Gold Newsletter Podcast: Recent Episodes
Fergus Hodgson
The Gold Newsletter Podcast, hosted by Fergus Hodgson and Brien Lundin, is your home for investment, economics, and geopolitics. It is a project of Jefferson Companies, which publishes Gold Newsletter and hosts the New Orleans Investment Conference. For show notes, go to http://goldnewsletter.com/podcast/.
Adam Dubove, cofounder and director of financial consulting firm Ichimoku Fibonacci, contends that the FTX failure does not represent a cryptocurrencies failure. However, he believes the US government will use the company’s failure as an excuse to add new regulations to allegedly protect the victims and create a false sense of security. Dubove, who has written for the PanAm Post, Cointelegraph, and others, explains that there is an ongoing debate in US Congress regarding crypto regulation. He claims that US congressmen can take a proregulation or procryptocurrencies approach, but in the meantime people are still free to use their preferred cryptocurrency.The Gold Newsletter podcast is proudly sponsored by Inventa Capital, a premier investment group with a first-rate portfolio of mining companies. Visit Inventa’s website to learn more.Show notes: https://goldnewsletter.com/podcast/how-ftx-epitomizes-regulatory-capture/
Peter Hartley, Rice University professor and scholar of energy economics at the Baker Institute, contends that the main reason for rising retail energy prices is an emphasis on so-called green or renewable energy and its political popularity. He explains that Vladimir Putin’s invasion of Ukraine exacerbated a preexisting trend.Hartley, who has worked on energy economics issues for 35 years, makes the case for nuclear energy by arguing that countries with more nuclear energy have lower energy prices. In contrast, he explains how wind and solar energy correlate with higher prices. Despite this, wind and solar energy are more popular among the population due to a romanticization of renewables.In our weekly Inventa Capital segment, Cherie Ledeen, CEO of Gold Bull Resources (TSX-V: GBRC), reports on the Sandman Project located in Nevada, United States. Ledeen shares that Gold Bull has already started the feasibility study for the Sandman Project. Further, she reveals that Gold Bull is in talks with two companies regarding merger and acquisition (M&A) opportunities, although she cannot yet reveal which ones.Show notes: https://goldnewsletter.com/podcast/case-for-nuclear-energy-renaissance/
When it comes to sound money, trader and financial educator Tone Vays argues bitcoin is the most robust among cryptocurrencies. Its unrivaled decentralization and security properties make bitcoin resistant to censorship, confiscation, and manipulation.Tone, who worked on Wall Street for 10 years prior to discovering bitcoin, sees gold and other precious metals as wealth protection and potential trades, rather than long-term investments because they resist inflation but pay no dividend. In contrast, he believes bitcoin will gain value over time and be the one asset that people can use across borders, once central-bank digital currencies become mainstream.The Gold Newsletter podcast is proudly sponsored by Inventa Capital, a premier investment group with a first-rate portfolio of mining companies. Visit Inventa’s website to learn more.Show notes: https://goldnewsletter.com/podcast/what-makes-bitcoin-crypto-gold-standard/
Brien Lundin, editor of Gold Newsletter, discusses the end-of-year issue, which includes a review of financial events, transcripts from the 2022 New Orleans Investment Conference (NOIC), and other high-value exclusive content. In this episode, Lundin also shares his insights regarding the implications of future Federal Reserve policies, the influence Wall Street traders have in financial markets, and the future of the gold and silver markets.For Lundin, in 2023, the US economic scenario will consist of relatively high inflation—between 4 and 6 percent—and easy-money policies issued by the Fed. Lundin foresees financial trends will be bearish for stocks and bonds and bullish for precious metals.Show notes: https://goldnewsletter.com/podcast/why-fed-chicken-out-inflation/
The US federal government is no longer within the boundaries that the Founding Fathers set up to limit the power of Washington. Dan Mitchell, a leading fiscal-policy economist, argues consecutive presidential administrations have increased federal spending, and they have made higher taxes a near certainty.A former senior fellow with the Cato Institute and the Heritage Foundation, Mitchell warns that US politicians consider tax competition a threat and that they have been promoting a tax cartel as a response. While the United States remains competitive regarding income taxes in contrast to some European countries, it is one of the worst jurisdictions when it comes to taxing capital.In our weekly Inventa Capital segment, Chris Donaldson, executive chairman of TinOne (TSX-V: TORC.V), reports on the latest drilling results from the Great Pyramid Project, Tasmania. Donaldson, who just returned from visiting the company’s projects in Australia, also notes positive news regarding the broader tin market. As reported by Andy Home of Reuters: "The faster the world moves towards the internet-of-things, the more tin will be needed to glue the expanding metaverse together." After a five-week price rebound, Donaldson expects the bull run to continue and drive up equities prices.Show notes: https://goldnewsletter.com/podcast/santa-claus-policies-spell-higher-taxes-americans/
While government policies around the world have markedly stimulated the electric-vehicle industry, Andrew Miller, head of price assessments at Benchmark Mineral Intelligence, argues the transition runs deeper and is already subject to inertia. Even the largest automobile companies have jumped on the bandwagon of electric vehicles. A central component is lithium-based batteries, and raw materials play a key role in prices. This year, for example, a spike in lithium prices has pushed up battery manufacturing costs. Miller is optimistic that in about five to 10 years, manufacturing of these batteries will achieve cost-effectiveness for broader use. In our weekly Inventa Capital segment, Chris Donaldson, executive chairman of TinOne (TSX-V: TORC.V), reports on the latest drilling results from the Great Pyramid Project, Tasmania. Donaldson, who just returned from visiting the company’s projects in Australia, also notes positive news regarding the broader tin market. As reported by Andy Home of Reuters: "The faster the world moves towards the internet-of-things, the more tin will be needed to glue the expanding metaverse together." After a five-week price rebound, Donaldson expects the bull run to continue and drive up equities prices.Show notes: https://goldnewsletter.com/nstoppable-electric-vehicle-transition/
JP Cortez, policy director of the Sound Money Defense League, argues money is a communicative tool for communities and a safeguard for individuals against totalitarian regimes. Sound money is crucial for a reliable marketplace, one in which people can engage, save, and invest. Cortez is also the lead author of the Sound Money Index, an annual report that determines which US states offer the most favorable environment for sound money. Regarding the 2022 edition, Cortez says Wyoming continues to lead the ranking, with legislators doing what they can to facilitate saving in gold, bitcoin, and other forms of sound money. In this episode, Cortez also explains massive shortcomings of central-bank digital currencies. In our weekly Inventa Capital segment, Craig Parry, executive chairman of Vizsla Copper (TSX-V: VCU), reports on the company’s plans over the next six months at the Woodjam Project in British Columbia. The British Columbian Supreme Court has just released the final approval for Viszla Copper to carry out the acquisition of this project.Show notes: https://goldnewsletter.com/podcast/sound-money-is-antidote-to-tyranny/
The US dollar’s strength is not good news for everybody. According to John Hathaway, a portfolio manager of Sprott Hathaway Special Situations Strategy and co-portfolio manager of the Sprott Gold Equity Fund, the dollar wrecking ball represents the last stand for paper currencies.For Hathaway, as the US dollar weakens and Fed officials resort to more quantitative easing, gold will appreciate. Regarding the recent event in which the gold price increased by over $50 three times in four days, Hathaway argues it is a response to negative news for financial markets, such as interest rate rises.In our weekly Inventa Capital segment, Michael Konnert, CEO at Vizsla Silver Corp. (TSX-V: VZLA; NYSE: VZLA) reports on the company’s new stock issuance. Having raised almost $30 million, Vizsla is fully funded for the next year, in which the company will continue with drilling at the Panuco silver-gold project located in Sinaloa, Mexico, and move towards production.Show notes: https://goldnewsletter.com/podcast/calm-before-storm-us-dollar/
The world needs energy, and nuclear energy appears to be one of the best alternatives for the foreseeable future. Fabi Lara, creator of The Next Big Rush—the media channel with the highest engagement rates in the junior mining industry—explains that nuclear energy's reputation has risen over time as green and secure.
Lara points out that developing nations are now the ones promoting the use of nuclear energy because it is cost-effective and works regardless of adverse climate conditions. Uranium is a key ingredient for nuclear energy, and its long production process allows investors to spot opportunities before the lag.
In our weekly Inventa Capital segment, Craig Parry, executive chairman of Vizsla Copper (TSX-V: VCU), reports on the company’s plans over the next six months at the Woodjam Project in British Columbia. The British Columbian Supreme Court has just released the final approval for Viszla Copper to carry out the acquisition of this project.
Show notes: https://goldnewsletter.com/podcast/what-a-millennial-investor-sees-in-uranium/
The rising energy crisis is a political problem. For John Locke Foundation CEO Amy Cooke, an energy policy specialist, innovation has been more effective than non-fossil fuel policies in ensuring a cleaner environment.
Given many attempts to skew perceptions and push ideological agendas, Cooke argues there should be free speech and open debate regarding energy policy in the United States. This would allow citizens to understand the tradeoffs of non-fossil fuel energy.
In late October, Gold Bull Resources (TSX.V: GBRC) (OTCQB: GBRCF) filed a preliminary economic assessment for the Sandman Project in Humboldt County, Nevada. CEO Cherie Leeden, in our weekly Inventa Capital segment, reports on the findings and the company’s future endeavors. With a small-scale open-pit mining project, Gold Bull Resources estimates production of 35,000 ounces of gold per annum for five years and a one-year payback period.
Show notes: https://goldnewsletter.com/podcast/what-censors-hide-about-energy-policy/
Geologist and mining analyst Joe Mazumdar discusses challenges and opportunities junior mining faces in the Post-COVID era. Companies are leaning towards local management to increase productivity and lessen the impacts from supply-chain disruptions.
For Mazumdar, the US dollar has an outsized influence on the gold price, as well as other commodities—overshadowing their fundamentals. For that reason, the market sentiment towards gold is negative for US investors but steady for those whose currencies are losing value.
In our weekly Inventa Capital segment, Michael Konnert, CEO at Vizsla Silver Corp. (TSX-V: VZLA) (NYSE: VZLA) reports on the company’s new stock issuance. Having raised almost $30 million, Vizsla is fully funded for the next year, in which the company will continue with drilling at the Panuco silver-gold project located in Sinaloa, Mexico, and move towards production.
Show notes: https://goldnewsletter.com/podcast/junior-mining-evolving-post-covid-era/
Economist and lawyer Avi Gilburt uses nothing but mathematics to manage his investments. Gilburt, founder of the live trading room ElliottWaveTrader.net, argues that charts and waves can help investors beat market sentiment.
Skyrocketing inflation and Fed measures are examples of factors driving market sentiment, and those investments with the largest number of investors—such as the S&P500—are more susceptible to it. In regards to the bearish gold market, Gilburt contends this market is passing through a corrective phase.
In late October, Gold Bull Resources (TSX.V: GBRC) (OTCQB: GBRCF) filed a preliminary economic assessment for the Sandman Project in Humboldt County, Nevada. CEO Cherie Leeden, in our weekly Inventa Capital segment, reports on the findings and the company’s future endeavors. With a small-scale open-pit mining project, Gold Bull Resources estimates production of 35,000 ounces of gold per annum for five years and a one-year payback period.
Show notes: https://goldnewsletter.com/podcast/let-numbers-not-biases-dictate-investments/
Daniel Lacalle, a Ph.D. in Economy and fund manager, argues financial crisis was hoovering around Europe long before. In Q4 2019, the German and French economies were at the edge of recession, while the Italian and Spanish economies were weakening significantly.
For Lacalle, COVID-19 and the Russia-Ukraine war have only been excuses. High intervention levels in policy and energy, high taxes, and challenging demographic conditions are the actual reasons.
Lacalle also demystifies the fact that the US dollar is performing better than other currencies. “The dollar is stronger because every currency else is worse,” he said.
In our weekly Inventa Capital segment, Chris Donaldson, executive chairman of Tin One, reports drill results from the Great Pyramid project located in Tasmania, Australia. The ongoing drilling program has returned exceptional high-grade results that continue to identify significant mineralized zones outside the historical resource area.
Show notes: https://goldnewsletter.com/podcast/opportunity-off-beaten-path-europe/
Mining investment could mitigate financial risks in times of market volatility. However, John Feneck, president of Feneck Consulting Group, suggests caution when choosing in which companies to invest.
Drawing on his 30-year experience as a financial consultant, John Feneck suggests investors to not disregard key factors such as debt and cash flow levels along with experience in the field. A company that is well prepared on all these fronts will successfully weather any storm.
In our weekly Inventa Capital segment, Craig Parry, executive chairman of Vizsla Copper (TSX-V: VCU), reports the company’s acquisition of consolidated Woodjam Copper. The project, located in mining-friendly British Columbia, Canada, has great potential for further exploration. For Parry, this transaction is a win, since copper will continue to gain value as the global energy transition takes place.
Show notes: https://goldnewsletter.com/podcast/what-john-feneck-has-eyes-for-in-junior-mining/
For fear of missing out, central banks are rushing to develop central bank digital currencies (CBDCs) to expand their control of the monetary system. Lawrence H. White, professor of economics at George Mason University, warns most CBDCs will run in centralized software, posing risks to users' privacy.
An expert on banking and monetary policy, White explains the emergence of stablecoins could become an opportunity rather than a threat for the US dollar. Stablecoins pegged to US dollars or gold are a vehicle to expand the US dollar and increase its value.
Gold Bull Resources (TSX.V: GBRC) (OTCQB: GBRCF) released the scoping study of its Sandman project in Nevada. In our weekly Inventa Capital segment, CEO Cherie Leeden shares the estimated returns and announces the firm could generate cash flows through a small-scale project in the near term.
Show notes: https://goldnewsletter.com/podcast/private-money-can-prevail-central-banks/
For Peter Boockvar, the Beakley Financial Group’s chief investment officer, stagflation is already in the United States, with inflation rates going up faster than those of economic growth. He thinks Fed officials face unprecedented challenges: dealing with inflation, preventing significant dislocations in the market, and avoiding further ballooning the US budget.
Peter will join us at the New Orleans Investment Conference on October 12–15, 2022. Listen to exclusive insight from him by securing a spot at this event here: https://neworleansconference.com/online-registration/
In our weekly Inventa Capital segment, Craig Parry, executive chairman of Vizsla Copper (TSX-V: VCU), reports the company’s acquisition of consolidated Woodjam Copper. The project, located in mining-friendly British Columbia, Canada, has great potential for further exploration. For Parry, this transaction is a win, since copper will continue to gain value as the global energy transition takes place.
Show notes: https://goldnewsletter.com/stagflation-new-normal-america/
For highly experienced investor Rick Rule, people would be better investors if they were to buy stocks as they buy their retail goods. At this moment, gold is similar to a warm jacket on sale when winter is close. Rule anticipates a bounce in the gold price as Fed officials pivot in their battle against inflation.
Rick Rule will be a speaker at the New Orleans Investment Conference (NOIC) on October 12–15. To learn more about the conference and secure a spot, visit https://neworleansconference.com/.
In our weekly Inventa Capital segment, Chris Donaldson, executive chairman of Tin One, reports drill results from the Great Pyramid project located in Tasmania, Australia. The ongoing drilling program has returned exceptional high-grade results that continue to identify significant mineralized zones outside the historical resource area.
Show notes: https://goldnewsletter.com/podcast/half-off-bargains-junior-miners/
Wagner Nolasco, a Brazilian real-estate investor and developer, achieved financial freedom in the United States. Despite an often gloomy outlook from many commentators, Nolasco argues the United States remains the most prosperous country. For him, US citizens should praise and protect freedom and those institutions that have created economic opportunities and wealth.
Nolasco foresees that inflation will continue to rise in the United States in the mid-term, but he discards hyperinflation. For him, gold, silver, and real estate are good assets to protect wealth in these troubled times. He also believes that even if borrowing rates have increased, getting a house is still a good deal.
Michael Konnert, director and CEO of Vizsla Silver (TSXV: VZLA | NYSE: VZLA), discusses the firm’s discovery of the Copala Vein in their Panuco project in Mexico and its subsequent drilling results in the Inventa Capital segment.
Show notes: https://goldnewsletter.com/podcast/why-brazilian-stands-up-for-america/
Many purporting to carry the flag of economics have for decades caused profound damage, under the belief that they can improve social conditions as untouchable policy gurus. George DiMartino, professor of international economics at the University of Denver, addresses this predicament in his latest book, The Tragic Science: How Economists Cause Harm, and reveals the negative impact of economists on society.
For DiMartino, economists must become aware of their constraints regarding social engineering and accept their fallibility. Economists are influential with how they shape our thinking, but DiMartino highlights that they do not have the capacity to control how their ideas will unfold and their outcomes, which are not always a success.
Gold Bull Resources (TSX.V: GBRC) (OTCQB: GBRCF) released its scoping study at the Sandman project in Nevada. In our weekly Inventa Capital segment, CEO Cherie Leeden shares the economic numbers and announces the firm could generate cash flows with a small-scale project in the near term.
Show notes: https://goldnewsletter.com/podcast/damage-wrought-economics/
US national debt, adding up pension and medical liabilities, is around $919,000 per taxpayer. Sheila Weinberg, founder and CEO at Truth in Accounting, explains how many obligations do not appear on federal and local governments’ accounting, in contrast to private-company reporting.
Weinberg perceives more citizens are becoming interested in debt numbers, now that inflation is affecting their pockets. For them, she recommends staying aware and critical of their governments’ fiscal management, since some—such as Illinois—have decided to leave out pensions and other retirement benefits completely from their debt reports.
In our weekly Inventa Capital segment, Chris Donaldson, executive chairman of Tin One, reports drill results from the Great Pyramid project located in Tasmania, Australia. The ongoing drilling program has returned exceptional high-grade results that continue to identify significant mineralized zones outside the historical resource area.
Show notes: https://goldnewsletter.com/podcast/americans-dont-know-governments-debts
Despite gold being down 2–3 percent in US dollar terms, gold has continued to preserve its purchasing power in the long term. In mid-August, gold was up 8 percent in euro terms and 15 percent in Japanese yen terms.
Ronald Stöferle, a fund manager and author of the “In Gold We Trust” report, argues gold will gain momentum later this year. With the recession in the United States, Federal Reserve officials will back down and implement expansionary monetary policy, which means helicopter money in the offing.
As a result, Stöferle foresees a period of inflation volatility, and gold would become crucial: “Gold is not there to make you rich quickly, but to protect your assets and weather storm
Gold Bull Resources (TSX.V: GBRC) (OTCQB: GBRCF) finished its drill program in June at the Sandman project in Nevada and is still awaiting assay results. In our weekly Inventa Capital segment, CEO Cherie Leeden says that in the meantime, the company has engaged a highly reputable mining engineer in Nevada to begin its scoping study.
Show notes: https://goldnewsletter.com/podcast/supposed-fed-hawks-doves-disguise/
Along with substantial economic growth in the past four decades, rising Chinese influence is undeniable. For fund manager Chen Lin, originally from China and now living in New Jersey, China still has a disadvantage over the United States. The US gold reserve is seven or eight times larger than China’s, he contends.
Lin started his stock newsletter in 2009 after successfully navigating his family portfolio during the 2008 recession. Although he is bullish on silver, Lin believes that a China-Taiwan war—an undesirable but likely scenario—could favor gold stocks.
In our weekly Inventa Capital segment, Jamie Keech, executive chairman of Vida Carbon, discusses the new paradigm of carbon credits in the voluntary market in our weekly Inventa Capital update.
Show notes: https://goldnewsletter.com/podcast/the-end-of-the-road-for-escalation-with-china/
Does the world have too many people? Steven Landsburg, a professor of economics at the University of Rochester, discusses the costs and benefits of having larger populations. He argues that many of the costs associated with population growth fall entirely on the families who bear new children while society at large stands to gain most of the benefits.
In our weekly Inventa Capital segment, Chairman Leo Hathaway of Golden Shield Resources (CSE: GSRI) announces that the company has just closed a C$6.3 million private placement. They also have nine additional drill targets for their Mazoa Hill project in southwestern Guyana.
Show notes: https://goldnewsletter.com/podcast/population-growth-benefits-do-not-meet-eye/
How does the Ukraine conflict play into the world's changing balance of power? Stephen Leeb, CEO of Leeb Capital Management, argues this is a turning point for the United States. The nation can no longer spend its way out of problems. He says the United States is not as self-sufficient as it once was and relies, in particular, too heavily on other countries for commodities.
