Brent Johnson Milkshakes Pod, Released on 4/5/26 The ships that last safely transited the Strait of Hormuz before its closure on March 4, 2026 are arriving at their destinations this weekend. This presentation, built from JP Morgan, EIA, IEA, and UN data, walks through exactly what that means — what’s on those ships, who depends […]
Competent Man Podcast – Tom Bodrovics, Released on 4/3/26 (Recorded on 4/1/26) 00:00:00 – Introduction 00:00:39 – War Risks and Recession 00:03:37 – Resource Nationalism Trends 00:05:57 – Energy Pricing Acceleration 00:06:59 – Uranium Business Opportunities 00:08:09 – Liquidity and Banking Risks 00:13:24 – High Yield ETF Dangers 00:18:02 – Wealth Tax Critique 00:22:04 – […]
Wealth Building Blueprint, Released on 4/3/26 (Recorded on 4/1/26) In this exclusive interview, I sit down with Dr. Marc Faber, renowned economist and publisher of the Gloom, Boom & Doom Report, to discuss the latest developments in the global economy, gold and precious metals markets, inflation, deflation risks, and the geopolitical impact of the Iran […]
The Deep Dive, Released on 4/1/26 In this conversation with Doug Casey, Author and Founder of International Man, Casey Research, we discuss the war in the Middle East, the growing instability in politics, and why he believes investors need to think more defensively even as the long-term case for gold remains intact. Doug explains why […]
Wealthion, Released on 4/1/26 In this conversation with Maggie Lake, Peter Boockvar, CIO of OnePoint BFG Wealth Partners, explains why the global economy has entered a new structural regime—one defined by persistent inflation, elevated commodity prices, and higher-for-longer interest rates. Following geopolitical disruptions and supply chain shocks, Boockvar argues that countries are shifting toward stockpiling […]
Kitco News, Released on 3/30/26 00:00 The Fed inflation trap and commodity breakout 01:31 Why central banks cannot stop this supply shock 03:32 The US debt crisis and the return of the 1970s 06:01 The CPI illusion vs official inflation data 09:35 Will rising energy costs trigger social unrest? 13:13 The hidden buyers of US […]
The Contrarian Capitalist, Released on 3/11/26 Topics covered in this podcast include: Tavi’s short, medium and long-term playbook Brazil, why the stock market could present a fantastic opportunity, and some key companies to watch out for Why Tavi is bullish on commodities, energy and Latin America How to safely play Chinese equities 3 Mining Companies […]
Financial Repression Authority, Released on 3/12/26 Charles Hugh Smith writes the Of Two Minds blog which covers an eclectic range of timely topics: finance, housing, Asia, energy, long-term trends, social issues, health/diet/fitness and sustainability. From its humble beginnings in May 2005, Of Two Minds now attracts some 200,000 visits a month. Charles also contributes to […]
