GoldRepublic Podcast: covering the emergence of a new monetary system

How do you protect your wealth in uncertain times? What assets are good to diversify your portfolio? Are we in a commodity supercycle?

In this second part of our conversation with Jeroen Blokland (Founder and Head of Research at True Insights), we talk about the odds of a commodity supercycle, frameworks and insights for portfolio diversification, the role of gold as a diversifier, Bitcoin as a new asset class, how stocks are performing during a recession and the shift from tech to natural resources.

◽️ About Jeroen Blokland
Jeroen Blokland was former head of Multi Assets at Robeco and accumulated precious experience over the last decades. Now he's the Founder and Head of Research of True Insights.

›› Twitter: https://twitter.com/jsblokland
›› LinkedIn: https://www.linkedin.com/in/jeroen-blokland-972b87/

🌐 About True Insights
True Insights offers independent investment research enabling investors to implement a comprehensive and proven multi-asset investment approach. We provide investors with everything needed to build and maintain well-diversified multi-asset portfolios. In addition, our unique investment framework helps to find new investment opportunities and enhance overall portfolio return.

›› Try True Insights for $1 for 30 days: https://true-insights.net/true-insights/

🟠 Buy and store physical allocated gold, silver and platinum. Want to open an account directly?
Click on this link: https://bit.ly/38stf7p​

📲 Download the GoldRepublic app:
- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic
- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

🗓️ Recording date: 10/03/22

👇 Subscribe to the podcast & leave a review 👇
🔘  Spotify:
https://open.spotify.com/show/4AxNbMR2rGqsF5hLh6ODxv
🔘 iTunes:
https://podcasts.apple.com/nl/podcast/goldrepublic-podcast-covering-emergence-new-monetary/id1547812811
🔘 YouTube:
https://youtube.com/playlist?list=PLTuhW51ulwy1GEg1lbfF7jSgFJRXx9bYx

⚠️ DISCLAIMER ⚠️
The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

How did sanctions reshape the global monetary order and the stability of the current financial system? 

In the first part of this conversation, Jeroen Blokland (Founder & Head of Research at True Insights) shares his views on how the volatility induced by the pandemic, geopolitical events and historical sanctions impacts investors' asset allocation strategy.

According to Jeroen, the current circumstances enabled China the opportunity to assert dominance over the Dollar in the coming decades and thereby rebalancing the global financial system.

Tensions between political systems and financial markets might increase volatility in the coming times and adding pressures to rampant global inflation. We discuss the energy shock and how failed policies led to the current sky high gas and electricity prices. Economies in the USA, the Eurozone and China face increase risks of a recession. Jeroen also shares his views on the policy responses of the Federal Reserve and the ECB which are corned between keeping inflation under control by raising interest rates while avoiding a too strong tightening which might lead economies into a recession.

◽️ About Jeroen Blokland
Jeroen Blokland was former head of Multi Assets at Robeco and accumulated precious experience over the last decades. Now he's the Founder and Head of Research of True Insights.

›› Twitter: https://twitter.com/jsblokland
›› LinkedIn: https://www.linkedin.com/in/jeroen-blokland-972b87/

🌐 About True Insights
True Insights offers independent investment research enabling investors to implement a comprehensive and proven multi-asset investment approach. We provide investors with everything needed to build and maintain well-diversified multi-asset portfolios. In addition, our unique investment framework helps to find new investment opportunities and enhance overall portfolio return.

›› Try True Insights for $1 for 30 days: https://true-insights.net/true-insights/

🟠 Buy and store physical allocated gold, silver and platinum. Want to open an account directly?
Click on this link: https://bit.ly/38stf7p​

📲 Download the GoldRepublic app:
- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic
- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

🗓️ Recording date: 10/03/22

👇 Subscribe to the podcast & leave a review 👇
🔘  Spotify:
https://open.spotify.com/show/4AxNbMR2rGqsF5hLh6ODxv
🔘 iTunes:
https://podcasts.apple.com/nl/podcast/goldrepublic-podcast-covering-emergence-new-monetary/id1547812811
🔘 YouTube:
https://youtube.com/playlist?list=PLTuhW51ulwy1GEg1lbfF7jSgFJRXx9bYx

⚠️ DISCLAIMER ⚠️
The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advi

In the second part of this educative interview, Alfonso Peccatiello (Author of the Macro Compass newsletter and contributor at Real Vision) explains the consequences of disinflation on asset bubbles, some big macro economic indicators that the threat the stability of the global financial system and the disastrous consequences of a yield curve inversion.

🔘 Watch the episode on YouTube: https://youtu.be/mL4dxAK4Qos

In the first part of this educative interview, Alfonso Peccatiello (Author of the Macro Compass newsletter and contributor at Real Vision) debunks some common misconceptions behind the meme of money creation.

