Simon Ree, founder of The Tao of Trading and former Goldman Sachs and Citibank markets professional, rejoins the Metals and Miners pod on 10/22 to share how long term yields are in an uptrend and why thinks they stay in an uptrend absent a recession, why the AI trade is something you want to rent, not own, how demand for critical metals is only going to go one way and it’s hard for him to see how the supply side response is going to be anywhere near adequate on a ten-to-fifteen-year view, why markets have been far more resilient than he would have expected, how democracies never vote for austerity, that they will accept it when it’s forced upon them by the market and that will happen at some point, why there could be a nasty sticker shock waiting for the market next year on food and energy inflation, and much more. @simon_ree Watch here --> youtu.be/wEHgwiBz_GI

DON’T BE DISUADED BY CURRENT PRICE ACTION: Decades of Low Investment and New Supply Taking Years To Come Online, Colliding With A.I, Grid, and Global Defense Demand 100% Supports Higher Metals Prices! metalsandminers.substack.com…

Jim Rickards, Founder of Strategic Intelligence, joins the Metals and Miners pod on 10/21 and explains why the Fed really just controls the short end of the yield curve only, why we’re never going to default on our debt because we actually print the dollars, why every single problem we talked about in this discussion is solved by inflation, how if you have hard assets; gold, silver, real estate, or you’re leveraged, you’re on the winning side, why China, the U.S., and Russia are the only countries that really matter and the time has come to pivot to Russia to isolate China, why we should all get ready for more inflation, how the price of those critical metals is going to go up, how critical metals prices face upward pressure from years of underinvestment and competing demand from AI infrastructure, grid upgrades, and defense modernization, why political noise around midterms is unlikely to produce meaningful fiscal restraint, and much more! @RealJimRickards Watch here --> youtu.be/4XCPFlEd5K4

CHINA TURNED OIL IMPORTS BACK ON. HIGHER PRICES HAVE FOLLOWED: Higher Chinese Buying Is Lifting Crude, Why the Fed Faces a No-Win Choice & How the Next Inflation Wave Lasts Longer Than 2022-23! metalsandminers.substack.com…

Jim Rickards talking about the need for investors to get ready for more inflation. We had a very detailed and comprehensive discussion and the full interview will be out tomorrow. @RealJimRickards

A.I. NEEDS $8.5 TRILLION BETWEEN NOW AND 2030. THE FORECAST IS $3.6 TRILLION: That Gap Raises Borrowing Costs, How That Can Lower Yields & Why This Propels Capital To Rotate Into Hard Assets! metalsandminers.substack.com…

THE 2ND WAVE OF INFLATION IS HERE: Wars, Supply Shortages, and Eroding Trust In Government Are Driving Prices Higher, Why Hard Assets Protect Us & How Government Paper Becomes the Bagholder! (H/T Tavi Costa for chart) metalsandminers.substack.com…

Laurent Lequeu, founder of The Macro Butler, rejoins the Metals and Miners pod on 10/19 and explains why everyone must own gold, silver, precious metals and other commodities because it will be the only way to survive the ongoing currency reset, how the Fed cannot print a barrel of oil, the Fed cannot print a bushel of wheat, why we are just at the start of the second wave of inflation in the US and in the western world, how Europe and countries like Japan are much more at risk of hyperinflation… the US dollar is still the cleaner shirt in the dirty laundry basket, why the amount of liquidity which still needs to move from the fixed income into the real stuff like stocks and commodities is enormous, why the current consolidation in metals and other hard assets is an opportunity of a lifetime… we will wonder why we didn’t buy more gold at 4,100 or more oil at $100, how the risks are not in the commodity space, rather the risks are in the fixed income market and everything that is promises related to government, and more. @LLequeu Watch here --> youtu.be/_yh3HCpk8Wg

INFLATION HAS STAYED ABOVE TARGET FOR 65 MONTHS: The Fed’s Tough Talk Hasn’t Brought It Down, The High Debt Will Force Fed To Lower Rates & How That Combination Is Jet-Fuel For Hard Assets! metalsandminers.substack.com…

“SAFE” GOV’T BONDS ARE LOSING BUYERS: Rising Debt And Yields Making Government Paper Far Less Safe, Foreign Buyers Already Shifting Into Gold & Demographic Changes And Lack Of Trust Forcing Rotation! metalsandminers.substack.com…

THE ECONOMIST COVER ASKED IF BONDS WILL BLOW UP. THEN YIELDS FELL: Washed Out Price And Sentiment, Fear Propaganda Gets Them Onto Right Side & Rest Paralyzed Into Inaction Creating Only A Few Winners! metalsandminers.substack.com…

