Watchman Privacy 184 - Tom Bodrovics: Contrarian Investing, Contrarian Living
Jun 30, 2025
Tom Bodrovics, a multifaceted entrepreneur and host of Palisades Gold Radio, dives into the world of contrarian investing. He discusses gold and uranium's roles in uncertain economies, emphasizing the need for alternative perspectives on finance. Bodrovics shares insights on Canada's economic challenges, the implications of modern monetary theory, and the importance of vetting banks. Additionally, he reflects on self-sufficiency and the craft of welding, showcasing his eclectic interests and the value of continuous learning.
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Gold as Tangible Insurance
- Gold acts as a financial insurance and reflects inflation over time as a tangible asset.
- It offers optionality and protection against digital or systemic failures like hacks or EMPs.
Contrarian Investing's Long View
- Contrarian investing focuses on long-term perspectives beyond short-term catalysts.
- The constant printing by central banks pushes investors up the risk ladder seeking yield.
MMT Delays Collapse But Corrodes Morality
- Modern Monetary Theory (MMT) effectively delays economic crashes by extensive currency printing.
- This delays reckoning but erodes societal morality by removing the value of hard work and currency.
