The Gold Podcast: Recent Episodes
Southbank Investment Research
After a lengthy hiatus, The Gold Podcast has returned! In this episode Boaz Shoshan & John Butler discuss the status of gold amid the mayhem that has befallen financial markets. Also in this episode: the true nature of the Federal Reserve, Washington DC’s apathy towards the Euro project, and the surprising perceptiveness of a former Iranian President…
Link to Lend Borrow Trust: https://lendborrowtrust.com/
Cormac Macarthy’s grisly American novel has more in common with modern economics than you might think. Goodhart’s law, that when a measure becomes a target, it ceases to be a good measure, has long been ignored by mainstream economists to their, and our, peril. In this episode of The Gold Podcast, Boaz Shoshan sits down with John Butler, the CEO of the Lend and Borrow Trust Company to discuss the metrics being targeted, the various branches of economists who endorse them, and their untold destructive capacity.
https://lendborrowtrust.com/
Alasdair Macleod is the head of research at Goldmoney. In this episode of The Gold Podcast, he and Boaz Shoshan discuss how we came to arrive in this fiat only world, and what the future holds for it. Alasdair details how flawed works in academia are used as a basis for government policy and the chaos that follows. Also in this podcast: what ‘business cycle’ really means, and how the war John Maynard Keynes waged against the ‘rentiers’ is still being waged today!
With the removal of the gold standard in 1971, the financial ecosystem lost its apex predator. As a result, the deer (politicos and the financial industry) have thrived, while the landscape (everybody else) have suffered. But the wolves are returning to a world that has forgotten them. So argues Grant Williams, editor of Things That Make You Go Hmmm in this episode of The Gold Podcast. Also in this episode, Boaz Shoshan and Grant discuss the slow march of authoritarianism, the future of the dollar as a global reserve currency and who would win in a fistfight – Jerome Powell or Mark Carney?
Charlie Morris is a fund manager and editor of The Fleet Street Letter. Having followed the trials and tribulations of the gold market as a market participant, he explains his method for modelling the gold price in this trying time for precious metals. Also in this conversation: the threat posed by oil, silver in the doldrums, and the underlying value of bitcoin.
Brent Johnson, CEO of Santiago Capital, joins us from San Francisco in this latest episode to elaborate on what he calls the ‘Dollar Milkshake Theory’. While most central banks are still pouring liquidity into the financial system, the Federal Reserve has begun sucking it up with the straw of tighter monetary policy. Brent predicts this will strengthen the dollar to a huge degree as the world’s colossal dollar debts become due, and the world will beg America to weaken its currency. But while this is bearish for gold in the short term, the trail of destruction left by a strong dollar may well be paved with gold…
John Butler returns to the podcast to discuss gold’s industrial sister silver, and how to get away with manipulating its price. Also in this episode: How to make an F-35 during a trade war, the ins and outs of bullion borrowing, and what goes on within a Swiss Gold vault!
Ronald-Peter Stöeferle is an Austrian economist and fund manager with Incrementum AG. Each year, he writes the "In Gold we Trust" report, detailing the performance and outlook for gold in great detail. In this discussion with Boaz Shoshan, he highlights what risks lie on the horizon for the global economy and society in general, and sheds light on a powerful hidden indicator: the gold/beer ratio.
You can find the Ronald’s latest report here: https://ingoldwetrust.report/?lang=en
John Butler has just returned from a Brexit conference held by the Financial Times. Having rubbed shoulders with politicos, bankers, and titans of industry, he reveals the sentiment of the elites on the future of Brexit.
Also discussed in this episode: the “Swiss greenback”, a possible rerun of 1998, an angry letter out of India, and more!
Eoin Treacy is an award winning technical analyst and the author of Crowd Money. He appears often on Bloomberg, and began his career in financial markets as a gold analyst. In this second episode of The Gold Podcast, he discusses with Boaz Shoshan what he sees in the future for the yellow metal and the geopolitical environment.
John Butler is an Austrian economist and world renowned expert on gold and precious metals. In this first episode of The Gold Podcast, he discusses with former financial adviser Boaz Shoshan the risks facing the financial system, and offers his view on the economy through a golden lens.