Podcasts about metals

Nov 14, 2025 – Are the days of tech dominance numbered? In this wide-ranging discussion, Jim Puplava and Greg Weldon warn that the so-called Mag 7 tech stocks are faltering, jeopardizing narrow market leadership and exposing investors to...

Nov 14, 2025 – Are the Magnificent 7 tech stocks losing their crown? In this timely interview, Jim Puplava sits down with Market Gauge's Mish Schneider to decode the major rotations shaking the markets...

Nov 14, 2025 – Amid mounting concerns about market liquidity, Financial Sense's Chris Puplava explains why the Federal Reserve may soon intervene to stabilize short-term funding. As the Fed shrinks its balance sheet, reserves risk falling from “ample” to...

This is my first podcast with Adrian Godas and I am so excited to share it with you. Adrian is one of the OGs that helped me learn the mining industry. He answered all my dumb questions, provided actionable investment ideas, and was a wealth of knowledge on the deep roots of mining history. In this episode, we dive deep into: The history of miningAdrian's new role at Fast MarketsAlphamin $AFMDistrict Metals $DXMValeura Energy $VLEAnd more! You are going to love it. Big thanks to the sponsors as well!MitimcoThis episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!TegusTegus has the world's largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you're interested, head on over to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tegus.co/valuehive⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for a free trial to see for yourself.TIKRTIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

November 13, 2025 – Robots are leaving the realm of science fiction and entering our homes, transforming everyday life. Today, on FS Insider, Cris Sheridan interviews Nick Pardini at Davos Investment Group about the rapid advancements in autonomous robotics and their societal impact. They discuss how breakthroughs in robotics, combined with AI, are making household tasks like cleaning, cooking,...

In September, Fuerte Metals announced the acquisition of the Coffee gold project in Yukon from Newmont. CEO Tim Warman joined MSD to shares some insights from the deal and the acquisition. We talk about the entrance of the company in Yukon, its relationship with the communities and first nations, and how the company will continue to develop the project throughout 2026.

Nov 10, 2025 – Struggling with sleep? Discover how the lighting in your home might be subtly impacting your health in this enlightening discussion between Dr. Mike Haga and Jim Puplava, as they delve into the latest research on light spectrum and intensity...

Nov 11, 2025 – Curious about the future of U.S. housing? Dr. Selma Hepp, Chief Economist at Cotality, dissects the latest data and forecasts for the U.S. housing market. Dr. Hepp notes a continued slowdown in home price appreciation...

Nov 7, 2025 – Financial Sense welcomes Marc Chandler, chief strategist at Bannockburn Capital Markets, to discuss the outlook for the US dollar, why a gold revaluation to market prices makes sense, and his broader outlook for...

Nov 7, 2025 – What if the United States is barreling toward a debt crisis that no one in Washington wants to acknowledge? In this urgent discussion, Cris Sheridan and Jim Puplava break down the alarming math behind America's fiscal future...

Nov 7, 2025 – AI and market concentration are reshaping Wall Street—and investors should beware. Financial Sense Newshour's Jim Puplava and Jim Welsh at Macro Tides dissect the recent pullback in major indexes, the outsized influence of...

HOST: Mark Longo, The Options Insider CME HOT SEAT: Erik Norland, CME Group In this episode, Mark and Erik discuss recent developments in the futures and options market. They cover a wide array of topics, including the impacts of macroeconomic policies on gold and precious metals, the rise of cryptocurrencies like Solana and XRP, and recent movements in the equities and small-cap index. They also delve into new research regarding the Mexican equity market as a diversification opportunity and have an interesting dialogue about the validity of the Phillips Curve in modern economics. The episode provides a comprehensive overview of volatility, trading activity, and market trends in various asset classes. Moreover, the show features insightful discussions on key trades, skews, and the underlying dynamics driving the current market scenario.

HOST: Mark Longo, The Options Insider CME HOT SEAT: Erik Norland, CME Group In this episode, Mark and Erik discuss recent developments in the futures and options market. They cover a wide array of topics, including the impacts of macroeconomic policies on gold and precious metals, the rise of cryptocurrencies like Solana and XRP, and recent movements in the equities and small-cap index. They also delve into new research regarding the Mexican equity market as a diversification opportunity and have an interesting dialogue about the validity of the Phillips Curve in modern economics. The episode provides a comprehensive overview of volatility, trading activity, and market trends in various asset classes. Moreover, the show features insightful discussions on key trades, skews, and the underlying dynamics driving the current market scenario.

