Here to discuss geopolitics, the current state of the natural resource space, and buying opportunities for your portfolio is Jayant Bhandari, the founder of Capitalism and Morality, and a highly sought out advisor to institutional investors.
• Jayant Bhandari discusses geopolitics, natural resource space, and buying opportunities for portfolios.
• Western media and economists have become negative about China, and Chinese themselves are also negative.
• Jayant Bhandari is currently in China and observes a disconnect between Western perceptions and reality.
• He expresses hope for Trump’s return to power, but acknowledges potential societal divisions.
• Jayant Bhandari supports Trump and hopes for his victory in the election.
We will discuss a geopolitics, Pax Americana, coal, uranium, China, resource stocks, Argentina, President Javier Milei, Chile, Farmers Protest, President Trump’s and Biden, Canadian Gold Stocks, Gold, arbitrage opportunities, buy opportunities, philosophy, Rick Rule, Adrian Day, Jeff Diest, Jay Martin, Maxime Brunerie, and much, much more!
Visit: https://jayantbhandari.com/
Timestamp/Chapters:
15:00 What is the catalyst for resources stocks to surge?
15:28 What is Jayant sharing with his clients
25:58 Philosophy
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[Music] here to discuss geopolitics the current state of the natural resource space and buying opportunities for your portfolio is Jayant Bhandari. Mr Bhandari it’s great to have you back on the show thanks sir very much for having me back Maurice. All right sir we have a lot of
Ground to cover today I would like to begin our discussion today with geopolitics. On behalf of our subscribers we appreciate your insights because you travel the world extensively and provide our subscribers with the news before it hits the mainstream news, Aside from Ukraine and
Israel what has your attention at the moment and why? One interesting thing Maurice is that the Western media the Western economists the Western International organizations have become extremely negative about China Chinese themselves have become very negative about China um and I
Am currently in China I’ve been here for the last one week and I don’t I don’t U see seem to get to the same conclusion I think there are short-term hiccups in China but China is a very
Uh solid country and it will after a couple of hiccups that it will go through it will continue to grow and improve so that is one thing I see about China I also see uh that Latin America is
Becoming increasingly chaotic you have um a a chaos in Ecuador um you have um more problems in Colombia so um you know and I was talking with a Mexican friend recently and he was telling me
That there are areas that he can no longer go to because of um the mafia controlling those areas so um the the third world is becoming extremely chaotic of Mostly because America is no longer able to play the job of PX Americana America is becoming increasingly weak in terms of its
Influence around the world I definitely want to get to that but I want to go back to Latin America I want to go to Argentina give us your thoughts on the new president there well I find him extremely
Impressive I was very cynical about the whole thing and I thought that this was he would he would be unable to achieve anything but he has done well so far um and I’m very very pleased with
That uh I hope he continues to stay in his job and I hope the people people of Argentina continue to site him at least for a while um you can be reasonably assured that they won’t S with him
In the long term because the reason he was elected was not because of his values and I completely my values are aligned with his values and I think he’s he has the right way of thinking but the
Reason he was elected to his job was not because of his values but because from what I understand uh argentinians just got tired of everyone else so he was was the left out candidate the reason why he won uh and U my fear is that the moment argentinians is start feeling comfortable with
Uh the status quo they will start craving for a welfare socialist liberal system again so that is my fear that has been the history of Argentina for the last century or so and uh it is not unlikely
That it will go back to the Socialist mode once it has improved moved a bit institutionally because of the current president when you look at the rest of Latin America what is the probability that a leader in those countries you just referenced where they could have a Libertarian leader come in
Uh zero probability Maurice um you I think Chile was um lucky that it got Pinos for a while uh Pinos put it on Chile on track to become a proper capitalist country um and Pinos was able to remove
The Marx Marxist elements now I fully understand that Pinos was a probably U you know did a lot of bad things uh but uh in life you have to compare what other Alternatives you have and given the
Alternatives Chile had a Pinos was clearly a much better option from what I understand uh but those days are gone I was for a long term in Chile uh just over a year back and I was for a long
Time in Argentina um just over a year back chin looks like a burnt down country because uh the Socialist elements in Chile have surfaced and there is nothing to Su it remember America is no longer there to stop walk or leftist elements from taking over powers in these countries so the
Reason Pinos was able to take over was because he had the backing of the US that backing isn’t there in fact the US is now Pro walk and pro- leftist U country itself so Argentina is the only country
Which had a hope of becoming uh a Libertarian place and in fact if you you know if you ignore all the monetary economics number about inflation and about the currency devaluation of Argentina Argentina and Uruguay have consistently stayed among the best two places in Latin America even
In the past and in the going forward they will continue to be better but apart from a Argentina you should forget that there’s any hope at all in any way whatsoever for a person like mle to come into power because those countries are extremely leftist and extremely woke countries that really
Lack attraction uh of ideas now most of these all these countries are Christian countries so a Christian person sitting in Europe or North America would expect Latin America American countries to be more capitalistic because capitalism is more aligned with Christianity uh
But that isn’t true capitalist Christianity is has been adjusted in Latin America to suit the Socialist purposes it has gone what you might call Pagan or Voodoo in most of Latin America so in conclusion um Maurice apart from Argentina there’s absolutely no hope and in fact I’m skeptical even
Of Argentina is staying on course for too long under the current libertarian regime and I’m a Libertarian I love his M policies but I seriously doubt he can continue to make uh long-term changes in the country leaving Latin America let’s go to Europe there’s some protests going on with Farmers
What are your thoughts on that and could that contagion spread throughout the globe um well you see there are protests happening foros protests are currently happening in India as well they are the government the federal government is setting up nails and concrete blocks on the highway to
Stop Farmers from approaching the capital city so there have been protests by farmers and you know protests were actually uh happening quite a bit before Co hit us and sometimes I think that governments around the world wanted to impose covid partly because they wanted to stop all these
Insurrections that were starting to happen and all these uh anti-climate protest that were happening the fers protests that that were happening so if you go back to those 2019 and early 2020 a lot of protests were happening around the world and um the the reality is that protests will happen
Around the world um because we have democratic governments and we have made people a large a very large section of the society very entitled they think they have the right to the wallets of other people’s uh wallets and uh because of how they think and because they think they have the
Right to control lives of other people and because they have become hardwired because uh Europe and North America have become largely de christianized the moral fabric has gone away uh they have no shame or guilt associated with asking for money from other people as a right
Um and unfortunately that means that protests will actually happen um more and more as we move forward into the future for those of us in the United States that do not travel abroad what is the consensus about the United States when you travel uh well everyone wants to be living in the
United States it is um always U seen as the best country and the wealthiest country a country that offers you opportunities and I’m fully enlighted with that idea United States continues to be um among the very best countries on the planet it gives the it gives you Liberty it gives you
Opportunity it gives you uh freedom of expression it gives you so many Liberties that I can’t think any other country has um so America holds a huge amount of Attraction for a lot of people
And they want to move and you can see the result of that at the southern border literally tens of thousands hundreds of thousands of millions of people are trying to move into the United States now realizing that you and I are both are Libertarians does the world want Trump or Biden um
Well I certainly want Biden given that there’s no other choice um he is far superior than Biden uh Biden will destroy America in another four years time if he returns back to Power or any other Democratic president who returns comes to power in the US will destroy the US uh you know Biden
Has brought in millions of new illegal migrants into the United States and in my view it doesn’t really matter whether whether they are legal or illegal you’re destroying a society by bringing in cultures that are completely alien to the American idea um so um Biden will destroy the US um and I
Hope Trump returns to power and my my thinking is that Trump will likely return to power but even if he returns to power a large section of the society will ref refused to accept him as the president
And unfortunately the problem is that uh a vast chunk of the society had has been hardwired into expecting its entitlements as a fundamental right as if it’s a perament of as if it’s a part of the
Unival firmament um and that is not going to work well for the United States in the medium or long term now I think you initially said Biden but I think you meant Trump am I correct on that that
You would vote for Trump oh absolutely sorry if I if I said things wrong I really hope Trump wins the elections because that’s our only hope and despite that I think there will be conflicts in the country because the leftist and the welfare uh expecting people will not want to accept Trump as
Their president Now ladies and gentlemen if you’re enjoying Today’s Show we ask that you please give us a thumbs up and leave a comment below the video Switching gears let’s discuss some natur the
Natural Resort space I should say giant I think we all enjoy a sale but we all enjoy a profit even more now throughout your investment career have you ever experienced such a disconnect between the metal prices and the corresponding ultr low Equity prices um well yes and no worries um I have
Um always been very critical about let’s say 80 to 90% of companies in the junior mining sector they H they are um the they they aren’t really there to create value they are there to uh fill
The pockets of the CEOs and other people in the management U those companies have been uh a big problem for the sector they have used up capital and they have they have confused the investing uh public um but there are let’s say 5 or 10% of the companies which are good companies run
