305 episodes

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/.

Gold Newsletter Podcast Fergus Hodgson

    • Business
    • 4.1 • 22 Ratings

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/.

    The Calm before the Storm for the US Dollar | John Hathaway

    The Calm before the Storm for the US Dollar | John Hathaway

    The US dollar’s strength is not good news for everybody. According to John Hathaway, a portfolio manager of Sprott Hathaway Special Situations Strategy and co-portfolio manager of the Sprott Gold Equity Fund, the dollar wrecking ball represents the last stand for paper currencies.

    For Hathaway, as the US dollar weakens and Fed officials resort to more quantitative easing, gold will appreciate. Regarding the recent event in which the gold price increased by over $50 three times in four days, Hathaway argues it is a response to negative news for financial markets, such as interest rate rises.

    In our weekly Inventa Capital segment, Michael Konnert, CEO at Vizsla Silver Corp. (TSX-V: VZLA; NYSE: VZLA) reports on the company’s new stock issuance. Having raised almost $30 million, Vizsla is fully funded for the next year, in which the company will continue with drilling at the Panuco silver-gold project located in Sinaloa, Mexico, and move towards production.

    Show notes: https://goldnewsletter.com/podcast/calm-before-storm-us-dollar/

    • 37 min
    What a Millennial Investor Sees in Uranium | Fabi Lara

    What a Millennial Investor Sees in Uranium | Fabi Lara

    The world needs energy, and nuclear energy appears to be one of the best alternatives for the foreseeable future. Fabi Lara, creator of The Next Big Rush—the media channel with the highest engagement rates in the junior mining industry—explains that nuclear energy's reputation has risen over time as green and secure.

    Lara points out that developing nations are now the ones promoting the use of nuclear energy because it is cost-effective and works regardless of adverse climate conditions. Uranium is a key ingredient for nuclear energy, and its long production process allows investors to spot opportunities before the lag.

    In our weekly Inventa Capital segment, Craig Parry, executive chairman of Vizsla Copper (TSX-V: VCU), reports on the company’s plans over the next six months at the Woodjam Project in British Columbia. The British Columbian Supreme Court has just released the final approval for Viszla Copper to carry out the acquisition of this project.

    Show notes: https://goldnewsletter.com/podcast/what-a-millennial-investor-sees-in-uranium/

    • 37 min
    What Censors Hide about Energy Policy | Amy Cooke

    What Censors Hide about Energy Policy | Amy Cooke

    The rising energy crisis is a political problem. For John Locke Foundation CEO Amy Cooke, an energy policy specialist, innovation has been more effective than non-fossil fuel policies in ensuring a cleaner environment.

    Given many attempts to skew perceptions and push ideological agendas, Cooke argues there should be free speech and open debate regarding energy policy in the United States. This would allow citizens to understand the tradeoffs of non-fossil fuel energy.

    In late October, Gold Bull Resources (TSX.V: GBRC) (OTCQB: GBRCF) filed a preliminary economic assessment for the Sandman Project in Humboldt County, Nevada. CEO Cherie Leeden, in our weekly Inventa Capital segment, reports on the findings and the company’s future endeavors. With a small-scale open-pit mining project, Gold Bull Resources estimates production of 35,000 ounces of gold per annum for five years and a one-year payback period.

    Show notes: https://goldnewsletter.com/podcast/what-censors-hide-about-energy-policy/

    • 38 min
    How Junior Mining Has Evolved Post-COVID | Joe Mazumdar

    How Junior Mining Has Evolved Post-COVID | Joe Mazumdar

    Geologist and mining analyst Joe Mazumdar discusses challenges and opportunities junior mining faces in the Post-COVID era. Companies are leaning towards local management to increase productivity and lessen the impacts from supply-chain disruptions.

    For Mazumdar, the US dollar has an outsized influence on the gold price, as well as other commodities—overshadowing their fundamentals. For that reason, the market sentiment towards gold is negative for US investors but steady for those whose currencies are losing value.

    In our weekly Inventa Capital segment, Michael Konnert, CEO at Vizsla Silver Corp. (TSX-V: VZLA) (NYSE: VZLA) reports on the company’s new stock issuance. Having raised almost $30 million, Vizsla is fully funded for the next year, in which the company will continue with drilling at the Panuco silver-gold project located in Sinaloa, Mexico, and move towards production.

    Show notes: https://goldnewsletter.com/podcast/junior-mining-evolving-post-covid-era/

    • 30 min
    Let Numbers Not Biases Dictate Your Investments | Avi Gilburt

    Let Numbers Not Biases Dictate Your Investments | Avi Gilburt

    Economist and lawyer Avi Gilburt uses nothing but mathematics to manage his investments. Gilburt, founder of the live trading room ElliottWaveTrader.net, argues that charts and waves can help investors beat market sentiment.

    Skyrocketing inflation and Fed measures are examples of factors driving market sentiment, and those investments with the largest number of investors—such as the S&P500—are more susceptible to it. In regards to the bearish gold market, Gilburt contends this market is passing through a corrective phase.

    In late October, Gold Bull Resources (TSX.V: GBRC) (OTCQB: GBRCF) filed a preliminary economic assessment for the Sandman Project in Humboldt County, Nevada. CEO Cherie Leeden, in our weekly Inventa Capital segment, reports on the findings and the company’s future endeavors. With a small-scale open-pit mining project, Gold Bull Resources estimates production of 35,000 ounces of gold per annum for five years and a one-year payback period.

    Show notes: https://goldnewsletter.com/podcast/let-numbers-not-biases-dictate-investments/

    • 33 min
    Opportunity Off the Beaten Path in Europe | Daniel Lacalle

    Opportunity Off the Beaten Path in Europe | Daniel Lacalle

    Daniel Lacalle, a Ph.D. in Economy and fund manager, argues financial crisis was hoovering around Europe long before. In Q4 2019, the German and French economies were at the edge of recession, while the Italian and Spanish economies were weakening significantly.

    For Lacalle, COVID-19 and the Russia-Ukraine war have only been excuses. High intervention levels in policy and energy, high taxes, and challenging demographic conditions are the actual reasons.

    Lacalle also demystifies the fact that the US dollar is performing better than other currencies. “The dollar is stronger because every currency else is worse,” he said.

    In our weekly Inventa Capital segment, Chris Donaldson, executive chairman of Tin One, reports drill results from the Great Pyramid project located in Tasmania, Australia. The ongoing drilling program has returned exceptional high-grade results that continue to identify significant mineralized zones outside the historical resource area.

    Show notes: https://goldnewsletter.com/podcast/opportunity-off-beaten-path-europe/

    • 32 min

Customer Reviews

4.1 out of 5
22 Ratings

22 Ratings

chazboxchops ,

Accesible but substantial

It's easy to make people's heads spin on a podcast, but this show is both entertaining and informative without being overwhelming. A new must-listen!

SilverChart ,

Garbage

If I wanted to hear a clueless right winger speak nonsense about COVID-19 I would listen to FOX news. Total stupidity on the guest’s part. He needs to wake up.

32984756322 ,

gold newsletter podcast

They push extreme right wing politics. They should stick to the gold market and economics.

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