The Pete Quiñones Show Episode 1214: This is NOT Financial Advice w/ Ben Kelleran and Stormy Waters
14 snips
May 15, 2025 
Ben Kelleran, host of the Kontrarian Korner podcast, and Stormy Waters, a managing partner at a venture capital firm, dive into current market dynamics. They dissect the cyclical nature of markets, emphasizing gold's critical role. The duo highlights how narratives often overshadow fundamentals in investment decisions. With rising interest rates and the complexities of market manipulation, they urge a cautious approach to investing, particularly in commodities. Additionally, they discuss the necessity of adapting personal finances amidst global economic uncertainties.
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Gold Leads Commodity Cycles
- Commodity markets follow 10-15 year cycles, with gold often leading these cycles by 1-2 years.
- The recent surge in gold prices signals a shift towards a prolonged commodity super cycle with rising interest rates.
Zombie Companies' Debt Danger
- One in four U.S. publicly traded companies pays more interest than they earn.
- Many depend on continual debt refinancing enabled by low interest rates, making them at risk if rates rise.
Leverage Masks True Commodity Prices
- Cheap interest rates enable massive leverage in commodity futures, artificially suppressing prices.
- Rising rates increase leverage costs, leading to a commodity price resurgence as short pressures ease.