By good managements and because they have fallen with the bad companies these good companies are extremely cheap and I think that is those are the companies that you’re talking about and from the perspective of those companies there’s indeed a huge disconnect between uh what they have and the
Market capitalizations of those companies um they should go up 100 200 300% but you have to focus you have to be very selective you have to look at only those 5 or 10% of the companies in the sector
Now which precious metal has your attention at the moment and why um gold certainly continues to be a a very well priced precious metal in my view in fact it’s the only metal that I can consider to
Be precious metal um gold hasn’t done what what it should have done uh you know the the the the real interest rate will continue to be negative um and U even you know once they start adjusting the
Interest rate nominal interest rate in in a month or so uh gold will pick up and gold has to pick up because uh that is one of the it has qualities that virtually nothing else has and because people
Will be looking at it at one point of time when the chaos really becomes felt and visible by these people uh then gold price I think will start to perform very well now you referen gold but
Not silver just curious what is it about silver that you don’t like uh the well it’s not that I don’t like silver it’s um it’s it’s the fact that silver has um a lot of industrial usages um and um
The the trying to understand where the pricing of silver stands because of the industrial usages is art for me it’s just my lack of competence in that area um remember I mean if silver price goes up uh
Some of the pro Industrial Products that it goes into might become a products that uh get sub that substitute silver for something else so because I don’t understand the Dynamics very well I abstain
From looking at Silver as a as a precious metal uh and that’s why I prefer not to speculate on it but at the same time silver has historically been used as as a precious metal and if gold
Price goes goes up silver has a tendency to go up because people is start substituting silver as a precious metal in place of gold what will be the Catalyst to get Capital to flow back into
The space um I think what I I’m not very sure of this Maurice to be honest but I think once the nominalist rate interest rates by the US is start fed start getting cut it should immediately start
Reflecting into increases in price of gold and a very very significant increase in price of some of the junior mining companies now as an advisor to institutional investors where are you advising your clients to speculate and why uh we we look at companies across the commodity Spectrum uh
We look at Copper gold coal um I have followed a lot of coal companies and we have done extremely well with those whole companies we talked about it Maurice in maybe you and I talked about it about a
Year back most of gold those gold stocks have given us 20 25% return over the last one year and I think I think they will continue to give us a similar return going uh going forward so
Coal companies are you know we look at the whole sector which where we can uh really understand the valuation of those companies and projects we don’t invest in companies and projects based on what is in the names of those companies or what the management um might might um want us
To think about imagine they have we want to have some concrete evidence on what might have and then we want to see whether what we see as the value of those companies matches uh is is much higher
Than the market capitalization of those companies and that’s what we look for yeah one of those coal companies that you referenced in our interview back in May if I’m not mistaken was P Body Energy are you still excited about that proposition U well U so I haven’t looked at p p Body Energy
Recently I think I eventually I sold it because uh some of the OC companies um it started attracting my eyes a lot more than American um uh coil companies and one of the reason is that one of my
Uh institutional client is not based in the US and the US imposes a massive amount of tax on dividend payments uh that come from American companies so uh we decided to uh not follow it that closely uh
But the Australian whole companies um are continue to be the ones that we like you that doesn’t mean it says anything negative about B Body Energy I think it’s a the valuations are great and uh
I I probably should look at it again very soon and uh in the next conversation I will update you on it well thank you sir looking forward to that now uranium is on everyone’s watch list do you like the investment proposition um well um mace I never chase um any commodity U and
I think uranium in my view is overpriced uh for the simple reason that the long-term prices are the the contract prices are lower much lower than the spot prices and a lot of ETFs have taken away
Uh uranium as a commodity from the market which has which has very likely added to a short-term speculation in uranium as a commodity which has led to a massive increase in share prices of uranium companies so I’m very afraid of uranium uh companies and uranium U these days um um despite
The fact that usually I I use I don’t speculate in Commodities that said I’m actually ironically very well placed in uranium and if you want people could talk about it certainly sir if you have any
Names that you want to share with our audience members they’ll be more so so yeah so this is one company that I don’t um don’t uh understand very well but they have have uh they are doing uh they are merging in a three company merger that is currently happening it’s an australian-based
Company called 92 energy um they have a big um uh uranium project they have several uranium projects in Canada and the and the thre party merger uh is going to happen in such a way that this Australian
