

Soar Financially
Kai Hoffmann
Discussing the macro, to understand the micro! | We speak with influential investors, market commentators, CEOs and other influential figures. What is driving global financial markets?
Episodes
Mentioned books

Sep 1, 2025 • 37min
Gold Bull Market Has JUST Begun | Rick Rule
Legendary investor Rick Rule joins Soar Financially to break down the new gold bull market. With GDX up 80% and gold above $3,400, he warns why 85% of junior miners are worthless, why the US dollar could lose 75% of its value, and where the real opportunities are—in royalties, optionality plays, and select copper names.---------------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------👨💼 Guest: Rick Rule🏢 Company: Battle Bank🌎 https://ruleinvestmentmedia.com📺 @RuleInvestmentMedia 𝕏 @RealRickRule📅 Recording date: August 28th, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! Keynotes: Rick Rule, Alex Krainer, Markuss Bussler, Keith Neumeyer, David Finch, John Fornwood---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/---------------------Time Stamps:00:00 - If You Give Gov’t $100K, You Get Back $65K01:00 - Why Tariffs Are Fiction02:00 - Gold vs Dollar: What’s Really Driving It04:15 - “Buyers Who Panic Are My Best Friends”06:00 - Fear, Bias & Why Investors Get It Wrong07:00 - Weaponizing the Dollar: The $300B Catalyst09:00 - Treasuries Are a Guaranteed Loss10:30 - Math, Not Trump, Is Driving Gold12:00 - Ray Dalio Buys Gold — What It Means13:00 - Trump, Tariffs & Mining Manipulation16:00 - Resource Wars: China, US & Saudi Involvement18:30 - The Role of State Power in Mining21:00 - Lobbying & Canadian Miners in DC24:00 - Robert Friedland’s Global Chess Game27:00 - China vs US: Cooperation or Conflict?30:00 - “Congo Made Me Richer Than Anywhere Else”32:00 - California: The Real Political Risk?34:00 - US States That Still Support Mining36:00 - The Bull Market Playbook: 5 Phases40:00 - AI Will Disrupt Investment Due Diligence45:00 - Rule Symposium: Speakers & Guarantees49:00 - Wrap-Up & Next Episode Preview**Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees.

Aug 28, 2025 • 30min
Rate Cuts Backfire: Inflation Returns | Jim Bianco
Jim Bianco, President of Bianco Research, joins us after the Jackson Hole meeting to break down Powell’s pivot, Trump’s Fed shake-ups, and what’s next for markets.We cover the real driver behind weak payrolls, immigration’s role in labor supply, why the bond market is rejecting Fed policy, and how Trump’s moves could reshape the Fed board.Bianco also shares his outlook on stocks, bonds, deflation risks, and portfolio strategy in a “4-5-6% world.#Recession #Dollar #Inflation-------------------👨💼 Guest: Jim Bianco🏢 Company: Founder, Bianco Research🌎 https://www.biancoresearch.com/𝕏 @biancoresearch📺 @biancoresearch 📅 Recording date: August 27th, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! Keynotes: Rick Rule, Alex Krainer, Markuss Bussler, Keith Neumeyer, David Finch, John Fornwood---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/Timestamps (AI generated)00:00 Debt, urgency & Trump vs Fed01:10 Fallout from Jackson Hole02:12 Fed fears repeat mistakes03:42 Immigration & labor supply shock06:05 Border policy, payroll revisions09:21 Powell caves under pressure11:14 What could derail a September cut?12:23 Trump fires Fed Governor Cook15:05 Legal fight & Fed implications17:13 Trump’s longer game at the Fed19:06 Why the urgency? Real estate lens20:45 Bond market rejects Fed cuts23:41 Stocks vs bonds competition25:57 Portfolio in a 4-5-6% world28:55 Spoiled investors & expectations*Disclaimer:*Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#Fed #Inflation #Deflation #Markets #Stocks #Bonds #Trump #Powell #Economy #Investing #Recession #Gold #Crypto #S&P500 #Treasuries #InterestRates #JacksonHole #LaborMarket #DebtCrisis #SoarFinancially

