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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
Ukraine
Silver Market
Interest Rates
Donald Trump
U.S. Dollar
Debt
U.S. Economy
Resilience
Uranium
Artificial Intelligence
Motocross

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 weeklyEpisodes130Founded2 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Artwork for The Competent Investor

Latest Episodes

Tom Bodrovics welcomes Charlie Garcia to the show. Charlie Garcia is Founder of R360, Bestselling Author and a Presidential Advisor. A former U.S. Air Force intelligence officer, hedge fund manager, and writer of the Capital Mischief Substack, Garcia... more

Tom Bodrovics welcomes Danielle DiMartino Booth to the show. Danielle DiMartino Booth is CEO & Chief Strategist for QI Research. She discusses the growing stress in credit markets, the wave of debt issuance tied to the AI trade, and whether the Feder... more

Tom Bodrovics welcomes Adam Hamilton to the show. Adam Hamilton is Founder of Zeal LLC.com. Hamilton, a gold market specialist with 26 years of professional experience, discusses gold's recent breakdown below $4,000, the dynamics behind the correctio... more

Tom Bodrovics welcomes Trader Ferg to the show. Trader Ferg is Full-time Trader & Author of the Trader Ferg Substack. The discussion centers on emerging markets, energy commodities, and the shifting global order, beginning with Brazil's surprising el... more

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Recent Guests

Danielle DiMartino Booth
CEO and Chief Strategist of Quill Intelligence, monetary policy commentator and former Federal Reserve Bank of Dallas advisor
Quill Intelligence
Episode: Danielle DiMartino Booth: The Fed is Fighting the Wrong Battles and Waiting for the Market to Break
Adam Hamilton
Founder of Zeal LLC and gold market specialist with 26 years of professional experience
Zeal LLC
Episode: Adam Hamilton: Gold Cracks Below $4,000 Buy Signal or Trap?
Matthew Piepenburg
Partner at Von Greyerz and author of Gold Matters and Rigged to Fail
Von Greyerz Gold Switzerland
Episode: Matthew Piepenburg: Today's Gold Setup Is Stronger Than the 1970s Bull Market
Rory Johnston
Oil market researcher, founder of Commodity Context, and lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy
Commodity Context
Episode: Rory Johnston: Global Oil Market Shattered - Iran War and Tanker Rate Explosion
Peter Schiff
CEO of Euro Pacific Asset Management, chairman of SchiffGold and host of The Peter Schiff Show
Euro Pacific Asset Management
Episode: Peter Schiff: Worse Than 2008 | The $3 Trillion Mortgage Bomb 💣
AJ Signal
Geopolitical risk advisor and defence writer with 21 years of military, security and crisis-management experience
Episode: AJ Signal: The 5 Supply Chain Signals That Predict War Before the News Does
Michael Pento
President and founder of Pento Portfolio Strategies with more than 30 years of investment experience
Pento Portfolio Strategies
Episode: Michael Pento: 2027 Will be a Year of Reckoning for the U.S. Economy and Markets
Jaime Carrasco
Senior Portfolio Manager and Senior Investment Advisor at Harbourfront Wealth Management
Harbourfront Wealth Management
Episode: Jaime Carrasco: The Fed Can’t Stop What’s Coming | Why Gold is Headed to $25,000
Porter Stansberry
Founder of MarketWise, OneBlade, Porter & Co; author of 2029, The End of America
MarketWise / Porter & Co
Episode: 2029 | The End of America and the Coming Financial Collapse

Host

Tom
Host of The Competent Investor

Reviews

4.7 out of 5 stars from 56 ratings
  • Paywalled

    I am disappointed that Tom has chosen to go with a subscription model. I followed Tom over from Palisades Gold Radio, as he is a superior interviewer. Saving content for the members only section disrupts the conversation. While I can respect what Tom is trying to do, I do not agree with it. I will be unfollowing this podcast and encourage others to do the same if they agree with my sentiments. Maybe Tom will reconsider this recent change and forge another path. I will be headed back to Palisades... more

    Apple Podcasts
    1
    Concerned Chicagoan 2
    United Statesa month ago
  • 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 States4 months ago
  • Best in the business

    Tom is the best interview host in the podcast universe.

    Apple Podcasts
    5
    Sound Money
    United Statesa year 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 Kingdoma year 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

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.

Danielle DiMartino Booth: The Fed is Fighting the Wrong Battles and Waiting for the Market to Break
Q: Do you think that they can have effectiveness in turning markets by lowering rates when we consider the credit spreads and the already fragile borrowers?
She says the Fed may not be able to ease gradually because it has conditioned markets to expect rate cuts only after something breaks, potentially pushing policy rapidly toward the zero bound. Even then, lower rates may not repair damaged property and credit markets without an intervening event.
Danielle DiMartino Booth: The Fed is Fighting the Wrong Battles and Waiting for the Market to Break
Q: Do you think all of this debt can clear the market at this point?
She says issuers are showing some restraint, while widening triple-C spreads signal credit-market indigestion. Whether Anthropic's anticipated IPO proceeds is a test of market conditions.
Adam Hamilton: Gold Cracks Below $4,000 Buy Signal or Trap?
Q: What do you think are the biggest risks for the markets?
Hamilton identifies an AI-company valuation and demand bubble as the biggest risk to stocks. A sharp market selloff could briefly pull gold down as investors seek dollars, while hotter inflation and higher rate-hike expectations could also pressure gold.
Adam Hamilton: Gold Cracks Below $4,000 Buy Signal or Trap?
Q: What happened and was that level just a quick breakdown that ended up becoming support?
Hamilton says gold's correction followed a sharp rally and a rise in rate-hike expectations, then broke below $4,000 after consolidating. He considers the level a potentially bullish juncture because gold had bounced near it previously.
Trader Ferg: Running on Fumes | Bali, Hormuz, and the End of Cheap Resiliency
Q: So how do you think about separating your portfolio?
Ferg says he usually begins with positions of 2% to 3%, caps individual positions at 5%, and limits a theme to roughly 25% to 30%. He seeks exposure to different sources of return, including emerging-market exchange operators and banks, alongside commodity businesses.

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?

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 2 years ago and published 130 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?

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What guests have appeared on The Competent Investor?

Recent guests on The Competent Investor include:

1. Danielle DiMartino Booth
2. Adam Hamilton
3. Matthew Piepenburg
4. Rory Johnston
5. Peter Schiff
6. AJ Signal
7. Michael Pento
8. Jaime Carrasco

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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