Rocks and Money

Here are the press releases mentioned in the Podcast: SH-1 Results from SH20-01A and SH20-02 SH-1 Results from SH20-03 and SH20-04 First bit of the Aquila Hole AQ20-01 Full Results from AQ20-01

This podcast is a departure from the usual. In this episode I read from several important essays, about Tethers, bitcoin and a potentially devastating fraud. In particular, I read from the following essays: https://crypto-anonymous-2021.medium.com/the-bit-short-inside-cryptos-doomsday-machine-f8dcf78a64d3 https://www.bloomberg.com/news/articles/2021-01-14/research-affiliates-quant-warns-of-bitcoin-market-manipulation https://medium.com/coinmonks/tether-a-potential-disaster-waiting-to-happen-89e1b50570ac https://coingeek.com/crypto-crime-cartel-the-end-is-nigh-for-tether/ These are must reads, but absolutely start with the Crypto-anonymous essay. It's the basis for my concerns and lays out a particularly compelling case for fraud and divesting your cryptocurrencies.

Happy Holidays!  I ramble a little about real estate prices and mortgage rates. And I discuss how it's inflationary, which is bad for folks on fixed income. 

My gut told me that 2020 had some of the biggest moves in its history. Turns out, I shouldn't trust my gut.  In this episode, I break down gold's biggest moves - daily, weekly, monthly and quarterly. And I discuss where we are now, what macro forces are doing to the gold price and how I'm preparing my portfolio for 2021. 

In this episode, I talk about the role of U.S. oil supply on oil prices.  I also talk about how to play rising oil prices. I don't currently own Schlumberger...much to my chagrin. I knew it was coming and didn't pull the trigger. Feel free to let me know what you think. 

In this podcast, I talk to my good friend Dr. Rob Carpenter. We start off talking deposits and end up talking about economics. Here's a little background on Rob: Robert Carpenter is a Professional Geoscientist with over 25 years of technical and executive experience for junior and major mining companies. He was co-founder and President and CEO of Kaminak Gold Corporation from 2005 to 2013 and led the company through the acquisition, discovery and maiden resource of the multi-million ounce Coffee Gold Project, located in the White Gold District, Yukon. The project was subsequently acquired by Goldcorp Inc in 2016. He has received awards from the Association for Mineral Exploration of British Columbia for excellence in mineral exploration (2013) and social and environmental stewardship (2008). He completed his Ph.D. at the University of Western Ontario in 2004 where he worked on the newly discovered Meliadine Lake gold deposits that are currently owned by Agnico Eagle. 

This is the first episode of my podcast - working title: Rocks and Money. I'm a 15 year veteran of natural resource investing. You can find me at www.mattbadiali.net. In this episode, I lay out my working thesis for copper. I think EV demand alone will drive a massive bull market in copper over the next 3 to 5 years. And I compare it to the bull market in oil from 2000 to 2010, when it went from $20 per barrel to $140 per barrel. That's the kind of market we can expect if we get the expected demand in copper.