Craig Hemke – Macro Thoughts On Interest Rates, The US Dollar, Inflation, Gold, And PM Mining Stocks
Craig Hemke, Founder and Editor of TF Metals Report, joins us to share his thoughts on the macroeconomic trends with interest rates, the US Dollar, inflation expectations, gold, and the precious metals mining stocks. It’s a broad discussion that gets into the nuances of recent pricing action in the markets, but also the longer-term value drivers for each market segment.
We also review the difference in motivations and expectations between investing in gold as a store of longer-term value, versus speculating in the junior gold stocks. We wrap up pondering if the some of the competing “hot-money” speculative market segments, like cryptos and AI stocks, have taken attention away from the mining stocks, and if there could just be too many mining stocks in the sector for investors to sort through.