In this podcast interview, Tavi Costa from Crescat Capital discusses the emerging bullish cycle in the metals and mining sector, highlighting several key macro trends and investment opportunities. Costa believes we are in the early stages of a long-term commodity cycle, with gold leading the way and other metals poised to follow. The discussion centers on th ... Show More
Aug 21
Matthew Piepenburg: Gold’s Golden Era – The Bull Market You’re Not Ready For
Tom Bodrovics welcomes Matthew Piepenburg to the show. Matthew Piepenburg is Partner - Von Greyerz Gold Switzerland, Author - Gold Matters & Rigged To Fail. In this wide-ranging discussion, Piepenburg explores several critical economic topics, including potential gold revaluation ... Show More
1h 14m
Aug 20
Florian Grummes: The Best of this Rally is Yet to Come for Gold, Silver, and Especially Miners
Tom Bodrovics welcomes Florian Grummes to the show. Florian Grummes is Financial Analyst, Advisor, and Founder & Managing Director of Midas Touch Consulting. The discussion centers on the current state of gold and silver markets, highlighting a period of consolidation following a ... Show More
53m 3s
Sep 2024
Markets riding the ‘Fed wave’
Stocks across the globe moved higher yesterday following the Federal Reserve’s interest rate cut, with both the Dow and S&P 500 seeing new all-time highs. Meanwhile, other major central banks – including those in England, Norway, Turkey, Japan and China – opted to keep their key ... Show More
11m 1s
Mar 2025
The week begins on a risk-off note
US inflation concerns intensified, with the core PCE rising 2.8% year-on-year, fuelling fears of stagflation. Tariffs remain a significant concern, with the US poised to unveil new measures on Wednesday. The EU is bracing itself for a potential 20% tariff, and Goldman Sachs has i ... Show More
12m 22s
Sep 2024
Will the Fed go big? Gold hits new records amid rate cut speculation
Markets are abuzz with speculation that the Federal Reserve may deliver a larger-than-expected 50 basis-point rate cut next week. As a result, yields have tumbled, and gold prices have surged to new record highs. Meanwhile, equity markets continue their winning streak, with the S ... Show More
11m 43s
Sep 2024
S&P 500 Equal Weight and gold reach new all-time highs
The US Empire State manufacturing survey showed a jump in sentiment, a welcome sign amid weakness in the manufacturing sector. Ahead of the Federal Reserve's interest rate decision, markets are pricing in a 50 basis point cut, leading to a rotation out of tech stocks and the S&P ... Show More
14m 14s
Aug 18
Ukraine, the Fed, and market breadth
Major equity markets surge to new highs, driven by easing trade tensions, robust US earnings, and expectations of US interest rate cuts even as US inflation remains a concern. This trend is also reflected in US investment-grade credit spreads, which have reached their lowest leve ... Show More
11m 8s