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The Competent Investor

Tom Bodrovics
Gold
Silver
China
Federal Reserve
Inflation
Oil
United States
Silver Market
Interest Rates
Donald Trump
Debt
U.S. Dollar
Stock Market
U.S. Economy
Resilience
Russia
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 weeklyEpisodes94Foundeda year ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Latest Episodes

Michael Green, Chief Strategist and Portfolio Manager for Simplify Asset Management, presents a contrarian view on bonds, arguing they are now an attractive investment due to three factors.

First, the dominance of passive bond indices creates mechan... more

Craig Tindale argues that the current global instability stems from humanity's tendency to mistake its complex models for reality. He explains that systems like central banking and globalized supply chains were built on narrow metrics, such as price ... more

Michael Kao, a former hedge fund manager and commodities trader, joined host Tom Bodrovics to discuss his view that the economy is walking a tightrope between two starkly different outcomes. Kao outlined a framework with four macro quadrants, definin... more

Francis Hunt, founder of The Market Sniper, presents a technical analysis centered on South Korea as a potential early indicator of a coming AI bubble deflation. He highlights the KOSPI index's extreme 291% surge in just over a year, driven almost en... more

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Recent Guests

Francis Hunt
CMT in Technical Analysis and founder of The Market Sniper
The Market Sniper
Episode: Francis Hunt: Chaos In Currencies | The Canary in the Coal Mine for Bubbles About to Pop
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?
Michael Pento
Founder, Pento Portfolio Strategies
Pento Portfolio Strategies
Episode: Michael Pento: Bracing for the Fallout as the Credit Bubble Bursts and Asset Prices Plummet
Tony Greer
Editor of The Morning Navigator, macro/commodity trader
The Morning Navigator
Episode: Tony Greer: Buying Opportunity | Gold & Gold Miners Are Dirt Cheap
Chris MacIntosh
Founder of Capitalist Exploits
Capitalist Exploits
Episode: Chris MacIntosh: The Age of Consequences | Why No One Has Incentives to Stop This War
Chris Vermeulen
Founder and Chief Market Strategist of The Technical Traders
The Technical Traders
Episode: Chris Vermeulen: The Hidden Signals That Could Predict the Next Market Crash
Danielle DiMartino Booth
CEO and Chief Strategist for QI Research
QI Research
Episode: Danielle DiMartino Booth: Warsh’s Fed Takeover | A Quiet Coup Brewing?
Josh Young
CIO and Fund Manager at Bison Interests
Bison Interests
Episode: Josh Young: $200 Oil | Latest Iran Peace Deal Won’t Stop It
Willem Middelkoop
Author of The Big Reset and founder of The Commodity Discovery Fund
The Commodity Discovery Fund
Episode: Willem Middelkoop: Escape the Crash – Ride the Gold Supercycle

Host

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

Reviews

4.8 out of 5 stars from 44 ratings
  • Best in the business

    Tom is the best interview host in the podcast universe.

    Apple Podcasts
    5
    Sound Money
    United States6 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 Kingdom7 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 States9 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 States9 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
    Canada9 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.

Talking Points

Recent interactions between the hosts and their guests.

Francis Hunt: Chaos In Currencies | The Canary in the Coal Mine for Bubbles About to Pop
Q: Francis, obviously, it's very difficult to call the top on these things.
He suggests that while the top is hard to predict, the pattern will involve a loss of confidence, a bear-market phase with bounces, and eventually a broader re-pricing of risk as fraud gremlins emerge and credit conditions tighten, followed by a shift into safer assets like gold or cash and a focus on wealth preservation.
Michael Pento: Bracing for the Fallout as the Credit Bubble Bursts and Asset Prices Plummet
Q: Michael, what do you think is the most important factor that you're watching right now that shows the precariousness of the markets, the economy or the world?
The key factors are a triad of bubbles—credit, real estate, and equities—that are at record highs, reinforced by an extraordinary monetary policy stance. These conditions, together with debt levels and inflation dynamics, create an elevated risk of a broad unwind as rates rise and financial conditions tighten.
Tony Greer: Buying Opportunity | Gold & Gold Miners Are Dirt Cheap
Q: Tony, what are some of the things that are useful to you in order to make decisions and plan for the day or week?
He uses six screens with quick-daily charts, tracks dollar and yields, crude oil and gold, copper and S&P, and formulates a plan based on price action and risk levels on his screens.
Danielle DiMartino Booth: Warsh’s Fed Takeover | A Quiet Coup Brewing?
Q: What do you see as the biggest long-term risks to the Fed's independence and the broader market?
The risk lies in political pressure, public attacks, and the potential for a shift in leadership that could lead to a stronger push toward politically aligned monetary policy, undermining the separation between fiscal and monetary authorities.
Danielle DiMartino Booth: Warsh’s Fed Takeover | A Quiet Coup Brewing?
Q: If you could give one piece of advice to Warsh directly, what would it be?
To watch for liquidity crises and plan a response that avoids an automatic pivot to zero lower bound and massive QE; instead, consider options that preserve monetary policy independence while managing crisis scenarios.

Audience Metrics

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

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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 94 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Competent Investor?

Recent guests on The Competent Investor include:

1. Francis Hunt
2. Kevin Muir
3. Michael Pento
4. Tony Greer
5. Chris MacIntosh
6. Chris Vermeulen
7. Danielle DiMartino Booth
8. Josh Young

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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