ETF Flows Drive Gold Prices

J. David Stein shows how investor flows into gold ETFs helped propel prices higher after a period of weak demand.

Play episode from 23:46

chevron_right

Transcript

chevron_right

Transcript

Episode notes

Bad actors will use AI to disrupt the financial system, transportation networks, and utilities. We should prepare now for this inevitability. We share how in this episode. We also explain why the bull market in gold will likely continue.

Topics covered include:

Why the OpenAI agentic AI breach is so disturbing
How do we prepare for cyberattacks
Why gold should be one of the assets we hold apart from the financial system
How the historical relationship between gold and real interest rates has broken down
To what extent are central banks selling dollars to buy gold
How gold ETF flows influence the gold price

Sponsors

Get the free guide from NetSuite: Aligning for the Agentic Era: How AI Is Changing Everyday Work

Delete Me – Use code David20 to get 20% off

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

Episode 564 Slide Deck with Charts

Gold's Run Isn't Yet Done - Bhanu Baweja - Financial Times

Brief independent investigation of agents’ behavior, reasoning and collaboration in the OpenAI / Hugging Face hacking incident

Are Central Banks Moving Out of Dollar Assets? - Linda S. Goldberg, Oliver Hannaoui, and Sneha Parthasarathy - Federal Reserve Bank of New York

Related Episodes