Gold Bull Resources (TSX.V: GBRC) (OTCQB: GBRCF) finished its drill program in June at their Sandman project in Nevada and is still awaiting assay results. In our weekly Inventa Capital segment, CEO Cherie Leeden says that in the meantime, the company has engaged a highly reputable mining engineer in Nevada to begin their scoping study.
Show notes: https://goldnewsletter.com/podcast/ukraine-the-turning-point-in-americas-geopolitical-ascendancy/
Robert Lawson, a clinical professor of economics at the Cox School of Business at Southern Methodist University and co-author of the Economic Freedom of the World index report, explains that the hit to average global freedom will be worse than in the 2008 financial crisis.
Jamie Keech, executive chairman of Vida Carbon, discusses the new paradigm of carbon credits in the voluntary market in our weekly Inventa Capital update.
Show notes: https://goldnewsletter.com/podcast/covid-19-inflicts-bloodbath-on-economic-freedom/
For decades, Canada was one of the top 10 countries in the world for economic freedom but has slipped away in recent years. Fred McMahon, a resident fellow with the Fraser Institute, states that the data from the institute's newest report indicates that the trend continues to worsen, primarily due to government overspending.
In our weekly Inventa Capital segment, Chairman Leo Hathaway of Golden Shield Resources (CSE: GSRI) announces that the company has just closed a C$6.3 million private placement. They also have nine additional drill targets for their Mazoa Hill project in southwestern Guyana.
Show notes: https://goldnewsletter.com/podcast/why-canada-is-slipping-for-economic-freedom/
Daniele Bianchi, an associate professor at Queen Mary University of London, explains the recent cryptocurrency crash and walks us through a series of related topics ranging from the rise and proliferation of stablecoins to the development of central bank digital currencies.
In our weekly Inventa Capital segment, Chris Donaldson, the executive chairman of TinOne (TSXV: TORC), gives us an update on the company's first drill results from its Great Pyramid project in Tasmania, Australia. He also discusses the samples and mapping that the company has done for its second project, Aberfoyle.
Show notes: https://goldnewsletter.com/podcast/the-good-the-bad-the-ugly-of-the-crypto-crash/
How long will the US dollar last in light of the record inflation we have seen this year? James Turk, founder of Goldmoney and writer of the Free Gold Money Report, explains that the US dollar is in the closing stages of a long-term bubble and elaborates on the role technology will play in the future of currency.
Michael Konnert, director and CEO of Vizsla Silver (TSXV: VZLA | NYSE: VZLA), discusses the firm’s discovery of the Copala Vein in their Panuco project in Mexico and its subsequent drilling results in our latest Inventa Capital segment.
Show notes: https://goldnewsletter.com/podcast/how-the-us-dollar-will-end/
Gwen Preston, founder and editor of Resource Maven, discusses her plans and expectations for the other side of the bear market. Major factors include the Fed's monetary policy, an inflation-fighting recession, and the looming copper supply shortage that will result in skyrocketing prices.
Chairman Leo Hathaway of Golden Shield Resources (CSE: GSRI) announces the company’s second round of drill results from their Mazoa Hill target in southwestern Guyana and their new financing strategy. He expects their OTC option for Americans to become available in three to four weeks.
Show notes: https://goldnewsletter.com/podcast/what-the-green-revolution-will-demand-from-miners/
Jordan Roy-Byrne, editor and publisher of the Daily Gold, predicts that the Fed will have to stop hiking rates and cut them within a year, which could trigger an earth-shattering breakout for precious metals that drives gold to over $4,000 by the end of 2024.
Gold Bull Resources (TSX.V: GBRC) (OTCQB: GBRCF) is actively drilling at their Sandman project in Nevada and awaiting assay results to become available in the next two months. In our weekly Inventa Capital segment, CEO Cherie Leeden explains her company’s Australian mining methodology and its advantages over the North American approach.
Show notes: https://goldnewsletter.com/podcast/the-fed-move-that-will-bring-a-historic-gold-breakout/
Why is the Great Reset and stakeholder capitalism pertinent to the mining sector? Greg McCoach, CEO of American Gold Exchange, Inc. and publisher of the Mining Speculator, states that mining companies face pressure to adopt these agendas for fear of being maligned by the media and society at large.
He concludes with his own speculation and predictions regarding the elites’ underlying agenda and intentions for humanity and what we can do to prepare ourselves.
In our weekly Inventa Capital update, Cameron Tymstra, CEO and president of Tarachi Gold (CSE: TRG | OTCQB: TRGGF), discusses his recent trip to the firm’s Magistral project in Durango, Mexico, with the Ausenco engineering team. They are finalizing the engineering and design work for the mill, which marks a big step forward in pushing their asset into production.
Show notes: https://goldnewsletter.com/podcast/how-to-beat-the-great-reset/
Why is the junior mining sector struggling? Jeff Clark, a senior precious metals analyst at GoldSilver.com, says that in order to answer that question, we must look at who has been selling. According to him, the predominant sellers have been retail investors rather than institutional ones. He believes that now is the time to buy while prices are still low.
Chairman Leo Hathaway of Golden Shield Resources (CSE: GSRI) announces the company’s second round of drill results from their Mazoa Hill target in southwestern Guyana and their new financing strategy. He expects their OTC option for Americans to become available in three to four weeks.
Show notes: https://goldnewsletter.com/podcast/fundamentals-lift-a-gold-bugs-spirits/
Why should gold bugs pay attention to silver? David Morgan, publisher of The Morgan Report and author of “The Silver Manifesto,” explains that silver has outperformed gold historically during times of economic crisis and has wide industrial uses. He believes that current trends indicate a severe drop in supply relative to demand by 2030.
Gold Bull Resources (TSX.V: GBRC) (OTCQB: GBRCF) is actively drilling at their Sandman project in Nevada and awaiting assay results to become available in the next two months. In our weekly Inventa Capital segment, CEO Cherie Leeden explains her company’s Australian mining methodology and its advantage over the North American alternative.
Show notes: https://goldnewsletter.com/podcast/when-silver-beats-gold/
Bill Holter, a precious metals broker and partner with Jim Sinclair, discusses the motive behind the gold and silver market manipulation. He explains how investors can better safeguard themselves by purchasing and holding on to physical gold and silver, considering mining shares for leverage, and avoiding paper assets.
In our weekly sponsor segment, Charles Funk, CEO of Heliostar Metals (TSX-V: HSTR) (OTCQX: HSTXF), discusses the firm’s progress with its high-grade gold project in Unga and its plans for drilling the Centennial deposit. They are expecting results in July.
Show notes: https://goldnewsletter.com/podcast/how-to-protect-from-precious-metals-market-manipulation/
Robert (Bob) Burr, president and CEO of PANEX, has been involved in oil and gas exploration since 1971. He shares the risks, opportunities, and adventures investors should consider when investing in this sector, especially when doing so with smaller companies.
Vida Carbon is a new royalty and streaming company focused on the carbon credit sector. Jamie Keech, executive chairman of Vida Carbon, explains how lucrative the royalty model is for investors and how quickly the carbon credit space is growing.
Show notes: https://goldnewsletter.com/podcast/the-people-matter-most-in-oil-and-gas-exploration/
What is driving the latest drop in gold prices, and how should we invest accordingly? Daniel Oliver, founder of Myrmikan Capital, shares his personal strategy of avoiding margin debt and investing in resilient mining developments that can retain their assets during prolonged downtime to rebound when production resumes.
TinOne (TSXV:TORC) is a newly listed mining exploration company that currently has two tin projects in Tasmania, Great Pyramid and Aberfoyle. Chris Donaldson, the executive chairman, discusses the soaring price of tin in recent years and the drilling that has begun at the company’s Great Pyramid project.
Show notes: https://goldnewsletter.com/podcast/the-market-manipulation-concealing-a-mining-breakout/
David Skarica, founder and editor of Addicted to Profits, is a self-described tax refugee who relocated to the Bahamas from Canada in 2005. David believes that the stock market will be in a bust phase for the next six to 12 months, and he discusses opportunities for investors to make significant profits.
Chairman Leo Hathaway of Golden Shield Resources (CSE: GSRI) announces the initial drill results for Toucan Creek, one of eight prospects at the company’s flagship Marudi Mountain gold project in southwestern Guyana, adjacent to their current drill program in Mazoa Hill.
Show notes: https://goldnewsletter.com/podcast/reflections-of-a-canadian-tax-refugee/
Roman Skaskiw, a US war veteran and entrepreneur who lived in Ukraine for a decade, clears up myths about the war in Ukraine. He explains that Russia had expansionary ambitions well before talk of Ukrainian membership in NATO.
Outback Goldfields (TSX-V: OZ) (FSE: S600) (OTCQB: OZBKF) has completed the initial phase of exploration at the Yeungroon property in the historic Victorian Goldfields region. In our weekly sponsor segment, CEO Chris Donaldson explains that the firm has begun some initial drilling and is looking to expand the project before they begin diamond drilling.
Show Notes: https://goldnewsletter.com/podcast/us-entrepreneur-leaves-ukraine-unravels-russias-talking-points/
Why do bubbles still prevail in an era of ubiquitous information? Alex J. Pollock, a senior fellow with the Mises Institute, makes the case that fundamental uncertainty in finance and economics is unavoidable.
Vizsla Silver (TSXV:VZLA) (NYSE: VZLA) has put out its maiden silver mineral resource, equivalent to 106 million ounces, from its Panuco project in Mexico and has made several new discoveries as well as an extension of the Napoleon vein, CEO Mike Konnert explains in our weekly sponsor segment.
Show notes: https://goldnewsletter.com/podcast/why-you-can-bet-on-another-bubble-popping/
Canadian mining companies have experienced a decline in investments since the repeal of the tick test in 2012. Terry Lynch, CEO of Power Nickel and founder of Save Canadian Mining, explains how the advocacy group is taking the initiative to end predatory short selling in the stock market by working with securities regulators to reinstate the tick test.
In our weekly Inventa Capital update, Cameron Tymstra, CEO and president of Tarachi Gold (CSE: TRG | OTCQB: TRGGF), explains that the final metallurgical tests for the Magistral project in Mexico are currently underway. In support of Magistral’s development, Tarachi Gold has brought on a new vice president of operations, Todd Roth, who has over three decades of experience in the mining industry.
Show notes: https://goldnewsletter.com/podcast/save-canadian-mining-what-will-restore-trust-in-capital-markets/
Academics like Howard Zinn deliberately manipulated historical evidence to turn impressionable young people against their own country. Scholar Mary Grabar, PhD, exposes the Marxist objectives of both Zinn's work and Nicole Hanna-Jones's 1619 project.
Heliostar Metals (TSX-V: HSTR | OTC: HSTXF) is in the middle of drilling at their Cumaro project in Mexico. CEO Charles Funk explains what investors can expect in our weekly Inventa Capital update.
Show notes: https://goldnewsletter.com/podcast/how-faux-history-targets-american-capitalism/
Many conventional portfolio managers are trained in Keynesian economics and do not place much emphasis on the mining sector. Robert Van Gilder, a market expert, private investor, and speculator, makes the case that mining stocks are less risky than the S&P 500 and that gold stocks will exceed all-time-highs as the Fed continues to print money.
Gold Bull Resources (TSX.V: GBRC) (OTCQB: GBRCF) has two projects in Nevada, Sandman and Big Balds. In our weekly Inventa Capital segment, CEO Cherie Leeden explains that the first assay results are imminent for the Sandman project, and the firm is looking for brand-new discoveries.
Show notes: https://goldnewsletter.com/podcast/why-mining-is-the-last-escape-from-bubble-economies/
The OECD has pressured nations to adopt tax harmonization policies. Daniel J. Mitchell, the co-founder of the Center for Freedom and Prosperity, explains that whenever politicians discuss some form of tax harmonization, we can be 100 percent confident that they are always talking about raising taxes rather than lowering them.
Golden Shield Resources (CSE: GSRI) is a newly listed gold exploration company that has three projects in Guyana, South America. In our weekly sponsor segment, Chairman Leo Hathaway discusses the company’s flagship project in Marudi Mountain, which hosts a historical gold resource and is currently undergoing resource expansion and exploration drilling.
Show notes: https://goldnewsletter.com/podcast/tax-harmonization-a-ploy-to-pick-your-pocket/
While everyone seems to be losing in the Ukraine-Russia conflict, one sector has triumphed: commodities. John Feneck, a portfolio manager and founder of Feneck Consulting, explains that the commodities market was already in a rally before any discussions with Russia; however, the conflict has poured gas on the fire.
Outback Goldfields (TSX-V: OZ) (FSE: S600) (OTCQB: OZBKF) has four exploration projects in Australia’s historic Victorian Goldfields. In our weekly sponsor segment, CEO Chris Donaldson explains that the firm has resumed drilling in Yeungroon just before Christmas and will run a similar program in Ballarat West in the near future.
Show notes: https://goldnewsletter.com/podcast/commodities-are-winners-in-russia-ukraine-conflict/
The Austrian School of Economics is gaining traction in business schools and the political sphere alike. Per Bylund, PhD, a Mises Fellow and associate professor of entrepreneurship at Oklahoma State University, explains the appeal of the Austrian School in that it offers an alternative means to understanding financial crises and how free markets work.
Vizlsa Silver (TSXV:VZLA) (NYSE: VZLA) has discovered two new ore bodies in Napoleon and Tajitos, and the firm is expanding from 10 rigs to 13 rigs in 2022 for their newly consolidated project in Mexico, CEO Mike Konnert explains in our weekly sponsor segment.
Show notes: https://goldnewsletter.com/podcast/the-case-for-the-austrian-school-of-economics/
Political correctness has become a secular religion in business and academia. Loretta Breuning, founder of the Inner Mammal Institute and professor emerita of management at California State University, East Bay, wrote a book on the subject and explains the influences and motivations of those who submit to conformity versus those who do not.
Gold Bull Resources (TSX.V: GBRC) (OTCQB: GBRCF) has begun drilling at its Sandman project in Nevada. CEO Cherie Leedon explains what investors can expect in our weekly Inventa Capital update.
Show notes: https://goldnewsletter.com/podcast/how-to-escape-political-correctness
The pandemic has accelerated the trend towards centralization and the abdication of liberties in Canada. Andrew Moran, a writer and reporter with the Epoch Times and Liberty Nation News, details how mandates and lockdowns are hurting investment and the economic prospect for new generations.
Heliostar Metals (TSX-V: HSTR | OTC: HSTXF) is in the middle of a drilling program in Mexico. CEO Charles Funk explains what investors can expect in our weekly Inventa Capital update.
Show notes: https://goldnewsletter.com/podcast/canadas-road-to-serfdom/
The inimitable Doug Casey, founder of Casey Research, joins us for our very first livestreamed episode. A self-declared speculator, he provides a no-holds-barred analysis of today's markets.
Tarachi Gold (CNX: TRG) has completed its PEA for the Magistral gold project in Durango, Mexico, and is gearing up for an exciting 2022, CEO Cameron Tymstra explains in our weekly Inventa Capital update.
Show notes: https://goldnewsletter.com/podcast/doug-casey-on-life-crisis-investing-latest-book/
Increasingly, people are waking up from the illusion of the Federal Reserve System. Stefan Gleason, director of the Sound Money Defense League and Money Metals Exchange, believes gold, silver, and some cryptocurrencies are restoring sound-money principles.
Vizsla Silver (TSX-V/NYSE: VZLA) is now listed on the New York Stock Exchange and has made a new vein discovery in the Panuco project, CEO Michael Konnert tells us in our weekly sponsor segment.
Show notes: https://goldnewsletter.com/podcast/sound-money-is-making-a-comeback/
Today's political system is leading to polarization and disintegration. For the futurist author and speaker Max Borders, we must start building the pillars of a new society in money, education, and mutual aid.
Outback Goldfields (TSX-V: OZ) has four exploration projects in Australia's historic Victorian Goldfields. In our weekly sponsor segment, CEO Chris Donaldson explains how the firm is expanding them to find targets in 2022.
Show notes: https://goldnewsletter.com/podcast/how-to-build-a-parallel-society/
The degradation of core American values has worsened over the last decades, argues Jayant Bhandari, and the latest inflation surge is the canary in the coal mine for the economy. Is a breakup of the United States inevitable?
Tarachi Gold (CNX: TRG) has two projects in Mexico, Tarachi and Magistral. In our weekly sponsor segment, CEO Cameron Tymstra explains how Magistral is getting to gold production and what the firm is doing to engage with the local community.
Show notes: https://goldnewsletter.com/podcast/last-days-of-the-us-republic/
The pandemic has ushered in a global discussion about rebuilding the world economy. Yaël Ossowski, a Canadian journalist, activist, and entrepreneur based in Vienna, explains what the Great Reset means and how international institutions are working toward that end.
Heliostar Metals (TSX-V: HSTR) is resuming the first-ever drilling program at the firm’s precious-metal Cumaro project in Mexico. CEO Charles Funk explains all about it in our weekly sponsor segment.
Show notes: https://goldnewsletter.com/podcast/what-the-great-reset-portends-for-a-new-economy/
Cryptocurrencies are giving gold a run for its money, as younger generations prefer digital assets. Marc LoPresti, a Wall Street veteran with over 25 years of experience in alternative investments and asset management, believes the jury is still out on which one is a better inflation hedge.
In our weekly sponsor segment, Michael Konnert, CEO of Vizsla Silver (TSX-V: VZLA), summarizes the year's progress on the Panuco project in Mexico and how it is moving forward toward production.
Show notes: https://goldnewsletter.com/podcast/inflation-hedge-for-our-time-crypto-or-gold/
Are the unprecedented government stimulus and inflation not enough to send gold prices to the moon? Dana Samuelson, founder of American Gold Exchange and past president of the Professional Numismatists Guild, argues gold is like a coiled spring ready to explode.
In our weekly sponsor segment, Cherie Leeden, CEO of Gold Bull Resources (TSX-V: GBRC | OTC: GBRCF), explains what new technology the firm is bringing to gold exploration in Nevada.
Show notes: https://goldnewsletter.com/podcast/why-a-gold-breakout-is-just-around-the-corner
Where will the fixation on identity politics, cancel culture, and collective guilt lead society to? Mark Milke, a public policy analyst, keynote speaker, author, and columnist wrote a book on the topic.
In our weekly sponsor segment, Cameron Tymstra, CEO of Tarachi Gold (TSX-V: TRG), announces the recent preliminary economic assessment of the firm's Magistral project in Mexico and future plans.
Show notes: https://goldnewsletter.com/podcast/what-the-victim-mentality-doing-america/
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Is gold up to the task of being the money of the future? Dominic Frisby, a financial writer and comedian, argues the precious metal is ill-suited to the digital age.
In our weekly sponsor segment, Michael Konnert, CEO of Vizsla Silver (TSX-V: VZLA), tells how the Panuco project in Mexico came to be and what investors can expect in the coming months.
Show notes: https://goldnewsletter.com/podcast/will-gold-become-obsolete-in-a-digital-age/
FREE: Get Brien Lundin’s Top Two Mining Stocks! https://goldnewsletter.com/bonus/
There is more to the stock market than long-term investing and day trading. Markay Latimer, a successful active trader and educator, offers a middle ground for savvy market observers.
In our weekly sponsor segment, Charles Funk, CEO of Heliostar Metals (TSX-V: HSTR), explains the firm's high-grade gold hits and provides a timeframe for new results.
Show notes: https://goldnewsletter.com/podcast/markay-latimer-brings-trading-to-the-masses
For years, price-fixing in the gold market by central banks and large financial institutions has been an open secret, argues Chris Powell, secretary and treasurer of the Gold Anti-Trust Action Committee (GATA). He argues the evidence is there for all to see.
In our weekly sponsor segment, Charles Funk, CEO of Heliostar Metals (TSX-V: HSTR), explains the firm's high-grade gold hits and provides a timeframe for new results.
Show notes: https://goldnewsletter.com/podcast/questions-gold-fixing-deniers-refuse-to-answer/
Unlike after the 2008 financial crisis, now inflation is showing up in consumer prices around the globe. Robert Kientz, editor and publisher of Gold Silver Pros, argues central banks are caught between a rock and a hard place: combat rising inflation or risk crashing the stock market.
In our weekly sponsor segment, Michael Konnert, CEO of Vizsla Silver Corp. (TSX-V: VZLA), explains why the silver-gold Panuco project in Mexico is about to get much bigger.
