The relationship between gold and credit bubbles
Dan Oliver joins us today to discuss the relationship between gold and credit bubbles. When credit bubbles are inflating investors are more interested in riskier assets which shift the focus away from gold. It is when these credit bubbles start to roll over that we see gold preform better. Where do we stand right now? Listen and find out.
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Just listened to this hour long podcast with Grant & Willem Middelkoop. Very interesting. I had not heard this before. Thanks for posting this.
I looked up his fund….. That also looks very good; one of the better Euro denominated funds at first glance. Fees are a bit high (2+20 & redemptions) but I like the make-up of the holdings and their stated goal to be flexible and switch from PMs to Uranium/other opportunities over time. May have to save up 🙂
It’s €25k to join.
Anyone who manages their own money and wants
1) to figure out a thing or 2 about macro/the macro puzzle
and
2) get some investment ideas
owes it to him(her)self to subscribe to RealvisionTV.
That’s hands down the BEST bang for the buck you’ll spend on any financial education website that’s out there currently.
My 2cts.
LPG
Agreed. Will have to subscribe now 🙂
Thanks for posting this interview CFS.
Although non-intended, it helped me w. something. 🙂
Cheers,
LPG
The economy?
does not seem that great to me.
I posted this elsewhere, but it is worth listening to again. The reason gold is taking off is because of its inclusion in SDRs; which will replace the US dollar soon as a world trading currency.
http://www.macrovoices.com/macro-voices-research/podcast-mp3-files/277-mv-rvtv-2016-08-28-willem-middelkoop
This hiatus is a seasonal one; heightened by financial blogs perhaps, that have been calling for a pullback.
Nothing goes straight up indefinitely. The talk of Fed action is a smoke screen. The drivers of the gold market are primarily the Asian buyers, plus perhaps a few big investors/hedge funds.