This compilation of financial insights includes videos from Arcadia Economics, Commodity Culture, WTFinance, and Liberty and Finance.
It is common knowledge that central banks have been breaking records in terms of gold purchases since 2022. This trend started when Russia faced sanctions, had its assets frozen, and was eventually expelled from the SWIFT system. However, after two years, one might wonder about the current mindset of central banks and why they have been increasingly relying on gold. In today’s episode of the Arcadia Economics show, Vince Lanci delves into this topic by analyzing a recent gold market report. He discusses the shift from market volatility to fragility and sheds light on how central bankers are interpreting the present circumstances.
The surprising aspect of this year’s surge in silver prices is that it has occurred despite a stronger dollar and higher yields. Despite the fact that the Federal Reserve has not yet implemented rate cuts, and although the US 10-year bond yield has decreased in the last 2 months, it remains 10 basis points higher than when silver’s upward trend began. John Lee from Silver Elephant recently joined Arcadia Economics to discuss the factors behind the rally, the reasons behind the rise in gold and silver prices despite challenging market conditions, and the effects of recent geopolitical tensions. He also highlighted the vulnerability of the silver market to mainstream inflows due to its relatively small size, and shared his insights on the short and long-term outlook for silver prices.
During his interview with Commodity Culture, Simon Hunt highlighted the importance of being cautious about accelerating global conflict, geopolitical upheaval, and the potential threat of a cyber attack on the banking sector. He emphasized the significance of holding physical gold and silver as a means of mitigating these risks. Additionally, Simon shared his insights on the outlook for copper and oil, while shedding light on how the media has led the West astray in its perceptions of Russia and China.
In the latest installment of the WTFinance podcast, I had the honor of hosting Adam Rozencwajg once again. Adam serves as the Managing Partner at Goehring & Rozencwajg Associates. Our discussion delved into Adam’s perspectives on energy markets, the continued undervaluation of these markets, his belief in the significant undervaluation of US LNG, as well as topics such as Uranium, precious metals, and beyond.
David Woo, a former top Wall Street macro strategist, expressed his concern about the erosion of trust in the American people. During an interview with Liberty and Finance, he highlighted the strengthening alliance between Russia and China, evident in P---n’s recent visit to China. Woo further predicted that China would expedite the diversification of their US dollar holdings by investing in gold. According to him, this shift towards gold is a highly positive development for the gold market, marking a significant milestone in the past decade.
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Arcadia Economics
Premiered Jun 5, 2024
By now you’re probably well aware that the central banks have been setting records for the amount of gold purchased since 2022. A trend which began after Russia was sanctioned, had its assets frozen, and was then subsequently kicked out of the SWIFT system.
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But after 2 years, where does that leave the mindset of the central banks? And why have they been turning to gold in particular?
Vince Lanci digs into the topic in today’s show, as he goes through a recent gold market report, talks about how fragility has become the new market volatility, and explains how the central bankers are looking at the current situation.
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Arcadia Economics
Premiered Jun 5, 2024
Perhaps what’s been most shocking about this year’s silver rally is that the price has made its move in the face of a stronger dollar and higher yields.
The Fed’s rate cuts have still not appeared, and even though the US 10-year bond yield has declined over the past 2 months, it’s still 10 basis points higher than when silver began its move.
So today John Lee of Silver Elephant checks in to talk about the rally, what’s driven gold and silver prices in the face of what are typically adverse conditions for the metals, and the impact of the geopolitical escalations we’ve seen over recent months.
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He also talks about how the small size of the silver market also leaves it vulnerable to mainstream inflows, and what he sees over the short and long term for the silver price from here.
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Commodity Culture
Jun 5, 2024
Simon Hunt sees accelerating global conflict, geopolitical upheaval and a potential cyber attack on the banking sector as risks investors should be aware of, and good reasons to hold physical gold and silver. Simon also gives his outlook for copper and oil, along with explaining why the West has been deeply misled by the media on Russia and China.
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WTFinance
Jun 5, 2024
Interview recorded – 29th of May, 2024
On this episode of the WTFinance podcast I had the pleasure of welcoming back Adam Rozencwajg. Adam is the Managing Partner at Goehring & Rozencwajg Associates.
During our conversation we spoke about Adam’s outlook for energy markets, how the energy markets are still undervalued, why he sees US LNG as being vastly undervalued, Uranium, precious metals and more. I hope you enjoy.
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Liberty and Finance
Premiered Jun 5, 2024
“There’s a complete collapse of trust in the Americans,” says David Woo, a former top Wall Street macro strategist. P---n’s latest visit to China clearly signals that the alliance between Russia and China is strengthening. Woo suggests China will accelerate their diversification of US dollar holdings into gold. This is the most bullish gold development that has happened in the last 10-years, he says.
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