Adam - this is an excellent interview and I follow Kevin and Tavi because they tend to be data driven and have a contrarian view. I really appreciate your channel and all the work you put into it! Thank You! 🙂
I agree with the gents from New Harbor. Gone are the days of set and forget. Well, at least I find it interesting. So hard to make any decisions in such a manipulated crazy environment though.
Another great one Adam. Ravi and Crescat are some of the very best analysts. Doesn't hurt to have Dr Quinton Hennig who just mighty be the greatest geologist on this good earth.
You're right - gold and silver just exploded! Right in your face - for the umpteenth time. But, look on the trite, bright side - it's a great buying opportunity. Kinda reminds me of Dick Cheney's comments about the rising insurgency in Iraq - it's just a sign of desperation, and it'll collapse any day now.
Adam, the Wealthion channel is timely, informative, educational, and intelligent. Your guests are experts who clearly communicate their opinions about current financial events and future trends. And your topics are relevant with appropriate guests for these topics. Lastly, Adam you are a intelligent, knowledgeable, and articulate host whose questions are well-formulated and bring forth excellent answers and information from your guests! Wow! That's a lot of prep, coordination, and logistics! Your boss must be a "slave-driver. "
@ 16m you show PHLX contrasted with gold spot, and Tavi claims that miners should be 60% higher. But compare market cap and this is nonsense. Take Barrick Gold, easier to get market cap data - similar price action as PHLX, with its 2020 peak roughly half of 2010 peak. But it hit the same market cap then as in 2010, matching gold spot hitting its 2010 peak. Miners are not undervalued relative to gold, the chart just ignores dilution!
I can concede on the psychological warfare it feels to be in, not having joined the "party" for the last 1½ year. I'm really afraid that all the insiders controlling government and central banks policies have personal interests in the stock markets going up and inflation going higher. And I'm afraid it can continue for very long because the savers and people with little or no stock exposure are in reality paying for this. The FED seems prepared to do whatever it takes to keep it going because the alternative is unacceptable for them. As long as the world is dependent on the dollar I fear they can continue with success with this strategy.
The Fed is pulling out $15 billion per/month by Jan that will be $45 billion, followed by another $70 billion the next few months and higher interests rates. imo People seem to only believe the FED when when they say they are QE not tapering, seems like recency bias?
I'm actually quite positive on the Hong Kong market with negative sentiment and low valuation, mostly some resources stock, value companies with high dividends, although I'm not touching real estate companies yet. Maybe I should revisit my thesis... Thanks for the video.
P.S.- Your summation and recapitualations are accurate and complete and facilitate our understanding, learning, and memory of the major points and conclusions.
In essence almost everybody is making money off of you if they’re on TH-cam taking about it. The point here is to not listen to people who are predicated on making money off of managing your money IN A CERTAIN industry. If these guys are focused on precious metals then they literally have nothing else they could say. That and all the mental biases that shape their thinking in a potentially wrong way
Yes, I find the use of that descriptor irritating. It's become very popular among the financial content provider types and the analysts they interview. So I won't hold it against Adam, per se. But once upon a time, words like sector, area, category, etc., sufficed well enough. 🤓
If not for the fact that $3T has gone into crypto currencies gold would have been way higher. Let's see what happens to bitcoins when the markets fall hard.
I’ve been listening to these cheerleaders for 37 years of accumulating AU/AG. The LBMA and JPMorgan et al will keep them both suppressed for decades. I’m personally getting tired of this shit.
It seems like Lucie, Charlie Brown, and the football kick setup. THE MANIPULATORS WON'T JERK THE BALL AWAY JUST AS IT IS TIME FOR THE KICK-OFF AGAIN WILL THEY?
Just remember we herd same spoo. 2011 last silver crash don't over invest I think we got get worse $17 silver I think miners currenty happy sell it for that...they did it for 10 years
Me thinketh there seem to be so many expert, seasoned investors that are and were., from a year and more ago screaming quick, hurry buy your gold and silver now before its too late. Makes it hard to decide whether these are the boys and girls crying wolf or Noah preaching that's it's going........to rain!@!?😝🤪😜😎
First , I'm a gold bug but the thing that's on my mind is manipulation of the gold market . Bitcoin can not , at least not as much , the only thing bad about Bitcoin is this crazy Fed . and rules . Dammed if you do dammed if you don't . Good interview .
