Banks Today Are Levered 20 to 1, This is a Recipe For Disaster: Sean Fieler
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Sean Fieler of Equinox Partners gives his assessment of the collapse of First Republic Bank and the dire value destruction taking place across the regional banking sector. Sean also discusses QE and inflation, the growing trend of dedollarization and what it means for the global economy, gold's role in the market today, and much more.
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00:00 Introduction
01:36 First Republic Bank Failure
03:10 New Restrictions in the Banking Sector
05:06 Bank Consolidation
07:34 Small Banks in America
09:53 Removal of Banker Discretion
12:47 Push Back Against Consolidation
14:12 Central Bank Digital Currencies
17:00 QE and Colossal Deficits
19:53 Debt Ceiling
21:49 Incoherent Policy
25:10 Trend of Dedollarization
30:16 Multi-polar Currency World
32:19 Financial Repression
34:19 Outlook on Silver
39:51 Mining Regulations
45:41 Stable Mining Jurisdictions
47:18 Precious Metals Equities
#firstrepublicbank #bankingcrisis #recession
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It's Delusional to Think the Death of the US Dollar is Imminent: Steve Hanke
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Professor of Applied Economics Steve Hanke believes that those calling for the end of U.S. dollar hegemony may have to wait a very long time, for reasons he outlines in this interview. Steve also gives his views on the war in Ukraine and what the real purpose behind it is, and his forecast for the economy a potential deep recession.
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00:00 Introduction
01:18 Futility of Economic Sanctions
06:54 Why Are Sanctions the Default?
12:15 U.S. Military Spending
17:09 Real Purpose of Ukraine War
19:48 Why is U.S. Not Negotiating for Peace?
22:11 Trend of Dedollarization
26:53 What is Backing the U.S. Dollar?
29:53 Central Bank Digital Currencies
34:23 CBDCs as an Economic Weapon
38:54 Economic Outlook
47:22 Portfolio Allocation
#usdollar #economy #stockmarket
70
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Is Artificial Intelligence Truly a Grave Danger to Humanity? With Dylan Grice
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Co-Founder of Calderwood Capital Dylan Grice breaks down the doom-and-gloom headlines regarding evolving AI technology to uncover the truth about the potential threat of artificial intelligence. Dylan also provides his thoughts on the IMF CBDC dubbed the 'Unicoin', Bitcoin's future, and more.
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Copyright © 2022 Cambridge House International Inc. All rights reserved.
00:00 Introduction
00:49 Dylan Grice Background
03:15 How Much of a Threat is AI?
09:51 Fearmongering by the Media
12:21 Calls to Regulate AI Development
15:13 IMF CBDC, the Unicoin
18:44 Bitcoin and Operation Chokepoint
#AI #artificialintelligence #cbdc
65
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Centralization of Power is the Dying Gasp of Our Failed Economic System: Matthew Piepenburg
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Commercial Director at Matterhorn Asset Management Matthew Piepenburg believes the increased centralization of power in countries across the world is a sign that our failed economic system is nearing its inevitable end. Matthew also reveals how he's adjusting his portfolio to deal with the uncertainty of our current market environment.
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00:00 Introduction
01:22 How Will the 2020s Be Remembered?
05:57 Centralization of Power
12:31 End of U.S. Hegemony
24:20 Multi-polar Currency Economy
31:01 Is the System a Necessary Evil?
35:10 Government Fiscal Responsibility
44:57 Listening to Dissenting Opinions
55:50 How to Protect Your Wealth
01:16:18 Storing Wealth in Gold
01:19:41 Role of Luck in Investing
01:23:25 Speculating VS Investing
#economy #recession #stockmarket
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Downside in Asset Prices Will Be Vicious, Damage To Span a Generation: Steven Wilkinson
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Author of the Pitchfork Papers substack and Business Consultant Sir Steven Wilkinson sees an unprecedented re-evaluation of asset values that will scare an entire generation away from risk assets for the foreseeable future. Steven also discusses his transformation from quiet conservative to radical libertarian and why wanting to just be left alone may become more dangerous in our current political climate.
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Copyright © 2022 Cambridge House International Inc. All rights reserved.
00:00 Introduction
03:20 Background on Steven Wilkinson
11:55 Damage of Cheap Credit
14:39 Which Businesses Are Most Vulnerable?
18:46 Debt and Austerity
23:23 How Does the National Debt Resolve?
