In today’s Exponential Investor Podcast, Sam and Shae look at the confusing gold markets.

In times of turmoil and economic uncertainty gold is supposed to be the best hedge for investors…right? RIGHT?

Then why did the price pump higher and then fall right back. IT just doesn’t look like how a “crisis asset” is supposed to behave in an actual crisis.

What’s going on and what are we to make of these moves? Luckily our resident expert, Shae Russell has a pretty good idea about why. And she’ll let you in on a little secret about where the fast money is moving and what the slow money is doing…it’s not what you might think.

Also, is gold trading like a stock? Buy the rumour, sell the news? It appears that way. Which is funny because that’s also how it appears another “crisis asset” is trading now too, bitcoin.

And here’s the thing, both gold and bitcoin can and in our view, should exist as a portion of an investor’s portfolio.

But both gold and bitcoin investors tend to be very adversarial. It doesn’t have to be that way. And in today’s Exponential Investor we unpick why that is and how you should be thinking about both gold and bitcoin in your portfolio.

Until next time…

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Is the pandemic really over? Why are commodity prices surging and plunging every which way? Are house prices in another bubble?

Find out, from Nigel Farage…

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We've recently spoken about the idea of a currency reset. What it is, why it matters and why investors need to understand the idea, even if currency resets only occur once in a generation.

Well, it’s time to take our analysis a little further. Because the war in Ukraine has dramatically raised the chances of a currency reset occurring.

But don’t take our word for it. John Butler literally wrote the book on currency resets. And much of what he wrote about is playing out right now in the news.

And so Nick Hubble decided to ask him about what’s behind those news stories. And what happens next…

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Today is a special edition of Exponential Investor.

We’ve got some exciting news and we thought the best way to explain it is by video!

In today’s Exponential Investor: Special Video, we welcome a new editor who’s going to be writing to you regularly and you’ll be hearing and seeing more of in our podcasts and investor briefings.

Shae Russell is an expert in commodities, mining and metals and she’s joining us at Exponential Investor and Southbank Investment Research as our go-to expert on everything to do with commodities, metals and mining.

I’ve known Shae for about nine years now. Back then we were Melbourne, Australia, where we both worked as investment writers and analysts with Fat Tail Media (then known as Port Phillip Publishing).

Shae is – hands down – one of the most brilliant investment analysts and writers that I’ve ever seen when it comes to the commodities, metals and mining markets.

Her depth of knowledge, access to industry contacts and understanding of this (often) complex world is second to none.

It’s quite the coup that we’ve been able to bring Shae on board as a regular editor here at Exponential Investor and I know that you’ll come to love hearing from her and about the opportunities she’ll be uncovering.

But as I say, the best way to get to know Shae is to meet her (almost) in person.

In our conversation we unpick what Shae is all about, what she’ll bring to Exponential Investor and some of the areas she’s most excited about in the commodities and mining sectors.

You can also expect to hear from Shae this coming Thursday as she publishes her first piece of editorial with us at Exponential Investor: make sure to get your eyes on that one!

But for now, enjoy our video conversation and join me in welcoming Shae Russell to the team.

Until next time…

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Inflation rose again in February. And that was even before the effect of Russia’s invasion of Ukraine.

Meanwhile, Rishi Sunak gave his “Spring Statement” this week, which is really a mini-budget. There were a few things to modestly alleviate the cost of living crisis. But it was thin gruel.

In particular, there was very little to help small businesses.

And the war in Ukraine rumbles on.

See Nigel's take on all this in this week’s video.

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Take a look at the market…

It’s not pretty.

The stock market is floundering. The crypto market is floundering.

Now cast your eye over the stock market in China…

It has taken a beating the likes we’ve only seen previously in 2008/09 and more recently in March 2020 in the early stages of the pandemic.

Some stocks that were the darlings of the market, Alibaba, JD.com, Baidu are trading upwards of 50% off their recent highs.

Is China a happy hunting ground now? You can bet your bottom dollar if you’ve got any kind of emerging markets fund or ETF you’ll have a big Chinese exposure. So do you load up for the long Chinese run back to power, or will there be some more pain before gain?

And if China is on the comeback trail what does that means in the broader geopolitical landscape?

Having seen Russia recently cut out of the global financial system, they’ve turned to their Chinese buddies for a bit of salvation, and there’s talk of oil getting paid for in Yuan.

So what?

Who cares?

What really matters is the optics of all this for the markets. And perhaps the really bigger story here is a glimpse at a precursor to a system of digital currency issued by central banks that is coming to your front door faster than you think.

There is of course a fast and easy way to ensure that regardless of these geopolitical shenanigans you can build and grow wealth. Even when the markets are down, inflation is up and the cost of living is soaring, you can earn more money in new ways that defies all the headwinds we face.

There’s a few dots to connect and we certainly try to pick through the noise this week in what is an exciting, slightly worrying, but always optimistic episode of the Exponential Investor Podcast.

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Boris Johnson has been trying to sweet talk the Saudis into increasing the oil supply, to bring prices down. It doesn't look like he had much success. Inflationary pressures are still in place, and the government is about to increase the tax burden (even further) on workers and businesses.

In such an environment, a lot of businesses could struggle, including pubs that were already battered by the pandemic lockdowns.

One good piece of news is that unemployment is almost down to pre-pandemic levels. But will wages rise enough to combat the rising cost of living and new taxes?

Find out what Nigel Farage makes of this week’s news, and the news coming in a few months’ time, in this video…

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Visit https://fortuneandfreedom.com/

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When it comes to the markets right now, it’s fair to say that things are wild!

Nickel hit a record $100,000/tonne, with the chart going vertical, trading like some cryptos do.

I didn’t think I’d be comparing the commodities market to crypto this year, that’s for sure.

Yet, here we are, at a time that the costs of critical metals are skyrocketing. Yet these are also supposed to be the metals that will help us usher in a new energy revolution that will make our energy cleaner, greener and ultimately cheaper.

The question on our lips and many others in the UK is, when?

When will things get better and cheaper?

If this is supposed to be deflationary for prices, why are prices tripling when we whip out the energy bill?

Is this just another example of something that will benefit us in another ten years’ time? And if so, what do we do now about it? Can we do anything now about it?

And where are the opportunities in a market that is the most volatile that we can remember of recent times?

Energy and food prices are rocketing, the West is starting to cut off Russian energy exports, Saudi Arabia is reluctant to increase the oil supply, and the UK government seems confused between the costs of essential commodities and the security of their supply.

Meanwhile, gold is providing an investment safe haven during the chaos.

Find out what Nigel Farage makes of this week’s news, and the news coming in a few months’ time, in this video…

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Visit https://fortuneandfreedom.com/

Russia’s invasion of Ukraine has put a big dent in stock portfolios across the world.

Meanwhile, (and at time of writing), bitcoin has risen 14% over the seven days.

Some pundits believe this could be the start of a decoupling…

That cryptocurrency could offer an escape for investors from the traditional financial system – which is taking a big hit right now.

Rumours are even circulating that the oligarchs are funnelling their money into bitcoin to avoid sanctions.

There’s certainly a lot to talk about when it comes to crypto right now.

So, today, Nigel sits down with our in-house cryptocurrency expert Sam Volkering, who has invested in the market for over a decade.

Want to hear more from Nigel and the Fortune and Freedom team?

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