Shows / The Competent Investor
The Competent Investor
The Competent Investor brings you deep-dive conversations with the world's top investors, economists, and market strategists. Every episode unpacks the macro forces shaping markets, reveals actionable insights, and delivers conversations that compound your understanding of where capital is flowing.
Episodes
- The Competent Investor
Adam Hamilton: Gold Cracks Below $4,000 Buy Signal or Trap?
Tom Bodrovics welcomes Adam Hamilton to the show. Adam Hamilton is Founder of Zeal LLC.com. Hamilton, a gold market specialist with 26 years of professional…
- The Competent Investor
Trader Ferg: Running on Fumes | Bali, Hormuz, and the End of Cheap Resiliency
Tom Bodrovics welcomes Trader Ferg to the show. Trader Ferg is Full-time Trader & Author of the Trader Ferg Substack. The discussion centers on emerging…
- The Competent Investor
Matthew Piepenburg: Today's Gold Setup Is Stronger Than the 1970s Bull Market
I sat down with Matthew Piepenburg, Partner at Von Greyerz Gold Switzerland and author of Gold Matters, for a conversation that ranged from French riots to the…
- The Competent Investor
Rory Johnston: Global Oil Market Shattered - Iran War and Tanker Rate Explosion
I've had Rory Johnston on before, but this conversation felt different. The oil market Rory describes isn't just tight—it's structurally broken in ways we've…
- The Competent Investor
Peter Schiff: Worse Than 2008 | The $3 Trillion Mortgage Bomb 💣
Peter Schiff, CEO of Euro Pacific Asset Management, argues that the US economy is trapped in a self-perpetuating doom loop driven by massive deficits and…
- The Competent Investor
AJ Signal: The 5 Supply Chain Signals That Predict War Before the News Does
AJ Signal, a former military strategist and current geopolitical risk advisor, outlines a framework for predicting conflict by monitoring five logistical…
- The Competent Investor
Michael Pento: 2027 Will be a Year of Reckoning for the U.S. Economy and Markets
Michael Pento, President and Founder of Pento Portfolio Strategies, joins Tom Bodrovics to discuss his increasingly cautious market outlook. Pento’s model…
- The Competent Investor
Jaime Carrasco: The Fed Can’t Stop What’s Coming | Why Gold is Headed to $25,000
Jaime Carrasco, Senior Portfolio Manager at Harbourfront Wealth Management, argues that rising global interest rates signal a deepening credit crisis rather…
- The Competent Investor
2029 | The End of America and the Coming Financial Collapse
Porter Stansberry warns that the United States is on an irreversible path toward a major fiscal and societal crisis by 2029, drawing a historical parallel to…
- The Competent Investor
Tony Greer: Banana Skins & Moon Shots | Waiting for the Bond Market to Capitulate
Tom welcomes back trader Tony Greer to the show. Tony describes the current market as one of the most challenging environments he's ever navigated. He explains…
- The Competent Investor
David Murrin: Surviving the Shocks and Brutality of the West's Arrogance
In this discussion, global forecaster David Murrin outlines his view that conflicts in Ukraine, the Middle East, and the Pacific are not isolated but a…
- The Competent Investor
Peter Alexander: China | America's Fiercest Competitor or Enemy
Peter Alexander, an American investor with 30 years of on-the-ground experience in China, argues that Western perceptions are polarized and often miss the…
- The Competent Investor
Rick Rule: Unlocking the Power of Compounding in Resources and the Importance of Long-Term Thinking
Rick Rule, president and CEO of Rule Investment Media, argues that a sustained decline in the purchasing power of the US dollar is inevitable due to the…
- The Competent Investor
John Rubino: The Debt Spiral Endgame Has Begun | Are You Prepared?
