Forward Guidance

Can Gold Withstand the Liquidity Drain? | Sean Fielder

May 19, 2022
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Future of EM and Frontier Market Investing
02:24 • 2min
3
Investing in Emerging Markets
04:10 • 3min
4
The Negative Real Rates in Emerging Markets Countries
07:25 • 2min
5
The Risks of Monetary Tightening to Emerging Markets
08:56 • 2min
6
The Emerging Market Crisis
10:32 • 2min
7
The Fed's Threat to a Recession
12:39 • 2min
8
Bretton Woods: The Dollar Charade
15:00 • 2min
9
The Fed's Political Support for Easy Money
17:19 • 2min
10
The Future of Gold
19:08 • 2min
11
The Future of Gold: The Main Catalysts
20:57 • 3min
12
The Role of the Russian Central Bank in Stabilizing the Ruble
23:39 • 3min
13
The Fundamentals of Gold
26:17 • 2min
14
The Revaluation of Oil and Gas Prices
28:33 • 2min
15
The Epic Bull Run
30:13 • 2min
16
The Bull Run in Oil and Gas Prices
31:47 • 2min
17
The Sea Change in the Energy Investor's Allocation of Capital
34:01 • 2min
18
The Future of Oil Production
36:11 • 2min
19
The Future of Natural Gas
38:00 • 2min
20
The Effect of ESG Investing on the Energy Markets
39:45 • 3min
21
The Cost of Investing in Oil and Gas
42:30 • 2min
22
Why Invest in a Junior Gold Miner?
44:35 • 2min
23
The Advantages of Investing in the Gold Mining Space
46:54 • 3min
24
The Risks of Investing in Gold Mining
50:07 • 2min
25
The Importance of Economic Reserves in Mining
51:46 • 2min
26
The Problems With the GDXJ
53:17 • 2min
27
How to Avoid Jurisdictional Risk in Mining
55:41 • 2min
28
Finding the Right Boards and C-Suites to Partner With
58:02 • 2min
29
The Importance of Local Community Issues in Asset Negotiation
01:00:21 • 2min
30
The Importance of Investing in Local Issues
01:02:18 • 3min
31
The Future of Mining
01:05:04 • 3min