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What finance podcasts are saying about

GDX

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Latest attributed ideas · most recent first
5 AUGTODAYCOMMODITY CULTURE · 25:00
Gold's primary driver is falling real rates
“The guest argued that gold's performance is driven more by falling nominal and real interest rates than by inflation or geopolitics.”
In depth · 4/5Verify in source →
1 AUG4D AGOTHE JULIA LA ROCHE SHOW · 19:20
Miners carry idiosyncratic risk vs. metal ETFs
“The case was made that precious metals miners should be evaluated as individual businesses with unique operational and legal risks, not simply as a leveraged play on the underlying metal price.”
In depth · 4/5Verify in source →
13 NOV13 NOV 2025MACROVOICES · 31:00
Gold rally driven by China buying, US retail stop-selling
“The guest argued the gold rally was primarily driven by China's central bank buying (diversifying from Treasuries) combined with US retail investors ceasing their net selling of gold ETFs.”
In depth · 4/5Verify in source →
10 SEP10 SEP 2025THE GRANT WILLIAMS PODCAST · 33:00
Gold entering a vertical acceleration phase
“The guest argued gold is in an ongoing bull market that has reached an acceleration phase, poised to go vertical as it anticipates future monetary chaos and a potential institutional shift towards gold as money.”
Core thesis · 5/5Verify in source →
4 AUG4 AUG 2025THE REAL ESTATE GUYS RADIO SHOW · 26:00
Mining stocks and silver lag, offer value
“The guest argued that mining stocks and silver have lagged the gold price advance, creating extraordinary relative value for investors seeking leverage to the metals.”
Substantive discussion · 3/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION