Are gold and silver up more than 50% in 2025 because investors fear currency debasement, or is this rally just the latest meme trade? In this episode, we explore the supply and demand forces behind gold and silver, discuss investing strategies, and outline what to watch to see if investors truly are worried about debasement. Show Notes The Great Debasement Debate Is Rippling Across World Markets by Ruth Carson, Naomi Tajitsu, and Masaki Kondo—Bloomberg How long will gold mania … [Read more...]
436: Revisiting Carbon, SPACs, Silver, Convertible Bonds, and Frontier Markets
We review the performance and investment prospects for carbon, SPACs, silver, convertible bonds, and frontier markets. Topics covered include: What has been the performance of these five asset types since they were discussed on the podcast two to three years ago What are the underlying performance drivers and expected returns going forward Which asset types are most and least attractive Episode iframe Show Notes Initial Public Offerings: Updated Statistics by Jay R. … [Read more...]
330: Is Silver the Next GameStop? How to Invest in Silver
Should you invest in silver? Why has silver jumped to its highest price in eight years and what do you need to know to invest? Topics covered include: What drove the huge spike in silver purchases How silver differs from meme stocks How hedge funds are positioned with regard to silver What are three ways to invest in silver What is the annual demand and supply for silver What are the reasons to own silver How good has silver been as an inflation hedge What is the … [Read more...]