The other day I had the pleasure of chatting with Ben (B.R.) Kelleran who runs the Kontrarian Korner newsletter. Thought you would like it, especially since Ben, a CPA and financial accountant, runs through some of his own platinum exposure after we have a nice discussion on Oil and the discord between Yellen and Powell.
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Talking Oil and Platinum With a Kontrarian
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The other day I had the pleasure of chatting with Ben (B.R.) Kelleran who runs the Kontrarian Korner newsletter. Thought you would like it, especially since Ben, a CPA and financial accountant, runs through some of his own platinum exposure after we have a nice discussion on Oil and the discord between Yellen and Powell.
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Cheers
Podcast Summary
Vince’s expected path for oil over the next three to five years.
His thoughts on how the election could impact that path.
The paper market versus the physical market for oil.
Hedge fund activity in oil shrinking while CTAs (trend followers) having a bigger impact.
The WTI contract becoming an orphan contract.
The Permian Basin and offshore vs. onshore production.
Precious metals and some of the opportunities in the platinum miners.
The Fed and the Treasury (aka Powell & Yellen) working against each other.
Book Recommendations: The Wager by David Grann & The Origins Of Totalitarianism by Hannah Arendt
If you prefer, here it is on Youtube: