Podcast Episodes

Who’s buying gold right now and why?

Are the people at the top – the directors – buying or selling shares in their own company?

If they are buying, that’s usually a good sign. But if they…

3 years, 11 months ago

How high are rates going to go?

I was at a dinner the other night with a buddy who is a much cleverer investor than I am. The conversation went something like this.

Clever Mate: “Inf…

4 years ago

These two precious metals will be screaming buys when the dollar turns

Metals are not going to stop crashing until the US dollar turns.

I’ve been banging on about that for some time. I don’t know when that will be. Nor do…

4 years ago

How to invest in gold

At present, I’m probably getting asked this more than anything else. “Should I be buying gold? How do I buy gold?”

We have inflation, war, political d…

4 years ago

What will stop the dollar’s devastating bull run?

We suggested a couple of weeks back that oil might due a hit as seemed the only sector that hadn’t been walloped and so it has turned out. 

Both Brent…

4 years ago

Crash dead ahead - or have we hit rock bottom already?

A week or so ago, the selling action in the stock market had grown so bad that a number of folks thought a crash was back on the cards. It started to…

4 years ago

One day, Rodney, gold will shine

I haven’t covered the perennial disappointment that is gold for a while, and I felt the metal is overdue some attention, so that will be the subject …

4 years ago

Size does matter

I keep thinking about that interview with Stanley Druckenmiller.

Druckenmiller, a legend in US investing, worked with George Soros for many years, 12 …

4 years, 1 month ago

The impossible situation in which energy and metals producers find themselves

I wanted to discuss the natural resources industry today – energy and mining – because I see an industry caught between a rock and a hard place. 

If I…

4 years, 1 month ago

A great interview with Stanley Druckenmiller

I don’t listen to as many interviews and podcasts as I used to, or indeed as I should (more fool me), but this interview this week with legendary inv…

4 years, 1 month ago