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Posts Tagged: inflation
Nick Hodge joins me for our monthly longer-format discussion on different macroeconomic factors and market reactions to the war in the Middle East, and how he continuing to accumulate select gold,...
Thu 19 Mar, 2026
17 comments
  In this episode, we welcome back Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc...
Fri 13 Mar, 2026
6 comments
John Rubino, joins me for another wide-ranging discussion around geopolitical and macroeconomic catalysts leading to volatility in precious metals like silver, gold, and the related PM stocks; along...
Mon 9 Mar, 2026
6 comments
Nick Hodge joins me for our monthly longer-format discussion on the stew of different macroeconomic factors, fueling the commodities supercycle in silver, gold, uranium, copper, lithium, and...
Wed 7 Jan, 2026
15 comments
Marc Chandler discusses the market reactions to Jerome Powell’s dovish comments from his speech today in Jackson Hole Wyoming.   The market signal was that there is now a high-probability of a...
Fri 22 Aug, 2025
0 comment
Craig Hemke, with a wide-ranging discussion on the macroeconomic market movers and a look ahead to a potential cattle call into gold, silver, and the precious metals equities.  We also dig into the...
Mon 4 Aug, 2025
8 comments
Nick Hodge, with a longer-format discussion on and the macro and micro themes in general US equities, bonds, and commodities, and how he has been using volatility to position in oil, copper, nuclear,...
Wed 25 Jun, 2025
12 comments
  Joel Elconin, co-host of the PreMarket Prep show and founder of the Stock Trader Network, joins us to break down what’s driving the...
Thu 29 May, 2025
0 comment
Marc Chandler unpack another turbulent week in the markets, looking at better economic data than expected, whether or not we are heading towards a recession in the US, global trade tensions between...
Sun 4 May, 2025
4 comments
More inflation

Jordan Roy-Byrne – After This Current Pullback A Real Golden Age Will Begin For Gold And Silver Stocks

Jordan Roy-Byrne, CMT, MFTA, joins us to for a wide-ranging discussion on the technical outlook in gold and silver, the ongoing divergence between the rally in the gold versus the US general equity markets and 60/40 portfolio, gold vs CPI, GDX versus US equities, and the value still to be found in precious metals equities for the longer-term, after this pullback is completed.

Thu 1 May, 2025
14 comments

Nick Hodge – Gold Emerges As The Signal From The Macroeconomic Noise, Opportunities Still Present In Copper, Silver, And Rare Earth Companies

Nick Hodge with a longer-format discussion on navigating the market noise and volatility, his outlook on the US economy, and opportunities in gold, silver, copper, and rare earth stocks for the balance of this year and longer-term.

Wed 9 Apr, 2025
14 comments

John Rubino – Gold, Silver, And PM Stocks Shining Bright Amidst The Market and Macroeconomic Volatility

John Rubino, reflects on the reasons why gold, silver, and precious metals stocks have continued to outshine macroeconomic turbulence and general market volatility.

Thu 13 Mar, 2025
27 comments

John Rubino – Fundamental Strength In Gold Presents A Compelling Catch-Up Trade In The Junior Precious Metals Stocks

John Rubino breaks down the fundamental reasons why gold has been continuing to break higher in 2025, and why he expects to see silver, and the junior gold and silver stocks have a compelling catch-up trade.

Thu 13 Feb, 2025
17 comments

Peter Krauth – Pro Tips On Investing In Junior Silver Stocks – Blackrock, Summa, Dolly Varden, GoGold, and Kingsmen

Peter Krauth joins me for a wide-ranging discussion on the macroeconomic factors moving the precious metal sector, and some pro tips on investing junior silver stocks, including Blackrock, Summa, Dolly Varden, GoGold, and Kingsmen.

Fri 31 Jan, 2025
3 comments

John Rubino – 2025 Outlook On Geopolitics, US And Global Macroeconomics, Interest Rates, US Dollar, Oil, Nat Gas, Gold, And Uranium

John Rubino, provides his 2025 outlook on geopolitics, both US and global macroeconomics, along with expectations on interest rates, the US dollar, oil, natural gas, gold, and uranium, and the related resource stocks.

Mon 13 Jan, 2025
2 comments

John Rubino – Gold And Silver Breaking Higher, Geopolitics, Q4 Earnings Expectations In PM Miners, Improving Margins, And Trends In Inflation

John Rubino discusses the recent break higher in both gold and silver, the contrasting moves within the PM mining stocks versus juniors, looking ahead to Q4 earnings, the improving producer margins, and the macroeconomic trends behind inflation both inside mining and in the broad economy.