Aug 27, 2025 • 33min
Fed Cut in September? Fakeout or Breakout | Tom McClellan
Tom McClellan, editor of The McClellan Market Report, warns that investors may be celebrating too soon. From soaring bond yields to a dangerous setup in gold and Bitcoin, he explains why the Fed is “always behind the curve” and why mortgage rates could climb even higher despite market hopes for cuts.------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------👨💼 Guest: Tom McClellan🌎 https://www.mcoscillator.com/𝕏 @McClellanOsc🏢 Company: The McClellan Market Report📅 Recording date: August 25th, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! Keynotes: Rick Rule, Alex Krainer, Markuss Bussler, Keith Neumeyer, David Finch, John Fornwood---------------------►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎Timestamps & Chapters: (AI generated)00:00 Intro01:12 World Order Correction03:01 Tariffs vs Growth05:00 Fed & Inflation Lag07:10 U.S. Competitiveness Fading08:18 $37T Debt Crisis10:28 Dollar Confidence Hit12:41 Drift from Dollar System15:18 U.S.–China Rivalry17:36 No Decoupling19:11 Taiwan Ambiguity20:18 Tariff Deal Coming?23:20 India Tariffs Backfire25:34 Markets Near Highs27:15 AI as Wild Card32:30 Can Productivity Save Us? **Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#Debt #Dollar #Gold #Tariffs #Inflation #FederalReserve #Markets #S&P500 #China #Taiwan #Geopolitics #BRICS #AI #Productivity #Recession #InterestRates #TradeWar #BondMarket #USD #Commodities#marketcrash

Aug 25, 2025 • 31min
The Most DANGEROUS Mix I’ve Seen: Debt, Dollar & U.S. China Rivalry | Richard Haass
Former CFR president Richard Haass warns that the old comfort is gone. We cover $37T U.S. debt (~125% GDP), a secular drift away from a dollar-centric world, tariff-driven inflation, and the U.S.–China rivalry that won’t “decouple.” Can AI-boosted productivity buy time, or do markets have more downside than upside from here? ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------👨💼 Guest: Richard Haass, President Emeritus 𝕏 @RichardHaass🌎 https://www.cfr.org/expert/richard-haass🏢 Company: Council on Foreign Relations📅 Recording date: August 22nd, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! Keynotes: Rick Rule, Alex Krainer, Markuss Bussler, Keith Neumeyer, David Finch, John Fornwood---------------------►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎Timestamps & Chapters: (AI generated)00:00 Intro01:12 World Order Correction03:01 Tariffs vs Growth05:00 Fed & Inflation Lag07:10 U.S. Competitiveness Fading08:18 $37T Debt Crisis10:28 Dollar Confidence Hit12:41 Drift from Dollar System15:18 U.S.–China Rivalry17:36 No Decoupling19:11 Taiwan Ambiguity20:18 Tariff Deal Coming?23:20 India Tariffs Backfire25:34 Markets Near Highs27:15 AI as Wild Card29:30 Can Productivity Save Us? **Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#Debt #Dollar #Gold #Tariffs #Inflation #FederalReserve #Markets #S&P500 #China #Taiwan #Geopolitics #BRICS #AI #Productivity #Recession #InterestRates #TradeWar #BondMarket #USD #Commodities

Aug 25, 2025 • 32min
How To Survive the Next Crash AND Still Win I Steven Bavaria
Steven Bavaria, author of The Income Factory, breaks down a simple stress-reduced way to target by owning credit through diversified funds, including CEFs, compounding the income and avoiding sequence risk in retirement. We cover defaults math, why discounts matter and why credit can shine when macro is messy.#spx #gold #investing ------------👨💼 Guest: Steven Bavaria📙 Author: "The Income Factory"𝕏 @StevenBavaria🌎 https://seekingalpha.com/affiliate_link/Soarvideo📅 Recording Date: August 18th, 2025-------------------Steven Bavaria is a financial writer. Check out his books, The Income Factory (McGraw-Hill) and Too Greedy for Adam Smith on Amazon: (https://www.amazon.com/stores/Steven-Bavaria/author/B081S1N7YR?ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true), and his Inside the Income Factory service on Seeking Alpha (https://seekingalpha.com/affiliate_link/InsideTIF) A former executive at Bank of Boston and Standard & Poor's, he is a graduate of Georgetown University and New England School of Law.-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us ◄◄X (Twitter): http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/---------------------Time Stamps (AI-generated) 00:00 Why chase less volatility00:20 Back in studio00:53 Guest intro01:10 What is Income Factory03:32 Credit vs equities05:43 What kind of stress07:31 Assets used senior loans08:29 Defaults and recovery math10:23 Worst case math12:24 You already own junk13:19 Credit risk not rate risk14:23 Horses finish not win15:54 How to access via funds16:51 What is a CEF17:41 NAV vs discount23:11 Sequence risk in retirement25:06 Macro shocks and tariffs27:27 Why credit now31:28 Wrap up*Disclaimer:*Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.

