https://kurat.ch/ Latest uploads from kurat's curated Commodities channels. en Tue, 28 Jul 2026 07:42:42 GMT https://www.youtube.com/watch?v=Fta8-NNNigE https://www.youtube.com/watch?v=Fta8-NNNigE Bloomberg Podcasts (Odd Lots et al.) Tue, 28 Jul 2026 07:24:34 GMT Bloomberg Podcasts (Odd Lots et al.) — Your morning briefing. All the news you need to start your day. On today's podcast: (1) A global selloff in semiconductor stocks deepened on Tuesday, as fresh signs of China’s progress in advanced chipmaking and mounting concerns over the a https://www.youtube.com/watch?v=lspOVeGs15w https://www.youtube.com/watch?v=lspOVeGs15w Bloomberg Podcasts (Odd Lots et al.) Tue, 28 Jul 2026 04:18:46 GMT Bloomberg Podcasts (Odd Lots et al.) — Business and finance news from the Asia-Pacific. A selloff in global semiconductor stocks deepened, as investor sentiment continued to worsen over the sustainability of the artificial intelligence boom. The losses point to deepening concern https://www.youtube.com/watch?v=y-Ko0JEfiKE https://www.youtube.com/watch?v=y-Ko0JEfiKE Wealthion Tue, 28 Jul 2026 02:00:01 GMT Wealthion — 💡Get a free review with Wealthion’s trusted financial advisors at https://wealthion.com/free 💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/getready 💡Protect your wealth w https://www.youtube.com/watch?v=jrxmwgGnbvo https://www.youtube.com/watch?v=jrxmwgGnbvo Bloomberg Podcasts (Odd Lots et al.) Tue, 28 Jul 2026 00:58:29 GMT Bloomberg Podcasts (Odd Lots et al.) — Columbia Law School’s Michael Gerrard, an expert on environmental law and director of the Sabin Center for Climate Change Law, discusses the legalities around the wildfire smoke from Canada entering the US. Bloomberg legal reporter Erik Lar https://www.youtube.com/watch?v=l4MRCQav974 https://www.youtube.com/watch?v=l4MRCQav974 Hedgeye Tue, 28 Jul 2026 00:00:36 GMT Hedgeye — #finance #federalreserve #kevinwarsh #investing https://www.youtube.com/watch?v=Y4YP9Hbxovg https://www.youtube.com/watch?v=Y4YP9Hbxovg David Lin Report Mon, 27 Jul 2026 23:07:23 GMT David Lin Report — Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! E.B. Tucker, Editor of The Tucker Letter, discusses markets, discusses how investors can navigate rapid technological change, vol https://www.youtube.com/watch?v=MJrwlJKnW-w https://www.youtube.com/watch?v=MJrwlJKnW-w Bloomberg Podcasts (Odd Lots et al.) Mon, 27 Jul 2026 22:17:22 GMT Bloomberg Podcasts (Odd Lots et al.) — Kentucky Senator Mitch McConnell, who has been absent from the Senate since a June 14 fall at his home, is not yet ready to return to work, according to the official physician of the US Capitol. McConnell, 84, is currently at a rehabilitati https://www.youtube.com/watch?v=U3jREas1xsI https://www.youtube.com/watch?v=U3jREas1xsI Bloomberg Podcasts (Odd Lots et al.) Mon, 27 Jul 2026 22:07:18 GMT Bloomberg Podcasts (Odd Lots et al.) — Today's biggest winners and losers in the stock market. On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bos https://www.youtube.com/watch?v=ayCg687hyK4 https://www.youtube.com/watch?v=ayCg687hyK4 Wealthion Mon, 27 Jul 2026 20:13:37 GMT Wealthion — 💡Get a free review with Wealthion’s trusted financial advisors at https://wealthion.com/free 💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/getready 💡Protect your wealth w https://www.youtube.com/watch?v=Zrn-6YIHh7k https://www.youtube.com/watch?v=Zrn-6YIHh7k Wealthion Mon, 27 Jul 2026 20:00:06 GMT Wealthion — Everyone is focused on today's AI boom—but according to Brett Rentmeester, the biggest investment opportunities may still be ahead. In this conversation with Maggie Lake, Brett explains why investors are underestimating AI's next phase, fro https://www.youtube.com/watch?v=WIDTJpmCXOg https://www.youtube.com/watch?v=WIDTJpmCXOg Bianco Research Mon, 27 Jul 2026 19:35:56 GMT Bianco Research — Jim