The Kinvestor Report

TKR030 | Gold, USD, BTC with Bill Holter on The Kinvestor Report

In this episode of The Kinvestor Report, Arlen is joined by Bill Holter, a precious metals expert and seasoned financial professional. With 23 years as a stockbroker and 12 years as a branch manager, Bill brings unparalleled insight into the world of investing. He is a prolific contributor to GATA, Miles Franklin, and the Holter/Sinclair collaboration.Arlen and Bill dive into critical topics such as #gold investing, global gold reserves, #bitcoin and #cryptocurrency, the Federal Reserve’s influence, rising debt levels, interest rates, taxes, and much more.Don't miss out on the latest episode of The Kinvestor Report. If you liked this video, make sure to subscribe to our channel, hit the notification bell, and join our community of like-minded investors.Follow Arlen on Twitter: https://x.com/ArlenHansenFollow Kin on Twitter: https://x.com/kincommSubscribe to #Kinvestor on YouTube: https://www.youtube.com/@kinvestornetwork/Visit our Website: https://kincommunications.com/kinvestor-network/Visit Bill's Website: https://billholter.com/Sections:00:00 Intro01:23 Debt, interest & taxes02:53 Bankruptcy vs insolvency04:13 The Federal Reserve06:23 Who cares?08:30 Crypto & bitcoin10:01 Gov't gold buying11:50 US, the largest gold reserves?14:15 Advice for the next generation17:17 Bill's portfolio & storageDisclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR029 | Part 2 - The Gold Portfolio Blueprint with Adrian Day on The Kinvestor Report

In this episode of The Kinvestor Report, Arlen is joined by Adrian Day, President and CEO of Adrian Day Asset Management, Portfolio Manager of the EuroPacific Gold Fund, and Editor of Adrian Day’s Global Analyst. In Part 2 of this special 2-part episode of The Kinvestor Report, Arlen and Adrian discuss the possible bear cases for #gold, gold portfolio allocation, and Adrian's favourite gold royalty companies, majors, intermediates and juniors.Part 1: https://youtu.be/ouIKC85pZ0oFollow Arlen on Twitter: https://x.com/ArlenHansenFollow Kin on Twitter: https://x.com/kincommSubscribe to #Kinvestor on YouTube: https://www.youtube.com/@kinvestornetwork/Visit our Website: https://kincommunications.com/kinvestor-network/Subscribe to Adrian on YouTube: https://www.youtube.com/@AdrianDayInvest/Visit Adrian's Website: http://www.adrianday.comSections00:00 Intro00:54 Precious metals bear case?02:59 Gold asset allocation10:17 Adrian's royalties12:42 Adrian's junior royalties14:15 Adrian's majors15:38 Adrian's intermediates17:27 Adrian's juniors20:49 Catalysts huntingDisclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR029 | Part 1 - All Gold, All (Adrian) Day with Adrian Day on The Kinvestor Report

In this episode of The Kinvestor Report, Arlen is joined by Adrian Day, President and CEO of Adrian Day Asset Management, Portfolio Manager of the EuroPacific Gold Fund, and Editor of Adrian Day’s Global Analyst. Adrian has also authored three books on the subject of global investing, including his latest book, widely praised by readers, Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010).In Part 1, Arlen starts off inquiring about Adrian's longevity in the volatile resource investing sector and how investors tend to forget previous bull markets after long bear markets as is the case in the resource sector. The discussion then turns to #gold, changing investor sentiment, and current equity pricing.Part 2 will debut on November 14, 2024. Don't miss out on the latest episode of The Kinvestor Report. If you liked this video, make sure to subscribe to our channel, hit the notification bell, and join our community of like-minded investors. Follow Arlen on Twitter: https://x.com/ArlenHansenFollow Kin on Twitter: https://x.com/kincommSubscribe to #Kinvestor on YouTube: https://www.youtube.com/@kinvestornetwork/Visit our Website: https://kincommunications.com/kinvestor-network/Subscribe to Adrian on YouTube: https://www.youtube.com/@AdrianDayInvest/Visit Adrian's Website: http://www.adrianday.comSections00:00 Intro01:07 Keys to investing longevity06:08 Investor amnesia08:01 Why #gold?10:53 Change in sentiment?17:04 Fear & greed21:49 Dirt cheap stocks28:52 Precious metals bear case?Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR028 | Holy Moly Antimony: The Politics of Rare Earths with Chris Berry on The Kinvestor Report

