A2A with Dave Kranzler of Investment Research Dynamics


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.



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...


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.

Sep 8, 2016 - 6:24pm


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.

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.

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.


Sep 8, 2016 - 6:49pm

Silver miner x2 ETF's

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


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!

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.

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.

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)


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!

Subscribe or login to read all comments.


Donate Shop

Get Your Subscriber Benefits

Private iTunes feed for all TF Metals Report podcasts, and access to Vault member forum discussions!

Key Economic Events Week of 11/18

11/19 8:30 ET Housing Starts & Bldg Perms
11/20 2:00 ET October FOMC minutes
11/21 8:30 ET Philly Fed
11/21 10:00 ET Existing Home Sales
11/22 9:45 ET Markit November Flash PMIs

Key Economic Events Week of 11/11

11/12 Three Fed Goon speeches
11/13 8:30 ET CPI
11/13 11:00 ET CGP on Capitol Hill
11/14 8:30 ET PPI
11/14 Four Fed Goon speeches
11/14 10:00 ET CGP on Capitol Hill
11/15 8:30 ET Retail Sales
11/15 8:30 ET Empire State Manu Index
11/15 9:15 ET Cap Ute and Ind Prod
11/15 10:00 ET Business Inventories

Key Economic Events Week of 11/4

11/4 10:00 ET Factory Orders
11/5 9:45 ET Markit Services PMI
11/5 10:00 ET ISM Services PMI
11/6 8:30 ET Productivity & Labor Costs
11/6 Speeches by Goons Williams, Harker and Evans
11/8 10:00 ET Consumer Sentiment
11/8 10:00 ET Wholesale Inventories

Key Economic Events Week of 10/28

10/30 8:30 ET Q3 GDP first guess
10/30 2:00 ET FOMC fedlines
10/30 2:30 ET CGP presser
10/31 8:30 ET Personal Income & Spending
10/31 8:30 ET Core Inflation
10/31 9:45 ET Chicago PMI
11/1 8:30 ET BLSBS
11/1 9:45 ET Markit Manu PMI
1/1 10:00 ET ISM Manu PMI

Key Economic Events Week of 10/21

10/22 10:00 ET Existing home sales
10/24 8:30 ET Durable Goods
10/24 9:45 ET Markit flash PMIs
10/24 10:00 ET New home sales
10/25 10:00 ET Consumer Sentiment

Key Economic Events Week of 10/14

10/15 8:30 ET Empire State Fed MI
10/16 8:30 ET Retail Sales
10/16 10:00 ET Business Inventories
10/17 8:30 ET Housing Starts and Bldg Perms
10/17 8:30 ET Philly Fed MI
10/17 9:15 ET Cap Ute and Ind Prod
10/18 10:00 ET LEIII
10/18 Speeches from Goons Kaplan, George and Chlamydia

Key Economic Events Week of 10/7

10/8 8:30 ET Producer Price Index
10/9 10:00 ET Job Openings
10/9 10:00 ET Wholesale Inventories
10/9 2:00 ET September FOMC minutes
10/10 8:30 ET Consumer Price Index
10/11 10:00 ET Consumer Sentiment

Key Economic Events Week of 9/30

9/30 9:45 ET Chicago PMI
10/1 9:45 ET Markit Manu PMI
10/1 10:00 ET ISM Manu PMI
10/1 10:00 ET Construction Spending
10/2 China Golden Week Begins
10/2 8:15 ET ADP jobs report
10/3 9:45 ET Markit Service PMI
10/3 10:00 ET ISM Service PMI
10/3 10:00 ET Factory Orders
10/4 8:30 ET BLSBS
10/4 8:30 ET US Trade Deficit

Key Economic Events Week of 9/23

9/23 9:45 ET Markit flash PMIs
9/24 10:00 ET Consumer Confidence
9/26 8:30 ET Q2 GDP third guess
9/27 8:30 ET Durable Goods
9/27 8:30 ET Pers Inc and Cons Spend
9/27 8:30 ET Core Inflation

Key Economic Events Week of 9/16

9/17 9:15 ET Cap Ute & Ind Prod
9/18 8:30 ET Housing Starts & Bldg Perm.
9/18 2:00 ET Fedlines
9/18 2:30 ET CGP presser
9/19 8:30 ET Philly Fed
9/19 10:00 ET Existing Home Sales

Forum Discussion

by Pete, 4 min 59 sec ago
by Trail Trekker, 30 min 23 sec ago
by Green Lantern, 10 hours 38 min ago
by Scarecrow, 11 hours 30 min ago