**Founders: Gold's Path Forward

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: This will be shared with Premium in 2 days under the same name. Also find: CPI preview reports from GS, BOA, and CITI at bottom.Comment: Tomorrow is also Fed Day at 2pm. Be ready for amateur hour at 8:30 on CPI. We will cover Fed Day tomorrow morning. CPI that comes in hot will hit Gold. The question is, does CPI matter….. unless it is astronomically high.BTW.. I did not forget about the books.. Am just underwater trying to source them. Founders are guinea pigs sometimes!!!Gold's Path Forward NotesPodcast Purpose* Primary Focus: Analyze the potential behavioral trends for gold over the next three months, not predicting price but predicting behavior, using historical data on price and open interest.* Historical Context: Understand how the market digests different players (CTAs, macro discretionary, central banks, sovereign wealth funds, swap dealers).Points of Interest* Market Players: Hedge funds determine direction; bullion banks determine the magnitude of market moves.* Behavioral Patterns: Identifying patterns in market behavior through open interest and price changes.* Physical vs. Futures Market: Central banks and sovereign wealth funds' physical buying behavior impacting market stability.* Potential Scenarios: Different scenarios for gold market movements based on open interest and market trends.* Seasonality Considerations: Factoring in seasonal trends in gold market analysis.