Alfonso (aka Alf) puts his experience and knowledge of financials markets at work by explaining the fundamentals of how "credit impulse" have effects on inflation and deflation in addition to the mechanics of debt monetisation.

🌐 About Alf
Alf is the author of The Macro Compass (https://TheMacroCompass.substack.com), a free and fast-growing financial newsletter providing actionable investment ideas and unique global macro insights to enhance the risk/reward profile of your investment portfolio. Alf is a regular contributor at Real Vision.

Previously, he was the Head of Investment Portfolio for the Treasury department of ING Germany. There, he was in charge of the active management of a $20bn multi-asset (focus on fixed income) portfolio delivering strong risk-adjusted performance.

Sign up to Alf's free newsletter: https://TheMacroCompass.substack.com

🗓️ Recording date: 21/01/21

🎙️ GoldRepublic Podcast 🎙️
A podcast inviting guests with valuable insights into the emergence of a new monetary system through the lens of precious metals, cryptocurrencies and other financial instruments presented by Bart Brands, Precious Metals Specialist and Alexej Jordanov, Content Architect at GoldRepublic.

🔎 Need more information about our platform?
Visit us on our website: https://bit.ly/38p4qth​

📲  Want to invest in precious metals and check gold and silver prices?
Download the GoldRepublic app:
- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic
- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

⏰ Topics ⏰
00:00 Preview
00:50 Disinflation & asset bubbles
11:08 Real purchasing power is in danger
13:34 Global macro risks
18:46 Market expectations vs market reality
20:07 Yield curve inversion explained 
24:00 Alf's asset allocation / investment guide
26:42 Real Vision contribution and Macro Compass Newsletter
27:18 Conclusion

⚠️ DISCLAIMER ⚠️
The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

Is Quantitative Easing money printing? How is credit creation really working? How does it impact cycles of inflation, disinflation, deflation, stagflation?

🔘Watch the episode on YouTube: https://youtu.be/LDwZqOuY0mQ

In the first part of this educative interview, Alfonso Peccatiello (Author of the Macro Compass newsletter and contributor at Real Vision) debunks some common misconceptions behind the meme of money creation.

Alfonso (aka Alf) puts his experience and knowledge of financials markets at work by explaining the fundamentals of how "credit impulse" have effects on inflation and deflation in addition to the mechanics of debt monetisation. 

🌐 About Alf
Alf is the author of The Macro Compass (https://TheMacroCompass.substack.com), a free and fast-growing financial newsletter providing actionable investment ideas and unique global macro insights to enhance the risk/reward profile of your investment portfolio. Alf is a regular contributor at Real Vision.

Previously, he was the Head of Investment Portfolio for the Treasury department of ING Germany. There, he was in charge of the active management of a $20bn multi-asset (focus on fixed income) portfolio delivering strong risk-adjusted performance.

Sign up to Alf's free newsletter: https://TheMacroCompass.substack.com

🗓️ Recording date: 21/01/21

🎙️ GoldRepublic Podcast 🎙️
A podcast inviting guests with valuable insights into the emergence of a new monetary system through the lens of precious metals, cryptocurrencies and other financial instruments presented by Bart Brands, Precious Metals Specialist and Alexej Jordanov, Content Architect at GoldRepublic.

🔎 Need more information about our platform?
Visit us on our website: https://bit.ly/38p4qth​

📲  Want to invest in precious metals and check gold and silver prices?
Download the GoldRepublic app:
- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic
- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

⏰ Topics ⏰
00:00 Preview
00:34 Introducing Alf
01:36 Why stop managing a 20 billion euro portfolio?
02:40 Misconceptions about the monetary system
05:10 The bubble of narratives
08:19 Intellectual honesty
09:25 Afl's north star: explaining credit impulse
20:13 Factors of growth
24:22 Credit: economic growth on steroids
27:22 Balance sheet recession
29:24 The wealthy effect
30:34 Whatflation: inflation, disflation, deflation, stagflation
35:06 Outro

⚠️ DISCLAIMER ⚠️
The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

How far can the debt bubble go? Why is our economy growing but essential workers have a declining standard of living?

In part 2, recurrent guest Arno Wellens, financial and investigative journalist, outlines why the social contract within our society is broken, how banks take consumers hostage through mortgages, the inevitable monetary reset that will follow, the EU's geopolitical situation with the Chinese threat, the gas crisis and Russia among other topics.

🔘Watch the episode on YouTube: https://youtu.be/z4NaKLPmVIw

🗓️ Recording date: 17/12/21

🎙️ GoldRepublic Podcast 🎙️
A podcast inviting guests with valuable insights into the emergence of a new monetary system through the lens of precious metals, cryptocurrencies and other financial instruments presented by Bart Brands, Precious Metals Specialist and Alexej Jordanov, Content Architect at GoldRepublic.

