Doc joins me on this Veterans Day and Remembrance Day to share his thoughts on where gold and silver could go after the selloff last week. The close on Friday has Doc looking at some lower levels in the short term. We also touch on the overall strength of the US markets.
Marc Chandler, Managing Partner at Bannockburn Global ForEx joins me for a comprehensive recap of the market moves this week that continued to push US and international market to higher levels. A lot was on the back of trade optimism which Trump is trying to pullback after his comments today. Pay attention to Marc comments regarding markets not always following fundamentals.
Jordan Roy-Byrne joins me today to share his thoughts on the precious metals sector after yesterday’s selloff. We look at the recent action in the gold and silver stocks as very encouraging for the overall PM complex however we probably won’t see a major move higher this year. We also address how the stock market, US dollar, and bond market are playing their rolls.
Chris Temple joins me today for a general discussion on bubbles and the narrative of an everything bubble. We address how interest rates and central banks play a roll but also some other factors that we have seen throughout history that contribute to the growth of bubbles.
Chris Temple and I chat today about the big picture for investors especially the PM bulls. We compare the market moves to back in 2000 and 2008. Plus comments on trade, USD moves, and global interest in equity markets.
It’s a touch day for gold and silver investors as both metals are selling off along with other risk off assets. The potential of a Phase 1 Trade deal is being blamed however there is a bigger picture theme of money flowing into equity markets around the world. Ed Moya, Senior Market Analyst at OANDA joins me to share his thoughts on what is driving these big moves down today in safe assets.
A new guest to the show John Grace, Founder and President of Investor’s Advantage joins me for a discussion on balancing the new market highs with the fear of a significant market meltdown. We are all cognizant of a market breakdown but as US markets continue to extend to all time highs it’s important to not get sucked into going all in on any side of the trade. We dive into the balance between risk off and risk on moves.
This week was packed with news on the US economy and a Fed statement all of which are important for investors. I cover what’s noteworthy for the big picture and some trading strategies for the metals complex heading into the end of the year.
Please keep in touch by emailing me at Fleck@kereport.com.
- Segment 1 and 2 – I kick off the show with Peter Boockvar, Chief Investment Officer at Bleakley Advisory Group. We discuss the shift in the bond markets globally and how where he sees money flows going over the next year.
- Segment 3 – Jayant Bhandari joins me to share information on the potential restrictions the Indian government might put on gold. We then shift to some of the juniors that have his attention in Atlantic Canada.
- Segment 4 – Dave Erfle and I focus entirely on the gold and gold stock market. We chat about recent weakness being bought, gold shares and silver showing relative strength, and the reasons
Exclusive Company Interviews This Week
Doc kicks off today with a quick comment on the recent Fed statement and quickly shifts to a discussion on the US Dollar. With the dollar being in a short term downtrend but yet to break the almost 2 year uptrend Doc thinks this month will be very important for the dollar. We also consider how a falling dollar impacts a wide range of markets.
Dana Lyons and I discuss the overall health of the US markets and risk tolerance around the world. We also look to some of the sectors that he is has a bullish outlook on no matter what the overall markets do. Plus look to international markets breaking to highs as a sign that investors are not as scared as some people are saying.