Paulo Macro on Supply Shocks, Currency Debasement, and Relearning 1929's Mistakes

Mining Stock Daily

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11d ago 1:09:40

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On this episode of Mining Stock Daily, Paulo Macro returns for a wide-ranging discussion on today's turbulent economic landscape. Paulo unpacks the core narrative driving gold, explaining its rise as a reaction to currency debasement and a broader crisis of confidence in public institutions. He draws compelling parallels between the current speculative fervor and historical periods like the lead-up to the 1929 crash, noting that financial knowledge seems cyclical as each generation relearns the same lessons. The conversation also delves into specific commodities, highlighting how major supply disruptions in copper and uranium are being largely ignored by generalist investors. They analyze the strategic implications and potential dangers of the U.S. government taking equity positions in private resource companies. While expressing acute concern for risk in the near term, Paulo explains why the underlying bull market for real assets remains philosophically intact.

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