About this episode

Chase Taylor and Zach Abraham discuss the current state of the market, focusing on gold miners and various economic factors affecting pricing and security.

Chase Taylor and Zach Abraham from Bulwark Capital join the show to unpack a world turned upside down. The pair walk through why oil could be mispriced by $30 or more, how cheap drones and missiles have rewritten the global security picture, and why the debasement trade is only taking a breather. We also dig into the quiet detente between the US and China, the "electric stack" thesis spanning drones, EVs, solar and robotics, the West's regulation problem, and the nuclear renaissance. Plus the metals capturing their attention right now: nickel, aluminium, copper and gold. Follow Chase and Zach: Chase's macro research: https://www.pineconemacro.com/Zach on X - https://x.com/KYRRadioBulwark Capital - https://bulwarkcapitalmgmt.comZach & Chase's podcast: https://www.youtube.com/ ⁨@knowyourriskpodcast⁩ …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ : one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Preview & The Director's Special (2:00) Iran and the macro…

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