How Does Ukraine Fit into the Global Jigsaw?

Alasdair Macleod, Eric Coffin and Chen Lin are this week’s guests on the program.

Alasdair’s February 24, 2022 article upon which the topic of this show is based occurred before the Russian invasion into the Ukraine. Since then, it appears that the NATO countries have been more unified than anticipated and the Ukrainian army and citizens are putting a very courageous fight against the invaders that may be countering attempts by Putin to drive a wedge between America and the non-Anglo-Saxon EU. But can this unity last when the economic repercussions of sanctions and broken supply chains start to cause serious hardship for Europeans? Alasdair also suggested that the U.S. was trying to suck Russia into an untenable occupation that Putin wouldn’t fall for. We asked Alasdair how that might hurt Putin’s cause.

How does $108 oil come into play as central banks continue to print massive amounts of money in an effort to offset economic damage caused by sanctions and supply chain disruptions? With the equity markets currently getting slammed hard, money is flowing back into Treasuries reducing interest rates for the time being. But the longer term fundamentals that Alasdair talked about appear to be very much intact. With Putin showing more aggression than anticipated, how might that alter Alasdair’s views on how the Ukraine fits into the global jigsaw?

Eric Coffin talks about the March 10 and 11 Metals Investor Forum in Vancouver and a shares a favorite stock pick of his. Chen provides his latest views on gold, silver and biotech and an investment or two.

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Alasdair Macleod has a background as a stockbroker, banker and economist. He is a Senior Fellow at the GoldMoney Foundation and Head of Research at Goldmoney.  His experience encompasses equity and bond markets, fund management, corporate finance and investment strategy. His weekly articles written for GoldMoney are posted on his blog at goldmoney.com/research/goldmoney-insights Because of his deep insights into underlying market dynamics, Alasdair is one of the most frequent guests on Turning Hard Times into Good Times.

Eric Coffin is the editor of the HRA (Hard Rock Analyst) family of publications. Responsible for the “financial analysis” side of HRA, Coffin has a degree in corporate and investment finance. He has extensive experience in merger and acquisitions and small-company financing and promotion. For many years, he tracked the financial performance and funding of all exchange-listed Canadian mining companies and has helped with the formation of several successful exploration ventures. Coffin was one of the first analysts to point out the disastrous effects of gold hedging and gold loan-capital financing in 1997. He also predicted the start of the current secular bull market in commodities based on the movement of the U.S. dollar in 2001 and the acceleration of growth in Asia and India. Coffin can be reached at [email protected] or the website www.hraadvisory.com.

Chen Lin had been a doctoral candidate in aeronautical engineering at Princeton. However, Chen found his investment strategies were so profitable that he put his Ph.D. on the back burner to devote full time to private investing and writing a newsletter titled “What is Chen Buying? What is Chen Selling?”  Chen’s track record has been phenomenal!  In one account we tracked, in which he used no leverage, he was able to grow $5,411 starting in 2002 to over $2.2 million by the end of 2012.  You can visit his website at chenpicks.com

About Jay Taylor

Jay Taylor is editor of J Taylor's Gold, Energy & Tech Stocks newsletter. His interest in the role gold has played in U.S. monetary history led him to research gold and into analyzing and investing in junior gold shares. Currently he also hosts his own one-hour weekly radio show Turning Hard Times Into Good Times,” which features high profile guests who discuss leading economic issues of our day. The show also discusses investment opportunities primarily in the precious metals mining sector. He has been a guest on CNBC, Fox, Bloomberg and BNN and many mining conferences.