Rob Stevens comes on the podcast to help us get a better understanding of why mining stocks move the way that they do, and he gives us some context around the current situation. Companies are expanding resources and making discoveries, but people are holding back on riskier stocks due to the equity markets. Tune in to learn more about what’s to come, and to get information on resources that can help you comprehend the inner workings of this industry.

-When it comes to understanding the mining sector, you want an understanding of why these stocks move in a certain direction—especially when you don’t expect them to
-When you think you know what you’re doing here, that’s when you’re most vulnerable
-Market indifference towards drilling results
-Companies are expanding resources and making discoveries
-People are holding back on riskier stocks because the equity markets are a bit depressed
-There has been a lot of financing
-The vast majority of investors in the market are at the wrong side of the trade
-The metal price index is sitting at the same high point as it was in 2012
-We are going to see a lot more news flow and activity as we get into the new year
-There’s a lot of money on the sidelines waiting for a peak
-Electric vehicles increase interest in commodities like copper
-Copper hit its peak and pulled back, but it’s definitely in an up trend
-$4.50-$5 copper makes new discoveries really attractive—copper is something to keep your eye on
-$4 seems to be the new floor for copper
-Gold is treading water, but at good prices
-There are so many different influences on gold price
-Safety is always an issue for uranium
-You also need to understand the mining process to understand why the stocks do what they do

Useful Links:
Financial Survival Network
Mining Essentials

How to Analyze Exploration Company Drill Results with Dr. Rob Stevens

Non-Technical Resource Investors Can Succeed if They Are Willing to Put in the Work with Rob Stevens

Direct download: Rob_Stevens_02.Nov.21.mp3
Category:general -- posted at: 8:01am EDT

It seems as if inflation is not quite as transitory as the media has portrayed. I sit down and chat with Andy Schectman about this ongoing phenomenon, which seems to be solidifying more and more as time passes. While CPI seems somewhat normal, things like commodity prices and house prices aren’t factored into this number. Tune in to hear Schectman and myself breakdown the inflationary situation that is definitely structural, and to hear about the wide-reaching implications of this matter

-Inflation is not so transitory
-The largest social security increase in decades is coming
-Companies are paying higher hourly wages and offering sign-on bonuses
-Prices are going up, house prices are going up, but these numbers aren’t factored into the CPI
-The media doesn’t do a good job of telling the truth
-This inflation is definitely structural
-Until you get a change in policy and the government is willing to make difficult decisions, this will be with us for the foreseeable future
-As money depreciates, it never has as much value as when you first had it
-The US leaving Afghanistan had a major impact on OPEC—they’re being protected by Russia and opened up oil to other currencies

Useful Links
Financial Survival Network
Miles Franklin
Silver Supply Could Vanish Overnight with Andy Schectman
Silver Bullion Will Disappear – “People Are Waking Up” with Andy Schectman

Direct download: Andy_Schectman_01.Nov.21.mp3
Category:general -- posted at: 8:00am EDT






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