Erik Wetterling, The Hedgeless Horseman, discusses gold’s standout role as a safe haven, noting the muted reactions in gold stocks to their improving economics and the rerating opportunities present at current valuations.

John Rubino with a wide-ranging discussion on gold, gold equities, silver, silver equities, macroeconomic factors, and using volatility spreads to smooth out the extreme market moves. We once again reflect on the reasons why gold and the gold stocks have continued to outshine most other market sectors with the backdrop of macroeconomic turbulence and general market volatility.

Erik Wetterling, The Hedgeless Horseman, discusses the attractive value proposition he sees in various small gold producers and developers, and why he believes they will be forced to get rerated to higher levels as this bull market unfolds.

John Rubino discusses the recent break higher in both gold and silver, the contrasting moves within the PM mining stocks versus juniors, looking ahead to Q4 earnings, the improving producer margins, and the macroeconomic trends behind inflation both inside mining and in the broad economy.

Peter Krauth joins me for a wide-ranging discussion on the macroeconomic factors moving the precious metal sector higher, and some pro tips on investing junior silver stocks, and the companies that have his attention.

Jordan Roy-Byrne, CMT, MFTA, reviews the significance of gold getting close to breaking out to new highs in inflation-adjusted terms, and both GDX and GDXJ are close to breaking out above lateral pricing resistance.

Sean Brodrick outlines opportunities that he is seeing in silver and the quality silver stocks, in particular the producers with margin expansion potential in good jurisdictions.

Marc Chandler discusses the moves in global currencies, recent US economic data for GDP growth and the PCE inflation metrics, commodities inflows, wage growth, corporate profits, and how this all ties into central bank policies, domestically and abroad.

John Rubino, discusses potential opportunities in uranium, oil, copper, and gold equities on any short-term weakness.

Jordan Roy-Byrne discusses the fundamental and technical factors that could move gold and silver stocks higher next year.