Show notes: https://goldnewsletter.com/podcast/inflation-what-cornered-central-planners-will-do/
As institutional investors pour into cryptoassets and altcoins reach sky-high valuations, the number of skeptics dwindles. Graham Neary, founder and editor of Monopoly Investor, is one of them; he holds no cryptocurrencies and argues they are of little real value.
In our weekly sponsor segment, Cameron Tymstra, CEO of Tarachi Gold (CSE: TRG), lays out the roadmap for the months ahead in the firm’s exploration and development projects in Mexico.
Show notes: https://goldnewsletter.com/podcast/nocoiner-pokes-holes-in-crypto-bubble/
The debate among economists, policymakers, and investors about inflation projections is heating up. For Steven Globerman, an emeritus professor of economics at Western Washington University and a Fraser Institute scholar, there are many forces contributing to a sustained high-inflation environment.
In our weekly sponsor segment, Chris Donaldson, CEO of Outback Goldfields (CSE: OZ), explains how the firm will resume its drilling season in the historic Victorian Goldfields region, which is being rediscovered.
Show notes: https://goldnewsletter.com/podcast/inflation-projections-under-the-microscope/
Why haven’t gold and silver rallied given central banks’ unprecedented monetary expansion? For Jim Iuorio, managing director of TJM Institutional Services and a veteran trader, cryptoassets have become the new fiat-currency hedge.
In our weekly sponsor segment, Michael Konnert, CEO of Vizsla Silver (TSX: VZLA), lays out the next steps in what is probably the most aggressive mining project in all of Mexico.
Show notes: https://goldnewsletter.com/podcast/how-crypto-stole-golds-thunder/
Keeping track of mining firms can be complex and challenging. John Feneck, owner of Feneck Consulting, offers tips and strategies that have made him a successful portfolio manager in the mining and energy sectors.
On our weekly sponsor segment, Brien Lundin makes the case for Inventa Capital companies if listeners are looking to invest in junior miners.
Show notes: https://goldnewsletter.com/podcast/recipe-for-winning-mining-portfolio/
Economic data and the job market keep rebutting the official narrative inflation is transitory. Albert Lu, founder and CEO of Luma Financial, argues higher inflation is coming as the Federal Reserve's usual tools become ineffective.
In our weekly sponsor segment with Inventa Capital, president and CEO of Tarachi Gold (CSE: TRG), Cameron Tymstra, celebrates the high-grade assay results from the firm’s Magistral gold project in Mexico and explains the next steps toward commercial production.
Show notes: https://goldnewsletter.com/podcast/how-fed-downplayed-concealed-inflation/
Understanding the mood of markets is key to anticipating big moves. Steven Hochberg, the chief market analyst with Elliott Wave International, explains what previous exits from pandemics can teach investors and why he believes a bear run is ahead of us.
In our weekly sponsor segment with Inventa Capital, the CEO and director of Heliostar Metals (TSX: HSTR), Charles Funk, elaborates on new high-grade veins and porphyry targets at the firm’s Unga project.
Show notes: https://goldnewsletter.com/podcast/beat-the-bear-market-read-the-crowd/
Bubbles have been a staple of financial markets everywhere—and will continue to be for the foreseeable future. Matthias Weber, a finance professor at the University of St. Gallen. in Switzerland, has found out that neither investor experience nor sophistication eliminates financial bubbles.
In our weekly sponsor segment with Inventa Capital, the CEO and director of Heliostar Metals (TSX: HSTR), Charles Funk, elaborates on new high-grade veins and porphyry targets at the firm’s Unga project.
Show notes: https://goldnewsletter.com/podcast/why-bubbles-wont-go-away-any-time-soon/
For Otavio Costa, portfolio manager at Crescat Capital, the Federal Reserve may hike interest rates to appease inflation expectations, but it cannot do so sustainably in the long term. He argues the Fed's real mandate is the suppression of those rates to keep the economy afloat.
In our weekly sponsor segment with Inventa Capital, the CEO and director of Heliostar Metals (TSX: HSTR), Charles Funk, evaluates the firm's recent gold hits in the Unga project in Alaska.
Show notes: https://goldnewsletter.com/podcast/the-feds-shifting-goalposts-for-inflation/
The inflation genie is out of the bottle, and the Federal Reserve can convince the market of the opposite for only so long. Rich Checkan, COO and president of Asset Strategies International, argues gold is the most underappreciated asset right now given increasing inflation expectations.
In our weekly sponsor segment with Inventa Capital, the president and CEO of Vizsla Silver (TSX: VZLA), Michael Konnert, explains how the firm is coming out of a brief hiatus with one of the world's most aggressive exploration and drilling projects.
Show notes: https://goldnewsletter.com/podcast/how-feds-poker-face-will-come-undone/
The debate between temporary and permanent inflation is heating up, and Lyn Alden, an independent financial researcher and publisher, provides the key insights on how to ride out the inflation wave with precious metals.
In our weekly sponsor segment with Inventa Capital, the president and CEO of Tarachi Gold (CSE: TRG), Camerom Tymstra, lays out the main catalysts for firm's exploration project in Sonora, Mexico.
Show notes: https://goldnewsletter.com/podcast/why-inflation-is-here-to-stay/
The persistence of high inflation, low Treasury yields, and loose monetary policy will continue to offer a bullish scenario for commodities. Gerardo del Real, cofounder of Digest Publishing and coowner of Resource Stock Digest, argues investors who get into uranium and gold now stand to gain handsomely.
In our weekly sponsor segment with Inventa Capital, the CEO and director of Outback Goldfields (CSE: OZ), Chris Donaldson, offers an update regarding pandemic-related delays in the Victorian Goldfields.
Show notes: https://goldnewsletter.com/podcast/the-perfect-storm-for-uranium/
The unprecedented government debt and spending are laying the groundwork for stagflation in the United States. Dana Samuelson, founder of American Gold Exchange and past president of the Professional Numismatists Guild, argues now is the time to get into gold and silver.
As for our weekly sponsor segment with Inventa Capital, the CEO and director of Heliostar Metals (TSX: HSTR), Charles Funk, tells us what lies ahead for the firm’s high-grade gold project on Alaska’s Aleutian Islands.
Show notes: https://goldnewsletter.com/podcast/what-happen-precious-metals-stagflation-hits/
Despite increasing competition from other cryptocurrencies and scrutiny from regulators, bitcoin remains the king of digital assets. For Adam Dubove, cofounder of the trading community Ichimoku Fibonacci, bitcoin is a breakthrough in the history of money.
In our weekly segment with Inventa Capital, Chris Donaldson, CEO and director of Outback Goldfields (CSE: OZ), lists the catalysts for the firm’s properties in one of the best areas for high-grade gold exploration.
Show notes: https://goldnewsletter.com/podcast/why-bitcoin-crypto-gold-standardd/
The global transition to green energy offers plenty of opportunities for savvy investors. Nick Hodge, a contrarian investor, author, and commentator explains which metals and tech stocks to monitor.
In our weekly segment with Inventa Capital, Michael Konnert, president and CEO of Vizsla Silver (TSX: VZLA), details the busy summer at one of the world’s highest-grade silver projects: Panuco, Mexico.
Show notes: https://goldnewsletter.com/podcast/what-green-energy-miners-demands/
Campbell Harvey is one of those who argue brushing off inflation as transitory is a mistake. A finance professor at Duke University and an advisor with the Man Group, he has researched inflation-hedging strategies that have stood the test of time.
Show notes: https://goldnewsletter.com/podcast/winning-strategies-to-combat-inflation/
Thom Calandra is a veteran financial journalist, mining scout, and exploration hound. A cofounder of MarketWatch and the publisher of the Calandra Report, his specialty is finding opportunities way off the radar screen.
Show notes: https://goldnewsletter.com/podcast/how-thom-calandra-spots-mining-tenbaggers
Cognitive biases can make or break professional traders. For consultant, asset manager, and trader Rangan Padmanabhan, technical analysis provides an objective framework to interpret market moves instead of relying on narratives.
In our weekly segment with Inventa Capital, Chris Donaldson, CEO of Outback Goldfields (CSE: OZ), tells us why the Victorian Goldfields is getting hotter with exploration activity.
Show notes: https://goldnewsletter.com/podcast/trader-shares-biases-move-markets/
China has been accumulating tremendous amounts of oil, energy, and commodities for a reason. For author and investment adviser Stephen Leeb, Western countries are shooting themselves on the foot by slashing fossil-fuel consumption.
In our weekly segment with Inventa Capital, Charles Funk, CEO of Heliostar Metals (TSX: HSTR), explains the exceptional drill results from the firm's Unga gold project in Alaska.
Show notes: https://goldnewsletter.com/podcast/climate-alarmism-china-gift/
The rise of Modern Monetary Theory (MMT) in policy and academic circles is changing the discussion on government spending and taxation. For Steven Globerman, an emeritus professor of economics at Western Washington University and a Fraser Institute scholar, MMT is an old idea in new clothes.
In our weekly segment with Inventa Capital, Chris Donaldson, CEO of Outback Goldfields (CSE: OZ), tells us why the Victorian Goldfields, where the company has exploration projects, is getting hotter recently.
Show notes: https://goldnewsletter.com/podcast/truth-about-modern-monetary-theory/
Unlike others, mining is still an industry where retail investors can really get their teeth into it. For Frik Els, editor of Mining.com, there are great opportunities for the well-informed observer.
In our weekly segment with Inventa Capital, Charles Funk, CEO of Heliostar Metals (TSX: HSTR), explains the aftermath of the extraordinary sampling results in the firm’s Mexico project.
Show notes: https://goldnewsletter.com/podcast/how-find-mining-wisdom-information-overload/
The fundamentals of mining companies across the board have been improving over the past months. For John Feneck, a precious-metal and mining consultant, it is just a matter of time before we start seeing upside momentum.
In our weekly segment with Inventa Capital, Michael Konnert, president and CEO of Vizsla Silver (TSX: VZLA), describes new financing for the company and the prospect of more discoveries in Panuco, Mexico.
Show notes: https://goldnewsletter.com/podcast/mining-bull-run-has-just-begun/
Precious-metals exploration and development have seen shrinking investment over the last years. That trend is about to reverse, says David Garofalo, CEO of Gold Royalty Corp. He argues the junior-mining industry is in outstanding financial shape to profit from the winds of change.
In our weekly segment with Inventa Capital, Cameron Tymstra, president and CEO of Tarachi Gold, explains the company's spectacular drilling results in its Sonora (Mexico) project.
Show notes: https://goldnewsletter.com/podcast/why-now-time-royalty-companies/
The past year has seen an unprecedented monetary and fiscal expansion. For Mike Larson, a senior analyst with Weiss Ratings, this has encouraged risky behavior in Wall Street and yield-chasing among retail investors.
In our weekly segment with Inventa Capital, Charles Funk, CEO and director of Heliostar Metals, explains how the company plans to take its successful Alaska project to new heights.
Show notes: https://goldnewsletter.com/podcast/dont-drown-in-the-money-flood/
How did an anti-American mindset become the predominant one in the United States? James Ostrowski, a lawyer, author, and former political campaigner, traces the rise of progressivism back to World War I and advocates for direct citizen action rather than voting.
Show notes: https://goldnewsletter.com/podcast/what-progressivism-has-done-to-america/
Traders and analysts have been observing seemingly inexplicable price drops in the silver market over the last months. Chris Marcus, a former Wall Street trader and the owner of Arcadia Economics, argues manipulation by banks and regulators is becoming clearer than ever.
In our weekly segment with Inventa Capital, Michael Konnert, director and CEO of Vizsla Silver, details the potential of the firm’s underexplored Panuco silver-gold epithermal vein project in Mexico.
Show notes: https://goldnewsletter.com/podcast/mounting-evidence-silver-market-manipulation/
Despite increasing retail interest in gold and silver, junior mining remains an undervalued industry. Tracy Weslosky, the founder and CEO of Investor Intel, argues investors willing to put in the work to learn about this market can do very well for themselves.
In our weekly segment with Inventa Capital, Charles Funk, CEO of Heliostar Metals, offers key insights into the company’s Alaska and Mexico exploration projects you don't want to miss!
Show notes: https://goldnewsletter.com/podcast/spot-substance-over-style-in-junior-mining/
Contrary to gold bugs' optimism, precious metals have been sluggish amid the pandemic. Jordan Roy-Byrne, editor and publisher of the Daily Gold, still believes a gold rally is on the horizon and points to key bull-rally catalysts.
In our weekly segment with Inventa Capital, Michael Konnert, CEO of Vizsla Silver, explains why the company made one of the most significant new vein discoveries in Mexico.
Show notes: https://goldnewsletter.com/podcast/how-spot-gold-breakout/
As the global economy gets back on its feet, metals are looking at a bull run thanks to restarting infrastructure and mining investments. Brent Cook, the legendary geologist and independent analyst, lays out a winning strategy for post-pandemic recovery.
In our weekly segment with Inventa Capital, cofounders Michael Konnert and Craig Parry detail Vizsla Silver’s impressive results from new drilling holes in the silver-gold Panuco project in Mexico.
Show notes: https://goldnewsletter.com/podcast/brent-cook-post-covid-mining-bull-run/
A world of low interest rates makes a world of difference to planning for retirement. Aaron Filbeck, director of Global Content Development at the CAIA Association, explains the old investment rules and the usual portfolio compositions are no longer enough to secure meaningful returns.
In our weekly segment with Inventa Capital, Charles Funk, CEO and director of Heliostar Metals, explains the firm’s competitive advantage and its plans to pivot to high-probability, high-grade targets.
Show notes: https://goldnewsletter.com/podcast/why-retirement-rules-need-an-update/
Cryptocurrencies do away with intermediaries and enable direct, peer-to-peer transactions. So why are crypto banks emerging?
Diogo Mónica, president and cofounder of Anchorage, the first federally chartered digital asset bank in the United States, explains why safekeeping digital assets is like safekeeping gold.
In our weekly segment with Inventa Capital, Cameron Tymstra, president and CEO of Tarachi Gold, demonstrates the firm’s potential not only as a gold explorer but also as a developer in Mexico.
Show notes: http://goldnewsletter.com/podcast/digital-banks-for-digital-world/
Initial Coin Offerings (ICOs) burst onto the financial scene a few years ago, and new cryptoassets keep showing up. Lukas Hofer, a financial analyst, writer, and advisor, guides newcomers through the so-called decentralized finance and why he believes crypto loans will only increase.
In our weekly segment with Inventa Capital, the CEO of Vizsla Silver Corp, Michael Konnert, details the potential of the firm’s massive, high-grade silver exploration project in Mexico.
Show notes: http://goldnewsletter.com/podcast/get-ready-crypto-securities-loans/
Despite the economic and technological progress in the world, politics is devolving. Max Borders, a futurist author, speaker, and director of the nonprofit Social Evolution, argues the United States will collapse as its core values vanish.
In our weekly segment with Inventa Capital, the chairman of Outback Goldfields, Craig Perry, makes the case for the firm's large position in the Victorian Goldfields, one of the globe's hottest exploration areas.
Show notes: http://goldnewsletter.com/podcast/what-america-collapse-look-like/
Monetary expansions by governments around the globe continue unabated to finance pandemic stimulus packages. Yvo Timmermans, a portfolio manager from the Netherlands focused on real-estate securities, makes three bullish cases for gold.
In our weekly sponsor segment, the CEO of Tarachi Gold, Cameron Tymstra, explains how the company plans to build Mexico's next high-grade gold producer.
Show notes: http://goldnewsletter.com/podcast/gold-bulls-have-data-on-their-side/
Ethereum and other blockchain projects that spun off from bitcoin have taken off, creating a market of their own. Andreas Vlachos, a fintech consultant and instructor from Cyprus, guides newcomers to the cryptoassets industry and warns of the potential scams.
In our weekly sponsor segment, the CEO of Vizsla Resources, Michael Konnert, details one of the most exciting silver exploration projects with a great upside potential: Panuco, which is in Sinaloa, Mexico.
Show notes: http://goldnewsletter.com/podcast/how-partake-blockchain-boom/
Bitcoin’s meteoric rise in 2021 so far has investors wondering whether it will overtake gold as the preferred inflation hedge.
Nick Giambruno, chief analyst of The Casey Report and Crisis Investing, argues the cryptocurrency, despite its volatility, is more convenient and therefore more suitable for the global online economy.
In our weekly segment with our sponsor, Inventa Capital, Chris Donaldson, the CEO of Outback Goldfields, explains why the company decided to purchase land in Victoria, Australia, home to one of the amazing gold rushes in history.
Show notes: http://goldnewsletter.com/podcast/can-bitcoin-dethrone-gold-hard-money/
The recent fever of commission-free trading apps has ushered in a new generation of investors. Brien Lundin, the editor of the Gold Newsletter and an experienced mining and precious-metals investor, lists the perils of day trading.
In our first CEO interview with our new sponsor, Inventa Capital, Charles Funk of Heliostar Metals argues for the upside potential of its gold project in Alaska.
Show notes: http://goldnewsletter.com/podcast/dont-be-sucker-why-investing-beats-trading/
While Brexit is finally happening, there's one country within the United Kingdom that will maintain closer ties with the European Union: Northern Ireland.
Maurizio Liberante, the founder of Economics Alumni and the Discourse Institute, explains how the special arrangement is creating both benefits and problems for the Northern Irish.
Show notes: http://goldnewsletter.com/podcast/what-brexit-foretells-northern-ireland/
Interest rates in developed countries have been falling for years as governments prop up economies with easy credit.
For Keith Weiner, president of the Gold Standard Institute USA and CEO of Monetary Metals, this cheap borrowing comes at the expense of capital productivity, ultimately eroding trust in fiat currencies such as the dollar.
Show notes: http://goldnewsletter.com/podcast/problem-record-low-interest-rates/
Countries around the world are waking up to the Chinese government's real intentions.
Far from promoting global development, China seeks to erode US influence and export its authoritarian model, argues Zineb Riboua, founder of the China in the Middle-East and North Africa (MENA) Project.
Show notes: https://goldnewsletter.com/podcast/chinas-ambitions-unmasked/
The dollar's global hegemony persists in part due to the US government's sway in international affairs. For Charles Goyette, a leading libertarian author and political analyst, that influence is coming to an end—fast.
He argues several factors such as the trade disputes with China, the war on cash, the decline of the US military abroad, and the rise of socialism in the United States are accelerating the collapse of the current economic order.
Show notes: http://goldnewsletter.com/podcast/the-year-american-exceptionalism-ends/
The COVID-19 pandemic has unleashed panic all over the world. For Barry Cooper, a professor of political science at the University of Calgary, politicians and bureaucrats are thriving, taking power away from frightened citizens.
This week in our Discovery Group segment, we interview David Terry, the CEO of Genesis Metals (TSX-V: GIS), who explains the exceptional assay results from the firm’s Chevrier gold project in Quebec.
Show notes: https://goldnewsletter.com/podcast/who-wins-loses-from-covid-19-controls/
Financial bubbles have grown more frequent and globalized over the past decades. For John D. Turner, a professor of finance and financial history at Queen’s University in Belfast, there is possibly one growing now in the US tech industry, with wide-ranging ramifications.
This week in our Discovery Group segment, we interview Claudia Tornquist, the CEO of Kodiak Copper (TSX-V: KDK), who explains the MDP project’s upside potential amid similar copper-porphyry ventures in British Columbia.
Show notes: https://goldnewsletter.com/podcast/what-all-booms-busts-have-in-common/
Economic freedom in Canada has fallen back to 2013 levels in the latest annual report by the Fraser Institute. To learn why, we interview the economist and resident fellow Fred McMahon. He argues the inordinate spending by the federal government in recent years has led to distortions and dependency.
This week in our Discovery Group segment, we interview Brandon Macdonald, the CEO and director of Fireweed Zinc (TSX-V: FWZ), who explains the Macmillan Pass project's expansion and its new search area.
Show notes: https://goldnewsletter.com/podcast/economic-freedom-in-canada-on-the-ropes/
Modern Monetary Theory (MMT) used to be an outlandish thought experiment from starry-eyed academics. George Gammon, a real estate investor and financial educator, explains MMT now finds an echo in the US government’s stimulus response to the COVID-19 pandemic.
He argues the Federal Reserve’s endgame is taking over the economy and enforcing wealth redistribution, which will ultimately lead to social unrest.
This week in our Discovery Group segment, we interview Frederick Bell, the CEO of Elemental Royalties (TSX-V: ELE), who explains what a recent acquisition means for the company’s future.
