Palisades Gold Radio
602 episodes - English - Latest episode: 9 days ago - ★★★★★ - 32 ratingsPodcast by Palisades Gold Radio
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Episodes
Chris Irons: Gold is Going to GO!
August 04, 2022 05:19 - 1 hour - 57.8 MBTom welcomes back Chris Irons, host of the Quoth The Raven podcast, to the show. Chris as usual lets us know how he really feels about many important issues. A recent Federal Reserve report indicates that China was trying to infiltrate that organization. China wants to challenge the dollar and grow as a global economic superpower. China and Russia continue to dedollarize while stockpiling gold. The BRICS have announced their intention to create their own global reserve currency. Chris believ...
Chris Vermeulen: Market Sentiment Could be Lying to Investors
August 03, 2022 05:18 - 41 minutes - 24 MBTom welcomes Chris, founder of The Technical Traders, back to the show. Chris discusses how we're seeing some interesting price action, but we're likely at the complacency stage of a bear market. We're seeing interest return to the markets and some buying. Growth stocks are starting to come back to life. However, investors should be ready for another big leg down, as things could get uglier. Institutions are still being cautious. Markets seem like they need further correction. Cash can be on...
Robert Quartermain: The Geo Series – We May Have Hit Peak Gold
July 28, 2022 05:05 - 1 hour - 42.4 MBAs part of our series on Geology Tom welcomes Robert Quartermain to the show. Bob explains his early background in computer science, living in the maritime provinces. His experience at Baker Lake, Northern Canada with a survey crew lead him to take up geology in university. He discusses his early career, which gained experience working with various mines. He has helped make discoveries in many locales around the world, including some exciting initial discoveries. Furthermore, he discusses r...
Bob Moriarty: Welcome to the 4th Turning Crisis Stage
July 27, 2022 05:04 - 42 minutes - 22 MBTom welcomes Robert Moriarty back to the program. Bob discusses the capital destruction that has occurred within both the cryptocurrency and stock markets. He believes crypto is analogous to beanie babies because of the amount of different currencies. Interference in the markets is creating more problems than if the government and Fed had done nothing at all. Weak banks and businesses deserve to fail, but instead we keep moving the goal posts and continue the bad policies. The Fed has painte...
Twitter Spaces – World Silver Survey & Metals Focus with Philip Newman, Steve St. Angelo, Tavi Costa, and Jim Hunter
July 25, 2022 05:42 - 2 hours - 105 MBThis is an edited recording of our live Twitter Spaces event from July 19, 2022. Philip Newman from Metals Focus joins us to discuss the precious metals markets and the perspective their in-depth reports bring. Tavi Costa brings some interesting questions for Phillip and Steve St. Angelo joins us for a lengthy discussion on energy scarcity. Lastly, we take a number of listener questions. Thanks goes to Steve for arranging this informative discussion with Philip. Follow our Twitter to find o...
Parallel Mike: Resetting the Global Reserve Currency
July 22, 2022 05:05 - 51 minutes - 31 MBTom welcomes an interesting new guest, Parallel Mike. Mike is the host of the Parallel Systems Broadcast on YouTube where he shares finance, geopolitics and personal liberty content. We're coming to the end of a long-term currency cycle which dates back to the 1500s. These cycles last around a hundred years, and we're witnessing the problems in the current monetary system. When new cycles begin to end, we typically see periods of unrest internally and external. Often there are global wars, a...
Jim Welsh: We’re Heading for a Bear Market Unlike Any Seen Before
July 21, 2022 05:09 - 1 hour - 41 MBTom welcomes Jim Welsh to the show. Jim explains his approach to market analysis, which combines technical with macro forecasting. Jim discusses how monetary policy has changed over his career and the consequences of negative real rates and quantitative easing. There has been more and more accommodation by the Fed. Most investors today have never experienced a period of high inflation. Further, bonds and equities are now both selling off, which has surprised many. Since 1981 the use of fisc...
David Hay: Bubbles ALWAYS Implode
July 20, 2022 05:04 - 1 hour - 37.4 MBTom welcomes a new guest, David Hay, to the show. David is a long-time investor and author. He recently released his book "Bubble 3.0" which is a warning about the problems inherent in the financial system. The Fed being the main culprit for bubble creation, and such bubbles always get wrecked. The Fed has kept rates at great depression levels despite reasonable economic activity. He recalls not being negative enough during 2005 regarding the housing market, which blew up. David believes this...
