Podcast Episodes 201-250
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Ep. 250: The Recipe for a Winning Mining Portfolio
Fergus Hodgson, October 13, 2021
Keeping track of mining firms can be complex and challenging. John Feneck, owner of Feneck Consulting, offers tips and strategies that have made him a successful portfolio manager in the mining and energy sectors. More…
Ep. 249: How the Fed Has Downplayed, Concealed Inflation
Fergus Hodgson, October 8, 2021
Economic data and the job market keep rebutting the official narrative inflation is transitory. Albert Lu, founder and CEO of Luma Financial, argues higher inflation is coming as the Federal Reserve’s usual tools become ineffective. More…
Ep. 248: Beat the Bear Market, Read the Crowd
Fergus Hodgson, September 29, 2021
Understanding the mood of markets is key to anticipating big moves. Steven Hochberg, the chief market analyst with Elliott Wave International, explains what previous exits from pandemics can teach investors and why he believes a bear run is ahead of us. More…
Ep. 247: Why Bubbles Won’t Go Away Anytime Soon
Fergus Hodgson, September 21, 2021
Bubbles have been a staple of financial markets everywhere—and will continue to be for the foreseeable future. Matthias Weber, a finance professor at the University of St. Gallen. in Switzerland, has found out that neither investor experience nor sophistication eliminates financial bubbles. More…
Ep. 246: The Fed’s Shifting Goalposts for Inflation
Fergus Hodgson, September 14, 2021
For portfolio manager Otavio Costa, the Federal Reserve may hike interest rates to appease inflation expectations, but it cannot do so sustainably in the long term. He argues the Fed’s real mandate is the suppression of those rates to keep the economy afloat. More…
Ep. 245: How the Fed’s Poker Face Will Come Undone
Fergus Hodgson, September 9, 2021
The inflation genie is out of the bottle, and the Federal Reserve can convince the market of the opposite for only so long. Rich Checkan, COO and president of Asset Strategies International, argues gold is the most underappreciated asset right now given increasing inflation expectations. More…
Ep. 244: Why Inflation Is Here to Stay
Fergus Hodgson, August 30, 2021
The debate between temporary and permanent inflation is heating up, and Lyn Alden, an independent financial researcher and publisher, provides the key insights on how to ride out the wave with precious metals. More…
Ep. 243: The Perfect Storm for Uranium
Fergus Hodgson, August 23, 2021
The persistence of high inflation, low Treasury yields, and loose monetary policy will continue to offer a bullish scenario for commodities. Gerardo del Real argues investors who get into uranium and gold now stand to gain handsomely. More…
Ep. 242: What Will Happen to Precious Metals When Stagflation Hits
Fergus Hodgson, August 9, 2021
The unprecedented government debt and spending are laying the groundwork for stagflation in the United States. Dana Samuelson, founder of American Gold Exchange and past president of the Professional Numismatists Guild, argues now is the time to get into gold and silver. More…
Ep. 241: Why Bitcoin Remains the Crypto Gold Standard
Fergus Hodgson, August 2, 2021
Despite increasing competition from other cryptocurrencies and scrutiny from regulators, bitcoin remains the king of digital assets. For Adam Dubove, cofounder of the trading community Ichimoku Fibonacci, bitcoin is a breakthrough in the history of money. More…
Ep. 240: What Green Energy Demands from Miners
Fergus Hodgson, July 27, 2021
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. More…
Ep. 239: Winning Strategies to Combat Inflation
Fergus Hodgson, July 19, 2021
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. More…
Ep. 238: How Thom Calandra Spots Mining Tenbaggers
Fergus Hodgson, July 12, 2021
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. More…
Ep. 237: A Trader Shares Which Biases Move Markets
Fergus Hodgson, July 6, 2021
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. More…
Ep. 236: Climate Alarmism’s Gift to China
Fergus Hodgson, June 30, 2021
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. More…
Ep. 235: The Truth about Modern Monetary Theory
Fergus Hodgson, June 22, 2021
The rise of Modern Monetary Theory (MMT) in policy and academic circles is changing the discussion on government spending and taxation. For Steven Globerman, a university professor and a Fraser Institute scholar, MMT is an old idea in new clothes. More…
Ep. 234: How to Find Mining Wisdom amid Information Overload
Fergus Hodgson, June 14, 2021
