Instagram bio! You'll get to discover every artist and song we discuss right along with us!Follow us on YouTube @ TheScrapMetalPodcast, Instagram @ ScrapMetalPodcast and on TikTok @ TheScrapMetalPodcast! Help us visit more cities on our World Tour by leaving a 5 star review! This show is made possible by metal heads like you!

The Korelin Economics Report
Brian Leni & Dana Lyons – Silver Euphoria, Copper's Next Leg & Market Risk Signals

The Korelin Economics Report

Play Episode Listen Later Dec 6, 2025


This KE Report Weekend Show kicks off with Brian Leni laying out a contrarian roadmap for investors caught up in silver's explosive move above $50,...

The Wright Report
05 DEC 2025: Pipe Bomber Caught, FBI Sat on Evidence // Cheap Killer Drones Go Live // Trump Pays Illegals to Leave, Saves Cash // W.H. Faces Pardon Backlash // US Beats EU on Metals // AI Strikes Geothermal Gold!

The Wright Report

Play Episode Listen Later Dec 5, 2025 24:56


Donate (no account necessary) | Subscribe (account required) Today on The Wright Report, Bryan covers the long-delayed arrest of the 2021 Capitol pipe bomber suspect, rising political tension over a Pentagon narco boat strike, new low-cost American kamikaze drones, Trump's self deportation strategy for illegal aliens, growing backlash over recent presidential pardons, and major breakthroughs in geothermal energy and rare earth mineral competition.   "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: Capitol pipe bomber arrest, Brian Cole Jr., Pentagon narco boat strike, LUCAS drone, Trump immigration policy, self deportation, presidential pardons, rare earth minerals, geothermal energy, Zanskar, Oregon drilling test

Financial Sense(R) Newshour
John Roque: Big Tech, Silver's Moonshot, and 2026 Market Setups

Financial Sense(R) Newshour

Play Episode Listen Later Dec 5, 2025 27:15


Dec 5, 2025 – Wondering where the stock market is headed as we wrap up the year—and what could be in store for 2026? Financial Sense's Jim Puplava speaks with veteran market strategist John Roque at 22V Research as they dive into...

Financial Sense(R) Newshour
Uranium's Next Boom: Woody Preucil on US, Global Push to Nuclear Power (Preview)

Financial Sense(R) Newshour

Play Episode Listen Later Dec 5, 2025 3:17


Dec 2, 2025 – Is uranium the next big investment? Discover why global energy shifts, tech-driven demand, and supply shortages could spark an ongoing uranium bull market. 13D's Woody Preucil discusses the future of nuclear and where...

The Options Insider Radio Network
TWIFO 476: Is Taylor Swift Hunt-ing Silver?

The Options Insider Radio Network

Play Episode Listen Later Dec 5, 2025 61:03


In this action-packed episode of This Week in Futures Options (TWIFO), host Mark Longo and special guest Dan Gramza (Gramza Capital Management) break down the massive volatility and unexpected price movements across commodity and futures options markets. We conduct a detailed futures options analysis on the shocking, explosive rip in Silver, which is now the best-performing asset tracked by the show this year. We also dive into the highly active Natural Gas (NG) market, discussing key support levels and the shifting landscape of global LNG demand. Plus, we address the viral audience theory: Is Taylor Swift cornering the silver market?

CruxCasts
Abitibi Metals (CSE:AMQ) - High-Grade Copper-Gold Discovery Gains Momentum in Quebec

