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Thursday Conversation - David Brady

50

Trader and analyst David Brady stopped by today for an interesting and informative discussion of precious metals, QE∞ and the long road ahead. This is a free thread so you should be sure to listen.

I've known David for a few years now and I'm happy to consider him a friend. He monitors the markets every day and you can follow him on Twitter through the handle @GlobalProTrader.

For this call, David and I primarily focused upon three core topics:

  • How does David view the macro picture? Is QE truly to infinity and is stagflation coming?
  • What impact will "Yield Curve Control" have on the precious metals?
  • Is there value in trading while diligently maintaining a long metals exposure?

You may note a few bits of editing in the audio as I had some unusual recording issues on my end today. Hopefully it doesn't distract you from what should be a very valuable use of your time.

TF

  50 Comments

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Bski63
Jun 20, 2020 - 1:51pm
TheFoolAlex777
Jun 19, 2020 - 12:07pm

Lift off

You're right! I just found a 'lift off' image real quick from my phone. Trying to work my 9-5 and trade at the same time. Liking what I see so far as I read Turd's morning update. I had to say something about that nice little spike in CDG and CDS. Let's hope it keeps going today.

Alex777TheFool
Jun 19, 2020 - 12:02pm

Lift Off

Maybe Space X Dragon launch would have been a better illustration?

TheFool
Jun 19, 2020 - 11:31am

Here we go...

And we have lift off! Lookin' very good this morning.

https://images.app.goo.gl/5WEwXUwHnpfbycNF9

RickshawETFsilverseeker
Jun 19, 2020 - 10:28am

@silverseeker

I've been following Rough Rice all month -- I, also, couldn't find any news to explain. My guess is that all the Covid-19 cases in Spain caused a massive cancellation of Paella Festivals . . .

theskierTF
Jun 19, 2020 - 10:27am

wouldn't work on chrome

but launched on firefox.

AGXIIK4 oz
Jun 19, 2020 - 10:27am

Good thing silver is the 'no-brainer' for the next few years

Because the last 10 years and 1,000 opinions of why silver has not gone to $100 has given me dain bramage. Love the smell of silver rising in the morning. It smells like victory. It'll be worthy of popping a bottle of the bubbly if AG hits $20

The recovery will be a W W at best. What? What!

If it's W W W we'll be totally fooked

I'll give the ECB kudos for trying to revive the banks, corporations and spending with the TLTRO trillion euro high colonic and a forced 50 km march backwards through the Brandenburg Gate

Now for a vicariously up close and personal listen to Sprott, courtesy of Craig. When a billionaire talks shop it's prudent to give it a listen.

Orange
Jun 19, 2020 - 10:21am

Visit the FAQ page to learn how to track your last read comment, add images, embed videos, tweets, and animated gifs, and more.

legacyelectrictheskier
Jun 19, 2020 - 10:20am

worked for me

worked for me

theskierTF
Jun 19, 2020 - 10:17am

at least a dozen times ...

I get "page unresponsive" ... message.

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by ancientmoney, Dec 4, 2020 - 2:33pm
randomness