Immaculate Stimulus (Guest: Leonid Mironov)

[@kbl1230]

enthralling discussion

[@nvr1618]

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

[@cng2009]

I am long SBSW & IMPUY for the last few weeks, IMPUY has been strong and looking good to me, SBSW still proving it has bottomed and hopefully works it's way up from here (I bought SBSW too soon, should have waited for the dip under $4)

[@mr.mucioli7047]

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

[@CaesarsLobster]

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.

[@Popper12]

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

[@willemvanopzeeland]

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

[@TheMarketHuddle]

We’ve been experiencing some issues with Apple Podcasts which we’re still trying to resolve. This episode is available on Spotify

[@SlavElenkov]

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. 🤷‍♂️

[@xiangyang99]

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

[@georgefe581]

ha you got me this week same

[@sunoveristambul]

[@samsdragonportfolio1309]

First

[@rodmeisterful]

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

[@zeus_2001]

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

[@NikMed-cs7so]

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