Chris Temple provides his insights and experience on financial, and geopolitical landscape at large. He interviews various industry leaders in order to provide more accurate and up-to-date information on what investments one should make.
LOTS on tap for this episode, though I do my best to keep my own remarks limited so that you’ll spend time on the below as you can! LINKS: — https://theequityexplorers.com/ Our Investor Boot Camp the week of June 2 — https://www.smenet.org/ Society for Mining, Metallurgy & Exploration — • Video presentation: WHY do we need a Natio… My SME Presentation on what is needed to build a durable framework for U.S. Energy and mining, etc. — • Alex Krainer: US Efforts to Reset the Glob… Prof. Glenn Diesen and Alex Krainer discussion — https://x.com/onechancefreedm/status/… Twitter / X user EndGame Macro — one of several recent missives on bond market troubles (check him out!) — https://x.com/wolfofwolfst/status/192… Wolf Richter on the implosion in the Japanese bond market — https://finance.yahoo.com/news/citi-c… Citigroup’s CEO Jane Fraser’s recent poignant comments, in part, “We are entering a new phase of globalization — one less defined by cooperation, and more by strategic self-interest…Long-held assumptions are being challenged, not just by tariff announcements but by a deeper confidence shock. The near-term impact is already being felt, and the long-term trajectory is being rewritten in real time.” — https://finance.yahoo.com/news/jpmorg… J.P. Morgan Chase CEO Jamie Dimon on “the extraordinary amount of complacency” in markets.
Your Money Today
Episode 25-7: Great Reset TRUTHS; Markets, budget, tariffs, broken bond markets and MORE
For most of this new episode of your Money Today, I visit with Co-portfolio Manager Brad Lamensdorf of the Advisor Shares Ranger Equity Bear ETF (NYSEArca-HDGE).
HDGE has been shining so far in 2025, UP about 15% for the year against about a 7% decline in the S&P 500 through late this week.
More important, HDGE does not employ the money-burning options and related strategies of the typical inverse ETFs that focus robotically on shorting various indices/sectors; so in relative terms there is less risk with HDGE.
You’ll learn why HDGE is our single biggest portfolio weighting in ETFs. Its active strategy focusing on a few key factors is one I expect will continue to perform well for us as this secular bear market unfolds. Further, I suspect you will find as I have over time that the clinical, NON- “religious” approach that Brad and his partner John Del Vecchio take makes GREAT sense!
Also, for the link to my discussion on President Trump’s energy and minerals-related E.O.’s, the National Infrastructure Bank, etc., visit https://www.youtube.com/watch?v=JEaj5ddwJKQ
Your Money Today
Episode 25-6: My visit with HDGE’s Brad Lamensdorf; False Hopes RE: Trump’s E.O.’s
This week we fit a LOT in under the one hour mark! First, I give fresh updates on my favorite 2025 commodity stories: Gold, “Old energy” and Uranium. Gold continues to set new highs now even in USD terms to go along with recent highs in most other fiat currencies. Precious metals stories are prolific, though; and especially some nefarious sales pitches around so-called Gold IRA’s and otherwise. So while there’s a lot of upside to Gold, Silver and the better equities and derivatives thereof, there are still some things to be careful of. LEARN about all that at • Your Money Today, Episode 25-2 — “This … . Next, I move on to natural gas and crude oil; and much of this in the context of remarks from Friday (2/7) from the newly sworn in Department of Energy Sec. Chris Wright. “Old Energy” is quite attractive at these levels even if a lot of policy and economic uncertainty continue to hobble sentiment; more so than is warranted, as I opine. To listen to Wright’s comments in his interview by Brian Sullivan on CNBC as mentioned, check the following links out (in order) — https://www.cnbc.com/video/2025/02/07…https://www.cnbc.com/video/2025/02/07… and https://www.cnbc.com/video/2025/02/07… Finally I move on to uranium; this week, mostly in the context of the “Landmark” deal announced by Energy Fuels on Jan. 29 between that company, the Navajo Nation, the E.P.A. and State of Arizona. This brought to a successful conclusion a LONG process of negotiation, leading to a process where Energy Fuels–as capably explained by its Senior V.P. Curtis Moore–will now be imminently able to haul its ore from its Pinion Plain Mine through the Navajo Nation and to its White Mesa Mill in SE Utah. The company will also start removing some of the vast quantities of previously-stockpiled ore, old dump material and such; this all as part of an E.P.A.-overseen cleanup process many years overdue. LEARN MORE about Energy Fuels at https://www.energyfuels.com/
Your Money Today
Episode 25-4: 3 Commodity Stories Update; Energy Fuels Interview
