Burkhard Varnholt
Market strategist and commentator focused on global macro and precious metals, providing insights on demand drivers for gold and silver and central bank behavior.
Best podcasts with Burkhard Varnholt
Ranked by the Snipd community
8 snips
Oct 8, 2025 • 11min
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 47)
Burkhard Varnholt, a seasoned UBS investment strategist and author of the Viewpoints letter, joins to explore the third anniversary of the current bull market. He discusses its longevity and predicts its future trajectory while comparing today's market with the dynamic 1990s. Varnholt introduces the 'Roaring 20s' investment thesis, emphasizing disruptive innovation driven by urgent global needs. He argues that unlike the dot-com bubble, current gains are supported by earnings, not just valuations, reducing risks of a market crash.
6 snips
Oct 22, 2025 • 11min
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 48)
Market strategist Burkhard Varnholt dives into the dynamics of gold and silver in this engaging conversation. He highlights three key demand sources driving the gold rally: jewelry, ETF investments, and central bank strategies. Varnholt discusses the role of silver, focusing on its industrial demand and supply constraints. He also considers whether silver's price surge can withstand potential market innovations. To top it off, he recommends the captivating novel 'Gold' by Blaise Cendrars, a tale exploring greed during the California gold rush.
