PODCAST · business
The Competent Investor
by Tom Bodrovics
The Competent Investor brings you deep-dive conversations with the world's top investors, economists, and market strategists. Every episode unpacks the macro forces shaping markets, reveals actionable insights, and delivers conversations that compound your understanding of where capital is flowing.
Episodes
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Matthew Piepenburg: Today's Gold Setup Is Stronger Than the 1970s Bull Market
I sat down with Matthew Piepenburg, Partner at Von Greyerz Gold Switzerland and author of Gold Matters, for a conversation that ranged from French riots to the COMEX silver squeeze. What struck me most was his framing of today's gold setup as fundamentally stronger than the 1970s bull market. I...
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Rory Johnston: Global Oil Market Shattered - Iran War and Tanker Rate Explosion
I've had Rory Johnston on before, but this conversation felt different. The oil market Rory describes isn't just tight—it's structurally broken in ways we've never seen. We started with the SPR, and Rory's view is more aggressive than most. "I have a very low theoretical bottom of the SPR…
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Peter Schiff: Worse Than 2008 | The $3 Trillion Mortgage Bomb 💣
Peter Schiff, CEO of Euro Pacific Asset Management, argues that the US economy is trapped in a self-perpetuating doom loop driven by massive deficits and rising interest rates, which he believes will inevitably lead to a sovereign debt crisis or hyperinflation. He explains that as the Federal...
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AJ Signal: The 5 Supply Chain Signals That Predict War Before the News Does
AJ Signal, a former military strategist and current geopolitical risk advisor, outlines a framework for predicting conflict by monitoring five logistical signals that nations cannot easily fake: medical mobility, energy, finance, and munitions. He explains how, just before Russia’s invasion of...
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Michael Pento: 2027 Will be a Year of Reckoning for the U.S. Economy and Markets
Michael Pento, President and Founder of Pento Portfolio Strategies, joins Tom Bodrovics to discuss his increasingly cautious market outlook. Pento’s model currently sits in sectors three and four, indicating stasis or slight reflation, but he anticipates a shift to sectors one and two by 2027. He...
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Jaime Carrasco: The Fed Can’t Stop What’s Coming | Why Gold is Headed to $25,000
Jaime Carrasco, Senior Portfolio Manager at Harbourfront Wealth Management, argues that rising global interest rates signal a deepening credit crisis rather than a healthy economy, likening the situation to water overwhelming the Titanic. He views the current pullback in gold prices not as a...
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2029 | The End of America and the Coming Financial Collapse
Porter Stansberry warns that the United States is on an irreversible path toward a major fiscal and societal crisis by 2029, drawing a historical parallel to the downfall of the Knights Templar. He explains that when a sovereign becomes insolvent, it inevitably turns on its creditors, and the...
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Tony Greer: Banana Skins & Moon Shots | Waiting for the Bond Market to Capitulate
Tom welcomes back trader Tony Greer to the show. Tony describes the current market as one of the most challenging environments he's ever navigated. He explains that a "perfect storm" of colliding weather systems is making trading exceptionally difficult. Elevated energy prices, driven by conflict...
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David Murrin: Surviving the Shocks and Brutality of the West's Arrogance
In this discussion, global forecaster David Murrin outlines his view that conflicts in Ukraine, the Middle East, and the Pacific are not isolated but a coordinated confrontation between democracies and an axis of autocracy led by China. He traces China's rise to a multi-decade strategy developed...
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Peter Alexander: China | America's Fiercest Competitor or Enemy
Peter Alexander, an American investor with 30 years of on-the-ground experience in China, argues that Western perceptions are polarized and often miss the nuance of China’s strategic direction. He was prompted to speak publicly by a sense of civic duty, seeing a need for a more balanced,...
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Rick Rule: Unlocking the Power of Compounding in Resources and the Importance of Long-Term Thinking
Rick Rule, president and CEO of Rule Investment Media, argues that a sustained decline in the purchasing power of the US dollar is inevitable due to the staggering $40 trillion in on-balance-sheet and $120 trillion in off-balance-sheet liabilities. He explains that while short-term interest rate...
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John Rubino: The Debt Spiral Endgame Has Begun | Are You Prepared?
Tom Bodrovics welcomes back former Wall Street analyst John Rubino for a discussion on the incoherence between Federal Reserve and Treasury policies, with the Fed signaling possible rate hikes while the Treasury intervenes to suppress long-term yields. Rubino argues this contradictory approach...
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Graham Summers: Gold’s Monetary Revival Is Underway
Graham Summers, President and Chief Market Strategist for Phoenix Capital Research, discussed the complex state of the bond market, noting the historic shift as the 40-year bull market in bonds ended in 2022. He analyzed Treasury Secretary Bessent’s recent increase in bond buybacks to $6 billion...