CruxCasts

Play Episode Listen Later Dec 5, 2025 19:52


Interview with Jon Deluce, Founder & CEO of Abitibi Metals Corp.Our previous interview: https://www.cruxinvestor.com/posts/abitibi-metals-cseamq-high-grade-copper-expansion-project-in-canada-7823Recording date: 4th December 2025Abitibi Metals Corp. (CSE:AMQ) is rapidly emerging as a compelling copper-gold story in Quebec's prolific mining belt, with CEO Jon Deluce outlining a disciplined growth strategy centered on the company's flagship B26 deposit. After drilling over 25,000 meters in 2025, the company is targeting a substantial resource update to 25-30 million tons in 2026, up from the current 2+ million ounce gold equivalent resource.The drilling program has delivered exceptional results, including intercepts of 18% copper equivalent over 6.3 meters with 6 grams per ton gold, and 4.5% copper equivalent over 21 meters. These world-class grades demonstrate the deposit's polymetallic nature and draw comparisons to the historic Selbaie mine located just 7 kilometers away, which produced 53 million tons over two decades.Strategic capital management has been central to Abitibi's approach. The company recently completed a bought deal financing through BMO at 35 cents per share—a 65% premium to the September market price—with no warrants attached. This structure attracted institutional investors and built the treasury to $23-24 million, funding 45,000 meters of drilling through 2027 while maintaining a clean capital structure.With a market capitalization of $65 million and an enterprise value of just $40 million, Deluce believes the company remains undervalued relative to its resource potential. The 2026 exploration strategy balances systematic resource expansion through 150-meter infill drilling with aggressive 600-meter step-outs designed to test whether B26 could reach tier-one scale comparable to Selbaie's 60-million-ton endowment.Management has assembled an experienced advisory board including Victor Cantore, Craig Parry, and Shane Williams, positioning the company for Quebec's active M&A environment. Rather than accepting dilutive 20% strategic investments, Abitibi is selectively pursuing a 5% partnership with a Quebec producer that would provide validation without eliminating competitive tension or capping shareholder upside as the copper market potentially enters a sustained bull phase.View Abitibi Metals' company profile: https://www.cruxinvestor.com/companies/abitibi-metalsSign up for Crux Investor: https://cruxinvestor.com

CruxCasts
ValOre Metals (TSXV:VO) - Pedra Branca PEA + Transformational M&A Mark New Growth Phase

CruxCasts

Play Episode Listen Later Dec 5, 2025 26:19


Interview with Nick Smart, CEO of ValOre Metals Corp.Our previous interview: https://www.cruxinvestor.com/posts/valore-metals-tsxvvo-pitch-perfect-november-2025-8623Recording date: 3rd December 2025ValOre Metals is executing an ambitious transformation from single-asset platinum-palladium explorer into an integrated precious metals producer operating across Brazil. Under CEO Nick Smart—an Anglo American veteran with 21 years of experience building and commissioning operations globally—the company is pursuing a dual-track strategy: advancing the flagship Pedra Branca PGM project towards production whilst acquiring near-term cash-flowing assets to accelerate transformation into a diversified producer.The platinum-palladium market has shifted dramatically from anticipated decline to structural deficit. Contrary to earlier predictions that electric vehicles would eliminate PGM demand, hybrid vehicles—now representing a larger automotive segment than pure EVs—actually require higher loadings of platinum and palladium in autocatalysts due to smaller engines operating at lower temperatures. This has created steady demand whilst years of low prices discouraged new supply investment.South Africa holds 90% of global PGM resources, but ageing deep-level operations face mounting operational challenges and costs. With relatively few development-stage projects globally and extended timelines for new supply even once financed, the supply deficit appears structural. Global platinum production approximates 6 million ounces annually—a fraction of gold's 120 million ounces—meaning modest demand shifts drive significant price impacts. Industrial catalyst applications and jewellery substitution for record-priced gold provide additional demand support.ValOre's Pedra Branca project in Ceará State, Brazil, offers compelling economics compared to traditional PGM operations. Most significantly, mineralisation extends to surface, enabling open-pit mining rather than the expensive 600-800 metre deep underground operations characterising South African production. This provides substantial cost advantages—open-pit mining is cheaper and faster to develop than underground operations requiring massive shaft infrastructure investment.The Pedra Branca project holds a 2.2 million ounce inferred resource at 1.08 grams per tonne, with higher-grade ore near surface providing advantages for early production economics. The asset spans 50,000 hectares with mineralisation extending over 80 kilometres, suggesting expansion potential. Infrastructure advantages—stable jurisdiction, excellent access, supportive government policies—compound the geological benefits.Accelerated Development PathwayValOre is leveraging Brazil's trial mining licensing programme, which allows demonstration-scale operations at approximately one-tenth of planned full capacity. For Pedra Branca, targeting eventual production of 150,000 ounces annually, the trial mining phase would operate at approximately 15,000 ounces per annum. Following a preliminary economic assessment by end-2026 and an 18-month construction period, the company expects H2 2028 production. This phased approach reduces capital intensity, enables operational refinement, and generates cash flow supporting subsequent expansion.ValOre is actively pursuing Brazilian precious metal projects (particularly gold assets) that have completed trial mining but require capital for full production. The company targets acquisitions in early 2026 that would provide production that same year, ramping through 2027-2028 as Pedra Branca advances. As a Discovery Group-backed entity with North American capital access, ValOre can provide financing that Brazilian-domiciled companies struggle to secure.Acquiring projects with existing operational teams, completed engineering work, and functioning demonstration plants accelerates production whilst building internal capability. This dual-track approach—near-term production via M&A alongside Pedra Branca development—aims to transform ValOre from explorer to diversified producer within compressed timeframes across multiple Brazilian operations, establishing production profile whilst maintaining leverage to potential PGM price recovery.View ValOre Metals' company profile: https://www.cruxinvestor.com/companies/valore-metalsSign up for Crux Investor: https://cruxinvestor.com

This Week in Futures Options
TWIFO 476: Is Taylor Swift Hunt-ing Silver?

This Week in Futures Options

Play Episode Listen Later Dec 5, 2025 61:03


In this action-packed episode of This Week in Futures Options (TWIFO), host Mark Longo and special guest Dan Gramza (Gramza Capital Management) break down the massive volatility and unexpected price movements across commodity and futures options markets. We conduct a detailed futures options analysis on the shocking, explosive rip in Silver, which is now the best-performing asset tracked by the show this year. We also dive into the highly active Natural Gas (NG) market, discussing key support levels and the shifting landscape of global LNG demand. Plus, we address the viral audience theory: Is Taylor Swift cornering the silver market?

Mining Stock Daily
Kingfisher Metals Continues Consolidation in the Golden Triangle

Mining Stock Daily

Play Episode Listen Later Dec 4, 2025 18:00


CEO Dustin Perry of Kingfisher Metals discusses the company's recent acquisition of the Forest Kerr Project in British Columbia's Golden Triangle. He highlights the strategic importance of this acquisition, the geological potential of the area, and the company's plans for exploration and drilling. Perry also provides updates on ongoing projects at Highway 37, emphasizing the significance of upcoming assay results and the potential for major discoveries in the region.

The KE Report
District Metals - New Large-Scale Uranium Targets In Sweden & Answering Your Questions On Share Price Correction and Valuation

The KE Report

Play Episode Listen Later Dec 4, 2025 21:04


In this update, Garrett Ainsworth, President and CEO of District Metals (TSX.V:DMX | OTCQX:DMXDF | Nasdaq First North:DMXSE SDB), addresses the recent stock sell-off and multiple new large and high priority targets across their Swedish uranium assets. Key Discussion Points: New Target Generation - Large Mobile MT surveys across Alum Shale properties highlighting large drill targets. 2026 Exploration Path - Permit timing, priority zones, and shallow/scalable drill programs. Share-Price Volatility - Garrett addresses the ~50% stock pullback, confirming the Company holds $9M CAD in cash and has no need for short-term financing, despite market rumors. Valuation Disconnect - DMX trades at $0.08/lb (Inferred U3O8) versus the peer average of $3.44/lb.   If you have any follow up questions for Garrett please email me at Fleck@kereport.com.   Click here to visit the District Metals website to learn more about the Company.   Note - District Metals is now traded on the OTCQX. The uplisting from the OTQB was announced on November 12. ------------------------ For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Financial Sense(R) Newshour
Dr. Ed Yardeni: Roaring 2020s Could Drive Both Gold and S&P 500 to 10,000 (Preview)

Financial Sense(R) Newshour

Play Episode Listen Later Dec 3, 2025 3:00


Dec 2, 2025 – Market strategist Dr. Ed Yardeni joins FS Insider's Cris Sheridan to discuss his bullish outlook, including a 10,000 target for the S&P 500 by 2029. Yardeni, known for his “Roaring 2020s” thesis, highlights strong economic and...

