Physical Gold Fund Podcasts

Welcome to Global Perspectives, a new podcast featuring some of the sharpest minds in the world. We delve into the key concerns, opportunities, mindset, and practices of some of the most successful professional money managers, entrepreneurs, and world class personalities today. This episodes special guest is Ronald Stoeferle. Part 1 Topics Include: *Quantitative Easing (money ... Read moreGlobal Perspectives Episode 3 : February, 2017 Interview with Alex Stanczyk and special guest Ronald Stoeferle Part 1

*Quantitative Easing (money printing) does not seem to be working. The market knows that the Central Banks at some point will lose control of the situation. *Recent as well as historic evidence shows that command economies do not work *The most important price in the market, the interest rate is being manipulated by Central Banks and is the root cause of market volatility *Low interest rate policy, to zero interest rate policy, to negative interest rate policy and its impact on gold *The zero-interest rate trap is adding fragility to the global system *Fatal long term consequences of zero interest rate policy for institutional investors and society itself *Monetary inflation is working as a tax where some are benefitting to the detriment of others *Central banks are still a long way from normalization. This has a strong effect on the fragility of the market. *Natural systems mimic financial systems in many ways, and shows us that trying to control it is a fool’s errand *What the Austrian School of economics i

Welcome to Global Perspectives, a new podcast featuring some of the sharpest minds in the world. We delve into the key concerns, opportunities, mindset, and practices of some of the most successful professional money managers, entrepreneurs, and world class personalities today. This episodes special guest is Brent Johnson of Santiago Capital. Topics Include: *Why quantitative ... Read moreGlobal Perspectives Episode 2 : February, 2017 Interview with Alex Stanczyk and special guest Brent Johnson

Welcome to Global Perspectives, a new podcast featuring some of the sharpest minds in the world. We delve into the key concerns, opportunities, mindset, and practices of some of the most successful professional money managers, entrepreneurs, and world class personalities today. This episodes special guest is Brent Johnson of Santiago Capital. Topics Include: *Two of ... Read moreGlobal Perspectives Episode 1 : February, 2017 Interview with Alex Stanczyk and special guest Brent Johnson

Topics Include: *A brief summary on Brents latest presentation Don Yuan *Stock and flow of the money supply: why the FLOW is so essential *In a debt based monetary system where all money is loaned into existence, all loans have interest attached to it. *Anywhere from 10-12 trillion is loaned into existence *Velocity of money has been on a downward slope for 16 years *How "Regulatory creep" will continue to effect the banking system *How money market funds work *Observations on the phenomenon of "Too big to fail" banks *More info on the velocity of money *Velocity of money is closely tied to psychology *How the market bailed the fed out *psychology behind central banks raising and lowering rates *How Trump will effect the market *Why Trumps policies could be inflationary *Is itpossible for a strong dollar to lead to an inflationary environment? *How a strengthening dollar could cause its own demise

Topics include: According to the IMF, gold is the only Case of a financial asset with no counter party liability Gold will not default like some other financial assets could during a liquidity crisis Over 30% of the bond market is now negative interest rate bearing, with over $7.9 Trillion at negative yield and gold is looking more attractive The meme that gold is a bad investment because it produces no yield does not stand up under scrutiny, all forms of money generate no yield unless invested A modest allocation of a portfolio to gold acts as a diversifier and a truly non-correlated asset Gold is not subject to hacking or cyber warfare Gold is truly non-correlated There is a physical market for gold, regardless of what financial markets are doing Gold protects against sovereign risks such as rapid currency devaluations, examples Russian Ruble, Brazilian Real It’s a hard asset with no counterparty risk, and it has excellent liquidity compared to other hard assets, such as real estate. Gold has almost a 24-h

Topics include: *About the London Bullion Market Association (LBMA) - What is it? *LBMA Standards have been used globally as the benchmark standard for gold and silver bullion *Details on members of the LBMA, Bullion Banks, Refineries, Security Logistics *The role of the LBMA, and the importance of understanding what it does *LBMA is a standards body that establishes uniformity in purity and form factor to provide a framework for global trade in gold *Understanding the Good Delivery lists *How refineries become LBMA accredited refineries *What are LBMA referee refineries *Where the members on the Good Delivery lists are located *Understanding the Chain of Integrity *How gold enters the system *Advantages of having the entire history of custody for gold *Understanding "clearing risk" in gold funds *Unique positioning of the Physical Gold Fund

Topics include: *Why trying to correlate physical flows with the price can be misleading *On-going tightness in the physical gold markets *There is less liquidity in the physical market *The physical tightness of flow is reflected in the price "not at all" *As long as the spot market is settled with cash settlement, the physical flows are not determining price *If investors dealing in cash markets begin to take delivery, the physical is just not around *The current pricing mechanism can continue indefinitely unless investor behavior changes to taking delivery versus cash settlement *The gold price has "no correlation to the physical market" *If this behavior changes (to taking physical delivery) it could become dramatically dangerous *Gold is moving in one direction from west to east with small exceptions over the last year *90% of the refinery's business is currently supplying demand from the east (India, China) and 10% to western markets *China has imposed a new standard on the LBMA good delivery system of

May 30, 2014 Interview with Anglo Far-East’s Managing Director Philip Judge comments on two decades of experience with gold custody in Switzerland, and the “10 Key Custody Jurisdictional Safeguards” when it comes to precious metal vaulting.