Tom Bodrovics welcomes Michael Oliver to the new podcast. Michael is CEO of Momentum Structural Analysis (MSA) and together they discuss various market dynamics and trends. Oliver emphasized that the S&P 500 is at the top of a major bubble, which has been evident since late 2024 or early 2025. He noted that the recent surge in the S&P, despite making new highs, is a counter-trend rally within a broken long-term uptrend. Oliver highlighted that historical patterns, such as those seen in 2000 and 2007, suggest that the current market structure is similar to past market tops.





Oliver also discussed the underperformance of key sectors like financials, healthcare, and industrials, which together make up a significant portion of the market. He contrasted this with the strong performance of tech sectors, particularly information technology and communication services, which have driven the recent market rally. This narrow leadership, Oliver argued, is a sign of market weakness and potential rollover.



The discussion also touches on the bond market, particularly the T-bond market, which Oliver described as being in a critical state. He noted that the market has not behaved as an alternative to stocks, as it typically would, and that this anomaly could signal broader market issues. Oliver also discussed the potential for a bond vigilante resurgence if the market structure breaks.



Turning to cryptocurrencies, Oliver expressed concern about Bitcoin’s momentum structure, which he believes is at risk of breaking. He noted that Bitcoin’s price action has been closely correlated with the NASDAQ 100, and a breakdown in Bitcoin could potentially drag down the NASDAQ as well. In contrast, Oliver sees gold and silver as having significant upside potential, with silver poised for a dramatic breakout. He also mentioned that silver miners are outperforming gold miners and could see substantial gains in the near future. Oliver concluded by discussing the potential for a return to a gold-backed currency, driven by global trends and the failure of central bank policies. He sees gold as a prime beneficiary of the current market dynamics and expects rapid and significant changes in the near future.







Guest Links:Website: http://www.olivermsa.com/X: https://twitter.com/Oliver_MSAAmazon Book: https://tinyurl.com/y2roa7p5Email: mailto:michaeloliver@olivermsa.com







Email MSA above, and they will send you this week’s report for free, which covers many of the topics from this interview.



J. Michael Oliver entered the financial services industry in 1975 on the Futures side, joining E.F. Hutton’s International Commodity Division, headquartered in New York City’s Battery Park. He studied under David Johnston, head of Hutton’s Commodity Division and Chairman of the COMEX.



In the 1980s, Mike began to develop his proprietary momentum-based method of technical analysis. He learned early on that orthodox price chart technical analysis left many unanswered questions and too often deceived those who trusted in price chart breakouts, support/resistance, and so forth.



In 1987 Mike technically anticipated and caught the Crash. It was then that he decided to develop his structural momentum tools into a full analytic methodology.

Tom welcomes a Competent woman, Nicole Schaefer to the show. Nicole is a leadership coach who uses horses to teach leadership skills, discusses the importance of authentic leadership and the role of horses in developing self-awareness and effective communication.









Schaefer emphasizes the importance of leading from one’s core values and principles, rather than adhering to societal norms or expectations. Schaefer’s leadership coaching involves working with horses, which provide honest and candid feedback, helping individuals become more self-aware and authentic. Horses do not react to performance or expectations but rather to the individual’s true self, making them excellent mirrors for personal growth. This approach helps leaders understand their energy levels, body language, and communication styles, enabling them to connect more effectively with their teams.



The interview also touches on the concept of “me first leadership,” where leaders show vulnerability and create a space for their teams to do the same. This approach fosters innovation, creativity, and a sense of community within teams.



Schaefer shares her personal experience with burnout, attributing it to a disconnect between her values and her work environment. She emphasizes the importance of honoring one’s values and taking time to recharge and reflect, rather than constantly pushing for productivity.



Schaefer’s work with horses helps individuals understand their spatial bubbles, energy levels, and communication styles, enabling them to build more effective relationships and teams. She also discusses the importance of pausing and allowing for creativity and innovation, rather than constantly pushing for productivity.



Schaefer’s upcoming projects include working with residents in pediatric medicine to build interpersonal skills and confidence, as well as expanding her coaching services to more individuals.







Guest Links:LinkedIn: https://ca.linkedin.com/in/nicole-schaefer-48a0a725







Nicole Schaefer is the founder of Spiegelbild, a research-driven social enterprise.



She has over twenty years of international experience working for local, national and international governments and organizations.



Nicole has led complex multi-cultural teams and projects. She has completed over 130 hours of coaching training, both with the Co-Active Training Institute (CTI), and CRR Global’s Organization and Relationship Systems Coaching (ORSC), and is an ORSC trained coach for individuals, couples, and teams.



