Show Notes
Newmont is earning $11/share at 10x PE with 132% growth — half the S&P's multiple. Wall Street is asleep at the wheel.
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Newmont Mining just posted 132% earnings growth with five-to-one margins and a stock trading at 10x earnings — half the S&P multiple — and Wall Street barely noticed. Peter Schiff breaks down why gold miners are the most undervalued sector in the market and why he's been accumulating positions in companies like Newmont, Franco-Nevada, and Wheaton for over 20 years without selling a share.
The episode also covers Trump's Iran war pivoting from threatened annihilation to an economic blockade that's keeping oil above $94, the DOJ dropping its criminal investigation into Jerome Powell's Fed building remodel as an olive branch to clear the way for Kevin Warsh, Schiff's own six-year experience with leaked government investigations that were never officially closed, Michael Saylor's Strategy preferred stock as a self-described Ponzi scheme the SEC refuses to touch, and a new cottage industry of mass tort lawyers helping businesses claim tariff refunds — proof that Americans, not foreigners, paid every cent of those tariffs.
Chapters: 00:00 Cold Open Montage 00:57 Show Intro Puerto Rico 01:28 War Drags On Markets Shrug 04:27 Blockade Strait Oil Spike 08:18 Election Pressure Inflation Risks 13:22 Commercial AI Mastermind Ad 15:54 Post Office Hikes Inflation 16:41 Powell Probe Fed Incentives 22:31 Schiff Investigation Story 30:00 Commercial ExpressVPN Pitch 31:37 Gold Friday Market Wrap 34:35 Newmont Earnings Surge 36:52 Gold Miner Margins Explained 38:20 Buybacks and M&A Signals 39:27 West Red Lake Pullback 40:19 Buying Bad News Strategy 42:38 Position Sizing and Risk 45:04 Gold Fund and Active Picks 46:40 Bitcoin Yield Ponzi Rant 53:18 Tariff Refund Fallout 56:50 Debt Deficits and War 01:02:01 Wrap Up and Subscribe
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