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Artwork for The Competent Investor

The Competent Investor

Tom Bodrovics
Gold
Silver
China
Federal Reserve
Inflation
Oil
United States
Russia
Stock Market
Silver Market
Interest Rates
Donald Trump
U.S. Dollar
Debt
Ukraine
U.S. Economy
Resilience
Uranium
Motocross
India

The Competent Investor brings you deep-dive conversations with the world's top investors, economists, and market strategists. Every episode unpacks the macro forces shaping markets, reveals actionable insights, and delivers conversations that compound your understanding of where capital is flowing.

PublishesTwice weeklyEpisodes117Foundeda year ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Artwork for The Competent Investor

Latest Episodes

Peter Alexander, an American investor with 30 years of on-the-ground experience in China, argues that Western perceptions are polarized and often miss the nuance of China’s strategic direction. He was prompted to speak publicly by a sense of civic du... more

Rick Rule, president and CEO of Rule Investment Media, argues that a sustained decline in the purchasing power of the US dollar is inevitable due to the staggering $40 trillion in on-balance-sheet and $120 trillion in off-balance-sheet liabilities. H... more

Tom Bodrovics welcomes back former Wall Street analyst John Rubino for a discussion on the incoherence between Federal Reserve and Treasury policies, with the Fed signaling possible rate hikes while the Treasury intervenes to suppress long-term yield... more

Graham Summers, President and Chief Market Strategist for Phoenix Capital Research, discussed the complex state of the bond market, noting the historic shift as the 40-year bull market in bonds ended in 2022. He analyzed Treasury Secretary Bessent’s ... more

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Recent Guests

Mike McGlone
Senior Commodity Strategist for Bloomberg Intelligence
Bloomberg Intelligence
Episode: Mike McGlone: The Last Big Trade May Not Be the Next - Gold, Stocks and Bitcoin
Chris MacIntosh
Founder of Capitalist Exploits
Capitalist Exploits
Episode: Chris MacIntosh: Pension Funds and Investors Trapped in the Looming Debt Implosion
David Hunter
Contrarian Macro Strategist
Episode: David Hunter: Momentum is Driving Straight Up Into a Generational Bust
Vince Lanci
Author of The Gold Fix, Substack
The Gold Fix/Substack
Episode: Eric Yeung: Deciphering China's Master Plan For Gold with Vince Lanci
Eric Yeung
CEO/analyst mentioned in intro
The Competent Investor
Episode: Eric Yeung: Deciphering China's Master Plan For Gold with Vince Lanci
Luke Gromen
President and Founder of FFTT (For The Trees)
FFTT (Forest For The Trees)
Episode: Luke Gromen: China’s Quiet Domination During the US’s Middle East Distraction
Melody Wright
Housing Analyst, Strategist and Author of the M3 Melody Substack
M3 Melody Substack
Episode: Melody Wright: America's Affordability Crisis is Building into a Crash in 2026
John Johnston
Author of The Market Vibes, oil-market analyst
Market Vibes (Alyosha Substack)
Episode: John Johnston: Debunking the Tank Bottom Narrative and Oil Prices Going Forward
Robert Sinn
Investor, trader, and author of Gold Finger Capital
Gold Finger Capital
Episode: Robert Sinn: What If the Fed Doesn’t Hike this Year

Host

Tom
Host of The Competent Investor

Reviews

4.8 out of 5 stars from 53 ratings
  • Gorman interview

    Don’t be gas lit, China debt to GDP is more than twice ours, no one trusts their currency.

    Their oils imports have been cut 30 to 40%, so much for a Taiwan invasion. They’re probably spending more time worrying about internal dissent.

    Logistics are being reworked, it’s pretty apparent, even to a casual observer.

    Apple Podcasts
    5
    Southsiderichie
    United States2 months ago
  • Best in the business

    Tom is the best interview host in the podcast universe.

    Apple Podcasts
    5
    Sound Money
    United States9 months ago
  • Best investment podcast

    If you loved Tom on Palisades Gold, you’ll love this even more. A must listen for anyone wanting to build or retain any wealth over the coming years.