Combined with her passion for horses, and the special connection she has with her equine partners, Nicole brings her extensive leadership experience to our programs.

Tom Bodrovics normally your host instead joins Gabriel Custodiet to discuss a range of topics from precious metals investing to the complexities of welding and self-sufficiency. Tom is known for his podcast “Palisades Gold Radio,” which focuses on contrarian investing, economics, and the monetary system, particularly from an Austrian or libertarian perspective. The show has garnered over 100,000 subscribers on YouTube, despite algorithmic challenges, and features notable guests like Rick Rule, Doug Casey, and Matthew Pipenburg.





Tom views gold not just as a financial asset but as a tangible form of insurance against economic uncertainties. He emphasizes the importance of understanding the broader economic and geopolitical contexts that influence gold’s value. He also discusses the concept of “contrarian investing,” which involves looking beyond mainstream investment trends and considering assets like precious metals and uranium. Tom highlights the long-term benefits of investing in precious metals, especially in light of central banks’ monetary policies and the potential for future economic instability.



The conversation shifts into the moral and societal impacts of modern monetary theory, which Bodrovics sees as a double-edged sword. While it has pulled many out of poverty, it also erodes the value of hard work and capital.



Tom shares his personal journey from welding to podcasting, emphasizing the importance of passion, resilience, and continuous learning. He also discusses his self-sufficient trailer setup, which allows him to live off the grid and travel freely. He offers insights into vetting banks and understanding their financial health, advocating for personal responsibility in managing one’s wealth. Tom concludes by recommending several books, including “The Art of Thinking Clearly” by Rolf Dobelli and “Atlas Shrugged” by Ayn Rand, which he believes are crucial for developing a robust mindset and understanding the complexities of economics and finance.







Gabriel Custodiet Links:SubStack: https://watchmanprivacy.substack.com/Website/Podcast: https://watchmanprivacy.comBooks Etc.: https://escapethetechnocracy.com/X: https://x.com/@WatchmanPrivacy







Gabriel Custodiet is the publisher of the Watchman Privacy, a podcaster, author, and a content creator focused on radical privacy and freedom tactics. Having practiced a comprehensive privacy lifestyle for several years, he consistently publishes content, participates in interviews, and is dedicated to spreading awareness on these topics.



Watchman Privacy, led by Gabriel, aims to analyze the ongoing war on privacy and freedom in all its forms while providing actionable solutions. From critically evaluating available freedom tools to investigating systems of surveillance, transhumanism, technocracy, and other facets of techno-dystopia, Watchman Privacy offers an unflinching examination of societal challenges. The platform boldly transcends the superficial narratives of most online shows, delivering incisive insights, practical solutions, and unfiltered perspectives on the issues and all available tools.

Tom welcomes David Murrin to the Competent Man to explore the importance of resilience and lateral thinking in navigating the challenges facing society. Murrin shares his personal journey as a dyslexic individual who developed unique problem-solving abilities through adversity. He argues that lateral thinkers, often misunderstood, possess valuable skills that are crucial for leadership and innovation, especially as the world faces increasing conflict and disruption. David emphasizes the need for educational systems that nurture diverse learning styles and the importance of parents deliberately fostering resilience in their children through exposure to hardship and challenges. He cautions against the dangers of overprotection, which can stifle personal growth and adaptability.





Murrin also delves into the dynamics of partner selection, advocating for lateral individuals to seek compatible matches to cultivate fulfilling relationships. Looking ahead, David foresees a looming “extinction event” for linear thinkers as artificial intelligence increasingly automates repetitive tasks. He believes lateral individuals, with their ability to think creatively and adapt, will be better positioned to thrive in this shifting landscape. Ultimately, Murrin emphasizes the importance of self-awareness, emotional intelligence, and a willingness to confront one’s fears as key components of building resilience and competence, both on an individual and societal level.



Guest Links:X: https://x.com/GlobalForecastrWebsite: https://www.davidmurrin.co.ukInstagram: https://instagram.com/murrinraw



David Murrin began his unique career in the oil exploration business amongst the jungles of Papua New Guinea and the southwestern Pacific islands. There, he engaged with the numerous tribes of the Sepik River, exploring the mineral composition of the region. Before the age of adventure tourism, this region was highly dangerous, very uncertain and local indigenous groups were often hostile and cannibalistic. David’s work with the PNG tribespeople catalyzed his theories on collective human behavior.