Vincent Lanci: Gold is Perfectly Useless
July 15, 2022 05:21 - 56 minutes - 28.1 MBTom welcomes Vincent Lanci back to the show. Vincent discusses the position of J.P. Mogan and Citibank, who hold a large gold derivative position. They've changed their balance sheet accounting methodology due to Basel III rules. Banks are going to take advantage of different countries regulations to arbitrage. The banks are in the same condition they we're in previously. The gold dealer market has become smaller, and regulators seem happy to herd these derivatives into one large bucket. Smal...
Keith Weiner: Will Interest Rate Hikes Fix Inflation?
July 13, 2022 05:04 - 44 minutes - 24.8 MBTom welcomes back, Keith Weiner, to the show. Keith is the President & Founder of Gold Standard Institute USA and CEO of Monetary Metals. Keith discusses the recent "Uganda gold discovery" and all the anti-gold people believe it's going to collapse the price. Even if it's true, no one is going to mine anything below the cost of production. All the gold ever mined in history is still exists, and all of it gets recycled. Gold produced doesn't really go away. Keith explains how backwardation w...
Don Durrett: This is an Epic Moment in US History
July 12, 2022 05:24 - 1 hour - 35.4 MBTom welcomes back Don Durrett Author, Investor & Owner of GoldStockData.com to the show. Don is taken aback by the strength of the dollar. He focuses on predicting markets out about six months. Currently, he is most concerned about a rebound in the economy because that would affect gold. He wants to see $2500+ for gold, but that may require serious weakness in the economy. Everything depends on the effectiveness of the Fed's magic tricks. We're in a correction inside the longer term bull ma...
Axel Merk: The Fed will likely Pivot Too Soon
July 09, 2022 05:07 - 49 minutes - 30.4 MBTom welcomes back Axel Merk to the show. Axel is the President and CIO of Merk Investments. Axel discusses the correlations between real rates and gold. Gold is supposed to be an inflation hedge, but people get frustrated when it doesn't immediately respond to inflation predictions. Consumers are seeing the problems in their wallet at the gas pump. Real rates are useful for predicting the markets. The Fed tells us what they want, but they don't explain how they plan to achieve their goals. ...
Lawrence Lepard: The World in Monetary Chaos
July 08, 2022 05:05 - 56 minutes - 31.6 MBTom welcomes Lawrence Lepard back once again to discuss the markets, mining industry, and the fragile state of the economy. Lawrence discusses the supposed massive discovery of gold in Uganda and why it's hype and absurd. It would have to be about a hundred times the richest mines in production today. A high dollar encourages countries to find alternatives. We're living in a world of monetary chaos and enormous debt structures. ZIRP and NIRP have created enormous financial distortions which...
Gareth Soloway: Sky-High Unemployment Could Cause the Fed to Pivot
July 07, 2022 05:28 - 26 minutes - 15.7 MBTom welcomes back Gareth Soloway, President, CEO & Chief Market Strategist for InTheMoneyStocks. Gareth discusses how institutions are often invested in the latest hot thing. They are now in oil, and we're likely to see further downside in oil. Funds are continually looking for the next thing to rotate into, and now we're back to tech stocks. Later in the cycle, we will get to a panic point. Sometimes being in cash is the best place. The bottom will be in when we reach the acceptance step o...
Chase Taylor: The Pain for Equities Isn’t Over
July 06, 2022 05:03 - 1 hour - 37.6 MBTom welcomes back Chase Taylor to the show. Chase is a macro strategist and editor of Pinecone Macro Research. Chase discusses the energy trade and why it may be getting a bit crowded. It's probably time to take some profits. Taking the opposite view of Jim Cramer is often a good contrarian play. We're seeing demand destruction beginning for commodities as we enter into recession. We see that with copper at the moment. It's important to understand the differences between prices of crude an...
Twitter Spaces – Focusing on the Silver Market with David Morgan and Bob Coleman
July 02, 2022 05:02 - 1 hour - 58 MBThis is an edited recording of our live Twitter Spaces event from June 28, 2022. This is an open discussion on silver and the precious metals markets. Participants included David Morgan, Bob Coleman, and Jim Hunter. We take answerer a number of listener questions. Follow our Twitter to find out when the next live stream space will occur. Be a part of the conversation! Guest Links: David MorganWebsite: https://silver-investor.com/Twitter: https://twitter.com/silverguru22YouTube: https://www...
