Hedge fund manager Erik Townsend with Fourth Turning Capital analyzes the outlook of Gold over the weeks and months ahead.

Erik Townsend Gives Near Term Outlook on Gold

Jordan Roy-Byrne, CMT, MFTA hosts this program which focuses on Gold and gold-related investments with top industry analysts and fund managers. 

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Vince and Jordan recap May by talking about the economy and Gold against the 60/40 portfolio and the stock market. Vince covers the investment banks who are expecting rate cuts over the coming months, India's massive Gold buying in Q1 and the increased buying from BRICS in Silver.0:00 Intro1:05 May 2024 Recap4:30 Investment Banks on Fed Easing15:10 Gold vs. 60/40 Portfolio23:30 Gold vs. Stock Market26:10 India Huge Gold Buying in Q130:00 BRICS Take Turns Buying35:00 What is Driving Silver Higher46:00 Silver Part of BRICS Reserves

Episode 181: BRICS Nations Buying Silver for Currency Reset?

Brad Langille, founder & CEO of GoGold Gold & Silver provides an update on the company's permitting status to build a mine at Los Ricos South. He also outlines the plans for the Los Ricos North project and the strong exploration potential at depth at Los Ricos South.0:00 Intro1:20 Mexico Permitting Discussion6:20 Is Risk in Mexico Fully Discounted8:30 Does a Metals Bull Market Change Politics11:05 Transition After Election in Summer14:30 Los Ricos South Feasibility Study & Construction Period17:00 Silver Companies Producing 10M oz Ag-eq/Yr17:50 Plan at Los Ricos North21:00 Exploration Potential at Los Ricos South28:00 Brad Final Comments

Episode 180: GoGold Resources is One of Most Undervalued Silver Companies

Peter Krauth, author of the Great Silver Bull, and editor of the Silver Stock Investor Newsletter provides an update on the Silver market.He believes Gold has pulled Silver higher recently and will continue to do so along with investment demand over time. However, he also notes the dwindling stockpiles of Silver and that rising industrial demand will provide Silver a rising floor, unlike in the past. 0:00 Intro1:10 What is Driving Silver Right Now3:35 Industrial Demand Creates a Higher Floor for Silver11:55 Silver's Inelastic Demand to a Certain Level14:25 Any Impact From DeDollarization17:35 China & India Retail Demand20:25 Price of Silver is Higher in China21:50 Surprising Fact About Silver24:20 Silver Has Been Money Longer than Gold28:15 Silver was part of US Monetary System30:00 Peter's Book & Newsletter

Episode 179: The Great Silver Bull Breaks Out

Vince Lanci of Echo Bay Futures & GoldFix on Substack joins us to wrap up market action in April and discuss Gold's outlook in May.Vince believes Gold has more downside and will be watching the action after the CPI on May 15. The market action post-CPI will give us a hint if the economy and market will enter a new regime of stagflation or recession or soft landing.0:00 Intro1:30 Gold & Silver End of April2:30 Gold vs. 60/40 Portfolio14:00 Current Gold Correction23:40 One Bullion Bank Short into $2100 Breakout27:25 Broken Correlations30:05 Next Signpost35:20 Gold Technical Levels42:15 Silver46:00 Gold Miners50:05 GLD & SLV have Hurt Miners53:35 Summary

Episode 178: Stagflation vs. Recession: Approaching Decision Point

David Skarica, publisher StockChartofTheDay (@scotday) on YouTube, discusses the breakout in Gold, stagflation vs. disinflation and the catalysts which will lead to an upside acceleration in Gold & Silver over the next few years. 0:00 Intro1:10 Correction in Gold & Silver6:50 The Bust: Stagflation & Disinflation11:00 Monetizing the Debt & Bear Market/Economic Downturn16:00 Reserve Currency & Monetizing the Debt19:45 New Regime w/ Bonds & Gold26:20 Dave's 4-Year Time Frame for Speculating28:50 Combination of 2000s & 1970s

Erik Townsend Gives Near Term Outlook on Gold

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