Unearthed

World Gold Council
  • 5.0 (4)
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  • UPDATED MONTHLY

Join the World Gold Council’s market strategists for informative and insightful discussions with global thought leaders. Together, we’ll unearth golden insights spanning macroeconomics, investment and consumer trends, geopolitics, technology, trust, supply chains and more.

  1. 2D AGO ·  VIDEO

    Unearthed: The New Macro Playbook ft Rebecca Patterson

    This episode was filmed on 19 March 2026. In this episode of Unearthed, hosts Joe Cavatoni and John Reade sit down with Rebecca Patterson, globally respected macroeconomic investor, Vanguard board member, and Senior Fellow at the Council on Foreign Relations, to unpack the fast-moving and increasingly complex global economic landscape. The conversation explores how geopolitical risk has moved to the forefront of investment decision-making, prompting companies and countries to rethink globalisation, supply chains, and resilience strategies.  Rebecca shares her perspective on the biggest macro surprises of 2026 so far, including geopolitical shocks, rising energy prices, and a dramatic shift in monetary policy expectations. What began as a consensus for rate cuts has quickly turned into a more uncertain outlook, with central banks now balancing persistent inflation against slowing growth. Subscribe to Unearthed wherever you get your podcasts and visit Goldhub.com for more insights. About World Gold Council We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. Terms & Conditions | World Gold Council   Notable Quotes “We are moving structurally into a different inflationary environment.” – Rebecca Patterson “It does feel to me certainly that we’ve started this year with a bang… it feels as if the whole timeline of 2026 has really been compressed into the first quarter.” – John Reade “It’s basically the equivalent of adding an entire Sweden to the US economy each year.” – Rebecca Patterson “Those two things go hand in hand… the trade decisions impact the capital flow decisions.” – Rebecca Patterson “If I were looking at the gold market… I would certainly be leaning towards buying, not selling.” – Rebecca Patterson “We get this question a lot… is it really a dropping of dollar-based assets, or is it something more complex?” – Joe Cavatoni “There is no alternative to the US dollar really… if there is to be one potential alternative, then gold is certainly playing a role.” – John Reade “Things are moving so unexpectedly, so fast.” – Joe Cavatoni

    32 min

  2. APR 17

    Unearthed: Central bank gold transactions and strategies

    This episode was recorded on 10 April 2026. In this episode of Unearthed, hosts Joe Cavatoni and John Reade explores recent Central Bank activity in the gold market.  Following years of record-high buying, recent headlines have highlighted sales, swaps, and reserve shifts across countries like Turkey and France. The episode explains how these moves reflect active, management - using gold as a liquid asset to support currencies, manage reserves, and respond to economic pressures. Subscribe to Unearthed wherever you get your podcasts and visit Goldhub.com for more insights. About World Gold Council We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. Terms & Conditions | World Gold Council

    7 min

  3. MAR 9

    Unearthed: Navigating Gold's New Volatility Among Geopolitical Conflict

    This episode was recorded on 3 March 2026. In this episode of Unearthed, Joe Cavatoni and John Reade unpack gold’s sharp reaction to escalating conflict in the Middle East. The hosts discuss gold’s initial surge following geopolitical tensions, before levelling out as markets absorbed the shock. The conversation covers impacts on global gold supply chains, broader implied volatility trends for gold, and a changing investor base. The hosts also explore how gold’s rally, which began in 2024, has evolved. Looking ahead, investors should expect elevated volatility to persist amid ongoing geopolitical risks and disruptive global policy dynamics — conditions that are shaping not just gold, but broader financial markets in 2026. Subscribe to Unearthed wherever you get your podcasts and visit Goldhub.com for more insights. About World Gold Council We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. Terms & Conditions | World Gold Council

    8 min

  4. FEB 19

    Unearthed: The New Shape of Gold Demand in China ft. Roland Wang, CEO of World Gold Council China

    In this episode of Unearthed, hosts Joe Cavatoni and John Reade examine the shifting dynamics in China - the world’s most important gold market for more than a decade. They are joined by Roland Wang, Regional CEO for China at the World Gold Council, to explore how gold demand is evolving amid economic headwinds, changing consumer behaviour, and rapid innovation. As real estate’s role as a primary store of value wanes, Chinese households are increasingly diversifying into gold in various and innovative ways. The conversation also dives into the transformation of China’s jewellery market, including the rise of “hard pure gold”. While consumer confidence remains a key challenge in this high price environment, the episode highlights why China’s gold market remains diverse, sophisticated, and structurally resilient. Subscribe to Unearthed wherever you get your podcasts, and visit Goldhub.com for more insights.   Notable Quotes “Real estate was a big piece of savings and now people are moving into portfolios and diversification.” – Joe Cavatoni “For more than 10 years, China has been the most important market for gold.” – Joe Cavatoni “The investment demand overpassed the jewellery demand in China. It’s never happened before.” – Roland Wang “Consumers still like to buy it because they buy not only for the appearance, but also for the gold value behind it.” – Roland Wang “One of the leading gold ETFs in China attracted more than 40 million customers.” – Roland Wang “The increase in popularity amongst the Chinese ETFs has been a really big part of the story in gold, particularly over the last 12 months” – John Reade   About World Gold Council We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. Terms & Conditions | World Gold Council

