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.
A Generational Financial Reset Is Here : Felix Nikolas Prehn
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Bruce’s Big Call Dinar Intel Thursday Night 10-8-26
Transcribed By WiserNow Emailed To Recaps (INTEL ONLY)
Welcome everybody to the Big Call tonight. It is Thursday, October eighth, and you're listening to the Big Doll. We do have a little echo in the background, and it may be affecting the recording. We don't know, but it's not going to deter us from continuing with the call.
I appreciate that, Bob. Thanks. Let's let's go ahead and talk about where we are on Intel today. This is not going to be a super long segment. I don't plan to to drag it out. you know. You guys know I try to come up with a reasonable timeline based on the intel that we get, so we can kind of get an idea of when everything is going to go.
Good Afternoon Dinar Recaps,
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The Crew: Samson, PompeyPeter, Petra, Daytrader, Sunkissed, GIGI and Militia Man
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Follow MM on X == https://x.com/Slashn
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We got some good news coming through. we are still on course to get this done and nothing has changed. The private contractor are waiting for notifications to get paid all contracts signed and waiting for banks to release the funds. We are talking about over quintillions of dollars, this amount of funds are not accomplished during regular banking hours, and people are waiting.
Tier4B I am not into that and Tony has given the intel for this.
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Emailed to Recaps~Thank you David
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By Reset Intelligence | @EXIT_FIAT
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Good Morning Dinar Recaps,
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Forget crypto jargon. Forget politics. Forget financial terms.
Think about something everybody understands:
We buy a house. We want a deed.
We buy a car. We want a title.
KTFA
Thursday Night Video
FRANK26……10-8-26….NICE TRY PARLIAMENT
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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Forget Crypto. Watch What Is Happening To Money Itself.
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In this week's Live from the Vault, Andrew Maguire details how central banks swapping dollars for physical gold at an unrivalled pace are quietly forcing a repricing of global debt — and why this gold rush marks something far bigger than a market rally.
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Good Afternoon Dinar Recaps,
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Coffee with MarkZ, joined by Dr. Scott Young. 10/08/2026
MarkZ Disclaimer: Please consider everything on this call as my opinion. Be sure to consult a professional for any financial decisions
MZ: The move to 1500 still has people scratching their heads, middle east politics, Europe and then Dr. Scott joins us to take your questions.
THE CONTENT IN THIS PODCAST IS FOR GENERAL & EDUCATIONAL PURPOSES ONLY&NOT INTENDED TO PROVIDE ANY PROFESSIONAL, FINANCIAL OR LEGAL ADVICE. PLEASE CONSIDER EVERYTHING DISCUSSED IN MARKZ’S OPINION ONLY
KTFA
Friday Night Video
FRANK26…10-9-26…….TELL ME MORE
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#