Nov 5, 2025 – What if the biggest financial shift of our generation isn't about stocks or bonds, but about returning to real money? In this compelling conversation, Cris Sheridan interviews precious metals specialist Alan Hibbard about the future of gold, silver, and Bitcoin...

Ever wondered how metals like gallium, terbium, and germanium could power both the future—and your portfolio? In this episode, Jack talks with Louis O'Connor of Strategic Metals Invest about how "strategic metals" are driving the energy transition, AI, robotics, and even defense systems. They unpack why China's dominance in rare earths could spark the next global race—and how private investors can actually get a piece of it. This one's a fascinating dive into an overlooked market that's critical to modern technology and the global economy.   Check out Strategic Metals Invest here: https://strategicmetalsinvest.com/  

Heliostar Metals published results of its preliminary economic assessment for the underground mine development of the Ana Paula Project in Mexico. Solaris Resources announced results for the prefeasibility study with an updated mineral resource estimate for the Warintza Project in Ecuador. Minera Alamos published  an update on the development plans underway for its 100% owned Copperstone Mine gold project in Arizona. Drill results from both Awalé Resources and Idaho Strategic Resources.This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

HOST: Mark Longo, The Options Insider Media Group GUEST HOST: Dan Gramza, Gramza Capital Management In this episode, Mark Longo and Dan Gramza explore the latest activities in various futures markets, including stocks, currencies, interest rates, metals, and commodities like crude oil, natural gas, soybeans, and more. Key highlights include market movements, technical analysis, and predictions for future trends. Listener questions about crypto sell-offs and specific commodity movements are also addressed.

In this KE Report Company Update, Garrett Ainsworth, President and CEO of District Metals (TSX-V:DMX - OTCQB:DMXCF - Nasdaq First North:DMXSE SDB), joins us to discuss the historic repeal of Sweden's uranium exploration and mining moratorium - a transformative move opening major opportunities across the company's Swedish portfolio. Key Discussion Highlights: Moratorium Repealed: Sweden officially ends its uranium ban, with new laws effective January 1, 2026. Major Boost for District Metals: The change allows full advancement of uranium-rich projects, including Viken and the portfolio of uranium projects. Next Steps: 2026 plans include drilling key targets, a PEA on Viken, and expanded field programs. Well-Funded: C$9M in cash plus C$2.7M in potential warrant proceeds. Strategic Optionality: Open to partnerships on non-core assets while advancing Viken 100%. Sector Momentum: Strong industry interest as new players move into Sweden's uranium sector. 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   -------------------- 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.

Nov 4, 2025 – How is China pulling ahead in the global tech race—and what does it mean for the future? Cris Sheridan interviews Rich Turrin, renowned fintech influencer and author, on the dramatic contrasts between China and the US in tech...

This year in the U.S., steel manufacturers will produce more than 71 million tons of steel – enough to build nearly 200 Empire State buildings. It's a stunning statistic, but not surprising. The steel industry has fueled economic growth and innovation in America since the early 1800s.  But for every ton of conventional steel produced, two tons of CO2 are emitted, making the coal industry responsible for about 7% of global emissions.  Steel is widely known as one of those "hard to decarbonize" industries. But Boston Metal's innovations are pointing the way forward to a net-zero steel industry that relies on renewable power instead of coal.   In this episode, Lara Pierpoint talks with Tadeu Carneiro, CEO of Boston Metals, about the company's first commercial facility in Brazil -- a facility that aims to reach industrial-scale production by 2030. And Lara asks Tadeu how his team developed and scaled a technology he calls “harder than keeping an ice cream cone frozen in hell.” Credits: Hosted by Lara Pierpoint. Produced and edited by Stephen Lacey and Anne Bailey. Technical direction by Sean Marquand. Stephen Lacey is executive editor.The Green Blueprint is a co-production of Latitude Media and Trellis Climate. Subscribe on Apple, Spotify, or anywhere you get podcasts. For more reporting on the companies featured in this show, subscribe to Latitude Media's newsletter.

In Part 2, Mark Crandall relives the events that led to the founding of Glencore and Trafigura. Why did Claude Dauphin go his separate way and what was the founding vision for Trafigura? How had Marc Rich already set the vision for the trading houses which would lead to their domination? How has that dominance led to almost insurmountable barriers to entry for aspiring competitors today? And what was it about these singular individuals that led to their success?