Show notes: https://goldnewsletter.com/podcast/why-mmt-is-already-us-policy/
Despite failing repeatedly across the world, communism refuses to go away. For Roman Skaskiw, a crypto-entrepreneur based in Ukraine and a US veteran, communism is more popular than ever in the United States.
While claiming a healthy democracy needs a moderate progressive faction, he argues investors should remain vigilant about polarization and class-warfare rhetoric.
This week in our Discovery Group segment, we interview Steven Swatton, the president and CEO of K2 Gold (TSX-V: KTO), who delves into the recently completed first phase of the drilling program at the firm's Mojave gold project in California.
Show notes: http://goldnewsletter.com/podcast/tactics-of-communism-then-now/
Almost every country in the world has a central bank with a monopoly on money and that is independent of politics. But is it?
For Alex Salter, an economics professor at Texas Tech University and research fellow with the Free Market Institute, the US government's pressure on the Federal Reserve to help it finance deficits is larger than ever. He argues that, absent credible restraints on the Fed, investors face a perpetually unfavorable, low-growth environment.
This week in our Discovery Group segment, we interview Frederick Bell, the CEO of Elemental Royalties (TSX-V: ELE), who makes the case for investing in royalty companies as a way to gain exposure to precious metals.
Show notes: http://goldnewsletter.com/podcast/fed-rule-of-law-thousand-cuts/
Once dismissed as fringe, highly speculative investments, cryptocurrencies are now being embraced by some of the world's top financial firms.
Daniele Bianchi, a professor of finance and a hedge-fund consultant, has found in his research that cryptocurrencies provide a clear opportunity for diversification. He explains that market sentiment and past performance, rather than macroeconomic events such as interest rates and inflation, are driving crypto assets.
This week in our Discovery Group segment, we interview James Paterson, the chairman and CEO of Valore Metals (TSX-V: VO), who brings readers up to speed regarding the firm's drilling program in northeastern Brazil.
Show notes: http://goldnewsletter.com/podcast/how-crypto-investments-became-mainstream/
Rather than welcoming open debates and fostering research that challenges the status quo, universities are enforcing conformity to politically correct thinking on matters such as gender and sex.
Debra Soh, a neuroscientist, public intellectual, and columnist, explains not even tenure protects independent researchers anymore. She argues activists have taken over the academy from within and that scientists have to adjust their research to please the public.
This week in our Discovery Group segment, we interview Claudia Tornquist, the CEO of Kodiak Copper (TSX-V: KDK), who argues the latest drill results from the MPD project are some of the most impressive ones reported from a porphyry project in southern British Columbia.
Show notes: http://goldnewsletter.com/podcast/debra-soh-freethinkers-are-leaving-academia/
The internet has ushered in an explosion of heterodox views on economics and finance. One of those movements swimming against the current is the Austrian school of economics.
For Dickson Buchanan, a relationship manager with Monetary Metals, the appeal of Austrian economics lies in its humility, which contrasts with the arrogance of mainstream teachings at most universities.
This week in our Discovery Group segment, we interview David Terry, CEO of Genesis Metals (TSX-V: GIS), whose promising Chevrier gold project in Quebec has entered its second drilling-phase program.
Show notes: http://goldnewsletter.com/podcast/austrian-economics-on-the-rise/
A growing anti-capitalist mentality is sweeping the United States.
For Robert Shoss, a lecturer at the University of Houston, private investor, and former fund manager, young people's confidence in the system that made the country great is on the wane, undermining economic growth for all.
This week in our Discovery Group segment, we interview Frederick Bell, CEO of Elemental Royalties (TSX-V: ELE), a new company to the public market that is attracting investors with solid gold-royalty projects.
Show notes: https://goldnewsletter.com/podcast/why-america-cannot-survive-without-capitalism/
Most citizens are unaware that US states that claim to balance their budgets are actually stiffing creditors and taxpayers.
Sheila A. Weinberg, the founder and CEO of Truth in Accounting, explains how state governments resort to accounting gimmicks to obscure the true condition of their finances.
This week in our Discovery Group segment, we interview Alex Heath, head of corporate development with K2 Gold (TSX-V: KTO), whose Mojave project in California is about to start its drill program.
Show notes: http://goldnewsletter.com/podcast/what-happens-when-states-cannot-pay-their-bills/
The blockchain technology has disrupted several industries, and gold is no exception. Jon Deane, a former investment manager and the CEO of Infinigold, argues why tokenized gold is the future for long-term holding in the digital era.
This week in our Discovery Group segment, we interview the CEO of Fireweed Zinc (TSX-V: FWZ), Brandon Macdonald, who comments on the significant mineralization discovered at the Macmillan Pass Project in the Yukon, Canada.
Show notes: https://goldnewsletter.com/podcast/how-blockchain-is-changing-gold-contracts/
Investing in mining companies without specialized knowledge can be daunting, but it is not impossible.
Erika Sweeney, a geological engineer by training and investor by trade, shares tips for non-geologists. She stresses the importance of a project's management team and its track record as starting points.
This week in our Discovery Group segment, we interview the president and director of Bluestone Resources (TSX-V: BSR), Darren Klinck. We catch up on the firm's Cerro Blanco gold project, which is entering the profitable preproduction phase.
Show notes: http://goldnewsletter.com/podcast/how-pick-geologist-mining-stocks/
The hard-money movement, particularly in the United States, has had a bumpy ride over the last decades—from gold being illegal to essential and the explosion of countless cryptocurrencies.
For our 200th episode, we invited Gary Alexander, former editor of the Gold Newsletter in the 1980s, who recounted the evolution of the precious-metals industry and what lessons remain for new investors.
This week in our Discovery Group segment, we interview the CEO of Valore Metals (TSX-V: VO), Jim Paterson, who shares promising drill results of its Pedra Branca project in northern Brazil.
Show notes: https://goldnewsletter.com/podcast/half-a-century-of-gold-bug-wisdom/
The mainstream press has called the Federal Reserve's recent decision to let inflation run higher amid the pandemic a historic change.
For David Collum, a chemistry professor at Cornell University turned investment analyst, it is actually the admission of a long-running trend: the fiat-bubble economy needs ever-lower interest rates to sustain itself.
This week in our Discovery Group segment, we interview the president and CEO of Kodiak Copper (TSX-V: KDK), Claudia Tornquist, who shares a game-changing discovery at the firm's MDP project in British Columbia.
Show notes: http://goldnewsletter.com/podcast/what-the-feds-inflation-target-really-means/
The Federal Reserve has announced it is opening the floodgates of inflation to hold back unemployment. The pandemic was the last straw, and the economy is already seeing rising asset prices.
For Peter Boockvar, chief investment officer at Bleakley Advisory Group, even when the health crisis is over, demand will push consumer prices higher, given disrupted supply chains.
This week in our Discovery Group segment, we interview the head of Corporate Development with K2 Gold (TSX-V: KTO), Alex Heath, who walks us through how the firm is fast-tracking the Mojave Project in California.
Show notes: https://goldnewsletter.com/podcast/how-inflation-finally-caught-up-fed/
Young people in the United States nowadays feel hopeless in the face of mountains of debt. For Jay Taylor, a precious-metals analyst and newsletter publisher, this is the crystallization of decades of wealth transfer to the top and currency debasement.
He argues few see the link between the monetary system in place since the 1970s to today's social woes—except for China, Russia, and other countries building up their gold reserves.
This week in our Discovery Group segment, we interview Tom Martin, the head of Corporate Development with Ethos Gold (TSX-V: ECC), who updates listeners on the firm's two new exploration projects.
Show notes: http://goldnewsletter.com/podcast/the-monetary-roots-of-generational-alienation/
Altcoins have come and gone over the last decade, but bitcoin stays. Why? For analyst and trader Tone Vays, the first cryptocurrency remains king because it is unconfiscable, uncensorable, and sound money.
He argues few altcoins are worth investing in and that most ICOs (initial coin offerings) are actually scams.
This week in our Discovery Group segment, we interview Chris Taylor, the president and CEO of Great Bear Resources (TSX-V: GBR), who makes the case for Dixie project’s high-grade zones.
Show notes: https://goldnewsletter.com/podcast/tone-vays-how-to-spot-a-scamcoin/
If markets were as efficient as portrayed in textbooks, investors could only hope to obtain the average return. However, several funds and managers have consistently beaten the market over the years, points out John Dobelman.
A professor of statistics and the director of the Center for Computational Finance and Economic Systems at Rice University, he argues in a new book that market inefficiencies are what allows investors to thrive.
This week, we interview Frederick Bell, CEO of Elemental Royalties (TSX-V: ELE), the new company in the Discovery Group.
Show notes: https://goldnewsletter.com/podcast/markets-are-not-efficient-thats-okay/
Governments across the world have no choice but to keep interest rates near or below zero. For Jan Nieuwenhuijs, a precious-metals analyst with Voima Gold, the current fiat international monetary system is coming to an end.
He argues inflation is the only way out of the enormous debt bubble most countries have created and that some central banks are quietly laying the foundations for a new gold standard.
In this week's Discovery Group segment, Claudia Tornquist, president and CEO of Kodiak Copper (TSX-V: KDK), announces the firm has begun drilling at its MPD gold-porphyry project in southern British Columbia.
Show notes: http://goldnewsletter.com/podcast/why-new-gold-standard-inevitable/
The world-renowned investor Dennis Gartman has gone from "it's time to own gold" to "gold is too crowded" in just a few months. However, he has not become a gold pessimist; rather, he is waiting on the sidelines for the inevitable correction to start buying again.
Expansionary monetary policies have driven people to gold, and they will become quickly disenchanted, he believes.
In this week's Discovery Group segment, Alex Heath, the head of Corporate Development with K2 Gold (TSX-V: KTO), announces the firm has received the permit to start drilling in California's Mojave project for the first time since the 1990s.
Show notes: https://goldnewsletter.com/podcast/why-dennis-gartman-dumped-gold/
The economic fallout from the COVID-19 pandemic in the United States will resume as soon as the stimulus checks stop flowing.
For Lyn Alden, an independent financial researcher and publisher, the federal government's response has the potential to trigger inflation.
Unlike the 2008-2009 financial crisis, the stimulus is ending up on Main Street and massively purchasing private assets.
In this week's Discovery Group segment, Stephen Swatton, CEO of K2 Gold (TSX-V: KTO), explains a silver lining from the pandemic that has helped with drilling permits in California for the firm's Mojave project.
Show notes: http://goldnewsletter.com/podcast/corona-recession-the-worst-is-yet-to-come/
The US Federal Reserve has dug its own grave by creating one bubble after another.
For Lawrence Lepard, an investment manager with Equity Management Associates, the pandemic money-printing spree might well be the last one before currency collapse.
Investors are increasingly aware the dollar never stops debasing and are turning to gold and silver for saving.
In this week's Discovery Group segment, David Terry, CEO of Genesis Metals (TSX-V: GIS), goes over the company's recent announcement of high-grade gold intercepts at its Chevrier project in Quebec.
Show notes: http://goldnewsletter.com/podcast/the-printathon-has-no-end/
The COVID-19 pandemic has blown up traditional financial models, leaving fundamental analysts at a loss for guidance.
Historically, technical analysis has been the right approach for turbulent economic downturns, argues Murray Gunn, head of global research at Elliot Wave International. He makes the case for "socionomics," a discipline that posits social moods as the driving force of markets.
In this week's Discovery Group segment, Stephen Williams, the vice president of Corporate Development with Bluestone Resources (TSX-V: BSR), explains how the firm keeps advancing the engineering phase of its Cerro Blanco gold project in Guatemala.
Show notes: http://goldnewsletter.com/podcast/herd-behavior-need-technical-analysis/
A gold fever is coming, and the average investor knows neither why nor how to include precious metals in their portfolio.
That is why E. B. Tucker, a director with Metalla Royalty and senior analyst with Casey Research, has published a book to help newcomers invest in gold the smart way. He makes the case for royalty streams, arguing precious metals are insurance against government misconduct.
In this week's Discovery Group segment, David Terry, the CEO of Genesis Metals (TSX-V: GIS), details the surface program underway at the firm's gold project in Quebec.
Show notes: http://goldnewsletter.com/podcast/dont-miss-out-on-imminent-gold-run/
For visionary author Max Borders, the US government lacks a sustainable path and is heading toward disintegration.
The director of Social Evolution, a nonprofit dedicated to solving social problems through innovation, believes America's dying hierarchy and money problems will usher in a post-political age.
In this week's Discovery Group segment, Jim Paterson, the CEO of ValOre Metals (TSX-V: VO), comments on new drilling, targets, and sample-results for the company's Brazil project.
Show notes: http://goldnewsletter.com/podcast/how-america-can-be-better-post-collapse/
There is no better hedge against inflation than gold. However, it does not offer a yield as other investment vehicles do.
That is where real estate comes in, says Russell Gray. A financial strategist and educator, he advocates combining gold, a cash-generating property, and debt to short the US dollar and generate long-term wealth.
In this week's Discovery Group segment, Chris Taylor, the CEO of Great Bear Resources (TSX-V: GBR), goes over the recent drilling at the company's Dixie Project in the Red Lake district of Ontario.
Show notes: https://goldnewsletter.com/podcast/gold-real-estate-stand-test-time/
Cryptocurrencies have come a long way since their inception in 2009, but their promise of dethroning fiat money such as the US dollar is still far off.
Adam Dubove, the co-founder and director of financial-intelligence service Ichimoku Fibonacci, believes bitcoin is on the path to becoming digital gold. He argues bitcoin offers the best value proposition for long-term, privacy-minded investors and residents of countries with mismanaged currencies such as Argentina or Venezuela.
In this week's Discovery Group segment, Stephen Swatton, the CEO of K2 Gold Corp. (TSX-V: KTO), explains the firm's impressive results on soil surveys and new targets for its Mojave project in California.
Show notes: http://goldnewsletter.com/podcast/why-bitcoin-cheap-always/
As generalist investors pour funds into the gold market, momentum is building up for discovery and exploration projects.
For Gwen Preston, a.k.a. the Resource Maven, a financing frenzy has taken over the gold sector almost overnight. She argues it doesn't take much money to lift the junior-mining industry, and smart stock pickers stand to profit from early moves.
This week, Alex Heath, head of corporate development with K2 Gold Corp. (TSX-V: KTO), lays out the firm's plan to secure drilling permits for its Mojave project in Inyo County, California.
Show notes: https://goldnewsletter.com/podcast/how-position-mining-bull-market/
Doug Casey believes America as an ideal of limited government is long gone. The self-declared speculator and founder of Casey Research points out that personal freedom in the United States has declined dramatically over the last century.
The pandemic has accelerated that trend with unprecedented lockdowns, and the economic fallout will lead to the biggest shock since the Industrial Revolution, he argues.
This week, Claudia Tornquist, CEO of Kodiak Copper (TSX-V: KDK), highlights encouraging developments in global infrastructure spending that will drive the copper market to new heights.
Show notes: https://goldnewsletter.com/podcast/doug-casey-america-dead-buried/
Since the onset of the COVID-19 pandemic, governments across the world have kept printing currency like there's no tomorrow. Helicopter money, once a radical idea, is the new normal.
Economist Federico Fernández has seen the future of such policies in his own country, Argentina. A senior fellow with the Vienna-based Austrian Economics Center and president of the Bases International Foundation, he believes the central-banking house of cards is crumbling.
This week, we interview Peter Hemstead, CFO of Bluestone Resources (TSX-V: BSR), who explains how the firm keeps raising funds for its ongoing gold exploration project in Guatemala.
Show notes: http://goldnewsletter.com/podcast/pandemic-spending-economies-argentina/
As the pandemic-driven recession tanks fiscal revenues, governments are seeing radical ideas such as charter cities with new eyes.
Mark Lutter, founder and executive director of the Charter Cities Institute, argues for privately built and managed urban centers to attract investment and jobs.
He believes charter cities have the potential to lift millions out of poverty in the developing world by fostering policy competition between jurisdictions.
In this week’s segment with the Discovery Group, Jim Patterson, CEO of ValOre Metals (TSX-V: VO), outlines the 2020 exploration program for its platinum-group element project in Brazil.
Show notes: http://goldnewsletter.com/podcast/charter-cities-investment-development/
The plummeting global demand due to COVID-19 lockdowns has tanked oil prices and put producers in dire straits.
For Mark Rossano, CEO of C6 Capital Holdings and a Bloomberg TV contributor on energy markets, the price war is just heating up.
He argues we haven't seen peak oil demand yet, and that the US energy industry is headed toward an era of consolidation with a host of bankruptcies.
In this week's segment with the Discovery Group, David Terry, CEO of Genesis Metals (TSX-V: GIS), explains how the promising gold project in Quebec keeps pressing ahead amid COVID-19 containment measures.
Show notes: https://goldnewsletter.com/podcast/what-us-oil-sector-must-do-to-survive/
COVID-19 has sparked a rapid economic downturn not seen since the Great Depression.
For Peter Schiff, the elephant in the room is the debt bubble. The famed economic analyst, broker, and author points out politicians are spending and borrowing as if there were no tomorrow.
He argues the real crash is yet to come: when investors realize interest rates will be low forever and inflation picks up, no one but the US government will want dollar-denominated debt.
In this week's segment with our sponsor, the Discovery Group, Claudia Tornquist explains how Kodiak Copper Corp. (TSX-V: KDK) continues to advance its fully-funded copper-gold-porphyry project in British Columbia.
Show notes: http://goldnewsletter.com/podcast/peter-schiff-dollars-days-numbered/
Governments across the world are rolling out stimulus packages to businesses and households amid the containment measures to stem the COVID-19 pandemic.
For Daniel Lacalle, a PhD economist with the investment firm Tressis and a classical-liberal intellectual in Spain, the race toward global monetary expansion is futile and will only make citizens poorer.
He argues the United States and the European Union are siphoning off savings from developing countries through the US dollar and the euro, thereby exporting inflation.
FREE: Get Brien Lundin’s Top Two Mining Stocks!
In our weekly segment with the Discovery Group, we interview Stephen Swatton, president and CEO of K2 Gold Corporation (TSX-V: KTO). He explains the enormous potential of the firm’s gold project in California.
Show notes: http://goldnewsletter.com/podcast/pandemic-helicopter-money-exports-inflation
When stock markets and fiat currencies began tanking due to the coronavirus pandemic, it was the perfect opportunity for cryptocurrencies to shine. The price of bitcoin, however, tanked.
Unlike precious metals, the crypto-industry is not mature enough yet to be a safe haven, argues Jessica Walker, an author in emerging financial technologies and head of media production at the Malta AI & Blockchain Summit.
While adoption has increased in many developing countries and among tech-savvy industries, cryptocurrencies still need to reach the bulk of retail investors and average users.
In our weekly segment with the Discovery Group: Chris Taylor, president and CEO of Great Bear Resources (TSX-V: GBR), explains how the firm's flagship gold project in Red Lake, Ontario, is pressing ahead with the necessary precautions in place.
Show notes: http://goldnewsletter.com/podcast/next-steps-cryptocurrency-adoption/
An overwhelming demand for precious metals in the wake of the coronavirus pandemic is creating an extreme disconnect between the paper and physical gold markets.
Dana Samuelson, founder of American Gold Exchange and past president of Professional Numismatists Guild, explains why investors are willing to pay unprecedented premiums for sound money.
In our weekly segment with the Discovery Group, the CEO of ValOre Metals (TSX-V: BSR), Jim Paterson, explains what some promising data analysis foretells for its project in northern Brazil.
This episode was recorded on March 24, 2020. The Discovery Group segment was recorded on April 2.
Show notes: http://goldnewsletter.com/podcast/pandemic-gold-flying-off-shelves/
As the world braces for a pandemic-driven recession and governments devalue their currencies, demand for gold, silver, and other precious metals has skyrocketed.
Ross Beaty, the chairman of Equinox Gold and Pan American Silver, and an expert in renewable energy and international mineral industries, argues he has never seen better macroeconomic fundamentals for higher gold and silver prices.
In our weekly segment with the Discovery Group, we interview the new CEO of Bluestone Resources (TSX-V: BSR). Jack Lundin explains how he landed the position after a successful mining project in Ecuador and what the firm is doing to navigate coronavirus-related turbulence in Guatemala.
Show notes: http://goldnewsletter.com/podcast/dollar-loss-is-mining-gain/
Business leaders and CEOs have recently joined social-justice activists in demanding a new brand of capitalism that serves not only shareholders, but also employees, customers, suppliers, and other "stakeholders."
