Episodes
David Skarica, publisher StockChartofTheDay (@scotday) on YouTube, discusses the breakout in Gold, stagflation vs. disinflation and the catalysts which will lead to an upside acceleration in Gold & Silver over the next few years. 0:00 Intro1:10 Correction in Gold & Silver6:50 The Bust: Stagflation & Disinflation11:00 Monetizing the Debt & Bear Market/Economic Downturn16:00 Reserve Currency & Monetizing the Debt19:45 New Regime w/ Bonds & Gold26:20 Dave's 4-Year Time...
Published 05/05/24
Published 05/05/24
Jeffrey Christian, Founding and Managing Director of CPM Group, a precious metals consultancy has followed, covered and advised on Gold and Silver for decades. He thinks the second half of 2024 will be stronger than the first for both metals and he says they have potential to spike in the next 12 to 18 months. 0:00 Intro1:25 All the Factors Driving Gold Strength10:00 Factors Driving Gold At $2300-$240017:15 Impact of Bonds on Gold22:45 Younger Investors & Gold, Silver26:50 Gold ETF...
Published 04/25/24
Gary Tanashian, ​⁠editor and publish of Notes From the Rabbit Hole (NFTRH.com) discusses the current macro, the meaning of the breakout in Gold and why Gold and gold miners will really soar after the coming bust. Recorded Thursday April 110:00 Intro1:25 Macro View: Stagflation or Disinflation4:30 Signals of New Inflationary Phase6:55 In New Economic World Now9:00 Gold Breakout is Telling Us Something12:25 Impact of Secular Bear in Bonds15:55 Gold Mining Fundamental Drivers19:50 Silver...
Published 04/19/24
John Miniotis, CEO of AbraSilver discusses the company's Diablillos project, the recent pre-feasibility study and exploration upside which the company will be targeting over the months head. Recorded April 10, 20240:00 Intro1:20 Diablillos Project Info & NPV at Current Metals Prices3:30 Diablillos M&I Resource5:30 Diablillos AISC7:00 Exploration Upside13:00 Jasperoid Target & Drilling Plan17:40 David O'Connor, AbraSilver's Chief Geo19:45 Financing23:50 How AbraSilver Can Get...
Published 04/18/24
Jared Dillian, author of the Daily Dirtnap and several books, argues the real reason Gold is ripping is because of impending debt monetization in the US. He discusses the breakout in Gold and lackluster sentiment towards it. He believes precious metals are in a new secular bull market.  0:00 Intro1:05 Those Bastards Book2:10 People are Flat-Footed & Underinvested in Gold3:55 Real Reason Gold is Ripping5:45 QE, Yield Curve Control & Debt Monetization8:00 Early Stages of Gold Breakout...
Published 04/13/24
Ryan King, Senior VP of Corporate Development & part of Calibre Mining's management team, discusses the company's acquisition of the Valentine Gold project in Newfoundland and the work and capital required to build and operate the mine successfully. He also discusses the company's potential for a re-rating.0:00 Intro0:58 Pronunciation of Calibre2:10 Company Background & Operations5:45 Valentine Gold Project15:55 Funding for Valentine Mine Build21:25 Risks When Mine is Operating24:25...
Published 04/12/24
Axel Merk, Merk Investments President and Chief Investment Officer at Merk Investments, who manages two Gold ETFs, analyzes Fed Policy and the Gold Market. He believes that Gold will perform even better in a hard landing and is worried a hard landing could be on the horizon. He says that retail investors are still lukewarm about Gold and that hot money has been chasing crypto and not Gold. This allows us some time to position. 0:00 Intro1:00 Big Picture View3:35 Federal Reserve Policy Now8:00...
Published 04/12/24
Vince Lanci of Echo Bay Futures & GoldFix on Substack joins us to discuss the Gold market as March & the first quarter end. Vince believes that fund flows from retail and generalists into Gold ETFs will not begin until the stock market declines. He also notes recent action from Bullion Banks and groups like the World Bank and BIS indicate they are preparing for Gold to move higher. 0:00 Intro1:45 End of Month & Quarter Analysis6:15 Downside Scenario9:30 Gold vs. Bonds14:30 When...
