Gold and Commodities Pullback From US and International Drivers

Cory

8 years ago

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This week we started to see a turn around in the precious metals and commodities in general. On this week’s show we take a close look at why this pullback in commodities happened from both a domestic and international perspective.

Over the past month money has been flowing out of US equity ETFs and into EU and EM funds. This has not had a big impact on the US equity markets but by the end of the week we started to see a slow rollover. This helped provide a small pop for the metals from an oversold territory and looks to continue. The question is, how long and how high?

I hope everyone has a great weekend. Please email me directly with any companies that you would like to see on the show or would like our thoughts on. Fleck[at]kereport.com

Segment 1 & 2: In the first two segments I am joined by Dan Oliver, Founder of Myrmikan Capital. Dan is a great at recapping markets moves dating back hundreds of years for metals and commodities. In the first segment we discuss the current commodities pullback and compare the situation back in the late 1920s. In the second segment we look at the relationship between inflation and monetary debasement.
Segment 3: Chris Martenson joins me to dive into China and discuss the deleveraging that is underway and the markets and economies that could be impacted by a China pullback.
Segment 4: Fund Manager Dana Lyons take a look at international markets where we have seen large flows of money into ETFs over the past month.
- Click here to visit Dana’s site for the special 25% off offer.
Segment 5 & 6: Jeff Christian, Managing Partner at CPM Group, joins me for the first two segments of the second hour. Both segments focus on gold and commodities but in the first segment we look at the factors in the US driving commodities. In the second segment we look again at China and India in terms of gold demand.
Segment 7: Brent Cook, Founder of Exploration Insights, shares his outlook on the GDXJ rebalancing as well as a few zinc companies they are following in his newsletter.
Segment 8: A recap of the week in US equities and the metals. We are seeing turn and bounce from oversold territory.

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