29 episodes

Physical Gold Fund presents a series of interviews with some of the world’s finest minds in finance, economics and geopolitics, as well as an occasional insider look into the physical gold industry.

Physical Gold Fund Podcasts Physical Gold Fund Podcasts

    • Business
    • 4.6 • 8 Ratings

Physical Gold Fund presents a series of interviews with some of the world’s finest minds in finance, economics and geopolitics, as well as an occasional insider look into the physical gold industry.

    EP. 10 Global Perspectives: July, 2020 Interview with Alex Stanczyk and special guest Duncan Cameron

    EP. 10 Global Perspectives: July, 2020 Interview with Alex Stanczyk and special guest Duncan Cameron

    Topics Include:

    *Underlying economic indicators continue to worsen

    *Covid19 Update

    *USD strength indicators

    *USD Index

    *Commercial shorts in gold

    *Time spans for 3x and 2x gold price in last bull run

    *All other currencies had already pushed through the the all time high, USD has only now confirmed

    *Global interest rates are some of the lowest in history

    *Gold is up 28.9% YTD

    *Why many financial advisors are negative about physical gold

    • 41 min
    EP. 9 Global Perspectives: June, 2020 Interview with Alex Stanczyk and special guest Ronnie Stoeferle

    EP. 9 Global Perspectives: June, 2020 Interview with Alex Stanczyk and special guest Ronnie Stoeferle

    Topics Include:

    *Monetary policy normalization has failed

    *Fed Balance sheet may grow to as high as $20T

    *All frameworks of normalcy in managing monetary policy have been sacrificed

    *The economic recovery from the economic crash in early 2020 could take years

    *MMT is no longer weird theory and is more likely to be implemented

    *There has already been massive inflation in asset prices

    *Inflation dynamics and psychology

    *The wealth disparity gap is driven by our monetary system

    *The effect of increased institutional demand for gold, portfolio allocations

    *USD Strength and Brent Johnson’s milkshake

    *We are entering a phase where the general public is investing in gold

    *$14T of debt is trading at negative yield and why a portion of this can move into gold

    *Institutional capital moving into gold could have a substantial impact on

    *USD/Gold price

    *Satoshi Nakamoto created Bitcoin with a mindset of looking at it as digital gold

    *Why recessions are not only important but necessary and healthy

    *The Gold/Beer Ratio

    *High correlation of beer drinkers to people in the gold industry (this is real science here)

    *Ronnie’s projection of $4800 gold by 2030

    • 53 min
    EP. 8 Global Perspectives: April, 2020 Interview with Alex Stanczyk and special guest Duncan Cameron

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

    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
    EP. 7 Global Perspectives: April, 2020 Interview with Alex Stanczyk and special guest Duncan Cameron

    EP. 7 Global Perspectives: April, 2020 Interview with Alex Stanczyk and special guest Duncan Cameron

    Topics Include:

    *Gold transfers into China through Russia

    *How the US Dollar is moving towards losing its status as the world reserve currency

    *The rise and fall of empires

    *Full spectrum warfare

    *Why it may not be not possible to accurately estimate China's physical gold reserves

    *How policies during the French yyperinflation resembles "Modern Monetary Theory"

    *The demonization of free speech that disagrees with other ideologies

    *How social conditioning is affecting discussions of inflationary consequences

    *How the Federal Reserve embarking on a junk bond buying voyage is reminiscent of the French Hyperinflation

    *Unemployment numbers are likely higher than reported

    *The Federal Reserve publicly saying they can print an unlimited amount of money pushing people towards a loss of trust in the USD

    *Break down of supply chains are being projected to cause shortages in food supply and potential civil unrest

    *How the economic consequences of the shutdown over coronavirus may be worse than the effects of the disease itself

    *MMT violates basic natural laws and disconnects human from labor, removing all incentive

    *Honest money versus fiat

    • 49 min
    EP. 6 Global Perspectives: March, 2020 Interview with Alex Stanczyk and special guest Duncan Cameron

    EP. 6 Global Perspectives: March, 2020 Interview with Alex Stanczyk and special guest Duncan Cameron

    Topics Include:

    *Covid-19 Coronavirus and Global Financial Crisis II Update

    *How do discern where to find truth

    *Why when living history is lost, it is on the current generation to make the same mistakes

    *Physical gold and silver metals complex globally is sold out

    *Making sense of what assets still make sense

    *The current economic meltdown is not because of coronavirus - the system was already in a state ready for an event to cause the meltdown

    *Younger people may not have seen real capitalism for the duration of their entire lives

    *Kondratieff Wave

    *Roughly 50 year crash cycle and debt forgiveness 'jubilee'- no sowing and reaping and people return to their families

    *Socialist policies being put forward during crisis

    *World is going into compulsory lockdown

    *Why purchasing power of fiat currency goes down over time

    *What is hyperinflation

    *US Treasury yield curve has dropped below 1pct for first time in history

    *Global coordinated central bank easing

    *VIX (Fear index) spiking

    *Oil price wars, Russia vs OPEC

    *Disconnect between gold price and price of gold

    *US Treasury Secretary announces checks cut directly to US citizens

    *Trillions of USD stimulus announced by the US Federal Reserve

    *DOW/Gold Ratio

    *Defense Protection Act - US Factories On Wartime Production

    *Why US Oil Shale producers will be going bankrupt

    *Covid-19 in 148 countries

    *Implications of Swiss refineries shutting down for two weeks

    *Gold anchoring a portfolio

    *Fabrication bottlenecks are not metal shortages

    *Swiss refinery shutdown impacting gold availability globally

    *Gold/Silver Ratio

    *Why people will seek gold and silver to preserve purchasing power as the USD crashes in value

    *The velocity at which people realize USD losing value will start out slowly and then increase rapidly

    *How the residual anger over covid19 and the GFCII can lead to war

    *How the financial system was already in a critical state waiting for a catalyst to set off the chain reaction

    *Why capital is rushing into USD and US Treasuries, and will eventually flow into gold

    *What is Exter's Pyramid

    *MMT and infinite money creation

    *How the entire global financial system is constructed on a base layer of gold

    *What could lead to permanent breakdowns in the supply chain of all nations

    *Practical steps people can take

    • 1 hr 12 min
    EP. 90 The Gold Chronicles: December 2018 podcast with Jim Rickards and Alex Stanczyk

    EP. 90 The Gold Chronicles: December 2018 podcast with Jim Rickards and Alex Stanczyk

    Topics Include:

    *History of gold – Nixon tariffs, and closing the gold window

    *Investment case for gold

    *Why US debt to GDP ratio and increasing debt load creates a systemic problem with specific outcomes, all of which indicate an allocation to gold may be prudent

    *How low gold sentiment in western markets may indicate a key buying opportunity

    *Physics properties of gold, and why gold is a truly non-correlated means of storing wealth that is indestructible

    *Why Physical Gold Fund uses Switzerland as a core component of the logistics and safety chain for the fund’s gold

    *Physical Gold Fund vaulting protocols and governance

    *Refinery Operations

    *Gold market historical performance, current technical indicators and outlook

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