Kontrarian Korner
Kontrarian Korner
Kontrarian Korner #15 - Vince Lanci
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Kontrarian Korner #15 - Vince Lanci

The Next 3 To 5 Years For Oil, Opportunities In Precious Metals & The Battle Between The Fed And The Treasury

Last week I had Vince Lanci on the podcast. He’s a veteran trader and the author of the Gold Fix Substack. You can also find him on Twitter. We talked about the unnatural price action in oil, the precious metals and some opportunities there, as well as some of the interesting dynamics going on between the Fed and the Treasury. You can also watch the video on YouTube below.


Podcast Summary

  • Vince’s expected path for oil over the next three to five years.

  • His thoughts on how the election could impact that path.

  • The paper market versus the physical market for oil.

  • Hedge fund activity in oil shrinking while CTAs (trend followers) having a bigger impact.

  • The WTI contract becoming an orphan contract.

  • The Permian Basin and offshore vs. onshore production.

  • Precious metals and some of the opportunities in the platinum miners.

  • The Fed and the Treasury (aka Powell & Yellen) working against each other.

  • Book Recommendations: The Wager by David Grann & The Origins Of Totalitarianism by Hannah Arendt


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