A2A with Dave Kranzler of Investment Research Dynamics

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This week's A2A webinar guest was our old pal, Dave Kranzler. Dave generously gave us about an hour of his time and we made the most of it in this thought-provoking discussion.

Just a few of the topics covered include:

  • The history of DeutscheBank and how this is all still relevant today
  • Jim Rickards and his role as a "spokesperson" for gold
  • The relative safety of working with different custodians and online clearing firms
  • The benefits of owning shares in streaming/royalty companies
  • And, as usual, a whole lot more

I'm confident that you'll enjoy listening and, when you're done, you won't feel that you wasted an hour of your time. This is some pretty good stuff.

TF

  72 Comments

Markedtofuture
Sep 8, 2016 - 6:13pm

Federal Reserve asks Congress to limit Wall Street merchant bank

By Patrick Rucker and Olivia Oran

WASHINGTON/NEW YORK (Reuters) - The Federal Reserve Board recommended that Congress pare back Wall Street's ability to own physical commodities and engage in other aspects of merchant banking because of possible risks to the financial system, according to a report issued on Thursday.

U.S. lawmakers should repeal permission granted in 1999 for...

https://www.investing.com/news/economy-news/federal-reserve-asks-congres...

dangerkitty
Sep 8, 2016 - 6:17pm

Oh yes, heard that MF Global reference.

Yes, there is always that counterparty risk with who ever you trade with.

I traded commodities at MF Global as it went down, then moved to PFG Best and that went down too, matter of fact I was at Lind Waldock commodities when the FX side went down. I seem to have developed an affinity for PM's in my possession since, lol.

Thank you Dave and Turd, that was informative and entertaining, we appreciate you.

boomstick
Sep 8, 2016 - 6:24pm

First!!!

And don't tell me otherwise. The custodian of the TFMR ETF assures me that I am an actual owner of first place, by way of a trust holding a combination of physical firsts, first futures, and OTC first swaps with rehypothecated Treasuries as collateral. Which is pretty much the same thing.

goldcom
Sep 8, 2016 - 6:26pm

Denver Dave always good

Dave is kinda like our host. He has class, I'm not a subscriber of his(maybe someday) but he is one few I search and check his recent interviews all the time.

rxman
Sep 8, 2016 - 6:36pm

Old Hag Hillary

listening to the words come out of her mouth on MSM knowing what I know about her (liar murderer etc) just nauseates me.

Now I gotta go find that Zofran.

rxman

MRob
Sep 8, 2016 - 6:49pm

Silver miner x2 ETF's

Check it out, new x2 silver miner bull/bear ETFs:

https://etfdailynews.com/2016/09/08/direxion-introduces-two-new-leverage...

Was just looking for leveraged ETF's for the next FOMC (since I "should" be able to trade on NYSE by then) and came up lucky with these. Fresh off the press today. Cant even find them on google finance yet!

JackPutter
Sep 8, 2016 - 7:10pm

Questions I did not ask

So IF the markets go into implosion would the miners ride the price swings through? (I would expect new lows with a rebound type situation) What if the currency devalues suddenly; would that cause sudden price moves upward in equities? (With zero desire on my part to sell anything for the US dollar.) Does a stock become priced in a new currency if a new currency is issued?

Are there multiple electronic claims on each paper share of stocks?

Is the thin layer of dollar bills between the sheet and the the mattress a deterrent to bed pests like mites? There's apparently a small farm of them on our eyelids. We can only see them with microscopes.

Marcus
Sep 8, 2016 - 7:39pm

Dave's MSJ

My personal opinion, concerning Dave's Mining Stock Journal, is that it's money well spent (I'm a subscriber).

Great interview, Turd. Dave is one sharp tack.

JackPutter
Sep 8, 2016 - 7:40pm

Audio interview with Bill Holter

I think I'll be in the market tomorrow. A button to click on for interview is part way down the page.

Bill Holter: Newly Solidified Chinese Superpower Will Replace Dead U.S. Dollar (Interview)

https://right.is/politics/2016/09/bill-holter-newly-solidified-chinese-s...

Verus nemo
Sep 8, 2016 - 7:46pm

More on silver lease rate spike today

Nick Laird (www.sharelynx.com) emailed me to indicate that those enormous spikes in 2, 3, and 9 month implied silver lease rates today were an error and will soon be corrected. Whew!

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