Podcasts about precious metals

Rare, naturally occurring metallic chemical element of high economic and cultural value

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Latest podcast episodes about precious metals

The KE Report
Craig Hemke - Previewing Fed Meeting, PCE Data, Newmont Earnings

The KE Report

Play Episode Listen Later Jul 20, 2026 21:26


In today's Daily Editorial, we sit down with Craig Hemke, Founder and Editor of TF Metals Report. Craig breaks down the quiet start to the trading week amidst broader geopolitical tension, steadying US Dollar strength, and key upcoming macroeconomic catalysts. We explore expectations surrounding the upcoming Federal Reserve meeting, projected interest rate movements, and incoming PCE inflation data. Additionally, we analyze the precious metals space, focusing on earnings expectations, valuation disparities, and market sentiment surrounding major producers like Newmont and Agnico Eagle Mines. Key Discussion Points Summer Trading Dynamics & Geopolitics: Exploring the market's muted reaction to global conflict headlines, crude oil price fluctuations, and key technical levels in the US Dollar index. Fed Quiet Period & Rate Outlook: Analyzing market expectations for the upcoming Federal Reserve policy meeting, potential rate hike scenarios, and the timing of a potential policy pivot. Inflation Trends & PCE Preview: Evaluating incoming PCE data and how energy costs impact broad economic forecasts. Precious Metals & Mining Earnings Sector Preview: Unpacking cost structures, profit margins, and overall market sentiment ahead of key quarterly reporting from major producers and mid-tier miners.   Click here to visit Craig's website - TF Metals Report - https://www.tfmetalsreport.com/   --------------------- 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 or investment product. Investing in equities, commodities, really everything 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.

The Korelin Economics Report
Weekend Show – Brien Lundin & Josef Schachter – Navigating the Precious Metals Correction & Energy Sector Trends 

The Korelin Economics Report

Play Episode Listen Later Jul 18, 2026


  This weekend edition of The KE Report explores the contrasting dynamics within the commodities sector. In the first segment, Brien Lundin, editor of the...

The KE Report
Brien Lundin & Josef Schachter - Navigating the Precious Metals Correction & Energy Sector Trends

The KE Report

Play Episode Listen Later Jul 18, 2026 53:42


This weekend edition of The KE Report explores the contrasting dynamics within the commodities sector. In the first segment, Brien Lundin, editor of the Gold Newsletter, breaks down the current correction in the precious metals market. In the second segment, energy experts Josef Schachter and Nathan Richie analyze recent volatility in crude oil and natural gas.    Segment 1 & 2 - Brien Lundin, editor of the Gold Newsletter, discusses the recent downward correction and volatility in the precious metals market. Drawing from investor sentiment at the recent Rick Rule conference, Brien highlights that despite near-term headwinds from a strong U.S. dollar and Federal Reserve policies, fundamental macroeconomic drivers like national debt and deficits will ultimately sustain a long-term bull market.  Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/   Segment 3 & 4 - Introducing Nathan Ritchie, VP of Energy Research and founder Josef Schachter of the Schachter Energy Report to discuss corporate modeling, price forecasting, and current stock opportunities within the oil and gas sectors. The duo highlighted critical growth catalysts, supply and demand metrics, and the strategic balance between shareholder returns and long-term capital reinvestment.  Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/ Click here to follow Josef on Substack at his Eye One Energy Report. - https://josefschachter.substack.com/    If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review!   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 or investment product. Investing in equities, commodities, really everything 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.  

SAfm Market Update with Moneyweb
Finding value beyond precious metals

SAfm Market Update with Moneyweb

Play Episode Listen Later Jul 15, 2026 8:09


Tim Acker – Portfolio manager, Allan Gray SAfm Market Update - Podcasts and live stream

The KE Report
Erik Wetterling – Navigating The Summer Doldrums In Precious Metals Stocks By Focusing On Companies With Compelling Catalysts

The KE Report

Play Episode Listen Later Jul 14, 2026 22:38


Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to for a conversation around how he is navigating this low pricing, low sentiment, low news, and low volume Summer Doldrums period in his portfolio.   This includes how he is approaching advanced developers versus earlier stage developers, and the spectrum of different gold and silver exploration companies.   We start off discussing the overall sector sentiment is mirroring the bearish metals and miners pricing backdrop.  This is also evidenced in the very low volume levels in trading the last couple months from the large producers and sector ETFs all the way down to the junior PM stocks.  There has not been nearly as much newsflow as anticipated across the space, where some companies have either sat on some news or scaled down their anticipated work programs.   Erik discusses how he is still animated by companies that have work catalysts that can impact their valuations and create alpha in the sector, and prefers those over more mature companies that have work programs that may only move the needle incrementally, and get stuck moving with sector beta and metals price direction.     * In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording.   Click here to follow Erik's analysis over at The Hedgeless Horseman 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.

And We Know
7.11.26: Precious metal projections for August are SHOCKING, Iran Oil export update and more, PRAY!

And We Know

Play Episode Listen Later Jul 11, 2026 25:23


Protect your investments with And We Know http://andweknow.com/gold Or call 720-605-3900, Tell them “LT” sent you. ————————— ➜ Our AWK Website: https://www.andweknow.com/ ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ------- *DONATIONS SITE: https://bit.ly/2Lgdrh5 *Mail your gift to: And We Know 30650 Rancho California Rd STE D406-123 (or D406-126) Temecula, CA 92591 ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ➜ Audio Bible https://www.biblegateway.com/audio/mclean/kjv/1John.3.16 Connect with us in the following ways: + DISCORD Fellows: https://discord.gg/kMt8R2FC4z

Stories to Inspire and Inform
Mondays with Matt and the XRP Shaman

Stories to Inspire and Inform

Play Episode Listen Later Jul 7, 2026 66:02 Transcription Available


Matt Geiger And the XRP Shaman join us for a current look at the financial world and more. https://linktr.ee/truthstreamhttps://bfisherphoto.com/Verity Metals reach out directly to Matthew@veritymetals.com orcel # 480-717-9081https://veritymetals.com/

The KE Report
Craig Hemke – Constructive Outlook On The Precious Metals Complex As Inflation Expectations Equilibrate

The KE Report

Play Episode Listen Later Jul 7, 2026 17:28


In this Daily Editorial, Craig Hemke, Founder and Publisher of the TF Metals Report, joins me to discuss the moderating of the peak hawkishness in the markets around inflation and Fed policy expectations over the last couple weeks.  Softening expectations have provided the conditions for the precious metals to begin to bottom and build a base, while lifting sector sentiment.  We dive into the technical outlook for gold, silver, and PM equity prices, counterbalanced against the macroeconomic backdrop.   Key Discussion points:   Craig comments on pricing in gold, silver, and PM ETFs holding steady over the last week and not going down any further; and making a slight move higher. There was legitimate chart damage done as pricing broke below the 200-day moving average, and 50-week moving averages as a ‘piling on' effect from the peak hawkishness in the markets.  However, if things calm down in these summer months and pricing consolidates through time, then those moving averages will coalesce and smooth out. This could rhyme with last summer's sideways consolidation period, where the moving averages narrowed and built the energy for the short-duration price averages to break above the longer-duration price average to kick off the next leg higher in the bull market. He believes most of the corrective move has now happened at this point; noting that every time gold moved below $4,000 that we witnessed strong buying come in to snap it back up over that level. Craig reiterated that even if 2026 was to end the year flat and somewhere around the $4,340 level where it opened this year, that this would be solid performance after the outsized gains in gold on a percentage basis from 2024 and 2025. Gold producers were chopped in half, on extreme negative sentiment from the falling metals prices paired with rising energy prices ever since the war broke out in March.   Later in July and into August we'll start getting the actual Q2 earnings reports from the PM producers, and Craig feels that they may surprise many investors to the upside.  The average price of the metals and margins actually were higher than many quarters from last year, and definitely a stark difference compared to Q2 of 2025, for the year-over-year comparisons. Additionally, the actual effect of the higher oil prices on producers input costs versus the perceptions will be another key data point to follow. The fear around higher energy prices was the rationale many used to drop the valuation in producers by 40%-60%, even though the energy inputs only come in around 10%-15% of costs, and  so the concerns were way overblown by skittish investors throughout Q2. As we receive Q3 guidance, it will come at time where oil prices are essentially right back down to where they were at before the war even began, which should bake those concerns back out of the cost estimates. The Fed funds futures have swung to both extremes, coming into the year expecting 2 rate cuts, and flip-flopping by going to peak hawkishness and pricing in 2 rate hikes just a few weeks back, after Kevin Warsh's first press conference post FOMC meeting. Craig expects that as we get more data and those inflation expectations start to equilibrate, that the market will shift to more neutral Fed policy guidance moving into the Fall, which will be a boon for the precious metals sector. All eyes will be on the CPI and PPI  numbers 2 weeks from now for more clarity on the trend in inflation.      Click here to visit Craig's website – TF Metals Report – https://www.tfmetalsreport.com/       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.    

The KE Report
Dave Erfle - Precious Metals Rebound, Seasonality & Cyclicality, & What News Will Matter For The Stocks?

The KE Report

Play Episode Listen Later Jul 7, 2026 21:31


In today's Daily Editorial, we chat with Dave Erfle, the founder of the Junior Miner Junky, to break down the latest price action in the precious metals sector. With gold and silver emerging from a multi-month pullback, Dave shares his technical outlook, major support thresholds, and the historical cycles keeping long-term investors grounded. This episode features an overview of key market indicators and sector ETFs, including GDX and GDXJ. Here is a glimpse of the key discussion points covered in this episode: Precious Metals Rebound: An analysis of the short-term trading rebound in gold and silver, highlighting the crucial psychological support levels currently holding the line. Historical Market Analogues: Why the recent multi-month correction structurally resembles key cyclical moments from 2008, and what this pattern implies for the broader secular bull market. Central Bank Accumulation: A look at the macro drivers keeping fundamentals strong, spearheaded by historic bullion purchasing from global central banks. Junior Sector Catalysts: How a shifting corporate landscape and an upcoming deluge of junior mining news flow, including drill results, and economic studies could shake the sector out of its summer doldrums.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/   ------------------------- 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 or investment product. Investing in equities, commodities, really everything 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.

