38 min

EP. 8 Global Perspectives: April, 2020 Interview with Alex Stanczyk and special guest Duncan Cameron Physical Gold Fund Podcasts

    • Investing

Topics Include:

*Covid-19 Stay-At-Home update

*US Unemployment Claims have exceeded 26m over the last 5 weeks

*Why a "V" shaped economic recovery is unlikely

*The first crash (wave down) in equity prices has been the most violent in many years

*If this economic crisis were a baseball game, we would still be in the first inning

*Current equity market rally is likely a "suckers rally"

*Patterns from the last Great Depression include: Destruction of businesses in the middle of the supply chain

*End user prices to rise

*First order producers to fail

*Farmers go bankrupt, lose farms

*Rise and Fall of Empires

*US empire in Decline

*China empire on the rise

*During decline of empires other rising nations test the declining empires strength

*US Warships ordered to open fire on any Iranian vessel coming close to US Vessels

*Why we are on the path to the next worlds reserve currency

*How the coming negotiations for the next currency system will be done by sovereigns, and whoever has the largest stockpiles of physical gold will have the greatest negotiating leverage

*Why central banks shifted from net sales to net buys of physical gold

*How the physical reality of physical markets versus futures markets can diverge during crisis

*How the problem in the oil complex is the opposite of the gold complex - there is not enough storage space for oil, while delivery of gold has been constrained

*Scenario where gold could go no-offer, forcing gap ups in price

*US Energy independance, barring government subsidy, is dependant on an oil price above $35/bbl

Topics Include:

*Covid-19 Stay-At-Home update

*US Unemployment Claims have exceeded 26m over the last 5 weeks

*Why a "V" shaped economic recovery is unlikely

*The first crash (wave down) in equity prices has been the most violent in many years

*If this economic crisis were a baseball game, we would still be in the first inning

*Current equity market rally is likely a "suckers rally"

*Patterns from the last Great Depression include: Destruction of businesses in the middle of the supply chain

*End user prices to rise

*First order producers to fail

*Farmers go bankrupt, lose farms

*Rise and Fall of Empires

*US empire in Decline

*China empire on the rise

*During decline of empires other rising nations test the declining empires strength

*US Warships ordered to open fire on any Iranian vessel coming close to US Vessels

*Why we are on the path to the next worlds reserve currency

*How the coming negotiations for the next currency system will be done by sovereigns, and whoever has the largest stockpiles of physical gold will have the greatest negotiating leverage

*Why central banks shifted from net sales to net buys of physical gold

*How the physical reality of physical markets versus futures markets can diverge during crisis

*How the problem in the oil complex is the opposite of the gold complex - there is not enough storage space for oil, while delivery of gold has been constrained

*Scenario where gold could go no-offer, forcing gap ups in price

*US Energy independance, barring government subsidy, is dependant on an oil price above $35/bbl

38 min