Metals and Miners
Discussion was predominantly constructive on metals, miners and hard assets, with guests linking demand to scarcity, AI infrastructure, national security and potential monetary easing 7910. Several speakers also anticipated serious macro stress, including rising long-end yields, deflationary risks, debt problems and eventual central-bank intervention 51112. Company selection remained an important caveat, with Bob Iaccino preferring diversified miner exposure because he does not understand individual miners’ business risks 12.
Where the voices land
Nobody took a position in september 2026.
Mentions
12 in September 2026Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Gary Bohm 11 mentions
- Peter Schiff 1 mention
- Tracy Shuchart (𝒞𝒽𝒾 ) 1 mention
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