Over this year there has been a lot of flawed analysts on copper. China downturn and possible economical recession has to be clarified prior to copper movement opinions.
8:58 the answer is Gold investment is being “distracted” by both: Chip/Tech stocks, Cryptos. Once those “break”, look out. Until there is a currency system reset they will continue to inflate the dollar value to zero.
Fascinating SMR lesson. Also, couldn't agree more regarding multiple black swan events more likely than not. Cold beef stew NYE 2029? BEEF!! Not if Klaus gets his way.
How did Leigh find that out about Total? Total accepting renminbi for LNG? Edit: not news that Total is supplying China with nat gas... news that they are accepting China's currency though It seems like you/he has a source?
Silver is in a year over year deficit. There does not appear to be any reason to believe that will change in the near or mid term. In my assessment, that makes silver a more attractive investment. Silver has actual strong and rising industrial demand as well as the hard asset monetary demand aspect in addition to being Increasingly rare. It is somewhat different than past bull market scenarios
39:00 Did I misunderstand or falsely remember a recent G&R report that suggests that copper demand will increase because of build outs in India, Indonesia, etc.? So what if renewables are dud? Global copper supply/demand fundamentals are still bullish, eh? Edit: This is the push back. Have you rotated? And how will that new nuclear electricity get transmitted? So don't buy more, but if we're already in, it's okay? Just dividends (yay!), not growth?
I still have not heard a rational explanation why the miners are seriously lagging the spot gold price. My view is: 1. The gold bug pumpers have burnt a lot of investors in the past creating fear in the market. Gold ETF's taking money out of the miners which did not exist in the past. Poor management and decisions by some gold miners. Crypto market investments taking money out of the gold market. My strategy on miners is to short term trade momentum on under priced performers.
Most all of the above. The issue is we're early. Learn how to cull the real projects / mines from the scammers, and buy (and hold until silver outperforms gold, then sell) hand over fist now. It's just early.
I’ve heard the explanation that it was central banks buying gold, not western investors yet. The central banks buy gold itself, not mining equities. Once the western investor joins in on the bull market, miners will rerate 🤷♂️ Seemed reasonable to me
The world is out Stephen. After the ADR desaster, the trust is gone. I can stack metal in Asia, but not miners. Canada and US have no pm reserves. Confiscations are clear to expect or of course another theft.
❓ Is the outlook for copper overblown? Tell us in the comments!
Over this year there has been a lot of flawed analysts on copper. China downturn and possible economical recession has to be clarified prior to copper movement opinions.
50$ a pound copper is in our future
Thank you for your wonderful guests and your interviews done with class, Charlotte. Your interviews with a cold glass of beer is a perfect evening.
Thanks Charlotte for your interview with Mr. Goehring. 👍👍
Incredibly passionate and knowledgeable guest, Charlotte!
Great interview! Thank you so much! Regards from Germany
Great interview, thank you Charlotte.
Wow! Lyn Alden's looking a lot different these days
8:58 the answer is Gold investment is being “distracted” by both:
Chip/Tech stocks,
Cryptos.
Once those “break”, look out.
Until there is a currency system reset they will continue to inflate the dollar value to zero.
_.......keep stack'n the metals folks !_
That was a great interview
Many Thanks !
He is the the commodities analyst in my opinion
Fascinating SMR lesson. Also, couldn't agree more regarding multiple black swan events more likely than not.
Cold beef stew NYE 2029? BEEF!! Not if Klaus gets his way.
Great content !!!!!!!
How did Leigh find that out about Total? Total accepting renminbi for LNG?
Edit: not news that Total is supplying China with nat gas... news that they are accepting China's currency though
It seems like you/he has a source?
Super interview. Great questions. Leigh has such a wealth of knowledge. Thanks so much!
Great interview...thanks
Silver is in a year over year deficit. There does not appear to be any reason to believe that will change in the near or mid term. In my assessment, that makes silver a more attractive investment. Silver has actual strong and rising industrial demand as well as the hard asset monetary demand aspect in addition to being
Increasingly rare.
It is somewhat different than past bull market scenarios
Nice job!! I think Lou Gehrig would be very proud of Leigh Goehring. Just saying
Oil goes up gold stocks tank, gold price moves higher almost all gold stocks sell off or don't move.
Legend
39:00 Did I misunderstand or falsely remember a recent G&R report that suggests that copper demand will increase because of build outs in India, Indonesia, etc.? So what if renewables are dud? Global copper supply/demand fundamentals are still bullish, eh? Edit: This is the push back. Have you rotated? And how will that new nuclear electricity get transmitted? So don't buy more, but if we're already in, it's okay? Just dividends (yay!), not growth?
If the usa wants resources from the BRICS. Do you think they will accept an unbacked currency. Not a chance.
oklo
terra power
when he talks about energy efficiency he isnt clear,
I still have not heard a rational explanation why the miners are seriously lagging the spot gold price. My view is:
1. The gold bug pumpers have burnt a lot of investors in the past creating fear in the market. Gold ETF's taking money out of the miners which did not exist in the past. Poor management and decisions by some gold miners. Crypto market investments taking money out of the gold market. My strategy on miners is to short term trade momentum on under priced performers.
Mean reversion will likely return when fundamentals of gold producers force institutions & generalists to buy
buy physical, miners are a waste of time
Most all of the above. The issue is we're early. Learn how to cull the real projects / mines from the scammers, and buy (and hold until silver outperforms gold, then sell) hand over fist now. It's just early.
I’ve heard the explanation that it was central banks buying gold, not western investors yet. The central banks buy gold itself, not mining equities. Once the western investor joins in on the bull market, miners will rerate 🤷♂️ Seemed reasonable to me
The world is out Stephen. After the ADR desaster, the trust is gone. I can stack metal in Asia, but not miners. Canada and US have no pm reserves. Confiscations are clear to expect or of course another theft.
I don't think you're a expert in nuclear power.
neither are you
@@rickfool1452 That make two of us.
@@joe-hp4nk i never made a claim that someone is or isn't. he knows more than u for sure.
@@rickfool1452 Really
@joe-hp4nk ye