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The Competent Investor

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

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 weeklyEpisodes104Foundeda year ago
Number of ListenersCategories
Business NewsBusinessInvestingNews

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Latest Episodes

Rick Rule shared his observations from his recent Rule Symposium investment conference, noting a stark contrast in sentiment between different types of precious metals investors. Seasoned, wealthy participants who save in gold welcomed the 30% price ... more

Tom Bodrovics welcomes back commodity market specialist Rory Johnston for his analysis of the volatile state of the global oil market, focusing on the Strait of Hormuz, Chinese demand, and refining capacity disruptions. Johnston explains that followi... more

Tom welcomes Melody Wright, a housing analyst and strategist to the show. Melody describes the U.S. housing market as entering its fourth year of a "frozen" state, with combined annual sales volumes comparable to 2008 levels despite a 20% population ... more

In this interview, your host Tom Bodrovics and senior portfolio manager Jaime Carrasco analyze the recent volatility in precious metals, framing it as a typical and expected part of a secular bull market driven by a fundamental global monetary shift.... more

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Recent Guests

Rick Rule
President and CEO of Rule Investment Media
Rule Investment Media
Episode: Rick Rule: Why the Metals Aren't Dead and When I'm Buying More
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
Steve St. Angelo
Steve St. Angelo of SRSRocco Report
SRSRocco Report
Episode: Steve St. Angelo: Gold and Silver Prices Face More Volatility With a Looming Deflationary Crash
Lobo Tiggre
Author and publisher focused on resource investing
The Independent Speculator
Episode: Lobo Tiggre: Capitalizing On Opportunities in the Resource Sector: Finding the Undervalued Gems
Michael Green
Chief Strategist and Portfolio Manager for Simplify Asset Management
Simplify Asset Management
Episode: Michael Green: The Resolution to America's Debt Problem| Restoring Balance With Bond Market Reforms
Michael Kao
Former hedge fund manager, commodities trader, private family office investor, author of Kaoboy Musings on Substack, and software entrepreneur
Independent
Episode: Michael Kao: Navigating the Tightrope Between Stagnation and Inflation
Kevin Muir
Author of The MacroTourist Newsletter and Substack; co-host of The Market Huddle
Episode: Kevin Muir: Will the SpaceX IPO Mark the Top of Markets for Decades?

Host

Tom Bodrovic
Host of The Competent Investor; facilitates discussion and probes investment theses

Reviews

4.8 out of 5 stars from 46 ratings
  • Best in the business

    Tom is the best interview host in the podcast universe.

    Apple Podcasts
    5
    Sound Money
    United States7 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 Kingdom8 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 States10 months 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 States10 months ago
  • Tom is first rate!

    Tom has consistently been one it the top interviewers on YouTube and the podcast world!

    Apple Podcasts
    5
    NewWestCDub
    Canada10 months ago

Listeners Say

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

Praised for staying informative and avoiding sensationalism.
Consistently strong interviewer quality and guest insights.
High-caliber guest roster with macro, energy, and market structure expertise.
Recommended for listeners seeking rigorous, data-driven market discourse.

Chart Rankings

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

Apple Podcasts
#128
Russia/Business/Investing
Apple Podcasts
#151
Norway/Business/Investing
Apple Podcasts
#191
Singapore/Business/Investing
Apple Podcasts
#211
Sweden/Business/Investing
Apple Podcasts
#214
Ireland/Business/Investing
Apple Podcasts
#226
Belgium/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Jesse Felder: This is the Type of Setup You Look For as an Investor
Q: What is the core takeaway about oil in the current environment?
The main point is that a bullish supply-demand backdrop exists due to depleted strategic reserves and potential for tighter supply, but sentiment remains overly bearish, creating a contrarian opportunity for energy equities and commodities.
Rick Rule: Why the Metals Aren't Dead and When I'm Buying More
Q: How do macro factors like currency strength and interest rates affect gold and other resources?
Rising US dollar and higher nominal rates tend to depress gold prices; conversely, debt instruments and inflation dynamics influence purchasing power and the attractiveness of resource equities over the long term.
Rick Rule: Why the Metals Aren't Dead and When I'm Buying More
Q: What screens do you recommend for filtering junior mining stocks?
Prioritize management track records aligned with the task, ask about the single most important unanswered question, and require a concrete plan with timelines and costs to de-risk the investment.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About The Competent Investor

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

Across recent episodes, the show centers on macro-driven investing, with deep-dives into debt dynamics, currency flows, energy markets, and precious metals, often through interviews with renowned market thinkers. Listeners get era-spanning perspectives on how AI cycles, geopolitical tensions, and monetary policy shape asset pricing, inflation risks, and hedging strategies. A standout thread is the emphasis on hard assets, global macro interconnections, and proactive risk management tailored for sophisticated investors and traders.

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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 104 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. Rick Rule
2. Melody Wright
3. John Johnston
4. Robert Sinn
5. Steve St. Angelo
6. Lobo Tiggre
7. Michael Green
8. Michael Kao

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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