Gold prices are facing a major live test as the market digests hot jobs data, rising yields, and a sudden U-turn in Federal Reserve rate hike expectations. But is this current selloff a sign that the gold bull market is over, or simply a “base camp” pause before the next leg higher?
Jeremy Szafron, Senior Anchor at Kitco News, sits down with Ronald-Peter Stöferle, Managing Partner at Incrementum AG and co-author of the 20th anniversary In Gold We Trust report. Stöferle breaks down why Western investors are panic-selling, how the $140 trillion bond market is rotating into hard assets, and the “creeping remonetization” of gold driven by central banks and emerging markets. Stöferle also outlines the strict fundamental criteria generalist investors are demanding from gold and silver miners today, and exactly what signals to watch before trying to buy the bottom.
In this episode, former Fed advisor Danielle DiMartino Booth, who now heads Quill Intelligence, uncovers hidden forces steering the market into uncharted territory. She explains the stagnation in real job growth and why the current inflation and strong US macro narrative might be misleading. Danielle explains how gold can be a safer haven and what’s going on with Bitcoin. She worries about new Fed’s chair Kevin Warsh’s being tested too soon, which could harm his independence. In this episode you will discover long-term trends in employment, credit, and housing. Perfect for investors seeking a clear view of the economic landscape.
Chief Economist Daniel Lacalle breaks down inflation, interest rates, liquidity, the SpaceX IPO, de-dollarization, gold, silver, oil, and the growing risk of global economic stagnation.
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