David Kranzler: Poking Bears And Black Swans

Palisades Gold Radio, Released on 2/13/24

0:00 – Introduction
0:43 – Putin/Tucker Interview
4:40 – Bias & Poking The Bear
11:00 – S&P500 & Tech Bubbles
15:05 – Perception & Risk
20:54 – Looming Black Swans
24:40 – Federal Debt Refinancing
29:28 – GDP “Growth”, CPI & Reality
32:47 – The Silent Recession
36:42 – Unfixable Problems
41:00 – Pain Before Reset
42:50 – Company Valuations
49:26 – Miners & Valuations
55:07 – Sentiment & Apathy
58:08 – Metal Fundamentals
1:03:52 – Market Behavior & Risk
1:07:54 – Concluding Thoughts
1:12:52 – Wrap Up

Dave Kranzler spent many years working in various Wall Street jobs. After business school, he primarily traded junk bonds for a large bank. Dave graduated from Oberlin College with majors in Economics and English and he also has an MBA from the University of Chicago, with a concentration in accounting and finance. Currently, he co-manages a precious metals and mining stock investment fund in Denver. He has nearly thirty years of experience in studying, researching, analyzing and investing in the financial markets. His daily articles can be found at his site, Investment Research Dynamics.

Subscribe
Notify of
guest

0 Comments
Inline Feedbacks
View all comments