Let your guest speak. You are not interesting. You are just an ego. Your guest is why we're here.

Buy China = buy likin coffee = no true financial at all. Want palladium = buy Russian norilskiy nickel

Thanks guys.. great stream.

The epode is missing in Apple Podcast. Can you still post it there?

Side note, dont forget he is a storyteller, salesman. His forecast beyond 3months, while always informative, do not mean a lot. The world is so dynamic, things change so frequently. that just not accurate. Reminder, he was also dead sure that Russia would lose the war...

Wow, Kevin, listen back and noticed the number of times you interrupted your guest. Super distracting for the listener.

My notes : 52:20 US equity, now Nov 2024 is 2/3 global market cap with 4% population, 20% GDP, do you think US could deliver the 2/3 of global corporate profits for the next decade? Buy China equity - 3X in 5 years.

There’s a bull market in derangement syndromes and it appears to me Kevin has a medium sized position in eds. Great stuff as usual, many thanks.

enthralling discussion

This was very interesting after reading the chapter on China in Trade Wars are Class Wars

As a rat on an acid, I felt objectified and humiliated.

Outside of buying platinum or palladium futures or ETFs, there are only 4 stocks you can buy. ANGLO PLATINUM is largest global producer, and will be spun out of Anglo American, then Impala platinum, which owns bulk of Zimplats and SA assets, Northam Platinum, and SIBANYE. All listed in South Africa. Impala (IMPUY) and SIbanye (SBSW) has US ADRs. The other 2 can only be bought in South Africa

I’m also on that oil trade, so I hope all 3 of us are right. Quick comment, I’m not as certain a blue wave/win will mean a down day vs. an up day if red. I’m looking for a down day either way, then a relieve rally after like in the 2016 election regardless of who wins. 🤷‍♂️

Just heard Kevin comparing women to dogs, 100% cancellable! 😉

Seeing Patrick pour a glass of goose with that makeup on 👌

This hack is getting paid by CCP. We have a lot of them. We had them in 1940s . We arrested them

can't trust the french when facing a fascist regime

ha you got me this week same

First

Narrator~ Bitcoin broke out.

Kuppys BTC comments look like they’re about to age very poorly. Host needs to teach him some very basic crayon TA

Great insights into Japan. More geopolitics, please!

I wonder when the fiz uranium demand will go down gentlemen.

Both of you use the phrase "you know" way too much. Please allow yourself to pause to collect and organize your thoughts.

valaris. got it.

Hope he covered TSLA short at bottom before the earnings report.

Short tsla. Good luck

Kuppy is great. Loose as a pair of pantaloons

lol Amir Adnani. He loves a salary and warrants

A ponzi is defined by someone at the top of it making all the money. Who exaclty is making all the money in BTC?

Ditto Envisionchartbruce. Felix Zulauf says $150 oil. Combination inflation and demand. Says junior gold miners explode upward in 2026. Don't forget Kevin's $1000 up day. My 2 cents, Congress controls spending and the budget, not the President. All politicians everywhere love to spend other people's money. They ignore debt and all countries thus have to peddle their bonds even when they run out of buyers. As Fleck says "until the bond market takes away the keys." Isn't King Druck short bonds? At least Trump, with help from RFK Jr and Tulsi Gabbard, will stop the insane massive spending on foreign wars. Maybe Elon can also help track some of Congress' uncontrolled spending. Good luck to all.

best indicator that gold is going to dump hard soon are gold ads on yt :D

The realest financial podcast out there, with a guest we've all got to know and love over the years. I wouldn't even know what to listen to once a week when it comes to market content. hands down best podcast, hosting the best guest with actual unique views. Seriously there are no other podcasts even comparable. Love that you guys are trying live as well. Kicking myself for not watching it live and asking some questions.

Puerto Rico’s most illustrious avocado farmer back with some hot market tips!

Thanks everyone!

BTC is up 50% while gold is up 32%

China is imploding under a $18 trillion property market bubble. 2008 was a pimple compared to this. Look out

Great stuff!

I had a great 2022 unlike most due to Warrens call on oil ( +100% ). Top Macro guy.

Come December KSA is undoing it's failed attempt to keep oil prices around 100. It has acknowledged, like the rest of the Gulf states did a long time ago, that there is plenty of near term oil and all reducing ones own supply does is to allow others to sell more. The oil price should be set by the most expensive producer, not the cheapest. US onshore is the natural swing producer being at the higher end of the cost curve and have a rapid response to price signals.

that really was a scintillating debate on the long bond

Thank you very much for the interview as it allows us to learn some real insight in Japan. It is just amazing that all those other recent comments do not appreciate the value of this conversation! Thank you.

Lol, great background "Lets get...."

Second

Yay

Thanks

Valaris getting crushed

Great listen Kev and Rupert

Great to listen to Mr Mitchell!