Recent wild volatility in markets has led us to reflect ongold, so we thought why not chat with the man who’s spent more time than most thinking about the precious metal… Dirk Baur.
Dirk was kind enough to share his wisdom from his decades of observing and analysing gold, as well as a host of other metals.
We learn how gold & gold equities perform in crisistimes, whether silver really is a safe haven, if we should consider PGMs as precious metals, the likelihood of bitcoin disrupting the gold bull market, why the GDX is not what it seems plus plenty more.
Enjoy the chat!
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TIMESTAMPS
00:00 Introduction
02:20 Is gold undervalued?
04:45 Safe haven vs hedge
09:55 Gold being trusted
12:25 Gold equities vs gold
15:58 Where does silver go from here?
19:50 Are the studies too short-dated
25:23 Negative return asymmetry in commodities
29:41 Unbacked gold claims
31:07 Have ETFs distorted gold
33:27 Gold ETF vs individual stocks
37:10 Central banks pushing gold
40:01 The gold standard
41:47 Green gold
47:15 Stablecoins
48:43 Tether in gold
49:59 Gold predictions
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PARTNERS
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· Sandvik Ground Support – The only ground supportyou’ll ever need
· Cross Boundary Energy – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 ……………
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DISCLAIMER
All information in this podcast is for education andentertainment purposes only and is of general nature only.
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