Goldfinger Capital, Released on 6/11/26
Bob Moriarty is the founder of 321gold, he focuses on precious metals and junior mining but is not afraid to weigh in on geopolitics with a strong anti-war belief system. In this month’s conversation, Bob and I discuss the June to forget in precious metals and mining stocks, before delving into the latest from the Middle East. Bob and I also dissect precious metals investor sentiment and why we may not have seen the ultimate lows for this correction.
00:00 Intro
01:30 Gold Miners Bullish Percent Index
04:40 SpaceX IPO
07:30 “Managing” the oil price
09:30 “Billy Beer”
10:58 “We voted for Donald Trump and we got John McCain”
13:20 Regime change
15:45 “Dark tanker” fleet
17:35 Apache incident
20:50 Bob’s theory on the F15 pilot rescue story
26:00 Remarkably calm oil prices
28:50 Potential for being catastrophic
30:10 Sentiment in precious metals
32:15 “Silver is even more interesting”
34:58 “This is not 2011”
35:20 Hercules Metals (TSX-V:BIG)
37:40 Resource/materials equities as a percentage of total market capitalization
40:00 The Art of Peace
43:00 Cuba
45:55 Drug boat assassinations
48:20 Which country consumes 50% of all illegal drugs?
49:47 Thank you for your attention to this matter!
Bob Moriarty is the founder of 321gold.com, a popular website which features articles, editorial opinions, pricing figures and updates on current events affecting precious metals. Previously, Moriarty was a Marine F-4B and O-1 pilot with more than 820 missions in Vietnam. He holds 14 international aviation records. He is the author of Nobody Knows Anything and Basic Investing in Resource Stocks.