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Thursday Conversation - Dave Kranzler

27

Our old pal Denver Dave stopped by today for this entertaining and informative discussion. If you're interested in the precious metals and mining shares, you should be sure to give a thorough listen to this free, public podcast.

Yes, this podcast clocks in at 37 minutes but I promise you that it won't seem that long as you listen so please try to make it all the way through. We primarily cover just two topics but there's A LOT of good stuff in between that you don't want to miss. Those two primary topics are:

  • Why are the shares lagging in relative performance versus the metals and what will cause this to change in the weeks and months ahead?
  • What are the causes of the REPO/Liquidity/QE crisis and will these lessen or worsen going forward?

Thanks again to Dave for the generous donation of his time today!

TF

  27 Comments

Oct 17, 2019 - 12:57pm

For once, a happy day in AlgoHell

Dollar continues to dump on Brexit optimism:

Bonds rally on dismal data:

UP goes Comex Digital Gold...though capped at $1500.

And the GDX is back to UNCH on the week.

metallionnaire
Oct 17, 2019 - 1:21pm

Junior Mining Journal

I subscribed to Dave's Mining Journal a few months ago and find his analysis and insights very helpful - put a few miners on my watchlist that I had never heard about before.

Ben Stackin
Oct 17, 2019 - 4:17pm

Dave's new nickname?

Dank Dave. (Google "dank weed" LOL)

I always wondered about those tall plants in the background of his vanity shot!!

I'm getting a #2 (Turd's was a freebie, doesn't count) spot 3 hours into the new post?

Bueller? Bueller? Anyone??

Island Teal
Oct 17, 2019 - 4:44pm

5th....left 4th for Marchas

Listening now...great stuff...Thanks for setting this up

brolgaboy
Oct 17, 2019 - 6:12pm

Trudeau in Toronto ahead of next weeks federal election

He was booed and heckled all to hell. No one could hear a word he said (thankfully)

the former premier of BC (essentially a liberal) said if he gets reelected we should take away

his passport!

Obama endorsed him

they are both sad human beings

Ned Braden
Oct 17, 2019 - 6:22pm

Peter Schiff speaks

🔴We've never seen anything like this. Not even under Obama
Marcus
Oct 17, 2019 - 6:29pm

TFMR

TF marijuana report? Pass the bong, dude!

streber
Oct 17, 2019 - 6:48pm
JackPutter
Oct 17, 2019 - 7:07pm

Sooo, a good reason to add to the stack is;

that a piece of metal in the hand is better than all o the paper promises flying around?

Marcus
Oct 17, 2019 - 7:13pm

Dave lives in Denver

So I always tease him about being a sandal-wearing, granola-eating, pot-smoking hippie....which, of course, he's not!

Key Economic Events Week of 1/13

1/14 8:30 ET CPI
1/14 9:00 ET Goon Williams
1/15 8:30 ET PPI and Empire Fed
1/16 8:30 ET Retail Sales and Philly Fed
1/17 8:30 ET Housing Starts
1/17 9:15 Et Cap Ute and Ind Prod

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Key Economic Events Week of 1/13

1/14 8:30 ET CPI
1/14 9:00 ET Goon Williams
1/15 8:30 ET PPI and Empire Fed
1/16 8:30 ET Retail Sales and Philly Fed
1/17 8:30 ET Housing Starts
1/17 9:15 Et Cap Ute and Ind Prod

Key Economic Events Week of 1/6

1/7 8:30 ET US trade deficit
1/7 10:00 ET ISM Services PMI
1/7 10:00 ET Factory Orders
1/8 8:15 ET ADP employment
1/9 8:00 ET Goon Chlamydia speech
1/9 1:20 ET Goon Evans 2:00 ET Goon Bullard
1/10 8:30 ET BLSBS
1/10 10:00 ET Wholesale Inventories

Key Economic Events Week of 12/16

12/16 8:30 ET Empire State Manu Idx
12/16 9:45 ET Markit flash PMIs Dec
12/17 8:30 ET Housing Starts and Bldg Perms
12/17 9:15 ET Cap Ute and Ind Prod
12/19 8:30 ET Philly Fed
12/20 8:30 ET Final guess Q3 GDP
12/20 10:00 ET Pers Inc and Spending
12/20 10:00 ET Core Inflation

Key Economic Events Week of 12/9

12/10 8:30 ET Productivity and Unit Labor Costs
12/11 8:30 ET CPI
12/11 2:00 pm ET FOMC fedlines
12/11 2:30 pm ET CGP presser
12/12 8:30 ET PPI
12/13 8:30 ET Retail Sales
12/13 10:00 ET Business Inventories
12/13 11:00 ET Goon Williams speech

Key Economic Events Week of 12/2

12/2 9:45 ET Markit Manu PMI
12/2 10:00 ET ISM Manu PMI
12/2 10:00 ET Construction Spending
12/4 9:45 ET Markit Services PMI
12/4 10:00 ET ISM Services PMI
12/5 8:30 ET Trade Deficit
12/5 10:00 ET Factory Orders
12/6 8:30 ET BLSBS
12/6 10:00 ET Wholesale Inventories

Key Economic Events Week of 11/25

11/25 8:30 ET Chicago Fed Nat'l Idx
11/25 7:00 pm ET CGP speech
11/26 8:30 ET Advance Trade
11/26 9:00 ET Case-Shiller home prices
11/26 10:00 ET New home sales
11/26 10:00 ET Consumer Confidence
11/27 8:30 ET Q3 GDP 2nd guess
11/27 8:30 ET Durable Goods
11/27 9:45 ET Chicago PMI
11/27 10:00 ET Pers Inc & Cons Spndg
11/27 10:00 ET Core inflation
11/27 2:00 pm ET Beige Book

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

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