EPISODE · Jun 20, 2018 · 43 MIN
In Gold Silver and Bitcoin We Trust - Goldnomics Podcast episode 5
from Goldnomics · host GoldCore Limited
In Gold, Silver and Bitcoin We Trust – The Goldnomics Podcast – Episode 5In this the fifth episode of the Goldnomics Podcast we interview Ronald-Peter Stoferle, partner at the asset management firm Incrementum in Lichtenstein and author of the well respected and annual publication of the gold industry report; “In Gold We Trust”.Ronni has identified 3 key “Tides of change” that will impact the financial markets and gold over the coming years. In this episode Stephen Flood, CEO of GoldCore and GoldCore's Research Director and world renowned precious metals commentator Mark O'Byrne are once again joined by Dave Russell to discuss with Ronni his report and what this will mean for the gold price. Have we expected too much of gold over the past few years? What will be the catalyst the changes the sentiment for gold? Is this the perfect time to buy gold while it is relatively cheap? Why is Bitcoin stealing gold’s lustre? What is the best way to own and hold gold to hedge and protect your portfolio? What is the best allocation to gold for your portfolio? Why will 99.9% of crypto-currencies fail over the next few years? What effect will China have on the dollar and on the gold price? These are just a few of the questions that we will be answering in this episode of The Goldnomics Podcast Listen to the full episode or skip directly to one of the following discussion points:1:11 Introducing our special guest Ronald Peter Stoferle of Incrementun and author of the well-respected report “In Gold We Trust”. 2:26 The 3 tides of change that we are seeing in financial markets3:07 The Monetary Policy Tide – The end of the party3:58 The deflationary effect of the monetary policy changes4:40 Why quantitive tightening will have negative effects for asset values4.59 The second tide - The De-Dollarization the financial markets 6:08 The Crypto-currency Tide9:02 The monetary policy versus the monetary order and the elephant in the room9:50 The flip side of “The Everything Bubble”10:45 The monetary order 11:30 The only way to get ourselves out of our current economic and financial problem11:50 The “Pandora’s Box” of liquidity12:35 Some people are not seeing the benefit of “The Everything Bubble”13:25 Gold will protect the investor from what is to come14:55 How the monetary tide will affect the gold price15:45 Are we expecting too much from gold at the moment?17:25 When the headwind from asset markets become a tailwind, gold benefits18:00 Why the current correlation between equities and bonds could be positive for gold when the tides turn20:20 What allocation to gold is recommended in these markets?22:20 “Nobody cares about gold at the moment…… that’s why you should have a close look at gold”23:15 The collapse in Google searches for “Buy gold” versus “Buy Bitcoin”, shows the sentiment is negative towards gold24:30 No strong opinion from analysts on gold versus 2008, and why this is a positive indicator for gold26:30 Is currency competition a good thing for the market?27:45 Why 99.9% of crypto-currencies are bogus and will be wiped out in the next few years. 28:45 The need for efficient payment technology and how we’ve lost faith in government money29:45 How central bankers are acting like taxmen and abused their position31:30 The Gold/Crypto cross-over and what that might mean for the future of money31:50 The best way to own and hold gold – a gold ETF in a big Wall Street bank – REALLY??32:30 The only way to hold gold for insurance and hedging purposes33:10 The important considerations when choosing how you own and hold gold34:30 Crypto bullion will do well in the future34:45 Why the notion that Bitcoin is a store of value is nonsense!37:15 Renminbi backed oil contracts what effect will this have on for the future? Are they moving in to reserve currency status?38:30 The dying petro-dollar versus a rising Renminbi all part of the de-dollarization of world markets. 