Some gold stock indices are showing some very bullish bases that could lead to huge breakouts in 2025. The ETF data reveals gold stocks to be extremely under-owned. 

Vince Lanci discusses how Gold’s drivers will change in 2025. The drivers from 2024 will provide support to the market but US and Western investors need to take the lead to push Gold to higher levels.

0:00 Intro
2:10 Vince Initial Thoughts
13:34 Gold Drivers Change for 2025?
30:40 Drivers for $4000 Gold & Higher
36:50 Growth & Inflation Under Trump
47:25 Will Silver Close Above $32?
1:02:55 Vince's Gold Fix

Jared Dillian, author of multiple books and publisher of The Daily Dirtnap, remains long-term bullish on Gold and believes we will have to monetize the debt during the Trump administration, which won't be bullish for the stock market. 

0:00 Intro
0:50 Jared's Book Night Moves
2:15 Latest Gold Analysis
4:10 Gold vs. Stock Market
8:15 Economy & Fed Policy in 2025
11:30 DOGE Can't Cut Much
14:15 Bond Yields
17:35 Gold Stocks
22:30 Commodity Prices

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Rio2 founder and Chairman Alex Black recaps the company's financing, discusses the construction timeline and the status of the company's study on phase 2. (Rio2 paid for the production and distribution of this interview).

0:00 Intro
1:05 Rio2 Financing
7:00 Rio2 Cash vs. Remaining Capex
11:00 Fenix Mine Construction Timeline
12:00 AISC Estimate
15:10 Status of Study on Phase 2 Expansion
20:25 Capex Estimate for Phase 2
24:30 Newsflow in 2025
26:00 Final Comments

AbraSilver President and CEO John Miniotis updates us on the company's exploration progress and plans at its Diablillos project, and the policy changes in Argentina creating a hugely positive impact. (Note, AbraSilver paid for the production and distribution of this interview). 

Recorded on November 6, 2024.

0:00 Intro
1:30 Positive Changes in Argentina
5:00 Diablillos Optimization Opportunities
6:45 Exploration at Jac North
10:00 Growth Potential of Jac/Jac North
15:00 Forthcoming Drill Results
16:15 Other Extensions of Mineralization
17:30 Current Program
20:00 Copper Porphyry Potential
23:25 Potential Challenges
26:00 Too Late to Buy?

Vince Lanci discusses the potential for increased volatility during the US Presidential Election. He says the next $200 move in Gold could be lower. Many topics are discussed in this long conversation.

0:00 Intro
2:00 GDX, GDXJ & Silver
12:30 Election Risk
20:00 Contrarian Scenario
23:30 How the Banks Pitch Gold to Various Clients
31:25 Fed, Unemployment, Recession
38:25 Future Spending
41:40 Gold vs. 60/40 Portfolio
48:35 Gold vs. CPI
52:30 Silver
57:20 Gold Volatility
1:03:40 Bond Volatility

Ryan King, Senior VP of Corporate Development & part of Calibre Mining’s management team, discusses the company’s construction of the Valentine Gold Mine in Newfoundland and potential for the mine to expand, continued re-rating potential of the company and ongoing exploration at all projects.

Vince Lanci details the current buyers and sellers in the Gold market, the shifts in demand, the election risk to Gold and when Gold buyers will become Silver buyers. Jordan analyzes the monthly and quarterly close in Silver.

https://youtu.be/U8KKYOroX1k

David Morgan ‪answers a bunch of our questions about Silver. He thinks there could be weakness short-term but remains convinced Silver will blow through $50 and trade in triple digits. 

Vince Lanci provides reasons why Gold might selloff in the next week or two but otherwise is in excellent standing. We discuss the recent margin changes for Gold & Silver, what could transpire after the first rate cut and more.

0:00 Intro
1:00 Intro Comments
3:20 Comex Margin Changes on Gold & Silver
11:45 Why No Retail Buying of Gold
20:00 Fed Doesn't Care as Long as Stocks are Rising
29:45 Gold Buyers Waiting for Rate Cut?
34:30 Timing of 2nd Rate Cut
38:00 Political Incentives for Recession in Q4/Q1
43:00 Stock Market is Not the Economy
47:15 Gold Daily Candles


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