On Tuesday I had Vince Lanci back on the podcast to cover about recent events, precious metals, energy, and geopolitics. We talked about the return of mercantilism, mineral wars, other big picture topics, and how they feed into financial markets and commodities. You should all follow his Substack below for his updates on precious metals, but you can also find him on Twitter.

Podcast Summary

* The trend of deglobalization, and why America needs to become more self-sufficient in manufacturing.

* Why platinum has been on the move recently, and why it will take some time to digest the rally over the last couple months.

* Chinese demand for platinum, the ties to palladium, and the fundamental changes in the market for platinum.

* A couple bold proclamations about a big move coming in silver.

* Why gold will drag other commodities higher in coming years.

* Big banks favoring gold and copper over silver.

* The geopolitical crosscurrents in oil, and the recent media frenzy on the Strait of Hormuz.

* Why they wouldn’t close the Strait of Hormuz unless Israel targeted Kharg Island.

* The ties between bitcoin and the Treasury market, and the Machiavellian system being built to sell treasuries.

* Book Recommendation: Street Smarts by Linda Raschke.

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