Stocks To Watch
Episode 838: Toogood Gold ($TGC | $TGGCF): A New Nevada Gold Story Takes Shape

Stocks To Watch

Play Episode Listen Later Jul 3, 2026 13:24


This interview is disseminated on behalf of Toogood Gold Corp.Toogood Gold (TSXV: TGC | OTCQB: TGGCF | FSE: D3P) CEO and Director Colin Smith discusses the company's Table Mountain Project in Nevada, an undrilled, district-scale gold project with significant exploration potential.The conversation covers why the company acquired the asset, the first-ever systematic exploration program now underway, and key milestones leading up to the maiden drill campaign.Learn more about Toogood Gold: https://toogoodgoldcorp.com/Watch the full YouTube interview here: https://youtu.be/1m9tBo6CzZQAnd follow us to stay updated: https://www.youtube.com/GlobalOneMedia 

The KE Report
Robert Sinn –Technical and Fundamental Setup In Gold, Silver, and Precious Metals Stocks Heading Into Q3

The KE Report

Play Episode Listen Later Jul 2, 2026 30:44


Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins me for another wide-ranging discussion on his technical outlook, fundamental factors that matter, and portfolio management strategies in this current setup in gold, silver, and precious metals stocks heading into Q3.   We start off reviewing the bearish technical action on the charts from the Q1 peaks in January and February to the support breaking to lower prices in Q2 through the end of June.     Q2 had a very ugly bullish engulfing quarterly candle, which he just wrote about on Substack, but he also cautioned people that it doesn't mean things are just going to go straight down from here. Robert points out that selling compounded and Q2 closed up at max pessimism in the sector, and he noted that this is the type of environment where selling can become exhausted and where directional turns can happen. Additionally, we noted the extreme low readings in sector sentiment, extreme low bullish breadth readings, and the weak seasonality factor, where the summer doldrums seemed to come early this year. He highlights that turning over the calendar month & quarter can bring in different positioning from institutions, and that in seasonality terms, coming out of the US Independence Day long weekend can often set up a more constructive stretch in the PM complex for the next few months.   Next we addressed the fat margins that producers still had in Q2 and heading into Q3, despite the corrective moves in the metals and higher energy costs for the quarter, and  potentially compressing margins some from where they were in Q1.   We also outlined the constructive situation with regards to so many gold and silver explorers and developers being more cashed up than they have been in years, doing some of their largest work programs in years.  We are going to have flood of positive sector news over the next few months that could be the catalysts to bring more buying and interest into the junior PM equities.   Wrapping up we discussed a few portfolio management strategies, where pullbacks in quality companies can be good accumulation points.  Robert reiterated that investors should take inventory of what they own and why they own those stocks; shedding situations that are continually not working out, and focusing on their highest conviction stories that they have the best understanding of as their heaviest weightings.    Follow Robert's analysis on Substack . https://ceo.ca/@goldfinger . Click here to follow Robert on X/Twitter . https://www.youtube.com/@GoldfingerCapital/videos     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.

The HC Insider Podcast
De-Dollarization, Debasement & Diversification: Precious Metals with Nicky Shiels

The HC Insider Podcast

Play Episode Listen Later Jun 30, 2026 47:31


Today we discuss gold, silver and the platinum group metals. What drove the huge run-up in prices for all of them in 2025 and into 2026, and was the US-Iran war just a setback to those prices or the end of a bull market? Our guest is Nicky Shiels, Head of Research and Strategy for MKS Pamp, a global trading house and refiner for precious metals serving a diverse and global customer base. For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

Stocks To Watch
Episode 836: Precore Gold ($PRCG): Unlocking Value at the Lac Big-Rush Project

Stocks To Watch

Play Episode Listen Later Jun 30, 2026 9:42


This interview is disseminated on behalf of Precore Gold Corp.Precore Gold (CSE: PRCG) Chairman Paul A. Dumas discusses the company's Lac Big-Rush Project in Quebec.The conversation covers how Precore is using AI-assisted data compilation to identify high-priority drill targets, the company's tightly held share structure, exploration plans for its projects in Québec and Peru, and management's strategy of seeking to create value through exploration and potential resource growth.Learn more about Precore Gold:  https://precoregold.com/Watch the full YouTube interview here: https://youtu.be/s9a6sArbF-AAnd follow us to stay updated: https://www.youtube.com/GlobalOneMedia 

Mining Stock Daily
Is the Precious Metal Correction Coming to an End? - Market Analysis with Christopher Aaron

Mining Stock Daily

Play Episode Listen Later Jun 30, 2026 23:22


Christopher Aaron of iGoldAdvisor returns to Mining Stock Daily to discuss the recent correction in precious metals and what the charts are signaling for gold, silver, and junior mining stocks in the months ahead. Christopher explains why he believes gold is approaching an important technical support zone, how silver's long-term breakout continues to reshape the sector, and why today's weakness may be setting the stage for a meaningful second-half rally. The conversation also explores shifting market narratives around inflation, Federal Reserve policy, geopolitics, and how those factors could influence precious metals through the remainder of 2026. Finally, Trevor and Christopher discuss why junior mining equities remain deeply undervalued despite record gold prices and what could finally trigger a long-awaited re-rating across the sector.

The BIGCast
Is Trust Now the Most Precious Metal?

The BIGCast

Play Episode Listen Later Jun 30, 2026 29:43


Glen meets with Edelman Smithfield Managing Director Deidre Campbell to break down the annual Edelman Trust Barometer, the public's "retreat into insularity," and the resulting action items for banks and credit unions. Also- Illinois turns its focus to BNPL while JD Power highlights an FI opportunity, X Money broadens its reach, and the murky NCUA waters begin to clear.    Links related to this episode: Edelman Smithfield's Financial Services Trust Barometer: https://www.edelmansmithfield.com/2026-Edelman-Trust-Barometer-Key-Insights-for-Financial-Services Edelman's 2026 Global Trust Barometer: https://www.edelman.com/trust/2026/trust-barometer Illinois' newly signed BNPL law: https://www.paymentsdive.com/news/illinois-enacts-bnpl-law-pritzker-consumer-crypto/823835/ JD Power's Buy Now Pay Later customer satisfaction study (good news for FIs): https://www.jdpower.com/business/press-releases/2026-us-buy-now-pay-later-satisfaction-study PYMNTS.com on X Money's latest move toward general availability: https://www.pymnts.com/commerce/social-commerce/2026/x-opens-x-money-to-premium-subscribers-ahead-of-broader-launch  Mark your calendar to join the next CU Town Hall- Wednesday July 15 at 3pm ET/Noon PT- our live and lively interactive monthly conversation where credit union leaders tackle the biggest issues facing the sector today. The Town Hall is free to attend, but advance registration is required:  https://www.cutownhall.com/ Follow us on LinkedIn:  https://www.linkedin.com/company/best-innovation-group/ https://www.linkedin.com/in/jbfintech/  https://www.linkedin.com/n/glensarvady/  

Energy News Beat Podcast
2027 Will Be Different: Oil, AI, and the Coming Paradigm Shift

Energy News Beat Podcast

Play Episode Listen Later Jun 30, 2026 31:29


Paul Auslander, President, CFP, Stops by the Energy News Beat Podcast, and we have a blast covering energy and finance. Connect with Paul on his LinkedIn here: https://www.linkedin.com/in/paulauslander/1. Stock Market Performance & Economic OutlookPaul Auslander discusses why the stock market continues to rise despite global turmoil. Key points include:Strong company balance sheets and a robust economyThe technology boom (particularly AI) being only in its "second inning"Upcoming major IPOs (SpaceX, ChatGPT's parent company, Anthropic) absorbing investment capitalExpectation for a strong finish to 2026, with 2027 projected to be even stronger2. Precious Metals & Alternative AssetsDiscussion of gold, silver, and cryptocurrency markets:Central banks now own more gold than US Treasury holdings (a historic shift)Silver shortage driven by AI demandCryptocurrency experiencing recent drops but viewed as an alternative asset classDisconnect between paper and physical delivery in commodities markets3. Oil & Energy MarketsCritical energy security topics:Volatility in WTI vs. Brent crude pricingStrait of Hormuz disruptions causing 11.8 million barrels of production shortfallStrategic oil reserve refilling and pipeline expansion globallyEnergy sector positioning as a strong investment for 20274. Federal Reserve & Interest RatesAnalysis of monetary policy under new Fed chair Kevin Warsh:Inflation expected to be "transitory"Interest rates likely to remain flat through 2026, with potential decreases in 2027Impact on housing market and consumer economyConcerns about rising interest rate expenses choking the economy5. AI & Data Center InfrastructureEmerging challenge of powering AI growth:Texas ERCOT facing massive mismatch: 220 GW of planned data centers vs. 84 GW peak capacityTech giants (Google, Microsoft) investing in data centers and providing power couponsElon Musk's concept of space-based data centers as a future solutionSilver shortage linked to AI semiconductor demand6. Political & Geopolitical LandscapeDiscussion of elections, trade blocks, and international relations:2026 US elections and political volatilityEmerging trading blocs: net-zero aligned nations vs. energy-security focused nationsJapan's economic challenges with interest rate increasesCanada-US relations and potential realignmentTaiwan's strategic importance7. Investment Strategy & 401(k) AdvicePractical guidance for investors:Avoid market timing; stay invested in index funds60-40 asset allocation recommended for those near retirement"Buy the dips" strategy has been successfulInflation hedge necessary for long-term retirement planning8. Energy Security & PreparednessPersonal preparedness and infrastructure:Importance of energy independence at homeSolar battery backup systems ($700-800)Starlink as backup communication and internet infrastructureStrategic importance of LNG and natural gas going forwardThe podcast emphasizes that energy security starts at home and explores how geopolitical shifts, technological innovation, and market dynamics are reshaping investment opportunities and global trade relationships.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

The KE Report
Darrell Fletcher - Mid-Year Commodity Market Correction & H2 Outlook: Oil, Gold, Silver, Copper, Aluminum

The KE Report

Play Episode Listen Later Jun 30, 2026 27:34


In this Daily Editorial, I sit down with Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, to provide a comprehensive, trading-desk perspective on the recent broad-based correction across the commodity complex. As the markets reach the half-year mark, Darrell breaks down the technical and fundamental forces driving recent sell-offs and what investors should watch heading into the second half of the year. Key Discussion Points: Broad-Based Market Correction: An overview of the recent sell-off across energy and metals, examining whether this indicates the end of the long-term commodity bull market or a healthy, constructive pause. The Energy Complex & WTI Crude: A look at the bearish and bullish factors impacting oil as it tests key moving averages, alongside the market's reaction to regional conflicts and global supply disruptions. Natural Gas Trends & Seasonality: Analysis of the current range-bound natural gas market, record temperatures in Europe, shifting US weather patterns, and the latest storage data. Precious Metals & Gold's Psychological Floor: A deep dive into gold and silver's sharp corrections, the influence of a hawkish Federal Reserve, and how the $4,000 level is acting as a major technical support zone. Base Metals Resilience & Copper Tariffs: An exploration of why copper remains the strongest major commodity despite broader base metal sell-offs, and what the upcoming tariff decisions mean for the market.   Click here to learn more about Bannockburn Capital Markets  - https://www.bannockburnglobal.com/   --------------- 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 or investment product. Investing in equities, commodities, really everything 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.