Paz Gómez from Ecuador, a policy analyst with Econ Americas and a research associate with the Frontier Centre for Public Policy, explains why such a view is misguided and misses the point of Adam Smith's famous invisible hand analogy.
In our weekly interview with the Discovery Group, Brandon Macdonald, CEO and director of Fireweed Zinc (TSX-V: FWZ), explains how the firm is both saving money and making strides in community engagement at its Yukon zinc-lead-silver project, Macmillan Pass.
Show notes: http://goldnewsletter.com/podcast/stakeholder-capitalism-perverts-adam-smiths-legacy/
Our co-host and prominent metals investor Brien Lundin, editor of the Gold Newsletter, shares memories and insights from his three decades in the business.
He walks us through all the publications available under the Gold Newsletter umbrella, some of them for free.
Brien highlights the importance of serving subscribers and maintaining a reputation through objective and rational analysis in an industry where emotion drives too many investors.
In our weekly interview with the Discovery Group, David Terry, president and CEO of Genesis Metals (TSX-V:GIS), explains the firm's drilling program at its Chevrier gold project in Quebec.
Show notes: http://goldnewsletter.com/podcast/how-profit-gold-newsletter/
Exchange-traded funds (ETFs) are eating the stock market, and the mining industry is no exception.
Joe Mazumdar, a specialist in junior-mining analysis and editor of Exploration Insights, explains retails investors feel attracted to gold ETFs, for instance, because they provide easy exposure to a safe-haven asset.
FREE: Get Brien Lundin's Top Two Mining Stocks!
However, ETFs do not provide mining companies with the capital they need to thrive. He argues those willing to put in the time and effort to analyze junior miners stand to gain higher returns.
For our weekly segment with the Discovery Group, we interview Claudia Tornquist, president and CEO of Dunnedin Ventures (TSX-V:DVI), a Canadian company that is finishing its transition from diamond to copper exploration.
Show notes: http://goldnewsletter.com/podcast/behind-the-curtain-of-mining-etfs/
One of the latest trends in finance is the so-called environmental, social, and governance (ESG) funds, which seek to promote ethical investment.
Nick Hodge, an author, investor, and the president of The Outsider Club, traces the idea back to a decades-old corporate fad: triple bottom line.
He argues good intentions alone can actually do harm, and that profit remains the best investment criteria in a world of diverse moral views.
For our weekly segment with the Discovery Group, we interview Tom Martin, director of Corporate Development with Ethos Gold (TSX-V:ECC), an exploration company with promising projects in Canada and the United States.
Show notes: http://goldnewsletter.com/podcast/siren-song-feel-good-investing/
Governments and central banks around the world are driving economies off a cliff with unprecedented monetary easing and spending stimulus.
Ronald Stöferle, a partner with the wealth-management firm Incrementum AG and the publisher of the annual In Gold We Trust report, argues that negative interest rates ripple across societies in the form of unserviceable public debt, discontent, and ultimately inflation.
He argues that once inflation becomes a concern, it will be a big driver of gold prices. Investing in precious metals is a safeguard against the coming storm.
In our weekly segment with the Discovery Group, we speak with Stephen Swatton, president and CEO of K2 Gold Corporation (TSX-V: KTO).
Show notes: https://goldnewsletter.com/podcast/zero-interest-world-makes-inflation-inevitable/
A booming stock market and a strong dollar usually mean bad news for gold bugs.
Jordan Roy-Byrne, editor of the Daily Gold and a Chartered Market Technician, makes the case for optimism in the long run.
He argues the main driver of precious metals is real interest rates and that the Federal Reserve is likely to cut rates in the coming months, leading to a breakout in gold prices.
This week, in our Discovery Group segment, we discuss investor sentiment and price catalysts in the junior-mining industry with Jim Paterson, chairman and CEO of Valore Metals.
Show notes: https://goldnewsletter.com/podcast/how-anticipate-gold-bull-market/
Bitcoin turned 11 years old on January 3, 2020. It continues to be the world's most famous cryptocurrency, but many roadblocks to its widespread adoption remain.
Price volatility is one limitation that new competitors called stablecoins are trying to solve, explains Demelza Hays, editor of the Crypto Research Report and a university teacher in Liechtenstein.
She argues bitcoin is more of an investment asset and not for everyone; most people rather seek in money a stable unit of account for everyday production and consumption.
In our weekly interview with the Discovery Group, we review Great Bear Resources’ impressive 2019 achievements and 2020 plans with its president and CEO, Chris Taylor.
Show notes: http://goldnewsletter.com/podcast/bitcoin-stablecoins-pass-the-baton/
Tension among Canadian provinces is rising, with activists in Alberta and Saskatchewan even calling for independence.
Marco Navarro-Genie, a political scientist, university professor, and president of the Haultain Research Institute, explains federal policies such as equalization payments are choking the Prairie Provinces economically.
Adding insult to injury, he argues, the central government in Ottawa keeps demanding more contributions to subsidize other provinces and costly environmental initiatives.
Our weekly Discovery Group interview features Brandon Macdonald, CEO and director of Fireweed Zinc (TSX.V: FWZ), who recaps the 2019 successes of the firm’s zinc project and explains market sentiment toward junior mining is looking up in 2020.
Show notes: http://goldnewsletter.com/podcast/why-alberta-losing-faith-canada/
Unicorn startups are just one sign there is something deeply wrong with the stock market.
Chris Irons, a financial pundit with Quoth the Raven and an independent researcher, blames the huge valuations on the media and its commentators' pretense of knowledge.
He argues central banks' unprecedented monetary policies have led us down an unknown path, and that owning gold is a bet there will be an inevitable correction.
Our weekly Discovery Group interview features Claudia Tornquist, president and CEO of Dunnedin Ventures, who shares exciting assay results from the firm's copper-porphyry project in British Columbia.
Show notes: http://goldnewsletter.com/podcast/gold-bet-global-monetary-reset/
The mainstream media and investors alike routinely attribute powers to the Federal Reserve that bear little resemblance to reality.
Scott Sumner, an economics professor and researcher with George Mason University’s Mercatus Center, dispels two common myths: that low interest rates always mean easy money and that the Fed directly controls interest rates.
Furthermore, he argues current monetary policy should move away from its focus on inflation and instead adopt a market-driven approach: nominal GDP targeting.
This week in our Discovery Group segment, Tom Martin, director of Corporate Development with Ethos Gold (TSX: ECC), offers updates on the firm’s Quebec and British Columbia projects.
Show notes: http://goldnewsletter.com/podcast/two-myths-about-central-banking/
In a world of ever-easier money, greedy markets have become addicted to central-bank profligacy.
However, in times of fear, investors flock to a proven safe haven: precious metals. Rich Checkan, president and COO of Asset Strategies International, explains gold is a true measure of wealth and store of value, unlike fiat currencies.
He argues one should want to own gold all the time, but when crises loom it is the best asset to protect one’s savings.
This week in our Discovery Group segment, Stephen Williams, VP of Corporate Development and Investor Relations with Bluestone Resources (TSX: BSR), explains what lies ahead in 2020 for its gold project in Guatemala.
Show notes: http://goldnewsletter.com/podcast/shift-from-greed-to-fear-favors-precious-metals/
Despite the increasing role of the United States as an oil producer and exporter, most of her reserves remain untapped.
One reason for the wasted potential is political gridlock. Wayne Christian, the Texas railroad commissioner, claims Democratic Party officials are holding back the production of billions of oil and gas barrels from deposits in West Texas and New Mexico.
In turn, political uncertainty—particularly at the national level—has reduced financing opportunities, he argues, granted big companies with deep pockets a leg up.
Show notes: http://goldnewsletter.com/podcast/why-largest-us-oil-find-remains-ground/
The recent election in the United Kingdom was a historic victory for the Conservative Party but it left a lot of questions hanging in the air: Why did the Labour Party flounder? Will Brexit really happen this time? What kind of deal will Boris Johnson strike with the European Union?
Jack Buckby, an author from northern England and a research associate with the Frontier Centre for Public Policy, explains the ins and outs. He argues Trump could play a decisive role in pressuring EU leaders to reach a compromise with Johnson.
As for our weekly interview with CEOs of the Discovery Group, Brandon Macdonald of Fireweed Zinc sums up this year's drilling program in Yukon and shares what lies ahead in 2020.
Show notes: http://goldnewsletter.com/podcast/all-you-need-know-uk-election/
The global monetary system underpinned by massive government debt can subsist for only so long before reality kicks in. What will come next?
Massive wealth transfer, says Chris Martenson, CEO and co-founder of Peak Prosperity. He argues faith in the US dollar is not eternal, and those holding bonds, stocks, and fiat currency will bear the brunt of the fallout.
That is why big players, billionaires, and endowment funds are already taking cover in hard assets such as land and precious metals.
In our first Junior Mining Update, a new segment sponsored by the Discovery Group, Jim Paterson of ValOre Metals explains how the end of the year presents great opportunities to investors in this industry.
Show notes: http://goldnewsletter.com/podcast/how-prepare-end-of-dollar-hegemony/
As a towering libertarian figure and former presidential candidate, Ron Paul has been advocating for reform of the Federal Reserve for years.
Recent political drama obscures the fact that the current monetary system, he argues, works to the benefit of an out-of-control government and its insiders, not the average citizen.
Leading US candidates rightly rail against crony capitalism but fail to understand a major piece of the puzzle: sound money.
Joining us for our weekly interview with the Discovery Group is Tom Martin, CEO of Ethos Gold, who follows up on the promising Ligneris gold project in Québec.
Show notes: https://goldnewsletter.com/podcast/ron-paul-deep-state-destroying-middle-class/
A lot of dysfunctions within America's economy can be traced back to the Federal Reserve's heavy hand in setting interest rates and tweaking the money supply.
Danielle Dimartino Booth, CEO of Quill Intelligence and former advisor to the Dallas Fed, believes the US central bank lost its way in the 1970s when Congress tasked it with ensuring both maximum employment and price stability.
Instead, she argues the Federal Reserve should have a single goal—keep inflation low—and must allow the business cycle to run its course.
Show notes: http://goldnewsletter.com/podcast/make-the-fed-one-job-again/
What would happen if China or Russia cut off the United States from key supplies of aluminum or uranium?
This scenario is what keeps Michael Fulp, AKA the Mercenary Geologist, up at night.
The experienced explorer, analyst, and consultant believes the United States could fall into dependency from other nations unless she rolls back anti-development regulations.
Joining us this week for the Discovery Group interviews is James Paterson, CEO of ValOre Metals, who tells us all about the promising acquisition of a palladium, platinum, and gold project in Brazil.
Show notes: http://goldnewsletter.com/podcast/mercenary-geologist-us-resource-dependence-erodes-sovereignty/
Whereas some analysts predict the popping of the US debt bubble in an explosive event, Kevin Williamson believes the snowballing could go on for a long time.
The roving correspondent for National Review believes politicians will keep kicking the can down road, accumulating malinvestment, and sapping the economy.
Instead, Americans can expect a combination of less growth, confiscatory taxes, and reduced social benefits.
Show notes: http://goldnewsletter.com/podcast/kevin-williamson-us-debt-altering-economy/
Policies that disregard the risks of loose credit such as quantitative easing and modern monetary theory are all the rage nowadays, but there is no such thing as a free lunch.
Asset manager Adrian Day argues the 2008 bailout of Wall Street has inflated the stock market and deepened the divide that is corroding our social fabric.
The Federal Reserve and economists have begun realizing this, but no one is willing to make the hard choices to correct course.
As for our weekly interview with the Discovery Group, the CEO of Bluestone Resources, Darren Klinck, joins us for an update on their promising Guatemalan gold project.
Show notes: http://goldnewsletter.com/podcast/modern-monetary-theory-inequality/
Cryptocurrencies have promised to usher in a new era of finance, yet mainstream institutions have been reluctant, slow adopters. Further, the cost of transactions and fluctuating prices have impeded viability for general purchases.
Diana Barrero of Yale University's Blockchain Initiative explains that stablecoins, given their lower volatility, offer better integration into the existing regulatory framework.
She argues that stablecoins have potential in retail commerce and remittances, since today's legacy systems require unnecessary and expensive intermediaries.
Show notes: https://goldnewsletter.com/podcast/stablecoins-offer-bridge-to-usability-compliance
The parallels between today's economy of unicorn IPOs and the Roaring Twenties just before the Great Crash are easy to miss for those without a knowledge of history.
Grant Williams, the experienced financier and co-Founder of Real Vision Group, identifies similar trends of extreme monetary policies and social unrest over inequality.
He argues the day of reckoning will eventually come for financial institutions that go against human nature, at which point a gold standard will need to be reinstated to contain the resulting chaos.
This week we interview Claudia Tornquist, CEO of Dunnedin Ventures, a Discovery Group company that is fast delivering value to its shareholders.
Show notes: http://goldnewsletter.com/podcast/why-gold-standard-will-return/
Known for its beautiful mountains, national parks, and low taxes, Wyoming is on track to becoming the most attractive US jurisdiction for blockchain businesses.
Caitlin Long, a veteran Wall Street financier turned bitcoin evangelist, has helped the state enact forward-looking legislation to foster the next generation of crypto ventures.
Long believes Wyoming-based entrepreneurs can even dislodge New York's restrictive license through a legal challenge that will define the national industry.
This week we interview Stephen Swatton of K2 Gold Corporation, a Discovery Group company with a lot of potential focused on grass-roots exploration.
Show notes: http://goldnewsletter.com/podcast/wyoming-offers-haven-for-blockchain-community/
Elliott Wave Theory is a powerful item in the toolbox of financial analysts that seeks to predict market ups and downs by looking at crowd moods.
Steven Hochberg, chief market analyst with Elliott Wave International, argues there are recognizable patterns of aggregate human behavior one can keep an eye out for to make investment decisions.
Employing this kind of technical analysis, he shares his views on gold, bitcoin, and stocks.
For our weekly update on the Discovery Group companies, we interview Brandon Macdonald, CEO of Fireweed Zinc, who has amazing news about a zinc mining project.
Show notes: http://goldnewsletter.com/podcast/crowd-psychology-means-gold/
The price rises of gold and other precious metals in recent months should have propelled the junior-mining industry. What is holding it down?
For Frank Holmes, CEO of US Global Investors and a regular commentator on financial television networks, the answer is regulation. Many banks and brokers cannot recommend junior-mining stocks due to government limits on investors and environmental, social, and governance (ESG) criteria.
On the other hand, crypto mining, a virtually unregulated industry, did see a rise in investing across the board.
In our weekly interview with CEOs of the Discovery Group, Chris Taylor, head of Great Bear Resources, tells us about how gold exploration drives the company’s impressive growth.
Show notes: http://goldnewsletter.com/podcast/junior-mining-victim-regulatory-zeal/
Many US states claim to balance their budgets, but for decades they have underreported or understated huge liabilities in pension benefits.
Every year, Bill Bergman, director of research with Truth in Accounting, shines light on the real situation with the Financial State of the States report. Total unfunded state debt amounted to $1.5 trillion in 2018, and there has been little improvement since the study's first edition in 2009.
He explains one day investors will see the writing on the wall and stop showing up at bond sales, leaving state employees in a perilous position.
Our weekly interview with the Discovery Group, our valued sponsor, features Dunnedin Ventures CEO Claudia Tornquist, who explains the company's new focus on copper.
Show notes: http://goldnewsletter.com/podcast/the-ticking-time-bomb-of-state-debts/
America's fundamental ideals are more likely to be found in history books than in the rhetoric of the 2020 US presidential primaries and election.
Julia Song, a conservative activist and commentator, fled Brazil's socialist meltdown—which preceded Jair Bolsonaro's rise—and moved to North Carolina, only to find the same drift toward statism.
To make matters worse, she believes prominent conservative pundits are ill-equipped to counter the rise of leftist candidates who have succeeded in convincing voters of their solutions to both real and manufactured crises. Her concern is the conditions are in place for the United States to be one election away from what she defines as outright socialism.
In our weekly interview with the Discovery Group, we talk with Tom Martin, director of Corporate Development at Ethos Gold, about the firm's four mining projects.
Show notes: https://goldnewsletter.com/podcast/america-one-election-away-from-socialism/
Ross Gerber loves Tesla. Unlike many in the precious–metals industry, the president and CEO of Gerber Kawasaki Wealth and Investment Management believes there is no bubble in tech companies.
He argues that behavioral adaptation to global warming will drive oil demand down in the long term and make eco-friendly innovations profitable.
Where he does see a bubble is in fiat currency, and deems gold and bitcoin solid monetary alternatives.
Our weekly Discovery Group interview features Jim Paterson, CEO of ValOre Metals.
Show notes: http://goldnewsletter.com/podcast/why-the-tech-boom-is-no-bubble/
A minor truce between Washington and Beijing to ease off the trade war will not be enough to avert recession.
Matt Warder and Sean Levine, directors of research and product development at Energy Capital Research Group, believe the wheels are already in motion for a global slowdown.
They argue we should accept the trade dispute may not find any resolution at all. The upside of a new normal of cold relations with China is that gold and other precious metals will keep soaring.
Show notes: http://goldnewsletter.com/podcast/the-long-shadow-of-chinas-global-ambitions/
For the average citizen, the race to the bottom of interest rates in much of the developed world means eroded savings and a lower standard of living.
Doug Casey, founder of Casey Research, believes financial markets are going to become more dangerous and unpredictable as debt and easy money spiral out of control.
The one saving grace he sees is technological advances to soften the landing.
Show notes: http://goldnewsletter.com/podcast/doug-casey-only-miracle-avert-us-depression/
Like clockwork, the Argentine peso collapses every decade or so, throwing the South American country into chaos.
For Steve Hanke, economics professor at Johns Hopkins University and director of the Troubled Currencies Project with the Cato Institute, the only way out is what regular Argentines already do whenever a new crisis looms large: convert their pesos to dollars.
If not dollarization, which has been successful in taming hyperinflation and government indiscipline across the world, he argues a gold-backed currency board would be equally effective.
Show notes: https://goldnewsletter.com/podcast/dont-cry-for-the-peso-argentina/
As the globe braces for an imminent downturn and investors accept negative-yield bonds, all eyes are on central banks. However, Mark Rossano, founder and CEO of C6 Capital Holdings, contends the monetary tools offer little salvation for productivity.
Growth in dollar-denominated debt from emerging countries and preference for US treasuries keep the greenback in a dominant position. Further, given the decline of other major currencies, relatively speaking the dollar will strengthen and be positively correlated with gold, he argues.
Show notes: http://goldnewsletter.com/podcast/negative-rates-signal-new-normal-dollar/
Signs are growing for a worldwide economic downturn. This time, central banks may be powerless to stop it.
Ronald Stöferle, a partner of the Liechtenstein-based investment firm Incrementum AG, explains how his "In Gold We Trust" report was able to foresee the coming storm. He argues the United States has probably already entered a recession as big players seek refuge in gold and mining stocks.
This week we are also launching the first of a series of sponsored interviews with the Discovery Group. Chris Taylor, CEO of Great Bear Resources, tells us about exciting new discoveries in Red Lake, Ontario.
Show notes: http://goldnewsletter.com/podcast/the-new-global-recession/
Despite the righteous demands of environmentalists and politicians, fossil fuels are not going away anytime soon.
Peter Hartley, a professor and scholar of energy economics for the Baker Institute at Rice University, argues natural gas will play an essential role in the transition to clean electricity.
He explains how the United States went from being the world's largest importer of gas to one of the major exporters thanks to innovation, infrastructure, and property rights.
Show notes: https://goldnewsletter.com/podcast/shale-revolution-makes-clean-energy-possible/
The banking and financial elite may disparage precious metals as a relic of the past, but the joke is on them. Robert Kiyosaki, author of the best-selling personal finance book of all time, retorts that he became rich by saving silver and gold—not by doing what was politically correct.
Gold has existed for centuries and will continue to be sound money years after the US dollar has disappeared.
Show notes: http://goldnewsletter.com/podcast/robert-kiyosaki-gold-silver-gods-money/
Gold's breakout has unleashed speculation regarding whether other precious metals will follow suit.
Lobo Tiggre, CEO of Louis James LLC and editor of the Independent Speculator, notes the buzz on mainstream media is drawing new funding to the sector.
He argues that, while one should always focus on the fundamentals and plan into the future, there are short-term opportunities in silver and uranium stocks.
Show notes: http://goldnewsletter.com/podcast/what-gold-spike-means-silver/
The market is showing increasing signs that the gold breakout is genuine. David Skarica, founder and editor of the investment newsletter Addicted to Profits, sees a confirmation in junior-mining companies starting to rally.
The future of precious metals looks bright, he argues, unlike corporate debt, which will probably trigger the next financial crisis.
Show notes: https://goldnewsletter.com/podcast/the-gold-bugs-day-in-the-sun/
The recent breakout in the gold price has enthralled many investors in the metals industry, but not Rick Rule.
Known for his long-term vision, the natural-resource financier and president of Sprott US Holdings Inc. believes the episode a blip in the grand scheme.
Instead, he contends investors should pay attention to US treasury securities as a turning point. When that decades-long bull market is over, the demand for precious metals in the United States could quadruple.
Show notes: http://goldnewsletter.com/podcast/ricks-rule-for-hunting-tenbaggers/
A key tenet of central banking around the world is the dogma that deflation impedes economic growth and must be avoided at all costs.
Peter Boockvar, chief investment officer with Bleakly Advisory Group and editor of the Boock Report, is a prominent dissenter. He points out inflation targets make no economic sense until you consider who benefits from them.
Wall Street has captured the Federal Reserve, he argues, which cannot abandon loose monetary policy for fear of upsetting the status quo. However, perpetual low rates are no longer incentivizing new economic behavior, and a painful but necessary market correction will come.
Show notes: http://goldnewsletter.com/podcast/how-feds-low-rates-became-addiction/
It is no overstatement that we are in the early stages of the greatest retirement crisis in US and world history.
"Pension detective" Ted Siedle, a Forbes contributor and former SEC lawyer who represents whistleblowers, says both public and corporate pension funds across the United States are on the verge of collapse.
He argues that we are very close to a Puerto Rico-style default scenario on the mainland, with imminent bailouts from taxpayers.
Show notes: https://goldnewsletter.com/podcast/the-pension-house-of-cards/.
Geopolitical tensions and the Fed's recent announcement that it would cut interest rates in the near future have triggered a rally in gold prices.
Omar Ayales, chief trading strategist at GoldChartsRUs, discusses the pitfalls of short-term trading in precious metals and how to be disciplined about it.
He explains how, once gold breaks a psychological threshold price, a long-term bull market becomes a self-fulling prophecy.
Recorded on June 5, 2019.
Show notes: https://goldnewsletter.com/podcast/sky-is-the-limit-for-gold/
The matriarchs of investing like to swim against the stream, and they are calling for a "melt-up" in US stocks and bonds.
Mary Anne and Pamela Aden, long-running publishers of the Aden Forecast investment newsletter, remain "cautiously bullish" for a scenario similar to the 2000 dot-com frenzy.
They are confident that a dovish Federal Reserve and a global trend of low interest rates will be the reality for years to come.
Show notes: http://goldnewsletter.com/podcast/investment-matriarchs-bullish-us-stocks/
Gold as physical money has withstood the test of time, but does it have a future in an increasingly digital world?
Kenneth Lewis, CEO of ApMex, one of the world's leading online dealers of precious metals, has no doubt. Websites and apps are making it easier than ever to hold gold. He even foresees the end of credit cards as we know them.
Be it through direct ownership, vaults, or ETFs, he argues that any kind of metals exposure is a useful portfolio diversification strategy.
Show notes: http://goldnewsletter.com/podcast/what-digitization-means-for-gold-ownership/
Gordon Gekko said "greed is good." Mike Larson says "boring is good," if you want long-term returns. "Boring will make you money."
Larson, a senior analyst with Weiss Ratings, contends there is a vast overvaluation of tech stocks, along with many others, on account of both hype and easy credit. In this episode he notes both near universal IPO failures and mounting corporate debts as compelling reasons for conservative investing.
Show notes: https://goldnewsletter.com/podcast/mike-larson-tech-bubble/.
Russia and China have been accumulating gold for years, but observers are at a loss to explain why.
Byron King, a geologist with Rickards' Gold Speculator, argues they are planning for a new monetary system. The United States has weaponized the dollar to enact sanctions and police world trade, so naturally those superpowers want an alternative, he explains.
In his view, the days of the dollar as the world currency are numbered, and gold offers the best hedge against the looming shift.
Show notes: http://goldnewsletter.com/podcast/russia-plan-new-world-currency/
Plenty of misunderstanding remains regarding what alternative-asset classes are and how investors should incorporate them into their portfolios.
Bill Kelly, CEO of the Chartered Alternative Investment Analyst Association (CAIA), warns that those who see private equity, hedge funds, or precious metals as absolute investment vehicles are in for a disappointment.
Rather than achieving alpha, Kelly argues that alternative investments help diversify risks and limit exposure to market turns. I am just pondering punchy words for the headline.
Show notes: http://goldnewsletter.com/podcast/alternative-investments-for-beta-not-alpha/
Bob Zadek has no sympathy for college students with mountains of debt. In his new book, the lawyer, lecturer, lender, and libertarian radio host makes the case against modern universities.
He contends college is a useful investment only if one learns a marketable trade, and that the rest of society shouldn't bear the cost of poor career choices.
However, the prevailing bias for college degrees is so strong and widespread, he doesn't see an end to the bubble just yet.
Show notes: http://goldnewsletter.com/podcast/indebted-students-have-themselves-to-blame/
Peter Schiff, CEO of Euro Pacific Capital, believes the Fed's recent moves indicate a recession is around the corner, already overdue. This time it will be off the charts, more severe than ever before for the United States.
In recent decades, the Fed's modus operandi has been to re-inflate popping bubbles, thus making them larger than before and delaying the correction. However, with rates already at zero in real terms, the Fed has nowhere to go but up. Yet the cost of debt servicing means the Fed's hands are tied.
Show notes: http://goldnewsletter.com/peter-schiff-fed-cannot-save-us/
Flying solo as an investor is an invitation to predators and self-deceit. Doing so within a community is safer and more satisfying, says financial strategist and educator Russell Gray.
A co-host of the Real Estate Guys radio show, Gray recommends building social capital with like-minded investors who can see the bigger picture and help you identify new opportunities.
However, he warns, always keep an open mind and pay attention to those who disagree with you.
Show notes: http://goldnewsletter.com/podcast/why-every-investor-needs-a-tribe/
The sheer size and valuation of the cryptocurrency market makes it a fertile ground for bad actors.
That is why crypto enthusiast Catalina Castro's main advice is to learn the fundamentals. An educational entrepreneur based in Argentina, she helps Spanish-speaking newcomers navigate this complex world.
Make sure you understand what the blockchain is and is not, what it is useful for, and be careful with initial coin offerings, she warns.
Show notes: https://goldnewsletter.com/podcast/the-antidote-to-crypto-scams/
The small landlocked country in the heart of Europe has long been known for her friendly corporate and business environment in the banking industry.
Over the past couple of years, Liechtenstein has leveraged that experience to also become a fintech powerhouse, attracting hundreds of entrepreneurs, explains Alexis Esneault, an attorney from Alabama now with Nägele Law in Vaduz.
She argues that Liechtenstein, which is part of the European Single Market, has some of the world’s most advanced legislation on cryptocurrencies and blockchain services.
Show notes: http://goldnewsletter.com/podcast/liechtenstein-fintech/
Since the US Supreme Court struck down the federal ban on sports gambling in May 2018, a slew of states are in the process of legalizing this multi-billion-dollar industry.
In a couple of years, sports betting will be ubiquitous, says E. B. Tucker, senior analyst with Casey Research and author of the Casey Report.
As the industry comes out of the shadows and into the mainstream, not only local governments stand to profit from the resulting tourism and tax revenue, he argues. There are many opportunities for early investors too.
Show notes: https://goldnewsletter.com/podcast/cash-in-legalized-sports-betting/
As world markets brace for another economic slowdown, investors are trying to figure out how steep the dip will be and how to protect their assets.
For David Collum, a chemistry professor at Cornell University turned financial analyst, 2019 will be a turning point. He points to the emergence of explicitly socialist campaign promises and extreme political polarization in the United States as red flags.
The Federal Reserve will try to avoid a market correction at all costs, he argues, but it cannot postpone the harsh reality forever.
Show notes: http://goldnewsletter.com/podcast/a-bubble-like-never-before/
The Federal Reserve is switching gears and halting interest-rate hikes for the near future, amid fears of another global crisis.
The United States is entering a recession and there will be quantitative easing again, predicts Ronnie Stoeferle, a fund manager and partner of the Liechtenstein-based investment firm Incrementum AG.
He argues that the worst is over for mining stocks and the gold price, as they stand to gain enormously from sliding faith in fiat currencies.
Show notes: http://goldnewsletter.com/podcast/good-news-next-recession/
After almost three years since the contentious referendum to leave the European Union, the United Kingdom is still in gridlock over exactly how it will happen—even with less than 10 days until planned separation.
A "no deal" Brexit is the best scenario for free-market advocates, says Tom Colsy, president and founder of the University of Kent's Liberty Union and a member of Students for Brexit.
He argues that it is also the most likely outcome, since Conservative Prime Minister Theresa May's milquetoast plan has failed to convince Parliament and increasingly frustrated citizens.
Show notes: https://goldnewsletter.com/podcast/no-deal-is-best-deal-for-brexit/
China's bottomless appetite for gold and other hard assets is at the back of every financial analyst's mind.
For David Brady, CEO and co-founder of Global Pro Traders, there is no doubt that China and Russia believe a US dollar plunge is coming. He is a CFA charterholder with degrees in business and finance from Dublin City University.
He argues that the Chinese are hoarding more gold than they let on in preparation for a coming global financial reset. When central banks revert back to another round of interest-rate cuts and quantitative easing, he contends, then everything but the dollar will take off.
Show notes: http://goldnewsletter.com/podcast/china-prepares-dollar-collapse-hoards-gold/
Andrés Manuel López Obrador (AMLO) is Mexico's first overtly socialist president in decades. This has generated concern he'll follow in the footsteps of Venezuela's Hugo Chávez and push for a new socialist constitution.
It's too early to tell, says Gloria Álvarez, a Guatemalan political scientist and classical-liberal author who now lives in Mexico City. However, he has already brought economic instability by axing key investment projects and interfering with gasoline distribution.
At the helm of one of Latin America's largest economies, AMLO's actions will ripple across the region.
Show notes: http://goldnewsletter.com/podcast/the-mexican-economy-versus-amlo/
Mining exploration in general is a money-losing enterprise: only one in 1,000 projects succeeds.
However, according to economic geologist Brent Cook, you just need a couple of big hits to make up for it. He combines 30 years of experience in geology, exploration, and consulting as the co-editor of Exploration Insights.
Cook argues that you can greatly improve the odds with a bit of due diligence and basic knowledge of geology to weed out projects with fatal flaws.
Show notes: http://goldnewsletter.com/podcast/how-to-find-mining-tenbaggers/
Millennials have a lot to gain by thinking early about their financial futures, since they have an invaluable asset: time.
For educational entrepreneur Fabiana Lara, long-term investments in the resources sector are particularly suited for the young who can better afford to take on more risks and losses than older generations.
Since becoming a successful businesswoman in Brazil, she has devoted her energy to the Next Big Rush, a YouTube channel where she offers advice on mining investment.
Show notes: http://goldnewsletter.com/podcast/what-millennials-need-know-mining/
Doomsayers have for decades claimed that the collapse of the global financial system is just around the corner, yet here we are in 2019 with a strong US dollar and a ballooning public debt.
Chris Martenson, nevertheless, believes several economic trends are coming together this year to build the perfect storm. A researcher in energy and resource depletion with a PhD in pathology from Duke University, he left academia and the corporate world to found Peak Prosperity, a publication that helps people navigate a changing future.
He argues that recent decisions by central banks have pushed the economy into uncharted territory and that the massive credit unleashed in the past is coming home to roost.
Show notes: http://goldnewsletter.com/podcast/dark-financial-clouds-2019/
There are many legitimate reasons why investors stay out of South America. The region has a well-earned reputation for political instability, violence, and hostility to foreign business.
Yet, all countries are not made equal. Landlocked Paraguay, tucked between two giants, Brazil and Argentina, is the outlier you've never heard of—and that's a good thing, says David P. Smith, a representative of Paraguay AG Invest.
With 20 years of experience in agricultural and residential real estate, he lays out how to separate the wheat from the chaff in Paraguay and other less publicized locations. He finds optimism in the mix of fiscal responsibility, stable economic growth, low costs, and fertile soil.
Show notes: http://goldnewsletter.com/podcast/no-news-good-news-investing-in-paraguay/
Trading in the junior mining sector is rife with pitfalls, yet people keep trusting gut feelings and slogans over careful analysis.
For seasoned investor Jayant Bhandari, being a rational speculator means removing the romance.
He argues that the world's low-interest banking system is forcing people to put their hard-earned savings in sectors they know nothing about.
Show notes: http://goldnewsletter.com/podcast/irrationality-mining-investments/
For centuries, gold bugs and investors have touted the yellow metal's qualities as money and sought to analyze the fundamental trends behind its price. Since the end of the gold standard, however, it has morphed into an asset to protect against government mismanagement.
What drives the gold price today is market confidence in the Federal Reserve (or lack thereof), argues Ben Hunt, co-founder of Second Foundation Partners, which publishes Epsylon Theory.
Harnessing the power of game theory, he has devised a system to analyze the language of central bankers and other information agents, which has become an economic-policy tool in its own right since the Great Recession.
Show notes: http://goldnewsletter.com/podcast/game-theory-for-gold/
Cryptocurrencies have the potential to revolutionize economic affairs and make it possible to live off the grid.
Juraj Bednár, a cybersecurity expert and entrepreneur, believes in the dream. He and other privacy activists in the Czech Republic and Slovakia have created crypto-only businesses that defy the status quo.
Either technological improvements or new cryptocurrencies will overcome the current shortcomings, he argues, paving the way for completely decentralized economies and lives. Specifically, he teaches people how to build businesses that run entirely outside the formal banking system.
Show notes: http://goldnewsletter.com/podcast/build-your-own-crypto-utopia/
Bitcoin marks its 10th anniversary with a lackluster record: while adoption has increased, it has yet to deliver on several promises. Transactions are too slow and expensive for daily use, and bitcoin is nowhere near replacing traditional central-bank currencies.
Lawrence White, a professor of economics at George Mason University and a senior fellow with the Cato Institute’s Center for Monetary and Financial Alternatives, credits bitcoin with introducing a remarkable technological breakthrough in money.
However, he argues that price volatility is one of its major shortcomings. This may be "baked in," given the fixed supply, limiting its appeal in the face of more stable fiat currencies.
Show notes: http://goldnewsletter.com/podcast/altcoins-central-banks-bitcoin-legacy/
Latin America is home to less than 10 percent of humanity, but it has 20 percent of the planet's oil reserves, over half of its lithium deposits, its largest copper mines, and 20 percent of its gold production.
Unfortunately, notes James McKeigue, managing editor of LatAm Investor, several political and cultural barriers render these resources inaccessible. While democracy has brought better deals in terms of environmental impact and community development, institutional inertia and political instability have stalled mining projects and impeded economic growth.
A rise in the price of commodities and forward-thinking governments have recently attracted tens of billions of dollars in foreign investment, suggesting that more good news is coming in the next decade.
Show notes: http://goldnewsletter.com/podcast/navigate-maze-latin-americas-resources/
Is there any event or fact that would lead you to change your worldview? This is the essence of the dogma test, a tool investors can use to avoid being sucked into manias and bubbles.
E.B. Tucker, a senior analyst with Casey Research and independent director of Metalla Royalty, uses it often to survey investment opportunities.
It has led him to argue people should get their money out of cryptocurrencies, but that the blockchain will still revolutionize the world.
Investment requires constant vigilance, and periods of hype call for caution. He believes gold royalties are one of the soundest opportunities in the market today, and he puts his money where his mouth is.
Show notes: https://goldnewsletter.com/podcast/the-dogma-test-for-predictions/
The world is full of people behaving in ways that don't make sense at first glance. Economics is a tool to help you understand seemingly inexplicable actions.
Steven Landsburg, a University of Rochester economics professor, has written several books that introduce the economic way of thinking to a lay audience. The rationale, he writes, can be summed up best in four words: "People respond to incentives."
Understanding the power of incentives gives one a leg up as a businessman and investor, but also as a citizen trying to penetrate a world awash with confusion.
Show notes: http://goldnewsletter.com/podcast/see-beyond-obvious-economics/
Venture capital is one of the most competitive fund-raising paths for businesses nowadays, full of deceptive and bad actors.
How can young entrepreneurs get a foot in the door? The key is having a powerful story to convince investors, says Alejandro Cremades. A serial entrepreneur, book author, and Forbes contributor, he founded Panthera Advisors, a premier investment banking and financial consulting firm.
Rather than going to university, his advice is to start a company and prove the world you are capable of building something.
Show notes: http://goldnewsletter.com/podcast/the-key-to-venture-capital-success/
US states have amassed at least $1.5 trillion in unfunded liabilities in 2017, even though 49 of them have some form of balanced-budget restriction.
Bill Bergman attempts to answer this puzzle. He is director of research with Truth in Accounting, a nonprofit watchdog that publishes the annual Financial State of the States, a report that provides taxpayers with clear and transparent state-accounting information.
Bergman explains that state governments get away with spending and promising beyond their means due to accounting tricks and regulatory capture by lobbying groups. In particular, retirement obligations have grown beyond what states such as Illinois can afford to pay. What can't happen won't happen, and Puerto Rico-like default chaos lies ahead.
Show notes: http://goldnewsletter.com/podcast/what-sinkhole-states-dont-want-you-to-know/
The United States is getting ready to build its first copper mine in a decade: Pumpkin Hollow in Yerington, Nevada.
Tumbling prices and red tape have stalled copper investments for years, but new gains in supply efficiency are attracting large-scale investments again, says Frik Els, editor of Mining.com.
A veteran business journalist based in Vancouver, Els argues that copper is so fundamental to many industries that its long-term prospects are bright.
Show notes: http://goldnewsletter.com/podcast/nevada-copper-mine-worth-40-year-wait/
Many investors have taken to gold futures and exchange-traded funds (ETFs) to diversify their portfolios. They could be in for some disappointment, according to Chris Powell.
He is the secretary and treasurer of the Gold Anti-Trust Action Committee (GATA), a nonprofit and civil-rights organization. It monitors the market for manipulation of monetary-metals prices and intervention of central banks to defeat free markets sound-money alternatives.
Powell argues that these instruments are largely "paper gold," which cannot be redeemed for metal in any practical sense. Further, they give bullion banks a tool to keep prices under control in complicity with central banks.
Show notes: http://goldnewsletter.com/podcast/the-problem-with-gold-futures-etfs/
Amid the cryptocurrency euphoria, few have passed on the opportunity to invest in bitcoin or altcoins. Meet Dennis Gartman, who argues that they have no intrinsic value and only serve for speculation.
A world-renowned financier and commodities expert, he has published the Gartman Letter since 1987, which goes out daily to leading banks, hedge funds, and mutual funds.
Despite his bitcoin skepticism, he touts its underlying technology, the blockchain, as revolutionary. He argues that decentralized ledgers will disrupt mortgage registries, container shipping, and much more.
Show notes: http://goldnewsletter.com/podcast/dennis-gartman-bitcoin-substitute-nothing/
Mike Larson is sounding the alarm over what he perceives to be a growing tech bubble. Exhibit A is Uber, the ride-sharing company worth billions that has been operating at a loss for almost a decade.
He criticizes the hype-driven media and lazy fund managers for a lack of healthy skepticism. A senior analyst with Weiss Ratings, he believes that, just like the dot-com bubble he lived through, easy credit has been fueling overvaluation of assets and tech startups.
Now that the Federal Reserve is raising interest rates, the easy-money environment will dry up and many firms won't survive. Larson advocates going back to more "boring" stocks for protection against the eventual unwinding.
Show notes: http://goldnewsletter.com/podcast/why-boring-is-good-beware-of-tech-hype/
Medical marijuana is now legal in most US states, and a growing number of them are also allowing recreational uses.
With the cannabis industry going mainstream, more land is needed to grow, process, and sell the plant. Mark Scarola, COO of Green Zone 360, offers this kind of cannabis real-estate investment: he tracks down properties that can be developed and sold or leased to cannabis firms.
Despite the federal prohibition and investor reluctance, he believes it is just a matter of time until cannabis becomes as commonplace as alcohol in the United States.
Show notes: http://goldnewsletter.com/podcast/housing-cannabis-boom/
After 10 years of easy credit in the wake of the Great Recession, the party is over. Interest rates are going up, as are labor costs.
