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John Adams & David Morgan: Cataclysmic Event in the Silver Market
Tom welcomes both the Silver Guru David Morgan and the historically consistent John Adams to discuss the shenanigans in the metal markets. John outlines the ongoing shortages at the Perth Mint and how they are failing to deliver. Even "As Good As Gold Australia," a Precious Metal Dealer and accredited Perth Mint distributor, cannot place orders for silver from the mint.
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Investors need to be sure that they have legal title to bars. There are some serious concerns about allocated accounts at the Perth Mint as individuals attempting to change their positions from unallocated to allocated are being denied.
Based on the terms of their website, they are in default. Most days, even 1000 ounce bars are unavailable, and customers are now liquidating positions and going elsewhere for metal.
Concerns remain whether allocated accounts are being backed by metal. John notes that the Perth Mint may have leased gold from the Reserve Bank of Australia, which holds its gold at the Bank of England.
David takes us back in history to discuss the beginnings of banking during the time of the goldsmiths. Goldsmiths would hold customer gold but then discovered they could issue more claim checks than they had gold in the vault. This eventually resulted in runs on these vaults when customers became concerned. David says, "Just because your getting the best price does not mean you're getting the best deal."
Those with allocated bars should be asking for their metal. These bars may have been leased or rehypothecated numerous times. There is a lot of paper silver flying around, and we need to start counting what is real and what isn't.
David discusses what panic buying could look like based on currencies like Venezuela. However, if you live in Venezuela and have silver, you can still eat. Many investors and the population at large have a normalcy bias in the face of mounting global issues.
The bottom line is if you have a synthetic metal position, you should liquidate it today and acquire the actual metal. When this is done as a global movement, it will make a massive difference in where the price will go. This will also wake up the masses as to what is happening in the economic system and is how we crack the price suppression program.
It's time for people to wake up and demand what is the real money.
Time Stamp References:
0:00 - Introduction
1:00 - Perth Mint Update
7:00 - De Facto Defaults?
10:50 - Fractional Metals?
15:23 - A Goldsmith's Story
20:14 - Past Scandals
23:30 - Shell Games
25:50 - Default Semantics
29:02 - Cash Settlements?
32:56 - Take Possession
35:04 - Price, Demand, & Supply
37:00 - Stand Aside & Burnout
40:20 - Palladium Comparisons
43:24 - PSLV Spr
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https://www.youtube.com/watch?v=OqFz7jcoIYA
To subscribe to our newsletter and get notified of new shows, please visit http://palisadesradio.ca
Investors need to be sure that they have legal title to bars. There are some serious concerns about allocated accounts at the Perth Mint as individuals attempting to change their positions from unallocated to allocated are being denied.
Based on the terms of their website, they are in default. Most days, even 1000 ounce bars are unavailable, and customers are now liquidating positions and going elsewhere for metal.
Concerns remain whether allocated accounts are being backed by metal. John notes that the Perth Mint may have leased gold from the Reserve Bank of Australia, which holds its gold at the Bank of England.
David takes us back in history to discuss the beginnings of banking during the time of the goldsmiths. Goldsmiths would hold customer gold but then discovered they could issue more claim checks than they had gold in the vault. This eventually resulted in runs on these vaults when customers became concerned. David says, "Just because your getting the best price does not mean you're getting the best deal."
Those with allocated bars should be asking for their metal. These bars may have been leased or rehypothecated numerous times. There is a lot of paper silver flying around, and we need to start counting what is real and what isn't.
David discusses what panic buying could look like based on currencies like Venezuela. However, if you live in Venezuela and have silver, you can still eat. Many investors and the population at large have a normalcy bias in the face of mounting global issues.
The bottom line is if you have a synthetic metal position, you should liquidate it today and acquire the actual metal. When this is done as a global movement, it will make a massive difference in where the price will go. This will also wake up the masses as to what is happening in the economic system and is how we crack the price suppression program.
It's time for people to wake up and demand what is the real money.
Time Stamp References:
0:00 - Introduction
1:00 - Perth Mint Update
7:00 - De Facto Defaults?
