Keith Weiner: 2025 is the Perfect Storm for Gold

Palisades Gold Radio

#Collin Kettell #Business News #Politics #News #Bull Market #Finance #Business #Business Disciplines #Trading

52:22

Season 3 of the smash hit FX/Hulu show “The Bear” roared to life just days ago, but Will Poulter (the actor who plays fan-favorite Luca) and 2014 F&W Best New Chef Dave Beran had been prepping for weeks. Poulter — like his co-star Jeremy Allen White — staged with Beran at his Santa Monica restaurant Pasjoli to learn how to accurately portray a professional chef onscreen. The lessons went so well, Beran says he’d hire Poulter as a cook — even despite a messy mishap with a pastry bag. The two dished all about getting kitchen culture right on and offscreen, what it takes to be at the top of your craft, and the pure magic of a great restaurant service. Learn more about your ad choices. Visit podcastchoices.com/adchoices…

about a year ago 56:56

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Tom Bodrovics welcomes back Keith Weiner for a discussion on the growing interest in gold as a hedge against economic instability and the risks associated with fiat currencies. Weiner highlighted that while some investors are drawn to gold due to its rising price momentum, others view it as a long-term insurance against the flaws inherent in government-backed money. He explained that governments often borrow without a clear plan to repay, leading to an unsustainable debt situation. This has led individuals and countries to seek alternatives like gold, which is seen as a stable store of value unaffected by monetary policy or political whims. Weiner also touched on the concept of "zombie credit," where corporations struggle to service their debts, particularly in the face of rising interest rates. The conversation delved into the geopolitical implications of de-dollarization and how countries are increasingly recognizing the limitations of relying solely on the US dollar for trade and reserves. Despite efforts by governments to create alternative currencies or payment systems, Weiner argued that these initiatives often fail due to a lack of trust and cohesion among nations. Additionally, Weiner discussed the impact of tariffs on global trade and their effect on debt servicing, noting how such policies can exacerbate financial instability. He also explored the differences between gold and silver markets, emphasizing that gold is more attractive to institutional investors as it offers a hedge against broader economic risks without the same level of volatility or storage challenges. Throughout the interview, Weiner emphasized the fundamental drivers behind gold's rise, including the decline in confidence in fiat currencies, the increasing debt levels globally, and the search for safe-haven assets. He concluded by noting that while gold faces short-term corrections, its long-term bullish trajectory remains intact due to ongoing structural economic issues and the relentless demand from both individual and institutional investors seeking stability amidst uncertainty. In summary, the interview underscored the role of gold as a critical hedge against an increasingly unstable financial landscape, driven by flawed monetary policies, geopolitical tensions, and the search for safe-haven assets. Talking Points From This Episode0:00 - Introduction0:38 - 2025 Gold Outlook7:25 - The Dollar Vs. Gold13:20 - Fiscal Responsibility19:46 - Dollar System & Debt25:58 - Usefulness of Tariffs?30:25 - Fed & Inflation Fight35:49 - Rates & Defaults39:18 - Perfect Storm for Gold?40:54 - Gold Vs. Silver Demand45:00 - Metal Demand & London51:20 - Gold Spreads & Traders53:42 - Gold Bull Outlook56:14 - Wrap Up Guest Links:Twitter: https://x.com/RealKeithWeinerWebsite: https://monetary-metals.comWebsite: https://goldstandardinstitute.netFacebook: https://www.facebook.com/keith.weiner.5 Keith Weiner is the founder and CEO of Monetary Metals, an investment firm that is unlocking the productivity of gold. Most people regard gold as a dry asset, to lock away in a vault, incurring storage fees. Many are waiting for it to rise in price. Keith and Monetary Metals are on a mission to change this. Gold should once again serve to finance productive enterprises and extinguish debts. The dollar performs one of these functions, but not the other. Bitcoin cannot finance anything, as no business can borrow a currency that’s expected to go up a hundred times. Gold is the one thing that fills both roles, par excellence. Keith writes and speaks extensively, based on his unique views of gold, the dollar, credit, the bond market, and interest rates. When he is not working on the business, he is developing his theory of monetary science, and an arbitrage theory of economics. Keith also serves as founder and President of the Gold Standard Institute USA. His work was instrumental in the passing of gold legal tender laws in the state of Arizona in ...

964 episodes

Keith Weiner: 2025 is the Perfect Storm for Gold

Palisades Gold Radio

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published about a year ago

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964 episodes

#Collin Kettell #Business News #Politics #News #Bull Market #Finance #Business #Business Disciplines #Trading

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Adam Hamilton: Gold Miners Set For Their Best Quarter Ever 44:58

5 hours ago44:58

44:58

Adam Hamilton, a seasoned expert in gold stocks with over two decades of experience, emphasizes the importance of strategically selecting investments within the gold mining sector. He advocates for focusing on mid-tier miners, which he believes offer superior growth potential compared to major miners. These mid-tier companies, operating at 300,000 to 1,000,000 ounces annually, are more agile and capable of expanding their operations effectively. Hamilton highlights their lower costs and better ability to generate cash flows, making them a more attractive investment option. In contrast, major miners often struggle with high costs and face challenges such as overpaying for mergers and acquisitions (M&A), leading to diluted earnings. Their large market capitalizations make it difficult for them to grow production sustainably, unlike mid-tier miners which can achieve significant growth through new projects. Hamilton also discusses the cyclical nature of exploration spending within the industry. Recent years have seen reduced exploration activity due to unfavorable market conditions, potentially leading to a future supply deficit. He underscores the importance of diversification in investment strategies, advising against overcommitting to any single asset. Instead, he recommends spreading investments across various sectors to mitigate risk. During periods like the summer doldrums, Hamilton suggests that investors use this time for thorough research and homework to identify undervalued opportunities. He encourages a patient approach, noting that buying windows may be brief once favorable conditions arise. Timestamps: 00:00:00 – Introduction 00:00:52 – Historical Gold Moves 00:04:52 – Corrections & Sentiment 00:06:46 – Apathy & Historic Sentiment 00:12:42 – Gold & Trade War Fears? 00:14:43 – Summer Doldrums 00:17:42 – Silver Price Levels 00:20:37 – Short Squeeze? 00:21:45 – Fed, Gold, and Data 00:25:26 – News & Your Attention 00:28:00 – Miners & Leverage 00:30:36 – Momentum in Metals 00:32:32 – Crypto Market Impacts 00:37:26 – Majors & Mid-Tiers 00:41:32 – Majors & Exploration 00:43:20 – Conclusion & Wrap Up Guest Links: Website: https://zealllc.com/ Articles: https://zealllc.com/essays.htm Adam Hamilton founded Zeal LLC in early 2000. He started investing in stocks when he was 12 years old, using money from summer jobs. He grew up fascinated by stock markets, dreaming of making a living in this unique realm where compensation is not limited by time on task like most other professions. After growing up in a small-town banking family in rural North Dakota, Adam left for school at the University of Colorado at Boulder. While watching the markets and trading, he studied finance, accounting, and entrepreneurship. Adam went on to be a Big Six CPA and consultant after graduation, never stopping learning. By early 2000, Adam finally had enough experience and capital to found Zeal at 25 years old. Rather than hide his research and trading work in a hedge fund, Adam wanted to help others thrive in the markets. So he started sharing his now-world-famous market research work through very-affordable newsletters. Customers raved, and many millions of dollars of newsletter sales later Adam was blessed to become a self-made millionaire. He is very thankful to be living his dream, and plans to research, trade, and share wisdom through newsletters for the rest of his life. Adam is a Christian saved by Jesus Christ. He and his wife are greatly blessed with 2 children, and they live in Colorado.…

