Podcast Episodes

Has The Great Rotation Begun?

Was that a market liquidity tremor last week? If so, does that mean equity declines are ahead, or was it signaling something more dramatic?

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5 months ago

Either Trump’s Dollar Weakening Works or It Doesn’t

Get ready for some very alarming moves in the markets over the coming months. The old regime is ending and a new one is starting.

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5 months, 1 week ago

Generational Wealth Will Be Made and Lost as the Carry Trades Unwind

One of my favorite podcast guests is back with us for our quarterly sit-down. Adam Rozencwajg’s thoughtful and measured views on trends, resources an…

5 months, 1 week ago

Investing During The Age of Consequences

Staying abreast of these markets is a full time job. Unless you love doing it, which both myself and Paul Kiker do. Then it’s not work at all.

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5 months, 2 weeks ago

U.S. Retail Is Slowly Waking Up to Buying Gold and Silver

Dana Samuelson’s decades of precious metals experience shed light on the biggest monetary story of our lifetimes.

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5 months, 2 weeks ago

Escaping Fiat Madness and Counterparty Risk With Gold, the Only “Tier Zero” Monetary Asset

Dave Russell joins me to discuss gold surge signaling monetary reset, fiat crisis, Japan’s bond yield spike, physical metals demand from big money, s…

5 months, 2 weeks ago

Welcome to the Crack Up Boom?

Do you know what is the last act of any bubble? The crack-up boom.

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5 months, 3 weeks ago

Volatility: Friend or Foe?

2026 has started out with a bang. In this wide-ranging podcast, Paul Kiker and I help you quickly catch up on the most important financial and econom…

6 months ago

Dave Collum: A Forensic Exploration of The 2025 Train Wreck

This is a long one. We cover a LOT of territory. The conclusion is that our entire way of life is in deep trouble, top to bottom. The financial elite…

6 months, 1 week ago

A Contrarian’s Take: AI’s Electricity Problem and the Bull Case for Oil

The key, we are told, is to buy low and sell high. This translates, roughly, into buying when others are selling and selling when others are buying. …

6 months, 3 weeks ago