March 19, 2025 – In the 35th episode of the Market Misbehavior podcast, Dave speaks with Jim Puplava, President and Founder of Financial Sense Wealth Management. Jim walks through his three pillars of investing: fundamental, technical, and political. They also discuss market leadership rotation, gold and precious metals, Bitcoin and Ethereum, weathering periods of short-term dislocation, Jim's long-time run as host of the Financial Sense Newshour, and opportunities going into Q2 2025. Recorded 3/18/25.
You can learn more about Jim and his work at https://www.financialsense.com.
0:00 Introduction
5:15 From Graham & Dodd to modern markets
10:07 Three pillars of investing: fundamental, technical & political
13:04 Market leadership and Mag 7 valuations
16:30 Upside for gold and precious metals
21:13 Risk management and long-term themes
24:58 Cryptocurrencies and excessive volatility
26:48 Opportunities into Q2 2025
29:23 Final comments
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