Published 04/11/24
Greg Weldon  @GregoryWeldon analyzes the most recent developments in the economy and why we are headed for stagflation. He also analyzes Fed Policy, Gold against the Stock Market, Gold Miners, Juniors and Silver. 0:00 Intro1:15 Economic Summary & Outlook 6:30 Why Fed Flinched Last Week & Labor Market10:27 Yield Curve Control Coming?13:55 Policy Before Yield Curve Control16:00 Silver & $26 Resistance18:00 Gold vs. Stock Market21:05 Next Catalysts for Precious Metals Sector22:00...
Published 04/05/24
Francis Hunt,  @TheMarketSniper1 speaks about the massive debt bubble that is driving the new bull market in Gold and larger implications beyond markets. He discusses his medium term outlook for Gold, a price target and also a chunk of time on Silver and the Gold/Silver ratio. The interview is divided into chapters. 0:00 Intro 1:30 The Big Picture, a Massive Debt Bubble5:10 Gold Most Recent Price Action13:57 Gold End Game?18:25 $3000 Gold24:56 Best Insight from Francis25:50 Quickening Moves...
Published 03/29/24
Rick Rule covers quite a bit in this interview. According to Rick, investors need to better understand the companies they invest in, listen to CEO's with a track record and study what is unpopular. He says the current Gold & junior market reminds him of late 1975 and 2002. He says he is buying silver stocks right now and lists a handful of names. 0:00 Intro2:09 Investors Need to Better Understand Companies they Invest in6:10 Listen to CEO's with a Track Record09:15 Study What is...
Published 03/22/24
In November 2023 we interviewed Robert Sinn @GoldfingerCapital on YouTube who said Gold was about to enter to Nirvana. His call was dead on.We follow up and get his upside targets for Gold and timetables as well as his outlook for Silver. The interview is divided into chapters.1:10 Gold to Enter Nirvana at $2200-$24006:45 Distinctions b/w Gold & Gold Miners12:00 Silver Enters Nirvana When it Breaks $2614:50 Timeline for $2400 Gold & $2700 Gold17:30 Macro Narrative for Gold Breakout...
Published 03/14/24
David Morgan, CEO & Publisher of The Morgan Report shares the history of Silver including its performance in the 1960s and 1970s and how cheap Silver was in the late 1990s and how that compares to today. He also discusses the future path of Silver including the most important resistance level and what happens after Silver breaks $50.1:25 Best Buying Opportunity Ever ?7:40 Silver in 1960s10:30 Silver in 1970s & Hunt Brothers15:35 Impact of Internet/Social Media on This Bull Market20:55...
Published 03/12/24
Vince Lanci from GoldFix and Echo Bay Futures joins us to discuss the state of the current Gold market, why it's holding above $2000 and the similarities to the start of the 1970s. 0:00 Intro1:01 Open Interest4:30 Open Interest Follow Up7:00 How/Why Gold Holding $200010:15 Mechanics of BRICS Buying12:49 Measuring BRICS Buying17:45 Central Banks Selling Bonds, Buying Gold22:40 Comparison to 197125:30 Where This Ends32:58 Orderly vs. Explosive Gold Move40:50 Gold Bull Like 2000s or 1970s?46:40...
Published 02/26/24
Alex Black, the founder and Chairman of Rio2 discusses the company's 2024 objectives, the future financing to build the mine and its long-term expansion potential. 