Mises Media
Metals, Black Swans, and the Next Bust

Mises Media

Play Episode Listen Later Dec 3, 2025


In a special midweek episode of the Minor Issues podcast, Mark Thornton appears on Palisades Gold Radio with Stijn Schmitz. Mark argues that gold's surge isn't a fad: it's a market verdict on runaway deficits, central-bank credibility, and fiat money itself. He also explains why manipulated rates breed booms, busts, and inequality, while sound money and decentralization restore real signals.The original episode ("Dr. Mark Thornton: Early Innings for Gold, Silver Manipulation, Black Swans & Failing Markets") is available at https://www.youtube.com/watch?v=c2FUnca1q3cBe sure to follow Minor Issues at https://Mises.org/MinorIssues

Financial Sense(R) Newshour
Year-End Tax Planning: Key Moves to Maximize 2025 Benefits

Financial Sense(R) Newshour

Play Episode Listen Later Dec 2, 2025 19:28


Dec 1, 2025 – As year-end approaches, prioritize Roth conversions before December 31st to capitalize on low tax rates. Complete critical actions like 529 contributions, gifting, RMDs, and charitable distributions by year-end to ensure tax benefits...

A Correction Podcast
Best of: Dennis O. Flynn on The World that Silver Created

A Correction Podcast

Play Episode Listen Later Dec 2, 2025


Dennis O. Flynn is the Alexander R. Heron Professor of Economics at the University of the Pacific. He has published since 1978 dozens of essays on global monetary history, fifteen of which have been reproduced in World Silver and Monetary History in the Sixteenth and Seventeenth Centuries (Variorum, 1996). He has co-edited Metals and Monies in an Emerging Global Economy (Variorum 1997), Studies in the Economic History of the Pacific Rim (Routledge, 1998), Pacific Centuries: Pacific and Pacific Rim History Since the 16th Century (Routledge, 1999), European Entry into the Pacific: Spain and the Acapulco-Manila Galleons (Variorum, 2001), Studies in Pacific History: Economics, Politics, and Migration (Ashgate, 2002), and Studies in Global Monetary History, 1470–1800 (Ashgate, 2002). He is co-General Editor of a 19-volume series, The Pacific World: Lands, Peoples, and History of the Pacific, 1500–1900 (Variorum/Ashgate, 2001–2004). His collaborative research with Arturo Giráldez has been featured in the New York Times (2 December 2000) and The Economist (25 August 2001). DONATE TODAYA note from Lev:I am a high school teacher of history and economics at a public high school in NYC, and began the podcast to help demystify economics for teachers.  The podcast is now within the top 2% of podcasts worldwide in terms of listeners (per Listen Notes) and individual episodes are frequently listed by The Syllabus (the-syllabus.com) as among the 10 best political economy podcasts of a particular week.  The podcast is reaching thousands of listeners each month.  The podcast seeks to provide a substantive alternative to mainstream economics media; to communicate information and ideas that contribute to equitable and peaceful solutions to political and economic issues; and to improve the teaching of high school and university political economy. Best, Lev

Tech Path Podcast
Silver Going PARABOLIC!… and Tokenized Silver Could Take It Even Higher!

Tech Path Podcast

Play Episode Listen Later Dec 2, 2025 22:45 Transcription Available


Investor interest in precious metals has surged, partly driven by concerns over rising debt levels in major economies. Silver (XAG) is outperforming Bitcoin in terms of retail interest, breaking multi-decade records and prompting investors to explore a new frontier: tokenized silver.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!GUEST: Richard Boccius -Head of Communication & Growth at Denario SwissBuy Silver on Denario App➜ https://bit.ly/DenarioSilver00:00 00:08 Sponsor: Tangem00:53 Silver all-time High!01:20 CME Halt Recap02:39 Denario CEO Called-It03:10 Silver Easily Heading to $10006:25 Supply Shock Happening?08:30 China vs Bitcoin09:08 Tokenized Gold flipping Bitcoin?10:14 Silver vs Gold10:30 Tokenized Silver Market14:29 Denario App Launching16:09 Tether & Paxos Silver Incoming16:45 People Demanding Tokenized Silver Now18:20 Cross-Chain To Solana & XRP?19:08 Gold Trending on Solana19:30 Chain Reaction Catalysts22:07 outro#Silver #Crypto #ethereum~Silver Going PARABOLIC!… and Tokenized Silver Could Take It Even Higher!