🔎 Need more information about our platform?
Visit us on our website: https://bit.ly/38p4qth​

📲  Want to invest in precious metals and check gold and silver prices?
Download the GoldRepublic app:
- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic
- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

⏰ Topics ⏰
00:00 Intro
02:27 "Debt enslavement feedback loop"
06:35 Military-coinage-slavery complex
09:57 Financial system's failed promises
14:50 Housing shortage / bank's mortgage hostage taking 
19:23 Social contract is broken
22:15 China as threat to Europe
31:46 Energy crisis & Russia
34:21 Europe's defencelessness 
37:59 Eurobonds: Europe's financial bombs
42:44 Inevitable global monetary reset
47:11 Negative interest rates & islamic finance
50:00 Outro

⚠️ DISCLAIMER ⚠️
The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

What's the impact of negative interest rates on the functioning of our society? Why does the European Digital Identity and the Digital Euro threaten our financial freedom?

Recurrent guest Arno Wellens, financial and investigative journalist, shares why he's worried about the politicisation of the financial system and how the European Digital Identity coupled with negative interest rates and a Digital Euro can become a threat to our individual sovereignty.

🔘Watch the episode on YouTube: https://youtu.be/IlUoaV0VJBo

🗓️ Recording date: 17/12/21

🎙️ GoldRepublic Podcast 🎙️
A podcast inviting guests with valuable insights into the emergence of a new monetary system through the lens of precious metals, cryptocurrencies and other financial instruments presented by Bart Brands, Precious Metals Specialist and Alexej Jordanov, Content Architect at GoldRepublic.

🔎 Need more information about our platform?
Visit us on our website: https://bit.ly/38p4qth​

📲  Want to invest in precious metals and check gold and silver prices?
Download the GoldRepublic app:
- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic
- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

⏰ Topics ⏰
00:00 Intro
02:21 What is the Digital European Identity?
07:03 Problem with the Digital European Identity
09:30 Loss of national sovereignty
11:40 Centralised power, EU taxes & integration
14:59 QR code as the new European Passport
17:30 Risks of the European Digital Identity
24:11 Politicisation of finance
26:26 Zero lower bound & monetary policy transmission
34:07 The problem of negative interest rates
42:42 Western democracies getting worse than China?
45:02 European social credit system?
47:01 Covid19: the financial trojan horse?
52:04 From European Union to European Federalisation
57:16 Outro

⚠️ DISCLAIMER ⚠️
The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

Can Ethereum surpass Bitcoin's market capitalisation in 2022? What is the difference between Layer 1 and Layer 2 cryptocurrencies and how should you adapt it in your portfolio?

In part 2,  @Crypto Michaël shares with us on why he believes Ethereum has more potential of growth than Bitcoin in 2022.

🔘Watch the episode on YouTube: https://youtu.be/mxOuCd3xd8w

🗓️ Recording date: 09/12/21

⏰ Topics ⏰
00:00 Intro
00:46 Can Ethereum take over Bitcoin in 2022?
08:35 Adapt your crypto portfolio
11:11 Which cryptocurrencies will flip Ethereum in turn?
16:45 When is the big crypto bear market coming?
21:10 Indicators for a crypto bear market
24:45 Correlation between Bitcoin, the Dollar & stocks
26:23 Outlook for 2022
28:27 What is Eight Global?
29:50 Outro

🎙️ GoldRepublic Podcast 🎙️
A podcast inviting guests with valuable insights into the emergence of a new monetary system through the lens of precious metals, cryptocurrencies and other financial instruments presented by Bart Brands, Precious Metals Specialist and Alexej Jordanov, Content Architect at GoldRepublic.

🔎 Need more information about our platform?
Visit us on our website: https://bit.ly/38p4qth​

📲  Want to invest in precious metals and check gold and silver prices?
Download the GoldRepublic app:
- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic
- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

⚠️ DISCLAIMER ⚠️
The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

Is crypto entering the end of its explosive bull run? How different is it from 2017? What are major risks within the crypto ecosystem?

In part 1, crypto trader and recurrent guest  @Crypto Michaël (Michaël van de Poppe) joined us to give a review of crypto's impressive year in 2021. 

Stay tuned for part 2 where we will discuss if Ethereum can flip Bitcoin next year.

