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Gold Stocks Regaining Their Glitter with David Erfle #6074

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Manage episode 421326754 series 2829089
Content provided by Kerry Lutz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kerry Lutz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Kerry Lutz and David Erfle discussed the recent surge in gold and silver prices, exploring the potential for junior miners to follow this trend. They also analyzed the technical confirmation of a breakout in silver, signaling a bullish outlook for the sector. The conversation delved into the outperformance of the silver junior ETF, the relative strength of silver compared to gold, and the decreasing gold-silver ratio, all pointing towards a full-blown bull market in the precious metals. They also discussed the impact of Asian and Indian demand, geopolitical instability, rising debt, inflation, and potential stock market corrections on the precious metals market, providing valuable insights for investors. The discussion also focused on the gold mining sector, with David Erfle analyzing Newmont's outstanding Q1 results and the potential for a strong Q2. He emphasized the significance of these results in attracting attention from fund managers and investors, especially as gold prices continue to rise. Additionally, they discussed the impact of oil prices on mining costs and the potential for a significant earnings spike in the sector. The conversation also delved into the Junior Miner Junkie subscription service, with David providing a comprehensive overview of the service's offerings, emphasizing the transparency of his trades, macro analysis, and coverage of recommended stocks and top news stories in the precious metals sector. Find David here: JuniorMinerJunky.com Find Kerry here: FSN and here: inflation.cafe
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1001 episodes

Artwork
iconShare
 
Manage episode 421326754 series 2829089
Content provided by Kerry Lutz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kerry Lutz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Kerry Lutz and David Erfle discussed the recent surge in gold and silver prices, exploring the potential for junior miners to follow this trend. They also analyzed the technical confirmation of a breakout in silver, signaling a bullish outlook for the sector. The conversation delved into the outperformance of the silver junior ETF, the relative strength of silver compared to gold, and the decreasing gold-silver ratio, all pointing towards a full-blown bull market in the precious metals. They also discussed the impact of Asian and Indian demand, geopolitical instability, rising debt, inflation, and potential stock market corrections on the precious metals market, providing valuable insights for investors. The discussion also focused on the gold mining sector, with David Erfle analyzing Newmont's outstanding Q1 results and the potential for a strong Q2. He emphasized the significance of these results in attracting attention from fund managers and investors, especially as gold prices continue to rise. Additionally, they discussed the impact of oil prices on mining costs and the potential for a significant earnings spike in the sector. The conversation also delved into the Junior Miner Junkie subscription service, with David providing a comprehensive overview of the service's offerings, emphasizing the transparency of his trades, macro analysis, and coverage of recommended stocks and top news stories in the precious metals sector. Find David here: JuniorMinerJunky.com Find Kerry here: FSN and here: inflation.cafe
  continue reading

1001 episodes

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