Aug 25, 2025 • 32min
Don’t Wish for Fed Cuts: Crash Trigger This Fall I Katie Stockton
Katie Stockton, Founder & Managing Partner at Fairlead Strategies, joins Kai Hoffmann to break down the technical picture across stocks, bonds, commodities, and currencies.She explains why overbought doesn’t always mean bearish, how seasonal weakness could create opportunity, and why investors shouldn’t blindly cheer Fed rate cuts. Katie also shares her outlook on gold, silver, platinum, the U.S. dollar, and crude oil, plus the indicators she relies on to strip emotion out of investing.#markets #technicalanalysis #stockmarket ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------👨💼 Guest: Katie Stockton, Founder🏢 Company: Fairlead Strategies 𝕏 @StocktonKatie📅 Recording date: August 19th, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! Keynotes: Rick Rule, Alex Krainer, Markuss Bussler, Keith Neumeyer, David Finch, John Fornwood---------------------►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎Timestamps & Chapters: (AI generated)00:00 Intro – Record highs, market confusion01:00 Katie Stockton & Fairlead Strategies03:00 Technicals vs. fundamentals explained05:00 Key indicators: trend, momentum, sentiment07:00 What “overbought” really means09:00 Demystifying technical analysis for beginners11:20 U.S. market outlook – stocks near highs14:00 Seasonality and loss of momentum16:00 Fed cuts – why markets might regret them19:30 Treasuries and yields outlook22:40 U.S. Dollar trend – cyclical downtrend?24:00 Gold outlook – pause or breakdown?25:30 Silver trends and long-term view26:40 Platinum breakout – wait for better entry28:30 Oil outlook – support around $60?30:20 Where to follow Katie Stockton**Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.

Aug 25, 2025 • 30min
Mining’s Revenge: From Rock Bottom to S&P’s Top Performer I John Forwood
Newmont just crushed Tesla and Google in the S&P 500, and gold miners are back in the spotlight. John Forwood, CEO of Lowell Resources Fund, joins us to break down why sentiment has flipped, how the Fed is driving gold’s next move, and where investors should look for the biggest upside in mining. From $3,000 gold to weaponized commodities, this interview covers it all.#gold #goldmining #investing -------------------👨💼 Guest: John Forwood, CEO & Fund Manager🏢 Company: Lowell Resources Fund Management (LRFM)🌎 www.lrfm.com.au 𝕏 @LowellResFM📅 Recording date: August 21th, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! Keynotes: Rick Rule, Alex Krainer, Markuss Bussler, Keith Neumeyer, David Finch, John Fornwood---------------------►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎Timestamps & Chapters: (AI generated)0:00 – Mining stock shocks S&P 5001:20 – Sentiment shift in gold & mining4:00 – Fed, rates & gold’s sensitivity7:10 – What really drives gold now8:30 – S&P vs. miners: where’s the money?11:20 – Commodities as weapons15:00 – ESG, China & rare earths16:20 – Gold reserve pricing at $1,400?20:30 – What’s hot in mining right now22:10 – Lithium outlook23:40 – Fund strategy: 30% explorers27:20 – Catalysts for juniors ahead29:00 – Closing thoughts**Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#gold #mining #investing #federalreserve #commodities #goldprice #S&P500 #Tesla #Palantir #markets #juniorminers #uranium #silver #lithium #inflation #interestRates #geopolitics #trading #economiccrisis #commoditywar