In the early 1980s, David embarked on a new career, joining JP Morgan in London. Watching his colleges on the trading floors, he quickly identified modern society also behaved collectively. He was sent to New York on JPMs highly rated internal MBA equivalent finance program. Once back in London, he traded FX, bonds, equities, and commodities on JPMs first European Prop desk. In 1991, he founded and managed JPMs highly successful European Market Analysis Group, developing new behavioral investment techniques which were utilized to deploy and manage risk at the highest level of the bank.



In 1993, David founded his first hedge fund, Apollo Asset Management, and, in 1997, co-founded Emergent Asset Management as CIO. His primary role was overseeing trading across all fund products as well as being particularly active in the firm’s private equity business. He co-founded Emvest, Emergents African land fund, in 2008 and acted as its Chairman until its sale from the group in 2011. In addition, through Emergents Advisory Business, David was responsible for the critical fund-raising for Heritage Oil, allowing it to expand significantly by investing in its Uganda exploration program. He took full control of Emergent in 2011, combining his management of the Geomacro fund with the role of Chief Executive Officer until 2014.

Tom Bodrovics’s speech from the 2025 Cornerstone Forum — now featured on the Competent Man Podcast. Tom’s message about taking back control of your wealth, health, freedom, and future is both a call to action and a reminder that we’re all the drivers of our own lives. Enjoy the full video, and feel free to share your thoughts, feedback, and the steps you’re taking to build a resilient, high‐agency life.





X: https://x.com/competentmanpod.comInstagram: https://instagram.com/competentmanpodRumble: https://rumble.com/c/c-7699939

Tom welcomes Drew Weatherhead to the Competent Man Podcast. This interview reflects on his transformative journey from a blue-collar past as a welder to a present marked by creative endeavors as a podcaster and author. His path mirrors that of the interviewer, Tom, highlighting themes of shared experience and resilience. A pivotal aspect of Weatherhead’s story is his approach to learning through audio, particularly podcasts and audiobooks. This method allowed him to absorb diverse knowledge while working, underscoring the significance of recognizing different learning styles. His journey from welding to creative pursuits illustrates how auditory learning facilitated this transition, offering insights into the adaptability required in personal and professional growth.





Weatherhead’s shift to storytelling, especially his new fiction series “Fractures,” emphasizes the power of narrative in conveying complex ideas. Drawing parallels with authors like C.S. Lewis and J.R.R. Tolkien, he balances spontaneity (‘pantser’) with structured planning, akin to his approach in jujitsu. This blend of creativity and discipline highlights the universal appeal of storytelling as a medium for sharing experiences and lessons.



Intuition versus logic is another key theme, with Weatherhead discussing the role of instinct in decision-making. His analogy to jujitsu, where adaptability is crucial, suggests that balancing these approaches can lead to effective outcomes. This reflection invites consideration of how individuals integrate instinct and reason in their lives.



The discussion on free will versus determinism delves into deep philosophical territory. Weatherhead’s belief in free will contrasts with deterministic views, sparking thoughts about personal agency and societal influences. His perspective encourages contemplating the extent of control individuals have over their choices amidst external pressures.



Emphasizing purpose and exploration, particularly through parenting and travel, highlights the importance of fostering independence and curiosity. This aligns with modern educational philosophies that value experiential learning, encouraging children to explore and question, much like Weatherhead’s approach in raising his own children.Lastly, an anecdote about jumping off a five-meter diving board as a child symbolizes bold steps despite fear. This story encapsulates the essence of embracing challenges and learning through experience, offering encouragement to face uncertainties with courage.



Drew Weatherhead Guest Links:Instagram: https://www.instagram.com/drew.weatherhead/Instagram: https://www.instagram.com/drew.w.author/Instagram: https://www.instagram.com/because_jitsu/



Amazon Books: https://tinyurl.com/2thw6673



The Social Disorder Podcast:https://open.spotify.com/show/7ohTnDU44EU9VMoQCnUkwLhttps://podcasts.apple.com/ca/podcast/the-social-disorder-podcast/id1555590611https://rephonic.com/podcasts/because-jitsu-podcast



A Journeyman Welder, Entrepreneur, Brazilian Jiu-Jitsu Black Belt, Meme Maker, Podcaster, Husband, and Father of Four.