Tom Bodrovics welcomes back former Wall Street analyst John Rubino for a discussion on the incoherence between Federal Reserve and Treasury policies, with the…
- The Competent Investor
Graham Summers: Gold’s Monetary Revival Is Underway
Graham Summers, President and Chief Market Strategist for Phoenix Capital Research, discussed the complex state of the bond market, noting the historic shift…
- The Competent Investor
Mike McGlone: The Last Big Trade May Not Be the Next - Gold, Stocks and Bitcoin
Tom welcomes back Senior Commodity Strategist at Bloomberg Intelligence, Mike McGlone for a discussion on the outlook for energy, metals, and the broader macro…
- The Competent Investor
Doomberg: Russia Still Holds The Key to Inflation and Millions Freezing this Winter
In this conversation, Tom Bodrovics and Doomberg explore the geopolitical and energy market implications of the ongoing Ukraine war, with a focus on the diesel…
- The Competent Investor
Chase Taylor: Destruction of Confidence | Bessent's Bond Market Intervention
Chase Taylor, global macro strategist at Pinecone Macro, analyzed the recent Treasury bond market intervention, characterizing it as an unforced error that…
- The Competent Investor
Chris MacIntosh: Pension Funds and Investors Trapped in the Looming Debt Implosion
Hedge fund manager Chris MacIntosh offers a stark assessment of the current financial system, arguing it is held together by the immense power to manipulate…
- The Competent Investor
Francis Hunt: Gold Soars as Debt Crumbles | Why Gold Broke Out Today
Recorded on: August 19, 2026 Your host, Tom Bodrovics welcomes back the market sniper himself Francis Hunt to the show. Francis Hunt is the Renegade Trader…
- The Competent Investor
Chris Vermeulen: Higher Oil, Dollar, and Interest Rates mean Coming Chaos for the Markets
Tom Bodrovics welcomes back Chris Vermeulen to the show. Chris Vermeulen is the Founder and Chief Investment Officer at 'The Technical Traders'. Chris…
- The Competent Investor
David Hunter: Momentum is Driving Straight Up Into a Generational Bust
David Hunter, Chief Macro Strategist with Contrarian Macro Advisors, maintains his highly bullish short-term outlook for equities, believing the stock market…
- The Competent Investor
Eric Yeung: Deciphering China's Master Plan For Gold with Vince Lanci
Your host Tom Bodrovics, welcomes investor Eric Yeung, and Gold Fix partner Vince Lanci to discuss recent structural changes in China’s gold market, arguing…
- The Competent Investor
Luke Gromen: China’s Quiet Domination During the US’s Middle East Distraction
Luke Gromen, president of Forest For The Trees, discussed the challenging fiscal and monetary landscape facing the US once again with your host Tom Bodrovics…
- The Competent Investor
Rick Rule: Why the Metals Aren't Dead and When I'm Buying More
Rick Rule shared his observations from his recent Rule Symposium investment conference, noting a stark contrast in sentiment between different types of…
- The Competent Investor
Rory Johnston: Global Oil Market Chaos - 3 Factors Making For a Larger Energy Crisis
Tom Bodrovics welcomes back commodity market specialist Rory Johnston for his analysis of the volatile state of the global oil market, focusing on the Strait…
- The Competent Investor
Melody Wright: America's Affordability Crisis is Building into a Crash in 2026
Tom welcomes Melody Wright, a housing analyst and strategist to the show. Melody describes the U.S. housing market as entering its fourth year of a "frozen"…
- The Competent Investor
Jaime Carrasco: Gold | Why Central Banks Continue Buying in an Uncertain Time
In this interview, your host Tom Bodrovics and senior portfolio manager Jaime Carrasco analyze the recent volatility in precious metals, framing it as a…
- The Competent Investor
John Johnston: Debunking the Tank Bottom Narrative and Oil Prices Going Forward
Veteran commodities trader John Johnston, also known as JJ, provides a detailed rebuttal to the prevailing narratives of oil market scarcity, arguing that the…