30:22 Core Drivers of This Cycle
34:08 Time Frame of Recession
36:24 How to Protect Wealth
42:39 Reasons to Own Gold
52:12 Conservative to Libertarian
01:01:48 Risk of Neutrality
01:08:22 Danger of Relinquishing Accountability
#recession #inflation #bearmarket
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'Invisible' World War 3 is Already Being Fought in Space and Underwater: Pippa Malmgren
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Economist, award-winning Author, and former Presidential Advisor Pippa Malmgren believes that World War 3 has already started, and it's being fought through disruption of satellites in space, the cutting of internet cables underwater, and through cyber attacks online. In this epic conversation, Pippa also gives her view on the current geopolitical landscape and the growing trend of a multipolar world order.
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00:00 Introduction
00:59 What Will Define This Decade?
02:56 Optimistic on the Long Term
07:34 Underwater Internet Cable Attack
12:29 Further Potential Sabotage
17:03 Bigger Picture of Russia-Ukraine War
23:16 Geopolitical Subterfuge By China
28:23 Effects of Leadership on Citizens
30:49 Intelligence Agencies in the West
34:06 Russia as a Vassal State to China
37:01 Battle of Currencies
44:08 Downsides of Central Planning
50:34 Strength of the US Dollar
59:45 Where are the Safe Havens?
#worldwar3 #geopolitics #globaleconomy
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Gold Will Crash Dramatically Before it Reaches New All-Time Highs: Henrik Zeberg
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Macroeconomist and Founder of the Zeberg Report Henrik Zeberg makes a bold prediction: the price of gold is set to crash, despite recent strength, before it rises up again to new all-time highs.
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Copyright © 2022 Cambridge House International Inc. All rights reserved.
00:00 Introduction
00:57 Call for $1200 Gold
02:28 What is Pressuring Gold?
07:50 We're in a Deflationary Environment
11:05 Debt Forgiveness
15:00 Monetary Reset
17:36 Return to Sound Money
18:55 Speed of Monetary System Change
22:03 Reasons for Central Bank Gold Buying
23:39 Henrik's Portfolio
26:41 Opportunity in Small Caps
28:45 Crypto and Alt Coins
#gold #recession #inflation
85
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BRICS Nations Central Banks Are Buying Up Gold For a Reason: Economic Ninja
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Fan favorite the Economic Ninja returns to give his views on why the BRICS nations central bank gold buying could have a massive impact on the global economy and financial markets. Ninja also touches on the dangers of the forthcoming FedNow system and his concerns about Chat GPT and artificial intelligence.
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00:00 Introduction
01:07 Cooperation Between Russian and China
04:16 BRICS Currency
07:08 Media Coverage of De-dollarization
11:56 US Response to Threat Against Dollar
18:54 Semiconductor Industry
21:04 Countries Trading Outside US
24:45 OPEC Plus Oil Production Cuts
28:40 Concerns About Chat GPT and AI
34:06 How To Protect Your Sovereignty
40:04 Allocation to Physical Gold
#gold #brics #geopolitics
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Everywhere I Look, Long-Term Value of the U.S. Dollar is at Risk: David Hay
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Chief Investment Officer at Evergreen Gavekal and author of the Haymaker Substack David Hay explains the risk he sees for the U.S. dollar, as nations begin to execute trades in alternative currencies. David also discusses why the velocity of money is one of the most important trends investors should be paying attention to, along with giving us a glimpse into his portfolio.
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00:00 Introduction
01:23 Slow Down of Money Velocity
06:45 How Does Low Velocity Change Things?
08:12 Bank Consolidation
10:47 Real Estate Market
15:19 Transactions in non-US Dollars
20:55 Could the End of USD Dominance be Good?
24:21 Commodities-Backed Currency
27:30 Inflating Away the Debt
31:44 OPEC+ Oil Production Cuts
37:10 What is OPEC's Incentive?
39:39 Is This a New Cold War?
44:48 Demographic Challenges
47:16 David's Portfolio
53:25 Uranium and Copper
54:23 Geopolitical Risk
#usdollar #energy #commodities
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These Metals To Outperform, Even in the Face of Looming Crash: Adrian Day
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Financial Author and Founder of Adrian Day Asset Management Adrian Day gives his view on the metals he is most bullish on, despite what he sees as a looming inflationary recession. Adrian also discusses Fed policy and his outlook for the broader economy.