Garrett Ainsworth, CEO of District Metals, joins the pod to discuss the significant decision by the Swedish parliament to lift the uranium mining moratorium. This historic event opens up new opportunities for the company, particularly regarding the Viken deposit. Ainsworth discusses the strategic plans for the Viken project, the regulatory landscape, and the exploration of new properties, including the potential for vanadium and other critical metals mining. The conversation also touches on market valuation and the future potential of District Metals in the context of global demand for critical minerals.

In this KE Report company update - recorded live from the floor of the New Orleans Investment Conference - I speak with Stephen Soock, VP of Investor Relations and Development at Heliostar Metals (TSX.V:HSTR - OTCQX:HSTXF - FSE:RG1). A former mining analyst turned executive, Stephen shares his perspective on valuing and growing a junior producer now generating cash flow. Key Discussion Highlights: Career Shift: From mining engineer and Bay Street analyst to VP at Heliostar. Company Transition: Now producing in Mexico and advancing the Ana Paula Gold Project toward ~100k oz/year by 2028. Valuation View: Sees Heliostar as an organically funded developer, using cash flow to de-risk growth. NAV & Gold Prices: Balancing realistic discount rates with conservative long-term pricing. Mexico Operations: Positive experience under the current administration with continued permitting progress. Growth Plans: Targeting 500k oz/year by decade's end through internal growth and selective acquisitions. M&A Landscape: Industry consolidation creating space for new mid-tier producers like Heliostar. Please email me at Fleck@kereport.com with any follow up questions for Charles.    Click here to visit the Heliostar Metals website to learn more about the Company   -------------- 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.

Oct 6, 2025 – Are your charitable donations about to get more expensive? Sweeping new tax laws could soon change how much you save—and how much you give. Crystal Colbert, Senior Wealth Advisor at Financial Sense Wealth Management, discusses...

This week's episode features Lundin Mining President and CEO Jack Lundin in conversation with host Adrian Pocobelli on the major challenges facing miners as the world races to secure critical minerals. Lundin shares his insights on managing a global mining company, the looming copper market deficit, and his unique experience running in the World's Deepest Marathon at Boliden's Garpenberg zinc mine in Sweden. Organized by education company BecomingX, the International Council on Mining and Metals and Boliden, the event is poised to set Guinness World Records for the deepest marathon and the deepest underground marathon distance run, pending final verification. All this and more with host Adrian Pocobelli. This week's Spotlight features Becker Mining Systems Canada CEO Albert Bower on the company's cutting edge communications technologies for both overground and underground mining, as well as how artificial intelligence is helping improve outcomes on mine sites. To learn more, visit: https://www.becker-mining.com/ “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

Trevor Hall interviews Gerard Barron, CEO of The Metals Company (TMC), focusing on the emerging field of deep sea mining, particularly the NORI-D project in the Clarion Clipperton Zone. They discuss the potential of polymetallic nodules as a critical mineral resource, the exploration and resource definition processes, the technical challenges faced, and the geopolitical landscape surrounding deep sea mining. Barron emphasizes the importance of reindustrialization in the USA and the need for new processing facilities to support domestic supply chains. The conversation also touches on risk management strategies and the future outlook for TMC and the deep sea mining industry.

District Metals Corp. (OTCQB: DMXCF) is an explorer and developer of mineral properties through a disciplined science-based approach, with primary assets in Sweden. Garrett Ainsworth, CEO and President of District Metals, joins us to discuss how the company is advancing its exploration strategy in Sweden, with a focus on uranium and critical raw materials. Leveraging cutting-edge geoscience and a strong technical team, District Metals is unlocking value across its portfolio—positioning itself for growth ahead of key regulatory shifts.

Oct 31, 2025 – Federal Reserve policy, global market shifts, and precious metals are in focus as Chief Investment Officer Chris Puplava breaks down recent events shaping the financial landscape. After calling for a peak in precious metals earlier this month...

  On The KE Report Weekend Show this weekend we discuss what's really driving the metal-stock resilience, copper's setup, and the next table-pounding entry in...

Oct 30, 2025 – Will gold and silver continue their meteoric rise—or are we on the cusp of a major correction? In this insightful interview, market strategist Kurt Kallaus joins Cris Sheridan to unpack the powerful forces shaping today's markets...