40:00 The flow of gold from East to West, what does this mean?41:05 Are the rising geopolitical tensions a result of the fundamental flaws of our currency system?41:45 Can we trance the route of our currency problems back to 1971 and the actions of Richard Nixon?You can download the “In Gold We Trust” report here: https://news.goldcore.com/us/gold-blog/in-gold-we-trust-3-important-factors-leading-to-the-turning-of-the-monetary-tides/Or you can follow them on Twitter here: https://twitter.com/IGWTreportPeople mentioned in this podcast Ronald-Peter Stoeferle - https://twitter.com/RonStoeferleMark Valek – Co-Author of “In Gold We Trust” - https://twitter.com/MarkValekAdrian Day - www.adriandayassetmanagement.com/Friedrich von Hayek - https://twitter.com/FriedrichHayekMake sure you don't miss a single episode...... Subscribe to the Goldnomics Podcasts on iTunes, Soundcloud, or YouTube: https://itunes.apple.com/ie/podcast/goldnomics/id1328292057https://soundcloud.com/goldcore-381451255https://YouTube.com/user/GoldCoreLimited Follow us on social media: GoldCore on Twitter: https://twitter.com/goldcore GoldCore on Facebook: https://www.facebook.com/GoldCore/ GoldCore on Linkedin: https://ie.linkedin.com/company/goldcore Visit our website at: https://www.goldcore.com
What this episode covers
In Gold, Silver and Bitcoin We Trust – The Goldnomics Podcast – Episode 5In this the fifth episode of the Goldnomics Podcast we interview Ronald-Peter Stoferle, partner at the asset management firm Incrementum in Lichtenstein and author of the well respected and annual publication of the gold industry report; “In Gold We Trust”.Ronni has identified 3 key “Tides of change” that will impact the financial markets and gold over the coming years. In this episode Stephen Flood, CEO of GoldCore and GoldCore's Research Director and world renowned precious metals commentator Mark O'Byrne are once again joined by Dave Russell to discuss with Ronni his report and what this will mean for the gold price. Have we expected too much of gold over the past few years? What will be the catalyst the changes the sentiment for gold? Is this the perfect time to buy gold while it is relatively cheap? Why is Bitcoin stealing gold’s lustre? What is the best way to own and hold gold to hedge and protect your portfolio? What is the best allocation to gold for your portfolio? Why will 99.9% of crypto-currencies fail over the next few years? What effect will China have on the dollar and on the gold price? These are just a few of the questions that we will be answering in this episode of The Goldnomics Podcast Listen to the full episode or skip directly to one of the following discussion points:1:11 Introducing our special guest Ronald Peter Stoferle of Incrementun and author of the well-respected report “In Gold We Trust”. 2:26 The 3 tides of change that we are seeing in financial markets3:07 The Monetary Policy Tide – The end of the party3:58 The deflationary effect of the monetary policy changes4:40 Why quantitive tightening will have negative effects for asset values4.59 The second tide - The De-Dollarization the financial markets 6:08 The Crypto-currency Tide9:02 The monetary policy versus the monetary order and the elephant in the room9:50 The flip side of “The Everything Bubble”10:45 The monetary order 11:30 The only way to get ourselves out of our current economic and financial problem11:50 The “Pandora’s Box” of liquidity12:35 Some people are not seeing the benefit of “The Everything Bubble”13:25 Gold will protect the investor from what is to come14:55 How the monetary tide will affect the gold price15:45 Are we expecting too much from gold at the moment?17:25 When the headwind from asset markets become a tailwind, gold benefits18:00 Why the current correlation between equities and bonds could be positive for gold when the tides turn20:20 What allocation to gold is recommended in these markets?22:20 “Nobody cares about gold at the moment…… that’s why you should have a close look at gold”23:15 The collapse in Google searches for “Buy gold” versus “Buy Bitcoin”, shows the sentiment is negative towards gold24:30 No strong opinion from analysts on gold versus 2008, and why this is a positive indicator for gold26:30 Is currency competition a good thing for the market?27:45 Why 99.9% of crypto-currencies are bogus and will be wiped out in the next few years. 28:45 The need for efficient payment technology and how we’ve lost faith in government money29:45 How central bankers are acting like taxmen and abused their position31:30 The Gold/Crypto cross-over and what that might mean for the future of money31:50 The best way to own and hold gold – a gold ETF in a big Wall Street bank – REALLY??32:30 The only way to hold gold for insurance and hedging purposes33:10 The important considerations when choosing how you own and hold gold34:30 Crypto bullion will do well in the future34:45 Why the notion that Bitcoin is a store of value is nonsense!
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In Gold Silver and Bitcoin We Trust - Goldnomics Podcast episode 5
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