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Copyright © 2022 Cambridge House International Inc. All rights reserved.
00:00 Introduction
00:48 The Perfect Environment For Gold
04:20 Fed Policy Moving Forward
09:35 Importance of Gold Bullion
12:20 Gold Mining ETFs
15:19 Royalty and Streaming Model
16:45 Outlook on Silver
19:49 Bullish on Copper
23:04 Uranium and Lithium
#gold #silver #copper
122
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Gold Rises First and Strongest Out of Recessions, This Time No Different: Gwen Preston
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Gwen Preston of Resource Maven provides a breakdown of the loss of confidence in the banking sector and the broad market, and how that will lead to a recession, from which gold will rise first and fastest. Gwen also discusses which other commodities she thinks will be winners in the years ahead.
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Copyright © 2022 Cambridge House International Inc. All rights reserved.
00:00 Introduction
00:37 Gold and Recessions
04:19 Current Economic Climate Vs. 2008
08:03 Do We Still Have Free Markets?
10:58 The Fed's Next Move
14:09 Inflation's Effect on Miners
18:25 More Pain in the Broad Market
19:58 Green Energy Metals
23:35 Resource Maven
#gold #preciousmetals #recession
85
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Inflation is Painful But Headed Lower and Purchasing Power Will Increase: Juliette Declercq
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Founder of JDI Research Juliette Declercq believes that we may have seen the worst when it comes to inflation and consumers can expect their purchasing power to increase as 2023 continues.
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00:00 Introduction
01:03 Will There Be a Soft Landing?
05:49 Key Takeaways From Bank Failures
10:58 Contagion in the Banking Sector
18:02 Investor Behavior
22:31 Juliette's Portfolio
26:19 Will the Fed Keep Raising?
28:28 Uncertainty in the Market
#inflation #recession #federalreserve
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The Free Market is Dead and Gone, We Live in a Centrally Controlled Economy: E.B. Tucker
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Author of "Why Gold? Why Now?" E.B. Tucker gives an epic interview where he explains how the Fed has manipulated the market to the point where it is no longer recognizable. The Silicon Valley Bank debacle is just one example of that, and E.B. dives into the details of its collapse, along with revealing how he is currently allocating his capital.
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00:00 Introduction
00:50 Cause of Bank Failures
04:49 Is the Tech Sector to Blame?
13:01 Calls on Capital
18:01 Could Other Banks Fail?
21:10 Rate Risk
23:37 How Could SVB Have Hedged?
27:00 Signature Bank Collapse
29:54 Centrally Controlled Economy
35:13 Where is E.B. Allocating Capital?
48:19 Aversion to Debt
#economy #freemarket #bankcollapse
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Gold Absolutely Has To Be a Part of Your Portfolio, Here's Why: Cam Currie
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Senior Investment Advisor at Canaccord Genuity Cam Currie makes a rare media appearance live in-studio to tell investors why having gold in their portfolio is essential in 2023. Cam discusses the growing trend of dedollarisation and reveals some very impactful behind-the-scenes news in the precious metals industry that he thinks will provide massive tailwinds for gold moving forward.
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00:00 Introduction
01:17 Moving Away From the US Dollar
05:30 What's Driving the Flight From USD?
07:24 Chasing Trends in the Market
09:17 What Should Retail Investors Do?
12:45 Effects of Low Interest Rates
16:46 Is it Time to Play Defense?
19:08 Tailwinds For Copper
22:29 Gold Has to Be in Your Portfolio
25:32 Behind-the-Scenes of Precious Metals Markets
27:49 Gold Equities Are Undervalued
32:48 Supply Side of the Gold Sector
34:17 Evaluating Gold Companies
37:35 Sentiment Shift in Gold
42:21 New Gold-Backed Crypto
43:30 Calling For Physical Gold Delivery
#gold #goldprice #preciousmetals
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The World is Racing To Electrification, These Commodities Will Benefit: Peter Grandich
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Former Hedge Fund Manager and Founder of Peter Grandich & Company Peter Grandich gives his views on why the push for electrification happening around the globe is a major tailwind for certain commodities. Peter discusses copper, uranium, oil and gas, and much more, in addition to explaining why he thinks the political situation in America may get much worse before it gets better.
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Copyright © 2022 Cambridge House International Inc. All rights reserved.
