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Which podcasts are discussing AG?
5 ATTRIBUTED IDEAS · 5 EPISODES · 3 SHOWS
The shows
Commodity Culture
Palisades Gold Radio
Thoughtful Money
Where the discussion went deepest
10 APR10 APRPALISADES GOLD RADIO · 02:30
Large-cap gold miners cheap, poised to outperform
“The guest argued large-cap gold miners are extremely cheap relative to the gold price, trading at low P/E multiples and high dividends, and are just breaking out of a ten-year base, suggesting they will outperform the metal.”
David Skarica: The Final ‘Extremely’ Parabolic Move for Gold, 10-Bagger Juniors & Higher Oil Prices · with Skarica
Core thesis · 5/5Verify in source →
7 AUG5D AGOCOMMODITY CULTURE · 7:30
Silver miners discounting $35-$40 silver price
“The guest argued silver producers are undervalued, with their stock prices discounting a $35-$40 silver world while the metal trades at $60.”
'I Still Like Silver' - $200 a 'When, Not If' Question: Gianni Kovacevic
In depth · 4/5Verify in source →
14 JUL14 JULCOMMODITY CULTURE
Specular multi-year horizon for silver developers
“Capturing multi-bagger returns in silver mining requires a 3-to-5-year speculative horizon focused on low-cost developers and elite quality producers rather than short-term trading.”
These Gold & Silver Stocks a Screaming Buy - 'More Bullish Than Ever': John Feneck and Don Durrett
In depth · 4/5Verify in source →
9 JUL9 JULPALISADES GOLD RADIO · 00:41
Silver paper-physical price distortion creates junior opportunities
“Excessive paper and ETF selling has depressed silver prices below physical market realities, creating a value opportunity in pure-play miners and developers.”
Dr. Nomi Prins: The Greatest Opportunities in Resources, Right Now · with Dr. Prins
In depth · 4/5Verify in source →
11 JUN11 JUNTHOUGHTFUL MONEY
Hecla and First Majestic offer pure-play silver exposure
“The thesis presented for Hecla Mining and First Majestic Silver is that they are among the rare public equities offering primary revenue exposure to rising silver prices.”
AI Boom = Commodities Super-Boom? · with Thoughtful Money's
In depth · 4/5Verify in source →
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