One of the defining value or worth of a financial planner is who will show you where his money is, vs where they want your money to be. They may be wrong, but they as they say, have put their money where their mouth is. I like New Harbor, will Check em out.
It's the same as always "one day metals will run..." Meanwhile these guys missed every great trade of the last 10 years+. Unless Gromen is right, and the USA reprices gold (essentially monetizes it to eat deficit), these guys are going to have their lunch handed to them.
And their ass!!! It’s like a broken record with all these guys they point to single day or month events over last 100 years but totally miss the economic and technology transitions
@@aorolecall it’s true. But japan has a massive demographic problem. Time will tell if stocks will be the best or worst investment. Certainly the dollar isn’t a good investment. Gold is barely keeping up with inflation.
Do you guys think Great Panther Mining ticker GPL will rise up as well? I just bought 3860.00 of shares at 0.26 which is 14,647 shares. Praying this rockets down the road to 2.00 dollars or higher
@@Risingphoenix888 cool Ill just hold through the storm. It has shown in the past its bounced back from these prices. Thats what im betting on. And also. Increasing chance of a market correction.
Tin is only 1,2 USD per oz would say its the most cheapest metal on planet earth. Also less in the stock piles than silver and number 1 green technology metal needed for the shift
Feels like I've been watching the same video for a decade. "Any minute now, any minute now, any minute now". Anyone who still believes this bull after a thousand videos is engaging in wishful thinking.
Debt to Assets, to Cash flow, to sustainability of constant increase of Sales, to justify that Debt. And politics. Always politics. The government has that unique advantage of forcing one to pay whether one likes it or not. Businesses not so much, though certain industries have products one must use e.g. Archer Daniels (food). One of Problems I have with technical analysis is that it always explains past events, but not so good in prophesying future events. The plans of mice and men often goes astray, and peering into entrails to ascertain the Future while fun to some is on the final “analysis” jus looking at yucky goop. Adam, you need to bring on some guests that are politically savvy as well. Politics / ideology has much more to do with a success of an economy than anything else. People produce. People destroy. Politics is all about people, and the 800# gorilla in the room who will determine our future (excepting God of course) will be a political animal.
This was one large interesting advertisement for rich investors. There's no way they even let small investors into these funds this company offers. Never take advice from somebody that selling you something.
You can always buy physical silver and miner like the majority of retail investors. These fund manager just tell you what they do, doesn't mean you have to follow.
Fuel costs and even availability and other input costs are the 800 lbs gorilla in the miners. Along with jurisdiction risk of course. And with the nuts in the White House and the psychotic energy secretary, the USA is definitely not lower risk IMHO. I’d rather be in some African countries.
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Adam - this is an excellent interview and I follow Kevin and Tavi because they tend to be data driven and have a contrarian view. I really appreciate your channel and all the work you put into it! Thank You! 🙂
It is unlikely that gold will explode since it is chemically inert.
I agree with the gents from New Harbor. Gone are the days of set and forget. Well, at least I find it interesting. So hard to make any decisions in such a manipulated crazy environment though.
Another great one Adam. Ravi and Crescat are some of the very best analysts. Doesn't hurt to have Dr Quinton Hennig who just mighty be the greatest geologist on this good earth.
This isn't just a stock market bubble it's a everything bubble. Housing and debt are bubbles too.
Everything except gold, silver, and related precious metal companies/equities
Not bubbles. They are rationally priced based on the feds actions.
I wouldn't say they are rationally priced. If you look at them based on cash flow and risk they are way over valued.
@@jimflynn9728 k. Good luck staying out the market. The fed gonna print another $20T this decade.
Agreed the mother of all bubbles.
You're right - gold and silver just exploded! Right in your face - for the umpteenth time. But, look on the trite, bright side - it's a great buying opportunity. Kinda reminds me of Dick Cheney's comments about the rising insurgency in Iraq - it's just a sign of desperation, and it'll collapse any day now.
Are inverse ETFs an option? Meaning, betting against the market ?
Adam, the Wealthion channel is timely, informative, educational, and intelligent. Your guests are experts who clearly communicate their opinions about current financial events and future trends. And your topics are relevant with appropriate guests for these topics. Lastly, Adam you are a intelligent, knowledgeable, and articulate host whose questions are well-formulated and bring forth excellent answers and information from your guests! Wow! That's a lot of prep, coordination, and logistics! Your boss must be a "slave-driver. "
gold already lost over $100 since this video! so much for inflation hedge!
