Gold Newsletter

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 on the horizon. He is a CFA charterholder with degrees in business and finance from Dublin City University.

Show notes: https://goldnewsletter.com/podcast/china-prepares-dollar-collapse-hoards-gold/

It's too early to tell, says Gloria Álvarez, a Guatemalan political scientist and classical-liberal author who now lives in Mexico City. However, Manuel López Obrador 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: https://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.

Show notes: https://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.

Show notes: https://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.

Show notes: https://goldnewsletter.com/podcast/dark-financial-clouds-2019/

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.

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.

Show notes: https://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. 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 Epsilon Theory.

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.

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.
Show notes: https://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.

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."

Show notes: https://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 serial entrepreneur Alejandro Cremades.

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, director of research with Truth in Accounting, attempts to answer this puzzle.

Show notes: https://goldnewsletter.com/podcast/what-sinkhole-states-dont-want-you-to-know/

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.

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: https://goldnewsletter.com/podcast/the-problem-with-gold-futures-etfs/

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: https://goldnewsletter.com/podcast/nevada-copper-mine-worth-40-year-wait/

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. Despite his bitcoin skepticism, he touts its underlying technology, the blockchain, as revolutionary.

Show notes: https://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.

Show notes: https://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.

Show notes: https://goldnewsletter.com/podcast/housing-cannabis-boom/

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.

Show notes: https://goldnewsletter.com/podcast/so-you-want-to-be-a-resource-investor/

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Created 4 months, 2 weeks ago.

21 videos

CategoryBusiness & Finance

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 goldnewsletter.com/podcast/.