In this interview Chen notes that China is facing a deflationary implosion from the collapse of the real estate bubble there. As such, China is in no way capable of bailing the U.S. out of its current debt induced malaise. In my interview, Chen also talked about how Chinese citizens are continuing to move their savings into gold and silver.

At about 17 minutes into the interview Chen talked about his 2024 portfolio performance. He noted that one of his best performers was Cerro de Pasco which is also a favorite of mine. He thinks that Cerro de Pasco has much further to run on the upside. As such it is one of his top picks as we enter 2025.

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