Palisades Gold Radio

1
Alex Krainer: The US Banking System is the Key to Challenging the Hegemony 1:09:26

2 days ago1:09:26

1:09:26

Tom welcomes Alex Krainer to the show to discuss the importance of investing in commodities like gold and silver as a hedge against inflation and geopolitical instability. Krainer highlights the manipulation of markets, particularly natural gas, which has been kept artificially low to control food prices. Krainer discusses the problems created by the modern debt based systems and why these structures need to change for humanity to progress. He feel the world is heading towards an uncharter period of multi-polarity in currencies. Krainer emphasizes the need for individuals to build local support networks, as governments may fail to provide adequate assistance during crises. He advises investors to get to know their neighbors and develop practical solutions to survive challenges like shortages or economic disruptions. Krainer also touches on his work in trend following and provides resources such as his Substack newsletters and books, which are available for free on his website. His insights underscore the importance of preparedness and resilience in uncertain times. Timestamps: 00:00:00 – Introduction 00:00:52 – U.S. Imperial Interests 00:07:02 – Repeatable Cycles? 00:11:43 – A Multi-Polar World? 00:15:48 – Trump’s Policies 00:20:25 – Ukraine War Progression 00:24:25 – Wars, Debt System, & Profits 00:30:38 – Framework & Systems 00:37:40 – Reforming Banking 00:48:55 – Central Bank Gold Buying 00:51:56 – Silver’s Behavior? 00:54:50 – Trend Analysis & Risks 00:59:44 – Energy, NatGas, Crude Oil 01:02:36 – Concluding Thoughts Guest Links: Website: https://isystem-tf.com/ Books: https://isystem-tf.com/about/ Substack: https://alexkrainer.substack.com X: https://x.com/NakedHedgie Alex Krainer is an author and hedge fund manager based in Monaco. He was born and raised in a socialist regime of former Yugoslavia, under one-party communist rule. Alex was born in Rijeka, Croatia , and spent a year in California as part of a student exchange program when he was 17 years old. He later transferred to Switzerland, where he completed a degree in Business and Economics.After his studies, Alex lived in Venezuela for a year and experienced his first banking crisis when 9 of Venezuela’s 16 largest banks failed. He returned to Croatia and joined the military, serving through 1995 during the last phases of Croatia’s war of independence.Alex has worked as a market analyst, researcher, trader, hedge fund manager, and CEO since 1996, mostly out of Monaco. He is the founder of Krainer Analytics and creator of I-System Trend Following. As an author, Alex has written books such as “The Grand Deception: The Browder Hoax,” which was censored and banned. His work often focuses on geopolitical issues, including the conflict between Russia and the west.…

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Rick Rule: The Coming Decade Looks Like the 1970’s, Take Action to Survive It 1:02:28

3 days ago1:02:28

1:02:28

Tom welcomes back the legendary Rick Rule to the show. Rick discusses the current state of the gold and his thoughts on the uranium sector. Rick also discusses the U.S. energy sector and notes that the the Canadian oil and gas industry, particularly in the Western Canadian Sedimentary Basin, is potentially even more favorable due to political conditions. He contrasts this with the over-drilled Permian basin in the U.S., suggesting Canada’s untapped resources could lead to significant growth if policies become more supportive. Rick’s investment philosophy centers on long-term perspective, resilience, and continuous learning. Rule advises investors to educate themselves, act prudently, and build a strong reputation. He concludes with a quote from Robert Friedland, underscoring the importance of preparation for economic challenges, urging listeners to embrace this journey as an opportunity for growth. Lastly, Rick highlights his new project Battle Bank, a unique service providing lending products secured by physical gold and silver, catering to those seeking capital access while maintaining prudent savings. Timestamps: 00:00:00 – Introduction 00:00:50 – Noise, News, & Attention 00:09:05 – Taking Personal Action 00:13:50 – Corporate Culture & Teams 00:15:12 – Building a Portfolio 00:19:07 – 70s The Lost Decade 00:25:00 – Are Tariffs Useful? 00:30:00 – Gold Bull Mkt. Status 00:35:33 – Bullion Dealers & Sentiment 00:41:16 – 70s Inflation & Impact 00:45:50 – M&A Possibilities? 00:47:04 – Uranium Exposure 00:50:24 – Energy & Finding Value 00:52:35 – Canadian Energy & Realities 00:55:14 – Rick’s Current Projects 00:58:34 – Battle Bank & Saving in Gold 01:00:26 – Concluding Thoughts Guest Links: Twitter: https://twitter.com/realrickrule Twitter: https://twitter.com/realinvestmentmedia Website: https://ruleinvestmentmedia.com YouTube: https://www.youtube.com/@RuleInvestmentMedia Classroom: https://ruleclassroom.com 2024 Symposium: https://rulesymposium.com Rick Rule has dedicated his entire adult life to many aspects of natural resources securities investing. Besides the knowledge and experience gained in a long and focused career, he has a global network of contacts in the natural resources and finance sectors. Mr. Rule is a frequent speaker at industry conferences and is regularly interviewed for radio, television, print, and online media outlets concerning natural resources investment and industry topics. Prominent natural resources-oriented newsletters and advisories frequently quote him. Mr. Rule and his team have expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. Mr. Rule is particularly active in private placement markets, having originated in hundreds of debt and equity transactions with private, pre-public, and public companies.…

Palisades Gold Radio

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Gerald Celente: The Dollar is Cooked 34:29

7 days ago34:29

34:29

Gerald is founder of the Trends Research Institute and publisher of The Trends Journal . He holds nothing back as usual with an insightful assessment of the general quality of global leadership. Celente, who has spent 45 years forecasting trends, describes world leaders as “clowns” and “scum,” citing examples like Boris Johnson in the UK, Emmanuel Macron in France, and Gerhard Schröder in Germany. He argues that these leaders are failing to address systemic issues, with the middle class in decline and wealth inequality on the rise. Celente highlights the impact of globalization and free trade agreements like NAFTA, which he believes have hollowed out American manufacturing and enriched corporations at the expense of workers. He also critiques the consolidation of media power under past administrations, noting that six companies now control 92% of U.S. media. In terms of economic trends, Celente discusses the rise of gold as a safe-haven asset, with prices expected to hit $4,000 an ounce due to geopolitical tensions and inflation. He expresses skepticism about tariffs, arguing they won’t revive American manufacturing and will instead harm small businesses. Celente also warns of the dangers of AI-driven economic bubbles and the potential collapse of equity markets. Geopolitically, Celente focuses on the escalation of conflicts in the Middle East and Ukraine, which he believes will drive oil prices to $120 per barrel and further destabilize global markets. He warns of the growing risk of nuclear annihilation, particularly between Israel and Iran, calling it a “doomsday scenario.” Celente concludes by advocating for personal resilience, urging listeners to prioritize physical, emotional, and spiritual well-being. He also calls for a renaissance in values, emphasizing the importance of truth, integrity, and ethical leadership in rebuilding society. Time Stamp References: 0:00 – Introduction 0:54 – Geo-Political Freakshow 5:02 – Top 2025 ‘Trends Journal’ 7:47 – Tariffs & Manufacturing 11:00 – Media Monopolies 14:30 – Escalation Vs. Peace 17:57 – Global Economic Slowdown 22:00 – A.I. & China’s Tech Sector 23:44 – Trump & Interest Rates 24:44 – Iran & Israel Nuclear Risk 27:38 – Mentally Arrogant Rich 28:20 – We Need a Renaissance 31:09 – Focus on Your Health 33:45 – Wrap Up Guest Links: Website: https://trendsjournal.com X: https://x.com/@geraldcelente Substack: https://trendsinthenews.substack.com Gerald Celente is the Founder/Director of the Trends Research Institute and Publisher of the weekly Trends Journal magazine. He is the author of the highly acclaimed and best-selling books “Trend Tracking” and “Trends 2000” (Warner Books). With a 43-year track record of identifying, tracking, and forecasting trends, Celente is world-renowned as today’s #1 Trend Forecaster. Celente has earned the reputation as a trusted name in trends for his many accurate forecasts; among them, the 1987 Stock Market crash, Dot com bust, “Gold Bull Run,” “Panic of ‘08,” the rise of organic foods, and the popularity of gourmet coffee long before Starbucks was a household name. Celente, who developed the Globalnomic methodology to identify, track, forecast, and manage trends, is a political atheist. Unencumbered by political dogma, rigid ideology, or conventional wisdom, Celente, whose motto is “Think for Yourself,” observes and analyzes current events forming future trends for what they are – not for how he wants them to be. A true American Patriot, Celente owns three pre-Revolutionary stone buildings on the most historic corner in America, where the seeds of Democracy were sown, Colonial Kingston, New York’s first Capitol. Self-described as a “Warrior for the Prince of Peace,” Gerald Celente is also the Founder “ Occupy Peace & Freedom ,” a not-for-profit movement to honor the Constitution and Bill of Rights and restore Freedoms.…

Palisades Gold Radio

1
Bob Coleman: Gold, Silver, Platinum, Basel III & Financial Instability 54:36

8 days ago54:36

54:36

Tom Bodrovics welcomes back Bob Coleman of Idaho Armored Vaults to discuss silver market dynamics, geopolitical tensions, and precious metals trends. They start by analyzing the recent 5.5% rise in silver prices, attributing it to Trump’s tariff announcements and the impact on COMEX short positions. Coleman explains that the silver market is experiencing a squeeze due to excessive short positions, with traders struggling to unwind contracts as physical demand grows. The conversation highlights how managed money, including hedge funds and commodity trading advisors, has been forced out of long positions during market sell-offs, leaving shorts dominant in certain markets. This dynamic creates upward pressure on prices despite weak retail buying activity. Coleman notes that high-net-worth individuals are increasingly turning to precious metals as a hedge against economic uncertainty, though physical demand remains subdued compared to past cycles. They also explore platinum’s 15-17% year-to-date gains and its potential for further growth due to supply constraints and rising industrial demand. The discussion touches on the delayed implementation of Basel III regulations, which have reduced bank activity in unallocated precious metals, and the growing role of stablecoins like Tether in the Treasury market. Coleman emphasizes the importance of physical ownership over derivatives or structured products, citing risks such as nationalization of storage facilities and geopolitical instability. He advises readers to review storage agreements and terms of service to avoid hidden counterparty risks. The interview concludes with a focus on long-term trends in precious metals, driven by inflation fears and central bank policies. Bob urges investors to stay informed and cautious about market manipulation. Time Stamp References: 0:00 – Introduction 0:32 – Silver & Recent Moves 4:58 – 2025 Open Interest 7:51 – Banks & Big Buyers 11:00 – Platinum Outlook? 14:10 – Shorts & Supply 18:10 – Inflation & Deflection 22:07 – Platinum Tariff Exempt? 23:58 – Basel III Details 28:13 – Stablecoins & Tether 34:48 – ECB Gold Mkt Warning 37:19 – Cad Mint Storage Terms 40:45 – Retail Bullion Demand? 46:02 – Manipulation Concerns? 49:53 – Biggest Market Movers 52:38 – Long-Term Big Picture 53:40 – Wrap Up Guest Links: X: https://x.com/profitsplusid Website: https://www.goldsilvervault.com/ Bob Coleman is a Registered Investment Advisor since 1992. In 2001, he founded Profits Plus Capital Management, LLC (RIA) and Dollars and Sense Growth Fund. Recognizing the necessity for physical metal storage, he founded Idaho Armored Vaults and Gold Silver Vault in 2008. They are a distinguished and respected leader in the precious metals industry specializing in storage, transportation, shipping logistics, and security.…

Palisades Gold Radio

1
Greg Weldon: We have Crossed the Debt Macro Event Horizon 39:37

9 days ago39:37

39:37

Tom welcomes back Greg Weldon, a seasoned financial market veteran and publisher of The Global Macro Strategy Report . They discuss the critical themes shaping the global economy in 2025. Highlighting Scott Bessent’s remarks, Weldon explains that the U.S. government will never default on its debt, and instead will perpetually devalue the currency to service its obligations. He warns that the country has however crossed a “macro event horizon,” where it is trapped in a gravitational pull of debt that grows unsustainably relative to GDP. Weldon points to $54 trillion in combined public and household debt—186% of GDP—as evidence of this precarious situation. With foreign buyers losing appetite for U.S. assets, the Fed may become the last resort buyer of Treasuries, perpetuating the cycle of money printing. He notes that foreign ownership of U.S. bonds remains low, leaving domestic institutions to absorb much of the burden. The conversation delves into inflation and its drivers. Weldon argues that while energy prices remain subdued due to base effects, food inflation and service sector pressures pose significant risks. He also questions whether higher inflation expectations can be anchored, given the Fed’s challenges in balancing monetary policy with economic growth. Weldon predicts that the Fed will increasingly prioritize preventing debt deflation over controlling inflation, leading to further dollar depreciation. Weldon expresses skepticism about a gold-backed dollar or bond solution, noting that U.S. gold reserves are insufficient to cover deficits meaningfully. Instead, he highlights gold and silver as potential beneficiaries of currency debasement, with silver poised for a breakout after years of underperformance. He also touches on global trends, such as Europe’s rise as a safer haven and the BRICS nations’ growing interest in dollar system alternatives. Ultimately, Weldon paints a picture of a world teetering on debt-driven instability, where central banks are forced to choose between reflating economies or facing collapse. Time Stamp References: 0:00 – Introduction 0:45 – Bessent & Default Risk 4:55 – Moody’s Downgrade 7:12 – U.S. Debt Refinancing 9:40 – Foreign Debt Buyers? 12:20 – Japan’s Bond Issues 15:03 – Solutions & Gold Std? 16:55 – Equities & Silver 20:30 – The Fed Catch 22 24:25 – Fwd Inflation Drivers? 27:54 – Debt Saturation & Ceilings 34:50 – Polarization & Extremes 38:50 – Wrap Up Guest Links: Website: https://www.weldononline.com/ X: https://x.com/WeldonLIVE Money Podcast: https://x.com/money_podcast YouTube: https://www.youtube.com/@GregoryWeldon E-Mail: sales@weldononline.com Greg Weldon is a veteran in the global financial markets industry with over 40 years of experience. He started his career as a floor trader on the COMEX and later worked as a broker for Lehman Brothers and Prudential Securities. He then became a proprietary money manager for hedge funds Moore Capital Management and Commodities Corporation. In 1998, he founded Weldon Financial and has been producing independent research ever since. His clients include top hedge funds, banks, government agencies, and individual investors. WeldonLIVE, his flagship service, provides a comprehensive market research report, including live commentary. The service covers global economic reports, supply-demand fundamentals, monetary trends, and their impact on stock, bond, currency, and commodity markets. Weldon combines a top-down macro approach with technical analysis to offer a broad view of market trends. He provides market recommendations in sectors such as stock indexes, metals, currencies, fixed-income, energy, and commodities.…

Palisades Gold Radio

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Danielle DiMartino Booth: The Fed is Derelict in it’s Duty to the American People 49:05

15 days ago49:05

49:05

Tom Bodrovics once again engages in an interesting conversation with Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, former Fed Insider, and author of the book “Fed Up.” The conversation focuses on the ongoing recession that likely began in Q1 2024. Danielle highlights key data points, such as job losses starting in Q2 2024, which confirm the recession’s onset. Despite this clarity, official channels are reluctant to acknowledge the recession due to political considerations. Danielle emphasizes the severe impact of student loan forbearance and credit constraints on US households, noting that rising defaults will further strain consumer spending. This situation is compounded by a lack of clear policies to replace past stimulus measures, leaving the economy vulnerable. Danielle shifts into the commercial real estate sector, with banks facing growing pressure to recognize losses. She critiques the Federal Reserve for ignoring critical data, such as shelter inflation and job losses, in favor of focusing on tariffs’ impact on goods prices. This stance, she argues, is politically motivated and disregards the Fed’s own historical lessons. Investors are advised to prioritize safety over riskier assets, given the high returns on cash and the uncertain economic outlook. Danielle concludes by urging empathy and support for communities navigating these challenging times, emphasizing the importance of looking out for one another during economic hardship. Time Stamp References: 0:00 – Introduction 1:10 – Recession Recognition? 6:05 – Recession & Neg. GDP 9:06 – Politics & Power Games 11:28 – Democrats & Leadership 14:16 – Global Recession Outlook 16:10 – Student Loan Problems 20:10 – Com. Real Estate Bubble 23:48 – Banks & Neg. Home Values 26:38 – Q.E. Tariffs & Inflation 30:30 – Wages, Housing, & Retail 36:30 – Powell & Coming Shocks 40:59 – Fed Ignoring The Data 42:05 – Safe Investor Plays? 47:10 – Concluding Thoughts 48:10 – Wrap Up Guest Links: X: https://x.com/DiMartinoBooth Substack: https://dimartinobooth.substack.com/ Website: https://quillintelligence.com/ YouTube: h ttps://www.youtube.com/c/DanielleDiMartinoBoothQI Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm. DiMartino Booth set out to launch a Research Revolution, redefining how market intelligence is conceived and delivered, with the goal of not only guiding portfolio managers but promoting financial literacy. To build QI, she brought together a core team of investing veterans in analyzing the trends and providing critical analysis of what drives the markets. Since its inception, commentary and data from DiMartino Booth’s The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader on monetary policy, economics, and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Before Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas, serving as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette, where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.…