CruxCasts
Lifezone Metals (NYSE:LZM) - Kabanga Nickel Project Targets Late 2026 FID

CruxCasts

Play Episode Listen Later Dec 2, 2025 38:55


Interview with Ingo Hofmaier, CFO of Lifezone MetalsOur previous interview: https://www.cruxinvestor.com/posts/lifezone-metals-nyselzm-tanzania-nickel-developer-boosts-resource-by-20-amid-ev-metals-push-6482Recording date: 24th November 2025Lifezone Metals (NYSE:LZM) is positioning its Kabanga nickel project in Tanzania as a strategic Western-aligned alternative to Indonesian supply dominance, following the successful acquisition of BHP's 17% stake through a deferred payment structure. CFO Ingo Hofmaier detailed the company's progress toward a final investment decision (FID) targeted for late 2025, highlighting how decades of exploration work and recent infrastructure improvements have transformed the project's development prospects.The July 2025 feasibility study marked a watershed moment, providing the first public financial analysis of the deposit in its 50-year history. The numbers demonstrate compelling economics: a $1.6 billion after-tax NPV, 23.3% IRR, and 4.5-year payback period, with all-in sustaining costs of $3.36 per pound net of byproduct credits. The deposit contains approximately 50 million tons of reserves at 1.9-2% nickel grades, with valuable copper and cobalt byproducts that position Kabanga in the lower quartile of the global cost curve.Infrastructure improvements have fundamentally de-risked the project. Tanzania's new standard-gauge railway from Dar es Salaam to Lake Victoria addresses historical logistics concerns, while three new hydropower stations provide grid connection with 95-98% availability. These developments eliminate the power and transportation constraints that previously hindered development efforts.Lifezone secured a $60 million bridge facility with Taurus Mining in August 2025, funding execution readiness activities while the company advances project financing discussions. The high-grade nature of the deposit supports a targeted 60/40 debt-to-equity financing structure for the $950 million to $1.2 billion capital requirement. Advanced discussions with the U.S. Development Finance Corporation, European export credit agencies, and Mineral Security Partnership members reflect Western government recognition of Kabanga's strategic importance amid 70-80% Indonesian supply concentration and associated geopolitical concerns.The company's proprietary hydrometallurgical processing technology offers environmental advantages over conventional smelting, eliminating sulfur dioxide emissions while leveraging the ore's 30% sulfur content to avoid purchasing sulfuric acid—a significant cost advantage over Indonesian laterite operations.View Lifezone Metals' company profile: https://www.cruxinvestor.com/companies/lifezone-metalsSign up for Crux Investor: https://cruxinvestor.com

Financial Sense(R) Newshour
Ken Rogoff on “Our Dollar, Your Problem”: Debt, China, and the Dollar's Fragile Reign

Financial Sense(R) Newshour

Play Episode Listen Later Nov 28, 2025 34:08


November 28, 2025 – Is the dollar's reign under threat? Jim Puplava interviews Harvard's Kenneth Rogoff on “Our Dollar, Your Problem,” discussing how US debt, political division, China's yuan, and crypto challenge dollar dominance and why...

Financial Sense(R) Newshour
Dr. Alan D Thompson: AGI by 2026 (Preview)

Financial Sense(R) Newshour

Play Episode Listen Later Nov 27, 2025 3:18


Nov 26, 2025 – Humanoid robots are on the verge of an “iPhone moment”—and the AI revolution is accelerating faster than ever. In this fascinating interview, Cris Sheridan and AI expert Dr. Alan D. Thompson explore how robots are mastering...

Palisade Radio
Christopher Whalen: Gold Revaluation, Why AI-Narratives Are False & The Inflationary Boom