10:50 - Fractional Metals?
15:23 - A Goldsmith's Story
20:14 - Past Scandals
23:30 - Shell Games
25:50 - Default Semantics
29:02 - Cash Settlements?
32:56 - Take Possession
35:04 - Price, Demand, & Supply
37:00 - Stand Aside & Burnout
40:20 - Palladium Comparisons
43:24 - PSLV Spr
...
https://www.youtube.com/watch?v=OqFz7jcoIYA
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TIM P
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Tom welcomes back the ever eloquent Tim Price from Price Value Partners for a jaw-dropping interview.
Tim critically examines global institutions such as the Davos Club and a certain UN Health Organization. He expresses unease about global policies that may potentially marginalize farming and fishing in order to mitigate ecological damage. He disapproves of unelected individuals influencing significant global health and economic strategies and encourages skepticism towards the mainstream media for perpetuating unchecked influence over these areas. Price also identifies a growing trend toward skepticism of global forums, notably through an editorial in the Financial Times questioning the relevance of Davos. He ends by cautioning against "philanthropaths" who amass wealth under the guise of charity and urges for increased understanding of their motivations.
Tim highlights the value of debate and continuous dialogue in resolving polarized arguments. Individuals should aim to arouse introspection in their interlocutors rather than impose personal beliefs. Understanding can create gradual changes in viewpoints over time.
Price draws parallels between the current credit and debt system and historical failures of such systems. He views Davos as the emblem of big state command economy systems — a form of crony capitalism, not genuine free market capitalism. He suggests teaching classic economics as a buffer against economic downfalls.
Price points to economic uncertainties and volatility in various countries, taking Japan as an instance of a resilient economy that weathered two depressions on a par with America's Great Depression, maintained lower unemployment levels and a sustained GDP. He raises the question of whether Western economies could cope with similar situations. He also underlines ongoing unrest in currencies, the bond market, and the intensifying inflation. Tim criticizes the problematic Keynesian economic model and government interventions in economic systems, proving them incapable of controlling intricate economic operations.
Tim discusses his book "The War on Cash" and advises strengthening ties with local businesses and limiting dependency on credit cards and any form of central bank digital currencies, promoting the use of cash transactions. As an example of an uprising against the current system, he notices the increasing number of protesting farmers, reaffirming the relevancy of his book's fundamental message today.
Time Stamp References:
0:00 - Introduction
0:37 - Argentina & Ecocide
4:36 - Vandals & Philanthropaths
7:12 - Western Suicidal Ideation
11:49 - Conversations & Questions
13:50 - Gov't Out of Education
18:12 - Truth & Perspective
22:29 - Davos & Javier Milei
27:10 - Broken Window Fallacy
30:09 - Debt Creation Math
34:07 - Inflation is a Policy
35:30 - Order of Collapse?
39:48 - Inflation Comparisons
42:27 - Keynesian Economics
46:28 - Tim's Book - War On Cash
50:22 - U.K. Postal Scandal
53:08 - Clarkson's Small Farm
55:21 - Worse Worsening
57:05 - Wrap Up
Talking Points From This Episode
- Tim Price criticizes global institutions and policies that affect farming and fishing, urging a deeper analysis of their impacts.
- Tim believes the idea that government should be involved in any way with education.
- Price calls for skepticism of the debt-based monetary system and questions its sustainability against the rising global debt burden.
Guest Links:
Twitter: https://twitter.com/TimPrice1969
Website: https://www.pricevaluepartners.com/
War On Cash: https://www.pricevaluepartners.com/war-on-cash/
Articles: https://www.pricevaluepartners.com/commentary
Tim's Podcast: https://www.podbean.com/podcast-detail/r42pj-5ec16/State-of-the-Markets-Podcast
Tim's Podcast: https://open.spotify.com/show/1T69Xe0EJ4n0gOO4RD9qv0
Podcast Episode Mentioned: https://open.spotify.com/episode/2y3fkSYmMNxpa7eNE13PIr
Tim's Book:
War on Cash (Amazon): http://tinyurl.com/kkmh6cx6
War on Cash (Free PDF): https://www.pricevaluepartners.com/war-on-cash/
Book Recommendations:
180 Degrees (Amazon): http://tinyurl.com/3vjvpnud
Mises Link - 40 Centuries of Wage and Price Control: http://tinyurl.com/4e5cewc7
The Origin of Wealth - Eric Beinhocker: http://tinyurl.com/5n7652a4
Tim Price has worked in the capital markets for over 30 years. A graduate of Christ Church, Oxford, he spent a decade as a bond specialist before going on to serve as Chief Investment Officer at three separate wealth management firms.