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Mike McGlone: The Last Big Trade May Not Be the Next - Gold, Stocks and Bitcoin
Tom welcomes back Senior Commodity Strategist at Bloomberg Intelligence, Mike McGlone for a discussion on the outlook for energy, metals, and the broader macro markets. Diesel prices at all-time highs, driven by geopolitical disruptions and refining bottlenecks, are likely unsustainable. McGlone...
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Doomberg: Russia Still Holds The Key to Inflation and Millions Freezing this Winter
In this conversation, Tom Bodrovics and Doomberg explore the geopolitical and energy market implications of the ongoing Ukraine war, with a focus on the diesel crisis and Europe’s precarious energy dependence. Doomberg argues that the primary driver of elevated diesel prices is not the Iran...
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Chase Taylor: Destruction of Confidence | Bessent's Bond Market Intervention
Chase Taylor, global macro strategist at Pinecone Macro, analyzed the recent Treasury bond market intervention, characterizing it as an unforced error that inadvertently signaled a shift toward yield curve control. The initial modest buyback program quickly escalated into a commitment to use the...
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Chris MacIntosh: Pension Funds and Investors Trapped in the Looming Debt Implosion
Hedge fund manager Chris MacIntosh offers a stark assessment of the current financial system, arguing it is held together by the immense power to manipulate credit through front-end Treasury yields. This power, however, is reaching its limits. He identifies three interconnected bubbles propped up...
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Francis Hunt: Gold Soars as Debt Crumbles | Why Gold Broke Out Today
Recorded on: August 19, 2026 Your host, Tom Bodrovics welcomes back the market sniper himself Francis Hunt to the show. Francis Hunt is the Renegade Trader, Analyst, and the Founder of The Market Sniper. The discussion centers on a dramatic gold price surge and the underlying debt market…
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Chris Vermeulen: Higher Oil, Dollar, and Interest Rates mean Coming Chaos for the Markets
Tom Bodrovics welcomes back Chris Vermeulen to the show. Chris Vermeulen is the Founder and Chief Investment Officer at 'The Technical Traders'. Chris discusses the broadening of the stock market, with the MAG 7 stocks losing momentum and money rotating into other sectors like semiconductors and...
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David Hunter: Momentum is Driving Straight Up Into a Generational Bust
David Hunter, Chief Macro Strategist with Contrarian Macro Advisors, maintains his highly bullish short-term outlook for equities, believing the stock market is in the final stages of a 44-year secular bull market that began in 1982. He anticipates a "melt-up" that could drive the S&P 500 to…
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Eric Yeung: Deciphering China's Master Plan For Gold with Vince Lanci
Your host Tom Bodrovics, welcomes investor Eric Yeung, and Gold Fix partner Vince Lanci to discuss recent structural changes in China’s gold market, arguing that reports of China ending retail gold trading are inaccurate. Yeung clarifies that as of July 24, Chinese commercial banks are halting...
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Luke Gromen: China’s Quiet Domination During the US’s Middle East Distraction
Luke Gromen, president of Forest For The Trees, discussed the challenging fiscal and monetary landscape facing the US once again with your host Tom Bodrovics. With national debt at $39.5 trillion and rising rates, Federal Reserve Chair Worsh confronts a constrained choice: allow treasury market...
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Rick Rule: Why the Metals Aren't Dead and When I'm Buying More
Rick Rule shared his observations from his recent Rule Symposium investment conference, noting a stark contrast in sentiment between different types of precious metals investors. Seasoned, wealthy participants who save in gold welcomed the 30% price decline as a buying opportunity, while newer...
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Rory Johnston: Global Oil Market Chaos - 3 Factors Making For a Larger Energy Crisis
Tom Bodrovics welcomes back commodity market specialist Rory Johnston for his analysis of the volatile state of the global oil market, focusing on the Strait of Hormuz, Chinese demand, and refining capacity disruptions. Johnston explains that following a recent memorandum of understanding, there...
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Melody Wright: America's Affordability Crisis is Building into a Crash in 2026
Tom welcomes Melody Wright, a housing analyst and strategist to the show. Melody describes the U.S. housing market as entering its fourth year of a "frozen" state, with combined annual sales volumes comparable to 2008 levels despite a 20% population increase. National statistics mask significant...
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Jaime Carrasco: Gold | Why Central Banks Continue Buying in an Uncertain Time
In this interview, your host Tom Bodrovics and senior portfolio manager Jaime Carrasco analyze the recent volatility in precious metals, framing it as a typical and expected part of a secular bull market driven by a fundamental global monetary shift. Carrasco argues that gold is money and...