Company 92 energy will cease to exist uh in Australia it will be trading only in Canada that’s what I understand so far which means that there’s a lot of fear among the Australian shareholders because they think erroneously I must say that their shares will get uh you know untradeable
After the buger is over so they have been selling and I have and I have played this Arbitrage game in the past particularly when it comes to two jur to two jurisdictions in which one jurisdiction one
Jurisdiction will no longer be the exchange where the company will be trading at uh that means that 992 energy based on what it is going to be apped at is trading at a 35% Arbitrage difference so you
Can make about 30 to 35% Arbitrage money waiting for the merger to happen which should happen sometime next month um particularly if you are positioned or if you understand that you will be able to sell your Canadian shares once the merger is over so look at to energy it’s trading at about
51 cents and the this will be among the one of the larger uranium exploration projects um and uh the merged entity will have raised I think about 20 25 million Canadian dollars over the last one
Or two months so it is based on that financing price that I’m telling you that you have a 30% Arbitrage upside plus any benefit you might get from a uranium Hyster area what I would say coming
Into play in this merger yeah GI I’m I’m smiling as you’re saying this because I’m remembering a conversation you and I had I believe it was 2016 and what’s ironic about that conversation is that I interviewed you the while the Super Bowl was being conducted and I’m doing that right now
And I believe it was is it Sunridge gold that we that you sunri so ladies and gentlemen listen to this man because eight years ago you shared with us Sun Ridge gold was going through this same uh
A similar situation they were actually delisting and that was in February then May 19th hits and we had a six over a 600% return on our investment so listen to Mr bondari well and Maurice a very
Interesting thing was and I’m sure I don’t if you remember that I was driving from New York to Philadelphia and the warrants of uh Sandridge were for whatever reason is still sorry the the Sunridge was still is still trading on the OTC market uh at one point point of time and I was
Driving and you called me up and said what is happening with the these shares and I pulled over and I looked at the numbers and we made actually a lot more money in those OTC shares because those
Were trading as if the cash had already been paid So within a week’s time uh I guess we made five or 10 times our money on the new money invested in those OTC listed um um shares so yeah there’s
A lot of Market discrepancy that can creep up and that is almost certainly the case with 92 energy now again I must say Maurice that I don’t know the management I don’t really I I don’t know
Any of them uh but from whatever I have seen I feel reasonably sure that at 50 cents Australian I’m well supported uh in terms of U making U uh perhaps 30% but at least not making a loss on what
I will have invested that and again I just want to go back to summary’s Gold here a similar again another correlation here we didn’t expect this return what we you shared with us I recall now
The stock was at 28 cents and they were going to delist at 34 cents and then then May 19th happened and it dropped down to a penny I recall that now so the markets do not function rationally and as
You just shared uh the particularly in in liquid markets particularly in in liquid markets like Junior mining sector yes so you have the situation now with the Australian shareholders they could be overreacting and you could have another situation as we experienced there with sunr gold by chance
Thank you for sharing that Arbitrage opportunity are there any more opportunities and or stocks that you’d like to share with us sir um well we can talk about a couple of companies one is Aztec minerals U I am quite a big shareholder of that company um I quite like the management I like
Both the properties they have and they are a the Simon who is the CEO is a go-getter he he raises money he goes goes in right away to start drilling the projects so I quite like that company I think
It’s a worth looking at given everything is U you know under strain these days I would get give a stink bits for a company like this U I think O3 mining is still well priced it’s trading at not
Very um it’s actually trading lower than what they recently did financing at uh um I participated in that that financing Irving resources in Japan just did a joint venture or sorry they they agreed on
A joint venture with new M and sumido they will formally get into it in about a month’s time uh that is very interesting Irving resources has a project in Japan uh uh it can go down to zero of course because it’s an exploration company very early stage exploration companies but they have
A very very exciting project am Magano project in kushima area in the southern part of Japan and I I’ve been there uh several times to Japan looking at projects ofing resources you know last time we
Spoke you covered gold 79 mines uh any update on that one sir well um you know again it’s a company I like quite a quite a bit I I like the CEO of the company uh I I think the the the project
They have in uh the project they have is is very exciting it’s hardly trading at anything I think the company’s market cap is at 2 cent it’s trading at a couple of million dollars with a management
That is actually very well established in raising money when it has to so I think it it should do very well at 2 cents I can’t see myself making a loss I actually own a a large chunk of gold 79 and