- The Competent Investor
Jesse Felder: This is the Type of Setup You Look For as an Investor
Recorded on: June 29, 2026 Jesse Felder highlights a striking divergence in oil markets: physical inventories, including the Strategic Petroleum Reserve, have…
- The Competent Investor
Robert Sinn: What If the Fed Doesn’t Hike this Year
Tom welcomes investor Robert Sinn to the show. Robert attributes the recent sharp sell-off in the gold and mining sector primarily to a strengthening US dollar…
- The Competent Investor
Steve St. Angelo: Gold and Silver Prices Face More Volatility With a Looming Deflationary Crash
Steve St. Angelo, founder of the SRSRocco Report, discussed a wide range of fundamental factors impacting precious metals, energy, and the broader economy…
- The Competent Investor
Lobo Tiggre: Capitalizing On Opportunities in the Resource Sector: Finding the Undervalued Gems
Lobo Tiggre, author and founder of the Independent Speculator, joined your host Tom Bodrovics to discuss the complex interplay of geopolitics, monetary policy…
- The Competent Investor
Weekly Market Show with Vince Lanci for June 12, 2026
This is our first market recap show, with an all new format. We're still polishing and working out details and ideas. Please let us know what you think in the…
- The Competent Investor
Michael Green: The Resolution to America's Debt Problem| Restoring Balance With Bond Market Reforms
Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management, presents a contrarian view on bonds, arguing they are now an attractive…
- The Competent Investor
Craig Tindale: The Falling Dominos that are Leading to a Civilizational Reset
Craig Tindale argues that the current global instability stems from humanity's tendency to mistake its complex models for reality. He explains that systems…
- The Competent Investor
Michael Kao: Navigating the Tightrope Between Stagnation and Inflation
Michael Kao, a former hedge fund manager and commodities trader, joined host Tom Bodrovics to discuss his view that the economy is walking a tightrope between…
- The Competent Investor
Francis Hunt: Chaos In Currencies | The Canary in the Coal Mine for Bubbles About to Pop
Francis Hunt, founder of The Market Sniper, presents a technical analysis centered on South Korea as a potential early indicator of a coming AI bubble…
- The Competent Investor
Kevin Muir: Will the SpaceX IPO Mark the Top of Markets for Decades?
Kevin Muir expresses deep skepticism about the looming SpaceX IPO, suggesting its astronomical valuation could mark a peak in market enthusiasm, reminiscent of…
- The Competent Investor
Michael Pento: Bracing for the Fallout as the Credit Bubble Bursts and Asset Prices Plummet
Michael Pento, President of Pento Portfolio Strategies, identifies a dangerous "triumvirate of bubbles" in credit, real estate, and equities as the most…
- The Competent Investor
Doomberg: The Late Stages of U.S. Supremacy
Doomberg analyzes the accelerating convergence of global crises, framing the wars in Ukraine and the Middle East as battles within a broader World War III that…
- The Competent Investor
Tony Greer: Buying Opportunity | Gold & Gold Miners Are Dirt Cheap
Tony Greer, trader, editor of 'The Morning Navigator', and co-founder of 'The Macrodirt Podcast', joined Tom Bodrovics to share a trader’s perspective on…
- The Competent Investor
Chris MacIntosh: The Age of Consequences | Why No One Has Incentives to Stop This War
In this episode, Tom Bodrovics speaks with the always forthright hedge fund manager Chris MacIntosh about the current state of markets and society, which…
- The Competent Investor
Chris Vermeulen: The Hidden Signals That Could Predict the Next Market Crash
In this episode of The Competent Investor, Chris Vermeulen, founder of The Technical Traders, discusses the current market environment with your host Tom…
- The Competent Investor
Danielle DiMartino Booth: Warsh’s Fed Takeover | A Quiet Coup Brewing?