Drew Weatherhead travels around North America,

Chuck Sun, born September 10, 1956, in Sherwood, Oregon, is a trailblazing American former professional motocross racer who made history as the only Asian American to win a national championship in American professional motorcycle racing. Competing in the AMA Motocross Championships from 1976 to 1983, Sun claimed the prestigious AMA 500cc motocross national championship in 1980 while riding for Honda. His passion for racing was sparked at age 12 when he bought his first dirt bike, a Cat mini bike, with $100 earned from picking beans and strawberries. Inspired by the iconic motocross film On ‘Any Sunday’ and rider Malcolm Smith, Sun entered his first motocross race at 14, launching a remarkable career.





Sun’s racing highlights include winning the 1978 National Trans-USA 250 Championship with Husqvarna, earning a podium finish as the top American at the 1979 United States Grand Prix, and securing third overall in the 1981 United States Supercross Stadium Championship. In 1981, he won the USPG event in Carlsbad, California, and was part of the first U.S. team to win the Motocross des Nations alongside teammates Donny Hansen, Johnny O’Mara, and Danny LaPorte. Later, he competed internationally, finishing fourth overall at the 2003 Maxxis Asia Open in Thailand, and qualified for the AMA Supermoto Las Vegas Final in the same year.



In recognition of his contributions to the sport, Sun was inducted into the AMA Motorcycle Hall of Fame in 2003. His legacy is preserved in the History of America Motocross Museum in Pickerington, Ohio. A pioneer from a rural Oregon off-road riding family, Chuck Sun’s achievements continue to inspire motocross enthusiasts worldwide.



Guest Links:Website: https://chucksun.proInstagram: https://www.instagram.com/chucksun63/

Jaime Carrasco’s background is in finance and wealth management. From 2014-2018 he worked as Director of Wealth Management and Associate Portfolio Manager for ScotiaMcLeod. Before this, he worked for Macquarie Group, CIBC Wood Gundy, BMO Nesbitt Burns, Gordon Capital, and Merrill Lynch.



Jaime is a leading Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses, and institutions. He has garnered a reputation for questioning and challenging the status quo and exploring the most innovative investment strategies.





Jaime’s insights highlight the importance of wealth management, emphasizing asset allocation and staying informed about market trends. He values outdoor activities, exercise, and mindfulness practices like meditation to maintain physical and mental well-being. Building strong relationships is crucial for him, focusing on honesty, self-awareness, and learning from others. Travel broadens his perspective, fostering gratitude through cultural experiences. Jaime believes in continuous personal growth through curiosity and openness to new experiences, adapting as he ages while respecting physical limits. His philosophy sees life as a journey of self-discovery guided by signals, advocating kindness and respect for others, recognizing their inherent goodness.



Jaime, whose mother tongue is Spanish, also speaks Italian and French. He completed a BA in political science and economics at the University of Toronto in 1988. While a student, he worked for CS Yacht, a company that built luxury sailboats, thus spending his summers as a skipper for the Canadian establishment members. Jaime credits this experience and having survived sailing through Hurricane Bob in 1991. This experience taught him lessons that have become a metaphor for his financial investment strategies.



“Like one’s financial wealth, sailing is not about controlling the wind, but rather about adjusting the sails.”



Guest Links:Twitter: https://x.com/ijcarrascoLinkedIn: https://www.linkedin.com/in/carrasco1/E-Mail: jaime@jcwealth.ca

Faisal holds a bachelor’s degree in applied science in chemical engineering from the University of Waterloo and an MBA from HEC Paris. After completing his MBA, he interned as a trader on the Sterling Pound Interest Rate Derivatives desk at Barclay’s Capital in London. He then returned to Canada to focus on his father’s silicone chemical company, where he realized his potential by optimizing processes, applying technology to new applications, and opening new markets. Faisal took over the company in March 2008, built significant value, and fully exited it just over a decade later, after which he retired.





Retirement has not diminished Faisal’s thirst for knowledge or learning. He embodies the idea of a competent man as an autodidact, teaching himself skills like Pine Script, reading widely, challenging his echo chamber, and tinkering with classic cars. Though he grew up in an Islamic household, he doesn’t consider himself a practicing Muslim but is engaged in understanding the religion from first principles.



This discussion with Faisal covers various topics, including the meaning of life, distinguishing between selfishness and self-centeredness, an eschatological framework viewing Trump as a decoy false messiah, geopolitical turmoil, leadership, cyclical change, and the practical applications of Abrahamic faiths in today’s world. In our conversation, we explored these subjects in depth, discussing his views on the coming decade and the opportunities ahead.



This summary highlights some of the enriching discussions I’ve had with Faisal, recorded in what he calls the “circle of contemplation” at his home.



Guest Links:




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