Full disclosure I’m a shareholder and and gold 79 mines is a sponsor of proven improbable and they’re located in the Walker Lane 3 projects there uh take a look at their website gold 79 mines now sir before we close all of the affir mention or connected in one way or another to
A subject that’s your life’s passion and that is philosophy for someone new to work how does philosophy apply to our discussion today um well it Maurice it helps me understand the world um better it gives me a crispier understanding of what should H what might happen with the
World as time passes um and that helps underpin my understanding that a West is actually on a part to Decay because they have institutionally continued to arm themselves up largely through uh immigration of people who don’t fit in well uh by the fact that the third world countries because
Of they are no longer run by colonizers their institutions have continued to Decay very rapidly and because pakarana is going away uh third world countries will deteriorate and fall apart across the board Latin America Africa Indian subcontinent they will just dissolve into tribal units and have
A horrible future as I said Maurice I’m current in China for about two weeks uh partly to celebrate uh the Chinese New Year with some friends but also look at some investment opportunities there are huge economic problems here not the problems that I see with my eyes but problems that I understand
From talking with the people here uh you know buildings and apartments here are completely empty uh and they will way remain empty um so China has a Cris has a few hums to go through
Uh but I think China will emerge well from that so I’m I continue to be very optimistic about the future of East Asia because they are doing a lot of things right that others aren’t now speaking of philosophy Mr mandari you’re the founder of the philosophical seminar capitalism immorality
Which focuses on reason argumentation and liberty for someone new to capitalism immorality please introduce the seminar and some of this year’s speakers um so the next seminar will be on the 1st of January when this year in the downtown campus of Simon Fraser University in Vancouver Canada
Um and I have run this seminar for the last 14 years um um I enjoy it Maurice I bring in people to talk about issues that other people other uh organizations don’t talk about because they might be politically very incorrect um I think it’s free speech is extremely important bringing in
Western philosophy is extremely important because there’s something very very unique about uh the Western society that continues to be very unique um you know I was talking with a couple of Chinese friends yesterday uh who have uh taken on a reading the Bible on a regular basis and going to
The church and U you know the people talking about the concept of of Truth the concept of Truth is so alien to uh people who are and who did not grow up in the western ecology um and even the people
Who grew up uh as uh immigrants or people who not believing in um certain mainstream uh values of the western Society don’t really fully understand it that truth is uh such a key aspect of the western um philosophy people in the west Americans Germans English are so focused on the search for
Truth and they are unhinged to any tribal idea when it comes to searching for the truth whereas most of the rest of the world is hinged to their tribal ideas their religion their nationalism or
Whatever um so um I want to um bring people to my seminar and talk about truth and Discovery um talk about the greatness of Western Civilization the classical red Western Civilization well as a Christian I’m elated to hear that those individuals are going to church amen all right
Now the registration is not up yet is that correct for for the seminar but I do also want that’s if I can correct one thing yeah that is John if I may I think you stated the 1st of January I think you
Meant the 1 of is it the 1 of June oh God I it is first of June Maurice and sorry my apologies my mind is probably not working very well today I yes it’s on the 1st of June in regard yeah and the and
The registration registration is not yet open but I will open it within the next uh uh three weeks and ladies and gentlemen we encourage you to visit Mr mandor’s website take a look at the past uh seminars you will be delighted you’re in for an intellectual treat I assure you I put my
Name on it giant give us the website please um it’s Giant bandi.com and there’s a tab called capitalist and morality you can watch all the past videos for free on the website and there’s also a registration page for the for this year’s seminar there last question sir what did I forget
To ask well again Maurice you know my seminar will be very interesting I have um Dr Ricardo duen is speaking at my seminar as a keynote speaker he’s coming for the first time I have
Become a big fan of his U you you might want to look at his um Twitter page um and um so again it it will be an exciting year uh and I you know Rick rule Walter blob Jeff Ty as usual will be
At the seminar Mr mandari it’s been an absolute pleasure speaking with you today wishing you the absolute best sir uh thank you very much for the opportunity Maurice the information presented on proven improbable is provided for educational and informational purposes only without any
Express or implied warranty of any kind including warranties of accuracy completeness or Fitness for any particular purpose the information is not intended to be and does not constitute Financial investment or trading advice or any other advice you should not make any Financial
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6 Comments
Be sure to give us a thumbs up and leave a comment below. Wishing you the absolute best. Maurice Jackson
Javier Shillei has crushed the local currency..
I think he is a WEF plant..
Thank you for watching and commenting.
Jayant is a great speaker.
This person Jayant is a pure 100% chinese puppet.
Jayant is one of the most insightful human, I’ve ever come across