Media

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.    

Gold and Silver closed the week higher by 1% and 1.6% but the mining stocks declined, led by Newmont. GDX lost 3.7% on the week while GDXJ lost 2% and SILJ 1%. Silver was sold hard after it reached resistance at $35.

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.