Peter Grandich

Michael Gentile Latest Macro Outlook, Specific Holdings, Featuring McFarlane Lake Mining Limited

• Top takeaway The host argues McFarlane Lake went 'from the darkness of night to a new sun morning' once the debt overhang lifted, and says he cannot disagree with the CEO's five- or six-fold upside call.
• He marvels that quality junior stories still trade with gold around $4,000, and says generalists outside metals have told him they welcome the pullback as their chance to finally get involved.

Fixing a junior's balance sheet can trigger a rerating faster than drilling: clearing debt and pulling in warrants revived a stalled gold developer. Gold developers can trade at a quarter of peers per ounce in the ground once a debt overhang lifts, leaving a wide value gap. Michael Gentile argues gold producers still trade below 1x NAV while copper peers re-rated, so generalist money has yet to arrive in gold. Consistent, low-cost drilling across several juniors keeps adding ounces every few weeks before the market pays attention to the results. The strongest junior positions keep making new highs; add when the story still strengthens instead of selling success by reflex.

Pete Speaks 7/7/26 6:30AM ET

Peter Grandich shares his current views on broad financial market conditions and precious metals trends. Grandich provides observations intended to help investors navigate ongoing macroeconomic uncertainty and equity valuations. The commentary offers a contrarian perspective on market sentiment and potential positioning in resource and precious metal assets.

We Need New Tier-1 Copper Mines Every Year | Peter Grandich

• Top takeaway Grandich argues 6 to 11 new tier-1 copper mines must come online every year between now (as of June 2026) and 2050 just to cover expected demand growth, before counting any added demand from AI and electrification.
• He argues major mining companies will no longer go to about half the places they operated in 20 years ago, because the social, political and economic risk is too high.
• He points to Chile, which produces almost 25% of the world's copper, as squeezed by social and political issues, declining ore grades and rising energy costs.
• He expects more Chilean mines to start closing as grades fall and energy costs rise.

Meeting expected copper demand growth alone requires 6 to 11 new tier-1 copper mines (the largest, most economic deposits) every year through 2050. Demand from AI and electrification sits on top of that baseline, so true copper needs are even larger. The speaker argues major mining companies avoid half the places they went 20 years ago because social, political, and economic risk is too high. Chile produces almost 25% of the world's copper, yet rising energy costs and falling ore grades (metal content per tonne) point to more mine closures.

Gold Stock Sentiment Hit ZERO | Peter Grandich

• Top takeaway Grandich argues the pullback in gold stocks is merely a corrective consolidation phase after a multi-year rally, not a change in trend.
• He notes the bullish percentage of gold stocks hit zero — the lowest possible reading — in the days before this video, and says that alone is no reason to turn bearish.
• He points out gold stocks rallied several hundred percent over the last few years and over 100% last year, which he says made a consolidation phase necessary.
• He tells clients that the supply and demand deficit in critical minerals is unchanged, with all governments still rallying about securing them.

Bullish sentiment on gold stocks hit zero, the lowest reading possible, and even respected long-time market commentators have turned bearish. He argues gold stocks needed a corrective consolidation phase (a healthy pause after a big run) following gains of several hundred percent. He maintains a supply and demand deficit in critical minerals persists, and government concern has so far changed nothing.

Why I'm All In on Gold, Silver, & Miners | Peter Grandich

Peter Grandich argues that structural U.S. debt and persistent inflation create a multi-year tailwind for precious metals prices and the mining equities that produce them. Grandich sees silver as significantly undervalued relative to gold, suggesting the metal offers greater percentage upside potential as monetary demand accelerates globally. Grandich favors quality producing miners and royalty companies over early-stage exploration, warning investors that management credibility and jurisdiction are critical risk filters.

