TFMR Podcast - Wednesday, June 26 - A conversation with Ned Naylor-Leyland

13

In preparation for what is now almost certainly coming over the horizon, yesterday we spoke with Ronni Stoeferle regarding "big picture" issues. Today, we ask our old pal, Ned, to discuss the mining shares and how to profit from them in the months ahead.

For the purpose of this podcast, I asked Ned to focus on three, primary questions:

  1. Why is silver still at such a low price and how does one go about selecting silver miners for a portfolio?
  2. Is Eric Sprott's idea of high-cost producers leading the way in the early stages of a bull market something with which he agrees?
  3. If he was assured of a $1650 gold price in a year, how would he construct a portfolio today?

Again, Ned is a recognized expert in this field as he is the portfolio manager of the Merian Global Investors Gold and Silver Fund. Find out more here: https://www.merian.com/us/en/institutional/events/webcasts/gold-and-silv...

Many thanks to Ned for his time today and his tireless efforts to educate the masses and extol the virtues of sound money.

TF

  13 Comments

Ned Braden
Jun 26, 2019 - 3:17pm
Hillsie
Jun 26, 2019 - 3:30pm

Tiger Beer

Ned is on the Tiger beer, just need some barbeque chilli stingray to go with it....mmmmmmm

RickshawETF
Jun 26, 2019 - 3:59pm

Podium?

Yup! Grabbed El Bronzo . . .

Marcus
Jun 26, 2019 - 5:30pm

.

Beer song
-SilverIsMoney-
Jun 26, 2019 - 5:56pm

Enjoy it...

2020 is going to be a year for the ages... If 2019 does end up like 2010 then we know what 2020 is going to be like.

Stay frosty.

AJwhiteshirt
Jun 26, 2019 - 9:56pm

CFTC fines Lynch 25 million

Finally an action against a bank for manipulating metals on the COMEX.

Source info direct from the CFTC (Kudos for Zero Hedge post also)

https://www.justice.gov/opa/pr/merrill-lynch-commodities-inc-enters-corp...

AJWhiteshirt

Ned Braden
Jun 26, 2019 - 10:07pm

Merrill Lynch

Yeah that’l really teach em! Wake me when fines are 10 times that

lakedweller2
Jun 26, 2019 - 11:09pm

Merrill Lynch

No more fines. Jail!

scoremore
Jun 26, 2019 - 11:45pm

Now?

Up, up and away from here?

canary
Jun 27, 2019 - 12:47am

Jail + fines + ban from trading any financial assets

+ washing dishes, cleaning homeless shelters and neighboring streets + no internet for a decade.

Key Economic Events Week of 11/11

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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

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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

Key Economic Events Week of 9/9

9/10 10:00 ET Job openings
9/11 8:30 ET PPI
9/11 10:00 ET Wholesale Inv.
9/12 8:30 ET CPI
9/13 8:30 ET Retail Sales
9/13 10:00 ET Consumer Sentiment
9/13 10:00 ET Business Inv.

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