The Gold Chronicles: October 2017 podcast with Jim Rickards and Alex Stanczyk
Bullion Bank Scotia Mocatta *How the Chinese are assembling strategic LBMA and Gold industry focal points of control *Allianz Chief Economic Advisor Mohamed El-Erian on gold *Why Central banks cannot control market volatility forever, and gold will return as a key safe haven hedge *Currency Market Volatility *Typical institutional portfolio allocations in gold *Why increased weighting of institutional portfolios to gold could have an impact on USD gold price *Janet Yellen’s Legacy *20pct Chance of a Fed Rate Hike in December, market is currently pricing in an 80pct chance of a rate hike *How the Fed is making decisions based on broken models *Next pick for Federal Reserve Chairman *Analysis of 6 hrs spent with HR McMaster, US National Security Advisor to the President, and Mike Pompeo, Director of the CIA on topics of US National Security *Determining probability of a kinetic war with North Korea *Key quotes “Prevent…by military means if necessary”, “last chance to avoid severe consequences”, “we are running out of time”, “accept and deter, is unacceptable” *20pct Probability of Regime change in NK, 20pct Kim Jong-Un backs down, 60pct United States goes to war *Inside view of Trump – good or bad decision maker