Great crew and show. Thank you! Useful investment focus too.

Started moving to gold in December.

A banger of a show! Great start to 2025!

Where is the link to Tracey's presentation she mentioned from New Orleans? Thank you

No one expected Jellen to start isduing bills and lose financial conditions. So do not underestimate how crrative new administration can be . They know they can not lose tax receipts.

How is reliable p/e if 7 companies with high p/e account for 40% of s&p?

Can Canada starts to drill more? I think Trump will push other countries to drill more and settle price around 70.

I picked up some shares of Landbridge last week. Wish i got in sooner. Also bought some Valero. Thanks for the content.

Great episode!

Just wait, and not too far in the immediate future, when the slowing AMOC causes New York floods and a new north-European ice age. This is written dumpkopf.

Thank you Tony

🐸☕

I like the 5 minute format. When you display a chart could you move yourself to the corner so the chart doesn't cover you and make the chart full width. I am watching on PC so it looks fine but I think on a phone the chart should be as large as possible. And perhaps larger font on charts.

Excellent segment. Clear and concise explanation. Like the Coffe break format. Would suggest it to be daily, so many things happening. Higher dollar and higher yields... Some pressure on the treasury market here?

A little late to chime in here but such a great show with high quality guests. Thank you!

But why is China in a weak negotiating position? You didn't state any reasons besides the same Western talking points.

😂😂😂 Is this why these people arranged this discussion ? To convince each other that China is weak.😂😂😂 What is this ? Superpower America is wasting time discussing 3rd world nations now.😂

Do we think Taiwan wants to be china even though we recognize them part of china

Lady i making sheit up. China is fine. Just replace everything she said with Americans, it would make sense. This is why the founding fathers didn't let most people vote.

america is only the 3rd ranking trading partner to china these days, this women is in her own wet dream

Watch the Chinese read from The scripts they have no independence 😂😂😂 look at their foreign ministers Speak. They answer from the script

This woman is not serious.

Everybody listen and spy on others, USA is no exception. Did USA tapped into the phone conversation of Dr Angela Merkel?

Mary: China's 400 nukes is massive. China's alarming military build up. Meanwhile, the US has thousands of nukes and 800 bases around the world. And the pentagon has so much money it doesn't notice when a couple of trillion goes missing.

This is a must watch episode. Very informative. Thanks Tony

It has nothing to do with the quote free side vs Communism. It has to do with buffering themselves from the US's global financial power. Seeking to dilute or counter the US's sanctions and the strength of our economic influences.

China is a serious threat to the free world and our national security. People had better wake up and see the seriousness of this before it’s too late !

Lies

Leftward turn?

Yes, and the only way to make it better is to bring that import that government control to America. Yes, that’s the only way we need to have more democracy.

Nonsense. China owns Most of the financial system. It can have a debt jubilee anytime it wants unlike the United States or other western countries. It is the west that is facing utter catastrophe due to it not owning or controlling its own financial system.

What happens if they are heavily invested in USA assets?

20 years in China. This is total bullshit and lies. You have no idea what you are talking about. Liar.

Total Lies. I've lived in China for 20 years and I have a huge IT team, I guarantee you this is all lies.

Thanks

Great show. Love Mary: staright forward and honest

The effect of resource depletion are apparent in both production data & EIA's drilling productivity statistics. Until it happens, no one in the financial markets (or LNG export project developers) will believe. All have a strong incentive to believe in an infinitely large O&G resource base. This is certainly not the case. The big question is how fast prices will rise once US tight oil associated gas starts to decline. The second big question is how steep the decline will be. US tight oil resource development is VERY concentrated. Once these resources are 50% depleted, decline will start. The question is whether production profiles are symmetrical. If symmetrical, the decline rate will be SEVERE and the world is in for enormous trouble.

Detective of Money Politics is following this very informative content cheers from VK3GFS and 73s from Frank from Melbourne Australia 😊

I LOVE CAPITAL FLOWS , THNX GUYS , MUCH LOVE AND RESPECT

US is too good to trade with anyone else. It should produce and consume everything on it's own. Why tariffs, simply ban all foreign goods, without exception

Excellent stuff thanks guys. Interesting about militaries involved in business. Egyptian military has just taken over commodity purchasing from GASC.

Gay . . . Gay . . . Gay

From $37K to $65K that's the minimum range of profit return every month I think it's not a bad one for me, now I have enough to pay bills and take care of my family.❤

Thanks guys

I think China will far better than USA. It's citizens are way more adaptable and self sufficent if their government collapses. Also why would China invade Taiwan. They both have capital why not just partner together and become the world leaders?

A fantastic discussion from very thoughtful people. Finally getting to finish this show about two weeks since its publication and we are still inching forward the wrong way with Russia/Ukraine. Complete Intel's channel remains one of the best out there.

35:00 the year is 2024 our Scientists enabled jet airplanes, incredible life savings medical advances , atomic weapons and so on.. Their predictions on “climate change is not liberal political rhetoric or far left conspiracy.. Look Im 60, I have been flying hang gliders around the world since 19. I can tell you from massive droughts, the entire west coast of the USA has seen massive growth in pine trees (due to the fact we can put fires out with airplanes with water / fire retardants for the last 50 years.. this caused massive overgrowth. And massive fires in the last decade and That’s why if you open your FUCKING Eyes and breath the air you can’t see and taste smoke in the west because 100,000 of acres burning every freaking summer. This is climate change.. Yes .. electric cars solving client change IS a LIBERAL HOAX, not a scientific fact.. The answer is reducing co2 to under a 1/2 percent a year, but that’s radical it would me a covid style lock down to where we cut driving cars by nearly 50%. We scientists get it.. Nuclear and natural gas is the only clear path.. solar and electric cars are not..

Renewable energy is hardly about climate change anymore. Solar and onshore wind is the cheapest and most profitable energy available. That includes battery storage to flatten the fluctuations in the output. It will be a tragedy for USA if they look in the back-mirror and let China corner this market.

What is this irritating woman talking about? Please shut her up.

Doomsberg is back. Well done.