The Fed Is Forced By Math — And Commodities React

Natural Resource Stocks

Feb 15 2026 | 00:35:53

00:00 / 00:35:53

Show Notes

Recorded on February 10, 2026 Trader Ferg returns with Andy Millette to map the commodity tape the way a real trader does: through physical flow, incentives, and where price discovery is actually happening. They dig into why central banks are “forced by the math,” why volatility and paper smashes can mislead, and why the premium in physical metals is the tell. The conversation runs through China’s delivery-first approach to commodities and why gold can function as settlement collateral in a shifting global trade system. From precious metals to base metals positioning (including tin and copper), the discussion stays grounded in…

Other Episodes

Episode

June 10, 2024 • 00:27:06

World Class Discovery: First Nordic Metals has a World Class Gold Asset

Join Andy as he sits down with Taj Singh and Adam Cegielski from First Nordic Metals to discuss the company's vision and plans. Following...

Episode

March 02, 2025 • 00:23:23

Callinex Mines Strikes New Zinc Mineralization & Expands Pine Bay Camp

In this episode, Max Porterfield from Callinex Mining discusses their recent exploration results, highlighting significant zinc mineralization in the newly acquired Pine Bay Camp...

Episode

January 26, 2025 • 00:49:53

The Gold Rush Reloaded: Trends and Insights with Clive Thompson

In this episode, we explore the growing trend of central banks, particularly China, increasing their gold reserves. The discussion highlights how China’s recent purchases...