Fund Your Retirement Podcast

FYR037 Paul Belanger: A detailed Analysis of Gold’s Importance in the Monetary System


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Paul Belanger shares detailed analysis of why Gold is still an important component of the Monetary system.

Paul shows the amount of physical currency in circulation versus the amount of gold held by the Fed since the 1970s. Pauls shares in detail how you can assess golds true valuation against the amount of currency in circulation both for the Fed and the ECB.

Paul also shares why he chooses value funds over individual stocks and finishes off with his thoughts on whether the central banks are now experimenting with modern monetary theory (MMT).

Paul is a chemical engineer by profession, earning a Ph.D. in 1997, eventually becoming a Director of R&D. He recently retired at the age of 50, having achieved financial independence, through saving and investing, giving himself freedom of choice.

During his career, he turned his skills and analysis techniques as a chemical engineer towards the financial system and portfolio allocation. After many years of study, Paul came to, what he believes is the optimum portfolio which is 65% stocks and 35% gold. This approach seems to give the best overall balance for good returns while minimizing risks. It's also important to periodically rebalance these portfolios to maintain that ratio.

Fund Your Retirement is an investment research and online financial media publisher sharing strategies and insights about finance, the markets, and the many different solutions for funding your long-term retirement, by showcasing experts in the field of finance and wealth-building strategies.

Timestamps:

0:00 to 1:20 Introduction

1:21 to 5:40 Why Paul prefers to buy index funds over individual stocks.

5:41 to 7:00 Why Paul mainly focuses on the value funds.

7:00 to 18:33 A detailed analysis of why Gold is still important to the monetary system.

18:34 to 30:11 A detailed analysis of how Paul values Gold in relation to the US currency.

30:12 to 32:17 Viewing Gold as the bonds of old.

32:18 to 37:26 A detailed analysis of the ECB’s gold holding.

37:27 to 46:31 Pauls's view on the global money printing and the experiment with MMT.

46:32 to 49:30 Pauls view on the stock market vs the current money printing

49:31 to 51:00 Closing thoughts and where to follow Paul Belanger.

Hope you enjoy the episode and have a wonderful day.

The FYR team.

Guest Links & Resources:

Visit Paul Belanger’s YouTube Channel 

Visit Evidence Based Wealth Website

Watch the Video version here

Visit Pauls most recent article on the fundamental valuation of gold and stocks

Visit Fund Your Retirement Website

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

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Fund Your Retirement PodcastBy Lee Cleasby from Fund Your Retirement

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