Less than 1 week until Kinvestor Days #KD24 FREE Virtual Investor Conference (Oct 24), register today: https://us06web.zoom.us/webinar/register/8617241878272/WN_CBldnEz-TieJSoHTJnzg4Q---In this episode of The Kinvestor Report, Arlen is joined by fan favourite Chris Berry, President of House Mountain Partners and independent analyst with a focus on battery metals supply chains. Arlen and Chris start off discussing antimony, the rare earth and critical mineral making headlines recently, which leads into much broader discussions about mineral export controls, China's dominance of processing capacity and IP, and recent trends in other key critical minerals such as graphite and lithium.Don't miss out on the latest episode of The Kinvestor Report. If you liked this video, make sure to subscribe to our channel, hit the notification bell, and join our community of like-minded investors. Follow Arlen on Twitter: https://x.com/ArlenHansenFollow Kin on Twitter: https://x.com/kincommSubscribe to #Kinvestor on YouTube: https://www.youtube.com/@kinvestornetwork/Visit our Website: https://kincommunications.com/kinvestor-network/Follow Chris on Twitter: https://twitter.com/cberry1Visit Chris' Website: http://www.discoveryinvesting.comSections00:00 Intro01:06 What is antimony?01:36 Export controls03:25 Antimony and rare earth substitutes04:47 Antimony mining06:00 Antimony producers06:49 Geopolitical chess game with China09:07 Rare earths aren't rare10:55 US gov't rare earth strategy13:00 Chinese processing IP + Inflation Reduction Act18:30 Graphite20:31 Lithium, Rio Tinto & Arcadium Lithium22:44 General Motors & Lithium Americas23:19 How to invest in rare earthsDisclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR027 | Germany Bound: Junior Mining Across the Atlantic with Kai Hoffmann on The Kinvestor Report

In this episode of The Kinvestor Report, Arlen is joined by Kai Hoffmann, Managing Director of Soar Financial Group. Kai has been active in the junior mining and exploration space for 15 years. He runs a leading PR firm with a focus on Europe, data analytics company Oreninc, and is a board member of Labrador Gold and Trifecta Gold.Arlen and Kai discuss the junior mining landscape in #Germany covering German investment sentiment, Germany's love for #gold, what the future looks like for junior mining investors and much, much more.Don't miss out on the latest episode of The Kinvestor Report. If you liked this video, make sure to subscribe to our channel, hit the notification bell, and join our community of like-minded investors. Follow Arlen on Twitter: https://x.com/ArlenHansenFollow Kin on Twitter: https://x.com/kincommSubscribe to #Kinvestor on YouTube: https://www.youtube.com/@kinvestornetwork/Visit our Website: https://kincommunications.com/kinvestor-network/Register for the Kinvestor Days #KD24 Conference (Oct 24): https://us06web.zoom.us/webinar/register/8617241878272/WN_CBldnEz-TieJSoHTJnzg4QFollow Kai on Twitter: https://x.com/JrMiningGuySubscribe to Kai on YouTube: https://www.youtube.com/@SoarFinancially https://www.youtube.com/@GoldNewsletterVisit Kai's Website: https://www.soarfinancial.com/Register for the Deutsche Goldmesse Conference (Nov 21-22): https://deutschegoldmesse.online/Sections00:00 Intro01:01 Investing landscape03:20 Investor sentiment06:00 German mining companies?07:26 Key factors for German investors10:36 Investor approach12:00 Public opinion on uranium14:25 Gas prices in Germany15:07 Gold & Germany16:27 Future jr mining investors (young people)17:59 Deutsche Goldmesse Conference20:16 Kai's evaluation criteriaDisclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR026 | Copper-Silver-Gold Teeter Totter with Craig Hemke on The Kinvestor Report

In this episode of The Kinvestor Report, Arlen is joined by Craig Hemke, also known as "Turd Ferguson," founder and publisher of TF Metals Report. Arlen and Craig discuss earnings season for gold producers, M&A, gold price vs gold #equities price disconnect, and the interesting balance between #copper, #silver and #gold and what it will take for prices to rise across the board.Don't miss out on the latest episode of The Kinvestor Report. If you liked this video, make sure to subscribe to our channel, hit the notification bell, and join our community of like-minded investors. Follow Arlen on Twitter: https://x.com/ArlenHansenFollow Kin on Twitter: https://x.com/kincommSubscribe to #Kinvestor on YouTube: https://www.youtube.com/@kinvestornetwork/Visit our Website: https://kinvestor.net/Follow TF Metals on Twitter: https://x.com/TFMetalsSubscribe on YouTube: https://www.youtube.com/@TFMetalsReportSections00:00 Intro01:03 Barrick earnings01:50 Gold Fields buyout of Osisko Mining03:53 Equities moving before gold prices05:44 Gold price vs equity price disconnect09:15 Rick Rule on uranium (TWO years ago)11:27 Monday, August 5th crash12:34 Copper outlook14:56 Gold-Silver-Copper teeter totter 16:35 Gold volatility predictions18:41 About technical analysis...20:31 The TF Metals Report24:24 Craig's annual forecastDisclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR025 | Gold in the Midst of Chaos with Robert ”Bob” Moriarty on The Kinvestor Report

In this episode of The Kinvestor Report, Arlen is joined by Bob Moriarty, President of 321gold.com. Bob has run 321gold.com for 22 years offering up to date information about finance and resource investments, but he is mostly loved for his views and opinions on gold.Arlen and Bob discuss geopolitical instability, the meaning of money, upcoming volatility, and how precious metals like #gold and #silver fit into the big picture for both making money and providing financial insurance.Don't miss out on the latest episode of The Kinvestor Report. If you liked this video, make sure to subscribe to our channel, hit the notification bell, and join our community of like-minded investors. Follow Arlen on Twitter: https://x.com/ArlenHansenFollow Kin on Twitter: https://x.com/kincommSubscribe to #Kinvestor on YouTube: youtube.com/@kinvestornetwork/Visit our Website: https://kinvestor.net/Bob Moriarty’s Website: 321gold.com Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR024 | The Silver Lining: All Things Silver with Chen Lin on The Kinvestor Report

Arlen is joined by Chen Lin, editor & publisher of What is Chen Buying? What is Chen Selling?, a stock pick newsletter focusing on several sectors from mining to energy to biotech.
In this episode of The Kinvestor Report, Arlen and Chen discuss all things #silver, including silver’s status as both an industrial and precious metal, some of Chen’s top picks in silver producers, ETFs, and explorers, and the blue sky in the current silver market.
Don't miss out on the latest episodes of The Kinvestor Report. If you liked this video, make sure to subscribe to our channel, hit the notification bell, and join our community of like-minded investors. 
Follow Arlen on Twitter: https://x.com/ArlenHansenFollow Kin on Twitter: https://x.com/kincommSubscribe to #Kinvestor on YouTube: youtube.com/@kinvestornetwork/Visit our Website: https://kinvestor.net/
Follow Chen on X: https://x.com/ChenLinPicksWebsite: https://chenpicks.com/
Sections00:00 Intro00:59 $50 Silver03:04 Silver vs. Gold Investment Thesis05:26 Silver Misconceptions08:25 Types of Silver to Buy10:08 Silver Producers11:00 Silver ETFs17:40 Silver Explorers22:49 Silver M&A Names24:29 Is the Silver Market Broken?27:57 Conclusion
Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.
The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR023 | Part 2 - Uranium, Gold & Juniors: The Road Ahead with Warren Irwin on The Kinvestor Report

Arlen is joined by Warren Irwin, Founder, President & Chief Investment Officer of Rosseau Asset Management, a Toronto-based hedge fund specializing in natural resources.
In Part 2 of this special 2-part episode of The Kinvestor Report, Arlen and Warren discuss the #uranium bear case and investment thesis, #gold equity struggles, and the destruction of the Canadian junior mining sector and the changes needed to return to prosperity!
Part 1: https://youtu.be/TtZKC6Ol4kk
Don't miss out on the latest episodes of The Kinvestor Report. If you liked this video, make sure to subscribe to our channel, hit the notification bell, and join our community of like-minded investors. 
Follow Arlen on Twitter: https://x.com/ArlenHansenFollow Kin on Twitter: https://x.com/kincommSubscribe to #Kinvestor on YouTube: youtube.com/@kinvestornetwork/Visit our Website: https://kinvestor.net/
Follow Warren on X: https://x.com/ItsWarrenIrwinWebsite: https://www.rosseau.comWarren on BBC Bre-X Podcast: https://www.bbc.co.uk/programmes/w13xtvt4/episodes/downloads
Sections00:00 Intro00:45 Uranium bear case01:51 $17 Uranium02:13 $138 Uranium03:28 Commodity squeezes05:45 NexGen06:29 Mine building: NexGen & Osisko08:57 Warren's thoughts on uranium11:27 Uranium bull case13:01 Metallurgical coal14:36 Fission uranium15:04 Warren's ONLY uranium investment18:03 Gold & politicians22:12 The destruction of Canadian junior mining
Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.
The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR023 | Part 1 - Bre-X, CEOs and Mining: Lessons Learned with Warren Irwin on The Kinvestor Report

Arlen is joined by Warren Irwin, Founder, President & Chief Investment Officer of Rosseau Asset Management, a Toronto-based hedge fund specializing in natural resources.
In Part 1 of this special 2-part episode of The Kinvestor Report, Arlen and Warren discuss Warren’s experience over the last 30 years in the mining industry including his experience with Bre-X and the lessons learned, mining CEOs, capital flows from tech and mining, and also shares some of his favourite names in the nickel, met coal, and big mining spaces. Stay tuned for the Part 2 next week as they discuss #uranium, #gold, and a whole lot more!
Don't miss out on the latest episodes of The Kinvestor Report. If you liked this video, make sure to subscribe to our channel, hit the notification bell, and join our community of like-minded investors. 
Follow Arlen on Twitter: https://x.com/ArlenHansenFollow Kin on Twitter: https://x.com/kincommSubscribe to #Kinvestor on YouTube: youtube.com/@kinvestornetwork/Visit our Website: https://kinvestor.net/
Follow Warren on X: https://x.com/ItsWarrenIrwinWebsite: https://www.rosseau.comWarren on BBC Bre-X Podcast: https://www.bbc.co.uk/programmes/w13xtvt4/episodes/downloads
Sections00:00 Intro02:35 Bre-X05:20 Lessons from Bre-X09:19 Mining CEO lies12:46 The lifestyle CEO16:19 Is Michael de Guzman alive?17:39 Capital flow: tech vs mining20:45 Cheap nickel stock23:18 Mining sectors ripe for M&A24:29 Metallurgical coal stocks26:03 Big mining (BHP, Barrick & more)28:09 Uranium bears?
To be continued...
Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.
The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.