Oct 31, 2025 – Art Hill, Chief Technical Strategist at TrendInvestorPro.com, joins Jim Puplava to break down the latest record highs in the US stock market and share his technical outlook for the months ahead. Art analyzes the trends driving the S&P 500...

Oct 31, 2025 – Curious about the future of energy, small modular reactors, and the impact of AI on utilities? Energy expert Robert Rapier discusses the global shale revolution, OPEC's strategies, and why U.S. energy stocks are outperforming...

Copper Fox Metals (TSXV: CUU | OTCQX: CPFXF | FSE: HPU) is advancing its Schaft Creek Project in British Columbia, one of North America's most promising copper-gold-molybdenum-silver developments. In this interview, Chairperson, President, & CEO Elmer Stewart discusses the latest drilling program, the early geological signs it revealed, and how ongoing environmental and metallurgical studies are shaping the next phase of the project. He also explains how rising metal prices have strengthened the project's economics and why Copper Fox Metals continues to stand out in the copper sector.Learn more about Copper Fox Metals: https://copperfoxmetals.comWatch the full YouTube interview here: https://youtu.be/-djZwkS8ibsAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

Brixton Metals (TSX-V: BBB) has announced a significant copper-gold porphyry discovery at the Catalyst target within its Thorn Project in northwestern British Columbia. Chair and CEO Gary Thompson discussed the breakthrough with Mining Stock Daily. The first-ever drill holes at Catalyst intersected broad zones of copper-gold mineralization from surface, including hole THN25-343, which returned 424 metres of 0.30% CuEq, with higher-grade intervals of 98.5 metres at 0.50% CuEq and 16.5 metres at 1.05% CuEq. Thompson said the mineralization from surface, coupled with a large geochemical and geophysical footprint and Maricunga-style veins, points to “a fertile multi-phase porphyry system at Catalyst.”The company believes the new discovery underscores the potential of the emerging 8–10 kilometre Camp Creek Corridor. Brixton plans additional drilling next season to test the full extent of mineralization at Catalyst and nearby targets. Thompson also provided an update on the Trapper gold target, where earlier this month Brixton intersected 22.15 metres of 4.44 g/t gold, including 1.50 metres of 57.20 g/t gold.

Oct 28, 2025 – Presidents Trump and Xi prepare to meet on October 30 in South Korea during the Asia-Pacific Economic Cooperation (APEC) summit. This high-stakes meeting could reshape global trade dynamics and supply chains amid ongoing...

Our Head of Corporate Credit Research Andrew Sheets explains why the recent revival of M&A activity has room to accelerate.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today – a discussion of merger and acquisition activity or M&A. Last year, we had a view that this activity would pick up significantly. We think we're seeing that increase now. It has further to go. It's Wednesday, October 29th at 2pm in London. We have been firm believers at Morgan Stanley in a significant multi-year uplift in global merger and acquisition activity or M&A. That conviction remains. The incentives for this type of action are strong in our view; activity still lags what fundamentals would suggest, and supportive regulatory shifts are real. M&A has now returned, and importantly, we think there's much further to go. Indeed, M&A is very closely linked to corporate confidence, and we think investors need to consider the possibility that we'll see an even bigger surge in this confidence – or a boom. First, policy uncertainty is declining as U.S. tax legislation has now passed, and tariff rates get finalized. It's the relative direction of this uncertainty that we think matters most for corporate confidence. Second, interest rates are declining with the Fed, European Central Bank, and Bank of England all set to cut rates further over the next 12 months. Third, bank capital requirements may decline in the view of Morgan Stanley analysts, which would unlock more lending for these types of transactions. Fourth, and very importantly, the regulatory backdrop is becoming more accommodative in both the U.S. and in Europe. Indeed, we think that companies may think that this is going to be the most permissive regulatory window for transactions that they might get for some time. Fifth, private equity, which is a big driver of M&A activity, is sitting on over $4 trillion of dry powder in our view – at a time when credit markets look very wide open for financing their transactions. And finally, we're seeing a surge in capital expenditure on Morgan Stanley estimates, which we see as a sign of rising corporate confidence, and importantly an urgency to act – with corporates far less content to simply sit back and repurchase their stock. All of these favorable conditions together argue for activity to push even higher. We forecast global M&A volumes to increase by 32 percent this year, an additional 20 percent next year, and reach $7.8 trillion in volume in 2027. This is a global story with M&A rising across regions, especially in Japan. It has cross-asset implications with M&A already being one of the biggest drivers of bond outperformance within the U.S. high-yield market. And this is also a story where we see a lot of value in bringing together macro and micro perspectives. While we think the top-down conditions look favorable for all the reasons I just mentioned, we also see a very encouraging picture bottom up. We polled a large number of Morgan Stanley sector analyst teams and asked them about M&A conditions in their sector. A large majority of them see more activity. So, where could these more specific implications lie? Well, as you heard on yesterday's episode, Healthcare and Biotech may see an uptick in activity. In the U.S., we also think that Banking and Media stand out. In Europe, Business Services, Metals and Mining, and Telecom seem most ripe for more M&A. Aerospace and Defense is an interesting sector that may see more M&A within multiple regions, including the U.S. and Europe, as companies look for scale. And with smaller companies trading at a valuation discount to their larger peers across the world, Morgan Stanley analysts generally see the strongest case for activity in larger companies acquiring these smaller ones. Thank you as always for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen, and also tell a friend or colleague about us today.

