Partner, New Harbor Financial
3 dated public stances tracked since 2024-02-01, most recently 2026-10-11. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Mike Preston's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Mike Preston is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2024-02-01 | GOLD | bullish | +12.3% | +16.9% | +35.8% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| GOLD | 2 | | 2 bullish | 2026-10-11 |
| Long Dur Treasuries | 1 | | 1 bullish | 2026-10-11 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-11
GOLD
bullish
Thoughtful Money (Adam Taggart) · video
After an 8-9 month pullback that is historically long in duration (gold -30-35%, silver -50%+), metals appear close to a base; macros remain structurally supportive (central bank buying, monetary debasement, fourth-turning cycle); gold needs to clear ~4500…
“we believe these metals are going higher over time”
High Yields To Pull Asset Prices Down | Danielle Park
2026-10-11
Long Dur Treasuries
bullish
Thoughtful Money (Adam Taggart) · video
Down over 50% from peak while now yielding 5%+; short-side sentiment is overwhelmingly crowded and one-sided (contrarian signal), and policymakers face pressure to cut rates to relieve economic stress, driving capital appreciation on top of the carry
“it may offer a good opportunity from these levels because sentiment is so negative”
High Yields To Pull Asset Prices Down | Danielle Park
2024-02-01
GOLD
bullish
Lacy Hunt · video
Monetary intervention suppresses returns on the assets ordinary households hold while inflating speculative assets, so real assets like gold and silver are needed for wealth preservation in an environment of ongoing monetary excess and fiscal deterioration
“buy some real assets gold and silver real estate if you can find real estate that's not overvalued”
90d +12.3% · 180d +16.9% · 1y +35.8%
Lacy Hunt: Prepare For Recession, The Fed's Optimism Is Wrong
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