Jaime Carrasco: Central Banks Admit They have Lost Control of Inflation
July 01, 2022 05:36 - 1 hour - 31.9 MBTom welcomes Jaime Carrasco of Canaccord Genuity back to the show. Jaime expected inflation as the marginal usefulness of excessive debt has declined. There is plenty of evidence from our debt-based system that a currency reset is coming. Governments taking on the debts of banks was evidence that some sort of currency reset is in the cards. Global trade patterns are rapidly shifting, and gold is part of that equation. It's clear that taxpayers are placed on the hook for the actions and debt...
Lior Gantz: This Recession is Already in Motion
June 30, 2022 05:11 - 42 minutes - 24.7 MBTom welcomes Lior Gantz back to the show. Lior is the founder and editor of Wealth Research Group. Lior discusses the long-term cycles of globalization and deglobalization. Deglobalization is typically very destabilizing, and we may see political problems for several decades. Trust between governments is diminished, and we're beginning to see this play out, particularly in Russia, where western companies are fleeing. Markets are calling the government's bluff over their energy policies. Oil...
Rick Rule: How to Find the Best Junior Mining Investments
June 29, 2022 05:04 - 1 hour - 42.1 MBTom welcomes back the legendary investor Rick Rule to discuss his nosy questions for the junior mining business. It's important to know the value proposition of a company before one focuses on share price. Successful investors form opinions as to value. The idea being to get it more correct than other investors. A share represents fractional ownership in a business. What is the business worth and what are the risks. If a series of things go right, what will be the value. Researching juniors r...
Twitter Spaces – Nuclear Energy Industry Discussion – Featuring Mark Nelson – June 22, 2022
June 24, 2022 05:03 - 2 hours - 90.9 MBTom welcomes a exciting guest who introduced himself in the last Twitter Spaces, Mark Nelson. Mark has a very interesting perspective on the nuclear energy industry and is an advocate for the it's benefits. He explains why the cost of uranium has a minimal impact on the cost of operating a reactor. We take a deep dive into why nuclear energy has not been fully embraced in the west in recent years. The political, social, and economic reasons why building nuclear plants has become increasingly ...
Martin Armstrong: The Collapse of the Republic
June 23, 2022 05:19 - 1 hour - 35.3 MBTom welcomes back to the show, Martin Armstrong. Martin discusses his economic confidence model and his study of historic economic patterns. Studying all the historic booms and busts, he developed a model around investor expectations. Every inflation wave is different, and this one won't be fixed by raising rates. This one is based on shortages and not a speculative boom. They don't want to admit that the lockdowns started the collapse in the supply chain. There is no economic understanding w...
Ted Oakley: We are Nowhere Near a Bottom
June 22, 2022 05:32 - 40 minutes - 22.8 MBTom welcomes back Ted Oakley, Managing Director and Founder of Oxbow Advisors. Ted believes the Fed will push the economy into a recession to mitigate inflationary pressures. He explains how rising rates effect many markets and economy. These rate hikes are slowing the housing market. In addition, consumers are beginning to cut back on expenses and many will start losing jobs as the economy contracts. He discusses how some investors take loans out against their stock portfolio. This area of...
Bob Thompson: The Case for the Next Leg in the Bull Market
June 20, 2022 05:04 - 1 hour - 41.7 MBTom welcomes a new guest, Bob Thompson, to the program. Bob is Senior Portfolio Manager at Thompson Investment Partners of Raymond James Ltd. Bob discusses the importance of having a good macro view on the mining sector. Resources are very cyclical, and the times when people are most positive is the time of maximum risk. He sees a tremendous similarity between now and markets of the late 90s. The S&P either needs to go down a lot or gold needs to rise significantly. It seems likely they wil...
Palisades Twitter Spaces – Part Two – Steve St. Angelo, Doomberg & Francis Hunt – June 10 2022
June 18, 2022 05:39 - 2 hours - 86.9 MBThis is Part One of our live Twitter Spaces Event from Friday June 10, 2022. This event has an all-star cast of characters including Francis Hunt - The Market Sniper, Doomberg, and Steve St. Angelo along with our regular guests Bob Coleman and Jim Hunter. This week we focus once again on the economy and the energy crisis. Things get a bit heated at times as we take some very interesting listener questions and commentary. Follow our Twitter to find out when the next live stream space will occ...
Charles Nenner: It’s Too Late to be Defensive
June 17, 2022 05:06 - 33 minutes - 16.1 MBTom welcomes a new guest, Charles Nenner. He provides independent market research to hedge funds, banks, brokerage firms, family offices, and individual clients. He has been out of most markets for the last year, everything except crude oil and natural gas. They are looking for entry points in gold and silver after the summer. They have a downside target on the S&P of 3709, and, 11180 on the Nasdaq. There may be a bounce at that level, but it's still a long-term bear market. The correlation...
