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Today’s episode features Gold Investor Research author Chris Rutherglen.
Gold Investor Research provides unique and in-depth analysis of the gold market based on data-driven research. The intention is to provide fellow investors with analysis to help them make informed decisions and set forecast expectations on the cyclical path of the gold price.
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Thursday 22nd January 2026 AM
Topics covered in this podcast/video include:
* Why short-term T-Bills are showing that rate cuts in Jan & Mar 2026 are not likely to happen
* How Gold is intertwined with the Fed Funds Rate Cycle and the QE cycle
* Commitments of Traders (CoT); what it is and why it matters
* M2 Money Supply and what it shows long-term for gold and silver prices
* ICL’s, ICH’s and Long-Term cycle levels for gold and silver
* The instantaneous price-to-revenue ratio that can help you to evaluate miners more effectively
* And much more
Contact Information
You can connect with Chris on Substack at Gold Investor Research
Unlock Paid Access
Paid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.
Thank you for being part of The Contrarian Capitalist community!
DISCLAIMER: Nothing in this podcast should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.
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66 ratings
Today’s episode features Gold Investor Research author Chris Rutherglen.
Gold Investor Research provides unique and in-depth analysis of the gold market based on data-driven research. The intention is to provide fellow investors with analysis to help them make informed decisions and set forecast expectations on the cyclical path of the gold price.
AUDIO IS AVAILABLE HERE
Please LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALIST
NB - Recorded on Thursday 22nd January 2026 AM
Topics covered in this podcast/video include:
* Why short-term T-Bills are showing that rate cuts in Jan & Mar 2026 are not likely to happen
* How Gold is intertwined with the Fed Funds Rate Cycle and the QE cycle
* Commitments of Traders (CoT); what it is and why it matters
* M2 Money Supply and what it shows long-term for gold and silver prices
* ICL’s, ICH’s and Long-Term cycle levels for gold and silver
* The instantaneous price-to-revenue ratio that can help you to evaluate miners more effectively
* And much more
Contact Information
You can connect with Chris on Substack at Gold Investor Research
Unlock Paid Access
Paid subscribers receive high-conviction written research, weekly commodity and market wraps with clear traffic-light signals, and early access to podcasts and bonus macro insights, all designed to support capital protection and asymmetric opportunity spotting.
Thank you for being part of The Contrarian Capitalist community!
DISCLAIMER: Nothing in this podcast should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.

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