Tom welcomes a new guest to the show, Robert Sinn to share his background in precious metals, junior mining, and biotech investing. Robert discusses his introduction to gold during the 1990s debt crisis through his father’s experiences at coin shows and investments. The conversation later focuses on the Federal Reserve’s recent announcement of tapering quantitative tightening and its potential impact on market positioning, emphasizing fiscal dominance and potential softer data suggesting a possible negative non-farm payroll print. Sinn further explores the Fed’s shift in inflation targeting, p ..read more

Tom Bodrovics, welcomes back Don Durrett, an experienced author, investor, and founder of Goldstockdata.com, to discuss gold prices and the economic implications. Durrett believes an imminent hard economic landing will boost his bullish stance on gold. In March 2023, gold reached new highs above $2050, while silver showed significant gains. However, miners have not followed suit. Durrett considers the present economic climate different from previous periods due to the Federal Reserve’s reduced ability to revive the economy. He highlights that while the US economy grew and used debt in the 1990 ..read more

In this episode of Palisades Gold Radio, economist and wealth advisor Jonathan Davis once again joins host Tom Bodrovics to discuss the theme of inflation and its implications for the current economic era. Davis argues that we have transitioned from a disinflationary era lasting over 40 years into one characterized by financial repression, which he defines as higher inflation. Tracing this shift back to the post-World War II era when debt levels were unsustainable, Davis contends that recent financial crises were not caused by COVID but rather by ‘shenanigans’ in financial markets. With intere ..read more

Tom welcomes back Lyn Alden, Founder of Lyn Alden Investment Strategy, to the show. Lyn discusses abundant and scarce things in investing, focusing on the era of fiscal dominance that has led to bonds becoming abundant. This is due to large budget deficits and private debt being transferred to the public sector. The implications include higher average fiscal-driven inflation and potential impact on asset prices and tax receipts. The Federal Reserve’s ability to perfectly tune the economy to avoid recession for the next decade is questioned. In emerging markets, stocks may rise in local currenc ..read more

Tom Bodrovics welcomes back Bob Moriarty to the show. Bob is founder of 321gold and 321energy.com, and a former Marine Corps fighter pilot during Vietnam. Moriarty believes the year 2024 could be catastrophic due to geopolitical issues and a greater financial crisis but sees opportunities in gold and silver, which have broken out and are expected to continue for the next decade. He emphasizes sentiment and China’s control of the gold market as key drivers of their prices. Moriarty discusses potential peace in the Middle East after Israel’s conflict with Iran, questioning the sustainability of ..read more

Tom Bodrovics welcomes back Axel Merk, CEO of Merk Investments, who manages investments worth $1.2 billion in gold and related assets. They discuss the ASA closed-end fund, which invests in precious metals mining, processing, or exploration companies, and is unique due to its longer-term focus compared to ETFs. Merk took over management in 2019 and transformed it into an investment vehicle for junior mining companies. This fund helps small development and exploration firms by providing capital during funding rounds and increasing their share prices, making them more attractive to larger invest ..read more

Tom welcomes back to the show, Christopher Aaron to discuss the markets and current geopolitical instability. Although gold prices saw a spike due to recent events between Iran and Israel, they gave back most of the gains shortly after. Christopher emphasizes the importance of considering historical data and long-term trends when analyzing gold price movements. Chris discusses how the Dow Jones and gold have been trading in lockstep due to the preoccupation with Fed policy. They note that during past bull markets, average investors shifted funds from stock indexes into gold or silver when they ..read more

Tom Bodrovics welcomes back John Rubino, a former Wall Street financial analyst and author, to discuss the current bull market in gold. Rubino asserts that gold’s intrinsic value is significantly higher than its present price, which could reach $5,000 to $10,000 per ounce based on historical analysis. He also posits that a potential collapse of the financial system due to debt could lead to a return to a gold-backed currency or a currency reset. They explore the implications of inflation and currency devaluation on various assets including stocks, real estate, bonds, and gold. John argues that ..read more

Tom welcomes back Ravi Sood to the show to discuss the many changes in the economy and mining industry. Ravi touches upon various topics related to the global financial system, gold prices, and the impact of the 2007-2008 financial crisis. He discusses the lack of significant changes in the financial system since the 1970s and the potential role of Bitcoin in challenging traditional monetary systems. He also highlights the uncertainty and potential risks in the current economic situation due to the pandemic and other factors. The conversation also delves into the importance of investing in phy ..read more

This is a rebroadcast of our April 10 Twitter Spaces focusing on the recent metal moves, the metals industry, and overall investor sentiment. Bob Coleman and Vince Lanci discuss the effects of big players in the markets and how investor sentiment remains cautious. Jim discusses why margin requirements have to be adjusted during periods of volatility. Vince and Bob discusses at length the various big players in the market and how they influence it along with their general strategies. Lastly, Bob discusses the role of ETF’s and the current premiums on physical metals. Note: Unfortunately, the la ..read more