Former Hedge Fund Manager and Founder of Peter Grandich & Company Peter Grandich gives his views on why the push for electrification happening around the globe is a major tailwind for certain commodities. Peter discusses copper, uranium, oil and gas, and much more, in addition to explaining why he thinks the political situation in America may get much worse before it gets better. Sign up for my free weekly newsletter at https://www.JayMartin.club
Mar 11, 2023•34 min•Ep. 134
Portfolio manager of the Vulpes Precious Metals Fund, host of the Grant Williams Podcast, and author of the popular investment newsletter "Things That Make You Go Hmmm…", Grant Williams brings his 38 years of experience in finance to an explosive in-studio interview where he cautions investors to hope for the best, but be mindful in preparing for the worst. Grant stresses that the chaotic events and circumstances in the world today are forming a perfect storm for a litany of potential black swan...
Mar 10, 2023•1 hr 4 min•Ep. 133
Danielle Park of Venable Investment Counsel believes that years of low interest rates and QE by the Fed created unrealistic valuations that have still not fully come back down to earth. Danielle stresses that patient investors with cash on the sidelines can stand to profit by biding their time until reality sets in and everyone else is in a panic. Sign up for my free weekly newsletter at https://www.JayMartin.club
Mar 04, 2023•31 min•Ep. 132
Renowned geologist and resource entrepreneur Ross Beatty joins Jay at the VRIC and lays out his thesis for an epic rally ahead in virtually all metals, along with the related equities. Ross draws on his decades of experience to highlight the growing supply/demand imbalance he sees in the markets and how investors can capitalize. Sign up for our free weekly newsletter at https://www.JayMartin.club
Feb 28, 2023•19 min•Ep. 131
Jay is joined by a panel of experts in the copper space to get their views on where the sector is headed, including the major tailwinds currently driving the sector. The panel also discusses how they would construct a copper portfolio and answers the key question: have we reached peak cheap copper? Sign up for our free weekly newsletter at https://www.JayMartin.club
Feb 25, 2023•23 min•Ep. 130
Author of "Things That Make You Go Hmmm..." Grant Williams lays out the reasons he thinks we are entering a multipolar world where the US dollar will be dethroned and commodities, led by gold, will come into focus for investors. Sign up for our free weekly newsletter at https://www.JayMartin.club
Feb 23, 2023•22 min•Ep. 129
Andy Schectman, Lynette Zang, David Garofalo, and Alastair Still join Jay on the VRIC stage to give their thoughts on the future of gold and it's potential role in backing new forms of currency in an increasingly multipolar world. Sign up for our free weekly newsletter at https://www.JayMartin.club
Feb 21, 2023•29 min•Ep. 128
Former Premier of Saskatchewan Brad Wall joins Jay at the 2023 VRIC to give his take on Canadian provinces moving farther away from the centralized control of the federal government. Brad also touches on Saskatchewan's resources and why is optimistic for the future of the province. Sign up for our free weekly newsletter at https://www.JayMartin.club
Feb 18, 2023•27 min•Ep. 127
Former Premier of BC Christy Clark sits down with Jay at the 2023 VRIC and speaks her mind on some of the most pressing political issues facing Canada, including the Alberta First Act, the country's rich natural resource sector, the overreach of the federal government, and more. Sign up for our free weekly newsletter at https://www.JayMartin.club
Feb 16, 2023•25 min•Ep. 125
Jay hosts a panel of all-star guests at the VRIC to get their take on mergers and acquisitions in the junior mining space, with a tilt towards gold and silver companies. Rick Rule, Adrian Day, and Director at Empress Royalty Natascha Kiernan all bring their unique insights to the table to discuss the ins and outs of takeouts and how investors can benefit from M&A activity. Sign up for our free weekly newsletter at https://www.JayMartin.club
Feb 14, 2023•27 min•Ep. 125
Jay is joined on stage at the 2023 VRIC by a panel of experts in the field of wealth preservation and personal sovereignty to get their views on how to protect your capital in the chaotic world we live in today. Robert Kiyosaki, Mark Moss, Brent Johnson, and the Economic Ninja all provide their perspectives on investing in times of crisis and being prepared for the unexpected. Sign up for our free weekly newsletter at https://www.JayMartin.club
Feb 11, 2023•30 min•Ep. 124
Our coverage of the VRIC continues with a discussion about the U.S. dollar and it's status as a reserve currency, including the role gold plays in protecting wealth, and how the dollar dominance affects the broader market. Brent Johnson, Danielle Park, Grant Williams, and Russell Gray give their opinions on what is often a hotly contested topic. Sign up for our free weekly newsletter at https://www.JayMartin.club
Feb 09, 2023•41 min•Ep. 123
Co-founder of MCF Energy Ford Nicholson joins Jay on stage at the VRIC and draws on his wealth of experience with energy in Europe to break down the energy crisis, including what it would take to solve it. Ford also dives into Europe's reliance on Russia for energy and how Russia has been running interference in the European energy market for quite some time. Sign up for our free weekly newsletter at https://www.JayMartin.club
Feb 07, 2023•23 min•Ep. 122
Jay is joined at the Vancouver Resource Investment Conference by a panel of legends to get their views on where savvy investors are deploying capital in 2023. Rick Rule, Frank Giustra, and Grant Williams share the top trends and value plays they are seeing this year when it comes to investing. Sign up for our free weekly newsletter at https://www.JayMartin.club
Feb 06, 2023•47 min•Ep. 121
Founder of the TF Metals Report Craig Hemke believes that manipulation of the gold price through paper contracts on the futures market will eventually unwind and when it does, don't be surprised as gold's true value is revealed. Get Your FREE Tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter at https://www.JayMartin.club
Jan 28, 2023•40 min•Ep. 120
Founder of The Macro Compass Alfonso Peccatiello returns to the show to give his views on where the global economy is headed next, including a confident forecast that the Fed will not stop raising rates until they reach their 2% inflation target. Alfonso also discusses China reopening, the real estate market, gold, commodities, and more. Get Your FREE Tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter at https://www.Jay...
