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-corporate-resolution-and-agrees-pay-25-million

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.

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