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Thursday Conversation - Chris Martenson

Managing risk in a post-virus world.


In late January, our friend Chris Martenson stopped by to warn us all of the pending dangers of some new coronavirus that had just recently shown person-to-person transmission. And aren't we lucky he did! With containment efforts now in full force, Chris returns today to begin discussing the way out.

First of all, if you never had a chance to listen to the podcast from Saturday, January 25, you should do so now. Unfortunately, the warnings Chris gave us that day turned out to be quite prescient. https://www.tfmetalsreport.com/podcast/9904/special-podcast-discussing-c...

But now it's April 9 and soon the conversation will turn from mediation to "getting things back to normal". In order to get ahead of this, the question of just how soon a return might happen needs to be considered now. Thus this podcast. Over the course of the call, Chris and I discuss:

  • At this stage of the crisis, what are steps you should be taking in preparation for the months ahead?
  • The extreme importance of thorough and trustworthy data regarding fatality rate, infection rate, therapeutic treatments and the most likely co-morbidities.
  • The holes in my argument regarding the risks of returning to everyday life. Namely, the total pool of people living with possible co-morbidities is much larger than I had considered.
  • The possible therapeutic benefit of a couple gin-and-tonics!

I think you'll find this discussion to be quite helpful in orienting your mind around "where do we go from here?". Over the course of the holiday weekend, please carve out some time to give it a thorough listen.



TF Metals fan
Apr 11, 2020 - 6:14am

Interesting COT

The number of contracts lost was around 15000 for gold, equally weight between longs and shorts. But the goldprice saw an increase! Normally this would have lead to an increase in commercials short position. Not this time. More popcorn please!


Apr 10, 2020 - 5:21pm

Cold war to luke warm


There are so many dots to connect right now and so many pictures to come up with from that i have to check my imagination sometimes but i do think the rhetoric has started with the blame game and i wonder if the case fatality rate is being manipulated in order to turn the masses against China. A country can only fight a war effectively if it has the support of it's people and, to get that support, they have to be outraged with the enemy. I am watching to see how this develops but for the time being i have to believe that even the psychos in charge are not stupid enough to want to be kings of a radio active planet. Germ warfare? Now that's another thing altogether if you already have immunity!

Apr 10, 2020 - 4:46pm

Buying everything and 12 years a long time

Excellent point Bently and well made.

I cannot prove that it will happen again, and I cannot offer a watertight playbook, although the emergence of commercial signal failures gives me pause. This is a favourite theme in Freegoldstadt ... when paper gold fails to be convertible to physical due to purchasing pressure, its price goes *down*.

My own favourite approach is to view the chart - the simple mathematical relationship between a pair, in this case USD (for me, a foreign currency) and paper silver or XAG. Every kind of human activity, from trading to politicking, spoofing, bankrupting, jigging with margins, obfuscating holdings, monetizing, lying and cheating ... it all sums into that wiggle on the two axes. And the wiggle behaves in remarkably consistent ways despite the changing rationales.

So for me a pattern match - as the integrated sum of all possible influential factors - is not to be taken lightly...

Island Teal
Apr 10, 2020 - 3:56pm

Zinc....How much?

Since starting to listen to CMortenson we have added 25Mg of Zinc to our daily


Island TealRickshawETF
Apr 10, 2020 - 3:46pm


He said very well what needs to be and should have been done.

Why does the Fed/Govt continue to bail out the big guys ??

Apr 10, 2020 - 3:28pm

preventative ingredients

I thought Chris said Zinc Picolinate and Quercetin, both popped up immediately as I did a fast search. Remember he said he's not a "doctor" but that is what he takes every day. Chris has been very accurate so far so I'm looking into both as a daily supplement.

Apr 10, 2020 - 3:13pm

Thanks RickshawETF

Thanks for the clarification...

Your Holiday Inn qualification puts you right up there with the qualifications of WHO Chief Tedros!

Apr 10, 2020 - 3:08pm

Chamath Palihapitiya

I must admit, I hadn't heard of this guy, but he is spot on. I found another gem from him at:

Watch CNBC's full interview with Social Capital CEO Chamath Palihapitiya

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Apr 10, 2020 - 3:06pm


That would be Zinc Picolinate. Zinc Picolinate and Zinc Gluconate are both forms of zinc that are more readily available to the body. I'm no doctor, but I did stay at a Holiday Inn Express in 2004 . . .

Apr 10, 2020 - 2:57pm

Did anyone catch the preventative ingredients?

I got the Schweppes tonic water for quinine component.

I heard something sounding like 'quercetin' as the natural available ingredient and Zinc 'pickhiking' ...... best I could make out.... is that zinc tabs?

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