Palisades Gold Radio

1
Ronald Stöferle: Gold has Entered the Public Participation Phase 49:08

16 days ago49:08

49:08

Ronnie Stöferle, researcher and fund manager at Incrementum and author of the In Gold We Trust report, emphasizes that gold remains a critical asset as its role evolves alongside shifting global dynamics. Over nearly two decades, Stöferle has observed significant changes in how gold is perceived and demanded, particularly driven by emerging markets like Saudi Arabia, India, China, and Turkey. These regions now account for the majority of physical gold demand, both from central banks and private investors, underscoring a growing recognition of gold’s value as a safe haven and store of wealth. Stöferle highlights that while gold is often seen as low volatility, it is currently in the “public participation phase” of its bull market cycle. This phase is characterized by increased media attention, higher price forecasts, and broader acceptance into investment portfolios. Despite gold’s recent rise to around $3,300 per ounce, Stoferle maintains a bullish outlook, projecting a long-term target of $4,800 by the end of the decade. He attributes this confidence to underappreciated demand from emerging markets and growing skepticism toward traditional financial systems. The discussion also delves into the distinction between “safe haven gold” (physical gold stored securely) and “performance gold” (silver mining stocks and commodities). Stöferle suggests that while physical gold serves as a defensive hedge, performance gold offers higher potential returns. However, he cautions investors to actively time their exposure to these assets due to their volatility. Additionally, Stöferle addresses the role of Bitcoin alongside gold, viewing it as a complementary asset within a broader portfolio diversification strategy. He notes that while Bitcoin faces skepticism from traditional financial institutions, its adoption is steadily gaining traction, particularly among younger investors. Timestamp References: 0:00 – Introduction 0:50 – Gold and Global Change 2:55 – Golds Performance 7:20 – Demand West Vs. East 12:48 – C.B. Gold Demand 15:57 – Int. Rates & Bond Mkts. 18:55 – Trump & Weaker Dollar 23:45 – New Gold Theory 27:54 – ETF Flows & Public Demand 30:48 – Silver’s Potential? 34:34 – Miner’s & Fundamentals 37:53 – Metals & Bitcoin’s Role? 44:27 – Tether & Treasuries 45:57 – Wrap Up & Final Thoughts Guest Links: In Gold we Trust 2025 – Full version: https://ingoldwetrust.report/download/46285/?lang=en In Gold we Trust 2025 – Compact version: https://ingoldwetrust.report/download/46286/?lang=en Video with all highlights of the report: https://www.youtube.com/watch?v=vM4_NDZL9mA&t=2s Slidedeck Key Takeaways of IGWT25: https://ingoldwetrust.report/wp-content/uploads/2025/05/Presentation-Press-Conference-In-Gold-We-Trust-report-2025-english.pdf Link to Incrementum’s Monthly Gold Compass: https://ingoldwetrust.report/monthly-gold-compass/?lang=en Subscription Link: https://ingoldwetrust.report/subscribe/?lang=en Twitter: https://x.com/@IGWTreport https://x.com/@RonStoeferle Webpage IGWT-report: https://ingoldwetrust.report/?lang=en Webpage Incrementum: https://www.incrementum.li/en/ Ronnald Stöferle is fund manager and managing partner of Incrementum AG. He studied Business Administration and Finance in the USA and at the Vienna University of Economics and Business Administration, and also gained work experience at the trading desk of a bank during his studies. Upon graduation he joined the Research department of Erste Group, where he published his first “In Gold We Trust” report in 2007. Over the years, the Gold Report has proceeded to become one of the benchmark publications on gold, money, and inflation. Since 2013 he has held the position as reader at scholarium in Vienna, and he also speaks at Wiener Börse Akademie. In 2014, he co-authored the book “Austrian School for Investors” and in 2019 “Die Nullzinsfalle” (The Zero Interest Rate Trap). He is also a member of the board of Tudor Gold, a Canadian exploration company with projects in the legendary Golden Triangle, British Columbia, and an advisor to VON GREYERZ, a global leader in asset preservation in the form of physical gold stored outside the banking system. Ronnie is married and proud father of three daughters. He likes to spend his spare time with his family, watching and playing football, running, and at classical concerts.…

Palisades Gold Radio

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Tony Greer: Gold is Trading like a Prophecy, What are the Risks? 46:20

21 days ago46:20

46:20

Tom Bodrovics welcomes back Tony Greer, trader, editor of The Morning Navigator , and co-founder of the MacroDirt podcast, to discuss the current state of global markets. The conversation begins with an overview of the chaotic economic landscape, including regime change dynamics, inflationary pressures, and market volatility across sectors like bonds, gold, oil, and Bitcoin. Tony highlights the breakdown of traditional market correlations, making it difficult to predict trends. He emphasizes gold as a key store of value, noting central bank buying but expressing caution about its current highs and potential vulnerabilities if buyers step back. Gold miners, meanwhile, are performing well, though Tony questions whether larger investors will shift allocations into them. The discussion turns to bond markets, particularly the Japanese situation, where yields have spiked, raising concerns about central bank intervention. Tony suggests that yields may continue to rise before any potential stabilization. He also touches on inflation, noting that while official numbers appear tame, everyday costs remain high, and the impact of tariffs could linger. Oil prices are surprisingly stable despite geopolitical tensions, with plenty of supply keeping prices in check. Tony speculates that energy stocks could rebound if oil prices stabilize but remains cautious about their profitability at current levels. The interview also covers the broader economic picture, including the risks of a U.S. recession and the impact of Trump’s trade policies. Tony expresses skepticism about chasing recession narratives, instead focusing on market trends and central bank behavior. He concludes by reiterating the importance of watching stores of value like gold and Bitcoin, given the ongoing themes of currency debasement and geopolitical uncertainty. Timestamp References: 0:00 – Introduction 0:43 – Interesting Times 1:42 – Politics & Correlations 3:44 – C.B. & High Gold Prices 12:05 – Timeframes & Signals 16:46 – Capital Rotation Miners 19:44 – Global Debt Markets 22:57 – Volatility & Confusion 25:16 – C.B. Coordination & YCC 27:00 – Inflation Threats? 28:41 – Oil Price Drivers 33:18 – Recession Risks? 35:25 – Tariff Ramifications 37:14 – Copper? 38:10 – Trump’s Administration 40:40 – 2025 What to Watch 43:58 – U.S. Debt Overhang? 45:21 – Wrap Up Guest Links: Substack: https://tgmacro.substack.com/ Twitter: https://x.com/tgmacro Website: https://tgmacro.com/ E-Mail: tony@tgmacro.com Macro Dirt Podcast: https://www.google.com/search?q=macro+dirt+podcast After graduating from Cornell University in 1990 Tony followed in his father’s footsteps to a Wall Street trading operation. He quickly learned his career path would be vastly different. He says, “I would not be sitting in the same seat on the same trading desk managing the same risk for the same firm for over 30 years.” We have clearly entered a new era in financial markets. He began in the treasury department of Sumitomo Bank on the 107th floor of the World Trade Center downtown Manhattan. Tony was an FX trading assistant while the Quantum Fund was breaking the Bank of England in 1992. In 1993 he joined Union Bank of Switzerland as an FX and commodities trader, spending half a year as a Vice President in their Zurich treasury department. Then returned to New York City early in 1995 to join J. Aron & Company, the privately held commodity trading arm of Goldman Sachs. He managed risk for the Goldman Sachs Commodities Index, in precious and base metals trading, and futures and options trading on the New York Mercantile Exchange. He started his first venture in 2000 – Machine Trading which happened right before the tech bubble burst. That decision was his first excruciating life lesson in market timing. It turned out to be an extremely valuable learning experience. He believes there is a massive opportunity with both the unprecedented situation in global markets and in the way financial news is consumed. In 2016, he started TG Macro, LLC.…

