Leigh Goehring: Gold's "Massive Bull Market" Just Starting; Uranium and Copper Outlook

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  • Опубліковано 26 лис 2024

КОМЕНТАРІ • 52

  • @InvestingNews
    @InvestingNews  21 день тому +4

    ❓ Is the outlook for copper overblown? Tell us in the comments!

    • @stephenpaul4258
      @stephenpaul4258 21 день тому +4

      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.

    • @tesskansas
      @tesskansas 21 день тому

      50$ a pound copper is in our future

  • @whiterabbit3439
    @whiterabbit3439 19 днів тому +6

    Incredibly passionate and knowledgeable guest, Charlotte!

  • @derspreewalder2286
    @derspreewalder2286 21 день тому +6

    Thanks Charlotte for your interview with Mr. Goehring. 👍👍

  • @DanBergman-td1uc
    @DanBergman-td1uc 18 днів тому +8

    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

    • @Myth-zd6ko
      @Myth-zd6ko 5 днів тому +1

      The new solar panels require much more silver than te old ones. If we continue to build out solar which are very likely it will be enough to push silverdemand much higher. Or if Siemens new battery which also requires more silver really takes off. The fundamental demand for silver is much more attractive IMHO.

  • @dorotheasaragi178
    @dorotheasaragi178 21 день тому +4

    Great interview! Thank you so much! Regards from Germany

  • @anthonyjowers1923
    @anthonyjowers1923 20 днів тому +1

    He is the the commodities analyst in my opinion

  • @danoneill2846
    @danoneill2846 21 день тому +5

    Many Thanks !

  • @littlejohnjp
    @littlejohnjp 18 днів тому

    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.

  • @lorilacour7816
    @lorilacour7816 19 днів тому +2

    That was a great interview

  • @HML-it7te
    @HML-it7te 21 день тому +5

    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.

  • @Sprintervan
    @Sprintervan 21 день тому +5

    Great interview, thank you Charlotte.

  • @miket2916
    @miket2916 19 днів тому +2

    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?

  • @michael-z3n7t
    @michael-z3n7t 21 день тому +5

    Great content !!!!!!!

  • @VancouverStacker
    @VancouverStacker 21 день тому +5

    _.......keep stack'n the metals folks !_

  • @silverBullAU
    @silverBullAU 2 дні тому

    very interesting info around the SMRs design around molten salt

  • @KILBY999.9
    @KILBY999.9 19 днів тому +1

    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.

  • @WinfieldMacDonald
    @WinfieldMacDonald 20 днів тому

    Great interview...thanks

  • @DaveG-qd6ug
    @DaveG-qd6ug 16 днів тому

    Love you both, thanks so much !! 🥰🤗

  • @macca3539
    @macca3539 21 день тому +1

    Super interview. Great questions. Leigh has such a wealth of knowledge. Thanks so much!

  • @akzoc
    @akzoc День тому

    It seems to me that nuclear produces electricity. That electricity is carried to the consumer in copper lines. How does this differ from transport of electricity from renewables?

  • @RichardKut-j7m
    @RichardKut-j7m 17 днів тому

    Thanks again,

  • @ruckercarlson6229
    @ruckercarlson6229 19 днів тому +2

    Oil goes up gold stocks tank, gold price moves higher almost all gold stocks sell off or don't move.

  • @adammontague1047
    @adammontague1047 День тому

    Great Again, like # 452, subbed!!!

  • @miket2916
    @miket2916 19 днів тому +2

    Wow! Lyn Alden's looking a lot different these days

  • @chrish9311
    @chrish9311 20 днів тому

    Legend

  • @Eric-is1jt
    @Eric-is1jt 17 днів тому +1

    Here's want to own , Fort Knox & everything in it, hopefully that includes a few million ounces of 24 karat Gold that might still be there! 😂😅😮

  • @jaykraft9523
    @jaykraft9523 20 днів тому +2

    Nice job!! I think Lou Gehrig would be very proud of Leigh Goehring. Just saying

  • @gregfridholm2136
    @gregfridholm2136 21 день тому

    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?

  • @johnbutler3141
    @johnbutler3141 19 днів тому

    If the usa wants resources from the BRICS. Do you think they will accept an unbacked currency. Not a chance.

  • @stanmitchell3375
    @stanmitchell3375 19 днів тому

    when he talks about energy efficiency he isnt clear,

  • @ejbh3160
    @ejbh3160 17 днів тому +3

    Ok now it's just misleading (copper contrarian segment). Renewables "efficiency" is a misleading argument, especially when comparing efficiency of renewable energy sources like solar and wind with nuclear and fossil fuels. The concept of efficiency in energy systems typically refers to how much of the input energy is converted into usable power. For fossil fuels and nuclear, this means converting heat from burning fuel or nuclear reactions into electricity. But the input energy (coal, gas, or uranium) is limited and requires significant effort to extract, transport, and process. Inefficiencies here mean wasted, non-renewable resources and more pollution. 1 to 100 & 1 to 5? What does he even mean? And there's plenty of co2 in nukes. Not only in the masses of concrete needed to build them, but also to mine the fuel and process it.
    With solar and wind, however, efficiency works differently. Their "input energy"-sunlight and wind-is freely available, limitless, and naturally occurring. The 'payback' time for the energy put into manufacturing a PV panel at scale is MUCH less than nuclear power stations which take years to build and years to pay back (if they EVER do when you take into account management of the 'waste' for hundreds of thousands of years - which has a 'cost' too) - When we talk about the efficiency of a solar panel or a wind turbine, we're discussing how much of the available sunlight or wind gets converted into electricity-not how much we "lose" in wasteful burning and waste hot water for cooling. Since we’re not burning finite resources, the efficiency metric is far less relevant for renewables. A "low-efficiency" solar panel still doesn’t deplete any fuel and produces clean energy regardless.
    Comparing the efficiency of renewables to fossil fuels or nuclear is like comparing apples to oranges. Solar and wind don’t need to be highly "efficient" to provide value; they tap into abundant, free sources without polluting. For fossil fuels and nuclear, efficiency losses mean environmental harm, finite resource use, and economic cost. This is why discussions around energy efficiency must consider context-the renewable sources’ low-impact nature and endless availability make efficiency a minor point compared to their overall environmental benefits.
    Today in the UK a home can put a PV array on the roof with a battery under the stairs and be off-grid for 90% of the year (I do)... and it's only a matter of scale, so within a few years that will be 100% of the year and include heating, cooling, cooking and electric toys... then industry will have to sort its own energy out... and renewables will be the cheapest option there too (in most cases).

    • @WeGoTSkiLL
      @WeGoTSkiLL 3 дні тому +1

      All of that doesn't really matter when the obvious reality is that tech companies are investing in nuclear. So they obviously think it's a good choice for their needs. Whether they're right or wrong doesn't matter, what matters is where the money is going.
      It usually pays off to invest with open eyes instead of being blinded by one's own notions of how things ought to be.

  • @rickfool1452
    @rickfool1452 19 днів тому

    oklo
    terra power

  • @stephenpaul4258
    @stephenpaul4258 21 день тому +3

    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.

    • @Timothy_Pitt
      @Timothy_Pitt 21 день тому +4

      Mean reversion will likely return when fundamentals of gold producers force institutions & generalists to buy

    • @superstar5123
      @superstar5123 21 день тому +2

      buy physical, miners are a waste of time

    • @gregfridholm2136
      @gregfridholm2136 21 день тому +1

      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.

    • @nathanielringdahl
      @nathanielringdahl 21 день тому +5

      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

    • @longgowhereto
      @longgowhereto 20 днів тому

      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.

  • @joe-hp4nk
    @joe-hp4nk 20 днів тому

    I don't think you're a expert in nuclear power.

    • @rickfool1452
      @rickfool1452 19 днів тому

      neither are you

    • @joe-hp4nk
      @joe-hp4nk 19 днів тому

      @@rickfool1452 That make two of us.

    • @rickfool1452
      @rickfool1452 19 днів тому

      @@joe-hp4nk i never made a claim that someone is or isn't. he knows more than u for sure.

    • @joe-hp4nk
      @joe-hp4nk 19 днів тому

      @@rickfool1452 Really

    • @rickfool1452
      @rickfool1452 19 днів тому

      @joe-hp4nk ye

  • @ejbh3160
    @ejbh3160 17 днів тому

    Uranium - what a joke. With breeder reactors we can use the stockpiles of MOX and won't need any new uranium for fuel for about 200 years. Anyone spending billions on massive nuke infrastructure needs their head examined - wind, solar and batteries (WSB) will do the job better and MUCH cheaper. Batteries can provide 'base power' much cheaper than nukes, and making biogas from bio waste is a much more sustainable backup for the WSB system, because we can make that every day and store it, (as LBG) but will only need it occasionally for a few days at a time.
    Nukes still have a place - but their primary role should be converting all that MOX into something less dangerous, using breeder reactors which transmute it into shorter lived and less toxic isotopes... as a duty to future generation.