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 Intro
1:10 What is Driving Silver Right Now
3:35 Industrial Demand Creates a Higher Floor for Silver
11:55 Silver's Inelastic Demand to a Certain Level
14:25 Any Impact From DeDollarization
17:35 China & India Retail Demand
20:25 Price of Silver is Higher in China
21:50 Surprising Fact About Silver
24:20 Silver Has Been Money Longer than Gold
28:15 Silver was part of US Monetary System
30:00 Peter's Book & Newsletter

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 Intro
1:30 Gold & Silver End of April
2:30 Gold vs. 60/40 Portfolio
14:00 Current Gold Correction
23:40 One Bullion Bank Short into $2100 Breakout
27:25 Broken Correlations
30:05 Next Signpost
35:20 Gold Technical Levels
42:15 Silver
46:00 Gold Miners
50:05 GLD & SLV have Hurt Miners
53:35 Summary

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 Intro
1:10 Correction in Gold & Silver
6:50 The Bust: Stagflation & Disinflation
11:00 Monetizing the Debt & Bear Market/Economic Downturn
16:00 Reserve Currency & Monetizing the Debt
19:45 New Regime w/ Bonds & Gold
26:20 Dave's 4-Year Time Frame for Speculating
28:50 Combination of 2000s & 1970s

Jeffrey Christian, Founding and Managing Director of CPM Group, a precious metals consultancy has followed, covered and advised on Gold and Silver for decades. He thinks the second half of 2024 will be stronger than the first for both metals and he says they have potential to spike in the next 12 to 18 months. 

0:00 Intro
1:25 All the Factors Driving Gold Strength
10:00 Factors Driving Gold At $2300-$2400
17:15 Impact of Bonds on Gold
22:45 Younger Investors & Gold, Silver
26:50 Gold ETF Demand
30:20 Gold Price Outlook
34:00 Silver Price Outlook
36:00 Silver in 1980 & Hunt Brothers

Gary Tanashian, ​⁠editor and publish of Notes From the Rabbit Hole (NFTRH.com) discusses the current macro, the meaning of the breakout in Gold and why Gold and gold miners will really soar after the coming bust. 

Recorded Thursday April 11

0:00 Intro
1:25 Macro View: Stagflation or Disinflation
4:30 Signals of New Inflationary Phase
6:55 In New Economic World Now
9:00 Gold Breakout is Telling Us Something
12:25 Impact of Secular Bear in Bonds
15:55 Gold Mining Fundamental Drivers
19:50 Silver Technical Target of $35
24:35 Gold/Silver Ratio
28:50 Other Markets

John Miniotis, CEO of AbraSilver discusses the company's Diablillos project, the recent pre-feasibility study and exploration upside which the company will be targeting over the months head. 

Recorded April 10, 2024

0:00 Intro
1:20 Diablillos Project Info & NPV at Current Metals Prices
3:30 Diablillos M&I Resource
5:30 Diablillos AISC
7:00 Exploration Upside
13:00 Jasperoid Target & Drilling Plan
17:40 David O'Connor, AbraSilver's Chief Geo
19:45 Financing
23:50 How AbraSilver Can Get Re-Rating
26:00 Adding High-Grade oz to Grow to 300M oz Ag-eq

Jared Dillian, author of the Daily Dirtnap and several books, argues the real reason Gold is ripping is because of impending debt monetization in the US. He discusses the breakout in Gold and lackluster sentiment towards it. He believes precious metals are in a new secular bull market.  

0:00 Intro
1:05 Those Bastards Book
2:10 People are Flat-Footed & Underinvested in Gold
3:55 Real Reason Gold is Ripping
5:45 QE, Yield Curve Control & Debt Monetization
8:00 Early Stages of Gold Breakout Move
9:20 Silver
11:15 Secular Trend
13:30 Stock Market Outlook
16:30 Herd Interest in Precious Metals
22:00 Gold Price Targets

Ryan King, Senior VP of Corporate Development & part of Calibre Mining's management team, discusses the company's acquisition of the Valentine Gold project in Newfoundland and the work and capital required to build and operate the mine successfully. He also discusses the company's potential for a re-rating.

0:00 Intro
0:58 Pronunciation of Calibre
2:10 Company Background & Operations
5:45 Valentine Gold Project
15:55 Funding for Valentine Mine Build
21:25 Risks When Mine is Operating
24:25 Low Valuation & Re-Rating Potential
29:45 Calibre Potential

Axel Merk, Merk Investments President and Chief Investment Officer at Merk Investments, who manages two Gold ETFs, analyzes Fed Policy and the Gold Market. He believes that Gold will perform even better in a hard landing and is worried a hard landing could be on the horizon. He says that retail investors are still lukewarm about Gold and that hot money has been chasing crypto and not Gold. This allows us some time to position. 

0:00 Intro
1:00 Big Picture View
3:35 Federal Reserve Policy Now
8:00 Gold vs. Stock Market
11:40 Retail Investors Still Lukewarm About Gold
14:55 Gold ETF Flows
17:05 What Could Go Wrong in Economy
19:45 Geopolitics Impact

Vince Lanci of Echo Bay Futures & GoldFix on Substack joins us to discuss the Gold market as March & the first quarter end. Vince believes that fund flows from retail and generalists into Gold ETFs will not begin until the stock market declines. He also notes recent action from Bullion Banks and groups like the World Bank and BIS indicate they are preparing for Gold to move higher. 

0:00 Intro
1:45 End of Month & Quarter Analysis
6:15 Downside Scenario
9:30 Gold vs. Bonds
14:30 When Will Retail/Generalists Buy GLD
18:40 Precious Metals Diverge from Stock Market
26:30 Reasons Gold Will Rise When Stocks Drop
35:05 Press Preparing for Gold to Rise
41:25 Silver