Oct 28, 2025 – Wondering where the next big market move is? Jonathan Petersen of Variant Perception reveals resilient U.S. and Chinese growth, risk-on signals for equities and commodities, bubble warning signs, and actionable allocation...

Oct 27, 2025 – Looking to keep more of your retirement income? Jim Puplava shares four key tax-minimizing strategies: Roth conversions, muni bonds, LIRPs, and dividend income—plus tips on planning ahead as tax rates may rise with growing...

We discuss the outlook for metals and miners, which have surged this year. (1:00) - Should Investors Expect To See Gold Push New Highs? (5:05) - What Is Driving Silver Prices So High? (9:00) - Are Mining ETFs A Good Investment Right Now? (11:50) - How Can Investors Benefit From Uranium? (25:45) - Is There A Specific Commodity Theme Investors Should Stick With? (27:40) - Episode Roundup: SGDM, SGDJ, COPP, COPJ, URNM, URNJ, GBUG, SLVR Podcast@Zacks.com

In this week's episode, Jessica Rose and Anna Campbell explore the unexpected advantages behind the rising costs of silver and gold. While many jewellers worry about affordability and holding stock, Jessica and Anna reveal that these changes can actually strengthen your business and the handmade jewellery industry as a whole. They discuss seven key benefits, including: - The increased inherent value of your jewellery - customers now see handmade pieces as not only beautiful but a smart long-term investment. - A boost in the value of any metal stock you already own - some jewellers have seen their materials rise by around 50%, leading to higher profits when priced correctly. - Rising prices encourage better pricing confidence and healthier profit margins across the industry, moving away from undercharging. - More customers are looking to resell, recycle or redesign their old jewellery - creating new opportunities for bespoke services and lasting client relationships. - Despite higher prices, demand for gold and silver jewellery remains strong, driven by design, desire, and personal connection—not just cost. - Small independent jewellers now stand out more clearly from high-street brands, as mass-produced copies become harder to make in precious metals. - Hallmarking gains value, giving customers reassurance and proof of authenticity as they invest in higher-priced pieces. The episode ends with a powerful reminder: adopting a positive mindset and valuing your role as a maker is key to growth. Now is the time to embrace opportunity, build trust, and create jewellery with confidence. Watch the full webinar now: https://www.jewellersacademy.com/blog/2025/how-to-grow-your-jewellery-business-alongside-the-rising-cost-of-precious-metals Jewellery Business Academy 2026 If you are looking to grow your jewellery business check out our 1 year Jewellery Business Academy. Who is the Jewellery Business Academy For? The Jewellery Business Academy is open to jewellers at every stage, from beginners launching their first collections to established makers seeking to refine, grow, and scale. With flexible payment options spread over 12 months, it's designed to be accessible, supportive, and transformative. Enrolment is open now. Have a look and see if it is for you: https://www.jewellersacademy.com/the-jewellery-business-academy