Tom Bodrovics welcomes back Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, for a discussion on the economic landscape and the…
- The Competent Investor
Josh Young: $200 Oil | Latest Iran Peace Deal Won’t Stop It
Tom welcomes Josh Young, CIO of Bison Interests, to discuss the potential for a prolonged and sticky energy shock stemming from the closure of the Strait of…
- The Competent Investor
Willem Middelkoop: Escape the Crash – Ride the Gold Supercycle
Willem Middelkoop, author of “The Big Reset” and founder of the Commodity Discovery Fund, discusses the geopolitical and economic impacts of recent conflicts…
- The Competent Investor
Martin Armstrong: How Debt Crisis Could Spark Further Global Chaos
Martin Armstrong, CEO & Chairman of Armstrong Economics, shares his insights on global politics, economic strategies, and the current geopolitical landscape…
- The Competent Investor
Steve Todoruk: Deglobalization is Creating the Next Mining Boom
Tom welcomes Steve Todoruk, a geoscientist and investment executive with Sprott Wealth Management, to discuss his extensive experience in the junior mining…
- The Competent Investor
Alasdair Macleod: Silver Shortage 🚨Alert🚨China’s Export Ban, Hoarding, is Squeezing Inventory
Your host Tom Bodrovics and Alasdair Macleod, Head of Research for GoldMoney and author of the Macleod Finance Substack, discuss the significant financial…
- The Competent Investor
Rory Johnston: 13 Million Barrels Per Day Missing, Why Aren’t Markets Reacting?
Tom Bodrovics welcomes Rory Johnston, a commodity market researcher specializing in oil and gas, to discuss the current state of the global energy market…
- The Competent Investor
London Paul: Energy Shocks, Silver Crisis, Food Shortages & Financial Collapse Ahead
Tom Bodrovics welcomes back London Paul, publisher of ‘The Sirius Report,’ together they delve into the complexities and implications of the ongoing war…
- The Competent Investor
Simon Hunt: This Peace Plan isn’t Acceptable to Trump and isn’t Durable
Tom welcomes back Simon Hunt to the the show. Simon is a consultant on the global economy, China, and the copper industry. He discusses the geopolitical…
- The Competent Investor
Jaime Carrasco: Gold Wins No Matter What in the Coming Monetary Reset
Tom Bodrovics welcomes back Jaime Carrasco, Senior Portfolio Manager and Senior Investment Advisor at Harbourfront Wealth Management, to discuss the…
- The Competent Investor
Rick Rule: What I’m Buying When Commodities Go On Sale
Tom Bodrovics welcomes Rick Rule to the show. Rick Rule is a legendary Investor, Speculator, Founder and CEO of Rule Investment Media. Rule discusses several…
- The Competent Investor
Chase Taylor: Policy Disasters and Miscalculations – The Options for Ending the War?
Chase Taylor, a Global Macro Strategist and Editor at Pinecone Macro, joined Tom Bodrovics to discuss the geopolitical implications of the ongoing war and its…
- The Competent Investor
Don Durrett: 2026 is the Last Year of American Greatness Which Brings a New Gold All-Time High
Tom Bodrovics welcomes back Don Durrett, author, investor, and founder of Goldstockdata.com, to discuss the current state of the metals and mining markets…
- The Competent Investor
Francis Hunt: Global Debt System is Crashing, Gold and Silver are the Only Assets to Own
Tom Bodrovics welcomes back ‘The Market Sniper’ otherwise known as Francis Hunt. Francis a renowned trader and analyst, delves into the current economic…
- The Competent Investor
Adrian Day: The Next Leg of the Gold Market Will be Explosive in the Miners
Adrian Day, CEO of Adrian Day Asset Management and Manager of EuroPacific Gold Fund, shares his insights on the mining industry and gold market during this…
- The Competent Investor
Lawrence Lepard: War Means Much Higher Inflation and $15,000 Gold
Tom Bodrovics welcomes Lawrence Lepard, Founder and Managing Partner of Equity Management Associates to the show. The discussion centers on the increasingly…