The Truth Behind My Bullish Stance by Jayant Bhandari

June 30, 2024 00:29:05
The Truth Behind My Bullish Stance by Jayant Bhandari
Natural Resource Stocks
The Truth Behind My Bullish Stance by Jayant Bhandari

Jun 30 2024 | 00:29:05

/

Show Notes

In this episode, Andrew discusses with Jayant Pandari the significant shifts in their Chinese investment portfolio, which has seen a tremendous rise of 50-70% in the past two months. They delve into the private sector's performance in China, contrasting it with state-owned enterprises. Jayant elaborates on the geopolitical backlash he faces for his views, particularly from woke communities and Indian diaspora in North America. They touch upon China's economic struggle, property market slump, and increasing demand for gold. Furthermore, they critically analyze East Asia's (China, Japan, and Korea) resilience, homogeneous culture, and law-based societies. The conversation also broaches topics on U.S. Army's current focus and potential for conflict between China and the U.S., with a cautious optimism towards East Asia's future. Join Andrew and Jayant as they unpack these complex and critical dynamics shaping the global investment landscape.

Other Episodes

Episode 0

November 09, 2025 00:18:25
Episode Cover

Inventus Mining Corp has near surface gold tight structure backed by Sprott and McEwen

Natural Resource Stocks host Steve Yang speaks with Wesley Whymark, President and Head of Exploration at Inventus Mining Corp., for an in-depth update on...

Listen

Episode 0

November 16, 2025 00:38:32
Episode Cover

Kirkland Lake Discoveries: Forty Thousand Hectares in One of Mining’s Best Camps

Kirkland Lake Discoveries (CVE: KLDC)Natural Resource Stocks host Steve Yang sits down with Stefan from Kirkland Lake Discoveries for a deep dive into one...

Listen

Episode

March 02, 2025 00:50:09
Episode Cover

Uncovering Economic Truths: Keith Weiner on Precious Metals & Tariffs

In this in-depth discussion, Keith Weiner dives into his analysis of the precious metals market, focusing on the forces driving gold and silver prices,...

Listen