Tim has been shortlisted for five successive years in the UK Private Asset Managers Awards program and was a winner in 2005 in the category of Defensive Investing. He is now co-manager of the VT Price Value Portfolio, a fund investing in Benjamin Graham-style value stocks, and specialist value funds, from around the world. He also co-manages bespoke private client portfolios.
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VIDEO
PROF.
prof.-steve-hanke-dollarization-a
Tom welcomes back Steve Hanke Professor of Applied Economics - Johns Hopkins University.
In this discussion, Professor Steve Hanke emphasizes the potential benefits of dollarization for Argentina's economy. He references the country's history of economic instability, multiple currency and banking crises, and high inflation rates. Hanke suggests that dollarization, similar to the strategies implemented in Ecuador and El Salvador, could lead to a significant reduction in inflation and increase access to long-term credit. He also highlights the success of dollarization in countries like Panama and Hong Kong.
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Hanke argues that dollarization would align Argentina more closely with the United States, making its currency more secure and convertible. He points out that the stability brought by dollarization would create greater opportunities for the demand of Argentinian goods, particularly in the agricultural sector. He also states that dollarization simplifies borrowing and stabilizes foreign exchange, which benefits the circulation of the US dollar.
He dismisses the idea of using gold or Bitcoin as unnecessary especially with a population already highly reliant on U.S. Dollar Notes.
Hanke also addresses the political challenges of dollarization, mentioning that the concept may face opposition from the political class who would lose the ability to borrow money from a central bank. Additionally, he highlights the disproportionate impact of the inflation tax on lower-income individuals, underscoring the importance of maintaining a strong budget.
Time Stamp References:
0:00 - Introduction
0:55 - Argentine Monetary History
6:52 - How To Dollarize
12:37 - Argentina Reserves
14:00 - Gold Backed Peso?
16:07 - Gold Reserves
17:05 - El Salvador & Bitcoin
18:11 - Coinage Provisions?
19:02 - Stability Benefits
24:00 - Exports & Invoicing
25:35 - US Dollar Demand
27:00 - Bond Issuances?
28:10 - BRICS Question?
28:42 - Responsible Politics?
29:12 - Citizenry & Budgets
30:50 - Wrap Up
Talking Points From This Episode
- Argentina attempted to dollarize the economy numerous times but failed due to lack of votes and unsustainable monetary policies.
- Steve Hankey suggested dollarization as a viable solution which would likely cause inflation to plummet and long-term credit to become accessible.
- A dollarized system would create a 'confidence shock' and benefit those on lower incomes by reducing the impact of the inflation tax.
Guest Links:
Twitter: https://twitter.com/steve_hanke
Website: https://thegoldsentimentreport.com
Website: https://www.cato.org/people/hanke.html
Website: https://sites.krieger.jhu.edu/iae/about/co-directors/
Email: hanke@jhu.edu
Steve H. Hanke is a Professor of Applied Economics and Founder & Co-Director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at The Johns Hopkins University in Baltimore.
He is a Senior Fellow and Director of the Troubled Currencies Project at the Cato Institute in Washington, D.C., a Senior Advisor at the Renmin University of China’s International Monetary Research Institute in Beijing, a Special Counselor to the Center for Financial Stability in New York, a contributing editor at Central Banking in London, and a regular contributor to the Wall Street Journal’s Opinion pages. Prof. Hanke is also a member of the Charter Council of the Society of Economic Measurement and of Euromoney Country Risk’s Experts Panel.
