The Gold Sector Can Turn Quickly 11-3-2021
Killian Connolly: The Gold Sector can Turn Quickly
Palisades Gold Radio: Nov 3, 2021
Tom welcomes a new guest Killian Connolly from Price Value Partners to the show. Killian explains his views on growth versus value investing.
Most investors aren't paying much attention to value investments and are all focused on growth stocks. There is still compelling value out there and eventually, the value stocks will outperform. This is likely to occur once people realize that margin issues and inflation are not transitory.
He makes some comparisons of today's monetary problems with those of the past in Europe. The government of France chose to demonetize silver which resulted in periods of high inflation. Eventually, they reverted to the standard.
This seems like the inevitable outcome of today's monetary system. Killian describes the risks and cycles of inflation that are coming and why this may result in a new monetary system.
It's hard to know when such a new system will be built. What you can do however is stay away from economic assets that won't be revalued in the new system.
Investing is born out of mistakes and he explains their method of diversifying. They look for a well-operated business with little debt and work to fully understand these companies. In the short term the market is often a voting machine but in the medium to long value companies will show a profit on the chart. They prefer to invest in companies with a lot of cash flow.
If you're not in a rush and not focused on share prices you can make good returns. This requires patience and more patience. Killian explains how easy value investing can be and why it is overlooked by most investors.
He discusses some of the metrics they utilize from the public accounting data that companies release. Jurisdiction is key when it comes to investing in the mining sector. Currently, there is a lot of value in this sector.
He isn't overly concerned about the energy markets affecting the miners. He notes it's important to not chase the prevailing narrative for too long as often media attention signals a coming shift.
Time Stamp References:
0:00 - Introduction
0:31 - Growth Vs. Value
4:41 - Value Investing
8:44 - Macro History & Inflation
13:55 - Cycles of Inflation
19:20 - Confidence & Questioning
24:30 - Four Categories
28:24 - Seabord Value Example
35:07 - Simpler Investing
39:58 - Mining Sector & Value
44:00 - Energy Risks & Miners?
48:55 - Commodity Prices & Cycle
55:24 - Wrap Up
Talking Points From This Episode
- Value Investing compared with Growth Stocks
- Historical monetary parallels with today.
- Inflation and deflation cycles and a new monetary system.
- The Commodity Supercycle - Miners and Energy.
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TNT:
Tishwash: Urgent | In response to the rising dollar exchange rate, the Central Bank of Iraq reassures the local market: Starting Sunday, several measures will be implemented to meet foreign currency needs.
An informed source stated on Thursday that the Central Bank of Iraq will begin, starting next Sunday, to expand the scope of import financing and increase the support provided to banks, in line with actual commercial needs.
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No drama. No intrigue. No songs and dances. Just straight, factual news that I read and interpret to the best of my ability after being an avid Dinar investor and insanely obsessed Dinarian for over 15 years.
Follow MM on X == https://x.com/Slashn
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Simple strategies to help fund your future.
Fidelity Viewpoints
Key takeaways
Define clear goals and make a plan to help guide your financial decisions.
Set up automatic transfers to help boost your savings and keep you on track.
Build up your emergency savings to cover unexpected essential expenses
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This video is in Frank’s and his team’s opinion only
Frank’s team is Walkingstick, Eddie and Omar in Iraq and guests
Playback Number: 605-313-5163 PIN: 156996#
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Transcribed By WiserNow Emailed To Recaps (INTEL ONLY)
Welcome everybody to the big call tonight. It is Thursday, September 17. You're listening to the big call. Thanks for tuning in, everybody all over the globe. Sorry about my voice; it's a little bit lower than normal, but we'll try to work with it and make it through the call.
Thank you, Bob, for that. Appreciate that. Everybody can get on the site, put an order together. If they have any questions or any problem they've got, they can go ahead and call customer support. Excellent. Thank you, Bob. Okay, guys, I'm going to try to make it through the Intel segment with you.
Good Afternoon Dinar Recaps,
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Coffee with MarkZ, joined by Mr. Cottrell. 09/18/202
Some highlights by PDK-Not verbatim
MarkZ Disclaimer: Please consider everything on this call as my opinion. People who take notes do not catch everything and its best to watch the video so that you get everything in context. Be sure to consult a professional for any financial decisions
MZ: Progress continues and rumors fly. We will see what Mr. Cottrell has to bring to the table this morning.
MZ: I’m pretty giddy. Iraq is even announcing that Sept 30th is “Financial Sovereignty Day” along with removal of troops….. We hope this means Change the dinar value day. Many things are screaming “This is our month”
KTFA
Saturday Night Video
FRANK26…9-19-26…..IT’S NOT WHAT THEY SAY…IT’S WHAT THEY DON’T SAY
This video is in Frank’s and his team’s opinion only
Frank’s team is Walkingstick, Eddie and Omar in Iraq and guests
Playback Number: 605-313-5163 PIN: 156996#