    28 min

  5. FEB 13

    Unearthed: Gold Price Surge and What It Means for Investors

    This episode was recorded on February 10th, 2026. In this episode of Unearthed, Joe Cavatoni and John Reade, Senior Market Strategists at the World Gold Council, discuss the recent dynamics of the gold market, focusing on the significant price movements in January, the volatility expected in the coming months, and the influence of Asian markets on gold demand. They also delve into the implications of the U.S. economic landscape, including the nomination of a new Fed chair and its potential impact on gold investments. The conversation highlights the importance of understanding market trends and investor sentiment in navigating the gold market. Subscribe to Unearthed wherever you get your podcasts and visit Goldhub.com for more insights. About World Gold Council We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. Terms & Conditions | World Gold Council

    8 min

  6. JAN 14

    Unearthed: Geopolitics, Volatility & the Case for Long-Term Gold Allocation

    This episode was recorded on January 6th, 2026. In this episode of Unearthed, John Reade and Joe Cavatoni, Senior Market Strategists at the World Gold Council, kick off the new year with an update on the state of the gold market, exploring the factors influencing gold prices, including geopolitical tensions and ongoing economic conditions. They emphasise the importance of strategic allocation to gold in investment portfolios, distinguishing between short-term tactical trades and long-term strategies.  Subscribe to Unearthed wherever you get your podcasts and visit Goldhub.com for more insights.   About World Gold Council We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. Terms & Conditions | World Gold Council

    10 min

  7. 12/18/2025

    Unearthed: Gold's Breakout Year & Outlook for 2026

    This episode was recorded on December 10th, 2025. In this year-end episode of Unearthed, Joe Cavatoni and John Reade, Senior Market Strategists at the World Gold Council, recap an extraordinary 2025 for gold, marked by more than 50 all-time highs and ending the year comfortably above US$ 4,000/oz. Looking ahead, they share their 2026 outlooks, driven by expected rate cuts, a softer dollar, and a cooling US economy. Subscribe to Unearthed wherever you get your podcasts and visit Goldhub.com for more insights.   Additional Resources: Gold Outlook 2026: Push ahead or pull back   About World Gold Council We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. Terms & Conditions | World Gold Council

    7 min

  8. 12/12/2025

    Unearthed: Wholesale Digital Gold ft. Allan Guild, Hilltop Walk Consulting

    In this episode of Unearthed, hosts Joe Cavatoni and John Reade, Senior Market Strategists at the World Gold Council, are joined by Allan Guild, Director at Hilltop Walk Consulting and long-time partner to the World Gold Council. Together, they explore a major innovation poised to reshape how gold is traded, owned, and integrated into global financial infrastructure: Wholesale Digital Gold and the introduction of Pooled Gold Interests (PGIs). Joe and John walk through the implications for market participants, from clearing banks and exchanges to ETF issuers and digital asset innovators. Allan also shares an update on the project's development, the upcoming pilot program in the London OTC market, and key milestones that will signal progress as PGIs move from concept to operational reality. Subscribe to Unearthed wherever you get your podcasts, and visit Goldhub.com for more insights on gold markets, innovation, and investment trends.   Notable Quotes “When we hear a lot about crypto and technology and digitization, there’s not a lot being said about the gold market that’s actually really changing. Maybe wholesale digital gold can fill that opportunity gap and bring us into a more modern era.” – Joe Cavatoni “Right now, you've got a universe of participants that support the gold market, but I’m hearing about a market that will allow those that may not have a full vault or custodian capability to be more active.” – Joe Cavatoni “We’re seeing something like $250 billion of gold changing hands every day… so physical gold works. I'm interested to hear what wholesale digital gold can do to improve a market that’s performing pretty well.” – John Reade “Gold is a unique asset with this combination of a physical market and a financial market. Wholesale digital gold can address the gaps that stop gold from being a top-tier financial asset in terms of its utility.” – Allan Guild “PGIs are uniquely positioned to power a future set of digital end-user products in the gold market.” – Allan Guild   About World Gold Council We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. Terms & Conditions | World Gold Council

    20 min
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Ratings & Reviews

5
out of 5
4 Ratings

About

Join the World Gold Council’s market strategists for informative and insightful discussions with global thought leaders. Together, we’ll unearth golden insights spanning macroeconomics, investment and consumer trends, geopolitics, technology, trust, supply chains and more.

Information

  • Creator
    World Gold Council
  • Years Active
    2023 - 2026
  • Episodes
    44
  • Rating
    Clean
  • Copyright
    © 2023 Unearthed | World Gold Council
  • Show Website
    Unearthed

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