In the past, Prof. Hanke taught economics at the Colorado School of Mines and at the University of California, Berkeley. He served as a Member of the Governor’s Council of Economic Advisors in Maryland in 1976-77, as a Senior Economist on President Reagan’s Council of Economic Advisors in 1981-82, and as a Senior Advisor to the Joint Economic Committee of the U.S. Congress in 1984-88. Prof. Hanke served as a State Counselor to both the Republic of Lithuania in 1994-96 and the Republic of Montenegro in 1999-2003. He was also an Advisor to the Presidents of Bulgaria in 1997- 2002, Venezuela in 1995-96, and Indonesia in 1998.
He played an important role in establishing new currency regimes in Argentina, Estonia, Bulgaria, Bosnia-Herzegovina, Ecuador, Lithuania, and Montenegro.
Prof. Hanke has also held senior appointments in the governments of many other countries, including Albania, Kazakhstan, the United Arab Emirates, and Yugoslavia.
#AustrianEconomics #Argentina #Menem #SteveHanke #Inflation #Hyperinflation #CentralBanking #Dollarize #TequilaCrisis #LatinAmerica #Ecuador #Peso #Dollar #CurrencyBoard #USDollar #GoldBackedCurrency #Bitcoin #BRICS
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VIDEO
GARET
gareth-soloway-china's-stock-market
Tom welcomes back Gareth Soloway, President, CEO & Chief Market Strategist for Verfied Investing to discuss the state of Chinese and US markets. Soloway finds the significant divergence between the S&P 500 and the Hang Seng market noteworthy. The S&P 500 is ascending, while the Hang Seng market is grappling with multi-year lows. He cites crackdowns on businesses, trade tariffs, and the global investment shift away from China as some of the challenges China is facing. Soloway also refers to the problematic economic stimulation in China via construction of vacant cities.
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Soloway warms of several trends that may affect the broader economy, such as layoffs from major corporations, the increase in artificial intelligence (AI), and possible recessions. AI, while it could lead to cost reductions, might result in significant job losses and impact the economy negatively. He also comments on the maturation of the Bitcoin market and the stagnant activity in the gold market, suggesting economic impacts surrounding these markets.
Soloway predicts a drop in oil prices by the end of the year and points to increased US production as a factor in making the US energy independent. He identifies natural gas as a riskier investment, despite potential short-term upsides. He sees a gloomy outlook for copper, hinting at numerous recessions, including those in Europe, the UK, and China.
Market psychology greatly affects the overall market conditions and investment decisions. The market's reaction to significant company announcements, such as Netflix's recent positive news, demonstrates this. Even if these companies are not top-tier, their impact on the market and investors is significant. Soloway notes that considering variables like job reports and inflation is crucial for anticipating market trends and warns that competition may erode big tech companies' margins in the future.
Time Stamp References:
0:00 - Introduction
0:44 - U.S. & China Markets
3:55 - U.S. Stimulus & Assets
5:00 - Trillions & Rates
6:24 - China & Hang Seng Index
9:23 - Rate Cut Expectations
11:03 - Earnings & Layoffs
14:40 - Bitcoin Sector & ETFs
17:00 - Gold Markets & Trends
20:03 - Silver & Industry
21:55 - Oil & Natural Gas
24:34 - Copper Run & Recession
27:14 - Global Recession Risk?
28:18 - Earnings & Psychology
31:00 - Ratings & Stock Chasing
33:53 - A.I. Narratives
36:15 - Wrap Up
Talking Points From This Episode
- The divergence between the S&P 500 and the Hang Seng market may indicate future downturns in the US markets.
- Large-scale layoffs and the rise of AI might heavily impact the job market and economy leading to a possible recession.
- Despite the potential for short-term gains, natural gas represents a risky investment given the vast production volume.