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John Johnston: Debunking the Tank Bottom Narrative and Oil Prices Going Forward
Veteran commodities trader John Johnston, also known as JJ, provides a detailed rebuttal to the prevailing narratives of oil market scarcity, arguing that the recent price volatility was a paper-driven phenomenon disconnected from physical realities. He explains that the price spike to $120 in...
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Jesse Felder: This is the Type of Setup You Look For as an Investor
Recorded on: June 29, 2026 Jesse Felder highlights a striking divergence in oil markets: physical inventories, including the Strategic Petroleum Reserve, have plunged to multi-decade lows while demand hits records, yet institutional investors hold the most bearish positioning ever. This…
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Robert Sinn: What If the Fed Doesn’t Hike this Year
Tom welcomes investor Robert Sinn to the show. Robert attributes the recent sharp sell-off in the gold and mining sector primarily to a strengthening US dollar and rising interest rates, describing the current environment as a "perfect negative storm" for junior miners. He notes that sentiment…
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Steve St. Angelo: Gold and Silver Prices Face More Volatility With a Looming Deflationary Crash
Steve St. Angelo, founder of the SRSRocco Report, discussed a wide range of fundamental factors impacting precious metals, energy, and the broader economy, cautioning against sensationalist price targets. He argued that the recent parabolic surge in gold and silver, driven by massive FOMO,...
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Lobo Tiggre: Capitalizing On Opportunities in the Resource Sector: Finding the Undervalued Gems
Lobo Tiggre, author and founder of the Independent Speculator, joined your host Tom Bodrovics to discuss the complex interplay of geopolitics, monetary policy, and commodity markets. Lobo argued that the war in the Middle East, while not inherently inflationary, fuels inflation through the...
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Michael Green: The Resolution to America's Debt Problem| Restoring Balance With Bond Market Reforms
Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management, presents a contrarian view on bonds, arguing they are now an attractive investment due to three factors. First, the dominance of passive bond indices creates mechanical distortions, as market-cap weighting leads…
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Craig Tindale: The Falling Dominos that are Leading to a Civilizational Reset
Craig Tindale argues that the current global instability stems from humanity's tendency to mistake its complex models for reality. He explains that systems like central banking and globalized supply chains were built on narrow metrics, such as price efficiency, while ignoring broader consequences...
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Michael Kao: Navigating the Tightrope Between Stagnation and Inflation
Michael Kao, a former hedge fund manager and commodities trader, joined host Tom Bodrovics to discuss his view that the economy is walking a tightrope between two starkly different outcomes. Kao outlined a framework with four macro quadrants, defining a "Goldilocks" scenario of disinflationary...
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Francis Hunt: Chaos In Currencies | The Canary in the Coal Mine for Bubbles About to Pop
Francis Hunt, founder of The Market Sniper, presents a technical analysis centered on South Korea as a potential early indicator of a coming AI bubble deflation. He highlights the KOSPI index's extreme 291% surge in just over a year, driven almost entirely by two chip-making giants, Samsung and…
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Kevin Muir: Will the SpaceX IPO Mark the Top of Markets for Decades?
Kevin Muir expresses deep skepticism about the looming SpaceX IPO, suggesting its astronomical valuation could mark a peak in market enthusiasm, reminiscent of the AOL-Time Warner deal. Beyond sentiment, the sheer supply of new stock from major IPOs like SpaceX, Anthropic, and OpenAI will require...
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Michael Pento: Bracing for the Fallout as the Credit Bubble Bursts and Asset Prices Plummet
Michael Pento, President of Pento Portfolio Strategies, identifies a dangerous "triumvirate of bubbles" in credit, real estate, and equities as the most precarious factor facing markets. He argues that every credible metric, from total debt-to-GDP to home price-to-income and stock market...
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Doomberg: The Late Stages of U.S. Supremacy
Doomberg analyzes the accelerating convergence of global crises, framing the wars in Ukraine and the Middle East as battles within a broader World War III that began in 2014. He argues these conflicts are catalysts revealing the fragility of a late-stage US dollar-centric financial system, where...
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Tony Greer: Buying Opportunity | Gold & Gold Miners Are Dirt Cheap
Tony Greer, trader, editor of 'The Morning Navigator', and co-founder of 'The Macrodirt Podcast', joined Tom Bodrovics to share a trader’s perspective on navigating today’s chaotic markets. Greer emphasized a core philosophy: “Don’t worry about being right, worry about getting it right,”...