Published 02/16/24
David Skarica talks about his investment philosophy, Gold's potential and maximum pessimism in the gold stocks and junior gold stocks.0:00 Intro1:00 Intro to Dave6:10 Looking at all Opportunities8:00 Time Left in Secular Bull in SPX12:15 Gold17:44 Recession/Downturn When?20:30 Timing Next Major Bear Market23:00 Maximum Pessimism in Gold Stocks25:00 Junior Resource Stocks29:40 Dave's contact info
Published 02/08/24
Michael Konnert, the founder & CEO of Vizsla Silver joins us to discuss Viszla Silver and the company's Panuco project and why it could be the best undeveloped silver project.0:00 Intro1:05 Quick Path to Large Resource3:30 Low Valuation 8:10 Exploration Upside10:53 Understanding of Entire District13:50 District Upside vs. Economics16:30 Big Project vs. Smaller Low Cost18:58 2024 Plan20:55 Mexico
Published 02/05/24
Vince Lanci of GoldFix on Substack and Echo Bay Futures joins us to recap recent developments in the Gold market. 1:10 End of November Smackdown6:50 End of December Strength not Sustained15:00 Bond Market17:15 Risk of No Rate Cuts22:00 Level of Bond Yields28:00 Vince Final Comments29:30 Vince Gold Fix Service
Published 01/29/24
Gary Tanashian discusses and analyzes the yield curve, potential recession signals, the outlook for the stock market in 2024 and Gold and gold stocks near and intermediate term trajectory. 0:00 Intro1:25 Yield Curve Signals4:30 Other Recession Indicators11:40 Stocks Peak At First Rate Cut14:40 Soft Landing Prospects20:35 Gold Stocks Outlook27:30 Stock Market Outlook32:00 NFTRH.com @NFTRHgt
Published 12/20/23
Vince Lanci discusses what happened when Gold was slammed after hitting $2100, the nuances around Fed Chair Powell's Pivot and the impact on Gold. We close with a technical outlook on Gold.0:00 Intro1:20 Gold Selloff at $21008:20 Fed Pivot Political?11:55 Fed Historically Does What They are Told21:40 Fed Pivot Impact on Gold29:30 Risk of Blowoff Top33:45 Gold Technical Outlook35:55 Gold Quarterly Close39:30 GoldFix
Published 12/19/23
Rick Rule shares his wisdom on investing in and speculating in gold and silver stocks. He says Silver is hated while Gold is tolerated. He notes development companies are trading at 50-year valuation lows. Also, he says oil & gas stocks have to go higher. Finally, he believes your time frame should be two to five years. 3:10 Hated vs. Tolerated vs. Loved4:45 Silver Stocks7:00 Patience9:00 Type of Company for Type of Investor12:00 Developers Cheapest in 50 Years14:30 Rick's Success w/...
Published 12/09/23
Gold closed the week at an all-time high on all time frames. We talk to Greg Weldon about the current drivers, near-term upside potential, Silver and how to handle a raging bull market.0:00 Intro1:10 Gold Drivers Right Now9:24 Ways Gold Could Decline14:30 Major Secular Change28:00 How to Handle a Bull Market34:20 Gold Guru Service
Published 12/02/23
Robert Sinn (aka Goldfinger & CEOTechnician) discusses Gold's weekly close above $2000, Gold's current drivers and how he uses Silver as an indicator.1:15 Gold Breaking $20002:45 Bottom on Bad News5:55 Gold Drivers Right Now11:15 Gold Technicals18:25 When New All-Time High20:15 Monthly & Quarterly Closes23:15 Gold Up on Bad News26:10 Silver as an Indicator30:25 Driver for Juniors33:00 Follow Goldfinger
Published 11/25/23
Vince Lanci covers the current conflicting forces driving Gold. Specifically, he covers forces of seasonality, the action in Bonds, the CPI, Dollar and their impact on Gold. We also touch on fund liquidation in the miners. 1:00 Buy Season6:45 Conflicting Forces in Gold11:35 Did War Usurp Buy Season?13:40 Gold & Bonds Relationship18:30 Which Bond Move Causes Gold to Breakout24:35 Forced Selling, Fund Redemptions30:00 How Funds Arbitrage36:55 Mining Takeovers39:00 Gold Miners Interest in...
Published 11/18/23