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Hosted by Tom Bodrovics · 🇺🇸 US · EN-CA · 103 episodes
Established thought leaders with verified media credentials.
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.
Tom Bodrovics hosts The Competent Investor, a business show with 103 episodes published.
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 i
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.
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 le
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 fund
Veteran commodities trader John Johnston, also known as JJ, provides a detailed rebuttal to the prevailing narratives of oil market scarcity, arguing that the recent price volatility was a paper-driven phenomenon disconn
Recorded on: June 29, 2026 Jesse Felder highlights a striking divergence in oil markets: physical inventories, including the Strategic Petroleum Reserve, have plunged to multi-decade lows while demand hits records, yet i
Tom welcomes investor Robert Sinn to the show. Robert attributes the recent sharp sell-off in the gold and mining sector primarily to a strengthening US dollar and rising interest rates, describing the current environmen
Steve St. Angelo, founder of the SRSRocco Report, discussed a wide range of fundamental factors impacting precious metals, energy, and the broader economy, cautioning against sensationalist price targets. He argued that
Lobo Tiggre, author and founder of the Independent Speculator, joined your host Tom Bodrovics to discuss the complex interplay of geopolitics, monetary policy, and commodity markets. Lobo argued that the war in the Middl
This is our first market recap show, with an all new format. We're still polishing and working out details and ideas. Please let us know what you think in the comments below. Thanks Everyone. Guest: Vincent Lanci —
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 passiv
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
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
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
Kevin Muir expresses deep skepticism about the looming SpaceX IPO, suggesting its astronomical valuation could mark a peak in market enthusiasm, reminiscent of the AOL-Time Warner deal. Beyond sentiment, the sheer supply
Michael Pento, President of Pento Portfolio Strategies, identifies a dangerous "triumvirate of bubbles" in credit, real estate, and equities as the most precarious factor facing markets. He argues that every credible met
Doomberg analyzes the accelerating convergence of global crises, framing the wars in Ukraine and the Middle East as battles within a broader World War III that began in 2014. He argues these conflicts are catalysts revea
Tony Greer, trader, editor of 'The Morning Navigator', and co-founder of 'The Macrodirt Podcast', joined Tom Bodrovics to share a trader’s perspective on navigating today’s chaotic markets. Greer emphasized a core philos
In this episode, Tom Bodrovics speaks with the always forthright hedge fund manager Chris MacIntosh about the current state of markets and society, which MacIntosh characterizes as a historic “blow-off top” encompassing
In this episode of The Competent Investor, Chris Vermeulen, founder of The Technical Traders, discusses the current market environment with your host Tom. Vermeulen observes that the market is exhibiting signs of a poten
Danielle DiMartino Booth
CEO and chief Strategist for QI Research · QI Research LLC
2 appearances on this show
Alasdair Macleod
MacleodFinance
2 appearances on this show
Rick Rule
Investor, Speculator and Founder of Rule Investment Media · Rule Investment Media
1 appearance on this show
Francis Hunt
The Market Sniper
1 appearance on this show
Lawrence Lepard
author of The Big Print · Bitcoin Opportunity Fund
1 appearance on this show
Edward Dowd
Phinance Technologies
1 appearance on this show
Craig Tindale
1 appearance on this show
Louis-Vincent Gave
Gavekal
1 appearance on this show
Peter Schiff
CEO and Chief Global Strategist · Euro Pacific Asset Management
1 appearance on this show
Chris Vermeulen
founder and chief investment officer · The Technical Traders
1 appearance on this show
Michael Oliver
creator of Natural Selling and author of How To ‘Sell’ The Way People Buy · Global Partnership Family Offices
1 appearance on this show
John Johnston
Director of Business Development - Premium Products · Milford Private Equity
1 appearance on this show
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The Competent Investor is hosted by Tom Bodrovics. The show is categorised under business (investing) and has published 103 episodes.
The Competent Investor has published 103 episodes.
The Competent Investor regularly covers business, investing, news. It sits in the business category, with a investing focus.
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Episodes of The Competent Investor average 53 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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