Section
Gold
869 posts
A case for higher gold prices
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Are inflation, the Ukraine conflict, and other factors conspiring…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Hugh Hendry: Big Macro Fault Lines
Listen on The Move Recorded February 18, 2022 Hugh Hendry, a.k.a. The Acid Capitalist, and Founder of the…
The Great Gold Love Trade Is Alive and Well, as India Buys a Record Amount
India reported spending a record $55.7 billion on gold imports last year. by Frank Holmes, CEO, CIO, U.S.…
Reports of Gold’s Death Are Greatly Exaggerated
by Frank Holmes, CEO, CIO, U.S. Global Investors Back in December 1997, the Financial Times ran a now-infamous…
Elevated inflation not enough for gold
by Russ Koesterich, Portfolio Manager, Blackrock BlackRock portfolio manager Russ Koesterich, CFA discusses the headwinds gold is facing…
Gold Finds Support as Key Inflation Rate Hits a 30-Year High
by Frank Holmes, CEO, CIO, U.S. Global Investors Contrary to popular belief, what’s good for the goose is…
Gold Is Now the Second Most Liquid Asset on Earth
by Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Contrary to popular belief, what’s good for…
Gold Passed the Evergrande "Stress Test"
by Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors It’s the biggest company you’ve never heard…
Jeffrey Sherman – Macro-Outlook: How Should Investors Be Positioning?
Jeffrey Sherman, Deputy CIO of Los Angeles-based DoubleLine Capital, which manages $137-billion in AUM joined us for an…
Afghanistan Is Sitting on a Gold Mine. Literally.
by Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors On behalf of everyone at U.S. Global…
Gold, an "Attractive Insurance Policy"
by Frank Holmes, CEO, CIO, U.S. Global Investors After 20 years, the longest war in U.S. history is…
16 Wade Guenther on An Innovative Approach to Investing in Gold
Watch in Youtube Listen to the Podcast on the go Listen at Google Podcasts Wade Guenther, Partner,…
Gold Is the Ultimate Contrarian Investment Right Now
by Frank Holmes, CEO, CIO, U.S. Global Investors Legendary global investor John Templeton once said that the best…
Jurrien Timmer: Is Silver the New Gold?
by Jurrien Timmer, Director or Global Macro, Fidelity Investments Key takeaways Bitcoin partly usurped gold's traditional role of…
Is gold broken?
by Craig Basinger, Alexander Tjiang, Derek Benedet, Chris Kerlow, Brett Gustafson, Richardson Wealth It is a reasonable question…