🔘Watch the episode on YouTube: https://youtu.be/lGTmWShkjdY

🗓️ Recording date: 09/12/21

⏰ Topics ⏰
00:00 Intro
02:20 What's different about this bull run?
05:25 Michaël's personal growth in 2021
08:25 The problem of financial influencers
11:24 The era of the casual investor
16:17 Healthiness of the crypto market
19:57 Exchange crypto liquidity trap
21:16 How leverage is hurting the crypto market
24:12 Phase of the crypto bull cycle
27:10 Maturity of the crypto market
29:34 New crypto infrastructure
32:12 Mainstream crypto adoption
34:40 Will blockchain be centralised as the internet?
36:43 How decentralised is crypto really?
38:51 Can crypto exchanges become the banks of the future?
42:43 Are NFTs the same hype as ICOs in 2017?
44:46 Trading meme coins
47:05 Price actions in meme coins
49:08 Should exchanges allow the trading of meme coins?
51:56 Fan tokens
52:54 Outro

🎙️ GoldRepublic Podcast 🎙️
A podcast inviting guests with valuable insights into the emergence of a new monetary system through the lens of precious metals, cryptocurrencies and other financial instruments presented by Bart Brands, Precious Metals Specialist and Alexej Jordanov, Content Architect at GoldRepublic.

🔎 Need more information about our platform?
Visit us on our website: https://bit.ly/38p4qth​

📲  Want to invest in precious metals and check gold and silver prices?
Download the GoldRepublic app:
- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic
- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

⚠️ DISCLAIMER ⚠️
The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

What are the macro factors that could lead to the next crisis? How does gold behave pre- and during crisis?

We answered those questions with our recurrent guest Mark Yaxley, General Manager of Strategic Wealth Preservation, who gave us insights on why gold outperforms during crisis, why now is a good accumulation phase to buy more gold, why investing in gold is misunderstood by younger generations like millennials and how crypto (e.g. Bitcoin) investors can benefit from diversifying their portfolio with gold. 

🔘Watch the episode on YouTube: https://youtu.be/J6tiwRJHyLc

🗓️ Recording date: 04/11/21

Mark Yaxley is the General Manager for Strategic Wealth Preservation, a fully-integrated precious metals dealer and global storage provider. Following the completion of his studies at McGill University, Mark joined world-renowned Kitco Metals in 2006, serving as their Product Marketing Manager until 2013. Mark joined SWP in 2014 and now serves as the General Manager, focusing on the diverse needs of SWP’s high-net-worth and commercial clients.

🎙️ GoldRepublic Podcast 🎙️
A podcast inviting guests with valuable insights into the emergence of a new monetary system through the lens of precious metals, cryptocurrencies and other financial instruments presented by Bart Brands, Precious Metals Specialist and Alexej Jordanov, Content Architect at GoldRepublic.

🔎 Need more information about our platform?
Visit us on our website: https://bit.ly/38p4qth​

📲  Want to invest in precious metals and check gold and silver prices?
Download the GoldRepublic app:
- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic
- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

⚠️ DISCLAIMER ⚠️
The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.

How can hyperinflation be spotted and is it really about to reach Western economies like the USA?

🔘Watch the episode on YouTube:
https://youtu.be/TbnukI9L8i8

In the second part of our conversation with John Williams from ShadowStats, we discussed the potential for hyperinflation and how gold and silver can preserve your purchasing power.

🗓️ Recording date: 05/10/21


⏰ Topics ⏰
00:00 Intro
01:00 FED's taper game
03:13 Hyperinflationary environment
04:35 What are the causes of inflation?
12:03 Unprecedented times
14:19 When can it be called hyperinflation?
17:07 Why politicians believe hyperinflation won't happen to them?
18:06 Moment we'll know it's hyperinflation
19:52 Why gold is not following inflation yet
21:16 Precious metals as protection against hyperinflation
23:15 About ShadowStats
24:54 Outro

💡 About John Williams (ShadowStats)
"John Williams’ Shadow Government Statistics" is an electronic newsletter service that exposes and analyzes flaws in current U.S. government economic data and reporting, as well as in certain private-sector numbers, and provides an assessment of underlying economic and financial conditions, net of financial-market and political hype.

👉 Website:
http://www.shadowstats.com/

🎙️ GoldRepublic Podcast 🎙️
A podcast inviting guests with valuable insights into the emergence of a new monetary system through the lens of precious metals, cryptocurrencies and other financial instruments presented by Bart Brands, Precious Metals Specialist and Alexej Jordanov, Content Architect at GoldRepublic.

🔎 Need more information about our platform?
Visit us on our website: https://bit.ly/38p4qth​

📲  Want to invest in precious metals and check gold and silver prices?
Download the GoldRepublic app:
- Google Play: https://play.google.com/store/apps/details?id=com.goldrepublic
- Apple Store: https://apps.apple.com/nl/app/goldrepublic/id475643876

⚠️ DISCLAIMER ⚠️
The information provided in this video statement is not an offer, investment advice, or financial service. It is also not intended to encourage you to buy or sell a product or to purchase a service from GoldRepublic, nor as a basis for an investment decision. A decision to invest in a GoldRepublic product can and may only be based on the information contained in a final prospectus and any Key Investor Information and other information about the product concerned (such as annual or semi-annual results). This information is available on the website (www.goldrepublic.com). If necessary, call in an advisor.