Gold & Silver Got Too Cheap... I'm Buying Hand Over Fist | Peter Grandich

• Top takeaway As of the late-June 2026 interview, the guest says he closed his stock-market shorts for a small gain and went "all in" on gold, silver and mining shares, adding his remaining position as gold fell into the $3,900-$4,000 area.
• He argues the correction was healthy after a roughly 250% run, and with gold-miner bullish sentiment at zero and the two main drivers intact (strong central-bank buying and rising debt levels), gold and silver are again attractive to accumulate aggressively.
• He concedes $3,500 gold is possible but says the risk/reward still favors buying, holding to his view that gold makes substantial new highs and that $10,000 is a distinct possibility over multiple years.
• On stocks he expects a drawn-out decline of 20-25% and up to 50% over two to four years rather than a 1987-style one-day crash, naming a flip of passive-fund inflows (about 60% of the market) to outflows as the pin that pops the bubble.
• He calls the rumor of a July 4 gold-revaluation or gold-backed-bonds announcement mostly hopeful thinking, notes the Fort Knox audit talk quietly faded, and says continued BRICS and China gold accumulation is the bigger story.

Peter Grandich says he is fully invested in gold, silver, and mining shares again, calling the correction an attractive accumulation point. Gold-miner bullish sentiment hit zero while central bank buying and rising debt stay intact, so he bets against the pessimism. He warns fading market leaders, an unwinding yen carry trade, and peaking passive-fund flows are classic preconditions for a long stock-market decline. Gold bought near $1,300 served as insurance that delivered crisis liquidity, he says, while revaluation talk without a Fort Knox audit is hopeful thinking. Long-term investors should weigh modest downside against multi-year upside toward $10,000 gold and ignore forecasters who perpetually tout higher prices.

America’s Worst Economic Era Is Just Beginning | Peter Grandich

• Top takeaway As of the June 2026 conversation, Grandich argues the US is only at the beginning of the worst economic, social, and political era in American history, and believes it must get much worse before any recovery, which he does not expect within his lifetime.
• Grandich, a Republican who voted for Trump three times, says he has made a 180-degree turn and is now deeply disappointed with the administration, citing the tariffs, the handling of the Iran conflict, and members of Congress including the president profiting from trades on inside information.
• He believes the stock market is the administration's last bastion of support, and argues that roughly 60% of stock market money now sits in passive funds plus algorithmic trading programs, which means when flows reverse the market will turn hard and fast and stay down longer than normal.
• On metals, he took chips off the table after gold topped $5,500 and silver passed $100 as sentiment went parabolic, then bought back in when bullish sentiment on gold stocks hit zero, viewing the pullback as a corrective consolidation before what he calls only the second leg of the metals story.
• He argues copper has no real above-ground excess supply anymore, saying the market needs six to eleven new Tier 1 copper mines per year through 2050 just to meet expected growth, while majors avoid risky jurisdictions like Chile where grades are falling and costs rising.

The guest argues the stock market has become the administration's last pillar of support, while the wider economy has not recovered as promised. Passive funds now hold 60% of stock market money, and he believes index flows plus algorithmic trading will make the next downturn fast and prolonged. He says gold and silver are in a healthy corrective consolidation, not a top, and the metals story is only entering its second leg. Copper may need six to 11 new Tier 1 mines (top-tier, large, low-cost operations) every year through 2050, while majors avoid risky jurisdictions. He advises betting against parabolic moves and buying when nobody wants an asset, treating the recent sentiment collapse as a buying signal.

Pete Speaks 6/18/26 8:15AM ET

Peter Grandich shares his latest financial market observations, offering commentary on current conditions across asset classes. The video is part of a recurring series in which Grandich provides his perspective on macroeconomic trends and resource sector dynamics. Without a transcript, specific investment takeaways, named companies, and commodity calls cannot be verified from the title and description alone.

Special Message From Peter Grandich 6/13/26

Peter Grandich signals a major shift in his investing and business approach, directing followers to a detailed blog post outlining his new strategy. Grandich frames this announcement as a pivotal personal and professional turning point, suggesting significant changes to his portfolio management. Investors should review the linked blog post for specific details on which sectors or positions Grandich plans to adjust going forward.