Palisades Gold Radio

1
Chris Whalen: Inflated – Money, Debt, and the American Dream 57:39

22 days ago57:39

57:39

Tom Bodrovics introduces Chris Whalen, author of Inflated: Money, Debt, and the American Dream , which has been re-released in a second edition with significant updates. The conversation focuses on the current state of markets, the impact of President Trump’s tariff policies, and the challenges posed by the federal debt and inflation. Chris explains that he removed 20,000 words from his original book to make space for a new chapter analyzing the Federal Reserve’s management of the money supply under Ben Bernanke, Janet Yellen, and Jerome Powell. He highlights how the U.S. housing market has become heavily government-supported, leading to increased volatility and rising costs for consumers. Discussing inflation, Chris notes that it is driven by the inability of governments to generate sufficient income to meet their people’s needs, as seen in countries like Argentina. He argues that borrowing from future income through debt creates distortions, particularly in housing markets, where prices have surged due to low interest rates and government intervention. He also critiques the dysfunctionality of Congress, which he believes is unable to pass budgets or manage spending effectively. Chris emphasizes the importance of gold as a hedge against inflation and expresses skepticism about stablecoins and cryptocurrencies, calling them speculative vehicles rather than reliable alternatives to fiat currency. He suggests that the U.S. dollar’s dominance in global markets contributes to inflationary pressures, as other countries benefit from using dollars without bearing the associated costs. The discussion concludes with Chris offering an optimistic outlook, noting that while challenges remain, opportunities exist for investors to navigate inflation through real estate and gold. He encourages listeners to manage investments with a long-term perspective, considering the erosive effects of even low levels of inflation over time. Time Stamp References: 0:00 – Introduction 1:02 – His Revised Book 3:08 – Tariffs & Debt Distortions 7:12 – Reserve Currency & Inflation 11:03 – Debt Markets & Fed/Banks 17:32 – National Debt & Spending 21:18 – DOGE Cuts & Old Systems 30:17 – Trump’s Strategy? 34:04 – Gold During Nixon Era 39:08 – Book & US Administrations 44:13 – MMT Era & Cryptocurrency? 50:21 – Silver Supply & 1800s 52:06 – Stablecoin Backing 55:02 – Concluding Thoughts 56:33 – Wrap Up Guest Links: Website: https://www.rcwhalen.com/ X: https://x.com/rcwhalen Books (Amazon): https://tinyurl.com/mv3wctcr LinkedIn: https://www.linkedin.com/in/rcwhalen/ Richard Christopher Whalen is an investment banker and author based in New York. He serves as Chairman of Whalen Global Advisors LLC, focusing on banking, mortgage finance, and fintech sectors. Christopher is a contributing editor at National Mortgage News and a general securities principal and member of FINRA. From 2014 to 2017, he was the Senior Managing Director and Head of Research at Kroll Bond Rating Agency, leading the Financial Institutions and Corporate Ratings Groups. Previously, he was a principal at Institutional Risk Analytics from 2003 to 2013. Over three decades, Chris has worked as an author, financial professional, and journalist in Washington, New York, and London. After graduating, he served under Rep. Jack Kemp (R-NY) at the House Republican Conference Committee. In 1993, he was the first journalist to report on secret FOMC minutes concealed by Alan Greenspan. His career included roles at the Federal Reserve Bank of New York, Bear Stearns & Co., Prudential Securities, Tangent Capital, and Carrington Mortgage Holdings. Christopher holds a B.A. in History from Villanova University. He is the author of three books: “Ford Men: From Inspiration to Enterprise” (2017), published by Laissez Faire Books; “Inflated: How Money and Debt Built the American Dream” (2010) by John Wiley & Sons; and co-author of “Financial Stability: Fraud, Confidence & the Wealth of Nations,” also with Wiley. He served on FINRA’s Economic Advisory Committee from 2011 to 2023 and was an advisor on Season 5 of SHOWTIME’s “Billions.” Additionally, he was a fellow at Indiana State University (2008-2014), a member of Villanova School of Business’ Finance Department Advisory Council (2013-2016), and a board member of the Global Interdependence Center (2017-2019). Christopher edits The Institutional Risk Analyst and contributes to other publications and forums. He has testified before Congress, the SEC, and FDIC. A regular media commentator on CNBC, Bloomberg, and Fox News, Chris is active on social media under “rcwhalen.” He is also a member of The Mortgage Bankers Association and The Lotos Club of New York.…

