『Competent Man Podcast』のカバーアート

Competent Man Podcast

Competent Man Podcast

著者： Tom Bodrovics
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 This isn’t just another podcast—it’s a movement for thinkers, doers, and anyone ready to step up and become the best version of themselves, one skill at a time. Bringing you a wide range of content so come with an open mind and a sense of adventure!All content is owned and copyright by Tom Bodrovics, All Rights Reserved. マネジメント・リーダーシップ リーダーシップ 個人的成功 経済学 自己啓発
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  • Jaime Carrasco: Monetary Insurance Premiums are Exploding as Risk Grows

    Jaime Carrasco: Monetary Insurance Premiums are Exploding as Risk Grows
    2025/12/23
    In the podcast, Jaime Carrasco, a senior portfolio manager and senior investment advisor at Harbourfront Wealth Management, discusses the significant themes and market dynamics of 2025 with host Tom Bodrovics. Carrasco highlights the remarkable performance of gold and silver, which hit new all-time highs by December 22, 2025. He attributes this to the end of the petrodollar system and a massive power shift from credit to hard assets, with gold leading this transition. Carrasco emphasizes that the easy money made in the past three years of building positions is over, and the focus should now be on the next leg up for precious metals. Carrasco identifies several key indicators supporting this shift, including the unwinding of the Japanese carry trade, rising long-term interest rates, and geopolitical tensions. He argues that central banks are losing control and will resort to printing money, which will drive up the price of gold. Carrasco also notes that the value of fiat currencies is declining, making gold and silver more attractive as hedges against government policies and currency devaluation. The discussion touches on the importance of understanding the credit cycle and the role of gold as a hedge against bad government policies. Carrasco mentions that central banks are increasingly positioning themselves in gold, surpassing US treasuries in gold reserves. He predicts that the transition from credit to hard assets will continue, with gold and silver acting as lifeboats in a drowning monetary system. Carrasco also discusses the performance of his conservative portfolio, which beat the benchmark by over 40% in 2025. He attributes this to the strengthening of positions in precious metals and the revaluation of fiat currencies against gold. He advises investors to focus on allocation rather than price, suggesting that a 30% allocation to precious metals is a good starting point. The conversation also covers the role of silver, which Carrasco sees as having more room to grow due to a structural deficit in production. He highlights the importance of stock selection and the potential for significant gains in silver producers. Carrasco also touches on the energy sector, noting that while oil is necessary, the energy complex is changing, and nuclear power may play a bigger role in the future. In conclusion, Carrasco advises investors to position themselves for the coming chaos by focusing on gold and silver as monetary insurance. He believes that the current environment presents an opportunity for significant gains in precious metals and that investors should start building their allocations now.
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    1 時間 2 分
  • Lobo Tiggre: He Who Wins this Race Wins the World

    Lobo Tiggre: He Who Wins this Race Wins the World
    2025/12/22
    In a recent podcast, Tom Bodrovics interviewed Lobo Tiggre, author and founder of the Independent Speculator, to reflect on the year's investment landscape and look ahead to 2026. Tiggre, known for his cautious approach to predictions, highlighted that he avoids the "prediction racket" and instead focuses on strategic speculation. He noted that while he didn't make money on certain metals like rare earths, antimony, or gallium, he successfully capitalized on copper, gold, silver, and uranium. Tiggre emphasized that his approach is about "hits and misses" rather than precise predictions, and he remains bullish on copper for 2026 due to structural imbalances and strong demand drivers, particularly from electric vehicles and AI infrastructure. Tiggre also discussed the risks associated with gold and silver, suggesting that while these metals have potential for significant gains, they also carry higher risk, especially if the market enters a consolidation phase. He cautioned against chasing all-time highs and advised taking profits to secure gains. Reflecting on the 2011 peak in gold and silver, Tiggre underscored the importance of learning from past market cycles and maintaining a disciplined approach to investing. He also touched on the potential impact of a dramatic fall in the gold-to-silver ratio, suggesting it could signal the end of the bull market, but he believes current supply constraints in silver are temporary. The conversation also delved into the broader economic context, with Tiggre discussing the influence of fiscal dominance and the Fed's policies on commodity markets. He expressed optimism about the long-term prospects for metals like gold and silver, citing the ongoing debasement of fiat currencies. Tiggre also shared his thoughts on the AI bubble, acknowledging the potential for a short-term market correction but viewing it as a buying opportunity for real assets like metals. Looking ahead to 2026, Tiggre is hopeful that the market will move towards a more rational allocation of capital, particularly in the AI sector, which he sees as bullish for his favorite commodities.
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    1 時間 2 分
  • Jim Rogers: Lessons from a Life of Adventure, Investment, and Exploration

    Jim Rogers: Lessons from a Life of Adventure, Investment, and Exploration
    2025/12/18
    Jim Rogers, a renowned investor, author, and world traveler, shares his insights and experiences during a podcast interview. Rogers, known for his adventurous spirit, discussed his record-breaking journeys across the globe by motorcycle and car, highlighting the unique perspectives and economic lessons he gained from these experiences. He emphasized that traveling by motorcycle offers a more immersive and meditative experience, allowing him to be fully present in the environment, while traveling by car provides practical advantages such as the ability to rest and plan. Rogers' travels, which began after his early retirement at 37, provided him with valuable insights into global economics and cultures. He noted that governments often make mistakes in controlling supply and price of commodities and that personal responsibility and market feedback are crucial for investors. Rogers' observations in countries like China and Russia underscored the differences between capitalism and oppressive systems, with capitalism generally leading to greater success and opportunities. Throughout his journeys, Rogers learned that change and adaptability are key to successful investing. He advised investors to look for countries that are cheap and changing for the better, as these often present the best opportunities. Rogers also stressed the importance of infrastructure in driving economic growth and opportunities. He recounted his experiences in Japan during the stock market bubble, noting that people's attitudes and beliefs about prosperity can significantly impact their perception of risk and opportunity. Rogers emphasized the value of discipline, hard work, and preparation in achieving success. He shared that his upbringing in a poor environment taught him the importance of diligence and focus. Reflecting on his life, Rogers advised listeners to chase their dreams and not be afraid of failure, as the regret of not trying can be more profound than the failure itself. He closed the conversation by encouraging everyone to pursue their dreams, as it is the only way to truly know if they can be achieved.
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    36 分
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