    Apple Podcasts
    5
    Bufferyboo
    United Kingdom10 months ago
  • Great show!

    Came for the vintage “…rip your face off uranium rally.” Stayed for the host.

    Apple Podcasts
    5
    Beantown Billy Goat
    United Statesa year ago
  • Tom’s new podcast

    I hit the play button on Palisades Gold Radio and it reminded me of being a small child where mom brought home a new boyfriend and played it off like he was my new dad. As I was driving I hit the play button and started screaming “you’re not my real dad!” Thankfully, after frantic searching online, I found Bodrovic’s new podcast. I live at dad’s now. He lets me eat pizza for breakfast.

    Apple Podcasts
    5
    James894875
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The host delivers strong interviews and keeps discussions grounded in data.
Listeners praise the host's ability to challenge guests and pull actionable insights.
Guests are consistently experts with deep domain knowledge, making complex topics accessible for serious listeners.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Graham Summers: Gold’s Monetary Revival Is Underway
Q: How do you view the recent bond market moves and the Treasury's buyback program?
I see it as a signaling device more than aggressive policy; the market is watching for what the Fed will do, and the Treasury is using buybacks to keep yields stable and orderly, not to fundamentally alter the balance sheet.
Doomberg: Russia Still Holds The Key to Inflation and Millions Freezing this Winter
Q: How might Ukraine and Russia influence future energy diplomacy and global power dynamics?
The guest argues that Russia's role as a global energy producer will persist, that escalation dominance and strategic diplomacy will shape outcomes, and that Western policies should consider Russia's leverage and the intertwined energy web with Europe, the US, and China.
Doomberg: Russia Still Holds The Key to Inflation and Millions Freezing this Winter
Q: What are the risks of the molecules being in the right form or place right now?
The guest explains that energy constraints are being managed through refinery flexibility, increased fungibility, and strategic partnerships, reducing the severity of a diesel crisis even as prices stay elevated.
Jesse Felder: This is the Type of Setup You Look For as an Investor
Q: What should an investor do to manage risk in this environment?
Maintain broad diversification, consider real assets and energy exposure to hedge against tech concentration, and be wary of overreliance on any single theme as leverage and sentiment can shift rapidly.
Jesse Felder: This is the Type of Setup You Look For as an Investor
Q: How does AI affect market dynamics and valuations?
AI has concentrated market leadership and compressed the investor base, elevating dispersion and creating risk around the profitability of frontier models, which could lead to a meaningful re-pricing of tech and cloud compute assets.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Competent Investor

What is The Competent Investor about and what kind of topics does it cover?

Listeners tune in for deep-dive conversations with leading investors, economists, and macro strategists, focusing on how liquidity, policy, and geopolitical dynamics shape markets across equities, bonds, and commodities. Episodes frequently center on oil, gold and other metals, currency regimes, and the interplay between central banks, fiscal policy, and technology-sectors, with a practical emphasis on risk management, position sizing, and price-driven analysis rather than headlines. Notable traits include a reinforced bearish/bullish cycle awareness, a willingness to challenge conventional narratives, and a strong preference for data-driven, multi-asset perspectives that help listeners position portfolios through volatile macro regimes.

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How many listeners does The Competent Investor get?

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Which podcasts are similar to The Competent Investor?

These podcasts share a similar audience with The Competent Investor:

1. Palisades Gold Radio
2. Commodity Culture
3. Sprott Money News
4. Thoughtful Money with Adam Taggart
5. Wealthion - Be Financially Resilient

How many episodes of The Competent Investor are there?

The Competent Investor launched a year ago and published 117 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Competent Investor?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on The Competent Investor?

Recent guests on The Competent Investor include:

1. Mike McGlone
2. Chris MacIntosh
3. David Hunter
4. Vince Lanci
5. Eric Yeung
6. Luke Gromen
7. Melody Wright
8. John Johnston

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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