The KE Report
Craig Hemke – The Precious Metals Market Has Hit “Peak Hawk”

The KE Report

Play Episode Listen Later Jun 30, 2026 20:16


In this Daily Editorial, Craig Hemke, Founder and Publisher of the TF Metals Report, joins me to analyze the peak hawkishness in the precious metals market since last week.  We dive into the macroeconomic backdrop as it relates to interest rates and Fed policy and the fallout after Kevin Warsh chaired his first FED meeting 2 weeks ago and addressed the markets focused on price stability.   Craig wrote an article last week titled: “Peak Hawk” outlining some of the topics we dove into during this discussion, and there is a link to that here:   https://www.tfmetalsreport.com/blog/13750/peak-hawk     Technical Levels to Watch:   Craig comments on the break-down in gold, silver, and PM ETF breaking below the 200-day moving average, and 50-week moving averages as just a ‘piling on' effect from this peak hawkishness in the markets.  He believes most of the corrective move has happened at this point, and is anticipating 2026 to end somewhere around flat on the year; which he notes wouldn't be too bad after the outsized gains in gold and silver in 2024 and 2025 on a percentage basis.  He points out we may need that last capitulation move this summer to wash out any remaining weak hands, and to then base and bring in the new buyers that cause shorts to cover and begin a new upleg. Craig also points to the flattening yield curve, and where the 2-year and 10-year treasury yields have been trending as a factor worth paying attention to.   Kevin Warsh Will Be Speaking In Europe this Wednesday:   Kevin Warsh is participating in a policy panel at the European Central Bank Forum on Central Banking. Craig will be watching to see if he emphasizes the hawkish hold or dials it back a little at this meeting. The Fed funds futures are now anticipating 1-2 rate hikes this year versus the initially market anticipated rate cuts, coming into this year.  We discuss the likelihood of the market has now swung so hawkish, that it may be excessive and misplaced. Even if we see an initial hawkish rate hike, Craigs sees that as posturing, and doesn't anticipate that we'd have long to wait after that before the economic data on inflation softens with lower energy prices now, and that monetary policy will adjusts course in the opposite direction, in a more dovish playbook… like it has over and over again historically.   We'll Get The Jobs Data on Thursday This Week:   The June BLS jobs report will be released on July 2, 2026, which is expected to show the creation of 172,000 new jobs.  We are getting this data on Thursday, due to the observance of Independence Day on Friday. Additionally, the Conference Board's Consumer Confidence Index and the Job Openings and Labor Turnover Survey (JOLTS) will also be reported this week.   The Macroeconomic Fundamentals Haven't Changed:   Sovereign debt remains at record levels and most nations can not endure interest rates that go up to drastically.  Craig highlights that “The Math is the math.” Throughout history, central banks have opted for printing more money and driving interest rates meaningfully lower, to inflate their way out of economic challenges, and to pay off higher interest debt with lower-rate debt.  Overall, central banks continue to add gold to their balance sheets versus adding more US or foreign treasuries.   Click here to visit Craig's website – TF Metals Report – https://www.tfmetalsreport.com/   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.    

Stocks To Watch
Episode 833: Don Durrett's Latest Outlook on Gold and Silver Mining Stocks

Stocks To Watch

Play Episode Listen Later Jun 29, 2026 30:02


In this episode of Stocks to Watch, gold and silver mining stock analyst Don Durrett of GoldStockData.com shares his outlook on the precious metals sector, explaining why he believes the long-term bull market remains intact and how he approaches investing in mining stocks.Don also shares his framework for evaluating mining companies before taking a closer look at 1911 Gold Corp.Learn more about Don Durrett's resource for gold and silver stock investors: https://www.goldstockdata.comWatch the full YouTube interview here: https://youtu.be/pN-VkD1gvlsAnd follow us to stay updated: https://www.youtube.com/GlobalOneMedia 

Stocks To Watch
Episode 831: Upside Gold ($UG | $UGODF | 47I) Closes Oversubscribed $5.13M Financing to Advance the Kena Project

Stocks To Watch

Play Episode Listen Later Jun 24, 2026 11:46


This interview is disseminated on behalf of Upside Gold Corp.Upside Gold (CSE: UG | OTCQB: UGODF | FSE: 47I) CEO and Director Sophy Cesar discusses the company's completed oversubscribed $5.13 million financing and its plans to advance the Kena Gold-Copper Project in British Columbia.Watch the full interview to learn more about Upside Gold's exploration strategy, upcoming catalysts, and plans to unlock additional value at the Kena Project.Visit Upside Gold's website: https://upsidegoldcorp.com Watch the full YouTube interview here: https://youtu.be/IXPRwnfFiBkAnd follow us to stay updated: https://www.youtube.com/GlobalOneMedia 

Stocks To Watch
Episode 830: NevGold ($NAU | $NAUFF) Advances Domestic Antimony Opportunity in Nevada

Stocks To Watch

Play Episode Listen Later Jun 23, 2026 9:41


This interview is disseminated on behalf of NevGold Corp.NevGold (TSXV: NAU | OTCQX: NAUFF | FRA: 5E50) President, CEO, and Director Brandon Bonifacio joins Stocks to Watch to discuss recent metallurgical results from the Limousine Butte Gold-Antimony Project in Nevada.Learn more about NevGold: https://nev-gold.com/Watch the full YouTube interview here: https://youtu.be/cOPzU8VyLEYAnd follow us to stay updated: https://www.youtube.com/GlobalOneMedia 

Stocks To Watch
Episode 828: Paramount Gold Nevada's ($PZG) Sleeper Gold Project Demonstrates Strong Economics

Stocks To Watch

Play Episode Listen Later Jun 23, 2026 23:31


This interview is disseminated on behalf of Paramount Gold Nevada Corp.Paramount Gold Nevada (NYSE American: PZG) CEO Rachel Goldman joins Stocks to Watch to discuss the company's positive initial assessment of the Sleeper Gold Project in Nevada, its development strategy, and the catalysts that could shape the company's future growth.Visit Paramount Gold's website: https://paramountnevada.comWatch the full YouTube interview here: https://youtu.be/pcMYoZuOOnwAnd follow us to stay updated: https://www.youtube.com/GlobalOneMedia 

The John Batchelor Show
S8 Ep1023: Simon Constable and John Batchelor discuss extreme summer heat in France and the potential for a "super El Niño." They analyze shifting commodity prices, noting significant drops in Brent crude, electricity, and precious metals, whil

The John Batchelor Show

Play Episode Listen Later Jun 18, 2026 11:00


Simon Constable and John Batchelor discuss extreme summer heat in France and the potential for a "super El Niño." They analyze shifting commodity prices, noting significant drops in Brent crude, electricity, and precious metals, while rising copper prices signal increased manufacturing demand for data centers and new technology. (1)

The KE Report
KER QuickTake - Summer Doldrums or Structural Shifts? Deep Dive into Precious Metals, Copper Stability, Oil Pullbacks

The KE Report

Play Episode Listen Later Jun 18, 2026 32:53


In this KER QuickTake, Cory and Shad provide an inside look at the recent dramatic shifts across the commodity landscape. We analyze everything from the short-term summer doldrums to the broader resource cycle, offering perspective on where investors can still find massive opportunities. Key Discussion Points: Precious Metals Technical Damage: A breakdown of how gold, silver, GDX, and SILJ have broken down on short and now medium term charts.  The BPGDM Sentiment Gauge: How the Gold Miners Bullish Percent Index recently flagged an ultra-rare extreme reading, and what it means for short-term traders. A Flood of Free-Trading Paper: Analyzing a massive, multi-billion-dollar wave of newly tradeable stock hitting the junior sector and its downward pressure on current momentum. Copper as the Outperformer: Why copper remains in a textbook bull market and where the opportunities in the equities are. Crude Oil and Energy Volatility: Assessing the structural damage to the oil markets, the reality of depleted strategic reserves, and why energy stocks still hold long-term value. Please let us know your thoughts! Our email addresses are Fleck@kereport.com and Shad@kereport.com   ------------------------ 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 or investment product. Investing in equities, commodities, really everything 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.

The OMFIF Podcast
Positioning gold in a new light

The OMFIF Podcast

Play Episode Listen Later Jun 17, 2026 31:50


Gold has re-emerged as a focal point in the global financial system. Against shifting trade dynamics, elevated public debt and questions over the future trajectory of the dollar-based monetary order, central banks are accumulating gold at a pace not seen in decades. At the same time, investors are reassessing the role of the precious metal as a hedge against inflation, market volatility and systemic risk. David Marsh, chairman of OMFIF, is joined by Willem Middelkoop, founder of Commodity Discovery Fund and William White, former chief economist at the Bank for International Settlements, to explore gold's evolving place in the international monetary landscape and examine the forces shaping its demand. Ahead of OMFIF's Gold and Precious Metals working group meetings, which informed the ‘Gold and the new world disorder' report in 2024, participants hold the metal to the light, inspecting it under newer circumstances.

The KE Report
Dave Erfle - Precious Metals Rebound: Key Technical Levels, Fed Speculation, and Mining Sector Valuations

The KE Report

Play Episode Listen Later Jun 16, 2026 23:41


In this Daily Editorial, we are joined by Dave Erfle, the founder and editor of the Junior Miner Junky. Following a challenging week for precious metals, Dave provides a breakdown of the recent technical reversals, macro shifts, and what lies ahead for major producers and junior miners alike. Key discussion points include: The Precious Metals Rebound: Why recent technical breakdowns on the daily and weekly charts didn't prevent a powerful short-term turnaround, and what these potential island reversals mean for the sector's immediate direction. Fed Speculation and Macro Pressures: How upcoming central bank decisions, persistent inflation realities, and geopolitical resolutions are reshaping investor expectations for the back half of the year. The Valuation Disconnect in Mining Equities: The gap between current producer stock prices and their record-breaking profit margins, highlighting a historical anomaly in how the market values cash-flowing miners. Mexico's Shifting Permitting Landscape: The major underground permitting breakthrough for a junior miner in Mexico.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/   ----------------- 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 or investment product. Investing in equities, commodities, really everything 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.

Truth Talk Weekend
From Pastor To Precious Metals

Truth Talk Weekend

Play Episode Listen Later Jun 15, 2026 24:50


Join Stu Epperson as he interviews David Fischer of LandmarkGold.com. David gives the audience an insight into his journey to Christ!

The KE Report
TG Watkins - Technical Outlook: US Market Strength, Small Caps, Crypto, Metals

The KE Report

Play Episode Listen Later Jun 15, 2026 20:47


In this Daily Editorial, we chat with TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website. Following major headlines of a U.S.-Iran peace deal, the market is experiencing a massive broad-based rally. TG joins us to break down whether this upward trajectory is sustainable and where savvy investors should look next. Key Discussion Points Broad Market Expansion: Discover why the current rally is broadening out significantly beyond just mega-cap tech giants, and how the Russell 2000 (IWM) and equal-weight S&P (RSP) are showcasing underlying market strength. Interest Rates & Inflation Outlook: TG shares his contrarian perspective on why treasury yields (TNX) and inflation may have topped out, creating a favorable backdrop for real estate, biotechs, and consumer stocks. Emerging Tech & Space Sectors: Get a fresh take on the highly anticipated SpaceX IPO and learn how to navigate the high-volatility space and quantum computing sectors without getting caught at the top. The Evolving Crypto Verse: From the shifting dynamic of crypto miners into AI power generation to a technical breakdown of Bitcoin, Ethereum, and MicroStrategy (MSTR), find out if a digital asset turnaround is on the horizon. Precious Metals & Copper Analysis: An in-depth look at whether Gold (GLD) and Silver (SLV) have officially found their major support floors after testing key moving averages, contrasted against a consistently powerful Copper market. Stocks & Symbols Mentioned Indices & Funds: S&P 500, Nasdaq, Dow Jones, Russell 2000 ($IWM), S&P Equal Weight ETF ($RSP), Financial Select Sector ($XLF), Regional Banking ETF ($KRE), Biotech ETF ($XBI), Genomics ETF ($ARKG) Equities & Crypto Assets: MicroStrategy ($MSTR), Bitcoin ($BTC), Ethereum ($ETH), Coinbase ($COIN), TeraWulf ($WULF), Hut 8 ($HUT), Iris Energy ($IREN), Clsk ($CLSK), Marathon Digital ($MARA), Oklo Inc. ($OKLO), Warby Parker ($WRBY), Instacart ($CART) Commodities & Treasuries: Gold ($GLD), Silver ($SLV), iShares Silver Trust ($SLV), 10-Year Treasury Yield ($TNX), iShares 20+ Year Treasury Bond ETF ($TLT)   Click here to visit TG's site - Profit Pilot - https://www.profit-pilot.com/   Click here to visit the Profit Pilot YouTube page - https://www.youtube.com/@Profit-Pilo   ---------------------- 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 or investment product. Investing in equities, commodities, really everything 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.

Money Metals' Weekly Market Wrap on iTunes
Precious Metals Industry Demands Congress Loosen New York Control

Money Metals' Weekly Market Wrap on iTunes

Play Episode Listen Later Jun 12, 2026 32:16


Coming up in a moment, we will be joined by author and precious metals analyst Przemysław Radomski. Radomski says gold and silver have reacted unusually to the Iran–U.S. conflict because markets are focusing on inflation and higher interest rates, not safe-haven demand, and much more. Don't forget to also follow us on social media for more important precious metals updates! https://www.youtube.com/@Moneymetals | https://www.facebook.com/MoneyMetals | https://instagram.com/moneymetals/ | https://twitter.com/moneymetals | https://www.pinterest.com/moneymetals/

The Bob Harden Show
Inflation and the Price Movement of Precious Metals

The Bob Harden Show

Play Episode Listen Later Jun 11, 2026 58:03


Thank you so much for listening to the Bob Harden Show, celebrating nearly 15 years broadcasting on the internet. On Thursday's show, we visit with the Co-Founder and CEO of the Florida Citizens Alliance Keith Flaugh about the status of Artificial Intelligence legislation in Florida. Cato Institute Director of Health Policy Studies Michael Cannon and I discuss the outbreak if measles and the importance of the measles vaccine. We also visit Senior Economist with CEI Ryan Young about the conflict in Iran, inflation, interest rates, and the prices of precious metals. We also visit with the President of Accuracy in Media Adam Guillette about concerns about the proposed candidate to become the next President of the University of Florida, Stuart Bell. We have terrific a terrific guest for Friday's show, author and Professor Andrew Joppa. Access this and past shows at your convenience on my web site, social media platforms or podcast platforms.

Bob Harden Show
Inflation and the Price Movement of Precious Metals

Bob Harden Show

Play Episode Listen Later Jun 11, 2026


Thank you so much for listening to the Bob Harden Show, celebrating nearly 15 years broadcasting on the internet. On Thursday's show, we visit with the Co-Founder and CEO of the Florida Citizens Alliance Keith Flaugh about the status of Artificial Intelligence legislation in Florida. Cato Institute Director of Health Policy Studies Michael Cannon and … The post Inflation and the Price Movement of Precious Metals appeared first on Bob Harden Show.

The Health Ranger Report
Bright Videos News, June 10, 2026 - Why Gold and Silver Price Dips Are Temporary + Battery Chemistry Fiasco Exposes Mob Mentality of Non-Rational Thinkers

The Health Ranger Report

Play Episode Listen Later Jun 10, 2026 162:56


Stay informed on current events, visit www.NaturalNews.com  - Equities and Gold Silver Flash Crash Analysis (0:10) - Impact of the War on Gold Prices (5:16) - The Greater Bag Holder Theory and IPOs (8:26) - The Role of Gold and Silver in Financial Security (13:07) - The Future of Battery Technology and Donut Lab (27:37) - The Importance of Independent Research and Analysis (1:12:37) - The Role of AI in Advancing Technology (1:12:58) - The Economic and Social Impact of AI (1:25:35) - The Role of Precious Metals in Financial Security (1:25:48) - The Importance of Open-Mindedness and Rational Thinking (1:26:02) - Energy as the Foundation of Wealth (1:26:20) - The Role of Energy in Human Abundance (2:37:03) - Financial Strategies for the Future (2:38:41) - Promoting Battalion Metals (2:40:04) - Final Thoughts and Recommendations (2:42:17) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

The KE Report
Erik Wetterling – Precious Metals Corrections Highlight Which Portfolio Positions Are High-Conviction Alpha Investments Versus Beta Momentum Plays

The KE Report

Play Episode Listen Later Jun 9, 2026 17:51


Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to reflect on the status of the gold and silver bull market, after the corrective moves of the last few months.  He also outlines how he is approaching rebalancing his portfolio from a high-conviction standpoint, and by weighting his positioning heaviest to the junior resource stocks with compelling alpha catalysts on tap in their coming newsflow.    He starts off noting that the correction thus far in gold and silver, from the high peaks earlier this year to the recent lows is almost getting as extreme, on a percentage basis, as the moves seen in the metals during the Great Financial Crisis.  For this reason he believes most of the downside price moves have already occurred across the sector, and he is not expecting a prolonged multi-year bear market from here.   With regards to the junior resource stocks, his perspective is that these deeper corrections bring clarity to one's conviction in any given portfolio position.  When analyzing the downside trends that we've seen in precious metals stocks over the last few months, and especially during the sharp moves lower, like what we saw the end of last week; he encourages investors to reevaluate what they hold and why they got positioned in those stocks in the first place. One may feel compelled to accumulate a larger position as the price and valuation of a stock drops lower, because of the conviction they have in that company value catalysts on the horizon. The lower it goes, the more mispriced it will appear by the market, and the more compelling it will be on a risk/reward basis. In contrast, he points out being willing to sell out of a sector momentum beta position, especially if one gets lower conviction the more it corrects lower in price. This distinction will underscore that this position was more of a beta momentum trade, where the company was still dependent on higher metals prices strong sector sentiment to keep moving higher. He outlines that focusing on alpha catalysts in junior resource stocks, can end up meaning less outperformance during the really bullish periods, but conversely less downsize pressure during sector corrections.     Erik highlights why Goliath Resources Limited (TSX-V: GOT) (OTCQX: GOTRF) is a good example of a stock that has corrected hard with the rest of the PM sector, but is fully-funded for a 50,000 meter drill program, with a high hit rate on the prior few seasons of drilling, and a propensity to rerate based on positive newsflow. He notes that this stock is demonstrating a pricing pattern he has seen over and over again in junior mining stocks. Often a correcting stock will briefly break downside support, which is where the weak-conviction retail investors capitulate, and then the equity will consolidate and then suddenly surge higher based on their unique alpha catalysts, leaving investors chasing it higher once again.     Click here to follow Erik's analysis over at The Hedgeless Horseman website   * In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording.   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.  