Bianco explains that under Kevin Warsh's leadership, the Federal Reserve has abandoned forward guidance, creating the highest level of rate-hike uncertainty in 17 years and marking a shift toward a more unpredictable, committee-driven d https://www.youtube.com/watch?v=6SbES4h7HoE https://www.youtube.com/watch?v=6SbES4h7HoE Bianco Research Mon, 27 Jul 2026 19:33:33 GMT Bianco Research — Jim Bianco explains that the drop in tech stocks despite positive earnings is normal volatility driven by uncertainty around new technologies like "agentic AI," reassuring investors that while tech booms historically end in bubbles from ove https://www.youtube.com/watch?v=FdMZ72HU5rg https://www.youtube.com/watch?v=FdMZ72HU5rg Bianco Research Mon, 27 Jul 2026 19:31:11 GMT Bianco Research — Jim Bianco cautions investors against prematurely selling their AI stocks, arguing that with only two percent public adoption, the current market resembles the early days of the late-90s tech boom rather than the 2000 dot-com crash. https://www.youtube.com/watch?v=tUqK5D9J_38 https://www.youtube.com/watch?v=tUqK5D9J_38 Bianco Research Mon, 27 Jul 2026 19:28:53 GMT Bianco Research — Jim Bianco explains that the stock market has effectively split into two distinct asset classes, with massively weighted AI stocks now trading in the opposite direction of the remaining "real economy" stocks. https://www.youtube.com/watch?v=5chu5jjAPcA https://www.youtube.com/watch?v=5chu5jjAPcA Bianco Research Mon, 27 Jul 2026 19:13:40 GMT Bianco Research — Jim Bianco argues that the stock market has effectively split into two separate asset classes: 41 highly volatile AI stocks and 459 non-AI "real economy" stocks that trade in opposite directions. While he acknowledges technology booms histo https://www.youtube.com/watch?v=G7oZQdgvU7M https://www.youtube.com/watch?v=G7oZQdgvU7M Hedgeye Mon, 27 Jul 2026 18:22:39 GMT Hedgeye — #finance #stockmarket #investing #volatility https://www.youtube.com/watch?v=OSqxaqHRBiU https://www.youtube.com/watch?v=OSqxaqHRBiU Crux Investor Mon, 27 Jul 2026 16:34:05 GMT Crux Investor — On-site visit to Hycroft Mining's Hycroft Mine, Nevada. Our previous interview: https://www.cruxinvestor.com/posts/hycroft-mining-nasdaqhymc-high-grade-silver-results-demonstrate-scale-9670 Recording date: 28th May 2026 Hycroft Mining sits https://www.youtube.com/watch?v=CuznkQ_rpws https://www.youtube.com/watch?v=CuznkQ_rpws Wealthion Mon, 27 Jul 2026 15:58:59 GMT Wealthion — China's newest memory chip giant is making headlines—but Peter Boockvar warned about it before the market caught on. In this clip from last week's Wealthion interview, Boockvar explains why investors should pay attention to CXMT, how China' https://www.youtube.com/watch?v=kOAzHrXjmCI https://www.youtube.com/watch?v=kOAzHrXjmCI Bear Traps Report Mon, 27 Jul 2026 15:23:51 GMT Bear Traps Report — Regulators are leveraging deregulation to push banks into buying more Treasuries. Meanwhile, a booming stablecoin market, potentially worth $500 billion, is set to become a major buyer. #BankingRegulation #Treasuries #Stablecoins #Financial https://www.youtube.com/watch?v=WA3i9KTyLso https://www.youtube.com/watch?v=WA3i9KTyLso Peter Zeihan Mon, 27 Jul 2026 09:45:16 GMT Peter Zeihan — Most of the data coming out of China isn't worth the paper it's printed on, but there are a handful of metrics that aren't based on estimates. Today, we'll be looking at marriage registrations and what the 6% decline from last year means. J https://www.youtube.com/watch?v=byWZoKCdePo https://www.youtube.com/watch?v=byWZoKCdePo Asianometry Sun, 26 Jul 2026 23:00:00 GMT Asianometry — Links: - Patreon (Support the channel directly!): https://www.patreon.com/Asianometry - X: https://twitter.com/asianometry - Newsletter & Podcast (available through Stratechery Plus): https://asianometry.passport.online/ - LinkedIn (feel fr https://www.youtube.com/watch?v=I475w6xb8LI https://www.youtube.com/watch?v=I475w6xb8LI Eurodollar University Sun, 26 Jul 2026 22:07:47 GMT Eurodollar University — There is a MAJOR dislocation across the entire marketplace you need to know about, and it starts with Nestle and French fries, not the fed funds rate. Swaps, inflation demand, curves, even oil; you name it. You think everyone agrees with th https://www.youtube.com/watch?v=SjxmpuoQvVc https://www.youtube.com/watch?v=SjxmpuoQvVc David Lin Report Sun, 26 Jul 2026 19:22:44 GMT David Lin Report — Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+ John Butler, author of The Amphora Report, discusses how geopolitical instability, suppl https://www.youtube.com/watch?v=aXOiNOEy_-w https://www.youtube.com/watch?v=aXOiNOEy_-w What's Going on With Shipping? (Sal Mercogliano) Sun, 26 Jul 2026 17:41:48 GMT What's Going on With Shipping? (Sal Mercogliano) — In this special episode of What's Going on With Shipping?, Sal Mercogliano joins long-time friend and logistics expert Tim Dooner on his new show, Nooner with Dooner. They dive deep into the interconnected world of global maritime trade, su https://www.youtube.com/watch?v=wM0_rexOj_w https://www.youtube.com/watch?v=wM0_rexOj_w Monetary Matters Sun, 26 Jul 2026 16:59:20 GMT Monetary Matters — In this episode of Monetary Matters, host Jack sits down with Nicholas Brooks, Head of Economic and Investment Research at ICG, to discuss the true health of private credit and corporate balance sheets. Brooks argues that underlying corpora https://www.youtube.com/watch?v=YcIrZWdtL2w https://www.youtube.com/watch?v=YcIrZWdtL2w Perun Sun, 26 Jul 2026 16:28:44 GMT Perun — Sponsored by Private Internet Access: Go to https://PIAVPN.com/Perun to get 83% off from our sponsor Private Internet Access with 4 months free! New Year, New Data...and the line is very much going up. Let's talk NATO's spending data for 20 https://www.youtube.com/watch?v=ZLRQq2As7AI https://www.youtube.com/watch?v=ZLRQq2As7AI The Loadstar Sun, 26 Jul 2026 16:00:07 GMT The Loadstar — This week on News in Brief, we unpack the latest wave of US tariffs on Canada and Brazil and what they mean for global supply chains. Gavin van Marle explains why transpacific shipping is entering uncharted territory, explores the latest de https://www.youtube.com/watch?v=n0iHxB4ecOU https://www.youtube.com/watch?v=n0iHxB4ecOU Brent Johnson (Santiago Capital) Sun, 26 Jul 2026 13:00:16 GMT Brent Johnson (Santiago Capital) — 👉 On Substack? Visit - https://research.santiagocapital.com 👉 Shop Individual Macro Research Reports - https://santiagocapital.com/shop 👉 Put Your Gold to Work - https://www.monetary-metals.com/santiago This week we look at the relentles https://www.youtube.com/watch?v=C4gNWY4bHYQ https://www.youtube.com/watch?v=C4gNWY4bHYQ Eurodollar University Sat, 25 Jul 2026 22:22:42 GMT Eurodollar University — Most people believe another Asian financial crisis can’t happen. Not like 1997. Asian governments now have enormous foreign-exchange reserves. Their currencies are generally more flexible. Banks are better regulated. Officials supposedly un https://www.youtube.com/watch?v=AoVU2SkLTxo https://www.youtube.com/watch?v=AoVU2SkLTxo Purdue Center for Commercial Agriculture Sat, 25 Jul 2026 19:00:33 GMT Purdue Center for Commercial Agriculture — Organic corn earned about 80% more revenue per bushel, and organic soybeans earned more than double the revenue per bushel. But higher prices are only part of the profitability story. ▶️ Watch the full AgBrief to see how yields, costs, and https://www.youtube.com/watch?v=-J2ekplJHBo https://www.youtube.com/watch?v=-J2ekplJHBo Wealthion Sat, 25 Jul 2026 17:00:07 GMT Wealthion — Owning the S&P 500 doesn't necessarily mean you're diversified anymore. Steven Feldman breaks down why today's index has become heavily concentrated in AI—and what investors can do about it. 