Palisades Gold Radio

1
David Skarica: Mega Returns – Profiting from Maximum Pessimism 1:03:28

23 days ago1:03:28

1:03:28

David Skarica discusses his book "Mega Returns: Profit from Maximum Pessimism," highlighting key themes such as the end of asset price inflation driven by excessive debt and government spending. The conversation begins with an exploration of how COVID-19 and the 2008 financial crisis fueled a period of unprecedented debt, leading to inflated asset prices across sectors. Skarica emphasized the dangers of governments overspending during COVID, particularly in the U.S., where interest payments now surpass defense budgets. A concerning sign of fiscal strain. He warned that rising debt levels globally, especially in Japan and emerging markets like Canada and Australia, could trigger a debt crisis, potentially leading to hyperinflation. Investment strategies were a focal point, with Skarica advocating for precious metals such as gold, silver, platinum, and palladium as hedges against inflation. He also suggests specific ETFs for corporate bonds and options trading as actionable strategies. Additionally, he highlighs opportunities in emerging markets, particularly India's growth potential and Argentina as a turnaround play. Green energy and technology are discussed with cautious optimism. While skeptical of some trends, Skarica identifies opportunities in green energy companies and rare earth metals. He remains cautious about cryptocurrencies like Bitcoin, noting their volatility but acknowledging their role as a hedge against dollar devaluation. Finally, Skarica underscores the importance of monitoring bond markets for signs of economic stress, particularly rising yields, which could indicate broader financial instability. His insights provide a comprehensive view of current market dynamics and actionable strategies for investors navigating a complex financial landscape. Timestamp References:0:00 - Introduction0:40 - Profit From Pessimism4:28 - Timing the Debt Mkts.8:52 - Canada & Australia11:40 - Global Bail Outs?14:44 - Revaluing Gold Res.19:23 - Corporate Debt Concerns25:01 - Trade Ideas & Theories27:28 - Opportunity Still in PMs32:52 - Platinum Metals?35:54 - Commodity Prices40:37 - Energy & Agriculture43:52 - Oil Company Risks47:32 - Emerging Markets?49:55 - Argentina?52:01 - New Technology55:05 - Bitcoin & Ethereum57:24 - G. Energy & Rare Earths1:01:08 - New Book Details1:02:16 - Wrap Up Guest Links:Twitter: https://x.com/DavidSkaricaYouTube: https://youtube.com/@profitpessWebsite: https://profitfrompessimism.com David Skarica had an interest in financial markets at an early age. At the age of 16, he read the small booklet “The Plague of the Black Debt”, by James Dale Davidson, which was given to him by his uncle. David was always a sports stat nut, loving football, hockey and baseball stats, which lead to David becoming intrigued with economics and markets. David is such an avid Football and Las Vegas Raiders fan — his principal in grammar school was Bernie Custis, who was the late Raiders owner Al Davis' roommate at Syracuse University, and the first ever African American quarterback in college and pro football history — that he also runs his own football vlog, Raiders Greats, which discusses great Raiders player of the past. He also is a soccer fan who supports Leeds Utd., as his father was born in Leeds, England. In 1996, at the age of 18, David became the youngest person on record (that he knows of anyhow) to obtain the Canadian Securities Course (CSC) license to trade investment securities. In the late 1990s, David felt that the market was becoming another epic bubble similar to the bubble of the 1920s, so he decided at the tender age of 20 to write his first book, Stock Market Panic!, which was published in 1998. Over the next decade, gold soared from $250 an ounce to nearly $1900, while the S&P 500 lost value. In the same year that this book was published, he decided to start his newsletter, Addicted to Profits. The newsletter’s name was a spin on Robert Palmer’s famed song Addicted ...…

Palisades Gold Radio

1
Lyn Alden: Trump Team’s Attempts at Cutting the Deficits Will Fail 1:01:30

28 days ago1:01:30

1:01:30

Tom welcomes back Lyn Alden, Founder of Lyn Alden Investment Strategy, to the show to discuss the intricacies of trade deficits, the role of the US dollar as a global reserve currency, and the broader economic implications for the United States. Lyn explains that a trade deficit occurs when a country imports more than it exports, and while some countries experience this cyclically, others, like India, have managed structural deficits by investing in long-term growth rather than overconsumption. The US, however, faces a unique challenge: its trade deficit is deeply tied to its status as the world's reserve currency, which creates an excess demand for dollars and makes it difficult to manufacture competitively. Lyn highlights that the dollar's strength perpetuates this cycle, making imports expensive and exports cheaper, while also forcing the US to rely on foreign investment to fund its deficits. This dynamic has contributed to deindustrialization and a shift in economic power globally. She contrasts this with historical examples like the UK during the Bretton Woods era, where a similar situation led to stagnation before the rise of new powers like the US. The discussion shifts to fiscal dominance, where large government deficits constrain monetary policy, making central banks more reliant on fiscal authorities. Lyn notes that the Fed is increasingly limited in its ability to control inflation due to these fiscal pressures. She also addresses Trump's tariff policies, arguing they harm domestic industries and shift costs onto American consumers while failing to address the root causes of trade imbalances. Inflationary pressures from tariffs are uneven, with specific sectors facing price increases while others experience disinflation. Lyn emphasizes that sustained inflation requires broader money supply growth, which has not been a significant factor in recent years. She concludes by exploring alternatives like gold and Bitcoin as potential reserve assets, suggesting that diversification into neutral reserves could help mitigate risks but remains largely theoretical at this stage. Time Stamp References:0:00 - Introduction0:40 - Trade Deficits & Tariffs5:02 - Sustainable Economics?10:33 - Dollar & Liquidity14:02 - Fiat Currency 'Growth'15:49 - Fed & Fiat Deflation?21:40 - Tariff Model & Truth25:05 - Gold, Bitcoin, & Dollar28:30 - Trade, Tariffs, & Conflict33:04 - Bond Market Impacts36:36 - Taxes & Gradual Tariffs39:05 - DOGE & Reducing Deficits42:00 - Fiscal Dominance46:23 - Devaluing/Lower Dollar?49:43 - U.S. Gov't Buying Gold?52:20 - Bitcoin Reserve?56:09 - Tariffs & Inflation Effects59:40 - Watch for Fiscal Issues1:00:50 - Wrap Up Guest Links:Twitter: https://x.com/LynAldenContactWebsite: https://www.lynalden.com/ Lyn Alden is editor and publisher of LynAlden.com, where she has both a subscription and a free financial newsletter. She says, "Her background lies at the intersection of engineering and finance." Her site provides investment research and strategy, covering stocks, precious metals, international equities, and alternative investments, with a specialization in asset allocation. Whether you're new to investing or experienced, there's a lot there for you. Lyn has a bachelor's degree in electrical engineering and a master's degree in engineering management, focusing on engineering economics and financial modeling. She oversees the finances and day-to-day operations of an engineering facility. She has been performing investment research for over fifteen years in various public and private capacities. Her work has been editorially featured or cited on Business Insider, Marketwatch, Time's Money Magazine, The Daily Telegraph, The Philadelphia Inquirer, The Street, CNBC, US News and World Report, Kiplinger, and The Huffington Post. She has also appeared on Real Vision, The Investor's Podcast Network, The Rebel Capitalist Show, The Market Huddle, and many other podcasts.…