Aug 25, 2025 • 32min
4D Chess: Dollarizing the World by the Back Door I Michael Every
Michael Every, Global Strategist at Rabobank, returns to tackle the meta forces shaping our world. From Ukraine’s frozen conflict, to China’s role in peace talks, to 90-day tariff rollovers, reverse Marshall Plans, and the rise of dollar-backed stablecoins—this is not just economics, it’s 4D chess.We cover: geopolitics reshaping markets, U.S. vs. China as the defining rivalry of the century, what tariffs really mean for inflation, the Fed’s limits in stagflation, and whether stablecoins will rewrite the global financial order. Every explains why the old playbook is dead—and why caution is the only safe strategy in this uncertain era.#Geopolitics #Markets #Gold------------👨💼 Guest: Michael Every🏢 Company: Global Strategist, Rabobank🌎 https://www.rabobank.com/𝕏 @TheMichaelEvery📺 @RabobankGroup📅 Recording date: August 23rd, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us ◄◄X (Twitter): http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/---------------------Time Stamps (AI-generated) 00:00 Old playbook is dead – the meta matters01:05 Ukraine “peace talks” or frozen conflict?02:30 Russia, China, U.S. – competing motives04:00 BRICs vs West – shifting alliances05:20 Tariffs as geopolitical weapons06:00 U.S. vs. China: fight for top dog07:00 Reverse Marshall Plan explained08:20 Stablecoins + monetary reset10:00 Pivot to Asia – flashpoints ahead11:00 Why tariffs won’t be resolved soon13:00 Inflation vs deflation pockets14:30 The Fed, stagflation & politics18:00 Stablecoins vs CBDCs – key difference24:00 Trump bans CBDCs, backs stablecoins25:00 China’s yuan-stablecoin push28:00 Global imbalances – U.S. vs China29:30 Every’s final advice: stay cautious*Disclaimer:*Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.

Aug 19, 2025 • 35min
Gold’s BREAKOUT: Dollar Confidence Is Collapsing I Will Rhind
GraniteShares CEO Will Rhind explains why gold is increasingly treated as the de-facto dollar alternative, how tariff shocks create demand destruction (not “roaring” inflation), what copper’s whipsaws say about AI-driven power demand, and how to use ETFs to position as rate-cut odds creep higher. #Gold #Inflation #CPI------------👨💼 Guest: Will Rhind🏢 Company: GraniteShares𝕏 @willrhind🌎 https://www.graniteshares.com/📅 Recording Date: August 18th, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us ◄◄X (Twitter): http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/---------------------Time Stamps (AI-generated) 00:00 Gold hedge or money02:00 Headlines do not move04:00 Rates liquidity ETFs06:00 Strong dollar strong gold08:00 Tariffs inflation or demand10:00 Copper AI power12:00 Silver catch up14:00 Positioning physical ETFs16:00 Risks recession policy18:00 H2 2025 paths20:00 Playbook adds trims22:00 What big money does24:00 Miners or bullion26:00 ETF structure and flows28:00 What could break gold30:00 Final view for 202532:00 Where to follow Will*Disclaimer:*Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#Gold #Silver #Commodities #Tariffs #Inflation #CPI #FederalReserve #DollarIndex #SafeHaven #GoldForecast #Macro #Markets #Investing #Trading #ETFs #GraniteShares #SoarFinancially #RateCuts #Copper #AI

Aug 19, 2025 • 34min
Forget Gold, Hidden Bets For Massive Upside I Trader Ferg
Contrarian investor Trader Ferg joins Kai Hoffmann to reveal where the hidden opportunities lie in today’s commodity markets. While most investors focus on the S&P 500 or gold, Ferg explains why platinum, rhodium, uranium, coal, and oil could deliver outsized returns in the years ahead.We cover his contrarian philosophy, how to spot inflection points, the platinum-rhodium connection, frustrations in uranium, the future of coal and oil under failed net-zero policies, and his boldest predictions for 2025.#gold #uranium #commodities------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------👨💼 Guest: Trader Freg 🌎 traderferg.substack.com𝕏 @trader_ferg📅 Recording date: August 13th, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE November 14 & 15, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! Keynotes: Rick Rule, Alex Krainer, Markuss Bussler, Keith Neumeyer, David Finch, John Fornwood---------------------►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎Timestamps & Chapters: (AI generated)01:08 Contrarian Investing Philosophy03:06 Platinum Example & Timing Cycles06:00 Net Zero Failure & Energy Reality09:20 Coal Demand vs Forecasts13:00 Platinum & Rhodium Breakout Case17:15 Rhodium as a Byproduct Play19:30 Uranium’s Frustrating Setup23:00 Utilities, Spot Market & Hidden Supply26:00 Legit Uranium Producers vs Dreamers28:30 Boldest Predictions for 202533:10 Final Thoughts & Wrap-Up**Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#gold #platinum #rhodium #uranium #commodities #contrarianinvesting #inflation #energycrisis #coal #oilandgas #dedollarization #preciousmetals #investing #markets #SoarFinancially #substack #traderferg #financepodcast #geopolitics #economy