This week, we start with a guest: Ryan Sistad, the Executive Director of Better in Our Back Yard. Ryan and I discuss the many positive signs–including some early Executive Orders among the avalanche of those from President Trump in his first few days–of better days for America’s mining, critical metals and energy industries and companies. There’s still a lot to do: and some areas that have yet to even be addressed. But at least for now, the positive tone suggests more policy support for these industries than we have seen in decades! LEARN MORE about Better in our Back Yard: Its web site — https://betterinourbackyard.com/ LinkedIn (its most-used social media presence) — / betterinourbackyard Our coverage of BIOBY at StrategicMPR — https://strategicmpr.com/our-causes The National Investor — https://www.nationalinvestor.com/ _____________________________________________________ Following my visit with Ryan, I dive into some of the early highlights (LOTS of them!) of the first days of Trump 2.0. As one quipped, “We’ve gone from Droopy the Dog to Sonic the Hedgehog.” And we can expect more of this pace to pick up as a LOT of idiocy is being unraveled and some positive measures put in place by President Trump. Yet some added reality is set to hit the Trump agenda this coming week, when the Federal Reserve does NOT lower interest rates further as it has at its previous three meetings. That will cause some fireworks politically; and likely on Wall Street as well. I discuss the rate outlook…the dollar’s correction of recent days…stocks…and gold. I also explain anew why “the math” simply does not support the president’s “demands” that interest rates and oil prices come down substantially. I also talk about the VERY disparate tariff battles (or threats thereof) between Trump and our top three trading partners: China, Canada and Mexico. I spend the most time on Canada: from the provincial election in Ontario coming up late next month to a looming federal election likely around midyear, give or take a bit.
Your Money Today
Episode 25-3: Ryan Sistad from Better In Our Back Yard; First days of Trump 2.0
In this video/audio version of one of Chris’ most popular (and at times, caustic) Special Reports in recent years, he again holds forth on how investors MUST approach the precious metals sector; one that has left even more damage in investors’ portfolios over the years than profits. Once again in 2024, he begins, gold had a great year, with silver a respectably close second. Yet most investors in precious metals continued to underperform even the metals. Going forward, Chris says, the sector–including precious metals-related equities–will have better days. BUT, he points out, investors must look at gold, silver and related investments clinically: WITHOUT preconceived notions and the veritable blind “religion” some preach, and with sound advice from legitimate experts on the space (as opposed to the carnival huckster / Pied Piper types incessantly trying to “scare” you into certain kinds of investments based on warnings of “Biden Bucks”, dollar collapse and similar nonsense.) To help that cause, Chris gives a history lesson on gold and its behavior in markets since it became a free trading asset back in 1971. During this last half century-plus, gold has had a few different “eras”: — The initial burst higher in the 1970’s thanks to the Nixon-Burns tag-team dollar debauching. This ultimately saw gold soar from $35/ounce to a brief, manic peak around $875/ounce. — Two decades “in the wilderness” during the 1980’s-1990’s, during which at times gold’s price was indeed “managed” in much the same manner as the DeBeers cartel managed diamond prices. — The pivotal event in 1999 that changed the attitude of markets once more in favor of gold, and set the stage for the more than 10-fold price rise for the yellow metal since. — The fickle nature of investors to the precious metals space, an important element to understand especially when it concerns the underperformance of mining-related equities versus the metals prices themselves of recent years. — WHAT factors, according to Chris, will bring generalist investors back to precious metals, a la the huge moves that peaked way back in 2011 for precious metals-related equities particularly. Chris also takes a quick lap through the main ways investors can and SHOULD invest in precious metals…and importantly gives some warnings of the kinds of SCAMS to AVOID: — How to buy (and not) physical gold and silver. — Why you should avoid THE BIGGEST SCAM OUT THERE: “Gold IRA’s” — ETFs as proxies for either gold or exploration/mining equities — How to research individual companies TODAY; and identify ones that GENERALIST investors will warm up to! As always, pass along your questions and comments on this episode to [email protected]
Your Money Today
Episode 25-2: This is Still NOT Your Father’s Gold Market!
