Metals and Miners, Released on 2/10/25

00:00 Introduction to Economic Dynamics
01:26 Interest Rates and Inflation: A New Perspective
03:34 Quantitative Easing: The Fed’s Dilemma
06:08 Liquidity Concerns in the Banking Sector
09:17 AI and Market Competition: The DeepSeek Effect
15:29 Electrification and Grid Development: A Comparative Analysis
22:28 Critical Minerals and U.S. Mining Potential
27:31 The Future of the U.S. Dollar and Global Trade
31:54 Tariffs, Currency Devaluation, and Gold’s Role
36:08 The Future of Mining: Opportunities and Challenges
40:31 Silver’s Rising Demand: A New Era for the Metal
44:36 Uranium Market Dynamics: Supply Deficits and Investor Sentiment

Nomi Prins is an American author, journalist, and Senior Fellow at Demos. She has worked as a managing director at Goldman-Sachs and as a Senior Managing Director at Bear Stearns, as well as having worked as a senior strategist at Lehman Brothers and analyst at the Chase Manhattan Bank. Prins is known for her books All the Presidents’ Bankers: The Hidden Alliances that Drive American Power, Collusion: How Central Bankers Rigged the World and Permanent Distortion: How the Financial Markets Abandoned the Real Economy Forever. She publishes articles on her Substack which is called Prinsights. 

  gold, gold miners, gold stocks, investing, mining stocks, precious metals