Topics Include:
*Implications of the USMCA between the US, Canada, and Mexico
*The importance of Robert Lighthizer’s role in US trade negotiations
*Update on tensions between Russia and Ukraine
*Russia’s “buffer states” of outlying countries
*How Russia’s gas pipelines running through Ukraine are critical infrastructure
*Why Russia purchasing close to 30 tons of gold per month is a strategic move
*How a decentralized permissioned ledger cryptocurrency sponsored by Russia and or China and settled in physical gold could be the next system used by sovereigns to settle net trade balances without using the US dollar
*Why Switzerland could be an ideal location to settle net payments in gold
*Update on Saudi Arabia stability, succession, and world relations
*Thoughts on the G20 upcoming meetings and trade negotiations
*Update on Fed monetary policy and interest rates

EP. 89 The Gold Chronicles: November 2018 podcast with Jim Rickards and Alex Stanczyk

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Topics Include:
*Underlying economic indicators continue to worsen
*Covid19 Update
*USD strength indicators
*USD Index
*Commercial shorts in gold
*Time spans for 3x and 2x gold price in last bull run
*All other currencies had already pushed through the the all time high, USD has only now confirmed
*Global interest rates are some of the lowest in history
*Gold is up 28.9% YTD
*Why many financial advisors are negative about physical gold

EP. 10 Global Perspectives: July, 2020 Interview with Alex Stanczyk and special guest Duncan Cameron

Topics Include:
*Monetary policy normalization has failed
*Fed Balance sheet may grow to as high as $20T
*All frameworks of normalcy in managing monetary policy have been sacrificed
*The economic recovery from the economic crash in early 2020 could take years
*MMT is no longer weird theory and is more likely to be implemented
*There has already been massive inflation in asset prices
*Inflation dynamics and psychology
*The wealth disparity gap is driven by our monetary system
*The effect of increased institutional demand for gold, portfolio allocations
*USD Strength and Brent Johnson’s milkshake
*We are entering a phase where the general public is investing in gold
*$14T of debt is trading at negative yield and why a portion of this can move into gold
*Institutional capital moving into gold could have a substantial impact on
*USD/Gold price
*Satoshi Nakamoto created Bitcoin with a mindset of looking at it as digital gold
*Why recessions are not only important but necessary and healthy
*The Gold/Beer Ratio
*High correlation of beer drinkers to people in the gold industry (this is real science here)
*Ronnie’s projection of $4800 gold by 2030

EP. 9 Global Perspectives: June, 2020 Interview with Alex Stanczyk and special guest Ronnie Stoeferle

Topics Include:
*Covid-19 Stay-At-Home update
*US Unemployment Claims have exceeded 26m over the last 5 weeks
*Why a "V" shaped economic recovery is unlikely
*The first crash (wave down) in equity prices has been the most violent in many years
*If this economic crisis were a baseball game, we would still be in the first inning
*Current equity market rally is likely a "suckers rally"
*Patterns from the last Great Depression include: Destruction of businesses in the middle of the supply chain
*End user prices to rise
*First order producers to fail
*Farmers go bankrupt, lose farms
*Rise and Fall of Empires
*US empire in Decline
*China empire on the rise
*During decline of empires other rising nations test the declining empires strength
*US Warships ordered to open fire on any Iranian vessel coming close to US Vessels
*Why we are on the path to the next worlds reserve currency
*How the coming negotiations for the next currency system will be done by sovereigns, and whoever has the largest stockpiles of physical gold will have the greatest negotiating leverage
*Why central banks shifted from net sales to net buys of physical gold
*How the physical reality of physical markets versus futures markets can diverge during crisis
*How the problem in the oil complex is the opposite of the gold complex - there is not enough storage space for oil, while delivery of gold has been constrained
*Scenario where gold could go no-offer, forcing gap ups in price
*US Energy independance, barring government subsidy, is dependant on an oil price above $35/bbl

EP. 8 Global Perspectives: April, 2020 Interview with Alex Stanczyk and special guest Duncan Cameron

Topics Include:
*Gold transfers into China through Russia
*How the US Dollar is moving towards losing its status as the world reserve currency
*The rise and fall of empires
*Full spectrum warfare
*Why it may not be not possible to accurately estimate China's physical gold reserves
*How policies during the French yyperinflation resembles "Modern Monetary Theory"
*The demonization of free speech that disagrees with other ideologies
*How social conditioning is affecting discussions of inflationary consequences
*How the Federal Reserve embarking on a junk bond buying voyage is reminiscent of the French Hyperinflation
*Unemployment numbers are likely higher than reported
*The Federal Reserve publicly saying they can print an unlimited amount of money pushing people towards a loss of trust in the USD
*Break down of supply chains are being projected to cause shortages in food supply and potential civil unrest
*How the economic consequences of the shutdown over coronavirus may be worse than the effects of the disease itself
*MMT violates basic natural laws and disconnects human from labor, removing all incentive
*Honest money versus fiat

EP. 7 Global Perspectives: April, 2020 Interview with Alex Stanczyk and special guest Duncan Cameron

Topics Include:
*Opening salvos of Global Financial Crisis II (GFCII)
*The entire precious metals complex (gold and silver) has been cleaned out globally
*The best time to act has past, now is the second best time to act
*The global run on precious metals is probably less than 5% of the population, when the majority catches on to damage done to USD the demand could be historic
*Price dis-connect between paper and physical gold price
*How price discovery in the gold market is resolved *What happens when the Swiss refineries open again
*The effect of key relationships with Swiss refineries on access to gold and silver
*Mining output dropping due to mines getting shut down reduces available supply of gold
*US Unemployment Claims hitting record levels, 3.28M claims in one week
*Fed injecting capital into system trying to prevent liquidity freezes (Ice-9)
*Why we are entering the next Great Depression
*In comparison, during "The Great Depression" Dow Jones dropped 89%
*The Great Depression played out over 3 years, we are a third of the way there in 3 weeks
*Consequences of Supply Chain Shutdowns
*Why the US could lose up to 50% of its economic output by the end of the downturn
*The social and political consequences of QEternity *What happens when complex systems collide
*Regarding mass migrations and unrest, watch South Africa and Mexico
*Full Spectrum Warfare - Financial, Biological, Cyber, Social Engineering, Kinetic
*What are the chances we will see kinetic warfare
*Why China could be eyeballing Taiwan during the crisis
*How the Covid-19 numbers out of China are questionable
*CARES Bill - Whats in it
*Whats happens to gold if we see massive deflation (Great Depression II)
*The two ways gold is revalued in a massive deflation
*It took 25 years for US markets to recover from the Great Depression
*Jim: "Be wary of suckers rallies"
*Practical things people can do during this crisis
*Spoiler - Jim's new call on the US Presidential election and how the crisis has changed the probabilities

EP. 89 The Gold Chronicles: November 2018 podcast with Jim Rickards and Alex Stanczyk

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