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In this episode, Tom Bodrovics speaks with the always forthright hedge fund manager Chris MacIntosh about the current state of markets and society, which MacIntosh characterizes as a historic “blow-off top” encompassing both financial excess and social absurdity. He argues that the system is breaking down due to unsustainable debt and geopolitical conflict that no major power has an incentive to end. MacIntosh frames the current situation as an “age of consequences” resulting from years of under...
In this episode of The Competent Investor, Chris Vermeulen, founder of The Technical Traders, discusses the current market environment with your host Tom. Vermeulen observes that the market is exhibiting signs of a potential blow-off top, driven by FOMO and a strong risk-on sentiment. Investors are piling into technology, AI, small caps, and speculative stocks, while defensive sectors like utilities and dividend-paying stocks lag. He emphasizes that extreme bullish sentiment is a contrarian indi...
Tom Bodrovics welcomes back Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, for a discussion on the economic landscape and the Federal Reserve’s role. DiMartino Booth highlights the complexities surrounding Jerome Powell’s potential departure from the Fed, noting that while Powell has faced criminal charges, he is likely to stay to protect his integrity and prevent a Trump-appointed successor. She draws a historical parallel to Mariner Eccles’ tenure, suggesting th...
Tom welcomes Josh Young, CIO of Bison Interests, to discuss the potential for a prolonged and sticky energy shock stemming from the closure of the Strait of Hormuz amid the Iranian conflict. He emphasizes the profound uncertainty surrounding the conflict’s duration, noting that neither military participants nor analysts can predict its timeline, which explains recent oil price volatility. Young challenges the prevailing view that global oil inventories of roughly 8.4 billion barrels are insuffic...
Willem Middelkoop, author of “The Big Reset” and founder of the Commodity Discovery Fund, discusses the geopolitical and economic impacts of recent conflicts, particularly the war in Ukraine and tensions around Iran. He argues that the U.S. has lost significant geopolitical influence, while China has gained, and the Strait of Hormuz’s closure has put pressure on oil prices. Middelkoop predicts that oil prices could reach $150 per barrel to achieve real demand destruction, leading to a worldwide ...
Martin Armstrong, CEO & Chairman of Armstrong Economics, shares his insights on global politics, economic strategies, and the current geopolitical landscape with host Tom Bodrovics. Armstrong, with 50 years of experience, critiques the lack of long-term strategic thinking in governments, citing examples such as the Iran and Ukraine conflicts. He argues that leaders often prioritize short-term gains, like winning the next election, over addressing critical issues like national debt and defens...
Tom welcomes Steve Todoruk, a geoscientist and investment executive with Sprott Wealth Management, to discuss his extensive experience in the junior mining sector and his current focus on identifying promising investment opportunities in gold, silver, and copper. Steve’s background in running mining companies has given him a unique perspective on the industry, enabling him to appreciate the challenges and opportunities faced by mining companies and investors alike. He highlights the strong funda...
Your host Tom Bodrovics and Alasdair Macleod, Head of Research for GoldMoney and author of the Macleod Finance Substack, discuss the significant financial stresses exacerbated by the ongoing war and pre-existing economic issues. Macleod highlights that government finances, particularly in G7 economies, are heavily reliant on deficit spending, creating an unsustainable situation. He also notes that the value of commodities priced in gold has fallen to unusually low levels, indicating an underlyin...
Tom Bodrovics welcomes Rory Johnston, a commodity market researcher specializing in oil and gas, to discuss the current state of the global energy market. Johnston highlights the unprecedented situation where OPEC+ output reached an all-time low last month, and the significant impact of the closure of the Strait of Hormuz on global oil supplies. Johnston notes that over 90 Very Large Crude Carriers (VLCCs) are headed to the US Gulf Coast to pick up crude, a situation that has gained attention, i...
Tom Bodrovics and London Paul discuss the US's strategic blunders and failed objectives in the ongoing conflict, including its underestimation of Iran and challenges in finding an "off-ramp." They warn of severe global energy shortages, food disruptions, and potential hyperinflation due to supply chain fragility. The conversation also explores the impact on precious metals, the risks to the global financial system, and the accelerating de-dollarization trend, emphasizing the need for personal preparedness against misinformation and economic instability.
Tom welcomes back Simon Hunt to the the show. Simon is a consultant on the global economy, China, and the copper industry. He discusses the geopolitical implications of a ceasefire between the U.S. and Iran, and its potential impact on the global economy. The ceasefire, Hunt argues, is unlikely to be durable due to the unacceptable terms proposed by Iran, which include control over the Strait of Hormuz and the withdrawal of U.S. forces from the region. Hunt suggests that the U.S.’s motivation fo...
Tom Bodrovics welcomes back Jaime Carrasco, Senior Portfolio Manager and Senior Investment Advisor at Harbourfront Wealth Management, to discuss the geopolitical and economic landscape in light of the escalating tensions with Iran. Carrasco emphasizes the importance of being defensively positioned in the markets amidst such uncertainty. He highlights the long-term shift away from the US dollar as the global reserve currency, drawing parallels to historical events like the Russian Revolution. Car...
Tom Bodrovics welcomes Rick Rule to the show. Rick Rule is a legendary Investor, Speculator, Founder and CEO of Rule Investment Media. Rule discusses several critical economic and investment insights, focusing on potential risks and opportunities in the current global landscape. Rick emphasizes the potential for a liquidity squeeze and credit crisis, advising investors to maintain liquidity and be prepared for potential market downturns. He highlights the ongoing trend of resource nationalism an...
Chase Taylor, a Global Macro Strategist and Editor at Pinecone Macro, joined Tom Bodrovics to discuss the geopolitical implications of the ongoing war and its impact on global markets. Taylor, has a background in geospatial intelligence and a deep interest in history and geopolitics, emphasizes the importance of asking the right questions rather than seeking immediate answers in the midst of conflict. Taylor highlights the significant delta between public narratives and the reality on the ground...
Tom Bodrovics welcomes back Don Durrett, author, investor, and founder of Goldstockdata.com, to discuss the current state of the metals and mining markets, with a particular focus on gold and silver. Don emphasizes his strategy of buying during market dips, which he has applied successfully in recent months. He notes that gold experienced a significant correction, dropping from $5,600 to around $4,100, and has since rebounded to nearly $4,600. Durrett attributed this volatility to the geopolitic...
Tom Bodrovics welcomes back ‘The Market Sniper’ otherwise known as Francis Hunt. Francis a renowned trader and analyst, delves into the current economic landscape, focusing on the intersection of energy, inflation, and debt. Hunt emphasizes that the ongoing conflicts and disruptions in energy infrastructure, particularly in the Middle East and Russia, are driving a broader inflation story. He argues that the world is experiencing an extreme version of stagflation, characterized by economic stagn...
Adrian Day, CEO of Adrian Day Asset Management and Manager of EuroPacific Gold Fund, shares his insights on the mining industry and gold market during this episode with your host Tom Bodrovics. Day recently attended the Prospectors & Developers Association of Canada (PDAC) conference, noting an initial positive sentiment among investors, particularly junior companies, although this declined as gold did not respond as expected to geopolitical events like the bombing in Iran. Day explains that...
Tom Bodrovics welcomes Lawrence Lepard, Founder and Managing Partner of Equity Management Associates to the show. The discussion centers on the increasingly complex economic and geopolitical landscape, the impact of the recent war and its potential consequences. Lepard highlighted several key indicators to monitor, including the U.S. 10-year yield, gold, Bitcoin, and the price of oil, which he believes are crucial for understanding market dynamics. Lepard expressed surprise that financial market...
Mar 18, 2026•56 min
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