Palisades Gold Radio

1
Brett Heath: Silver’s Big Moment – Is a Market Reversal Coming? 40:52

29 days ago40:52

40:52

Tom Bodrovics welcomes back Brett Heath, CEO of Metalla Royalty and Streaming, to discuss the current state of the gold industry. Brett highlights a strong bid under gold, driven by macroeconomic factors such as shifting perceptions around US assets and central bank diversification into gold. He notes that emerging market economies are reducing their exposure to US treasuries and increasing gold reserves, creating sustained demand. Brett emphasizes the undervalued nature of gold equities compared to historical standards, suggesting they are attractively priced for investors seeking stability and cash flow. He points to increased M&A activity as companies scramble to acquire high-quality assets amid a scarcity of scalable projects. Brett also discusses the speculative nature of silver, which is currently underperforming relative to gold, but sees potential for a rebound if sentiment shifts. Overall, Brett paints a bullish picture for gold, with significant long-term appreciation expected despite short-term volatility. He urges investors to monitor trends in asset valuation and central bank activity, signaling that now may be an opportune time to invest in high-quality gold assets. Time Stamp References:0:00 - Introduction0:40 - Global Macro Picture5:20 - C. Banks East Vs West6:27 - Who Buys Next?8:26 - Timeline & Mkt. Direction10:25 - GDX & GDX.J Outflows12:38 - Gold, Fed & Catalysts16:05 - Inflation Drivers19:08 - U.S. Debt & Servicing21:42 - Industry Sentiment25:28 - Hurdles for Gold?28:53 - Chaotic M&A Coming?30:50 - Perception & Valuations36:03 - Silver Ratio Thoughts39:13 - Violent Reversal Silver40:15 - Wrap Up Guest Links:Website: https://www.metallaroyalty.com/LinkedIn: https://www.linkedin.com/company/metalla-royalty-and-streaming-ltd.Twitter: https://x.com/metallaroyalty Brett Heath is Chief Executive Officer and Director of Metalla Royalty & Streaming. Mr. Heath has a comprehensive career in the royalty sector and public markets with over two decades of experience. Over his career, he has founded and built over $1 billion in value using the royalty model in the public and private markets. He is currently the Chief Executive Officer of Metalla Royalty (NYSE: MTA) and Director of Key Carbon Ltd. (Private). He has completed over 50 royalty transactions in gold, silver, copper, nickel, and carbon markets with a diverse group of counterparties from major corporates, private equity, and private interests.…

Palisades Gold Radio

1
Michael Gentile: The Perfect Storm in Mining – Record Gold Prices and Undervalued Stocks 1:00:53

4 weeks ago1:00:53

1:00:53

Michael Gentile, strategic investor in the junior mining sector and co-founder of Bastion Asset Management, discusses the current state of the gold mining industry and its potential for mean reversion. He highlights that gold mining stocks are trading at depressed levels despite record-high gold prices, creating a compelling entry point for investors. Gentile notes that while gold prices have tripled since 2018, gold mining stocks have lagged behind, offering significant value. Gentile emphasizes the importance of investing in commodities during periods of low sentiment and depressed prices, as this setup often precedes substantial returns. He points to historical cycles where negative sentiment and undervaluation led to major rebounds in gold mining stocks. Gentile also underscores the strong fundamentals of the industry, including record margins and free cash flow generation, which he attributes to higher gold prices and stable costs. He contrasts the current market with past periods, such as 2015-2020, where similar conditions led to significant rallies in gold mining stocks. Gentile believes that the sector is poised for a rotation, driven by improving fundamentals and macroeconomic factors like central bank buying of gold and geopolitical uncertainties. He also notes that while tech stocks have outperformed gold mining stocks historically, the latter now offers a unique opportunity due to its undervaluation. Gentile advises investors to diversify their exposure to the sector through ETFs or baskets of producing companies before moving into higher-risk junior miners. He stresses patience and a long-term perspective, as building mines takes time and requires careful consideration of jurisdictional risks and infrastructure challenges. In conclusion, Gentile sees the gold mining sector as a multi-year tailwind driven by macroeconomic trends, including the repositioning of gold as a hedge against inflation and the US dollar's decline. He encourages investors to allocate at least 5-10% of their portfolios to gold or related equities to preserve wealth in uncertain times. Timestamp References:0:00 - Introduction0:43 - Mining Valuations & Risk3:08 - Catalysts & Charts7:24 - Margin Expansion Growth13:53 - Miners & Projections16:08 - Global Slowdown Impacts?19:10 - Capital Rotation Charts25:15 - Timing & Positioning28:43 - Lassonde Curve & Patience32:13 - Other Metals & Sentiment34:46 - Project Timelines & Risks40:00 - M&A & Finding Projects45:50 - Secondary Project Factors48:20 - Rating Jurisdictions50:37 - Development & Resource Est.53:47 - Advice for New Investors56:37 - Portfolio Weightings59:23 - Concluding Thoughts Guest Links:LinkedIn: https://www.linkedin.com/in/michael-gentile-01028552Website: https://bastion-am.com Michael Gentile, CFA, Founding Partner & Senior Portfolio Manager Before founding BAM, Michael was Vice President and Senior Portfolio Manager at Formula Growth Ltd for over 17 years. Michael co-managed the FG Alpha Fund (US SMid equity market neutral) between 2012 and 2018, co-managed the FG Focus Fund (US SMid long short strategy) between 2014 and 2018. Since leaving FG in 2018, Michael has been very successful investing in the gold sector also acting as Strategic Advisor and Director for several companies in the natural resource sector. Michael graduated with Great Distinction from the John Molson School of Business (Concordia University) with a Bachelor of Commerce (Finance) and received the Calvin Potter Fellowship from Concordia’s Kenneth Woods Portfolio Management Program. He also holds the Chartered Financial Analyst designation (CFA)…

Palisades Gold Radio

1
Luke Gromen: Gold Can be Used to Rebalance the Global Economy Without a World War 1:23:12

5 weeks ago1:23:12