Nomi Prins — "This is A Lifetime Opportunity for Gold and Silver"
A conversation with guest Laurent Lequeu (The Macro Butler) on gold, silver, the commodities he's tracking, and what he calls the "Iran war inflation tax."
One-line take: a guest video interview — Prins welcomes back Laurent Lequeu, who writes the The Macro Butler Substack, for a macro discussion on gold, silver and commodities. His framing: we're "on the verge of a lifetime buying opportunity for gold and silver" (with a specific time horizon discussed in the video), plus what he calls the "Iran war inflation tax" and the sectors — including miners — most exposed to it. The substance is in the video; only the public summary is captured, so no individual securities are named here — this is a macro/themes appearance (gold, silver, commodities, war-driven inflation).
1. Stocks & names mentioned
A macro / themes interview — no individual securities are named in the public text. Gold, silver and commodities are discussed as themes (and miners as the exposed sector), but the substance lives in the video. No stock table for this post; the takeaways are below.
2. Key points
The guest: Laurent Lequeu, The Macro Butler
- Prins welcomes back "a great friend to Prinsights," Laurent Lequeu, who runs the Substack The Macro Butler — "timely insights and key details on what's going on in the global arena and the financial system." She "could not recommend following his work enough."
A "lifetime buying opportunity" for gold and silver
- Lequeu argues we're "on the verge of a lifetime buying opportunity for gold and silver," and lays out the specific time horizon in the discussion — consistent with Prins's standing view that the spring metals pullback is a paper-market event, not a change in the physical setup.
- He shares "bold forecasts on gold" and the specific commodities he's following now.
The "Iran war inflation tax"
- He frames a war-driven inflation impulse — the "Iran war inflation tax" — and the sectors that could be most impacted, explicitly including the miners.
Aside: the gated copper pick
- The post re-teases the latest Founders+ monthly issue — a "strategic copper developer" with "a large deposit in a stable jurisdiction" said to be "trading well below what we believe it is worth," driven by power-grid and data-center demand. That pick is paywalled and not captured here.
Key points extracted from the public Prinsights Substack post (text in transcript.txt) for personal study. A guest macro interview — no individual securities named; the substance is in the video. Not investment advice. © Nomi Prins / Prinsights for source material.