This compilation of financial insights includes videos from Palisades Gold Radio, Wall Street Silver, StockPulse, and Mark Moss.
Alfredo Pinel, the head of research at Game of Trades joins Tom on Palisades Gold Radio to discuss the Dollar wrecking ball having it’s way with gold. Global macro commentator Andrew Axelrod joins Wall Street Silver to explain why there is major trouble ahead for the US Dollar. Jeff Reeder of Peruvian Metals joins StockPulse to talk about why high-grade is everything. CEO Michael Allen of StrikePoint Gold also joins StockPulse to talk about why Nevada is the number one jurisdiction for mining on the entire planet. Mark Moss discusses war in the Middle East and the affect on oil, the Dollar, and the markets.
Palisades Gold Radio
Oct 12, 2023
Tom welcomes Alfredo Pinel, the head of research at Game of Trades to discuss current macro trends. Pinel explains taylors good data with actionable strategies for their subscribers.
One trend in the markets that has been grabbing attention is the risk rotation and the Fed pivot. This has caused an increase in S&P 500 price-to-earnings ratios, higher than those seen in the past few decades. Alfredo mentioned that Game of Trades can assist investors by reducing market noise, providing data-driven research, and simplifying complex information.
According to Alfredo, there has been a clear rotation towards defensive stocks, such as healthcare, utilities, and consumer staples, since July. This shift is due to concerns about potential structural rises in interest rates. These defensive stocks have seen outperformance due to their compelling valuations and the potential for rates to stay high for some time.
Currently, bond investors are pricing in a high level of volatility, while equity investors are remaining complacent. This could mean that equity investors should pay more attention to concerns around rate hikes and look into investing more defensively.
The topic of banks and their exposure to monetary policy tightening was also discussed. Alfredo mentioned that due to government intervention in March, the impact of rising short rates has been avoided, but the mismatch of assets is still a risk for these banks. They have been implementing strategies to manage this risk, but regulators are also pushing for them to raise capital and adjust their hedging. If lending growth takes a hit for these banks, it could have a negative impact on the job market.
Alfredo also discussed the potential impact of higher interest rates on the average consumer. With credit card debt continuing to rise and default rates increasing, it is important for consumers to be mindful of their spending habits in light of the economic pressures. The economies of the US and Europe are linked, and the effects of higher rates in Europe could have a spillover effect on the US.
In terms of commodity markets, uranium prices have been on the rise due to increased demand from utilities and potential supply cuts from China and Russia. However, uranium ETFs and miners have not yet caught up, as the risk sentiment needs to improve.
Lastly, Alfredo shared his views on oil prices and its inverse relationship with recession. While the price of oil may increase up to $100, anything beyond that could have serious ramifications for the economy and may not be priced in the market yet.
Wall Street Silver
Premiered Oct 12, 2023
Global macro commentator Andrew Axelrod joins us today, and we delve deep into the rising tensions in the Middle East, their implications on the global market, and the intricacies of precious metals. Andrew presents alarming figures on the US’s skyrocketing national debt, drawing parallels to historical events and questioning the sustainability of current economic practices.
Oct 12, 2023
Explore the world of Peruvian Metals (TSX.V: PER | OTC: DUVNF) in this exclusive interview with Jeff Reeder. Discover their profitable mining strategies, tight share structure, and ambitious plans to increase revenue growth. Don’t miss out on the opportunity to learn from industry experts. Like, subscribe, and stay updated with the latest insights in the mining sector!
Discover the potential of StrikePoint Gold (TSX.V: SKP | OTC: STKXF) in our exclusive interview with CEO Michael Allen. Uncover their game-changing Cooper Project in Nevada, high-grade silver resources, and a top-tier management team. Stay updated with upcoming drill results and news from this exciting venture. Don’t forget to like, subscribe, and join us for all the latest in the world of mining and exploration!
Oct 12, 2023
What happened over the weekend looks to be the catalyst for a potentially long, drawn-out regional conflict that could disrupt the oil supply from the Middle East and therefore the energy markets. Now, I see these factors continuing to put upward pressure on oil prices into 2024 and beyond. In fact, the US Energy Information Administration, the EIA, has recently put out a forecast for rising oil consumption through 2020 for Israel is also currently selling more than 30 billion in foreign reserves to help prop up their currencies at a time when the US Treasury market and the markets are already extremely fragile.
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