The KE Report
Dave Erfle - Are The Precious Metals In A Bear Market?

The KE Report

Play Episode Listen Later Jun 9, 2026 24:26


In this Daily Editorial, we welcome Dave Erfle, Founder and Editor of the Junior Miner Junky, to discuss the recent sharp breakdown across the precious metals sector. While short- and medium-term charts look technically weak, Dave explains why this correction might actually be a massive buying opportunity rather than the start of a prolonged bear market. Key Discussion Points: The Psychology of False Breakdowns: Why recent technical drops below key moving averages historically signal a powerful move in the opposite direction. Rock-Bottom Sentiment vs. Record Profits: An analysis of the Bullish Miners Percentage Index hitting zero despite producers coming off their most profitable quarter in history. Historical Analogs from 2008 to 2024: How past market corrections parallel today's action and what they tell us about the ultimate bottom. Decreasing Margins vs. Balance Sheet Strength: A direct look at how major producers and explorers are equipped to withstand lower gold prices without dilution risk. The Impending Rotation from General Equities: Why deeply undervalued mining stocks are perfectly positioned to capture capital as overextended tech sectors cool down.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/   -------------------- 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 or investment product. Investing in equities, commodities, really everything 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.

Street Smart Success
717: Precious Metals, The Ultimate Hedge Against Market Volatility

Street Smart Success

Play Episode Listen Later Jun 4, 2026 35:55


As the federal government continues to print more money, the value of the dollar decreases. Other countries are already beginning to trade in alternative currencies to the dollar. With economic uncertainty, including inflation and other types of market instability, risk mitigation is key. That's why hard assets with a component of scarcity in a portfolio make sense for capital preservation. One of the better examples is precious metals like gold. Gold holds its value and even increases in downturns. Gold hit new highs in 2025. Dana Samuelson, President of the American Gold Exchange, has decades of experience with rare U.S. gold coins and other precious metals.

Stocks To Watch
Episode 825: Renegade Gold ($RAGE | $RENGF) Chairman Discusses Updated Red Lake Project Resource

Stocks To Watch

Play Episode Listen Later Jun 2, 2026 8:44


This interview is disseminated on behalf of Renegade Gold Inc. Renegade Gold Inc. (TSXV: RAGE | OTCQB: RENGF | FSE: 0700) Chairman Enrico Paolone discusses the company's 2026 mineral resource estimate for the Red Lake Project, Ontario's evolving mining landscape, and the broader valuation gap he sees in today's market.For more info, visit: https://www.renegadegold.comWatch the full YouTube interview here: https://youtu.be/qGLNFXNsKs0?si=5FFyowDrnO50ZREJAnd follow us to stay updated: https://www.youtube.com/GlobalOneMedia 

Stocks To Watch
Episode 824: Paramount Gold Nevada ($PZG) Discusses Updated Grassy Mountain Project Feasibility Study

Stocks To Watch

Play Episode Listen Later Jun 2, 2026 18:28


This interview is disseminated on behalf of Paramount Gold Nevada Corp.Paramount Gold Nevada (NYSE American: PZG) has released an updated feasibility study for its Grassy Mountain Gold Project in Oregon. The study updates the company's 2022 Feasibility Study and reflects current metal price assumptions, capital and operating cost estimates, and a revised mine plan. CEO Rachel Goldman discusses the key findings in this interview.Learn more: https://paramountnevada.comWatch the full YouTube interview here: https://youtu.be/VGEgB1paoVAAnd follow us to stay updated: https://www.youtube.com/GlobalOneMedia 

The KE Report
Dave Erfle - Stagflationary Signals, Record Miners Earnings, and the Case for Buying the Boredom in Precious Metals

The KE Report

Play Episode Listen Later Jun 2, 2026 19:35


In this Daily Editorial, we sit down with Dave Erfle, founder and editor of the Junior Miner Junky, to unpack the current divergence in the commodities sector. While copper continues its powerful breakout, the precious metals sector has lulled many investors to sleep despite remarkable corporate health and macro tailwinds. Key Discussion Points: Precious Metals Range-Bound Trading: An overview of gold ($4,500/oz) and silver price action relative to their 50-day and 200-day moving averages, and why a technical decision point is rapidly approaching. Stagflationary Economic Drivers: How the latest downwardly revised US GDP data (1.6%) and rising PCE inflation (3.3%) are providing a fundamentally supportive backdrop for hard assets. Unprecedented Corporate Health: A look at the record-breaking Q1 earnings and strong balance sheets of producers like Newmont, contrasting their historically low valuations against an overextended broader stock market. The Speculative Frenzy Absence: Why the lack of a sector-wide bubble in junior equities and multi-year low open interest indicate that the precious metals sector remains completely overlooked. Copper vs. Gold Rotations: Analysis of the strong volume and capital flowing into critical minerals and copper compared to the summer doldrums gripping gold and silver.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/   --------------------------- 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 or investment product. Investing in equities, commodities, really everything 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.

And We Know
5.30.26: Layoffs/Business Closing affects Precious Metals? Trump and the FED, Zombie Foreclosures, PRAY!

And We Know

Play Episode Listen Later May 30, 2026 20:39


Protect your investments with And We Know http://andweknow.com/gold Or call 720-605-3900, Tell them “LT” sent you. ————————— ➜ Our AWK Website: https://www.andweknow.com/ ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ------- *DONATIONS SITE: https://bit.ly/2Lgdrh5 *Mail your gift to: And We Know 30650 Rancho California Rd STE D406-123 (or D406-126) Temecula, CA 92591 ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ➜ Audio Bible https://www.biblegateway.com/audio/mclean/kjv/1John.3.16 Connect with us in the following ways: + DISCORD Fellows: https://discord.gg/kMt8R2FC4z

Stocks To Watch
Episode 823: Aftermath Silver ($AAG | $AAGFF) CEO on Berenguela Project Drill Results and Next Steps

Stocks To Watch

Play Episode Listen Later May 29, 2026 8:48


This interview is disseminated on behalf of Aftermath Silver Ltd. Aftermath Silver (TSXV: AAG | OTCQX: AAGFF | FRA: FLM1) President, CEO, and Director Ralph Rushton joins Stocks to Watch to discuss the latest drilling results from the Berenguela silver-copper-manganese deposit in Peru, including high-grade intercepts, ongoing infill and geotechnical drilling, and the company's broader exploration strategy.Learn more: https://aftermathsilver.com/Watch the full YouTube interview here: https://youtu.be/cA5F8NXUqG0And follow us to stay updated: https://www.youtube.com/GlobalOneMedia 

SD Bullion
NEWSMAX Interviews SD Bullion Senior Analyst James Anderson at the Market Movers Conference in New York City on Gold, Silver, and the Future of Precious Metals

SD Bullion

Play Episode Listen Later May 22, 2026 9:09


James Anderson recently joined NEWSMAX at the Market Movers Conference in New York City to discuss the growing momentum behind gold, silver, and the broader commodities market. During the interview, we covered why he believes precious metals are still in the early stages of a major bull market and how global economic uncertainty continues driving demand for physical bullion. He also shared my thoughts on inflation, commodity supercycles, industry portfolio allocation recommendations, and why gold and silver remain important tools for long-term wealth preservation. It was a great conversation covering both market fundamentals and the geopolitical forces shaping the future of precious metals. Listen to the full interview to hear my latest outlook on where the gold and silver markets may be headed next.