From rare earths to A.I. technology, Monday's session covered it all as the S&P 500 (SPX) closed above $6,800 for the first time. Marley Kayden recaps the trading day with a look at the mining stocks fall after U.S. and China trade representatives indicate progress on delaying rare earth export controls. Meanwhile, Sam Vadas examines the A.I. movers today with Qualcomm (QCOM) announcing a new chip to compete alongside Nvidia (NVDA) and AMD Inc. (AMD).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Hycroft Mining has undergone one of the most significant turnarounds in the precious metals sector. In this in-depth conversation, Hycroft CEO Diane Garrett sits down with Trey Reik to explain how the company: Wiped out over $200M in inherited debt Rebuilt the technical and operating team behind her past success at Remarco Secured support from major long-only institutional investors, including Eric Sprott, BlackRock, Franklin, and Tribeca And made high-grade silver discoveries that may reveal the deeper feeder zone driving one of the largest precious metals systems in the U.S. With 10 million ounces of gold and almost 400 million ounces of silver in a Tier-1 Nevada jurisdiction, and new drilling suggesting the system may be higher-grade and larger than previously understood, Hycroft is now positioned for a major re-rating.

Oct 25, 2025 – Gold and silver are surging, but is this just the beginning? Financial Sense's Jim Puplava and Dave Morgan of The Morgan Report explore the forces behind skyrocketing prices, from tightening global stockpiles to unprecedented...

Send us a textI began with CPI, but as usual, I ended up somewhere between Beethoven and gold. The headline CPI 3%, core the same. The whisper was higher. The market calls it “Goldilocks.” Not too hot, not too cold. I call it “Never be a dick for a tick.”That's how you survive this racket. Everyone obsesses over decimals while the system quietly breaks and remakes itself. The models are wrong, the Fed's neutral rate misplaced, and shelter data a bad joke.Markets have music. Sometimes off key, sometimes perfect pitch. Beethoven wrote his best symphonies when he couldn't hear. Euler saw math more clearly after he went blind. My best trades happen when I stop staring and listen. Markets are sound before they're numbers.Then someone messages me: “Copper, all the way.” I laugh. NVIDIA doesn't need a century of copper. The chips use little. The heavy copper is in data centers, transformers, cables feeding the AI gods. One megawatt of data power needs twenty-seven tons. There's a story there, but not the one the hype merchants sell.Copper is pregnant in expectation. It mirrors the world's mood and that mood is uncertainty. The charts show past booms and fatigue. The next leg will come from real demand, from grids and wires that make the world hum.Gold refuses to fade. I mocked it before, but I'm giving it credit. Maybe this rise is necessary, the price to end mercantilist misery. China's citizens buy stablecoins and gold to escape the red cabbage trap. They know seven cabbage for a dollar is a steal.America sits on 262 million troy ounces. At ten thousand an ounce, that's 2.5 trillion in fiscal firepower. While everyone says “Rome is falling,” they're wrong. This isn't the fall of America; it's the fall of Chinese communism.Russia produces forty percent of global palladium, quiet leverage no one mentions. Even Trump treads carefully. Geopolitics meets gigawatts. Metals and power are the same story.I've talked CPI, Beethoven, copper, gold, palladium, geopolitics. A full orchestra. I never promised coherence, only curiosity. The market, like life, is a fuzzy cloud. You don't predict it. You play with it.Support the show⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

October 24, 2025 – Explore the escalating global “resource wars” as Jim Puplava and Cris Sheridan break down how the US and China are racing to secure critical minerals for economic and military dominance. Discover why rare earths, gold, and silver are at the heart of today's geopolitical power plays, and how shifts in monetary policy, reindustrialization, and global alliances are reshaping the...

Oct 24, 2025 – Is it time to get defensive? Jim Puplava sits down with John Kosar of Asbury Research for a candid look at what's happening beneath the surface of these record highs. They dive into the influence of big tech, shifting...

Stocks hit record highs after the long-awaited September CPI report showed cooler inflation.  Gold loses some of its luster. Plus, what the c-suite expects from consumers this holiday season. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 22, 2025 – Is the S&P 500's relentless advance setting the stage for a generational reversal? In this in-depth conversation, renowned Elliott Wave strategist Avi Gilburt, co-founder of ElliottWaveTrader.net, lays out a rigorously technical case...

Oct 23, 2025 – HydroGraph CEO Kjirstin Breure discusses how scalable, high-purity graphene is powering breakthroughs in batteries, biosensors, and more—reshaping advanced manufacturing and supply chains. For investors, analysts, and industry...

Oct 21, 2025 – If you've ever been curious about the true health benefits of sauna sessions and red light therapy, you're in good company. In this engaging conversation, Jim Puplava welcomes Vic Riffel from Sunlighten for an in-depth discussion...