Guest Links:
Twitter: https://twitter.com/GarethSoloway
Website: https://inthemoneystocks.com/
Website: https://verifiedinvestingcrypto.com
Website: https://verifiedinvestingeducation.com
LinkedIn: https://www.linkedin.com/in/gareth-soloway-60827953/
Gareth Soloway is the Chief Market Strategist and an avid swing and day trader. He studied Economics at Binghamton University and quickly excelled as a financial adviser. However, his true passion lied in swing and day trading. Believing that shorter-term investments could help investors make more money and profit during market downturns, Gareth dedicated his nights to studying charts and price action.
In 2004, Gareth left the financial industry to trade his own money and study technical signals. It was during this time that he met Nicholas Santiago, and they collaborated to develop the PPT Methodology. They spent days trading stocks and futures together, and nights refining their trading system.
In 2007, Verified Investing was launched with the perfected PPT Methodology. Gareth's goal was to help average investors outperform hedge funds and traders on Wall Street by teaching them the methodology and sharing his trades live. Gareth has maintained an over 80% success rate on swing trade alerts and a confirmed 94% success rate on day trades. He has given lectures at colleges, trained hedge fund traders, and taught thousands of investors how to achieve financial independence through trading.
Gareth lives life to the fullest and dedicates himself to teaching his members the PPT Methodology, helping them achieve their financial dreams.
#garethsoloway #Fed #Inflation #Recession #Debt #China #Rates #Silver #Stimulus #Oil #Copper #NatGas #AI #BTC #NetFlix #Earnings #Ratings #Tesla
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PALIS
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Mike Swanson and David Skarica have been vocal over the past year that a paradigm shift would occur. The negative correlation between gold and the general equities would remain in place, but reverse course.
With the decline in general equities and the steep rise in gold stocks, something has certainly changed. In this Google Hangout, we examine several charts in order to look at the current state of the markets.
David Skarica is the publisher of addictedtoprofits.net. Mike Swanson is the publisher of wallstreetwindow.com
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what-is-the-big-picture-in-gold
In this video, we explain the big picture in Gold, the catalysts for 2022 and what is needed to happen for Gold to begin a real bull market that lifts it to $3,000/oz and much higher.
Get my top stock pick & largest holding:
https://thedailygold.com/top-stock-pick
Subscribe to Jordan's Channel: @TheDailyGold
To subscribe to our newsletter and get notified of new shows, please visit http://palisadesradio.ca
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JEFFR
jeffrey-christian-from-boom-to-bust,
In this episode of Palisades Gold Radio, host Tom Bodrovics speaks with Jeff Christian, Managing Partner of CPM Group. Jeff discusses his background and what brought about the creation of the CPM Group.
CPM Group's research department was established in the late 1960s to gather data and estimate supply and demand for gold and silver as the gold standard was ending and silver was being removed from coinage and currency systems. The company has a strong track record of accurately projecting prices due to their continuous gathering of data and maintaining a global network of contacts.
*Palisade Radio Links:*
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Jeff discusses the recent demand for gold from investors has been high, with net investment demand for physical gold totaling 25, 26, and 24 million ounces in the last three years. This level of demand tends to cause an increase in gold prices, as seen by record annual average gold prices every year for the past four years. The price of gold has increased significantly since 2000 and is expected to continue to rise in 2024 and 2025 due to several macroeconomic drivers.
Despite inflation coming down and interest rates rising, investment demand for gold remains strong. Governments and central banks are buying gold to diversify their reserves and reduce reliance on the US dollar. China, in particular, has a growing appetite for gold due to centuries of political disunion and civil wars, making the yellow metal a safe haven for them.
Jeff discusses the impact of The Shanghai Gold Exchange in taking some market share from London, with Chinese investors paying higher premiums for gold compared to the West. The Chinese currency's lack of free trade also affects gold prices in the country. While some gold has moved to China, there are still multiples of the amount of gold built up in Switzerland over the last 10-20 years.
The amount of gold being mined is down somewhat from its peak due to reduced exploration and development spending during a period of lower gold prices. However, higher gold prices in recent years have led to an increase in investment in exploration and development. The capital markets tend to be short-term and cyclical, which can create challenges for long-term financing needs in the industry.