💡Get a free review with Wealthion’s trusted fina https://www.youtube.com/watch?v=fqY4zMtBS74 https://www.youtube.com/watch?v=fqY4zMtBS74 David Lin Report Sat, 25 Jul 2026 16:57:38 GMT David Lin Report — Go to https://LinTrustsGold.com or text LIN to 35052 to learn more about Augusta Precious Metals! Willem Middelkoop, Founder of the Commodity Discovery Fund, discusses the changing global monetary order, rising sovereign debt risks, central https://www.youtube.com/watch?v=9MGlq_4xxjE https://www.youtube.com/watch?v=9MGlq_4xxjE Joseph Wang (FedGuy) Sat, 25 Jul 2026 15:22:46 GMT Joseph Wang (FedGuy) — #federalreserve #marketsanalysis 00:00 - Intro 01:03 - AI Trade Faltering 05:58 - Iran War Escalation 12:02 - Fed Hiking For macro courses: www.centralbanking101.com My best seller on monetary policy: https://www.amazon.com/dp/0999136771 https://www.youtube.com/watch?v=ZXP8muFXWto https://www.youtube.com/watch?v=ZXP8muFXWto Super-Spiked (Arjun Murti) Sat, 25 Jul 2026 13:00:39 GMT Super-Spiked (Arjun Murti) — We continue our July series focused on Strait of Hormuz Crisis takeaways with a focus on energy and power sub-sector stock performance. We take a look back at growth and profitability since 2021, which has yielded some surprising results an https://www.youtube.com/watch?v=EzvdGKs05Rc https://www.youtube.com/watch?v=EzvdGKs05Rc Patrick Boyle Sat, 25 Jul 2026 11:30:06 GMT Patrick Boyle — If you’re looking to upgrade your business wardrobe, I can recommend giving Tailor Store a try. Their shirts are made to your measurements, so you can create something that fits both your body and your personal style. My viewers receive 25% https://www.youtube.com/watch?v=dxEhKaCKSAg https://www.youtube.com/watch?v=dxEhKaCKSAg Bloor Street Capital Sat, 25 Jul 2026 11:00:00 GMT Bloor Street Capital — Mehmet Beceren is a senior market strategist at Rosenberg Research and in this interview, Mehmet provides an overview of the European economy and what countries to invest in and what countries to stay away from. Start a free 14-day trial ht https://www.youtube.com/watch?v=kw36r3gSHvE https://www.youtube.com/watch?v=kw36r3gSHvE Crux Investor Sat, 25 Jul 2026 09:11:03 GMT Crux Investor — Interview with Lewis Lawrick, President & CEO of Magna Terra Minerals Recording date: 23rd July 2026 Magna Terra Minerals (TSXV:MTT) is a Toronto-headquartered exploration company advancing a diversified portfolio of precious and critical m https://www.youtube.com/watch?v=QKEaeG454dA https://www.youtube.com/watch?v=QKEaeG454dA Money of Mine Sat, 25 Jul 2026 09:00:12 GMT Money of Mine — Darren McLean is back. A longtime mining investor, Muddy Waters consultant and Chairman of Mayfair Gold, Darren has spent his career hunting dislocations in the development space, and he argues developers are now the cheapest he has ever se https://www.youtube.com/watch?v=tNJM1WR07TI https://www.youtube.com/watch?v=tNJM1WR07TI Crux Investor Sat, 25 Jul 2026 07:06:40 GMT Crux Investor — Interview with Raymond D. Harari, Director & CEO, and Enrique Reichhard, VP Exploration of Argentina Metals Recording date: 23rd July 2026 Argentina Metals Corp (TSXV:VLLC) is a Canadian-domiciled copper exploration company built around a s https://www.youtube.com/watch?v=CbY8WHmGgMY https://www.youtube.com/watch?v=CbY8WHmGgMY Asianometry Sat, 25 Jul 2026 03:00:34 GMT Asianometry — Links: - Patreon (Support the channel directly!): https://www.patreon.com/Asianometry - X: https://twitter.com/asianometry - Newsletter & Podcast (available through Stratechery Plus): https://asianometry.passport.online/ - LinkedIn (feel fr https://www.youtube.com/watch?v=VlYJ6dOqNPk https://www.youtube.com/watch?v=VlYJ6dOqNPk The Daily Gold Sat, 25 Jul 2026 01:28:38 GMT The Daily Gold — 💰 Find junior