The IC-DISC Show
Ep074: Fifty Years of Precious Metals with Larry Drummond

The IC-DISC Show

Play Episode Listen Later May 18, 2026 32:45


The strongest industries are built on relationships that outlast individual transactions. In this episode of the IC-DISC Show, I sit down with Larry Drummond, Executive Director of the International Precious Metals Institute (IPMI), to talk about what fifty years of industry collaboration has taught him about trust, transparency, and building lasting business connections. Larry shared how IPMI started in 1976 when a group of New York-area scientists came together to share data across competing precious metals companies. After 25 years at Engelhard and a leadership role at Metalor, he came out of retirement in 2018 to lead the organization he had served as a volunteer board member and past president. What struck me most was Larry's description of an industry where someone can be your customer, vendor, and competitor at the same time. He shared examples of refiners picking up the phone to ask competitors for help during operational setbacks, knowing the favor would be returned without losing customers in the process. The conversation reminded me that even in commodity-driven businesses, transparency and verified trust create the foundation for everything else. With IPMI's 50th annual conference coming up in Orlando, Larry's perspective is a great preview of what makes this industry tick. SHOW HIGHLIGHTS * In precious metals, the same company can be your customer, vendor, and competitor at the same exact time. * IPMI was founded in 1976 by New York-area scientists who recognized the value of sharing data across competing companies. * When operations go down, refiners call competitors for a week of help, knowing the favor will be returned without customer poaching. * Record-high gold prices flooded refiners with material, but financing costs and capacity limits turned some lots into losers. * IPMI memberships pay for themselves through the price discount on a single annual conference registration. * Portable x-ray guns have transformed the industry, letting even small operators verify what they have before shipping it up the chain. Contact Details LinkedIn - Larry Drummond LINKS Show NotesBe a Guest About IC-DISC AllianceAbout IPMI TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Larry Drummond: Unique things about this industry is that someone can be your customer, vendor, and competitor at the same exact time. Those relationships, even with your competitors, I can't say there's any kind of big precious metal company that something hasn't gone wrong in your operation at some point in time. I've personally been involved in situations where you could pick up the phone and call your competitor and say, "Listen, I need help for about a week." And they will handle some of your materials and not steal your customer because they know one day they may pick up the phone and call you. David Spray: Good morning, Larry. How are you this morning? Larry Drummond: Very good, David. Good morning. How are you? David Spray: I am great, thank you. So you are, I believe, the executive director of the International Precious Metals Institute, is that correct? Larry Drummond: That's correct. David Spray: And I guess the organization goes by the initials, right? IPMI? Larry Drummond: Yes. Everyone refers to it as IPMI. When we do legal documents, we use the full name, but for the most part we just use IPMI. David Spray: Okay. So can you just tell me a bit of the history of IPMI? Has it been around very long? Larry Drummond: Yeah. Well, we've been around very long and it's very appropriate we're doing this podcast today because we're celebrating our Jubilee year this year. So we were formed in July of 1976 and the history is that a group of scientists in the greater New York area where there was many major precious metal companies had formed, got together because they saw the need to share scientific data. And what's important about this is the pathway that they set still lives on today where people, member companies openly share a lot of information. Now again, they don't share their total trade secrets, but they share information where collectively the industry gets to benefit from that. David Spray: Okay. So Larry Drummond: It was started by a group of scientists and we've grown from there and we'll talk more about that during the course of the podcast here. David Spray: Okay. Well, that is great. And so when did you join the organization? Larry Drummond: So I joined in the late '90s, around 1997 I think was my first PMI. And the IPMI is really founded on volunteerism. There's actually only two of us that are employees and the rest are volunteers. So I was one of those volunteers and very early on got involved with the board of directors. I worked for Englehart Corporation for over 25 years and Englehart was one of the cornerstone founding members. Now it's owned by BASF. So in 2002, I joined the board and the executive committee and before we had term limits, I served on that for over 13 years as a. Oh, wow. And including all the officer roles and I'm also a past president of IPMI, which is a volunteer role. David Spray: Okay. And then at some point you shifted from being a member to being the executive director, is that correct? Larry Drummond: Yeah. I'm the past president for the Americas for Medalor Corporation, which is now part of Tanaka. And I retired in 2015 for a brief while and in 2018, I went back to work for the IPMI as the executive director. David Spray: I bet that must be great to be able to reconnect with all your longtime contacts in the industry. Larry Drummond: It's true. And it's really one of the key attributes of IPMI is really building relationships. If I could, if you look at our tagline, it's connecting you to the world of precious metals. And when I talk to people, especially people getting involved for the first time, I said, "Well, what does that mean?" I said, "We can boil IPMI down to really a few words and what they mean." It's connect, learn and build relationships. I was fortunate that I've spent essentially my entire career in precious metals, again, joining Ellhart in 1979. And some of those relationships that I've built over the years still exist today. So it's really one of the key things that we try and stress to people is to really build relationships. And the important part about that is that our industry, the transactions are very high value in terms of the precious getting transacted. And in many cases, you as a vendor are sending what you think to be a known amount of precious metals contained in some form that a refiner has to refine and produce fine metal out of. So there's a lot of trust involved. So building those relationships, it's trust but verified trust. Building those relationships is key and it's something that our members are very good at and personally that I've benefited from over the years in my career. And to this day, like you mentioned a few minutes ago, there's still many colleagues that I have that I've had relationships for over 30 years, you know what I mean? Wow. David Spray: Yeah, it's so interesting because on the surface it's a commodity. And so you would think that relationship wouldn't matter. You would think that just, "Hey, I'm buying two ounces of gold or a pound of gold and here's the price and we agreed on the price. And so what's the need for the relationship?" But I think you bring up a good point. It's because the seller may not know completely to the gram maybe how much material they have or the grade of the material. Is that kind of where that trust comes in? Because they think they're selling one thing, the refinery gets something and their team says it's slightly different. Is that what happens? Larry Drummond: Well, again, the trust comes in because many, I would say most of our member companies really have state-of-the-art laboratories, especially the big refineries and those are accredited laboratories. I David Spray: See. Larry Drummond: So there's techniques in terms of sampling and analytical procedures that really define how much metal is in particular a lot and it's not a perfect science, but it's a science that's been developed over the years. And so there's that trust, but it's verifiable trust. David Spray: Understood. So I imagine now when you came into the industry, did the people selling the material to the refiners, did they have that same type of equipment to know with that same precision or is that something that's just evolved as equipment has gotten more precise? Larry Drummond: Well, it's evolved over the years, particularly with the advances and the portable x-ray guns that now almost anyone can buy and afford. So if you're a very small company sending stuff up through the sort of food chain, if you will, of transactions, you can have a fairly good idea of what you have. David Spray: Okay. Okay. So what do you enjoy the most about this executive director role? Larry Drummond: Really, I think the thing I enjoy the most is really to see people building those relationships and I try and foster that. In other words, there's especially any new member or new attendee that comes to one of our events, there's an open door policy where, hey, if there's anyone you want to meet, myself or one of my colleagues will introduce you. And so I think really the thing I get the most out of it is really seeing those new developments in terms of relationships and then the fostering of the old ones. That's really what I get out the most. And one thing I want to highlight is we're going to be coming up to our annual conference. For any first time attendees at our annual conference, there is a kickoff social event on Saturday afternoon and it's by invitation for all first time attendees and myself, some of the officers, some key members, some past presidents are present at this social function and at this social function we just give some words of wisdom, if you will, on how to best navigate your first IPMI conference. And again, we'll stress this building of relationships and we'll also, again, stress this open door policy. If there's any particular person you want to meet, just let us know and one of us will make sure you get introduced. David Spray: I really appreciate that because I think you may recall that this will be my first conference. Larry Drummond: Exactly. David Spray: I saw that first timer event. And it's interesting because I've been a member of REMA, the Recycled Materials Association, also known as ISRI for 20 years or so. And I really just stumbled across one of your members as one of my team members who's doing some research trying to find more scrap metal people and they kind of stumbled on this person and they ended up becoming a client and they said to me, "Oh, you've got to be at the annual conference. We're happy to make some introductions." And yeah, it seems like there's a lot of similarities between that and the industry I know a little better the recycling scrap metal industry in terms of relationship, duration of relationships, networking. So yeah, I'm just so excited to attend. And I'm doing the whole thing. I'm coming in the day before on Friday so I can play in the golf tournament and go to that new timers, first timers event. I'm really looking forward to it. Larry Drummond: At the first timers event we started a few years ago now and it's really proven to be very worthwhile. We've gotten a lot of good feedback on it. So yeah, we're looking forward to seeing you and a bunch of other new people at that event. David Spray: Yeah, that sounds great. Are you doing anything different for it being the 50th annual or is it just business as usual like any annual conference? Larry Drummond: No. Well, again, we have our annual conference agenda, which is again, a combination of technical presentations and social events. And if I could maybe just expand a little bit on that for those that may not have attended, again, it kicks off technically we kick off Saturday night with an opening reception. We've developed an agenda to have pre-events prior to the opening reception and that's the golf event and we have another one at the same time as the golf event, a pickleball tournament for those so inclined to play pickleball. And then there's a session for the student meet and greet. So these are for the graduate student awards program that we have and the first time attendees. But then when we kick off on Sunday morning with the actual programs, it's designed basically to have technical presentations in the morning. There's usually one right after lunch, but then from about three o'clock on, there's a variety of social functions up through 10 o'clock at night each night. Culminate- David Spray: Yeah, to encourage that networking, right? Larry Drummond: Exactly. And a lot of our attendees have wall to wall meetings. I view my role in putting on this annual conference as offering sort of a smorgasbord of items in a combination of technical items, obviously the food and beverage and the social events, then everyone can pick and choose what they need to do. There are some members that will attend every technical session. There are others that may have 30 meetings set up over the course of. So again, what we try and do is provide that landscape, if you will, so that everyone can pick and choose what they need to do when they need to do it. David Spray: Okay. No, that makes sense. Yeah, like I said, I'm super excited to be there for the 50th. Let's see. And that'll be in Orlando at the Hyatt Grand Cypress Resort. Larry Drummond: Yeah. So we're at the Hyatt Grand Cypress and just a word to those who have not registered yet, you can register right up until the conference. The one issue we have is that the hotel is sold out on the Monday and Tuesday evening. So if you go on our website, you'll see we've put some alternative hotels. The one good thing about this location, we listed four or five, but there are probably 25 hotels within a five-minute Uber ride of the Hyatt because it's basically right next door to Disney Springs, so it's pretty accessible. David Spray: Okay. Well, that sounds great. Yeah, one of the questions I had was whether it was too late Larry Drummond: Not David Spray: To register. Larry Drummond: David, if I could, I don't think I fully answered the ... So for the 50th, so we have the presentations and the social events, but we're also working in throughout the days and evenings celebratory items of the 50th. So there'll be some videos playing. There's a lot of different graphics. So we're working a bunch of things in with the branding of the 50th, if you will. David Spray: Okay. Yeah, no, it's pretty exciting. In fact, I'm on the website. They have the countdown clock, 22 days, 23 hours, 42 minutes and two seconds. Did the attendees have to be a member of IPM or is Larry Drummond: There a David Spray: Guest option? Larry Drummond: No, no. You do not have to be a member. You'll see if when you go to a register, if you are a member, then you get the member price. So there's basically at all our events, the members get a discounted price, which is one of the benefits of membership. So there's a price delta, if you will, for non-members. And what we've done, you could see it's not much, but we've