EPISODE · Mar 18, 2024 · 1 MIN
**Founders: Goldman's Copper, Gold, Silver Report Podcast
from GoldFix · host VBL
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribeHousekeeping: Founders Early Look. This recording will be released to Premium Subscribers later in the week. The report discussed is here Read, listen, or follow along as requested by 2 Founders who drive more than they’d like to and cannot read.Based on feedback (comments, DMs likes etc), we may do more of these as needed.Find attached:* A dry read through of Goldman’s latest Metals report focusing on Copper and Gold with substantive implications for Silver. * Exhibits.* GoldFix comments where appropriate, are isolated at the end of each section to minimize flow interruption.Thank you.Topic Timestamps:0:00- A turn in the industrial cycle.2:16- China’s green policy put.4:53- Europe’s price stimulus.6:52- Copper’s supply shock progresses.10:40- Gold’s bullish reawakening.* 13:30 - Extended translation/ Gold comment.21:18- Aluminium’s China import surge.24:30- Iron ore’s sobering sell-off.27:26- Final word on this report’s implications. Exhibits 1 through 19:
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**Founders: Goldman's Copper, Gold, Silver Report Podcast
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