Mon 9 Dec, 2024
3 comments

Nick Hodge – Macroeconomic Movers, The Chinese Economy, Outlook On Copper and Lithium Stocks

Nick Hodge discusses the macroeconomic factors moving markets, the Chinese economy, and investing trends in both the copper and lithium markets, along with their related equities.

Wed 16 Oct, 2024
4 comments

Craig Hemke – Gold Will Shelter Us Through The Coming Economic And Geopolitical Storm

Craig Hemke joins me for a bigger-picture discussion on the role of gold in one’s diversified portfolio as counter-measure to economic and geopolitical tensions, and the ongoing devaluation of global fiat currencies over time. 

Mon 14 Oct, 2024
26 comments

Dave Kranzler – Shorts In Tesla, Super Micro, Harley, And Homebuilders – Value Proposition In PM Stocks Like Viva, Cabral, Heliostar, Integra, New Pacific, And The Gatos and Silvercrest Takeovers

Dave Kranzler joins me for a wide-ranging discussion on the truth and fiction in government macroeconomic numbers, what US stocks he is shorting, and what gold and silver stocks he is bullish on in the junior precious metals sector, and a whole lot more.

Thu 10 Oct, 2024
5 comments

Craig Hemke –  Outlook On Oil, Gold, Silver, And Precious Metals Stocks In Context With The Geopolitical And Macroeconomic Backdrop

Craig Hemke reviews the elevated oil, gold, and silver price levels, in context with the geopolitical and macroeconomic factors, but continued weakness in PM stocks in contrast to the metals.

Mon 7 Oct, 2024
12 comments

Marc Chandler – Jobs Report, GDP Forecasts, ISM Manufacturing, And Inflation Metrics Better Than Expected, Central Banks Continue Easing, And A Review Of The Chinese Economy

Marc Chandler reviews a number of macroeconomic factors moving the markets from jobs, to inflation, to manufacturing, to GDP forecasts, and central bank loosening policies, the soft landing narrative is still pervasive.

Sun 6 Oct, 2024
2 comments

Marc Chandler – Key Takeaways From Friday’s Jobs Report, Coming Fed Rate Cut Expectations, And The Steepening Yield Curve

Marc Chandler unpack the nuances in Friday’s jobs report miss and more downward revisions to the prior 2 months, market expectations around the series of coming Fed rate cuts, and the potential signal of the yield curve moving from inverted to steepening and normalizing. 

Sun 8 Sep, 2024
10 comments

Jordan Roy-Byrne – Gold Close To Breaking Out To New Highs In Inflation-adjusted Terms, And Both GDX and GDXJ Close to Breaking Out Above Lateral Price Resistance

Jordan Roy-Byrne, CMT, MFTA, reviews the significance of gold getting close to breaking out to new highs in inflation-adjusted terms, and both GDX and GDXJ are close to breaking out above lateral pricing resistance.

Wed 28 Aug, 2024
9 comments

Chris Temple – Post Fed Meeting US Equity Markets And Commodities Take A Back Seat To Recession Concerns

Chris Temple discusses the market moves coming out of the Fed  FOMC meeting and weaker jobs data this week,, where US equities and commodities rolled over on increasing recession concerns ..

Fri 2 Aug, 2024
14 comments

Robert Sinn – Multiple Tailwinds For Precious Metals Stocks Heading Into August

Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) reviews his macroeconomic outlook, sector seasonality, and Q2 earnings all as positive tailwinds for the gold and silver junior mining stocks as we head into August

Fri 26 Jul, 2024
14 comments

Brien Lundin – Fundamental And Technical Setup In Gold, And Factors Moving Resource Stocks

Brien Lundin review the fundamental and technical setup in the gold and what news and market factors are moving the resource stocks in gold, silver, copper, and uranium, and which companies have his attention.

Thu 18 Jul, 2024
6 comments

Dave Kranzler – With Gold At All-Time Highs Again, Then Why Aren’t Gold Stocks Performing Better?

Dave Kranzler discusses the all-time high made in gold today, the underwhelming response from the gold stocks, and analyzing jurisdictional risk for opportunities in resource stocks.

Tue 16 Jul, 2024
3 comments

Joel Elconin – Is This A Defensive US Equities Bull Market?

Joel Elconin discusses the continued march to new highs in the S&P 500, the mega-cap tech leadership, a deep dive into Tesla, and technical comments on Bitcoin, gold, oil, and inflation.  

Fri 5 Jul, 2024
0 comment

Craig Hemke – Options Expiration And Economic Data Could Make For A Volatile Precious Metals Market This Last Week Of the Month And Quarter

Craig Hemke, discusses the volatile week ahead with the options expiration contracts rolling over and the anticipated PCE inflation and personal income and spending data both due out this Friday morning.

Mon 24 Jun, 2024
8 comments