made it a little bit of a incentive, if you will, to take a couple of minutes out and join as a member because you can actually save more than what the individual membership costs. Corporate memberships obviously are a little bit more expensive, but for an individual membership, the price you pay for the membership is actually a savings compared to the price difference you'll pay for an event for one event. David Spray: Yeah, I noticed that. I joined I think about a year ago, nine months ago and this will be my first actual event and I noticed that. I noticed the price delta and I registered early. I have my hotel room and I noticed that. I'm like, wow, that membership's a no-brainer. It pays for itself if you just go to one event. Larry Drummond: Exactly. And we try to encourage that because again, some people maybe they just don't want to be bothered or have the time to take out. But the problem is even if you just go to one event by being a member, then you have access to all the information, the newsletters, the website. When we do have an event, then there's an app for the event. So you get all these other benefits as well. David Spray: Okay. And where is IPMI located physically? Is it in Orlando? No. Larry Drummond: So physically we have, it's myself and Sandra Orranz, who is our longtime administrative manager and she has an office in Pensacola, Florida. I'm working out of my home here in New Jersey, but physically we have an office in Pensacola. David Spray: And I must say Sandra has been wonderful to work with. I can't believe how ... She makes me feel like I'm the only member that she has to help and I know I certainly am not. So yeah, she is so impressive. Well, that explains it that she's been doing this for a little while. Larry Drummond: It's a funny story. One of my predecessors, and it's the reason we're in Pensacola, by the way, he was an executive that retired from Roman Haas in Philadelphia and he retired to Pensacola and he was the one that they hired to be executive director at the time, this was over 25 years ago. And so he was looking for office space in Pensacola and he happened to go into this office where Sandra was working, which that particular business was going out of business. Oh, really? David Spray: Well, Larry Drummond: The office space became available and they hit it off, had a great conversation. As you could see, it's very easy to talk to. So the joke is the internal joke that we have is Sandra says that she came with the furniture. David Spray: Now, will she be at the conference? Larry Drummond: Absolutely. That's great. David Spray: I look forward to finally meeting her in person as well as meeting you physically. Larry Drummond: She'll be there manning the registration room, which is front and center. You'll see once you arrive at the hotel and we'll be there in force. David Spray: Now do you have the latest registrar headcount? Is it in the several hundreds? Larry Drummond: Yeah, we just pressed it over 500 the other day. So we generally are in that 500 to 525 range, so we will probably exceed that this year. Despite the discounts that we offer, you'd be surprised at how many people still register rather late. David Spray: Yeah, I guess some people, their schedule is just harder to commit to that far out. Now you said you're in New Jersey. Are you from New Jersey originally? Larry Drummond: Yeah, I'm born and raised in New Jersey. And again, starting back with back in the late '70s, which was New Jersey based headquartered New Jersey and like I said, now BASF. So no, I've been in New Jersey in my entire life. David Spray: Okay. Yeah, there's some beautiful parts of the Garden State. I've got several clients in New Jersey and especially the Jersey Shore is ... Yeah, it's just so funny because I'm in Houston and Houston has elements that remind me of places in New Jersey in terms of if your only experience in Houston is just driving through town on Interstate 10, or if you've only flown into the airport, your perspective is, oh, it's industrial, there's a lot of manufacturing, chemicals, and it seems like not a great place to live. But when you get off the beaten path and you get into the real neighborhoods and the rural areas, you realize just how beautiful much of the state is. Larry Drummond: New Jersey is very much like that. A lot of people have the perception that everything is like how it is right around Newark Airport there and I could tell you it's not. When you get 30 minutes outside of that area, as you probably know, there's so many beautiful areas. David Spray: Yeah. So what about the future of the organization? What are you and the board excited about over the next five to 10 years? Larry Drummond: What we're excited about and what we've been working on is really to try and expand a bit to what I call sort of underserved segments and not optimally served geographical areas. So yes, we are the International Precious Metal Institute with heavy membership from North America and Europe, but we also have a lot of member companies from Asia. So in terms of the underrepresented segments, we've been working with the jewelry industry to try and expand the members and the attendees that we get directly from the jewelry industry. We have a bunch of people involved from the jewelry scrap side of things. Actual jewelry manufacturers were trying to expand on that. And so we've collaboratively joined forces, if you will, with CJO, CIBJO, which is basically an association of associations of the jewelry industry and we have an event. They're actually celebrating their hundredth year this September in Italy and we'll be attending that event. So we've been attending for the past couple of years now to try and build on that. And geographically, one of the key areas, again, we're trying to work on a bit more and again, collaboratively in the Asia Pacific area with different organizations there to try and, again, cross fertilize it a bit as best we can. As an example, we have people speaking at conferences there and vice versa, inviting various people to speak at our event. In fact, you'll see it's pretty predominant. On the Monday morning we have a session called the World of Precious Metal Finance Gold and Silver, and we have three different speakers from Asia as part of that gold and silver panel. David Spray: Oh, that is great. And I noticed that on the agenda. I plan to go to as many of the events or the educational things just to learn as much as I can. But like you mentioned, I think my assistant already has me tentatively scheduled for about 15 meetings while I'm there. So it'll be a balance. Larry Drummond: One of the things I wanted to mention about, and this is, I think, important for those, especially people coming for the first time, is we've consciously adjusted these agendas over the past few years. If you go back in time, some of the IPMI meetings from many years ago, it was technical sessions all day long and then people just felt the need for meetings. Then there was three to four hour sessions for a bunch of years, but what I've done since I took over is we've really changed the timing of the sessions to be either 75 or 90 minutes, some are 60 minutes so that someone like yourself, they have 15 meetings and there's some people that may have even more meetings than that, you can pick and choose when you're doing, say, "Listen, all right, I really need to go to that golden silver one or this one." So when you're scheduling your meetings, you can then take that 90 minutes and just block it out so that you can attend certain sessions that you really feel that you want to. The other thing I've mentioned too is in the case that you just simply can't make those sessions, all attendees get a complete prospectus of all the presentations That are made after the conference. And the only asterisk I'd put on that is that we have to get authors permission to release their presentation to everyone. But I can tell you from past experience, it's like 99% of those presenting give us the authority to send it to all attendees. So that's another benefit that you have that if you are tied up in meetings that you still will get access to those presentations. David Spray: Well, that is great to know. And I think you said you joined the industry, you joined Englehart in 79, is Larry Drummond: That David Spray: Right? Larry Drummond: Yes. David Spray: So you've been involved with IPMI for almost its entire time of Larry Drummond: Being? No, I wouldn't go that far because again, I came up through finance. I was a very young accountant for hard back and David Spray: Stuff. Oh, okay. Larry Drummond: But as I grew into mid-management, if you will, by the mid 90s, that's when I started to get more involved with things like the IPMI. David Spray: I see. Okay. So you've only been involved about half the time that Larry Drummond: It's- Yeah, so just slightly more than half. Yeah. David Spray: Okay. And I'm just curious, since you've been involved in the industry, what comes to mind as one of the one or two biggest changes in the industry since you've been involved? Larry Drummond: I think really what's developed over time is this, I saw it when I first got involved, but it's much more so today, is the openness and transparency. So again, going back to what I said on the earlier part of this podcast about these building relationships, it's a two-way street obviously for everyone. But one of the unique things about this industry is that someone can be your customer, vendor, and competitor at the same exact time. David Spray: Isn't that interesting? Larry Drummond: And so I think that's what I've seen develop more and more as time goes on is this real sort of congruence of those kind of relationships. And as you'll see, when you attend the events, there's a lot of critical and detailed information exchanged. And obviously in private meetings, there's even more, but I think that's one of the key things that we've seen is that real transparency. David Spray: No, that sounds great. And it sounds like what maybe hasn't changed is just the importance of the relationships. That probably sounds like that's been consistent over the whole time. Larry Drummond: That's key. And those relationships, even with your competitors, I can't say there's any kind of big precious metal company that something hasn't gone wrong in your operation at some point in time. Let's just say you're taking an inventory and you're supposed to be back up in operation next Monday and something happens and, "Hey, listen, you're going to be delayed a week." I've personally been involved in situations where you could pick up the phone and call your competitor and say, "Listen, I need help for about a week," and they will handle some of your materials and not steal your customer because they know one day they may pick up the phone and call you and say, "Hey, listen, we had a power failure, we had this, " whatever the situation was, but that they may need a helping hand too. So that's one of the key things that's really great about those relationships. David Spray: What about has the center of the gold industry shifted more to the Middle East or the Middle East role? Has that changed over time? Larry Drummond: Well, obviously there's a lot going on in the Middle East, but there's a big shift in that into the Asian market and that's one of the reasons why we have a predominance of Asian presenters and panelists as part of that golden silver session. David Spray: Okay. These record high prices, what's the impact of that on the industry other than I would assume ... Well, why don't I just ask you, what's been the impact of that? Has it been a good thing, a bad thing? Is it neutral for the industry? Larry Drummond: Well, I'd say overall for a lot of our members, it's a good thing, but it's a good thing that didn't also come with a lot of pain, if you will, along the way. So yes, generally speaking, the higher prices are better, but there was also a tremendous increase in the financing costs. And so as an example, if you think about the sort of supply chain of gold scraps, so this we buy gold stuff. So there's a corner store in a little shopping center where you live, we buy gold and that sells to another person who sells to another person who sells to maybe depending on the size of that operation, a couple of steps involved before we get a member company buying bigger lots and then it winds up going to the ultimate, what I call primary refiners or smelters where they're taking in scrap and their output is fine gold that's deliverable to the various exchanges like the London, Abullion Market Association, things like that, or into New York. But because so much material came out when this price came up, many of the refiners were getting filled up in terms of their capacity very quickly. And in this sort of refining gold business, it's a beat the clock kind of situation where you're settling with your customer and then you're transforming that metal into fin metal in your operation and then selling it to the marketplace. And So from the time you settle with your customer, which there's generally a preliminary settlement for almost the whole value of the lot upon receipt or day or so, a couple of days after receipt, you're financing that medal. So what a lot of member companies found was just inundated with material. And the issue is yes, even though you could possibly make more money because of the higher prices and the very slim percentage that they contractually get to retain as part of their commercial transaction, if the finance costs and the operation costs exceed that, then you're losing money on that lot. So there was a period of time where everyone along the line from the small guy all the way up, the financing cost and the timing of free capacity affected the situation. David Spray: Wow. Wow. Well, Larry, I can't believe how the time has flown by. Was there anything I didn't ask you that you wish I had? Larry Drummond: No, I'll just maybe put one final plugin for our annual conference. Again, for those of you who have never been to an IPMI conference, this would be a very good one to start your IPMI journey on. So again, June 6th to 9th in Orlando, Florida. There's still time to register if you go to wipi.org. All the information is there for you to see. And David, perhaps I can send you a link as well that maybe you can put at the end of the register registration link at the end of the podcast. David Spray: Yeah, please do that. And we also can put it in the email body itself that goes out to our email recipients and then in the show notes as well. Larry Drummond: Okay. David Spray: Well, Larry, thank you for your time. And like I said, I look forward to meeting you in person in a few weeks in Orlando. Larry Drummond: Okay. Look forward to seeing you. Thank you very much, David. David Spray: Thank you. There we have it. Another great episode. Thanks for listening in. If you want to continue the conversation, go to iciscshow.com. That's icy-d-icow.com. And we have additional information on the podcast, archived episodes, as well as a button to be a guest. So if you'd like to be a guest, go select that and fill out the information and we'd love to have you on the show. So that's it. We'll be back next time with another episode of The Icy Disc Show.

