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Chapters:

00:00:00 Introduction: Gold

3:50 What will the central bank narrative be?

5:04 5 metrics to look at gold: What are the commodities telling us

6:25 Central bank demand for gold

9:48 Gold as currency

14:59 Gold as Last Resort

20:53 What’s different now from the 70s?

27:39 Gold as a portfolio stabilizer

36:44 Existential issues

42:53 Insane energy prices

47:30 Fuel prices

49:25 Upcoming elections

55:07 Is there a political solution?