Jan 24, 2023•38 min•Ep. 119
Managing Partner of Oxbow Advisors Ted Oakley gives some insight into where his fund is deploying capital in an unstable market environment. Ted discusses energy, real estate, fixed income, and his views on where the economy is headed in 2023. Get Your FREE Tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter at https://www.JayMartin.club
Jan 21, 2023•21 min•Ep. 118
Andreas Steno of Steno Research explains how the reopening of China will likely bring new demand online and delay the coming global recession. Andreas dives into the multitude of factors driving the recession and reveals his views on why a soft landing by the Fed is all but impossible. Get Your FREE Tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter at https://www.JayMartin.club
Jan 19, 2023•57 min•Ep. 117
Peter Grandich returns to the show and he's convinced we're seeing a shift in sentiment when it comes to the gold market, driven by central bank gold buying. Peter reveals the reasons he thinks this is significant and discusses the possibility of a gold-backed currency returning to the forefront of the monetary system. Get Your FREE Tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter at https://www.JayMartin.club
Jan 14, 2023•42 min•Ep. 116
President of 321gold and Marine Bob Moriarty explains the dystopian concept of "15 Minutes Cities", where governments restrict the movements of citizens in the name of climate change. Bob also discusses why he thinks a collapse of the financial system is coming sooner than most people expect. Get Your FREE Tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter at https://www.JayMartin.club
Jan 10, 2023•1 hr 1 min•Ep. 115
Professor of Organic Chemistry at Cornell University Dave Collum joins the show to give his take on the Russia-Ukraine conflict, the government response to the pandemic, his outlook for financial markets, and more. Get Your FREE Tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter at https://www.JayMartin.club
Jan 07, 2023•1 hr 26 min•Ep. 114
Fan favorite Gareth Soloway returns to give his outlook on the broad market, and it isn't pretty. Gareth sees more downside to come in the major stock indices and doesn't think they will recover to all-time highs for more than a decade. Gareth also discusses crypto, gold, and the mentality of a successful trader. Get Your FREE Tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter at https://www.JayMartin.club
Jan 04, 2023•27 min•Ep. 113
Co-founder of Stocktwits Howard Lindzon believes the investing game has changed, and the days of a zero percent interest environment fueling a continuous bull run are over. Howard believes investors will need to re-calibrate and more reliance on skill will be needed as we move into 2023. Get Your FREE Tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter at https://www.JayMartin.club
Dec 31, 2022•56 min•Ep. 112
CEO of U.S. Global Investors Frank Holmes explains how the KGB and Gazprom have been influencing environmental groups to shape energy policies that are favorable to Russian interests. Frank also discusses how sound money outside of government control, such as gold and Bitcoin, are going to become more important than ever as governments tighten their control over the financial system.
Dec 27, 2022•45 min•Ep. 111
Hedge fund manager and founder of Eclectica Macro Hugh Hendry provides his view on Federal Reserve policy and to him, it's akin to madness. Hugh also explains why gold is an absurd, but perhaps necessary, asset to own and describes how times of chaos can be a catalyst for the gold price. Get Your FREE Tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter at https://www.JayMartin.club
Dec 24, 2022•48 min•Ep. 110
Founder of TG Macro Tony Greer makes a case for ESG as a scam that is being dangerously fast-tracked by woke politicians, despite the obvious harm it causes to the poorest populations on the planet. Tony also breaks down the oil and gas trade and provides perspective on how he is deploying capital in the energy space. Get Your FREE Tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter at https://www.JayMartin.club
Dec 20, 2022•28 min•Ep. 109
CEO of Euro Pacific Asset Management Peter Schiff thinks the Fed will be forced to pivot from taming inflation in 2022 to creating it in 2023, and that bodes well for gold. Peter also discusses the equities he's investing in defensively and gives his view on the FTX meltdown. Get Your FREE Tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter at https://www.JayMartin.club
Dec 17, 2022•48 min•Ep. 108
Head of Carbon Analysis at Berenberg Lawson Steele joins to show to present his investment thesis for the carbon sector. Lawson focuses on the EU carbon market and explains why special regulations in the industry present a unique opportunity for investors. Get Your FREE Tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter at https://www.JayMartin.club
Dec 13, 2022•33 min•Ep. 107
Founder and CEO of O'Shaughnessy Ventures Jim O'Shaughnessy explains why human innovation may be the most important commodity for the future. Jim argues that, despite the doom and gloom headlines we are seeing today, the coming decade will see incredible innovation and progress, and investors would be wise to pay attention. Get Your FREE Tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter at https://www.JayMartin.club
Dec 10, 2022•1 hr 10 min•Ep. 106
The battle lines have been drawn and the stage has been set. Alberta Premier Danielle Smith is fighting against laws enacted by the federal government in a bid to make independent choices for her province, and she is not alone. Jay gives his view and explains why this moment could be one of the most significant the country has faced in decades. Get your tickets to the VRIC: https://cambridgehouse.com/vancouver-resource-investment-conference Sign up for our free weekly newsletter: https://www.Jay...
Dec 06, 2022•12 min•Ep. 105