SD Bullion
Behind The Scenes At The Royal Mint

SD Bullion

Play Episode Listen Later May 14, 2026 17:31


SD Bullion travels to Wales for an exclusive behind-the-scenes look at the revival of one of Britain's most historic iconic coin designs — from centuries-old Angel coins and royal ceremonies to the striking of brand-new gold and silver Angels on the minting floor itself. As a modern bullion collector, getting an all-access pass inside The Royal Mint felt like stepping directly into living history. In this exclusive behind-the-scenes adventure, SD Bullion CEO Chase Turner and COO Cole Keller travel to Wales to witness the creation of the brand-new Angel bullion coin series from concept to striking floor. Along the way, Chase sits down with Royal Mint historian Chris Barker to uncover the incredible medieval story behind the original Angel coins, including royal healing ceremonies and centuries-old gold pieces once worn for protection. The tour also features conversations with Andrew Dickey, Director of Precious Metals, and Chief Engraver Gordon Summers, who reveal how The Royal Mint blends historic symbolism with cutting-edge bullion security and modern engraving artistry. From watching molten history become freshly struck gold Angels to actually starting the minting press themselves, this is the kind of collector experience you dream about your entire life.

Stocks To Watch
Episode 815: John Feneck on Gold, Silver, Critical Minerals, and Where to Find Value in Today’s Market

Stocks To Watch

Play Episode Listen Later May 11, 2026 27:49


Feneck Consulting Group CEO John Feneck joins us for a conversation about precious metals, critical minerals, and how investors should be positioning themselves amid ongoing political uncertainty. John shares his disciplined approach to portfolio construction, his outlook on gold and silver, and where he is seeing potential opportunities in the market.Learn more about Feneck Consulting: https://www.feneckconsulting.comWatch the full YouTube interview here: https://youtu.be/rwdqe1TlDIoAnd follow us to stay updated: https://www.youtube.com/GlobalOneMedia 

Mining Stock Daily
Inflation, Energy Chaos, and the Next Precious Metals Rally | Chris Temple

Mining Stock Daily

Play Episode Listen Later May 8, 2026 59:13


Chris Temple returns to Mining Stock Daily for a deep dive into the mounting global macro risks shaping energy, metals, and financial markets today. The conversation explores the growing disconnect between paper oil markets and physical supply realities as the Strait of Hormuz disruption continues to pressure inventories and global trade flows. Temple explains why he believes inflation risks remain severely underestimated, why bond markets are beginning to revolt against government debt levels, and how the next Federal Reserve leadership could fundamentally reshape monetary policy. The discussion also dives into gold, silver, and mining equities, including why generalist investors still have not fully returned to the resource sector despite record commodity prices. Chris outlines what could trigger the next major move higher in precious metals and why select developers and explorers may offer the best long-term value in the current market environment. From energy shortages and yield curve control to gold's next big catalyst, this episode connects the dots across some of the biggest macro themes facing investors in 2026.______Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠______This episode of Mining Stock Daily is brought to you by... ⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠Equinox Gold⁠⁠Integra Resources ⁠

Talking Real Money
Fear Sells Gold

Talking Real Money

Play Episode Listen Later May 6, 2026 35:08 Transcription Available


Don and Tom react to the gold-pushing radio show that replaced Talking Real Money, breaking down misleading claims about gold investing, TSP accounts, and “tax-free” gold IRAs while exposing the fear-based marketing behind precious metals sales. They contrast long-term investing with speculation, discuss Jamie Dimon comments taken wildly out of context, and explain why gold's recent surge says little about the future. Listener questions then shift the conversation toward international diversification, currency risk, sector tilts, Warren Buffett's investing philosophy, and the dangers of overly aggressive retirement portfolios.0:05 TRM celebrates escaping radio before being replaced by a gold-selling show0:41 Listening to “Striking Gold” and Jamie Dimon's gold comments taken out of context2:05 Gold sales commissions and fear-driven retirement marketing3:12 Gold's recent run versus long-term stock market returns4:18 Debunking claims that TSP assets are endangered by USPS finances5:30 Why fear and instability have driven gold prices higher lately5:55 Gold's massive decline from 1980 through 20007:07 Problems with comparing physical gold to cash savings7:38 Misleading claims about tax-free gold IRA withdrawals9:04 Gold IRA marketing tricks and Roth IRA confusion9:57 States stockpiling gold and why it may be a bad long-term idea10:30 Prepper logic: why ammo and canned food matter more than gold11:30 The economics behind nationwide gold radio advertising12:28 Listener calls, Auschwitz exhibit voiceover talk, and Chad's international investing question13:39 AVGE, international equities, and whether currency risk matters15:30 Emerging markets, currency swings, and diversification benefits16:15 Japan's lost decades and the importance of global diversification17:37 Why AVGE is a strong long-term diversified fund18:07 Why multinational U.S. companies are not true international diversification19:28 Robert asks about sector tilts and Warren Buffett underweighting financials20:46 Why sector overweighting lacks strong evidence21:32 The factors that actually have long-term data behind them22:52 Buffett's advice for regular investors versus Berkshire's strategy24:05 Francisco's $1.5 million retirement portfolio reviewed25:34 Concerns about low bond exposure and large-cap concentration27:12 Bond funds versus CD ladders and the real role of fixed income28:02 Problems with dividend-heavy retirement income portfolios28:50 “Hodgepodgey” portfolio construction and balancing risk29:05 Using the TRM risk quiz to evaluate stock/bond allocation30:04 Free fiduciary portfolio reviews from Appella advisors30:27 Tom jokes about putting gold in his least favorite brother's portfolioQuestions? Comments? Click!

Stocks To Watch
Episode 810: Eloro Resources ($ELO | $ELRRF) Reports MRE Update for the Iska Iska Project

Stocks To Watch

Play Episode Listen Later May 5, 2026 17:02


This interview is disseminated on behalf of Eloro Resources Ltd. Eloro Resources (TSX: ELO | OTCQX: ELRRF | FSE: P2QM) Chairman and CEO Thomas Larsen and Executive Vice President of Exploration and Latin American Operations Osvaldo Arce join Stocks to Watch to discuss the company's investment highlights and the updated 2026 Mineral Resource Estimate for the Iska Iska Silver-Tin Polymetallic Project in Bolivia.Learn more: https://elororesources.comWatch the full YouTube interview here: https://youtu.be/Xcz3_5-hh9cAnd follow us to stay updated: https://www.youtube.com/GlobalOneMedia 

Stocks To Watch
Episode 808: Nicola Mining ($NICM | $NIM) CEO on NASDAQ Uplisting and Path to Production

Stocks To Watch

Play Episode Listen Later May 1, 2026 11:22


This interview is disseminated on behalf of Nicola Mining Inc. Nicola Mining (NASDAQ: NICM | TSXV: NIM | FSE: HLIA) President, CEO, and Director Peter Espig discusses the company's NASDAQ uplisting and what sets Nicola apart as the only facility in British Columbia permitted to process third-party gold and silver mill feed from across the province.Learn more: https://nicolamining.com/Watch the full YouTube interview here: https://youtu.be/K-pHoxpukZ8And follow us to stay updated: https://www.youtube.com/GlobalOneMedia 

Stocks To Watch
Episode 802: LaFleur Minerals ($LFLR | $LFLRF) Targets Gold Production in Quebec’s Abitibi Gold Belt

Stocks To Watch

Play Episode Listen Later Apr 20, 2026 5:48


This interview is disseminated on behalf of LaFleur Minerals Inc. LaFleur Minerals (CSE: LFLR | OTCQB: LFLRF | FSE: 3WK0) is preparing to restart gold production in Quebec's prolific Abitibi Gold Belt. Chairman Kal Malhi joins us to discuss the company's fully permitted Beacon Gold Mill, the nearby Swanson Gold Deposit, and why management believes the combination of infrastructure, logistics, and existing permits gives LaFleur an advantage over other junior miners.Learn more: https://lafleurminerals.com/Watch the full YouTube interview here: https://youtu.be/xVtL1xeXVc4And follow us to stay updated: https://www.youtube.com/GlobalOneMedia

THE SOVEREIGN SOUL Show: Cutting Edge Topics, Guests & Awakened Truth Bombs with lotsa Love, Levity ’n Liberty.
Pres. Trump's “GREATEST RESET IN THE WORLD”, Could Silver Hit $1,000/oz this year?

THE SOVEREIGN SOUL Show: Cutting Edge Topics, Guests & Awakened Truth Bombs with lotsa Love, Levity ’n Liberty.

Play Episode Listen Later Apr 17, 2026 37:49


On this powerful episode, host Brad Wozny reviews President Trump's historic announcement that we are in the “WORLD'S MOST POWERFUL RESET”, made the very same day the Bilderberg group reportedly held a closed-door emergency meeting in Washington, D.C., as the Clarity Act and Treasury Secretary Scott Bessent moved aggressively to restore financial order in the nation's capital.  The following day, it was reported that the heads of Canada's national banks, the Bank of Canada, and Mark Carney, allegedly acting on behalf of Brookfield Asset Management, convened for an urgent meeting whose full details have yet to be disclosed. Meanwhile, we are seeing a SILVER SHOCKWAVE as silver has broken away from the globalist system's control: from COMEX to LBMA, from Paris to India and China to New York, as global price gaps explode, physical supply tightens to all-time lows, and pressure builds across markets. So are we witnessing the early stages of the greatest financial reset in modern history? With geopolitical shifts accelerating and signals pointing toward a major realignment in what can only be described as a new financial world order, Brad Wozny helps connect the dots on what is unfolding right now and whether its ultimate outcome will benefit all mankind.