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Which podcasts are discussing BHP?
5 ATTRIBUTED IDEAS · 5 EPISODES · 4 SHOWS
The shows
Palisades Gold Radio
CNBC Fast Money
The Julia La Roche Show
WSJ What's News
Where the discussion went deepest
31 MAR31 MARTHE JULIA LA ROCHE SHOW · 25:00
Stagflation favors hard asset migration
“The thesis presented was that a stagflationary regime of sticky inflation and slowing growth is driving a 'great migration' of capital from tech/growth into industrials, materials, and energy companies that own hard assets.”
#354 Larry McDonald: Private Credit Is This Cycle's Subprime — And Retail Investors Are Holding the Bag
Core thesis · 5/5Verify in source →
18 AUGTODAYWSJ WHAT'S NEWS · 12:00
11 JUL11 JULPALISADES GOLD RADIO · 24:33
Caution on primary silver mining stocks
“Primary silver miners face structural unprofitability because they compete with major base metal producers who produce silver as a zero-marginal-cost byproduct.”
Rick Rule: Why Gold Is Still ‘Stupidly’ Under Owned, Oil Shortages, Silver & Palisades Goldcorp
Substantive discussion · 3/5Verify in source →
25 JUN25 JUNCNBC FAST MONEY · 05:38
Broadening market participation supports non-tech cyclicals
“Industrials, materials, and value-oriented sectors offer constructive upside potential as market leadership broadens away from mega-cap tech.”
Micron and Memory Vs. Everyone Else… And What’s Sparking a Bitcoin Sell-off? 6/25/26
Substantive discussion · 3/5Verify in source →
18 AUGTODAYPALISADES GOLD RADIO · 16:10
Iron ore as a necessary hard asset
“The guest's thesis for iron ore is simple necessity, owning major producers like Vale and BHP for their dividends and exposure to the essential material.”
Ted Oakley: ‘An Accident Waiting To Happen’, Why You Need to Own Hard Assets & Oil and Gas · with Oakley
Notable comment · 2/5Verify in source →
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