"Buckle up," warns Peter Boockvar, chief investment officer with the Bleakley Advisory Group and editor of the Boock Report.
Speaking at the New Orleans Investment Conference, he argued that we're on the cusp of a bear market and that profit margins have already probably peaked, despite the corporate tax cut and deregulation.
Show notes: http://goldnewsletter.com/podcast/brace-yourself-for-macro-turbulence/
We have all heard stories of years of savings squandered due to rushed investment decisions and gut instincts. In highly technical fields such as junior mining and precious metals, perils for newcomers abound.
That's why Gwen Preston cautions against misleading offers and recommends figuring out one's risk profile first. With a background in chemistry and journalism, she leads her own investing publication: Resource Maven.
To succeed in resource investing, one must follow global macroeconomic trends and get to know the management team in charge of the exploration. Above all, don't go it alone.
Show notes: http://goldnewsletter.com/podcast/so-you-want-to-be-a-resource-investor/
One of the most divisive issues in US politics is foreign policy. America's military and diplomatic involvement since World War II has left profound changes around the world.
For many, this has meant chaos and violence. But for Jayant Bhandari, the world should be more thankful of US peace-keeping efforts. An Indian engineer, political analyst, and investor in natural resources, he believes that in many parts of the world, US intervention has prevented bloodshed.
Nevertheless, the United States has embarked on an impossible mission to change cultures so different, he argues, and she should start pulling out of those countries where repercussions are unlikely to affect US interests.
Show notes: http://goldnewsletter.com/podcast/in-defense-of-america-abroad/
Depending on who you listen to, China is either poised to become a superpower or a disaster waiting to fall under its own weight.
For Valentin Schmid, both scenarios are overrated. A business editor with the Epoch Times—the premier international media outlet on China—he doesn't see Beijing becoming the center of the world or collapsing.
He argues that the alleged Chinese economic miracle is anything but, and that downright cronyism is ultimately behind many investment and diplomatic moves.
Show notes: http://goldnewsletter.com/podcast/debunking-chinas-economic-miracle/
Most of the world's coffee comes from high-yield crops, but the best quality is found elsewhere. Specialty coffee, a $90 billion industry, is a rapidly growing segment with increasing international demand.
Canadian entrepreneur David Sewell is the founder of International Coffee Farms and Agronosotros, which offer affordable investment opportunities in coffee production in Panama and cacao production in Belize. He makes the case for agriculture as a steady, long-term cash-flow stream.
Show notes: http://goldnewsletter.com/podcast/your-tenants-are-trees-specialty-coffee-investment/
For a principled libertarian, living in a world dominated by collectivism can be a daunting task. For John Hunt and his readers, fiction offers solace and a platform for spreading rugged individualism.
Coauthor with Doug Casey of the successful High Ground novels, Hunt is a man whose moral compass led him to career change. A physician and former tenured university professor, he shares his disillusionment with both academia and medical practice.
Hunt argues that US healthcare is imploding and that universities are no longer the truth-seeking institutions they used to be.
Show notes: http://goldnewsletter.com/podcast/john-hunt-writes-libertarian-fiction-statist-world/
Jim Grant of Grant's Interest Rate Observer has more than three decades of experience monitoring macroeconomic metrics, and he is aghast at the post-Great Recession era. We are in uncharted waters, in terms of low and negative interest rates and seemingly worldwide and unprecedented currency devaluation.
While Grant is reluctant to offer timing for the next correction, in what he calls the "default cycle," he believes the US economy is already overdue. He also fears the next correction could be even more severe and long lasting than the previous one.
Show notes: https://goldnewsletter.com/podcast/jim-grant-the-calm-before-storm-defaults-ahead/
Everybody knows that mining is a major economic force in Canada. However, the magnitude of Vancouver's dominance on the world stage is less known. In fact, the city is the home to over 800 mining and junior prospecting companies, while the next best foreign city—Perth, Australia—has not even one third that many.
Karleigh Middlemiss, a human-resources specialist with IDM Mining, explains why Vancouver is head and shoulders above any other city in the world for mining. She also offers tips for those interested in entering the field.
Show notes: http://goldnewsletter.com/podcast/vancouver-mining-hub-world/
Across the world, populist movements are on the rise. Fred McMahon, an economist and resident fellow with the Fraser Institute, joins us to discuss the challenges of defining populism and the pitfalls for advocates of economic freedom in the face of divisive rhetoric.
Three factors have fueled the latest populist reaction, explains McMahon: a serious financial crisis, large changes in technology, and the explosion of migration. Given this scenario, he points out the need to communicate that crony capitalism is not free markets.
Show notes: https://goldnewsletter.com/podcast/economic-freedom-populism/
History has shown time and again that diversification is sound advice for good reasons other than profit.
Rich Checkan, CEO of Asset Strategies International, leverages his vast experience in the metals industry to make the case against the US dollar and the Fed's recent moves.
In a world of high government debt, there is hardly a safer bet than precious metals.
Show notes: http://goldnewsletter.com/podcast/gold-insurance-not-profit/
The world is getting better, and much of it is thanks to private governance. Sven Schütt, a German visiting scholar with the American Institute for Economic Research, argues that this fact is lost on most people even though they benefit from it every day.
Private rules we agree upon in the digital space—Ebay, Uber, AirBnb—and in the physical world—special economic zones, homeowner associations—are the backbone of our increasingly superior living standards in the 21st century.
Show notes: http://goldnewsletter.com/podcast/the-emergence-of-private-governance/
Prominent metals investor Brien Lundin, CEO of Jefferson Companies, shares memories and insights from his three decades in the business.
He tells the story of how he met Jim Blanchard, the "ultimate gold bug" who fought for the legalization of gold ownership and took Lundin under his wing.
Lundin believes we are at a critical point for investors to protect themselves from the next inevitable crisis. He also hopes to continue Blanchard's legacy by expanding the right to hold and trade gold alongside the US dollar.
Show notes: http://goldnewsletter.com/podcast/brien-lundin-how-became-gold-bug/
Agriculture is one of mankind's oldest businesses, but it has limited accessibility in conventional financial markets. Chris Rawley, CEO and cofounder of HarvestReturns.com, wants to change that through crowdfunding platforms. He argues that agricultural investing is a safe and underrated option, particularly for young investors who can reap the large returns in the long term.
Show notes: http://goldnewsletter.com/podcast/agriculture-investing-comeback-crowdfunding/
Financial analysts resort to different viewpoints to study markets and prepare for moves, utilizing both technical and fundamental data points.
Avi Gilburt, one of the most prominent technical analysts in the world, lays out the case for Elliott wave theory. This attempts to look at the market objectively, disregarding exogenous factors and one's own emotions.
He has an impressive track record based on his guiding principle that "numbers don't lie." Gilburt believes the gold market still has downside room for a couple of weeks before a bullish set-up starts building up.
Show notes: http://goldnewsletter.com/podcast/avi-gilburt-technical-analysis-gold/
Countries with high inflation rates are ideal markets for cryptocurrencies, and no country in Latin America has a more troubled history with fiat manipulation than Argentina.
Belén Marty, a local reporter with the news outlet Crypto247.com, explains that Argentines have grown so used to volatile government currencies and speculation that bitcoin faces little resistance in this regard.
She argues that the further devaluation of the Argentine peso in the near future, if the authorities fail to address the fiscal and budget crisis, could mean the definite rise of cryptocurrencies instead of a new dollarization plan.
Show notes: http://goldnewsletter.com/podcast/bitcoin-new-dollar-in-argentina/
The interest rate in the United States is rising from the dead—albeit in a piecemeal, incremental fashion—as trade tensions intensify across the world. Does the current scenario bode well for gold?
Mary Anne and Pamela Aden, co-editors and publishers of the Aden Forecast and two of the world's most influential and well-known financial analysts, argue there are more positive than negative signs for gold and mining stocks.
Even if there's a global economic slowdown, the Aden sisters believe gold's price has bottomed and could rise anytime soon, leading to a bright future in the coming years.
Show notes: http://goldnewsletter.com/podcast/why-the-future-looks-bright-for-gold/
The university system is in crisis. Despite millions invested, very few students graduate and even fewer learn actual job skills. The ballooning student-loan bubble shows no sign of abating.
Ryan Hildebrand, assistant professor of Biology at Delgado Community College in New Orleans, Louisiana, has been sounding the alarm for years. He believes society is doing much harm to young people by insisting college is the only path to success.
Since credentials have become so diluted nowadays, universities have moved from building human capital to mass-producing signaling products. Hildebrand argues that the bubble is going to burst someday, and it's going to be worse than the housing crisis.
Show notes: https://goldnewsletter.com/podcast/higher-education-coming-apart/
Traditional financial and banking sectors remain wary about the blockchain economy, given the myriad of cryptocurrencies and climbing transaction costs.
But for investor, entrepreneur, and biohacker Cassi Konopasek, there is no question: blockchain solutions will become mainstream. She sees potential in serving the millions of unbanked around the world.
As for the hundreds of altcoins with different features, she says "let the market decide"!
Show notes: https://goldnewsletter.com/podcast/demystifying-the-blockchain-economy/
Accounts of censorship at universities have made major headlines in Canada and the United States, but is the outrage warranted?
Michael Kennedy, co-author of the Campus Freedom Index, an annual measure of the state of free speech at Canadian public universities, argues there is indeed a pattern of censorship.
He asserts almost half of these universities go beyond their legal authority to censor speech, student groups, and controversial speakers.
Nevertheless, he believes the public and many stakeholders are starting to fight back and hold university officials accountable—a symbol of broader respect for public debate in Canada.
Show notes: http://goldnewsletter.com/podcast/the-state-of-academic-inquiry-in-canada/
Bitcoin was the first successful application of the blockchain, but will it survive after central banks and regulators step in?
Financial expert Demelza Hays from Liechtenstein walks us through the basics of blockchains and recommends some cryptocurrencies to keep an eye on. She argues that even if bitcoin eventually succumbs, the idea of global, privately minted coins that are not political will prevail.
Show notes: http://goldnewsletter.com/podcast/why-blockchains-here-to-stay/
Every year, the Fraser Institute’s Economic Freedom of the World index ranks countries' openness to markets. But how can one measure something so seemingly abstract as freedom or liberalization?
We discuss this and other topics with the man behind the study for the past 30 years, Robert Lawson of the O'Neil Center for Global Markets and Freedom at Southern Methodist University.
He argues that the scientific method can work in the social sciences as well, and that the ideology of a country’s ruling party is not the best indicator of its economic freedom.
Show notes: https://goldnewsletter.com/podcast/is-the-world-getting-freer/
Estonia is a European country known for pioneering e-governance, which makes life easier for citizens. They can pay taxes, set up companies, and even vote—all online.
Since 2014, Estonia has attracted individuals from all over the world by letting anyone apply for residency without leaving their homes and enjoy these benefits.
Yaël Ossowski, a Canadian journalist, activist, and entrepreneur based in Vienna, joins us to discuss how virtual-residency programs can foster competition between states for global businesses.
Show notes: https://goldnewsletter.com/podcast/e-citizenship-fosters-competition-between-countries/
For the first time, total credit-card debt in the United States has surpassed $1 trillion. Many households struggle to make ends meet and don't know where to start saving money, so they roll over high-interest credit.
Kumiko Ehrmantraut, aka the Budget Mom, shares her insights as a certified financial counselor, and she explains how having her son turned her life around and forced her to focus on her finances.
Show notes: https://goldnewsletter.com/podcast/know-thyself-budget-mom-social-media-era/.
After four years of Socialist Party rule, Chile's new pro-market administration is touring around the world trying to convince businesses to invest in the country, the most prosperous and stable in South America, which has mining as one of the pillars of its economy.
But how welcoming is Chile to foreign investors? Axel Kaiser, director of the Foundation for Progress think tank, shares his views on the challenges to turn the country around and restore economic growth.
Show notes: https://goldnewsletter.com/podcast/is-chile-open-for-business/
The politicization of all aspects of our lives is part of a vicious cycle of tribalism, and a battle for a slice of the largess. How can we avoid getting trampled by the herd mentality?
Both Mamela Flor and Paz Gómez, from Ecuador, have charted their own paths and become independent women. They share with us their trials and tribulations and lessons learned.
Show notes: http://goldnewsletter.com/podcast/the-antidote-to-identity-politics/.
Colombia lies amid the disastrous movement of 21st-century socialism of Venezuela and Ecuador, but she has thus far resisted the fatal call. Jorge Eduardo Castro is eager to keep it that way, as the new national director of Unión Editorial, a publishing house that promotes material on classical liberalism, economics, and finance. He explains why Colombia, although possessing her share of challenges, has considerable potential and is your best bet in Latin America.
We apologize for the reduced audio quality in this episode.
Show notes: http://goldnewsletter.com/podcast/colombia-the-pick-of-the-bunch/.
Finance is awash with data: where to begin?
Graham Neary CFA is both a technical and fundamental analyst, and he teaches clients and students how to read financial statements. The predicament individual investors face is the tradeoff between precious time for research and potential gains. How much time actually brings higher returns? Often, unfortunately, people just waste time and find themselves losing money on excessive trading.
Show notes: https://goldnewsletter.com/podcast/master-data-as-a-lay-investor/.
Bryce Bradley describes the junior-resource sector as a treasure hunt, an often-dramatic field with highs and lows. The president and CEO of Thunderstruck Resources, Bradley shares her hindsight on the industry's evolution and, along with cohost Brien Lundin, she recommends the most appropriate places for one to get started investing.
Show notes: https://goldnewsletter.com/podcast/use-your-dollars-to-hunt-for-treasure/.
Driver-less cars, the peer-to-peer economy, crypto-anarchy: creative destruction is running wild, for the better of humanity and entrepreneurs—those willing to spot and pursue the openings in the market. Nick Zaiac, a fellow in commercial freedom at the R Street Institute in Washington, DC, is a policy wonk of the best kind, and he provides the update on the latest technology and the regulatory implications.
Show notes: https://goldnewsletter.com/podcast/creative-destruction-is-your-friend/.
Many of us have a penchant for handling our own affairs, for going our own way in financial matters. Dickson Buchanan of Monetary Metals has learnt the hard way, and he has distilled his hindsight into three key lessons.
Show notes: https://goldnewsletter.com/podcast/three-lessons-for-the-diy-investor/.
So many people have gotten rich in the early years of cryptocurrencies, but are the returns all realized? Why are cryptocurrencies worth your time, and why do they command market value? They do not pay interest or dividends, so Adam Dubove of Members Only, based in Buenos Aires, explains how to engage in a buy-and-hold approach.
Show notes: http://goldnewsletter.com/podcast/the-fundamental-value-of-cryptocurrencies/.
With price-to-earnings ratios so high and interest rates so low, there is a compelling case for entering alternative investments, but where does one start?
Donald Chambers literally designed the course for CAIA, the Chartered Alternative Investment Analyst Association. He holds a PhD from the University of North Carolina at Chapel Hill, and he is professor emeritus at Lafayette College in Pennsylvania.
Show notes: https://goldnewsletter.com/podcast/alternative-investments-101/
As much as many of us want to believe in the efficient-market hypothesis — that all information is embedded in the price — turmoil and the business cycle continue to challenge the notion of rational markets. The question then is, how does one know when there is a market bubble and, perhaps more important, when it will pop?
Daniel Lacalle of Spain, now based in the United Kingdom, is a prolific author and commentator on economics and finance. Also a certified international investment analyst, he joins us to explain the key traits of a bubble and the distinction between a correction and the popping of a bubble.
Show notes: https://goldnewsletter.com/podcast/how-to-spot-a-bubble/.
"Civic education is designed to create herds of obedient voters," Max Borders writes. He contends that politics is a zero- or negative-sum game, and he is out to promote an alternative: a form of creative destruction that dislodges the status quo. He calls it subversive innovation.
Show notes: https://goldnewsletter.com/podcast/criticize-by-creating-the-subversive-mindset/.
Is bitcoin the new gold? Chris Blasi responds with an emphatic no. A 30-year veteran of the financial industry, with a particular focus on precious metals, he shares his concerns regarding the interest in cryptocurrencies. Although he does not want to rule them out as viable technologies, his strong contention is that they are distinct from precious metals and should be treated as such. Show notes: https://goldnewsletter.com/podcast/what-you-dont-know-about-crypto/
While many people love traveling and exploring new places, moving to another country as an expat can be a giant leap. It is a way for globetrotters to take their wanderlust to new levels, and to find new financial and personal opportunities.
Rachel Jensen, originally from New York, has done it more than once. Finally settled in Belize, she explains why.
Show notes: https://goldnewsletter.com/podcast/the-case-for-belize/.
Where are the customers' yachts? The title of a legendary book in finance points to the inefficiency of financial markets and the way they often benefit the administrators more than the investors. Olav Dirkmaat wasn't about to accept that status quo, so he started a new online stock market, based in the Netherlands.
Show notes: https://goldnewsletter.com/podcast/start-your-own-stock-market/.
So many of us are on the outside of the financial industry, and its jargon, mathematics, and regulations may seem beyond reach. Bill Reese, a finance professor with the A.B. Freeman School of Business at Tulane University, weighs the merits of trade experience and formal education, and then offers recommendations for personal-finance reading as well.
Show notes: https://goldnewsletter.com/podcast/paths-to-a-financial-education/.
Venezuela has already shown the world the recipe for hyperinflation. Now she offers the petro, a state-sanctioned cryptocurrency, but that is not all. Given a cash crunch, the nation has run out of printed currency, and a local "comuna" (a Chavista gang) has started its own private currency to bridge the gap — el panal (honeycomb) — and to bridge the gap they are backing it with, you guessed it, the same bolívares in hyperinflation. No, this is not made up. You have to laugh to keep from crying.
Show notes: https://goldnewsletter.com/podcast/the-most-insane-currency-you-never-heard-of/.
Russia, Russia, Russia! So much hot air and so little understanding in the wake of Donald Trump's rise, especially with the hyperbole leveled at the new president.
But what ideology or strategy actually explains the motives and plans of the Russians? One name stands out: Aleksandr Dugin, the man behind Duginism. As nuts as this guy may be, the Ruskies listen and have even given him prominent official positions in foreign policy.
To make sense of this man and Russian policy, we have the prolific YouTuber and analyst Lucian Valsan on the show, all the way from Romania.
Show notes: http://goldnewsletter.com/podcast/what-motivates-the-russians/.
Normally we interview one person or have a panel, but at the New Orleans Investment Conference, many attendees shared their views. They assessed the promise of cryptocurrencies and whether they can unseat the US dollar as the most widely used currency worldwide.
Show notes: https://goldnewsletter.com/podcast/can-cryptocurrencies-beat-the-dollar/.
Danielle DiMartino Booth says the Federal Reserve is "infected with mission creep." Since leaving in 2015, she has been vocal in her criticism of the overly powerful, parasitic, and bureaucratic central bank, as explained in her book "Fed Up."
Show notes: https://goldnewsletter.com/podcast/ex-federal-reserve-insider-speaks-out/.
Adrian Day is a money manager who describes the current economic environment as akin to "Alice in Wonderland." Not only are governments offering and selling bonds of very long terms at absurdly low rates, an enormous amount of capital is tied up in bonds earning negative yields. You don't have to follow the herd down this road to ruin.
Show notes: https://goldnewsletter.com/podcast/find-yields-in-a-low-interest-world/.
Judy Shelton has been both an economic adviser to Donald Trump and the co-director of the Sound Money Project. A speaker at the New Orleans Investment Conference this month, she sits down with us to consider both the candidates for chairman of the Federal Reserve and the promise of a return to sanity in monetary policy.
Show notes: https://goldnewsletter.com/podcast/can-trump-make-money-sound-again/.
Dwight Duncan explains that, going back more than a century, the "Constitution means what the Supreme Court says it means." This is in contrast to the desire for a clear document with a balance of powers in the amendments process and removal of wayward judges.
A law professor in Massachusetts, Duncan discusses what can be done to reverse the trend of centralized power, while retaining a respect for the rule of law.
Show notes: https://goldnewsletter.com/podcast/how-judges-came-to-rule-the-united-states/.
Michael Strong loved learning but hated school. Now he designs schools that are not dry environments of passivity and dependence, but rather places of inspiration, innovation, excellence, and creativity.
Show notes: https://goldnewsletter.com/podcast/escape-the-education-conveyor-belt/.
Sven Larson came a long way to be a free man, from Sweden to the prairies of Wyoming. He has found, however, that the ideology of egalitarianism that plagues his home terrain of Scandinavia is alive and well and conquering the land of the free.