Palisade Radio

Play Episode Listen Later Nov 26, 2025 41:12


Stijn Schmitz welcomes Christopher Whalen to the show. Christopher Whalen is an Investment Banker, Author, and Chairman Whalen Global Advisors. The discussion centers on the current economic landscape, with a particular focus on gold, monetary policy, and the future of the global financial system. Whalen argues that the world is in the early stages of a gold up-cycle, primarily driven by central banks increasingly adopting gold as a key reserve asset. He emphasizes that while the US dollar remains crucial for global trade, its dominance is gradually shifting. Whalen provides insights into the current economic challenges, highlighting inflation as a significant concern. He suggests that the federal deficit and monetary expansion are primary drivers of economic instability. The conversation explores the potential for alternative monetary approaches, including gold-linked bonds and revaluing gold stocks, though Whalen remains skeptical about a complete return to a gold standard. Regarding global currency dynamics, Whalen believes the BRICS settlement currency and attempts to challenge the US dollar’s supremacy are unlikely to succeed in the near term. He argues that the dollar’s utility in financing transactions and its widespread acceptance make it difficult to replace. However, he anticipates a gradual decline in the dollar’s global share, moving towards a more multilateral system reminiscent of the pre-World War II era. On investment strategies, Whalen recommends diversification, particularly advocating for 10-20% of portfolios to be allocated to gold. He is cautious about current equity markets, especially tech stocks driven by artificial intelligence hype. The banking sector presents mixed prospects, with consumer banking relatively stable but commercial real estate posing significant challenges. Ultimately, Whalen remains optimistic about the United States’ economic potential. He believes the country’s natural resources, economic flexibility, and inherent strengths will help manage current financial challenges. The discussion concludes with a nuanced view of economic transformation, suggesting adaptation rather than catastrophic decline. Timestamps: 00:00:00 – Introduction 00:00:54 – Gold’s Long-Term Cycle 00:01:21 – Central Banks Buying Gold 00:03:13 – Inflation and AI Hype 00:05:44 – Monetary Inflation Defined 00:07:04 – Metals as Safe Havens 00:11:13 – Commodity Supercycle Thesis 00:13:03 – Treasury Debt Issuance Strategy 00:15:44 – Gold-Linked Bonds Proposal 00:19:12 – Gold Remonetization Incentives 00:21:36 – BRICS Currency Challenge 00:26:56 – Outgrowing US Debt 00:32:41 – Equities in Inflation 00:36:26 – Banking Sector Health 00:38:32 – Concluding Thoughts Guest Links: Website: https://www.rcwhalen.com/ X: https://x.com/rcwhalen Books (Amazon): https://tinyurl.com/mv3wctcr LinkedIn: https://www.linkedin.com/in/rcwhalen/ Over three decades, Chris has worked as an author, financial professional, and journalist in Washington, New York, and London. After graduating, he served under Rep. Jack Kemp (R-NY) at the House Republican Conference Committee. In 1993, he was the first journalist to report on secret FOMC minutes concealed by Alan Greenspan. His career included roles at the Federal Reserve Bank of New York, Bear Stearns & Co., Prudential Securities, Tangent Capital, and Carrington Mortgage Holdings. Christopher holds a B.A. in History from Villanova University. He is the author of three books: “Ford Men: From Inspiration to Enterprise” (2017), published by Laissez Faire Books; “Inflated: How Money and Debt Built the American Dream” (2010) by John Wiley & Sons; and co-author of “Financial Stability: Fraud, Confidence & the Wealth of Nations,” also with Wiley. He served on FINRA’s Economic Advisory Committee from 2011 to 2023 and was an advisor on Season 5 of SHOWTIME's “Billions.” Additionally, he was a fellow at Indiana State University (2008-2014), a member of Villanova School of Business' Finance Department Advisory Council (2013-2016), and a board member of the Global Interdependence Center (2017-2019). Christopher edits The Institutional Risk Analyst and contributes to other publications and forums. He has testified before Congress, the SEC, and FDIC. A regular media commentator on CNBC, Bloomberg, and Fox News, Chris is active on social media under “rcwhalen.” He is also a member of The Mortgage Bankers Association and The Lotos Club of New York.

The John Batchelor Show
106: Commodities, AI Demand, and UK Political Turmoil Guest: Simon Constable Simon Constable reported on market trends with energy prices significantly down but metals like copper and steel consistently higher, reflecting strong demand particularly for AI

The John Batchelor Show

Play Episode Listen Later Nov 20, 2025 11:19


Commodities, AI Demand, and UK Political Turmoil Guest: Simon Constable Simon Constable reported on market trends with energy prices significantly down but metals like copper and steel consistently higher, reflecting strong demand particularly for AI data center construction, while future chocolate prices are projected to rise due to "transcontinental climate change" linking Amazon deforestation to political instability in major cocoa regions like the DRC, and in UK politics, Prime Minister Sir Keir Starmer faces constant internal revolts and distrust due to policy flip-flops, tax increases, and failure to solve the immigration problem. 1911 HAVANA. USS MAINE