John Rubino – Mega Cap Tech vs Gold As An Inflation Hedge
John Rubino, Follow John on his Substack, joins us to outline why he thinks a market crash and recession are on the horizon. This makes…
John Rubino – Gold, Gold Stocks and Oil; Is It Geopolitics Or Other Factors Driving Price?
john Rubino (follow John’s Substack here) joins us to discuss the balance between geopolitics vs other market factors driving gold, oil and the broad averages….
John Rubino – Fed Capitulates, Gold and Silver Equities Starting To Move
John Rubino joins me on this Easter Monday to discuss why he thinks the Fed just capitulated and why gold and silver stocks have started…
John Rubino – Assessing Risks, But Also Noting One Ray Of Light In The Gold And Silver Stocks
John Rubino review some of the risks and also opportunities in the gold and silver stocks, and highlights the precious metals companies as a ray of light within sector.
John Rubino – Was Gold Closing Above $2100 Today The Breakout Move We’ve All Been Waiting For?
John Rubino with his outlook on the precious metals sector, with gold breaking out above $2100, with silver having a nice move higher, and a then the precious metal stocks starting to pop up in tandem.
John Rubino – Outlook on Gold, Silver, PM Producers Earnings And Margins, Sector Sentiment, And Newsflow From Juniors
John Rubino discusses his outlook on gold, silver, precious metal producers earnings reports, the narrative versus the reality around margins, the poor sector sentiment, and key recent newsflow from the PM juniors over the last week.
John Rubino – The Issue Of Rising Interest Rates, The Truth Behind The Strong Jobs Data
John Rubino joins us today to discuss the rise in interest rates and last Friday’s strong US job data. While we continue to hear…
John Rubino – Recession Indicators Abound, What Does It Mean For Commodities?
John Rubino, Editor of John Rubino’s Substack, joins us to outline a number of recession indicators that have his attention and why he thinks a…
John Rubino – Gold Price To $5-10K, Energy Outlook Negative, Digging Into The Jobs Data
John Rubino, publisher of his newsletter over at Substack joins us to share his thoughts on the gold price in the near term (price floor…
John Rubino – Markets Rally As Economic Data Still Mixed, But Opportunities Abound In Gold And Uranium Equities
John Rubino discusses the everything rally we’ve seen in most markets, mixed macroeconomic factors, and continued opportunities he sees in gold and uranium equities, as we move into 2024.
John Rubino – Focusing On Which Gold Stocks To Position In Considering The Volatility In Precious Metals
John Rubino discusses the recent volatility in gold, and which types of gold stocks he is animated by and holding in his portfolio.
Excelsior’s Week In Review – Episode 2 – Surfing The Macroeconomic Waves, Riding High On Uranium Trends, While Oil And Gold Were Pulled Down Under The Riptides
Shad reviews last weeks macroeconomic drivers covering interest rates, US dollar, Jobs Report, inflation, Fed policy, Oil, Copper, Gold, Uranium, resource stocks, and much more…
John Rubino – Gold May Be Sniffing Out The Dichotomy Between Weakening Economic Data And Rallying General Equities
John Rubino outlines the key macroeconomic data points on his radar, and the strength in gold sniffing out the disconnect seen between market rallies and the weak economic data foretelling the potential of a coming recession.
John Rubino – Commercial Real Estate and WeWork Bankruptcy, US Credit Rating Downgrades, Gold Stocks vs The Gold Price
John Rubino, publisher of his newsletter over at Substack joins us to discuss the issues he sees in commercial real estate and the US debt….
John Rubino – Macroeconomic Data Turbulence Helping Gold, But Not So Much The Gold Stocks
John Rubino outlines the different macroeconomic data points that continue to underpin gold strength, but not so much the gold stocks.
John Rubino – Mixed Financial Data And Geopolitical Pressures Continue Creating Market Volatility
John Rubino reviews the continued volatility in markets caused by mixed macroeconomic data and geopolitical tensions.
John Rubino – Reflections On Interest Rates, The US Dollar, Costco Gold Buying, Oil, And Uranium
John Rubino reviews the higher interest rates and a surging US dollar, the big rush of gold buying at Costco stores, and the energy commodities of oil and uranium.
John Rubino – Continued Spotlight On The Energy Commodities Of Oil and Uranium
John Rubino, continue to shine a spotlight on the energy commodities of oil and uranium, in lieu of the current macroeconomic backdrop.
John Rubino – Riding The Macroeconomic Waves In Energy Commodities Like Oil, Copper, and Uranium
John Rubino, with a wide-ranging discussion on the macroeconomic environment that will lead to riding multi-part waves in the energy commodities like oil, copper, and uranium.
John Rubino – Ongoing BRICS Initiatives, Continued Interest Rate Pressures, And The Bright Spot In The Energy Sector With Oil And Uranium Stocks
John Rubino, with a wide-ranging discussion on BRICS nations initiatives, the effects of higher interest rates, and the energy sector being one of the bright spots in otherwise tough market conditions.