Michael Singleton: What the Bond Market is Telling Us About The Fed?
June 16, 2022 05:03 - 36 minutes - 20.2 MBTom welcomes Michael Singleton to the program. Michael is Senior Analyst at Invictus Research. Michael explains Invictus's approach to investing, which includes a focus on the business cycle. You can leverage the growth and inflation cycles to determine where markets and the economy are at. Growth has been awful during the Covid period, and a lot of reporting is comparing to the disaster that was 2021. We haven't seen slowing inflation even as rates have been going up. Inflation should slow...
Palisades Twitter Spaces – Part One – Steve St. Angelo, Doomberg & Francis Hunt – June 10 2022
June 15, 2022 05:05 - 2 hours - 88.1 MBThis is Part One of our live Twitter Spaces Event from Friday June 10, 2022. This event has an all-star cast of characters including Francis Hunt - The Market Sniper, Doomberg, and Steve St. Angelo along with our regular guests Bob Coleman and Jim Hunter. This week we focus once again on the economy and the energy crisis. Things get a bit heated at times as we take listener questions and commentary. Note: Doomberg is using some sort of audio transmogrifier to distort his voice. Follow our T...
Lyn Alden: The Fed isn’t Debasing the Currency Fast Enough
June 14, 2022 05:02 - 58 minutes - 36.6 MBTom welcomes Lyn Alden, Financial Newsletter Editor & Publisher, back to the show. Lyn discusses global central bank policies and their effects on inflation. We now have a much different environment than what we had five years ago. The famous Powell pivot of 2018 may have been caused by the credit markets freezing up and not equities. They tried to raise rates until the risk of a recession ballooned. It's most likely that countries will continue to inflate their debts away because the only ...
David Murrin: The Fed Needs to Own Up to What it has Blown Up
June 10, 2022 05:09 - 54 minutes - 29.2 MBTom welcomes back global forecaster and author David Murrin. David believes there is a risk of significant conflict in the Asian region including Korea and Taiwan. China is gaining knowledge of war and the usefulness of drone technology. The West is essentially at war with Russia, but the level of collective delusion from Western leaders is concerning. The United States has been in decline since the beginning of this century. We're seeing more liberal policies, and we're seeing things unrave...
Chris Irons: Gold, Miners, and Guns – Why Governments Will Want All Three
June 09, 2022 09:58 - 52 minutes - 25.8 MBTom welcomes back Chris Irons, host of the Quoth The Raven podcast, to the show. A note of caution, Chris takes the gloves off in this episode so some swearing ensues. Chris is concerned that China is challenging the United States as a global superpower and they probably have more gold reserves than they publicly acknowledge. China's business approach tends to be sharper and more ruthless than the West. They have a long time horizon for planning and economic policy. It's not hard to imagine ...
Doug Casey: The Energy Crisis is Just Beginning
June 08, 2022 05:02 - 48 minutes - 24.2 MBTom welcomes back a man who should need no introduction, Doug Casey. Doug is a libertarian philosopher, speculator, and author. Doug believes the economy is on the ragged edge of collapse and things are starting to get serious. Currently, he is spending much of his time between the U.S. and Latin America. The people drawn to government positions are typically those that like to control and manipulate others. Crisis are used as opportunities for those in power and the next set of problems wi...
Adam Hamilton: How Rising Rates Affect Gold
June 07, 2022 05:02 - 34 minutes - 19.6 MBTom welcomes a new guest Adam Hamilton. Adam is the founder of Zeal LLC. a newsletter service. Adam notes that whenever something hawkish occurs with the Fed gold tends to get hammered down. There are several ways that gold futures can be manipulated, and one way is with excessive leverage. Speculators in gold futures generally have short time horizons because of their excessive use of leverage. When markets sell off people rush to cash as a safe haven. This occurs with major events and whe...
Andrew Gilbert: Don’t Fight the Fed
June 03, 2022 05:03 - 24 minutes - 11.9 MBTom welcomes Andrew Gilbert back to the show to discuss the markets. Andrew is the Founder & Lead Technical Analyst of Sniper Trading. Andrew discusses the effects of the Fed on the markets and how tightening is creating capitulation events in equities. The Fed affects the volatility while remaining the godfather of the markets. Markets are likely to stay volatile, and only lower is where we are heading until the Fed starts adding liquidity. We're in a short-covering rally where institution...
