This compilation of financial insights includes videos from Sean Foo, Commodity Culture, Palisades Gold Radio, Arcadia Economics, and Bix Weir.
Sean Foo talks about the massive gold buying from China, Poland, and Singapore as US Dollar dominance declines.
Adam Rozencwajg, an expert on the energy space joins Commodity Culture to discuss why energy demand is massively misunderstood.
Private investor and engineer Chris Rutherglen joins Palisades Gold Radio to talk about the interest rate effect on gold’s breakout.
Steve Cope of Silver Viper Minerals joins Arcadia Economics to discuss how a dramatic outperformance awaits silver in 2024.
Bix Weir talks about the Silver Institute wanting to be on our side.
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Sean Foo
Feb 7, 2024
As we roll into 2024, central banks are not going to stop buying gold. In 2023, the top three buyers were China, Poland and Singapore, completely different economies that all recognise the risk of holding US dollars and the need to diversify into physical gold. Here’s why gold buying by both central banks and private investors won’t stop in the years to come!
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Commodity Culture
Feb 7, 2024
Adam Rozencwajg is an expert on the energy space and in his view, the sector is a must-own for a multitude of reasons he outlines in this interview. Adam provides his in-depth investment thesis for oil, natural gas and uranium, along with explaining why so many investors misunderstand the delicate balance of supply and demand when it comes to energy.
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Palisades Gold Radio
Feb 7, 2024
Tom welcomes back private investor and engineer Chris Rutherglen for an in-depth analysis of gold and it’s valuations. Chris explains his process for analyzing the long-term and short-term price fluctuations to find the opportune timing for the markets.
Chris delves into the causes behind price fluctuations of gold and patterns for future price predictions. He uses a data-driven method, contradicting narrative-driven strategies. His focus is the relationship between gold prices and real yields, and the importance of logarithmic scale presentations. Rutherglen also presents a formula based on the assumption that the world’s investable gold supply’s market value is directly proportional to the USD money supply’s market value.
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Rutherglen points to inconsistencies between Treasury Inflation-Protected Securities (TIPS) and the Consumer Price Index (CPI). He asserts that TIPS does not accurately reflect the inflation rate, causing it to differ from the gold inflation expectation. Arguing the CPI underestimates inflation, Rutherglen develops a model to calculate key gold price drivers that can predict gold prices accurately.
The connection between gold prices and interest rate cycles is explored, including the impact of the Fed funds rate. When interest rates peak, anticipation of falling short-term rates cuts the ten- and two-year yields, which can cause a jump in gold prices—usually during economic slowdowns. Rutherglen also delves into the futures market, suggesting that previous interest rate cycles guide future gold prices.
Finally, Rutherglen admits initial error regarding the Federal Reserve’s hiking rates impacting his $3,000 gold price target. Low rates have brought it closer to the target, with an expected increase in the money supply and potential 2026 or 2027 recessions in mind. This broad financial perspective, aimed at removing uncertainty, should help investors find stable investment strategies.
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Arcadia Economics
Premiered Feb 7, 2024
With many feeling what’s required for a more significant rise in the silver price is to see the mainstream investment funds begin buying, there was another positive step in that direction this week. As #CNBC published comments from a report by mega-bank UBS that it expects gold to hit $2200 in 2024, and that it expects a ‘dramatic’ outperformance by silver as the Fed begins cutting interest rates.
To talk about UBS’ report, and how the mining sector is faring amidst what’s been a prolonged bear market, Steve Cope of Silver Viper Minerals joins me on the show to break it down.
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RoadtoRoota
Feb 7, 2024
I had a short conversation with Michael DiRienzo, the President of the Silver Institute, about the current reporting shortfalls in their Annual Silver Survey. It was an interesting discussion…I told him what my numbers are showing and he told me how long he’s been in the industry and how he created the laws around the Silver Eagle Program. Yes, it was a very disconnected conversation but at least it was cordial and he said to call him “anytime” which I plan on doing as more is discovered. I have given up on changing the COMEX pricing mechanism for silver but we should ALL keep the pressure on the entities that are supposed to Report on the Supply/Demand Dynamics of silver. That’s where lying, cheating and misinformation SHOULD NOT be tolerated!
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