Tom welcomes back investment manager Lawrence Lepard for a discussion on the current economic landscape, focusing on potential signs of a “crack-up boom” and the challenges facing the US monetary system. Lepard suggests we may be entering a period of significant economic transformation, characterized by record highs in stock markets, gold, and Bitc…

Tom welcomes global economic consultant Simon Hunt back to the show. Simon provides a comprehensive analysis of current geopolitical and economic tensions, focusing on potential conflicts and economic challenges facing the world. The discussion centers on the upcoming Putin-Trump summit, which Hunt believes will likely produce no substantial outcom…

Tom welcomes back Patrick Karim for a discussion around the potential for a significant capital rotation event in financial markets, focusing on the relationship between gold, stocks, and other assets. Karim emphasizes the importance of using logarithmic charts for accurate long-term financial analysis, explaining that linear charts can distort his…

Tom welcomes back Mike McGlone, senior commodity strategist for Bloomberg Intelligence. McGlone offers a nuanced perspective on current economic trends, focusing on potential deflationary forces and market corrections. He argues that commodities are experiencing a significant downturn, with crude oil down 9% and grains down 16% for the year, primar…

Tom welcomes a new guest Melody Wright to the show. Melody is an expert on the complex dynamics of the U.S. housing and mortgage markets. Her background in macro economics and mortgage lending provides her with a unique perspective on the housing market’s evolution and potential risks. She argues that the housing market has fundamentally transforme…

Tom welcomes back Gary Savage from Smart Money Track to discuss current market dynamics. Gary suggests that the stock market is potentially forming a “megaphone topping pattern” and may be approaching a cyclical bear market, with potential geopolitical tensions in Ukraine serving as a potential catalyst for market corrections. Regarding gold, Savag…

Tom welcomes back Jaime Carrasco, portfolio manager for Carrasco Wealth Management. Jaime provides an in-depth analysis of the current economic landscape, focusing primarily on silver and gold as critical investment assets during a potential monetary reset. Carrasco argues that silver is significantly undervalued, highlighting the historical gold-t…

Tom welcomes back Lobo Tiggre, author of the Independent Speculator to discuss critical investment strategies and insights across various economic and commodity markets. Lobo emphasizes the importance of due diligence, skepticism, and rational decision-making in investing, arguing that emotional discipline and thorough research are key to successfu…

Tom welcomes back Tavi Costa from Crescat Capital to discuss the emerging bullish cycle in the metals and mining sector. 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 three primary pillars: energy sources, infrastructure, and raw mater…

Tom welcomes back the Professor, Vince Lanci to discuss the complex geopolitical and economic landscape. Focusing on the shifting dynamics of global finance, currency, and resource competition. He argues that the United States is facing significant challenges in maintaining its economic dominance, with the dollar likely to weaken due to multiple in…

In this podcast interview, Martin Armstrong provides a critical geopolitical analysis of current global tensions, focusing on the Russia-Ukraine conflict and potential escalation towards World War III. Armstrong argues that the 50-day deadline imposed by Trump is an unrealistic negotiation tactic that fundamentally misunderstands geopolitical dynam…

In this podcast interview, Peter Grandich discusses several critical economic and geopolitical issues facing the United States. The conversation centers on potential tensions between President Trump and Federal Reserve Chair Jerome Powell, with Grandich suggesting that Trump's attempts to influence monetary policy could have significant market repe…

In this podcast, Francis Hunt discusses the current economic landscape, focusing on the potential collapse of debt markets and the rise of alternative assets like gold, silver, and platinum. He argues that we are witnessing the end of a 40-year bond market cycle, with long-term debt instruments experiencing significant yield increases across multip…

In this podcast interview, David Hunter, a contrarian macro strategist with 52 years of experience, provides a comprehensive outlook on the current market and economic landscape. Hunter believes the market is in the final leg of a 43-year secular bull market, potentially reaching a parabolic top in the next three to four months. He predicts the S&P…

In this podcast interview, Trader Ferd discusses his investment strategy focusing on undervalued and overlooked sectors, with particular emphasis on commodities like platinum, gold, and uranium. He highlights the importance of positioning early in sectors with tight supply-demand dynamics and understanding long-term fundamental trends. Regarding pl…

In this podcast interview, Chase Taylor, a global macro strategist, discusses the current economic landscape, focusing on several key themes. He argues that the economy's resilience stems from high deficit spending and asset prices, making a recession less probable than in previous decades. Taylor suggests that higher interest rates can be stimulat…

In this podcast, Michael Green, Chief Strategist at Simplify Asset Management, provides a comprehensive analysis of the current market dynamics, focusing on the profound impact of passive investing. Green argues that the rise of passive investment strategies has fundamentally transformed market structures, creating what he describes as an "everythi…

In this podcast interview, Jesse Felder provides a comprehensive analysis of current market conditions, highlighting several critical economic indicators suggesting significant potential risks ahead. He argues that the U.S. stock market is currently more overvalued than at any point since 1950, with valuation metrics indicating extremely limited up…

Tom Bodrovics welcomes Edward Dowd, founder of Phinance Technologies, to the show to discuss the unfolding economic landscape and the probable looming recession. Dowd explains that initial recession predictions for late 2023 and early 2024 were incorrect due to an unprecedented economic variable: mass illegal immigration. He estimates that between …

Tom Bodrovics welcomes back Don Durrett, author, investor, and founder of GoldStockData.com, to delve into the current state of the gold and silver markets, the broader economy, and what investors should watch for in the coming months. Don begins by noting that gold has been in a bull market since late 2019, with a significant breakout in March 202…

Tom Bodrovics welcomes back Adrian Day, CEO of Adrian Day Asset Management and Manager of the Euro Pacific Gold Fund, to discuss the economic and monetary landscape under President Trump’s second term, the implications of tariffs, and the outlook for gold and other commodities. Adrian begins by addressing the potential impact of Trump’s trade polic…

Tom welcomes back the headwriter for the Doomberg Team for another interesting discussion around current geopolitics. They delve into the rapidly escalating conflict between Israel and Iran, which Doomy argues was sparked by a dangerous miscalculation by Israel. He emphasizes that Israel vastly underestimated Iran’s military capabilities, assuming …

Tom welcomes back Justin Huhn for a in-depth discussion about the Uranium market and the potential risks if there's a nuclear weapon exchange in the conflict between Israel and Iran. They discusses how nuclear powers handle enrichment and how the Uranium fuel cycle operates.Justin sees potential for growth in the Uranium market due to an increase i…

Tom Bodrovics welcomes back gold market and finance expert Alasdair Macleod. Together they explore the escalating systemic risks in global gold and silver markets, driven by surging demand for physical delivery. Macleod highlighted the European Central Bank’s (ECB) warning about skyrocketing counterparty risks in gold derivatives, emphasizing that …

Tom welcomes back John Lee for a discussion on the concerning trends of global control and manipulation by powerful entities across finance, media, and technology. Lee highlights tactics like facial recognition and digital wallets that threaten privacy and autonomy. He warns of a potential biometric system that could blacklist individuals, emphasiz…