Kevin Barribrough is part of Sprott Asset man. - not exactly un-biased, but hardly non-sensical either.
These are difficult waters to navigate for those without a financial background, ( I had a piggy bank, but it didn't last). With this guy, I get the feeling I am listening to someone who can actually put this stuff into simple terms, I am not smart enough to put holes in it at least, anyway, thought I would share it.
Be interested to hear what Timber says, how much is obviously true and also where the holes are in the theory.