@ 16m you show PHLX contrasted with gold spot, and Tavi claims that miners should be 60% higher. But compare market cap and this is nonsense. Take Barrick Gold, easier to get market cap data - similar price action as PHLX, with its 2020 peak roughly half of 2010 peak. But it hit the same market cap then as in 2010, matching gold spot hitting its 2010 peak. Miners are not undervalued relative to gold, the chart just ignores dilution!
Couldn’t the cup and handle formation in gold also be a double top? I hope not.
I can concede on the psychological warfare it feels to be in, not having joined the "party" for the last 1½ year. I'm really afraid that all the insiders controlling government and central banks policies have personal interests in the stock markets going up and inflation going higher. And I'm afraid it can continue for very long because the savers and people with little or no stock exposure are in reality paying for this. The FED seems prepared to do whatever it takes to keep it going because the alternative is unacceptable for them. As long as the world is dependent on the dollar I fear they can continue with success with this strategy.
Lets go brandon
💩
The Fed is pulling out $15 billion per/month by Jan that will be $45 billion, followed by another $70 billion the next few months and higher interests rates. imo People seem to only believe the FED when when they say they are QE not tapering, seems like recency bias?
What about an upcoming correction? Gold and Silver will correct with the rest of the market. Would that not be a better time to start a position?
Nice video. "Valuations don't matter until they do." Great quote. Definitely musical chairs.
Can interview Russell Napier and Felix Zulauf?
Oops. That was bad timing.
I'm actually quite positive on the Hong Kong market with negative sentiment and low valuation, mostly some resources stock, value companies with high dividends, although I'm not touching real estate companies yet. Maybe I should revisit my thesis... Thanks for the video.
Wean off the trade at $1900 if you already have a profit.
Guest provide some valuable and interesting information. Will certainly be visiting my portfolio.
what inning??? we are still in the minor leagues, metals crushed again the last two days...right on options expirations!
P.S.- Your summation and recapitualations are accurate and complete and facilitate our understanding, learning, and memory of the major points and conclusions.
What about copper?
Adam get Jeff Snider on
Well this video didn't age well.
Great content as always, Adam. Keep it up!
I would love to see Rick rule on your program
Today's your lucky day: th-cam.com/video/04xBgJ2yLR8/w-d-xo.html
Thank you this interview was amazing 👏.
I’m not buying any paper, even miners.
Fantastic interview and guests, really informative..
Thank you.
Good discussion. Kevin you need to get glasses with anti-reflective coatings.
What do you think about emerging markets?
Sounds like these guys follow Peter Schiff.
Never take advice from anyone who makes money off of you. ANYBODY.
TH-cam I heard this stuff 2011 only were less bullish cuss miners sold it like toliet paper
In essence almost everybody is making money off of you if they’re on TH-cam taking about it.
The point here is to not listen to people who are predicated on making money off of managing your money IN A CERTAIN industry. If these guys are focused on precious metals then they literally have nothing else they could say. That and all the mental biases that shape their thinking in a potentially wrong way
Elon Musk just bought $420 million in silver, he must know something I don't...
If only this optimism was backed by real action.
Shorting mega caps is silly. They’re all fairly valued. 20-30 PE is not overvalued
TIMING IS KEY....BUT PELETON N MEAT N OTHERS INCLUDING MODERNA WILL COLLAPSE
"In THIS space"?
As opposed to what other "space"
Yes, I find the use of that descriptor irritating. It's become very popular among the financial content provider types and the analysts they interview. So I won't hold it against Adam, per se. But once upon a time, words like sector, area, category, etc., sufficed well enough. 🤓
Gold is an inert metal and can't explode.
If not for the fact that $3T has gone into crypto currencies gold would have been way higher. Let's see what happens to bitcoins when the markets fall hard.
I’ve been listening to these cheerleaders for 37 years of accumulating AU/AG. The LBMA and JPMorgan et al will keep them both suppressed for decades. I’m personally getting tired of this shit.
The world is full of dreamers that go bust when the s--t hits the fan?
Thank you Adam, Keith, and Tavi! Fascinating presentation. Looking forward to diving in to the Crescat paper.
It seems like Lucie, Charlie Brown, and the football kick setup. THE MANIPULATORS WON'T JERK THE BALL AWAY JUST AS IT IS TIME FOR THE KICK-OFF AGAIN WILL THEY?
Just remember we herd same spoo. 2011 last silver crash don't over invest I think we got get worse $17 silver I think miners currenty happy sell it for that...they did it for 10 years
Tesla's valuation is not magic. The growth potential for Tesla is greater than any other company out there, IMO.
