Macro Voices, Released on 10/3/24 Luke Gromen is a graduate of the University of Cincinnati and received his MBA from Case Western Reserve University. He earned the CFA designation in 2003. Luke provides strategic consulting services for corporate executives and is the founder of The Forest For The Trees, LLC, a macro/thematic research firm catering to […]
CapitalCosm, Released on 9/22/24 Fergus Cullen, better known as Trader Ferg on Twitter, is a well-known trader and investor who has the knack of finding multi-baggers. Ferg was an asset manager in Australia, before meeting his mentor who inspired him to get into trading. This set Ferg on a path of quitting his job before […]
Palisades Gold Radio, Released on 8/29/24 0:00 – Introduction 1:08 – Science Hype Cycle 4:19 – Battery Lifespan, & Silver 8:30 – EV Costs, China, & Hybrids 13:37 – Western EV Demand 14:49 – Carbon Use Comparisons 17:03 – Pollution & Carbon 22:13 – Efficiency & Reuse 26:56 – West GRID Solutions 30:00 – U.S. […]
Metals and Miners, Released on 8/6/24 In this exclusive interview, Nomi delivers a comprehensive analysis of the current economic landscape and its implications for investors. As the Fed prepares to navigate a complex path of interest rate adjustments, Nomi shares her insights on the potential impact on the economy, precious metals, and energy markets. With […]
Palisades Gold Radio, Released on 7/31/24 0:00 – Introduction 0:31 – An Insolvent Nation 4:39 – Credit Spreads & Outlook 9:34 – Five Sector Model 11:07 – Yield Curve Inversion 15:08 – Equity Crash @ Cuts? 18:10 – Election & Dollar 23:07 – Model & Sectors 25:26 – Energy & GDP 26:42 – Fall Data […]
Financial Sense, Released on 6/21/24 Financial Sense Newshour’s Jim Puplava engages in a compelling discussion with energy expert Art Berman, dissecting the facts, myths, and half-truths surrounding the global energy transition from fossil fuels… Arthur Berman is a petroleum geologist with 37 years of oil and gas industry experience. He is an expert on U.S. […]
The David Lin Report, Released on 6/16/24 (Recorded on 6/14/24) The IEA projects a peak of oil demand by 2029, followed by “spare capacity never seen before other than at the height” of the 2020 era of excess supply. Doomberg and Paul Sankey, President of Sankey Research, discuss their analysis and projections for the future […]
Money of Mine, Released on 6/14/24 We’ve got a great chat to share with Fergus Cullen (or Trader Ferg). Ferg writes a popular Substack blog, where he hunts for value investments in a lot of the areas we like to look. We had a blast picking through PGMs, beaten oil services plays, the evolution of […]
