Gold Newsletter

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.
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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: https://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.

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In our weekly interview with CEOs of the Discovery Group, Chris Taylor, head of Great Bear Resources, tells us how gold exploration drives the company's impressive growth.

Show notes: https://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: https://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: https://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 a 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: https://goldnewsletter.com/podcast/the-long-shadow-of-chinas-global-ambitions/

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.

Our weekly Discovery Group interview features Brandon Macdonald, CEO of Fireweed Zinc, who makes the case for investing in world-class zinc deposits.

Show notes: http://bit.ly/2ztv8QM

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: https://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 with the Baker Institute for Public Policy 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: https://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: https://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: https://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: https://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: https://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 OneGold and 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: https://goldnewsletter.com/podcast/what-digitization-means-for-gold-ownership/

Gordon Gekko said "greed is good." Mike Larson, a senior analyst with Weiss Ratings, says "boring is good." If you want long-term returns, "boring will make you money."

Larson contends there is a vast overvaluation of tech stocks, along with many others, on account of both hype and easy credit—likely worse than in the late 1990s. In this episode, he notes near universal IPO failures and mounting corporate debts as compelling reasons for conservative investing.

Show notes: http://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:

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.

Show notes: https://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: https://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: https://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: https://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/

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Created 11 months, 2 weeks ago.

51 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/.