Governments and central banks around the world are driving economies off a cliff with unprecedented monetary easing and spending stimulus.

Ronald Stöferle, a partner with the wealth-management firm Incrementum AG and the publisher of the annual In Gold We Trust report, argues that negative interest rates ripple across societies in the form of unserviceable public debt, discontent, and ultimately inflation.

He argues that once inflation becomes a concern, it will be a big driver of gold prices. Investing in precious metals is a safeguard against the coming storm.

In our weekly segment with the Discovery Group, we speak with Stephen Swatton, president and CEO of K2 Gold Corporation (TSX-V: KTO).

Show notes: https://goldnewsletter.com/podcast/zero-interest-world-makes-inflation-inevitable/

Zero-Interest World Makes Inflation Inevitable

The Gold Newsletter Podcast, hosted by Fergus Hodgson and Brien Lundin, is your home for investment, economics, and geopolitics. It is a project of Jefferson Companies, which publishes Gold Newsletter and hosts the New Orleans Investment Conference. For show notes, go to http://goldnewsletter.com/podcast/.

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Adam Dubove, cofounder and director of financial consulting firm Ichimoku Fibonacci, contends that the FTX failure does not represent a cryptocurrencies failure. However, he believes the US government will use the company’s failure as an excuse to add new regulations to allegedly protect the victims and create a false sense of security.   

Dubove, who has written for the PanAm Post, Cointelegraph, and others, explains that there is an ongoing debate in US Congress regarding crypto regulation. He claims that US congressmen can take a proregulation or procryptocurrencies approach, but in the meantime people are still free to use their preferred cryptocurrency.

The Gold Newsletter podcast is proudly sponsored by Inventa Capital, a premier investment group with a first-rate portfolio of mining companies. Visit Inventa’s website to learn more.

Show notes: https://goldnewsletter.com/podcast/how-ftx-epitomizes-regulatory-capture/

How FTX Epitomizes Regulatory Capture | Adam Dubove

Peter Hartley, Rice University professor and scholar of energy economics at the Baker Institute, contends that the main reason for rising retail energy prices is an emphasis on so-called green or renewable energy and its political popularity. He explains that Vladimir Putin’s invasion of Ukraine exacerbated a preexisting trend.

Hartley, who has worked on energy economics issues for 35 years, makes the case for nuclear energy by arguing that countries with more nuclear energy have lower energy prices. In contrast, he explains how wind and solar energy correlate with higher prices. Despite this, wind and solar energy are more popular among the population due to a romanticization of renewables.

In our weekly Inventa Capital segment, Cherie Leeden, CEO of Gold Bull Resources (TSX-V: GBRC), reports on the Sandman Project located in Nevada, United States. Leeden shares that Gold Bull has already started the feasibility study for the Sandman Project. Further, she reveals that Gold Bull is in talks with two companies regarding merger and acquisition (M&A) opportunities, although she cannot yet reveal which ones.

Show notes: https://goldnewsletter.com/podcast/case-for-nuclear-energy-renaissance/

The Case for a Nuclear Energy Renaissance | Peter Hartley

When it comes to sound money, trader and financial educator Tone Vays argues bitcoin is the most robust among cryptocurrencies. Its unrivaled decentralization and security properties make bitcoin resistant to censorship, confiscation, and manipulation.

Tone, who worked on Wall Street for 10 years prior to discovering bitcoin, sees gold and other precious metals as wealth protection and potential trades, rather than long-term investments because they resist inflation but pay no dividend. In contrast, he believes bitcoin will gain value over time and be the one asset that people can use across borders, once central-bank digital currencies become mainstream.

The Gold Newsletter podcast is proudly sponsored by Inventa Capital, a premier investment group with a first-rate portfolio of mining companies. Visit Inventa’s website to learn more.

Show notes: https://goldnewsletter.com/podcast/what-makes-bitcoin-crypto-gold-standard/

What Makes Bitcoin the Gold Standard of Cryptocurrencies | Tone Vays

Brien Lundin, editor of Gold Newsletter, discusses the end-of-year issue, which includes a review of financial events, transcripts from the 2022 New Orleans Investment Conference (NOIC), and other high-value exclusive content. In this episode, Lundin also shares his insights regarding the implications of future Federal Reserve policies, the influence Wall Street traders have in financial markets, and the future of the gold and silver markets.

For Lundin, in 2023, the US economic scenario will consist of relatively high inflation—between 4 and 6 percent—and easy-money policies issued by the Fed. Lundin foresees financial trends will be bearish for stocks and bonds and bullish for precious metals.

Show notes: https://goldnewsletter.com/podcast/why-fed-chicken-out-inflation/

Why the Fed Will Chicken Out on Inflation | Brien Lundin

The US federal government is no longer within the boundaries that the Founding Fathers set up to limit the power of Washington. Dan Mitchell, a leading fiscal-policy economist, argues consecutive presidential administrations have increased federal spending, and they have made higher taxes a near certainty.

A former senior fellow with the Cato Institute and the Heritage Foundation, Mitchell warns that US politicians consider tax competition a threat and that they have been promoting a tax cartel as a response. While the United States remains competitive regarding income taxes in contrast to some European countries, it is one of the worst jurisdictions when it comes to taxing capital.

In our weekly Inventa Capital segment, Chris Donaldson, executive chairman of TinOne (TSX-V: TORC.V), reports on the latest drilling results from the Great Pyramid Project, Tasmania. Donaldson, who just returned from visiting the company’s projects in Australia, also notes positive news regarding the broader tin market. As reported by Andy Home of Reuters: "The faster the world moves towards the internet-of-things, the more tin will be needed to glue the expanding metaverse together." After a five-week price rebound, Donaldson expects the bull run to continue and drive up equities prices.

Show notes: https://goldnewsletter.com/podcast/santa-claus-policies-spell-higher-taxes-americans/

Zero-Interest World Makes Inflation Inevitable

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