Commodity

[upbeat music] This is the Commodity Culture Podcast, where we interview prominent investors, fund managers, analysts, and company CEOs to give you an edge when it comes to investing in the commodity space.

Alistair McCloud, it is great to have you on Commodity Culture.

I wanna kick things off with where we are right now in the life cycle of the US dollar and fiat currencies globally, because you've been saying recently that a collapse in fiat currency could be coming faster than many anticipate, possibly within 18 months.

I wonder if you could break that down for us.

This is the Commodity Culture Podcast, where we interview prominent investors, fund managers, analysts, and company CEOs to give you an edge when it comes to investing in the commodity space.

Melody Wright, great to have you on Commodity Culture.

I want to start with the overall picture of the U.S. economy as you see it today.

What are the main data points that you're watching right now and how wide is the delta right now between what's officially being reported and what's actually going on in the real economy?

This is the Commodity Culture Podcast, where we interview prominent investors, fund managers, analysts, and company CEOs to give you an edge when it comes to investing in the commodity space.

Ed Stier, it is great to have you back on Commodity Culture.

Now, we saw silver run to within pennies of $70 at the end of last month before a downturn.

Here we are at around $63 an ounce.

This is the Commodity Culture Podcast, where we interview prominent investors, fund managers, analysts, and company CEOs to give you an edge when it comes to investing in the commodity space.

Rick Rule, great to have you back on Commodity Culture.

The cries of silver stackers are once again filling up my comment section as recent price action has led us now to $64 an ounce as we sit here today after we came within pennies of closing at $70 at the end of August.

I've spoken to a few people on this show who believe that the bullion banks and other powers that be are defending the $70 level.

This is the Commodity Culture Podcast, where we interview prominent investors, fund managers, analysts, and company CEOs to give you an edge when it comes to investing in the commodity space.

James Rickards, it is great to have you back on Commodity Culture.

Let's kick things off with the gold market as we saw it break out towards the end of August, peak at around $4,600 and then drop back to around $4,300 where it sits today.

The bearish factors seem to be continued conflict in the Middle East and the potential for a rate hike out of the Fed.

And thank you for listening to another episode of Investec's Weekly Energy Update with Callum Macpherson.

If you would like to discuss any of the contents of the episode, drop Callum an email on callum.macpherson@investec.co.uk or visit investec.com/commodities.

Until next time, thank you for listening.

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This is the Commodity Culture Podcast, where we interview prominent investors, fund managers, analysts, and company CEOs to give you an edge when it comes to investing in the commodity space.

Michael Oliver, great to have you back on Commodity Culture.

I want to kick the conversation as I often do with you with the silver market.

Now, it's been looking like it wants to breach $70 for a while now, but hasn't been able to quite get there.

It had come up from below in the 50s, mid-50s.

Very cheap oil, by the way, historically.

Again, measured against itself, measured against the Bloomberg Commodity Index, measured against the S&P, measured against the money supply.

It was off the page cheap.

This is the Commodity Culture Podcast, where we interview prominent investors, fund managers, analysts, and company CEOs to give you an edge when it comes to investing in the commodity space.

Mark Faber, it is great to have you back on Commodity Culture.

It feels like a lifetime has passed since we last spoke.

There's so much I want to get your thoughts on.

[upbeat music] This is the Commodity Culture Podcast, where we interview prominent investors, fund managers, analysts, and company CEOs to give you an edge when it comes to investing in the commodity space.

Jay Martin, it is great to have you back on Commodity Culture.

I wanna talk about the broad market 'cause it continues to look very overvalued here.

I've had so many experts on this show, we've seen many people talk about it on other programs, that a major correction is just around the corner, but of course, it never seems to arrive.

Mine is very geopolitic-centric, and we've got another team that publishes a letter built by, written by junior mining investors for junior mining investors.

Tons of fun if you wanna get in the weeds there.

And, uh, and then we have an online education platform called The Commodity University.

You can find that there as well.

This is the Commodity Culture Podcast, where we interview prominent investors, fund managers, analysts, and company CEOs to give you an edge when it comes to investing in the commodity space.

Mario and Echo, great to have you back on

Commodity Culture.

Silver has taken a step back to around $65, looking like it wanted to break $70 multiple trading days in a row.

Took a step back.