Group Eleven Resources CEO Bart Jaworski Discusses Today's Drill Results

Group Eleven Resources CEO Bart Jaworski walks through the latest drill results and explains what the intercepts mean for the project's geology and scale. The discussion covers assay grades, mineralization continuity, and how the new data fits into the broader resource model at the company's flagship zinc-lead property in Ireland. Jaworski outlines the planned next steps for the drill program and what investors should watch for in upcoming results.

Peter Grandich Gold, Silver & Copper Updates

Grandich argues the metals market has largely bottomed, with most of the washout already priced in unless a broader market crash occurs. Copper remains his strongest long-term conviction due to structural supply deficits, while silver may outperform gold in the near term on industrial demand. Central bank buying, Asian physical demand, and potential gold-backed Treasury discussions could all support higher gold prices over time.

Social Security Won’t Be Enough

Peter Grandich warns that Social Security will become an unreliable income source as the system faces pressure to raise eligibility ages and reduce benefits. A significant concern is that many current retirees already depend on Social Security as their primary income, leaving them vulnerable to systemic changes. Grandich argues investors should build personal retirement savings and consider alternative assets rather than relying on government programs.

Pete Speaks 6/5/26 3:30PM ET

Peter Grandich shares his personal market observations and portfolio actions, providing a real-time look at how one veteran is navigating current conditions. The update focuses on broad financial market trends rather than specific mining equities, offering macro context for resource investors. Grandich draws on decades of experience to explain his cautious stance and the specific moves he is making with his own capital.

Warning: Peter Grandich Explains His Massive Short Position

Peter Grandich argues current market conditions are more dangerous than the 1987, 2000, and 2008 crashes, citing passive investing and U.S. debt as primary catalysts for his largest short position in years. Grandich remains bullish on gold, silver, copper, and uranium, suggesting silver could outperform gold due to tightening physical supply and persistent industrial demand. A growing retirement crisis fueled by Social Security pressures and rising living costs will force many Americans into a significantly different financial reality than previous generations experienced.

Pete Speaks 6/1/26 6:30AM ET

Peter Grandich shares his latest financial markets observations, providing investors with a macroeconomic perspective on current conditions. The video offers strategic insights into market trends, helping investors navigate potential risks and identify emerging opportunities. Viewers gain valuable commentary on asset allocation and portfolio positioning during uncertain economic times.

"Top Of All Tops" - Grandich SHORTING The Stock Market

Peter Grandich has taken short positions in the stock market for the first time since 2008, citing an extreme bubble and weak underlying economic reality. Passive investing, ETFs, and algorithmic trading have created a speculative casino-like environment where momentum overrides traditional market fundamentals. Precious metals maintain a stronger long-term position relative to equities, with expectations of a major market correction and prolonged bear market.

Michael Gentile Mining Mogul, Family Man, Man of Faith

Peter Grandich publicly thanks Michael Gentile for his participation in a recent mining investment webinar. Michael Gentile is recognized as a significant figure in the mining sector, often known for major strategic investments. The video highlights personal dimensions of Gentile, portraying him as a dedicated family man and person of faith.

Michael Gentile - Tether Transforms Gold The Future of Currency and Investment

Michael Gentile and Peter Grandich discuss Tether's strategic move to back its stablecoin with physical gold, potentially transforming the currency landscape. The webinar explores how gold-backed digital currencies could create new investment demand and impact the broader precious metals mining sector. Investment implications are analyzed for gold investors as institutional adoption of gold-backed crypto assets signals a fundamental shift in monetary policy.

Pete Speaks May 15, 2026 7:30AM ET

Peter Grandich provides updated financial market observations and macroeconomic commentary for investors. Explores whether May 14, 2026, marks a significant turning point or bell-ringer event for global markets. Likely covers safe-haven asset strategies, precious metals allocation, and broader economic risks.

Pete Speaks 5/10/2026 4PM ET

Peter Grandich shares his latest market commentary and investment perspectives on precious metals and mining sectors. Special podcast link provided suggests an in-depth discussion on current macroeconomic trends affecting resource investors. Listeners can expect Grandich's traditional focus on gold, silver, and overall financial market outlook strategies.