David Brady: The Dollar is Scheduled for Demolition
June 02, 2022 05:04 - 56 minutes - 30.1 MBTom welcomes back David Brady, CEO, and Co-Founder of Global Pro Traders. David discusses the changes that have occurred in the markets since his last appearance on the show nearly two years ago. He believes another massive rally is coming for gold and that the Fed will reverse course. Countries never chose to default they always inflate their debts away. Markets today are centrally managed. What we have is not free-market capitalism. The Fed appears to be engineering a recession to curb inf...
Palisades Twitter Spaces – Part Two – Featuring Steve St. Angelo – Rebroadcast – May 19, 2022
May 31, 2022 04:16 - 2 hours - 72.1 MBThis is Part Two of our live Twitter Spaces event from Friday May 19, 2022. This is an open discussion and this weeks participants include Steve St. Angelo, Bob Coleman, David Morgan, and Jim Hunter. Steve St. Angelo continues his deep dive into the serious energy problems the world is facing. He explains why there are no easy solutions. Follow our Twitter to find out when the next live stream space will occur. Be a part of the conversation! Bob ColemanTwitter: https://twitter.com/profitsp...
Rick Rule: Don’t Hold Yourself Hostage in Any Counterfeit Currency
May 30, 2022 05:08 - 1 hour - 45 MBTom welcomes back the legendary investor Rick Rule to discuss the mining business and current geopolitics. Rick takes the gloves off and critiques how governments are inherently corrupt and why they prefer fiat systems. He explains the difference between backing a currency and pegging it to a commodity. Rick's approach to measuring wealth is by counting ounces, not dollars. Investors should try to avoid being held hostage to any one currency. The United States has chosen to weaponize both i...
Dr. Stephen Leeb: Resource Scarcity not Climate Change is the Real Crisis
May 27, 2022 06:32 - 1 hour - 34.1 MBTom Welcomes back Dr. Stephen Leeb. He is a financial author, wealth manager, and newsletter publisher. Stephen discusses the difficulties the world is facing and the need a shift gears to a better world. It's quite hard to sort the misinformation from the truth at this time. He says, "Since we've gone off the gold standard this country has gone downhill. We used to have to earn our productivity but afterward, we could print as much money as we wanted. The gold standard held our feet to the ...
Dale Pinkert: Debt is Crushing the System
May 26, 2022 06:27 - 52 minutes - 27.4 MBTom welcomes a new guest Dale Pinkert to the show. Dale is an experienced commodity and FX trader. He is also head of trader development at Trade Gate Hub. Dale discusses the importance of gathering 'intelligence' in trading and questioning your own beliefs. It's important to manage emotions and practice risk management. Stops are important for those occasions where you're wrong, and the best traders use them diligently. If you don't know why you're getting into the market you shouldn't be d...
Danielle DiMartino Booth: When Will Powell Pivot?
May 25, 2022 05:08 - 31 minutes - 16.6 MBTom welcomes back Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence, a research, and analytics firm. Danielle discusses the U.S. government's approach to dealing with inflation which includes raising taxes. Should this administration push forward with these plans then consumers will be hit hardest. These measures aren't likely to pass until next year assuming the Democratic party doesn't all but collapse this fall. She discusses how far astray the current administrat...
Palisades Twitter Spaces – Part One – Featuring Steve St. Angelo – Rebroadcast – May 19, 2022
May 24, 2022 03:58 - 2 hours - 84.2 MBThis is a recording and an edited version of our live Twitter Spaces event from Friday May 19, 2022. This is an open discussion and this weeks participants include Steve St. Angelo, Bob Coleman, and Jim Hunter. David Morgan joins us in part two due out later in the week. Steve St. Angelo takes us on a deep dive into the serious energy problems the world is facing. He explains why there are no easy solutions. Follow our Twitter to find out when the next live stream space will occur. Be a par...
Peter Grandich: The Most Bullish Precious Metals Setup in my 38-Year Career
May 22, 2022 07:33 - 40 minutes - 21.2 MBTom welcomes returning guest Peter Grandich to the show. Peter is hearing directly from his clients that it's difficult to get goods and prices are rising quickly. The Fed's ability to deal with inflation seems limited. The lockdown created secondary effects on supply chains, and now things are becoming compounded with China and Russia. The Fed's tools are largely useless at correcting this situation. Peter is out of the markets since last fall as he felt markets were in the largest bubble e...
