Interview: Metals and Miners
Gold Is The Monetary Inflation Hedge Par Excellence
Thanks to Gary Bohm of Metals and Miners for this recent interview.
We cover why gold prices are defying traditional models and how central bank policies could trigger a return to quantitative easing (QE). Risks include the coming ‘debt maturity wall’ and why the debt/ liquidity ratio matters far more than debt/GDP.
https://youtube.com/@metalsandminers
Michael, in one of your research pieces tweeted here https://x.com/crossbordercap/status/1933214650977431955 you say GLI climbed higher in May. Yet your weekly updates say its been down $2,2 Trln. What is the difference?