Gold Newsletter

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.

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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: https://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.

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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: https://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: https://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: https://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.

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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: https://goldnewsletter.com/podcast/dont-miss-out-on-imminent-gold-run/ #Gold #PreciousMetals #Invest

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.

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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: https://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.

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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.

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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/

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.

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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: https://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.

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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.

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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 (TSX-V: KDK) continues to advance its fully-funded copper-gold-porphyry project in British Columbia.

Show notes: https://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.

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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.

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: https://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.

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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: https://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.

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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.

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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: https://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.

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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: https://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.

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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: https://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.

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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: https://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.

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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: https://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.

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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.

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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 (TSX-V: VO).

Shownotes: 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.

Bitcoin is more of an investment asset and not for everyone, argues Demelza Hays, editor of the Crypto Research Report. Listen to this podcast episode to find out why she believes stablecoins challenge its outreach.

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In our weekly interview with the Discovery Group, we review Great Bear Resources’ (TSX.V: GBR) impressive 2019 achievements and 2020 plans with its president and CEO, Chris Taylor.

Show notes: https://goldnewsletter.com/podcast/bitcoin-stablecoins-pass-the-baton/

Interview with Marco Navarro-Genie: Tension in Canada is rising, with activists in Alberta and Saskatchewan even calling for independence. Navarro-Genie, president of the Haultain Research Institute, explains federal policies such as equalization payments are choking the Prairie Provinces.

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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: https://goldnewsletter.com/podcast/why-alberta-losing-faith-canada/ #Canada #Alberta #Wexit

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.

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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 (TSX.V: DVI), who shares exciting assay results from the firm’s copper-porphyry project in British Columbia.

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Created 1 year, 9 months ago.

88 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/.