The Contrarian Capitalist Podcast

Ronnie Stoeferle - The fundamentals and drivers of Gold

Dec 9, 2024
Ronnie Stoeferle, a seasoned fund manager and author of the acclaimed "In Gold We Trust report," delves into the intricate gold market. He discusses key drivers influencing gold, including seasonal trends and the impact of geopolitical tensions. Stoeferle emphasizes the importance of a 14% to 18% gold allocation in portfolios during inflationary times and examines the effects of a weakening U.S. dollar. With insights on China's central bank's purchasing habits and potential monetary resets, he compellingly outlines gold's role as a stabilizing asset.
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