4min chapter

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Derrek (@real_MikeBarnes): Resource Trading, Nintendo $NTDOY, and Getting More For Less

Value Hive Podcast

CHAPTER

The Supply Demand and Balance of the Gold Price

I'm not betting on the big structural deficit from electrification because I don't know if we're going to get close to those targets. And so I'm more looking at it from the supply side and seeing the supply demand and balance that will take a long time to unwind. Tavi: Betting again on the gold price is really, really difficult. A lot of people say inflation, but you know, gold declined in 1999 while there was inflation and huge money supply growth. So that's out the window.

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