gold & silver stocks with 5x–10x potential: 🚀 https://thedailygold.com/premium?ref=ytdesc 📲 Connect with me: https://twitter.com/thedailygold 🌐 Website: https://www.thedailygold.com #Gold 🟡 #Silver ⚪ #Stagflation 📉 https://www.youtube.com/watch?v=h7vTKV-wv3U https://www.youtube.com/watch?v=h7vTKV-wv3U Bear Traps Report Fri, 24 Jul 2026 23:15:29 GMT Bear Traps Report — Concerns rise as potential diesel price hikes loom due to Middle East congestion. While new pipelines aim to neutralize the Strait of Hormuz, current leverage for disruptive actors is a 'melting ice cube.' This geopolitical tension could tr https://www.youtube.com/watch?v=mT7Dzt60Rj4 https://www.youtube.com/watch?v=mT7Dzt60Rj4 What's Going on With Shipping? (Sal Mercogliano) Fri, 24 Jul 2026 22:37:20 GMT What's Going on With Shipping? (Sal Mercogliano) — The maritime crisis in the Middle East intensifies as the Houthis announce a formal blockade against Saudi Arabia, targeting two major tankers in the Bab el-Mandeb. This episode analyzes the strikes on two Saudi tankers, the immediate spike https://www.youtube.com/watch?v=jrTV2rpJjzY https://www.youtube.com/watch?v=jrTV2rpJjzY Purdue Center for Commercial Agriculture Fri, 24 Jul 2026 22:00:05 GMT Purdue Center for Commercial Agriculture — Organic farms earned higher average returns—but they also showed much greater variability from one farm to another. Why do some farms capture those premiums while others don't? ▶️ Watch the full AgBrief for the complete analysis using five https://www.youtube.com/watch?v=fjrcp3q-FK8 https://www.youtube.com/watch?v=fjrcp3q-FK8 42 Macro (Darius Dale) Fri, 24 Jul 2026 20:00:23 GMT 42 Macro (Darius Dale) — In today's video, Darius answers the following question: Is the global cost of capital too low? Download a complimentary sample of our industry-leading research today: https://42macro.com/42-macro-sample-research&utm_campaign=macro_minute&u https://www.youtube.com/watch?v=MIRTnky8Hkg https://www.youtube.com/watch?v=MIRTnky8Hkg David Lin Report Fri, 24 Jul 2026 18:59:32 GMT David Lin Report — Go to https://LinTrustsGold.com or text LIN to 35052 to learn more about Augusta Precious Metals! Joe Cavatoni, Senior Markets Strategist at the World Gold Council, discusses gold’s recent pullback, regional investment flows, interest rates https://www.youtube.com/watch?v=7he7AktLhkU https://www.youtube.com/watch?v=7he7AktLhkU Bear Traps Report Fri, 24 Jul 2026 16:54:26 GMT Bear Traps Report — The world is shifting into a multipolar economy with higher interest rates and inflation. Sophisticated investors see major portfolio changes ahead. Larry McDonald explains. #GlobalEconomy #Inflation #InterestRates #Investing #FinancialMark https://www.youtube.com/watch?v=sPdkrIBpryY https://www.youtube.com/watch?v=sPdkrIBpryY Bear Traps Report Fri, 24 Jul 2026 15:14:04 GMT Bear Traps Report — Despite short-term strength from rising interest rates, a secular bearish dollar regime is predicted. Inflation spikes and geopolitical factors influence the greenback's long-term trajectory. #DollarTrend #GlobalEconomy #InterestRates #Infl https://www.youtube.com/watch?v=wQbN1sunDEI https://www.youtube.com/watch?v=wQbN1sunDEI Sprott Fri, 24 Jul 2026 12:57:16 GMT Sprott — Steve Schoffstall explains why rare earths have become a critical geopolitical and investment theme as countries look to reduce dependence on China's dominant supply chain. Schoffstall highlights how these essential materials power everythi https://www.youtube.com/watch?v=_HflU_vu9jQ https://www.youtube.com/watch?v=_HflU_vu9jQ Sprott Fri, 24 Jul 2026 12:55:32 GMT Sprott — Rare earth elements are becoming increasingly important to national security, AI, defense, energy and advanced manufacturing, yet global supply chains remain heavily concentrated in China. In this webcast, Steve Schoffstall, Managing Partne