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The Competent Investor

Tom Bodrovics
Gold
Silver
China
Federal Reserve
Inflation
Oil
United States
Stock Market
Silver Market
Interest Rates
Russia
Donald Trump
U.S. Dollar
Debt
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 weeklyEpisodes107Foundeda year ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Latest Episodes

David Hunter, Chief Macro Strategist with Contrarian Macro Advisors, maintains his highly bullish short-term outlook for equities, believing the stock market is in the final stages of a 44-year secular bull market that began in 1982. He anticipates a... more

Your host Tom Bodrovics, welcomes investor Eric Yeung, and Gold Fix partner Vince Lanci to discuss recent structural changes in China’s gold market, arguing that reports of China ending retail gold trading are inaccurate. Yeung clarifies that as of J... more

Luke Gromen, president of Forest For The Trees, discussed the challenging fiscal and monetary landscape facing the US once again with your host Tom Bodrovics. With national debt at $39.5 trillion and rising rates, Federal Reserve Chair Worsh confront... more

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

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Recent Guests

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
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

Host

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

Reviews

4.8 out of 5 stars from 47 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 States18 days ago
  • Best in the business

    Tom is the best interview host in the podcast universe.

    Apple Podcasts
    5
    Sound Money
    United States8 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 Kingdom9 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

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
#161
United Kingdom/Business/Investing
Apple Podcasts
#78
Poland/Business/Investing
Apple Podcasts
#93
Sweden/Business/Investing
Apple Podcasts
#152
Singapore/Business/Investing
Apple Podcasts
#170
Sweden/Business
Apple Podcasts
#195
Norway/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.

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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 107 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. David Hunter
2. Vince Lanci
3. Eric Yeung
4. Luke Gromen
5. Rick Rule
6. Melody Wright
7. John Johnston
8. Robert Sinn

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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