Good for musk.
Hong Kong is not a country, it's a Chinese province. The same for Taiwan. At least according to the Chinese.
Im hearing this kind of talk for more then 10years ...
Me thinketh there seem to be so many expert, seasoned investors that are and were., from a year and more ago screaming quick, hurry buy your gold and silver now before its too late.
Makes it hard to decide whether these are the boys and girls crying wolf or Noah preaching that's it's going........to rain!@!?😝🤪😜😎
First , I'm a gold bug but the thing that's on my mind is manipulation of the gold market . Bitcoin can not , at least not as much , the only thing bad about Bitcoin is this crazy Fed . and rules . Dammed if you do dammed if you don't . Good interview .
One of the defining value or worth of a financial planner is who will show you where his money is, vs where they want your money to be.
They may be wrong, but they as they say, have put their money where their mouth is.
I like New Harbor, will Check em out.
It's the same as always "one day metals will run..." Meanwhile these guys missed every great trade of the last 10 years+. Unless Gromen is right, and the USA reprices gold (essentially monetizes it to eat deficit), these guys are going to have their lunch handed to them.
15% annualized inflation makes everyone losers regardless of how good stocks have performed in the past.
@@contrariandealer3466 agree. Stocks are the cleanest dirty shirt. But yet still insufficient to combat inflation
I'm sure the people that put all their money in the nikkei before it crashed thought it wouldn't lose
And their ass!!! It’s like a broken record with all these guys they point to single day or month events over last 100 years but totally miss the economic and technology transitions
@@aorolecall it’s true. But japan has a massive demographic problem. Time will tell if stocks will be the best or worst investment. Certainly the dollar isn’t a good investment. Gold is barely keeping up with inflation.
why would anyone buy gold/crypto, when income inequalities one of the highest as per narrative?
You lost me.
Do you guys think Great Panther Mining ticker GPL will rise up as well? I just bought 3860.00 of shares at 0.26 which is 14,647 shares. Praying this rockets down the road to 2.00 dollars or higher
If they don’t go bust you should do very nicely. I bought some in 2019 at 88 cents a share. Been a painful ride down but only bought 2k.
@@Risingphoenix888 cool Ill just hold through the storm. It has shown in the past its bounced back from these prices. Thats what im betting on. And also. Increasing chance of a market correction.
It's a rigged market! I curse the day I bought silver! The Garbage Metal!
4th
Tin is only 1,2 USD per oz would say its the most cheapest metal on planet earth. Also less in the stock piles than silver and number 1 green technology metal needed for the shift
I think gold has one more gut punch in store before it goes
Feels like I've been watching the same video for a decade. "Any minute now, any minute now, any minute now". Anyone who still believes this bull after a thousand videos is engaging in wishful thinking.
This is all good but you must know the powers that be will do everything they can to prevent this rotation from happening.
Debt to Assets, to Cash flow, to sustainability of constant increase of Sales, to justify that Debt.
And politics. Always politics.
The government has that unique advantage of forcing one to pay whether one likes it or not.
Businesses not so much, though certain industries have products one must use e.g. Archer Daniels (food).
One of Problems I have with technical analysis is that it always explains past events, but not so good in prophesying future events.
The plans of mice and men often goes astray, and peering into entrails to ascertain the Future while fun to some is on the final “analysis” jus looking at yucky goop.
Adam, you need to bring on some guests that are politically savvy as well.
Politics / ideology has much more to do with a success of an economy than anything else. People produce. People destroy. Politics is all about people, and the 800# gorilla in the room who will determine our future (excepting God of course) will be a political animal.
This was one large interesting advertisement for rich investors.
There's no way they even let small investors into these funds this company offers.
Never take advice from somebody that selling you something.
You can always buy physical silver and miner like the majority of retail investors. These fund manager just tell you what they do, doesn't mean you have to follow.
Gold is about to explode !!! then it falls of the cliff.
Gold hasn't moved in this inflation? Are you sure?
Bad day
Fuel costs and even availability and other input costs are the 800 lbs gorilla in the miners. Along with jurisdiction risk of course. And with the nuts in the White House and the psychotic energy secretary, the USA is definitely not lower risk IMHO. I’d rather be in some African countries.
Russia is golden for gold
The nuts in power in Canada are a wild card as well. All communists! They know what’s best for us ! 😂🤣