News & Insights

September 25, 2022
Until the mid-1990s, peanut allergies were rare among American children - roughly four out of 1000 children in the US, under eight years old, had such an allergy. By 2008, that number had more than tripled. Nobody knew what was causing this, but the higher the number got, the tighter...
September 18, 2022
Thank you for all of the encouraging notes after last week's newsletter. The race went very well and was packed full of lessons. I had a goal of nine hours; I got it done in seven hours and sixteen minutes. There were many moments during the race when I was in trouble. At times an...
September 15, 2022
Silver is unique in that it is both a monetary metal, with a history dating back thousands of years, and one of the most important industrial commodities in the world. Silver's role in our current turbulent economic environment could be massive, and that's why we've invited a panel of...
September 12, 2022
I recently had a conversation with three friends in very different situations. All had just hit a milestone achievement. One had successfully sold her business after a 30-year grind, and suffice to say - she “got her number.” She’s set for life; she could...
September 12, 2022
Uranium is one of the hottest commodities at the moment, and for good reason. We are welcoming a panel of experts onto the show for an epic uranium-focused event on Tuesday Sep 13 to give their view on where the sector stands at the moment, and where they see it heading. Schedule (all...
September 5, 2022
Happy Labour Day. I got married seven years ago today to a woman I met at the old (now shut down) Hard Assets Conference in San Francisco. Our first date was at Mark Skousen’s libertarian-centric Freedom Fest in Las Vegas. Best return I’ve ever gotten from being a commodity investor....
September 1, 2022
Inflation is hitting 50-year highs. Even the money management playbooks from the 1970s provide little guidance on how to navigate today’s environment. The smartest thing investors can do is sit down with as many veteran money managers and expert economists as possible, listen to their...
August 21, 2022
Last weekend I was on a hike with my five-year-old when we came across a river. There was a make-shift bridge made from a fallen tree. My son was capable of walking across the log, but with a river beneath, I was uncomfortable with the risk. I held his hand, and we crossed it...
August 14, 2022
If you are sovereign, then who cares what the economy is doing? Even on the Joe Rogan podcast, debates are occurring about whether or not the economy is in recession. In a recent episode, he and his guest were arguing between the “evidence” of a...
August 1, 2022
This week on the podcast, I had an unusual guest; he is a performance coach to many high-flying money managers and executives - and a few A-list athletes, including MLB All-Star, turned businessman Alex “A-Rod” Rodriguez. I asked him if there were any common denominators...
July 4, 2022
We are heading for a recession - guaranteed. FOX and CNN have both confirmed it :) I am not sure what I am missing. I live in a town of around 20,000 people. It’s a perfect size - large enough that you don’t know most people, but small enough that...
June 26, 2022
Last week in Bangkok, Thailand, a gun-wielding robber stole $70,000 in gold from a jewelry store. When captured by police, he confessed that he had stolen the gold to cover his losses in the crypto market. I’m just going to let that marinate for a minute. If you tune into mainstream...
June 19, 2022
If you google a gentleman named Ronald Read, you will find a Wikipedia page that describes an American philanthropist, investor, janitor, and gas station attendant. It’s a fantastic resume. Read made headlines when he passed away...
June 5, 2022
Another Round in the Books I recently completed another trip around the sun. I still haven’t figured out the meaning of life. I begin each day shouting into the abyss in the form of a daily journal. I write down the front and centre items in my mind, and it focuses my energy for...