The Gold Newsletter Podcast, hosted by Fergus Hodgson and Brien Lundin, is your home for investment, economics, and geopolitics. It is a project of Jefferson Companies, which publishes Gold Newsletter and hosts the New Orleans Investment Conference. For show notes, go to http://goldnewsletter.com/podcast/.
What Green Energy Demands from Miners
The global transition to green energy offers plenty of opportunities for savvy investors. Nick Hodge, a contrarian investor, author, and commentator explains which metals and tech stocks to monitor.
In our weekly segment with Inventa Capital, Michael Konnert, president and CEO of Vizsla Silver (TSX: VZLA), details the busy summer at one of the world’s highest-grade silver projects: Panuco, Mexico.
Show notes: https://goldnewsletter.com/podcast/what-green-energy-miners-demands/
Winning Strategies to Combat Inflation
Campbell Harvey is one of those who argue brushing off inflation as transitory is a mistake. A finance professor at Duke University and an advisor with the Man Group, he has researched inflation-hedging strategies that have stood the test of time.
Show notes: https://goldnewsletter.com/podcast/winning-strategies-to-combat-inflation/
How Thom Calandra Spots Mining Tenbaggers
Thom Calandra is a veteran financial journalist, mining scout, and exploration hound. A cofounder of MarketWatch and the publisher of the Calandra Report, his specialty is finding opportunities way off the radar screen.
Show notes: https://goldnewsletter.com/podcast/how-thom-calandra-spots-mining-tenbaggers
A Trader Shares Which Biases Move Markets
Cognitive biases can make or break professional traders. For consultant, asset manager, and trader Rangan Padmanabhan, technical analysis provides an objective framework to interpret market moves instead of relying on narratives.
In our weekly segment with Inventa Capital, Chris Donaldson, CEO of Outback Goldfields (CSE: OZ), tells us why the Victorian Goldfields is getting hotter with exploration activity.
Show notes: https://goldnewsletter.com/podcast/trader-shares-biases-move-markets/
Climate Alarmism’s Gift to China
China has been accumulating tremendous amounts of oil, energy, and commodities for a reason. For author and investment adviser Stephen Leeb, Western countries are shooting themselves on the foot by slashing fossil-fuel consumption.
In our weekly segment with Inventa Capital, Charles Funk, CEO of Heliostar Metals (TSX: HSTR), explains the exceptional drill results from the firm's Unga gold project in Alaska.
Show notes: https://goldnewsletter.com/podcast/climate-alarmism-china-gift/
The Truth about Modern Monetary Theory
The rise of Modern Monetary Theory (MMT) in policy and academic circles is changing the discussion on government spending and taxation. For Steven Globerman, an emeritus professor of economics at Western Washington University and a Fraser Institute scholar, MMT is an old idea in new clothes.
In our weekly segment with Inventa Capital, Chris Donaldson, CEO of Outback Goldfields (CSE: OZ), tells us why the Victorian Goldfields, where the company has exploration projects, is getting hotter recently.
Show notes: https://goldnewsletter.com/podcast/truth-about-modern-monetary-theory/