TheDailyGold Podcast
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Jordan Roy-Byrne, CMT, MFTA hosts this program which focuses on Gold and gold-related investments with top industry analysts and fund managers.
TheDailyGold Podcast
1d ago
Jeffrey Christian, Founding and Managing Director of CPM Group, a precious metals consultancy has followed, covered and advised on Gold and Silver for decades. He thinks the second half of 2024 will be stronger than the first for both metals and he says they have potential to spike in the next 12 to 18 months.
0:00 Intro
1:25 All the Factors Driving Gold Strength
10:00 Factors Driving Gold At $2300-$2400
17:15 Impact of Bonds on Gold
22:45 Younger Investors & Gold, Silver
26:50 Gold ETF Demand
30:20 Gold Price Outlook
34:00 Silver Price Outlook
36:00 Silver in 1980 & Hunt Brothe ..read more
TheDailyGold Podcast
1d ago
Gary Tanashian, editor and publish of Notes From the Rabbit Hole (NFTRH.com) discusses the current macro, the meaning of the breakout in Gold and why Gold and gold miners will really soar after the coming bust.
Recorded Thursday April 11
0:00 Intro
1:25 Macro View: Stagflation or Disinflation
4:30 Signals of New Inflationary Phase
6:55 In New Economic World Now
9:00 Gold Breakout is Telling Us Something
12:25 Impact of Secular Bear in Bonds
15:55 Gold Mining Fundamental Drivers
19:50 Silver Technical Target of $35
24:35 Gold/Silver Ratio
28:50 Other Markets ..read more
TheDailyGold Podcast
1d ago
John Miniotis, CEO of AbraSilver discusses the company's Diablillos project, the recent pre-feasibility study and exploration upside which the company will be targeting over the months head.
Recorded April 10, 2024
0:00 Intro
1:20 Diablillos Project Info & NPV at Current Metals Prices
3:30 Diablillos M&I Resource
5:30 Diablillos AISC
7:00 Exploration Upside
13:00 Jasperoid Target & Drilling Plan
17:40 David O'Connor, AbraSilver's Chief Geo
19:45 Financing
23:50 How AbraSilver Can Get Re-Rating
26:00 Adding High-Grade oz to Grow to 300M oz Ag-eq ..read more
TheDailyGold Podcast
1w ago
Jared Dillian, author of the Daily Dirtnap and several books, argues the real reason Gold is ripping is because of impending debt monetization in the US. He discusses the breakout in Gold and lackluster sentiment towards it. He believes precious metals are in a new secular bull market.
0:00 Intro
1:05 Those Bastards Book
2:10 People are Flat-Footed & Underinvested in Gold
3:55 Real Reason Gold is Ripping
5:45 QE, Yield Curve Control & Debt Monetization
8:00 Early Stages of Gold Breakout Move
9:20 Silver
11:15 Secular Trend
13:30 Stock Market Outlook
16:30 Herd Interest in Preci ..read more
TheDailyGold Podcast
2w ago
Ryan King, Senior VP of Corporate Development & part of Calibre Mining's management team, discusses the company's acquisition of the Valentine Gold project in Newfoundland and the work and capital required to build and operate the mine successfully. He also discusses the company's potential for a re-rating.
0:00 Intro
0:58 Pronunciation of Calibre
2:10 Company Background & Operations
5:45 Valentine Gold Project
15:55 Funding for Valentine Mine Build
21:25 Risks When Mine is Operating
24:25 Low Valuation & Re-Rating Potential
29:45 Calibre Potential ..read more
TheDailyGold Podcast
2w ago
Axel Merk, Merk Investments President and Chief Investment Officer at Merk Investments, who manages two Gold ETFs, analyzes Fed Policy and the Gold Market. He believes that Gold will perform even better in a hard landing and is worried a hard landing could be on the horizon. He says that retail investors are still lukewarm about Gold and that hot money has been chasing crypto and not Gold. This allows us some time to position.
0:00 Intro
1:00 Big Picture View
3:35 Federal Reserve Policy Now
8:00 Gold vs. Stock Market
11:40 Retail Investors Still Lukewarm About Gold
14:55 Gold ETF Flows ..read more
TheDailyGold Podcast
2w ago
Vince Lanci of Echo Bay Futures & GoldFix on Substack joins us to discuss the Gold market as March & the first quarter end. Vince believes that fund flows from retail and generalists into Gold ETFs will not begin until the stock market declines. He also notes recent action from Bullion Banks and groups like the World Bank and BIS indicate they are preparing for Gold to move higher.
0:00 Intro
1:45 End of Month & Quarter Analysis
6:15 Downside Scenario
9:30 Gold vs. Bonds
14:30 When Will Retail/Generalists Buy GLD
18:40 Precious Metals Diverge from Stock Market
26:30 Reasons ..read more
TheDailyGold Podcast
3w ago
Greg Weldon @GregoryWeldon analyzes the most recent developments in the economy and why we are headed for stagflation. He also analyzes Fed Policy, Gold against the Stock Market, Gold Miners, Juniors and Silver.
0:00 Intro
1:15 Economic Summary & Outlook
6:30 Why Fed Flinched Last Week & Labor Market
10:27 Yield Curve Control Coming?
13:55 Policy Before Yield Curve Control
16:00 Silver & $26 Resistance
18:00 Gold vs. Stock Market
21:05 Next Catalysts for Precious Metals Sector
22:00 Miners & Juniors Opportunity
26:25 Greg's Contact Info & Work ..read more
TheDailyGold Podcast
1M ago
In November 2023 we interviewed Robert Sinn @GoldfingerCapital on YouTube who said Gold was about to enter to Nirvana. His call was dead on.
We follow up and get his upside targets for Gold and timetables as well as his outlook for Silver. The interview is divided into chapters.
1:10 Gold to Enter Nirvana at $2200-$2400
6:45 Distinctions b/w Gold & Gold Miners
12:00 Silver Enters Nirvana When it Breaks $26
14:50 Timeline for $2400 Gold & $2700 Gold
17:30 Macro Narrative for Gold Breakout Move
23:45 When Nirvana Goes Turbo
27:30 Status of Junior Mining Sector ..read more
TheDailyGold Podcast
2M ago
Vince Lanci from GoldFix and Echo Bay Futures joins us to discuss the state of the current Gold market, why it's holding above $2000 and the similarities to the start of the 1970s.
0:00 Intro
1:01 Open Interest
4:30 Open Interest Follow Up
7:00 How/Why Gold Holding $2000
10:15 Mechanics of BRICS Buying
12:49 Measuring BRICS Buying
17:45 Central Banks Selling Bonds, Buying Gold
22:40 Comparison to 1971
25:30 Where This Ends
32:58 Orderly vs. Explosive Gold Move
40:50 Gold Bull Like 2000s or 1970s?
46:40 Bond Trading Tied in w/ Gold
55:45 Miners Buying Opportunity Approaching ..read more