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Collin Kettell Podcasts

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Jeff Phillips: Positioning For The Commodities Super-Cycle | Gold, Copper, Uranium & More
45:47
45:47
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45:47Your host Stijn Schmitz welcomes Jeff Phillips to the show. Jeff Phillips is Private Investor and President of Global Market Development. Phillips discusses his extensive experience in the natural resource market, having witnessed three bull markets over his 30-year career. He believes the current market may be entering a significant commodity supe…
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Willem Middelkoop: Silver The Most Undervalued Asset in a New Financial Era
1:02:04
1:02:04
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1:02:04Tom Bodrovics welcomes Willem Middelkoop to the show. Willem Middelkoop is Author and Founder of the Commodity Discovery Fund. In this wide-ranging interview, Middelkoop discusses the evolving global financial landscape, emphasizing that the world is entering the “endgame” of the US dollar-centered monetary system that has dominated since World War…
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Michael Oliver: The Acceleration Phase in Silver and the Miners has Begun
59:52
59:52
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59:52Tom Bodrovics welcomes back Michael Oliver from Momentum Structural Analysis MSA. Michael discusses his technical analysis of current market conditions, focusing on potential significant shifts in various financial markets. Oliver argues that the US stock market is approaching a major top, characterized by a “broadening top” pattern that suggests a…
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Michael Kao: What Peace Black Swans and Fiscal Red Bull Mean for America’s Future
1:13:31
1:13:31
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1:13:31Tom Bodrovics welcomes Michael Kao to the show. Michael Kao is Private Family Office Investor & Author and a Former Hedge Fund Manager & Commodities Trader. In this comprehensive discussion, Kao provides an in-depth analysis of the Trump 2.0 economic strategy, focusing on several key policy initiatives designed to reshape the United States’ economi…
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Matthew Piepenburg: Gold’s Golden Era – The Bull Market You’re Not Ready For
1:14:28
1:14:28
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1:14:28Tom Bodrovics welcomes Matthew Piepenburg to the show. Matthew Piepenburg is Partner at Von Greyerz Gold Switzerland, and Author of ‘Gold Matters & Rigged To Fail’. In this wide-ranging discussion, Piepenburg explores several critical economic topics, including potential gold revaluation, stablecoins, and the current state of the global financial s…
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Florian Grummes: The Best of this Rally is Yet to Come for Gold, Silver, and Especially Miners
53:03
53:03
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53:03Tom Bodrovics welcomes Florian Grummes to the show. Florian Grummes is Financial Analyst, Advisor, and Founder & Managing Director of Midas Touch Consulting. The discussion centers on the current state of gold and silver markets, highlighting a period of consolidation following a strong rally. Grummes explains that gold has been trading in a range …
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Lawrence Lepard: Gold, Bitcoin, and Bonds – Revealing a Sovereign Debt Crisis
51:52
51:52
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51:52Tom welcomes back investment manager Lawrence Lepard for a discussion on the current economic landscape, focusing on potential signs of a “crack-up boom” and the challenges facing the US monetary system. Lepard suggests we may be entering a period of significant economic transformation, characterized by record highs in stock markets, gold, and Bitc…
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Simon Hunt: The Calm Before Another Inflationary Storm and War
52:24
52:24
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52:24Tom welcomes global economic consultant Simon Hunt back to the show. Simon provides a comprehensive analysis of current geopolitical and economic tensions, focusing on potential conflicts and economic challenges facing the world. The discussion centers on the upcoming Putin-Trump summit, which Hunt believes will likely produce no substantial outcom…
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Patrick Karim: We are on the Brink of the Greatest Silver Breakout of All-Time
58:07
58:07
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58:07Tom welcomes back Patrick Karim for a discussion around the potential for a significant capital rotation event in financial markets, focusing on the relationship between gold, stocks, and other assets. Karim emphasizes the importance of using logarithmic charts for accurate long-term financial analysis, explaining that linear charts can distort his…
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Mike McGlone: Markets are Entering a Time of Serious Systemic Risk
48:38
48:38
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48:38Tom welcomes back Mike McGlone, senior commodity strategist for Bloomberg Intelligence. McGlone offers a nuanced perspective on current economic trends, focusing on potential deflationary forces and market corrections. He argues that commodities are experiencing a significant downturn, with crude oil down 9% and grains down 16% for the year, primar…
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Melody Wright: Extreme Corrections are Coming in Housing Markets
1:01:15
1:01:15
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1:01:15Here is a 300-word summary of the podcast transcript: The podcast features an in-depth discussion with Melody Holt, an expert in housing and mortgage markets, exploring the complex dynamics of the current US housing landscape. Holt's background in macro economics and mortgage lending provides her with a unique perspective on the housing market's ev…
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Gary Savage: $10,000 Gold and $250 Silver are Easy Targets
43:31
43:31
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43:31In this podcast discussion, Gary Savage provides a comprehensive analysis of current market dynamics, focusing primarily on gold, silver, and potential economic cycles. He suggests that the stock market is potentially forming a "megaphone topping pattern" and may be approaching a cyclical bear market, with potential geopolitical tensions in Ukraine…
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Jaime Carrasco: What Makes Silver the Goat of Investment Moves?