Unlike others, mining is still an industry where retail investors can really get their teeth into it. For Frik Els, editor of Mining.com, there are great opportunities for the well-informed observer. More…
Ep. 233: The Mining Bull Run Has Only Just Begun
Fergus Hodgson, June 8, 2021
The fundamentals of mining companies across the board are improving. For John Feneck, a precious-metal and mining consultant, it is just a matter of time before we start seeing upside momentum. More…
Ep. 232: Why Now Is the Time for Royalty Companies
Fergus Hodgson, June 1, 2021
Precious-metals exploration and development have seen shrinking investment over the last years. That trend is about to reverse, says David Garofalo, CEO of Gold Royalty Corp. More…
Ep. 231: Don’t Drown in the Money Flood
Fergus Hodgson, May 25, 2021
The past year has seen unprecedented monetary and fiscal expansion. For Mike Larson, a senior analyst with Weiss Ratings, this has encouraged risky behavior in Wall Street and yield-chasing among retail investors. More…
Ep. 230: What Progressivism Has Done to America
Fergus Hodgson, May 21, 2021
How did an anti-American mindset become the predominant one in the United States? James Ostrowski, a lawyer, author, and former political campaigner, traces the rise of progressivism back to World War I and advocates for direct citizen action rather than voting. More…
Ep. 229: Mounting Evidence of Silver-Market Manipulation
Fergus Hodgson, May 6, 2021
Traders and analysts have been observing seemingly inexplicable price drops in the silver market over the last months. Chris Marcus, a former Wall Street trader and the owner of Arcadia Economics, argues manipulation by banks and regulators is becoming clearer than ever. More…
Ep. 228: Spot Substance over Style in Junior Mining
Fergus Hodgson, April 28, 2021
Despite increasing retail interest in gold and silver, junior mining remains an undervalued industry. Tracy Weslosky, CEO of Investor Intel, argues investors willing to put in the work to learn about this market can do very well for themselves. More…
Ep. 227: How to Spot a Gold Breakout
Fergus Hodgson, April 19, 2021
Contrary to gold bugs’ optimism, precious metals have been sluggish amid the pandemic. Jordan Roy-Byrne, editor and publisher of the Daily Gold, still believes a gold rally is on the horizon and points to key catalysts. More…
Ep. 226: Brent Cook’s Mining Stocks for Post-Covid Bull Run
Fergus Hodgson, April 12, 2021
As the global economy gets back on its feet, metals are looking at a bull run thanks to restarting infrastructure and mining investments. Brent Cook, the legendary geologist and independent analyst, lays out a winning strategy for post-pandemic recovery. More…
Ep. 225: Why Retirement Rules Need an Update
Fergus Hodgson, March 31, 2021
A world of low interest rates makes a world of difference to planning for retirement. Aaron Filbeck explains the old investment rules and the usual portfolio compositions are no longer enough to secure meaningful returns. More…
Ep. 224: Digital Banks for the Digital World
Fergus Hodgson, March 24, 2021
Cryptocurrencies do away with intermediaries and enable direct, peer-to-peer transactions. So why are crypto banks emerging? Diogo Mónica, president and cofounder of Anchorage, explains why safekeeping digital assets is like safekeeping gold. More…
Ep. 223: Get Ready for Crypto Loans, Securities
Fergus Hodgson, March 16, 2021
Initial Coin Offerings burst onto the financial scene a few years ago, and new cryptoassets keep showing up. Lukas Hofer, an analyst, writer, and advisor, guides newcomers through decentralized finance and why he believes crypto loans will only increase. More…
Ep. 222: What Collapse Will Look Like in America
Fergus Hodgson, March 11, 2021
Despite the economic and technological progress in the world, politics is devolving. Max Borders, a futurist author, speaker, and director of the nonprofit Social Evolution, argues the United States will collapse as its core values vanish. More…
Ep. 221: Gold Bulls Have Data on Their Side
Fergus Hodgson, February 22, 2021
Monetary expansions by governments around the globe continue unabated to finance pandemic stimulus packages. Yvo Timmermans, a portfolio manager from the Netherlands focused on real-estate securities, makes three bullish cases for gold. More…
Ep. 220: How You Can Partake in the Blockchain Boom
Fergus Hodgson, February 15, 2021
Ethereum and other blockchain projects that spun off from bitcoin have taken off, creating a market of their own. Andreas Vlachos, a fintech consultant and instructor, guides newcomers and warns of potential scams. More…
Ep. 219: Can Bitcoin Dethrone Gold as Hard Money?
