Jayant Bhandari – Reevaluating The Overall Narrative For Gold, Resource Companies Trying To Conserve Cash
Jayant Bhandari, Private Investor, joins us to share his thoughts on the gold narrative we have all heard where high inflation and negative real rates should be major drivers to the gold price. Unfortunately over the past few years we are decades high inflation and deeply negative real rates but gold has not gone to all-time high price levels. It’s been the US Dollar that has been the safe haven play. This has us discussing what could actually drive gold and how the precious metals could diverge from the broad markets.
We also discuss the environment for the the resource stocks. We keep hearing that companies are holding back on news and conserving cash. Jayant shares what he is looking for and would like to see in terms of the sector.