In Gold, Silver and Bitcoin We Trust? Goldnomics Podcast with Ronald-Peter Stoeferle

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Mark O'Byrne
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Topics covered in this episode of The Goldnomics Podcast are

– Have we expected too much of gold over the past few years?
– What will be the catalyst which changes sentiment towards gold?
– While it is relatively cheap – Is this the perfect time to buy gold?
– 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% of crypto-currencies fail over the next few years?
– What effect will China have on the dollar and on the gold price?

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 Incrementum and author of the respected “In Gold We Trust” report
2:26 The 3 tides of change that we are seeing in financial markets
3:07 The Monetary Policy Tide – The end of the party
3:58 The deflationary effect of the monetary policy changes
4:40 Why quantitive tightening will have negative effects for asset values
4.59 The second tide – The De-Dollarization the financial markets
6:08 The Crypto-currency Tide
9:02 The monetary policy versus the monetary order and the elephant in the room
9:50 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 problem
11:50 The “Pandora’s Box” of liquidity
12:35 Some people are not seeing the benefit of “The Everything Bubble”
13:25 Gold will protect the investor from what is to come
14:55 How the monetary tide will affect the gold price
15:45 Are we expecting too much from gold at the moment?
17:25 When the headwind from asset markets become a tailwind, gold benefits
18:00 Why the current correlation between equities and bonds could be positive for gold when the tides turn
20:20 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 gold
24:30 No strong opinion from analysts on gold versus 2008, and why this is a positive indicator for gold
26:30 Is currency competition a good thing for the market?
27:45 Why 99% of cryptocurrencies 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 money
29:45 How central bankers are acting like taxmen and abused their position
31:30 The Gold/Crypto cross-over and what that might mean for the future of money
31:50 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 purposes
33:10 The important considerations when choosing how you own and hold gold
34:30 Crypto bullion and asset backed cryptos will do well in the future
34:45 Why the notion that Bitcoin is a store of value has yet to be proven
37:15 Remimbi 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 Remimbi 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 trace 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:

In Gold we Trust: 3 Important Factors Leading to the “Turning of the Monetary Tides”