Fergus Hodgson, February 8, 2021
Bitcoin’s meteoric rise in 2021 so far has investors wondering whether it will overtake gold as the preferred inflation hedge. Nick Giambruno, chief analyst of The Casey Report and Crisis Investing, argues the cryptocurrency, despite its volatility, is more convenient and therefore more suitable for the global online economy. More…
Ep. 218: Don’t Be the Sucker: Why Investing Beats Trading
Fergus Hodgson, February 1, 2021
The recent fever of commission-free trading apps has ushered in a new generation of investors. Brien Lundin, the editor of the Gold Newsletter and an experienced mining and precious-metals investor, lists the perils of day trading. More…
Ep. 217: What Brexit Foretells for Northern Ireland
Fergus Hodgson, January 25, 2021
While Brexit is finally happening, there’s one country within the United Kingdom that will maintain closer ties with the European Union: Northern Ireland. Maurizio Liberante, the founder of Economics Alumni and the Discourse Institute, explains how the special arrangement is creating both benefits and problems for the Northern Irish. More…
Ep. 216: The Problem with Record-Low Interest Rates
Fergus Hodgson, January 18, 2021
Interest rates in developed countries have been falling for years as governments prop up economies with easy credit. For Keith Weiner, CEO of Monetary Metals, this cheap borrowing comes at the expense of capital productivity, ultimately eroding trust in fiat currencies such as the dollar. More…
Ep. 215: China’s Ambitions Unmasked
Fergus Hodgson, January 11, 2021
Countries around the world are waking up to the Chinese government’s real intentions: eroding US influence and exporting its authoritarian model, argues Zineb Riboua, founder of the China in the Middle-East and North Africa (MENA) Project. More…
Ep. 214: The Year American Exceptionalism Ends
Fergus Hodgson, January 4, 2021
The dollar’s global hegemony persists in part due to the US government’s sway in international affairs. For Charles Goyette, a leading libertarian author and political analyst, that influence is coming to an end—fast. More…
Ep. 213: Who Wins, Loses from COVID-19 Controls
Fergus Hodgson, December 28, 2020
The COVID-19 pandemic has unleashed panic all over the world. For Barry Cooper, a professor of political science at the University of Calgary, politicians and bureaucrats are thriving, taking power away from frightened citizens. More…
Ep. 212: What All Booms, Busts Have in Common
Fergus Hodgson, December 21, 2020
Financial bubbles have grown more frequent and globalized over the past decades. For John D. Turner, a professor of finance and financial history, there is possibly one growing now in the US tech industry, with wide-ranging ramifications. More…
Ep. 211: Economic Freedom on the Ropes in Canada
Fergus Hodgson, December 14, 2020
Economic freedom in Canada has fallen back to 2013 levels in the latest annual report by the Fraser Institute. To learn why, we interview the economist and resident fellow Fred McMahon. More…
Ep. 210: Why MMT Is Already US Policy
Fergus Hodgson, December 7, 2020
Modern Monetary Theory (MMT) used to be an outlandish thought experiment from starry-eyed academics. George Gammon, a real estate investor and financial educator, explains MMT now finds an echo in the US government’s stimulus response to the COVID-19 pandemic. More…
Ep. 209: The Tactics of Communism, Then and Now
Fergus Hodgson, November 23, 2020
Despite failing repeatedly across the world, communism refuses to go away. For Roman Skaskiw, a crypto-entrepreneur based in Ukraine and a US veteran, communism is more popular than ever in the United States. More…
Ep. 208: The Fed’s Thousand Cuts to the Rule of Law
Fergus Hodgson, November 16, 2020
Almost every country in the world has a central bank with a monopoly on money and that is independent of politics. But is it? For economics professor Alex Salter, the US government’s pressure on the Federal Reserve to help it finance deficits is larger than ever. More…
Ep. 207: How Crypto Investments Became Mainstream
Fergus Hodgson, November 9, 2020
Once dismissed as fringe, highly speculative investments, cryptocurrencies are now being embraced by some of the world’s top financial firms. Daniele Bianchi, a professor of finance and a hedge-fund consultant, has found in his research that cryptocurrencies provide a clear opportunity for diversification. More…
Ep. 206: Debra Soh: Freethinkers Are Leaving Academia
Fergus Hodgson, November 2, 2020
Debra Soh, a neuroscientist, public intellectual, and columnist, explains not even tenure protects independent researchers anymore. She argues activists have taken over the academy from within and that scientists have to adjust their research to please the public. More…
Ep. 205: Why Austrian Economics Is on the Rise
Fergus Hodgson, October 20, 2020
The internet has ushered in an explosion of heterodox views on economics and finance. One of those movements swimming against the current is the Austrian school of economics. For Dickson Buchanan, a relationship manager with Monetary Metals, the appeal of Austrian economics lies in its humility. More…
Ep. 204: Why America Cannot Survive without Capitalism
Fergus Hodgson, October 12, 2020
A growing anti-capitalist mentality is sweeping the United States. For Robert Shoss, a lecturer at the University of Houston and private investor, young people’s confidence in the system that made the country great is on the wane, undermining economic opportunities for all. More…
Ep. 203: What Happens When States Cannot Pay Their Bills
Fergus Hodgson, October 5, 2020
Most citizens are unaware that US states that claim to balance their budgets are actually stiffing creditors and taxpayers. Sheila A. Weinberg, the founder and CEO of Truth in Accounting, explains how state governments’ accounting gimmicks obscure the true state of their finances. More…
Ep. 202: How Blockchain Is Changing Gold Contracts
Fergus Hodgson, October 1, 2020
Blockchain technology has disrupted several industries, and gold is no exception. Jon Deane, a former investment manager and the CEO of Infinigold, argues why tokenized gold is the future for long-term holding in the digital era. More…
Ep. 201: How a Geologist Picks Mining Stocks
Fergus Hodgson, September 23, 2020
Investing in mining companies without specialized knowledge can be daunting, but it is not impossible. Erika Sweeney, a geological engineer by training and investor by trade, shares tips for non-geologists. More…
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