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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 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

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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

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by NW VIEW, 2 hours 52 min ago
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by argentus maximus, 3 hours 53 min ago
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