Francis Hunt: The Dollar System is in its Death Throes
May 21, 2022 06:06 - 1 hour - 43.4 MBTom welcomes Francis Hunt, Founder of "The Market Sniper" back to the show. Francis explains how markets have entirely shifted from the goldilocks globalization period under Greenspan. During that time America and much of the west outsourced their manufacturing to China. This was a deflationary force but now we are entering a time of deglobalization. This is creating the opposite effect as inflation and costs of goods increase along with interest rates. The United States is defending its cu...
Chris Puplava: We Could See the Fed Pivot by Fall
May 20, 2022 05:32 - 37 minutes - 22.2 MBTom welcomes Chris Puplava CEO of Finacial Sense Wealth Management to the show. Chris discusses how Fed rate hikes don't always result in recessions. Chris argues there is no spare capacity in the economy to compensate for any slowdown and therefore the Fed is limited in it's ability to bring inflation under control. The November elections are always a factor and it seems like the Fed won't tighten aggressively into the fall. Mortgage rate hikes are beginning to impact the housing markets. T...
London Paul: The Veil of Paper Gold Markets Could be Breaking
May 19, 2022 05:05 - 1 hour - 56.6 MBTom welcomes Paul of The Sirius Report to discuss the short-sighted policies that are driving up the costs of most commodities. The Europeans are discovering they have few alternatives to Russian oil and gas. Nordstream 2 would have doubled the amount of energy available to Germany, but they instead decided to create their problems. The green revolution brought its own problems; including reducing the best green energy, nuclear. Wind and solar come with their own problems including most panel...
Richard Duncan: How to Finance the Next American Century
May 13, 2022 18:31 - 57 minutes - 34.9 MBTom welcomes back Richard Duncan to the show. Richard is a macroeconomist and the author of four books on the global economic crisis including his most recent "The Money Revolution". He started writing his new book at the beginning of 2018 and it was nearly complete but then the pandemic started. Global events necessitated a pause in writing the book to see how things would play out. In total Richard took four years to write it. The book discusses the history of money and credit and the les...
David Hunter: Bond Market is Going to Force the Fed to Pivot
May 12, 2022 06:02 - 45 minutes - 23.3 MBTom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors. Talking Points From This Episode The markets are bottoming, fear is high, and from here the bond markets will be setting the tone.Expectations for the Fed and the likelihood of them over-correcting.The coming melt-up rally, its causes, and the effects of supercycles.David's energy forecasts were affected by the Ukraine conflict as were other commodities but he expects the effect to be short-live...
Andy: You Can’t Print More Commodities
May 11, 2022 05:20 - 54 minutes - 31 MBAndy discusses how everything in markets comes down to supply and demand. Logistics, contracts, and shipping are all essential factors in trade. Markets are complex and risk mitigation is important especially with the fluctuating prices of commodities. Sometimes margins are tight, and companies can easily lose money particularly if they're not hedged accordingly. Andy explains the mechanisms for hedging ,which gives both parties security around price. It's a matter of balancing a hedge versu...
Ronald Parratt: Stepping Outside the Mold to Find Monster Gold Deposits
May 09, 2022 20:18 - 59 minutes - 30.2 MBAs part of our continuing series on Geology, Tom welcomes geologist Ronald Parratt to the show. Ronald has been fascinated by rocks and after taking chemistry classes discovered that his real interest lay in the field of geology. He completed a masters degree in geology after taking three years off working in the field. He remembers when Nixon took the U.S. off the gold standard and he witnessed the rise in the price of gold. He became involved in new types of gold discoveries and methods for...
David Forest: Uranium Could Get Really Expensive Fast
May 06, 2022 05:24 - 37 minutes - 19.9 MBTom welcomes commodities expert and researcher David Forest to the show. David is a writer for Casey Research and CEO of Ivor Exploration. David discusses the super spike phenomena in commodities which happen at the end of other general bull markets. The phase that follows usually impacts energy prices and brings further economic issues. Energy commodities including coal are now doing quite well. The third phase is where the precious metals outperform. Europe is blaming natural gas prices b...
Alfonso Peccatiello: The Fed Wants to Create Demand Destruction
May 05, 2022 06:49 - 45 minutes - 24 MBTom welcomes back Alfonso Peccatiello author of the Macro Compass Substack to the show. Alf explains his global credit impulse model which measures capital flows during the credit creation cycles of central banks. We are currently in the third part of this cycle where you need to be defensive. He's currently short some equities and expects a drop in housing prices. Investors should increase their dollar reserves and consider holding gold. When things improve then credit becomes more availab...