Macro Mondays #27 - There is no fever like gold fever - Guest: Ronnie Stoeferle
Dec 9, 2023
Ronnie Stoeferle, author of In Gold We Trust and of Incrementum Funds, discusses the recent performance of gold and the buyers behind its rally. The podcast also covers the state of the US economy, the credibility of the Federal Reserve, and the impact of US elections. Geopolitical risks in US operations near Guiana and Venezuela are explored, as well as the idea of filling up the Strategic Petroleum Reserve and the exponential age.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The State of the US Economy and the Impact on Gold
01:52 • 32min
Credibility of the Federal Reserve, US Elections, and German Policy
34:03 • 3min
Rivalry, Negative Sentiment, and Controversies in Germany
37:19 • 2min
Effects of Zero Interest Rates and Fragility in the Eurozone
39:31 • 13min
Geopolitical Risks and Supply Side Concerns in US Operations Near Guiana and Venezuela
52:10 • 3min
Strategic Petroleum Reserve and the Exponential Age
55:23 • 3min