00:00 Introduction
00:12 Market Sentiment
02:34 Political Cycles
05:17 Retirement Crisis in America
07:47 Generational Battle
10:21 Influence of Social Media on Politics
12:35 Peter's Investment Strategy
16:27 Energy Sector
18:39 Copper and Nickel
21:19 Sentiment on Gold
22:49 Junior Resource Space
24:46 Uranium Market
26:46 Investing Vs. Trading
29:29 Spotting Fake Gurus
32:26 Important of Not Losing Money
#copper #uranium #commodities
108
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Graphite Has the Same Conductivity as Copper, But is 5 Times Lighter: Northern Graphite (TSX-V: NGC)
CEO of Northern Graphite (TSX-V: NGC | OTCQB: NGPHF) Hugues Jacqemin explains graphite's role as a replacement metal, noting that it provides advantages over copper in several important applications. Hugues also provides an overview and detailed update on Northern Graphite, including recent newsflow investors should be paying attention to.
Northern Graphite is a Canadian, TSX Venture Exchange listed company that is focused on becoming a world leader in producing natural graphite and upgrading it into high value products critical to the green economy including anode material for lithium ion batteries/EVs, fuel cells and graphene, as well as advanced industrial technologies.
Northern is the only significant graphite producing company in North America and will become the third largest outside of China when its Namibian operations come back online. The Company also has two large scale development projects, Bissett Creek in Ontario and Okanjande in Namibia, that will be a source of continued production growth in the future. All projects have “battery quality” graphite and are located close to infrastructure in politically stable countries.
Northern Graphite Website: https://www.northerngraphite.com
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#graphite #graphene #batterymetals
158
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People Need to Start Considering What Could Go Horribly Wrong: Grant Williams
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Author of "Things That Make You Go Hmmm..." Grant Williams brings his 38 years of experience in finance to an explosive in-studio interview where he cautions investors to hope for the best, but be mindful in preparing for the worst. Grant stresses that the chaotic events and circumstances in the world today are forming a perfect storm for a litany of potential black swans, and those who err on the side of caution will survive to tell the tale.
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00:00 Introduction
01:17 Accepting Unpredictability
03:20 Rescuing the System
05:15 The World is a Riskier Place
09:28 Bear Market Rallies
12:53 What Should Retail Investors Do?
15:36 Role of Luck
16:33 Overvaluation in the Market
18:16 Meme Stocks
22:03 Informational Advantages
23:54 Multipolar Currency World
30:20 Transacting Gold for Oil
32:34 What Gets Weaponized Next?
36:09 China's Demographic Crisis
44:08 Gold to Opt Out of Risk
53:19 Market and Life Cycles
1:00:06 Fracturing of Trust
#blackswan #investing #financialrisk
142
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When Speculators Get Taken Out on Stretchers, Those With Cash Can Profit Massively: Danielle Park
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Danielle Park of Venable Investment Counsel believes that years of low interest rates and QE by the Fed created unrealistic valuations that have still not fully come back down to earth. Danielle stresses that patient investors with cash on the sidelines can stand to profit by biding their time until reality sets in and everyone else is in a panic.
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00:00 Introduction
01:15 Fed Rates and Speculative Markets
06:30 Unprecedented Rate Hikes
10:16 Importance of Investor Psychology
14:42 Should Investors Use Leverage?
18:56 Finding Stability
23:54 Shift in Demographics and Pensions
26:58 Will Pensions Exist in 20 Years?
#investing #bearmarket #investorpsychology
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Have We Reached Peak Cheap Copper? With Warren Irwin, Jamie Keech, Ivan Bebek, Paul Harris
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Jay is joined by a panel of experts in the copper space to get their views on where the sector is headed, including the major tailwinds currently driving the sector. The panel also discusses how they would construct a copper portfolio and answers the key question: have we reached peak cheap copper?
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00:00 Introduction
01:10 Panelist Introductions
01:44 Macro Picture for Copper
08:28 How to Incentivize Copper Supply
13:19 How to Build a Copper Portfolio
#copper #copperstocks #basemetals
159
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Build a Moat With Physical Gold Before You Build a Castle With Stocks: Jay Martin
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Jay takes the stages at the 2023 VRIC to present a case for building an effective moat around your stock portfolio with physical gold. He argues that speculating in the junior mining space can be lucrative, but without a solid foundation from which to build, you expose yourself to unnecessary risk.