Show notes: https://goldnewsletter.com/podcast/the-egalitarian-conquest-of-america/.
Rich Checkan of Asset Strategies International is one of Brien Lundin's go-to men on physical possession of precious metals, be that as bullion or numismatic coins. Checkan foresees a gradual removal of cash from circulation, as a way to tax people more and cut down on the informal economy, while violating privacy.
Show notes: https://goldnewsletter.com/podcast/how-to-resist-the-war-on-cash/
Ludwig von Mises once described Ayn Rand as the most courageous man in America. Such was her unabashed and proud nature, she enjoyed being described as a man.
More than 30 years on since her death, she remains perhaps the most popular philosopher among the general public, given the proliferation of her works of fiction. However, she has largely failed to garner respect within the community of professional philosophers.
Andrew Bernstein is one of the few objectivists in the field. He explains why her influence is growing and why objectivism is worthy of study and refinement, and why her books merit literary praise.
Show notes: https://goldnewsletter.com/podcast/why-ayn-rand-lives-on/.
Rick Rule has been profiting from natural-resource investments for decades, along with his brokerage clients, and he has seen more than a few convulsions in his time. He shares with us how he eyes the right speculation prospects, particularly given that most mining prospects are valueless.
Show notes: https://goldnewsletter.com/podcast/be-the-first-to-the-bull-market/
Chris Martenson and Adam Taggart are what Brien Lundin calls Ivy League preppers. Unlike many people who predict economic and environmental breakdowns, they are supremely educated and refined in their analysis. They note that the flood of low-interest credit at this time is like nothing before in history, and it is creating a bubble of historic proportions.
Show notes: https://goldnewsletter.com/podcast/prepare-for-uncharted-waters/.
George Gilder has broken up with Wall Street, and he describes the industry as a beacon of cronyism rather financial innovation. An author of 20 books, he now believes in the dire need for sound money, ideally backed by gold. He is also confident that privately created digital currencies will bring down the central banks and their cartel affiliates.
Show notes: https://goldnewsletter.com/the-way-out-of-fiat-currencies/.
Without a consensus on how to address the block-size problem, the bitcoin space is fragmenting and generating confusion for users. Jimmy Song and Pierre Rochard explain that multiple and disparate "bitcoins," coupled with infighting, would be the worst-case scenario. Even if that appears to be the trajectory, they see the challenges as a product of bitcoin's success and foresee users and providers organizing and coming together out of self interest.
Show notes: http://goldnewsletter.com/podcast/dont-panic-bitcoins-growing-pains/.
Venezuela has been the butt of jokes in the American press — lacking toilet paper, beer, and even potatoes for fries at McDonald's — but her history and policies have slipped under the radar.
One man who has paid attention is José Alberto Niño, a Venezuelan by birth who now lives in Colorado. A grassroots activist and prolific writer, Niño lifts the veil on how Venezuela fell from grace and what will become of the authoritarian narco-state.
Show notes: https://goldnewsletter.com/podcast/the-venezuela-the-media-wont-report/
Capitalism is the greatest force for human development in the world, and Alexander McCobin is leading a movement to make that known. The co-founder and past president of Students for Liberty — the world's most successful libertarian student organization — now leads Conscious Capitalism, and the network of mission-oriented entrepreneurs is ready to bloom.
Show notes: https://goldnewsletter.com/podcast/conscious-capitalism-elevate-humanity-through-business/
"The big money players collect streams of income," says Russell Gray of the Real Estate Guys Radio Show. Meanwhile, "they convince the rank-and-file investor to try to buy low and sell high."
Gray wants more people to reap the benefits of owning rental property, and he has trained countless people to do just that.
Show notes: http://goldnewsletter.com/podcast/why-markets-fall-but-real-estate-still-pays/.
Gabriel Scheare and John Cobin have taken the plunge and left Canada and the United States for Chile, with Cobin even renouncing US citizenship. They have faced plenty of challenges on the way, and now Scheare is working on a planned community for entrepreneurs and freelancers, near Valdivia in Patagonia.
Shownotes: https://goldnewsletter.com/podcast/find-freedom-in-chile/.
The Ukrainian resistance to Russian domination should have been a celebrated success for liberty. However, as Roman Skaskiw explains, that message struggled to get through, given immense Russian efforts to muddy the message and co-opt libertarian outlets.
Show notes: https://goldnewsletter.com/podcast/russian-propaganda-dupes-libertarians/.
Julie Borowski has an odd job: she is a professional advocate for liberty, and not one aligned with any particular organization or outlet. She just makes videos and gives speeches, and her wit, humor, and insights have made her famous around the world.
However, alongside her rise, she has witnessed the rise and stagnation of the liberty movement. Given the loss of steam since Ron Paul's retirement from politics, she examines how people can stay united and be productive contributors to the cause.
Show notes: http://goldnewsletter.com/podcast/how-to-reinvigorate-the-liberty-movement/.
Get your pen and paper out, because Eric Coffin is a longtime analyst of junior mining prospects, where the potential for returns is the greatest, but so is the risk.
Shownotes: http://goldnewsletter.com/podcast/eric-coffins-best-buys-in-mining/.
José Azel fled Cuba when he was 13 years old, a member of the Pedro Pan exodus, and he never went back. He now reflects on his decades in academic and public debates for a free Cuba, and he laments the gross ignorance that has enabled the communist regime to remain in power for more than half a century and ruin the lives of millions of people.
His latest book, a collection of his hundreds of columns, is his legacy. He hopes it will stand as a lasting message to his kin, the Cuban Americans, and to the people of the United States, as they struggle to retain whatever free market exists in the land of the free.
Show notes: http://goldnewsletter.com/podcast/what-the-world-needs-to-know-about-cuba/.
For the data enthusiasts, we have your man. Jordan Roy-Byrne is editor and publisher of the Daily Gold, and he and Brien Lundin seek to make sense of a litany of numbers as they relate to both straight gold prices and the values of junior mining companies.
Show notes: http://goldnewsletter.com/podcast/gold-prices-what-does-the-data-foretell/.
After the better part of a decade in mining journalism, Gwen Preston has gone out on her own to find the best natural-resource opportunities around the globe. Based in Canada and writing as the Resource Maven, her next trip is to Mongolia, and she delivers plenty of candy for investors to chew on.
Show notes: http://goldnewsletter.com/podcast/hunt-for-zinc-and-uranium-with-gwen-preston/.
The Federal Reserve system's unprecedented monetary expansion for the past decade, highlighted by negative real interest rates, means only one thing: there will be consequences, and they won't be pretty.
Peter Boockvar says the Trump bump may have delayed the inevitable, and tax reform may push a recession back another year. However, he says any optimism over the new president cannot undo the damage already done.
Show notes: http://goldnewsletter.com/fed-unwinding-means-imminent-recession/.
Investment in precious-metals mining is extremely speculative. The strong downside and upside potential drives the approach of Joe Mazumdar. He focuses on rejecting prospects, to zero in on the precious few that will garner returns down the track.
Show notes: http://goldnewsletter.com/podcast/cut-the-wheat-from-the-chaff-of-mining/.
Humans are pack animals, and they are vulnerable to the moods of the crowd. Socionomics is the study of crowd dynamics and how they impact markets. Steven Hochberg has been studying and applying this for many years with Elliott Wave International, and in this episode he drills down into this field and addresses many of the rebuttals and errors of his organization.
Show notes: http://goldnewsletter.com/podcast/socionomics-101-steven-hochberg-reads-the-mood-of-the-market/.
Jay Taylor is a gold bug going back decades, and he foresees a rocky path and inevitable debasement ahead for fiat currencies. Even if the formal gold standard is gone, gold offers both asset protection and, with digitization, an ever more convenient medium of exchange.
Show notes: http://goldnewsletter.com/podcast/the-unstoppable-rise-of-gold-as-money/.
Nick Hodge is on the hunt for contrarian investments, opportunities to beat the pack. Lately, via his Outsider Club newsletter, he's been touting the merits of both medical and recreational cannabis as areas for investment.
Show notes: http://goldnewsletter.com/podcast/how-to-profit-from-marijuana-legalization/.
Few businessmen know how to defend themselves and take pride in their role as capitalists who serve consumers. They are vulnerable to a debate that pits them as exploiters and plunders their noble work.
Brad DeVos is on a mission to change that, and he is leading the growth of Bastiat Society chapters around the globe. These circles explore political economy and the case for free enterprise to better engage in the public debate and impact public policy.
Show notes: http://goldnewsletter.com/podcast/why-entrepreneurs-must-unite-against-state-predation/.
Scott Moody and his wife Wendy Warcholik are the proud parents of five children, and they chose to raise them in New Hampshire, particularly because of the favorable economic environment. However, as they saw the demographic decline of New England, they became aware of many more ingredients that went into making healthy families. Thus they utilized their economics backgrounds to come up with an index of family success, one that identifies the most successful states that are defying the breakup of the nuclear family.
Shownotes: http://goldnewsletter.com/podcast/new-index-reveals-best-states-to-raise-a-family/.
Raul del Toro is the Renegade Third Worlder, and his objective is to blow the lid on the sugar-coated coverage of impoverished countries such as his native Venezuela. He doesn't want the United States to fall to their level, and he has started a blog to support a triumphant and proud land of the free.
Show notes: http://goldnewsletter.com/warning-to-america-from-the-third-world/.
University tuition rates across the United States have rocketed upward in recent decades, but that has been to pay for more administrative staff, not more tenured faculty. As campuses offer bells and whistles, the public are growing more skeptical of conventional higher education, and Jenna Robinson tells us why. She holds a PhD in political science from the University of North Carolina at Chapel Hill, and she is the president of the Martin Center for Academic Renewal.
Show notes: http://goldnewsletter.com/podcast/jenna-robinson-the-higher-education-arms-race/.
The United States has a reputation for being the incarceration nation, but is that deserved? Daniel D'Amico, associate director of the Political Theory Project at Brown University and a lecturer of economics, pokes holes on the common explanations and notes that the rising tide of incarceration is not distinct to the United States.
Show notes: http://goldnewsletter.com/daniel-damico-myth-versus-reality-of-mass-incarceration/.
There is a battle on two fronts that is circling and tightening the strings on cash for transactions. Both intellectual figureheads and policymakers are limiting particular uses of cash and, in some cases, banning high denominations.
Lawrence White of George Mason University takes a look behind the scenes and applies the "Baptists and bootleggers" analogy. There are the true believers, and then there are those who stand to profit.
Show notes: http://goldnewsletter.com/podcast/the-war-on-cash-cui-bono/.
The Canadian foreign minister has threatened retaliation if the Trump administration imposes a tariff on imports from the north. Meanwhile, Trump has said he will cancel NAFTA unless there is significant renegotiation of the treaty. Add the budding wall with Mexico, and an unpredictable trade war looms.
Our specialist is the president of the Atlantic Institute for Market Studies, the go-to think tank in the Atlantic provinces of Canada. Marco Navarro-Génie fled Nicaragua in his youth and rose up the ranks of academia, before jumping ship and finding his home in policy research.
Show notes: http://goldnewsletter.com/podcast/marco-navarro-genie-no-one-wins-a-trade-war/.
The Odebrecht scandal has rocked Latin America with its breadth, implicating 500 elected officials across the region. Andrés González of San Francisco University of Quito, Ecuador, says that while corruption may remain with us, the rules of the game have changed. This is just the tip of the iceberg waiting to be uncovered, and the old deference towards corruption is fading fast.
Show notes: http://goldnewsletter.com/podcast/andres-gonzalez-the-jig-is-up-for-pay-to-play-in-latin-america/.
"The Investor's Guide to Gold and Silver": http://goldnewsletter.com/golden-opportunities-signup/.
While Puerto Rico is losing population big time, some people are going there for tax advantages over the US mainland. What is the truth about the economic status and future of the island?
Our guests are Frank Worley and Albert Soutomaior (pictured). Worley was co-founder of the original Libertarian Party of Puerto Rico and is founder of MIRE (Movimiento Independentista Republicano). Soutomaior writes policy for the Libertarian Party of Puerto Rico and is one of the co-founders of the Institute for Human Freedom.
Show notes: http://goldnewsletter.com/podcast/puerto-rico-tax-haven-or-economic-disaster/.
Brexit is happening, and Election Betting Odds gives it 87 percent likelihood within the first half of 2017. The question then is, what now? What will the European Union look like without the British, the most classical-liberal member nation?
Show notes: http://goldnewsletter.com/podcast/what-becomes-of-the-broken-european-union/.
Cris Lingle, originally from Georgia, is an international economist with a teaching position at Francisco Marroquín University in Guatemala. In particular, he specializes in political economy and public-policy reform, and we address the trajectory of public debt and public pensions in the United States.
Show Notes: http://goldnewsletter.com/cris-lingle-unions-have-dug-their-own-pension-grave/.
Tone Vays is an independent analyst of bitcoin and a former contributor to Brave New Coin and the Coin Telegraph. An outspoken critic of many "blockchain" initiatives, he cuts through the sales pitches.
Show notes: http://goldnewsletter.com/podcast/tone-vays-demystifying-the-blockchain-avoiding-digital-snake-oil/.
Maxim Lott is a supervising producer for John Stossel and the creator of ElectionBettingOdds.com, which offers an alternative to conventional pundits, predictors, and polls.
Show notes: http://goldnewsletter.com/podcast/maxim-lott-fake-news-censorship-is-a-cure-worse-than-the-disease/.
Steve Hanke is perhaps the world's leading inflation researcher, and on Monday he announced that Venezuela had crossed the Rubicon and entered hyperinflation territory. That is a price level rising faster than 50 percent in a single month, and it has been achieved by fewer than 60 nations in recorded history.
Show notes: http://goldnewsletter.com/podcast/steve-hanke-how-venezuela-joined-the-hyperinflation-club/.
José Azel is an old friend and my mentor on Cuba. We first met years ago in Miami, and then he was the chief instructor when I completed the certificate program at the Institute for Cuban and Cuban-American Studies. An accomplished author and columnist, he joins me to explain what, if anything, can be made of Fidel Castro's death. Further, he addresses the current trajectory and probable options for businessmen interested in the island.
Show notes: http://goldnewsletter.com/podcast/jose-azel-investing-in-cuba-is-absolutely-nuts/.
The Indian prime minister has banned all currency worth more than about one US dollar. Jayant Bhandari explains how this, combined with prohibitions on gold sales, is an economic death wish.
Show notes: http://goldnewsletter.com/podcast/jayant-bhandari-indias-economic-suicide/.
Chris Powell has for the past two decades documented and followed manipulation of the gold market by central banks and large financial intermediaries. In particular, he says the nominal supply on paper vastly outstrips the real supply of physical gold, and that suppresses the price of the precious metal.
Show notes: http://goldnewsletter.com/podcast/chris-powell-paper-gold-is-the-elephant-in-the-room/.
Gloria Álvarez of Guatemala is perhaps Latin America's most prominent political analyst and advocate for classical liberalism and limited government. She frequently tours internationally, and we caught up in Buenos Aires at the 2016 Latin American Bitcoin Conference.
Show notes: http://bit.ly/gloria-alvarez.
Three guests from the Latin American Bitcoin Conference offer their explanations for the why, what, and how of bitcoin: Tone Vays, Michael Dupree, and Juan Llanos.
Show notes: http://goldnewsletter.com/podcast/why-bitcoin-is-here-to-stay-labitconf/.
Mark Skousen is author of 'Investing in One Lesson' and a regular attendee at the New Orleans Investment Conference. He and I sat down for a chat about his book, which I recently reviewed on my personal blog.
Attendees at the New Orleans Investment Conference weighed on who they would choose in the upcoming election for US president.
Show notes: http://goldnewsletter.com/podcast/who-is-the-investors-pick-for-president/.
Charles Krauthammer spoke at the New Orleans Investment Conference this weekend, and we caught up with him in the green room.
Show notes: http://goldnewsletter.com/charles-krauthammer-if-trump-prevails-gop-split-a-real-possibility/.
Frank Worley López is a long-time blogger and author on all things Puerto Rico, and he founded the island's chapter of the Libertarian Party in the 1990s. If you want to understand Puerto Rico, there is no better man, and he details a way for the island to emerge from the ashes of default.
Show notes: http://goldnewsletter.com/podcast/frank-worley-lopez-from-default-to-capitalism-for-puerto-rico/.
Doug Casey is one of the original gold bugs, and first garnered attention back in 1976 with his book, 'The International Man.' He went on to found Casey Research and author more books. He is now onto fiction, and he joined us to share his latest book, 'Speculator.'
Show notes: http://goldnewsletter.com/podcast/doug-casey-how-fiction-can-change-the-world/.
G. Edward Griffin has perhaps done more than anyone to raise understanding of the Federal Reserve and unbacked fiat currencies, up there with former Congressman Ron Paul (R-TX). His book, The Creature from Jekyll Island, is now in its fifth edition and is the gold standard for those wanting to look behind the curtain.
In this episode we discuss how people can better inform themselves on economics and get past the confusing data and jargon they often find in major media outlets. Further, he gives his thoughts on where monetary systems are headed.
Show notes: http://goldnewsletter.com/podcast/ed-griffin-economics-in-the-age-of-propaganda/.
Peter Schiff has gained notoriety as a specialist in market bubbles, particularly in the US context. He unleashes in this episode and tears the Federal Reserve to shreds, noting how they have trapped themselves, since inflation is coming, and they are powerless to raise interest rates without causing a default in the federal government.
Show notes: http://goldnewsletter.com/podcast/peter-schiff-central-banks-were-inflation-firemen-now-arsonists/
New Orleans Investment Conference: http://neworleansconference.com/wp-content/uploads/2016/08/2016_Podcast3.html.
The Federal Reserve's Open Market Committee has chosen to resist raising the federal-funds rate, the base interest rate in the US economy. Peter Boockvar delivers the skinny on how these decisions are always influenced by politics, and why a corrective recession is inevitable and will only worsen with time.
Show notes: http://goldnewsletter.com/podcast/peter-boockvar-the-fed-has-overdosed-on-social-justice/.
New Orleans Investment Conference: http://neworleansconference.com/wp-content/uploads/2016/08/2016_Podcast3.html.
Darrell Castle is the Constitution Party candidate for the US presidency in 2016, and was there for the party's founding in 1991. He explains why the US Constitution remains so important and the urgency of reviving it before the republic is completely gone.
Show notes: http://goldnewsletter.com/podcast/darrell-castle-constitutionalists-should-forget-the-corrupt-gop/.
The new normal describes the weak performance of the US economy for the better part of the last decade. Stephen Moore, an advisor to Donald Trump, explains his view on how to get out of this, and James Grant discusses the macroeconomic implications of the non-recovery.
Show notes: http://goldnewsletter.com/podcast/steve-moore-jim-grant-trumps-potential-and-how-to-beat-the-new-normal/.
This week we have two guests, interviewed at the Austrian Economics Conference in Rosario, Argentina: 1. Robert Murphy explains the economics of the business cycle, and why he believes the US stock market is so vulnerable. 2. Edgar Ortiz Romero makes the case for fixed exchange rates, as a check on currency devalution.
Show notes: http://goldnewsletter.com/podcast/bob-murphy-us-stock-market-overdue-for-a-tumble/.
Image credit: Cecila Olive https://www.instagram.com/ceolive/.
Rick Rule, CEO of Sprott Global, is perhaps the world's most successful speculator in commodities markets. In this episode he unravels why there is so much turmoil that appears to be irrational.
Show notes: http://goldnewsletter.com/podcast/rick-rule-demystifies-market-psychology/.
New Orleans Investment Conference: http://neworleansconference.com/wp-content/uploads/2016/08/2016_Podcast3.html.
Michael Larson of Weiss Research and the Safe Money Report foresees a period of crazy volatility ahead, but he has plenty of detractors and "can’t remember seeing such a wild split in views on so many different markets."
This episode comes during the week of the anniversary of the closing of the gold window in 1971, which opened the floodgates for inflationary pressure and the monetization of the US federal debt.
Show notes: http://goldnewsletter.com/podcast/the-great-debate-michael-larson-on-optimists-versus-pessimists/.
Brien Lundin joins me to share the history of Gold Newsletter, how he got involved, and why precious metals remain as relevant as ever. Further, he weighs in on how young people can enter the market and build their own investment portfolios.
Show notes: http://goldnewsletter.com/podcast/legalize-it-the-genesis-of-gold-newsletter/.