Media

History shows Gold is the most uncorrelated asset, even more so than Bonds. Meanwhile, Bitcoin is the most correlated asset of all time, despite proclamations to the contrary.  

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.

Gold against the 60/40 Portfolio shows how precious metals are performing against stocks and reflects capital flows. Money is moving out of Bonds and into Stocks first and Gold as a close second.

When Silver breaks $50/oz it will be the biggest breakout in the modern history of capital markets. We cover the implications and price targets.

We discuss the reasons why a secular bear market will begin sometime in the next four years. Its a commentary on the conditions, not on Trump or his policy.

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.  

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.  

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.

Two new charts showing Gold & Silver’s performance after Gold breaks to a new all-time high.  

Secular inflationary bear markets are the worst ones due to the extended periods of poor performance in real terms. The 60/40 portfolio performed worse in 1965-1982 than during 1929-1942 and 2000-2011 due to inflation and the secular bond bear market.