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Greg Weldon covers the macro outlook for 2025 and what will trigger the next big move in Gold and gold shares.
Email [email protected] for a report on his outlook for 2025.
0:00 Intro
1:10 Macro Outlook 2025
12:00 Recession Probability
17:05 Leading Indicators for Downturn
23:30 Gold vs. S&P 500
27:30 Next Big Move
28:20 Bond Yields
33:40 Capital Ignoring Precious Metals
37:20 Greg's 2025 Outlook Report -
Bond yields and the dollar are rising and perhaps its beginning to hit the stock market. Gold is holding up well but precious metals are in correction or consolidation mode.
The key threshold will be when the 10-year yield rises high enough to cause a bear market and recession, forcing more rate cuts from the Fed. -
Saknas det avsnitt?
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Francis Hunt, TheMarketSniper covers a bevy of issues and comments on a few live charts.
We focus on the S&P 500 priced against currency in circulation, the secular trend change in the bond market and its implications and close with comments on Gold, Silver and the yield curve.
0:00 Intro
1:10 S&P 500 vs. Currency in Circulation Chart
9:25 Overvalued/Undervalued Lines
12:45 Best Years of Gold Yet to Come
16:00 Turn of Bond Market in 2020
24:00 Bond Money Herding into MAG 7
30:50 S&P Short-Term Analysis
32:30 10-Year Treasury
38:15 Crypto
42:15 Gold
44:30 Gold Allocation is too Small
46:00 Silver
51:00 Yield Curve
54:50 YouTube Channel & TheMarketSniper.com -
Professor Vince Lanci says this will be the year Gold finally breaks out against the 60/40 Portfolio. This episode focuses mostly on technical factors in Gold & Silver markets.
0:45 December 2024 Recap
4:00 Silver Support Levels
10:45 Gold Low is in Already?
20:25 Speculators & Open Interest
28:50 Fundamental Drivers in 2025
34:30 Hedge Funds Shorting Silver & When to Buy
40:20 Gold vs. 60/40 Portfolio to Breakout
44:30 Vince's Substack -
Gary Tanashian discusses current market conditions and trends and what could transpire in 2025. There is growing risk of a market top and downturn, which would be very bullish for precious metals. He is not bullish yet but is anticipating these developments.
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Precious Metals remain in correction mode. We should be on the lookout for a low and potentially a significant low in January.
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Some gold stock indices are showing some very bullish bases that could lead to huge breakouts in 2025. The ETF data reveals gold stocks to be extremely under-owned.
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Vince Lanci discusses how Gold’s drivers will change in 2025. The drivers from 2024 will provide support to the market but US and Western investors need to take the lead to push Gold to higher levels.
0:00 Intro
2:10 Vince Initial Thoughts
13:34 Gold Drivers Change for 2025?
30:40 Drivers for $4000 Gold & Higher
36:50 Growth & Inflation Under Trump
47:25 Will Silver Close Above $32?
1:02:55 Vince's Gold Fix -
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.
0:00 Intro
0:50 Jared's Book Night Moves
2:15 Latest Gold Analysis
4:10 Gold vs. Stock Market
8:15 Economy & Fed Policy in 2025
11:30 DOGE Can't Cut Much
14:15 Bond Yields
17:35 Gold Stocks
22:30 Commodity Prices
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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. (Rio2 paid for the production and distribution of this interview).
0:00 Intro
1:05 Rio2 Financing
7:00 Rio2 Cash vs. Remaining Capex
11:00 Fenix Mine Construction Timeline
12:00 AISC Estimate
15:10 Status of Study on Phase 2 Expansion
20:25 Capex Estimate for Phase 2
24:30 Newsflow in 2025
26:00 Final Comments -
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. (Note, AbraSilver paid for the production and distribution of this interview).
Recorded on November 6, 2024.
0:00 Intro
1:30 Positive Changes in Argentina
5:00 Diablillos Optimization Opportunities
6:45 Exploration at Jac North
10:00 Growth Potential of Jac/Jac North
15:00 Forthcoming Drill Results
16:15 Other Extensions of Mineralization
17:30 Current Program
20:00 Copper Porphyry Potential
23:25 Potential Challenges
26:00 Too Late to Buy? -
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.
0:00 Intro
2:00 GDX, GDXJ & Silver
12:30 Election Risk
20:00 Contrarian Scenario
23:30 How the Banks Pitch Gold to Various Clients
31:25 Fed, Unemployment, Recession
38:25 Future Spending
41:40 Gold vs. 60/40 Portfolio
48:35 Gold vs. CPI
52:30 Silver
57:20 Gold Volatility
1:03:40 Bond Volatility -
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.
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Vince Lanci details the current buyers and sellers in the Gold market, the shifts in demand, the election risk to Gold and when Gold buyers will become Silver buyers. Jordan analyzes the monthly and quarterly close in Silver.
https://youtu.be/U8KKYOroX1k
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David Morgan answers a bunch of our questions about Silver. He thinks there could be weakness short-term but remains convinced Silver will blow through $50 and trade in triple digits.
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Vince Lanci provides reasons why Gold might selloff in the next week or two but otherwise is in excellent standing. We discuss the recent margin changes for Gold & Silver, what could transpire after the first rate cut and more.
0:00 Intro
1:00 Intro Comments
3:20 Comex Margin Changes on Gold & Silver
11:45 Why No Retail Buying of Gold
20:00 Fed Doesn't Care as Long as Stocks are Rising
29:45 Gold Buyers Waiting for Rate Cut?
34:30 Timing of 2nd Rate Cut
38:00 Political Incentives for Recession in Q4/Q1
43:00 Stock Market is Not the Economy
47:15 Gold Daily Candles
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Greg Weldon discusses the outlook for the economy, Federal Reserve policy and why we are headed for stagflation. He has potential 3-year upside targets of $4900 Gold and $100 Silver.
Contact Greg at [email protected].
0:00 Intro
0:45 Federal Reserve Policy
7:15 How Much Will Rate Cuts Help
11:00 Stagflation is Coming
14:15 When Will Gold & Commodities Outperform
19:45 Will Market Decline Hurt Gold
24:50 Gold Stocks a Potential Value Play
28:30 Energy Prices an Inflation Risk
31:35 Gold & Silver Upside Targets
36:30 Greg's Research -
Gary Tanashian, editor and publisher of NFTRH thinks the fundamentals for gold mining companies are the best in 20 years. He believes the Federal Reserve and US Government will no longer be able to inflate without negative consequences. A disinflationary or deflationary period is coming, which could be followed by stagflation after the next round of inflation.
0:00 Intro
1:15 Major Economic Change
5:20 Gold is Value
8:10 Gold Will Rocket Higher vs. S&P, Others
11:25 Stock Market Outlook
14:15 Next Economic Cycle
18:30 Long Bond Risk Later
21:45 Gold
26:40 Gold Technicals
30:25 Gold vs. Inflation Expectations
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Robert Sinn, @GoldfingerCapital & CEOTechnician shares his outlook for Gold over the coming months. He also discusses Silver and the stock market.
0:00 Intro
1:00 Current Setup in Gold & Don't Get Shaken Out
5:30 Buy the Dip & $2700 Target Year End
7:25 Stealth QE in 2025
11:00 Long-Term Interest Rates
15:45 Silver
20:00 Gold Stocks and Juniors
22:20 Gold Buyers at Costco
28:15 Stock Market Outlook
31:20 Foreign Demand