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Chris MacIntosh: The Age of Consequences | Why No One Has Incentives to Stop This War
In this episode, Tom Bodrovics speaks with the always forthright hedge fund manager Chris MacIntosh about the current state of markets and society, which MacIntosh characterizes as a historic “blow-off top” encompassing both financial excess and social absurdity. He argues that the system is...
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Chris Vermeulen: The Hidden Signals That Could Predict the Next Market Crash
In this episode of The Competent Investor, Chris Vermeulen, founder of The Technical Traders, discusses the current market environment with your host Tom. Vermeulen observes that the market is exhibiting signs of a potential blow-off top, driven by FOMO and a strong risk-on sentiment. Investors…
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Danielle DiMartino Booth: Warsh’s Fed Takeover | A Quiet Coup Brewing?
Tom Bodrovics welcomes back Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, for a discussion on the economic landscape and the Federal Reserve’s role. DiMartino Booth highlights the complexities surrounding Jerome Powell’s potential departure from the Fed, noting…
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Josh Young: $200 Oil | Latest Iran Peace Deal Won’t Stop It
Tom welcomes Josh Young, CIO of Bison Interests, to discuss the potential for a prolonged and sticky energy shock stemming from the closure of the Strait of Hormuz amid the Iranian conflict. He emphasizes the profound uncertainty surrounding the conflict’s duration, noting that neither military...
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Willem Middelkoop: Escape the Crash – Ride the Gold Supercycle
Willem Middelkoop, author of “The Big Reset” and founder of the Commodity Discovery Fund, discusses the geopolitical and economic impacts of recent conflicts, particularly the war in Ukraine and tensions around Iran. He argues that the U.S. has lost significant geopolitical influence, while China...
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Martin Armstrong: How Debt Crisis Could Spark Further Global Chaos
Martin Armstrong, CEO & Chairman of Armstrong Economics, shares his insights on global politics, economic strategies, and the current geopolitical landscape with host Tom Bodrovics. Armstrong, with 50 years of experience, critiques the lack of long-term strategic thinking in governments, citing...
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Steve Todoruk: Deglobalization is Creating the Next Mining Boom
Tom welcomes Steve Todoruk, a geoscientist and investment executive with Sprott Wealth Management, to discuss his extensive experience in the junior mining sector and his current focus on identifying promising investment opportunities in gold, silver, and copper. Steve’s background in running...
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Alasdair Macleod: Silver Shortage 🚨Alert🚨China’s Export Ban, Hoarding, is Squeezing Inventory
Your host Tom Bodrovics and Alasdair Macleod, Head of Research for GoldMoney and author of the Macleod Finance Substack, discuss the significant financial stresses exacerbated by the ongoing war and pre-existing economic issues. Macleod highlights that government finances, particularly in G7...
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Rory Johnston: 13 Million Barrels Per Day Missing, Why Aren’t Markets Reacting?
Tom Bodrovics welcomes Rory Johnston, a commodity market researcher specializing in oil and gas, to discuss the current state of the global energy market. Johnston highlights the unprecedented situation where OPEC+ output reached an all-time low last month, and the significant impact of the…
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London Paul: Energy Shocks, Silver Crisis, Food Shortages & Financial Collapse Ahead
Tom Bodrovics welcomes back London Paul, publisher of ‘The Sirius Report,’ together they delve into the complexities and implications of the ongoing war, focusing on the missteps and strategic failures of the U.S. and its allies. Paul critiques the initial decision to assassinate Iran’s Supreme...
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Simon Hunt: This Peace Plan isn’t Acceptable to Trump and isn’t Durable
Tom welcomes back Simon Hunt to the the show. Simon is a consultant on the global economy, China, and the copper industry. He discusses the geopolitical implications of a ceasefire between the U.S. and Iran, and its potential impact on the global economy. The ceasefire, Hunt argues, is unlikely…
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ABOUT THIS SHOW
The Competent Investor brings you deep-dive conversations with the world's top investors, economists, and market strategists. Every episode unpacks the macro forces shaping markets, reveals actionable insights, and delivers conversations that compound your understanding of where capital is flowing.
HOSTED BY
Tom Bodrovics
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Frequently Asked Questions
How many episodes does The Competent Investor have?
The Competent Investor currently has 95 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Competent Investor about?
The Competent Investor brings you deep-dive conversations with the world's top investors, economists, and market strategists. Every episode unpacks the macro forces shaping markets, reveals actionable insights, and delivers conversations that compound your understanding of where capital is flowing.
How often does The Competent Investor release new episodes?
The Competent Investor has 95 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Competent Investor?
You can listen to The Competent Investor on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Competent Investor?
The Competent Investor is created and hosted by Tom Bodrovics.
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