Due to schedule conflicts, Soar Financial's Kai Hoffmann and I were not able to do a live Fed Day broadcast, but we covered that as well as the US election and more macro forces that impact our natural resource speculations. We focused on gold, silver, and uranium, but the analysis is relevant to all metals, minerals (critical or not), and commodities. This is my latest take, hot off the presses.

 

 

Timestamps:

00:00 - Intro
01:08 - Host introduction and welcoming Lobo
02:17 - Discussion on economic indicators and U.S. job openings
06:05 - U.S. labor market and American exceptionalism narrative
12:26 - Federal Reserve policies and inflation control
18:11 - Impact of global geopolitical risks on Fed policy
19:03 - U.S. election results and their implications for the Fed
20:56 - Trump’s possible influence on Fed oversight
22:27 - Speculation on Elon Musk’s role in the administration
27:25 - Trump's policies and their inflationary effects on commodities
33:00 - Momentum in gold prices and central bank buying trends
38:05 - Outlook on silver prices and miner profitability
42:12 - Discussion on red flags for miners and performance
46:48 - Closing thoughts on mining stocks and industry outlook
48:02 - Lobo’s website and newsletter
49:14 - Outro and viewer engagement