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#vric2023 #gold #preciousmetals
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The Importance of Getting Your Wealth Out of the Dollar and Into Gold: Grant Williams
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Author of "Things That Make You Go Hmmm..." Grant Williams lays out the reasons he thinks we are entering a multipolar world where the US dollar will be dethroned and commodities, led by gold, will come into focus for investors.
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00:00 Trend of Dedollarisation
08:40 Multipolar Currency World
12:59 Catalysts for Monetary Change
17:26 Angles Investors Can Play
#gold #usdollar #commodities
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The Uranium Thesis is Being Validated Here and Now: Rick Rule, Daniel Major, Fabi Lara, Nick Hodge
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Jay sits down with a panel of veterans in the uranium space to get their views on the current macro landscape for the metal, including supply/demand fundamentals and potential geopolitical risks. Rick Rule, Daniel Major, Fabi Lara, and Nick Hodge also explain how they would construct a uranium portfolio if they were new to the sector.
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00:00 Panelist Introductions
02:20 Validation of Uranium Thesis
07:52 How Long For Demand to Emerge?
10:28 Geopolitical Risk
13:56 10-Year Time Horizon
17:56 Constructing a Uranium Portfolio
#uranium #uraniumstocks #nuclearpower
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How Will Gold Play a Role in a Multipolar World? With Andy Schectman, Lynette Zang, and More
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Andy Schectman, Lynette Zang, David Garofalo, and Alastair Still join Jay on the VRIC stage to give their thoughts on the future of gold and it's potential role in backing new forms of currency in an increasingly multipolar world.
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00:00 Panelist Introductions
01:18 Macro Outlook for Gold
03:40 What's Behind Central Bank Gold Buying?
05:19 Western Narrative Around Gold
07:03 Rotation of Investor Sentiment
08:27 From Bullion to Miners
11:14 Re-monetization of Gold
14:01 Multipolar Currency System
15:05 Investing in Gold Miners
17:20 Gold Royalty Model
18:39 Input Costs for Gold Miners
19:43 M&A in the Gold Space
22:00 Gold Royalty Corp
23:40 Gold Price Forecast
#gold #goldprice #preciousmetals
117
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Investment Case for Graphite Growing Stronger By the Day: Reflex Advanced Materials (CSE: RFLX)
CEO of Reflex Advanced Materials (CSE: RFLX | OTC: RFLXF) Paul Gorman believes that graphite is starting to be recognized by both institutional and retail investors as an important mineral for the future. Paul lays out all the tailwinds working in graphite's favor, along with giving an overview of Reflex Advanced Materials.
Reflex Advanced Materials Corp. is a mineral exploration company based in British Columbia. Its objective is to locate and, if warranted, develop economic mineral properties in the strategic metals and advanced materials space. It is focused on improving domestic specialty mineral infrastructure efficiencies to meet surging national demand by North American manufacturers. The Company is working to advance its Ruby Graphite Project, located in Beaverhead County, Montana, and ZigZag Lake Lithium Property, located in Thunder Bay Mining Division, Crescent Lake Area, Ontario.
Reflex Advanced Materials Website: https://reflexmaterials.com
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00:00 Introduction
00:39 Overview of the Graphite Space
02:48 Scarcity of Graphite Supply
05:41 Graphite's Journey Into Batteries
08:27 Ruby Deposit in Montana
10:28 Vein VS Flake Graphite
12:08 Distribution Partners
14:28 Graphite Orders
15:01 Production Forecast
17:40 Upcoming Newsflow
20:10 Tailwinds for Graphite
#graphite #graphene #batterymetals
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The Importance of M&A Activity in the Junior Mining Space - VRIC 2023
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Jay hosts a panel of all-star guests at the VRIC to get their take on mergers and acquisitions in the junior mining space, with a tilt towards gold and silver companies. Rick Rule, Adrian Day, and Director at Empress Royalty Natascha Kiernan all bring their unique insights to the table to discuss the ins and outs of takeouts and how investors can benefit from M&A activity.
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Copyright © 2022 Cambridge House International Inc. All rights reserved.
00:00 Panelist Introductions
01:29 Is M&A Activity Always Good?
07:24 Need For Consolidation in This Market
11:26 Royalty Opportunities
12:34 Change of Control Clauses
18:12 M&A Red Flags
21:12 Will M&A Increase in Gold & Silver?
#mergersandacquisitions #preciousmetals #juniormining
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