Joe Mazumdar: Gold’s Next Leg—Rates, Central Banks & Stocks

October 26, 2025 00:41:37
Joe Mazumdar: Gold’s Next Leg—Rates, Central Banks & Stocks
Natural Resource Stocks
Joe Mazumdar: Gold’s Next Leg—Rates, Central Banks & Stocks

Oct 26 2025 | 00:41:37

/

Show Notes

In this episode, Steve Yang sits down with Joe Mazumdar, editor of Exploration Insights, a geologist and widely followed analyst who helps serious investors “turn rock into money.” Joe explains why the direction of U.S. real rates — not just their level — pulls gold up or down, how central-bank diversification underpins the metal, why that demand doesn’t automatically flow into equities, and what it means for producers, royalty companies, and juniors. He also shares on-the-ground sentiment from conferences and site visits, plus where he’s looking in silver, copper, rare earths, and more. Key Topics: Rate direction vs gold ·…

Other Episodes

Episode 0

June 01, 2025 00:18:18
Episode Cover

Sonoro Gold Navigating Mexico’s Shifting Political Landscape & Investment Prospects

In this episode, we explore the significant changes in Mexico’s political landscape and its impact on the mining community. With Claudia Scheinbaum’s inauguration as...

Listen

Episode

January 18, 2026 00:51:54
Episode Cover

The Taiwan Blockade Scenario: How One Strait Could Freeze Global Trade and Shock Markets

Recorded on January 12, 2026. In this #Millettian guest interview, Steve Yang sits down with Laurent Lequeu, co-founder of The Macro Butler, to unpack...

Listen

Episode

May 25, 2025 01:22:57
Episode Cover

Understanding Tariffs, Gold, and Global Economy with Tom Luongo

Join host Andy as he sits down with Tom Luongo in this in-depth discussion that dives into the intricate world of modern economics. The...

Listen