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Which podcasts are discussing NEM?
23 ATTRIBUTED IDEAS · 22 EPISODES · 8 SHOWS
The shows
Palisades Gold Radio
Commodity Culture
Thoughtful Money
CNBC Fast Money
The Compound and Friends
MacroVoices
The Grant Williams Podcast
The Real Estate Guys Radio Show
Where the discussion went deepest
16 JUL4W AGOPALISADES GOLD RADIO · 31:49
Gold mining equities and developers heavily discounted
“Speakers argued that gold and silver junior miners, permitted developers, and tier-one producers are severely oversold and trading at historically low valuations relative to elevated physical metal prices.”
I Asked The Greatest Junior Mining Investors What They Are Buying Right Now
Core thesis · 5/5Verify in source →
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 →
31 JUL31 JUL 2025MACROVOICES · 19:00
Gold equities bull market is underway
“The case was made that gold mining equities are now in a bull market, having transitioned from a period of margin compression to one of expanding free cash flow, with intelligent capital allocation replacing past mismanagement.”
MacroVoices #491 Rick Rule: Oil, Uranium & Precious Metals
Core thesis · 5/5Verify in source →
8 JUL8 JULPALISADES GOLD RADIO · 00:42
Oversold precious metals and producers signal accumulation
“The speaker argued that the sharp short-term selloff in gold, silver, and senior miners is a temporary pullback within a secular bull market, offering a key accumulation opportunity.”
Tavi Costa: These Are The Biggest Opportunities in Mining Right Now
In depth · 4/5Verify in source →
11 JUN11 JUNPALISADES GOLD RADIO
Precious metals miners present selective, long-term opportunity
“The guest argued that extreme negative sentiment and liquidity drain have created a cyclical wash-out in precious metal miners, signaling a long-term buying opportunity despite short-term risks.”
Florian Grummes: ‘Devastating’ Oil Shortages, Bursting AI Bubble & Gold Miners
In depth · 4/5Verify in source →
11 JUN11 JUNTHOUGHTFUL MONEY
Major precious metals producers offer discounted cash flows
“The case made for large-cap gold miners is that market sell-offs have pushed valuations to deeply discounted levels despite robust free cash flow generation.”
AI Boom = Commodities Super-Boom? · with Thoughtful Money's
In depth · 4/5Verify in source →
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