TF Metals Report Podcast

Welcome to the TF Metals Report Podcast! Vault podcasts are produced almost every day, while Access 2 Access (A2A) podcasts come out usually once a week. You can view a list of past guests here.


Turd's Vault

TFMR Podcast - Monday, October 23

By Turd Ferguson | Monday, October 23, 2017 at 5:17 pm

In a surprise reversal, the all-important USDJPY actually closed lower on the day. This helped the Comex "metals" to inch back higher, easing the pressure and allowing some optimism for where things head from here.
Turd's Vault

TFMR Podcast - Friday, October 20

By Turd Ferguson | Friday, October 20, 2017 at 5:32 pm

A challenging week ends, made all the more frustrating by how bright things looked just last Friday. So now we are forced to look ahead to the next few weeks and assess the risks that The Banks will attempt to break gold down in the hope of inspiring a flush of Spec long liquidation.
Turd's Vault

TFMR Podcast - Thursday, October 19

By Turd Ferguson | Thursday, October 19, 2017 at 4:28 pm

Another magical day on Wall Street as the "stock market" once again recovers all of its overnight losses to close green on the day. Meh, whatever. At least the Comex metals also recovered and now have placed themselves in a position to finish the week strong.
Turd's Vault

TFMR Podcast - Wednesday, October 18

By Turd Ferguson | Wednesday, October 18, 2017 at 4:45 pm

It appears now that The Banks are getting set for another flush of The Specs with a run at the 200-day MA. If that's the case, we thought we should take some time today to get you prepared.
Turd's Vault

TFMR Podcast - Tuesday, October 17

By Turd Ferguson | Tuesday, October 17, 2017 at 4:52 pm

Over the past 24 hours, the Comex metals have fallen in an outsized proportion relative to the move in the all-important USDJPY. This clearly betrays a deliberate intention of The Banks to paint the charts lower.
Turd's Vault

TFMR Podcast - Saturday, October 14

By Turd Ferguson | Saturday, October 14, 2017 at 10:58 am

Both Comex metals ended Friday at their daily and weekly highs. This is usually a bullish signal for the week ahead and that certainly fits into our 2017 forecast of the highest prices coming in Q4.

A2A with Willem Middelkoop

By Turd Ferguson | Thursday, October 12, 2017 at 3:52 pm

Willem Middelkoop is an Amsterdam-based author and commodity fund manager. Somehow it had been over a year since we last spoke with Willem so we had plenty to discuss today. Please be sure to give this podcast a listen.
Turd's Vault

TFMR Podcast - Wednesday, October 11

By Turd Ferguson | Wednesday, October 11, 2017 at 4:30 pm

We survived the always-dreaded FOMC minutes as the Fed made it sound as if a rate hike in December is not quite the fait accompli that some would believe. This makes the inflation data to be released tomorrow and Friday rather important in terms of how the prices of CDG and CDS finish the week.
Turd's Vault

TFMR Podcast - Tuesday, October 10

By Turd Ferguson | Tuesday, October 10, 2017 at 6:10 pm

Another day with a magical USDJPY reversal leads to only modest gains for both Comex metals. Still, considering where we were just a few days ago, this isn't all that bad.
Turd's Vault

TFMR Podcast - Monday, October 9

By Turd Ferguson | Monday, October 9, 2017 at 3:55 pm

It was a quiet day due to the Bank holiday on the US. However, as soon as this evening, things may begin to get a tad more volatile so please be sure to listen to this abbreviated podcast.