Lastly, Jeff discusses the lack of interest from investors and speculators in gold miners is due to a range of issues, including changes in the equity markets and institutional investment practices. The gap between the performance of smaller companies and large companies has never been wider, making it more challenging for smaller mining companies to access capital.
Time Stamp References:
0:00 - Introduction
0:30 - CME Research History
7:18 - Recent Gold Demand
10:10 - Main Macro Drivers
12:48 - CME Gold Outlook
17:44 - Fed Rates Normalizing?
20:12 - U.S. Debt Servicing
29:16 - Dollar & Euro Demand
31:38 - Dot Plots & Projections
33:10 - Gold & Election Uncertainty
36:48 - Media Narrative Divide
38:40 - Impact of Bitcoin
40:30 - Demand During Crisis?
44:42 - Lower Rates & Gold?
47:34 - China & Gold
50:55 - Shanghai & Pricing
54:14 - Production & Demand
55:20 - Miners CapEx & Supply
59:58 - Silver's Role
1:01:02 - Strategic Role?
1:04:15 - CBDCs & Hyperinflation
1:10:32 - Wrap Up
Talking Points From This Episode
- CPM Group's gold research spans 30+ years, providing unbiased data & analysis.
- Outlook for gold through 2024/2025 and why demand remains high.
- Thoughts on the Dollar, Treasuries and the long-term debt of the United States.
Guest Links
Twitter: https://twitter.com/CPMGroupLLC
Website: https://www.cpmgroup.com/
Questions Email: info@cpmgroup.com
YouTube Link: https://www.youtube.com/c/CPMGroup/videos
Jeffrey Christian is the Managing Partner of the CPM Group. He is considered one of the most knowledgeable experts on precious metals markets, commodities in general, and financial engineering, using options for hedging and investing purposes. He is the author of Commodities Rising 2006.
Jeffrey Christian has been a prominent analyst and advisor on precious metals and commodities markets since the 1970s, with work spanning precious metals, energy markets, base metals, agricultural markets, and economic analysis. The company was founded in 1986, spinning off the Commodities Research Group from Goldman, Sachs & Co and its commodities trading arm, J. Aron & Company.
He has advised many of the world's largest corporations and institutional investors on managing their commodities price and market exposures and providing advisory services to the World Bank, United Nations, International Monetary Fund, and numerous governments.
#JeffreyChristian #Gold #Silver #GoldMarket #InvestmentDemand #Economy #CentralBanks #USDollar #InterestRates #Inflation #China
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EP:54
ep-54-palisade-metals-market-update-gold
Jordan Roy-Byrne provides a mid-week market update for the precious metals space.
Tune in to find out…
• New and important support targets for gold
• Significant factors that can drive gold lower
• 5 gold bear markets compared (chart comparison)
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CHRIS
chris-rutherglen-gold's-cycle-highs-are
To subscribe to our newsletter and get notified of new shows, please visit http://palisadesradio.ca
Tom welcomes a new guest Chris Rutherglen. Chris has a Ph.D. and is a Semiconductor Engineer and has an interesting approach to cycle analysis of the gold price. In 2003 he became interested right out of university in metals. This was around the 2003 cycle low for gold. This led him to value investing. After graduate school, he obtained his CFA Levels.
Chris explains his interesting charting approach to projecting the future price for gold by contrasting it against money supply and annual mine supply. These levels give you a reference benchmark and seem useful for judging resistance levels and timing the market cycle. Understanding the growth in the money supply is key.
He shows several charts of gold's historic price along with the percentage gains. There are two key cycles of 7.5 years and 15 years to watch. Chris notes that the biggest performance gains are likely to occur on the way to $3000+ gold. He expects a strong move upwards during 2022 and 2023 then a significant pullback which will become another great buying opportunity.
Chris details his thoughts on the dollar and where it could go during its three and fifteen-year cycles. There doesn't appear to be much strength left in the dollar and we should be in for a further decline soon. The mid-point of this decade is a likely target for gold reaching its high.
Lastly, he details his thoughts on Comex gold futures including deliveries and premiums.
