Kontrarian Korner #107 - Vince Lanci

Yesterday I have Vince Lanci back on the podcast for an update on precious metals, but we also took a detour into current events, geopolitics, and the future of the US. We talked about why copper is leading metals higher, why Europe is the odd man out, and how Chaos Americana is shaking up the geopolitical chessboard. You can find Vince on Twitter and his work at GoldFix. Podcast Summary* Why silver is perking up, and why copper is leading the charge lately.* Why gold is setting up to follow silver higher.* How oil, the FIFA World Cup, and the 250th Anniversary are setting up a stagflationary environment. * Platinum also following the path of silver.* The continued bifurcation of financial markets. * Why the UAE leaving OPEC is the first domino to fall in the beginning of the end of OPEC, and what it means for the petrodollar.* Why the status quo is going to change in the next month with China.* Europe as the odd man out, the problems they need to address, and the changes that need to happen with their welfare spending.* South America’s role in the in the reshuffling of the global trade system.* Why things are going to change and deals will be renegotiated after Trump is done in 2028. * How the left captured the bureaucracy over the last couple decades.* Why the US is trending towards an authoritarian system.* How equities and bonds will react over the next several years. * Book Recommendation: Andrew Jackson by H.W. Brands.Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe