The Contrarian

Despite having a lackluster year in 2021 and underperforming most other asset classes, I remain bullish on gold, silver, and precious metal miners in the coming year, 2022. These reasons include increasingly strong inflationary pressures and negative real yields, intact technicals for gold and silver, and extremely negative sentiment. I also discuss how I am currently positioned within this space to minimize risk yet still giving exposure for the upside. I am not a financial advisor, and it is only my opinions and interpretations I offer. You need to fully understand and investigate any investment decisions you make. I can be followed on Twitter: https://twitter.com/realLoganMoody

Michael Burry made major changes to the holdings of his hedge fund, Scion Asset Management during the 3rd quarter of 2021. In short, he sold almost every position, and is now almost entirely sitting in cash (as of the end of September). These are major changes for this Big Short investor. I am not a financial advisor, and it is only my opinions and interpretations I offer. You need to fully understand and investigate any investment decisions you make. I can be followed on Twitter: https://twitter.com/realLoganMoody

Dave Collum, professor of Organic Chemistry at Cornell University, discusses his views on the stock market, Federal Reserve, and the precarious position asset valuations are in. We also discussed his views on the importance of narratives, and how science has been changed from scientific discourse and discovery to one ever more controlled and weaponized. Chapters 0:00 Intro 0:37 Dave's Macro View 9:09 Buffett, Munger & Dalio Positions 14:14 Could Crypto Amplify Crash? 18:22 The Fed is Trapped 20:00 Is Fed Masking Inflation? 24:22 Pathetic, not "Booming Economy" 27:00 Trucking horror story 28:07 When was the last Market Crash? 31:10 The Demographic Model 35:53 Inflation or Deflation? 37:37 When did MSM turn into Market Pumper? 39:43 This Mania has no Story 42:32 Tesla the equivalent of Ebay in 1990s? 46:18 This Bubble encompasses everything 50:15 P/E Multiples are Worse than Reported! 52:08 20% of S&P500 is Zombie Companies! 55:00 Dave's View on Narrative Control 1:03:45 Climate change narrative 1:07:45 Narratives are Controlled Dave can be followed on Twitter: @DavidBCollum I am not a financial advisor, and it is only my opinions and interpretations I offer. You need to fully understand and investigate any investment decisions you make. I can be followed on Twitter: https://twitter.com/realLoganMoody

The official CPI rate for the month of October came in at 6.2%, the highest year over year CPI inflation rate in over 30 years. The stock market reacted initially by selling off, while gold, silver, and commodities continued to rally. I am not a financial advisor, and it is only my opinions and interpretations I offer. You need to fully understand and investigate any investment decisions you make. I can be followed on Twitter: https://twitter.com/realLoganMoody

Mark Spiegel is the portfolio manager for Stanphyl Capital, and a value investor who has been short Tesla for the last several years. Today we discussed the bear case for Tesla, cryptocurrencies, inflation, and precious metals among other things.