Time Stamp References:
0:00 - Introduction
0:57 - His Background
3:54 - Gold Price Models
7:02 - Cycle Levels for Gold
10:13 - Cycle Levels & M2/CPI
13:00 - Current Cycle Position
16:55 - Model Price Levels
19:23 – 7.5 Year Cycle-Low 2008
20:07 – The 70s/80s+ Gold Cycles
22:01 - Present Advancing Phase
24:13 - Gold's Two Cycles
27:15 - Path to $3000
31:22 - US Dollar Cycles
35:49 - Gold & USD
38:47 - All Sector Debt/M2
43:25 - Gold's Path to 7K
44:46 - 45-Year Cycle
45:33 - 1970s Comparison
50:00- Gold to Fed Funds Rate
53:37 - Comex Gold Futures
57:05 - Comex Deliveries
1:01:09 - Max Pain Threshold
1:06:10 - Concluding Thoughts
Talking Points From This Episode
- Charting and projecting gold future performance.
- Golds cyclical patterns of 7 and 15 years.
- Comparing the 70s move to today.
- Analyzing Comex gold futures and deliveries.
Guest Links:
Twitter: https://twitter.com/CRutherglen
Chris Rutherglen is a private investor whose primary occupation is in science & engineering with a focus on novel semiconductor devices for microwave and mm-wave applications. He first began investing in the precious metal space in 2003 and has done well following a value-oriented investment approach. Although he has never been employed in the finance/in
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KEITH
keith-weiner-fed's-actions-could-push
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Tom welcomes back Keith Weiner, to the show. Keith is the President & Founder of Gold Standard Institute USA and CEO of Monetary Metals.
Keith discusses how he makes his market forecast and why he begins with ruling out certain data. He examines the basic price for metals and looks at the spread compared to futures to determine market inventory. This was the hardest year to predict because we stand at a fork in the road for the Fed. Should the Fed hike rates there will be some sort of serious consequences.
There is a lot of uncertainty at the moment and we see that uncertainty with the dollar. People are starting to question the value of the dollar and considering alternative options. Gold is the constant measure of economic value and Bitcoin does not share that key characteristic. He doesn't believe it's money and that it is not sound. It also lacks the tangible physical aspect.
In an environment of capital controls being implemented gold and silver become increasingly useful. They also become useful in emergencies and can bring real options in a crisis
The M1 money supply doesn't have a good correlation to gold and that is because it doesn't work the way people believe.
People believe that inflation is everywhere a monetary phenomenon but it's more complex than many believe. There are regulatory issues with the production of goods today that inflate prices and many of these are not monetary related.
Gold tends to recover quickly in a market crash due to its characteristic value, especially when compared with equities and other paper assets.
Silver has more of a speculative component than what we see with gold. This causes silver to have different market dynamics.
Lastly, Keith discusses some price targets for gold and where it may head this year. He believes the Fed reaction and any rate hikes will be quite limited.
Time Stamp References:
0:00 - Introduction
0:35 - Report & Predictions
8:54 - Report Accuracy
12:35 - Gold & Bitcoin
17:13 - Capital Controls
19:13 - Fed & Ukraine
20:55 - M1 & Gold
24:05 - Rates & Inflation
28:05 - Rates & Gold
32:55 - Crashes & Gold
35:38 - Gold Vs. Silver
40:02 - 2022 Price Targets
42:14 - Wrap Up
Talking Points From This Episode
- His latest report, market uncertainty and the difficulty of making predictions.
- The many causes of inflation and the effects of poor regulations.
- Gold and silver as safe-haven assets and why Bitcoin lacks important characteristics.
Guest Links:
Twitter: https://twitter.com/RealKeithkWeiner
Website: https://monetary-metals.com
Website: https://goldstandardinstitute.net
Facebook: https://www.facebook.com/keith.weiner.5
Keith Weiner earned his Ph.D. from the (non-accredited)
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https://www.youtube.com/watch?v=ElIW6v8QJ7M
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Created
1 month ago
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video/mp4
English