
Sign up to save your podcasts
Or


In this editorial, we are joined by Richard "Doc" Postma to discuss the massive move in precious metals, with Silver surging over 15% in November.
Doc breaks down the technical indicators suggesting we are in an "acceleration phase" similar to 2011. We discuss the glaring valuation disconnect between soaring metal prices and lagging mining equities, explaining why developers using conservative price assumptions offer deep value. Doc also shares his macro thesis on the "Great Reset" favoring hard assets and why he views recent pullbacks in names like Coeur Mining as buying opportunities.
Key Discussion Points:
----------------------------
For more market commentary & interview summaries, subscribe to our Substacks:
By KE Report4.3
1212 ratings
In this editorial, we are joined by Richard "Doc" Postma to discuss the massive move in precious metals, with Silver surging over 15% in November.
Doc breaks down the technical indicators suggesting we are in an "acceleration phase" similar to 2011. We discuss the glaring valuation disconnect between soaring metal prices and lagging mining equities, explaining why developers using conservative price assumptions offer deep value. Doc also shares his macro thesis on the "Great Reset" favoring hard assets and why he views recent pullbacks in names like Coeur Mining as buying opportunities.
Key Discussion Points:
----------------------------
For more market commentary & interview summaries, subscribe to our Substacks:

3,071 Listeners

151 Listeners

141 Listeners

93 Listeners

357 Listeners

263 Listeners

92 Listeners

75 Listeners

378 Listeners

72 Listeners

422 Listeners

69 Listeners

45 Listeners

22 Listeners

154 Listeners