52:55
52:55
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52:55In this podcast interview, Jaime Carrasco, a portfolio manager at Carrasco Wealth Management, provides an in-depth analysis of the current economic landscape, focusing primarily on silver and gold as critical investment assets during a potential monetary reset. Carrasco argues that silver is significantly undervalued, highlighting the historical go…
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Lobo Tiggre: My Greatest Lesson for Beating the Market
1:02:28
1:02:28
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1:02:28In this podcast interview, Lobo Tigre, author of the Independent Speculator, discusses critical investment strategies and insights across various economic and commodity markets. He emphasizes the importance of due diligence, skepticism, and rational decision-making in investing, arguing that emotional discipline and thorough research are key to suc…
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Tavi Costa: New Highs for Silver are the Next Step in this Market
1:08:27
1:08:27
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1:08:27In this podcast interview, Tavi Costa from Crescat Capital discusses the emerging bullish cycle in the metals and mining sector, highlighting several key macro trends and investment opportunities. Costa believes we are in the early stages of a long-term commodity cycle, with gold leading the way and other metals poised to follow. The discussion cen…
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Vincent Lanci: Why Further Dollar Weakness is Inevitable
1:06:15
1:06:15
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1:06:15In this podcast interview, Vince Lansy discusses the complex geopolitical and economic landscape, focusing on the shifting dynamics of global finance, currency, and resource competition. He argues that the United States is facing significant challenges in maintaining its economic dominance, with the dollar likely to weaken due to multiple interconn…
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Martin Armstrong: Gold and Silver, Reacting to Escalating Conflict
1:10:27
1:10:27
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1:10:27In this podcast interview, Martin Armstrong provides a critical geopolitical analysis of current global tensions, focusing on the Russia-Ukraine conflict and potential escalation towards World War III. Armstrong argues that the 50-day deadline imposed by Trump is an unrealistic negotiation tactic that fundamentally misunderstands geopolitical dynam…
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Peter Grandich: The Fed has Never Been So Politicized
47:57
47:57
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47:57In this podcast interview, Peter Grandich discusses several critical economic and geopolitical issues facing the United States. The conversation centers on potential tensions between President Trump and Federal Reserve Chair Jerome Powell, with Grandich suggesting that Trump's attempts to influence monetary policy could have significant market repe…
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Francis Hunt: Higher Rates are No Longer a Headwind for Metals
57:20
57:20
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57:20In this podcast, Francis Hunt discusses the current economic landscape, focusing on the potential collapse of debt markets and the rise of alternative assets like gold, silver, and platinum. He argues that we are witnessing the end of a 40-year bond market cycle, with long-term debt instruments experiencing significant yield increases across multip…
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David Hunter: The Coming Melt-Up Before the Global Bust
1:06:35
1:06:35
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1:06:35In this podcast interview, David Hunter, a contrarian macro strategist with 52 years of experience, provides a comprehensive outlook on the current market and economic landscape. Hunter believes the market is in the final leg of a 43-year secular bull market, potentially reaching a parabolic top in the next three to four months. He predicts the S&P…
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Trader Ferg: If You Think You Missed the Gold Move, Look at the Miners
1:03:58
1:03:58
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1:03:58In this podcast interview, Trader Ferd discusses his investment strategy focusing on undervalued and overlooked sectors, with particular emphasis on commodities like platinum, gold, and uranium. He highlights the importance of positioning early in sectors with tight supply-demand dynamics and understanding long-term fundamental trends. Regarding pl…
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Chase Taylor: The U.S. Fighting the World on Trade Opens It to a Systemic Threat
1:04:20
1:04:20
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1:04:20In this podcast interview, Chase Taylor, a global macro strategist, discusses the current economic landscape, focusing on several key themes. He argues that the economy's resilience stems from high deficit spending and asset prices, making a recession less probable than in previous decades. Taylor suggests that higher interest rates can be stimulat…
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Michael Green: Gold is the Antidote to the Greatest Risks to the Stock Market
1:12:21
1:12:21
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1:12:21In this podcast, Michael Green, Chief Strategist at Simplify Asset Management, provides a comprehensive analysis of the current market dynamics, focusing on the profound impact of passive investing. Green argues that the rise of passive investment strategies has fundamentally transformed market structures, creating what he describes as an "everythi…
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Jesse Felder: Deliberate Financial Repression Means You Need Gold
57:59
57:59
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57:59In this podcast interview, Jesse Felder provides a comprehensive analysis of current market conditions, highlighting several critical economic indicators suggesting significant potential risks ahead. He argues that the U.S. stock market is currently more overvalued than at any point since 1950, with valuation metrics indicating extremely limited up…
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Edward Dowd: U.S. Is Heading for a Deep Recession Driven by Housing
51:18
51:18
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51:18Tom Bodrovics welcomes Edward Dowd, founder of Phinance Technologies, to the show to discuss the unfolding economic landscape and the probable looming recession. Dowd explains that initial recession predictions for late 2023 and early 2024 were incorrect due to an unprecedented economic variable: mass illegal immigration. He estimates that between …
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