Bob Moriarty rejoined the Metals and Miners pod on 10/16 and shared why he is predicting for months that we were going to have a market crash and why he thinks we’re there right now, how copper is definitely in shortage, silver is absolutely in shortage, how Samsung has come up with solid-state silver batteries and the demand for solar and electronics and these solid-state batteries is going to blow silver through the roof, why we’re about to enter the golden age of mining, how only 2% of the entire financial marketplace is in commodities and we are going to have a commodities boom across the entire spectrum, how 59% of stocks on the S&P have already dropped 20%, and 41% of the same stocks have dropped more than 30%, why he believes that when the A.I. bubble bursts it's going to make 1929 look like a kid’s birthday party, and much more. Watch here --> youtu.be/UffLv2SsiAk

EVEN A $300,000 SALARY IS PAYCHECK TO PAYCHECK FOR MANY PER GOLDMAN SACHS: 36% of High Earners Can’t Get Ahead, How Costs and Debt Catch Every Bracket & Why Mass Job Loss Turns This Into The GFC! metalsandminers.substack.com…

Dave Collum, professor at Cornell University, rejoins the Metals and Miners pod on 10/15 and shares why he believes the markets are at maximum risk right now, how the the credit cycle of 1981 to 2022 is over and why we’re in a James Grant period where we’re going to get a big, long, protracted rise in rates, how the AI bubble trivializes the story and underneath it is an equity bubble, a private-credit bubble, a private-equity bubble, and a real-estate bubble, why he asks if there a way out that doesn’t involve that kind of pain? and in his analysis, the answer is no, why he knows that at some point in the future assets are going to be a whole lot cheaper than now, how we’re roughly 200 percent over historical average valuation. It could take 45 years just to grow out of it if markets simply tread water in real terms, why he owns enough gold for what’s coming, and more. @DavidBCollum Watch here --> youtu.be/qFXK29ZlBrc

PRICES ROSE 3.7%. GASOLINE DID 50% OF THE WORK: Reality = The Fed Cannot Print Oil, Higher Rates Will Not Lower the Pump Price & Why This Is a Supply Shock Sitting on a Debt Problem! metalsandminers.substack.com…

Connor Messler, President of Gamma resources, joins the Metals and Miners pod and shares his optimism when it comes to uranium, why the importance of developing domestic supply chains and developing those domestic sources becomes critical and is the opportunity for investors, how the ability for foreign actors to really restrict the use of these critical metals is a significant concern, how we’re seeing this massive demand for uranium… demand coupled with short supply, and rightfully restricted supply… there has to be a reflection of that in the term price that isn't yet there, why Utah is exciting for mining because it does have in situ recovery potential, how New Mexico is very much a conventional target, with longer-term ISR potential, why he is so excited about their projects, and more. @Gamma_Resources Watch here --> youtu.be/i7Xyuzj4iHo

MINEVANTAGE EXAMINES A HIGH-CONVICTION GOLD DEVELOPER THE MARKET STILL DISCOUNTS: It Beat the Junior Index, Cash Is Not the Immediate Problem & Why Dilution Is the Bill You Cannot Skip! metalsandminers.substack.com…

WHAT GOLD PRICE COVERS A $40.3 TRILLION DEBT? Now $7,700 For 5% Coverage, $77,000 For 50%, How Coverage Is Now At Historic Lows & Why Judy Shelton’s Arrival At Treasury Could Usher In The Golden Age! metalsandminers.substack.com…

EUROPE’S SIGNIFICANT PROBLEMS ARE A SHIELD FOR U.S. MARKETS: Bond Stress, Unrest, and No Euro “Safe” Asset, How Capital Is Fleeing to the Dollar & Why That Lowers Near-Term U.S. Crash Risk! metalsandminers.substack.com…

Michael Howell, founder of GL Indexes and Capital Wars, rejoins the Metals and Miners pod on 10/12 and explains why the massive government debt cannot be reneged on or defaulted in a credit money system, because new credit rests on the integrity of old debts, therefore, effectively, the debt has to be monetized away, why we’re in a regime where monetary inflation is going to be running at rates of maybe 7–8% per annum, how that’s not hyperinflation and underlying high-street inflation is probably around 5–6%, why financial repression destroys income and monetary inflation destroys wealth, and this is monetary inflation and asset allocation has to change quite radically, why he doesn't expect a recession, why if gold, silver, the miners, energy, or commodities sell off, you’ve got to buy more, why you always buy the dip in a monetary-inflation environment, and more. @crossbordercap Watch here --> youtu.be/H3TxFNwk8Ak