Thursday Conversation - Alasdair Macleod

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Our old friend, Alasdair Macleod of GoldMoney, stopped by today to discuss gold, inflation and central bank policy. On a day like today, where prices are being indiscriminately smashed, a podcast like this can be invaluable in helping you to maintain your focus upon The Big Picture.

And that's what we discuss today...The Little Picture and The Big Picture. To that end, I asked Alasdair to address:

  • the current action in the Comex metals and why CDG is trading tick-for-tick with the POSX
  • how price inflation is being dramatically miscalculated...we again refer to the Chapwood Index
  • what this means for real interest rates
  • and what the central banks will try next as they desperately seek higher levels of inflation as measured by their traditional metrics

In fact, Alasdair just spent a great deal of time writing about all of this and his latest research report was just posted to the GoldMoney website earlier today: https://www.goldmoney.com/research/goldmoney-insights/inflation-running-...

Thanks again to Alasdair for so generously sharing his time today. Please be sure to give this podcast a thorough listen.

TF

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Key Economic Events Week of 9/13

9/13 2:00 ET Federal Budget
9/14 8:30 ET CPI
9/15 8:30 ET Import Pice Idx
9/15 8:30 ET Empire State Idx
9/15 9:15 ET Ind Prod and Cap Ute
9/16 8:30 ET Retail Sales
9/16 8:30 ET Philly Fed
9/16 10:00 ET Business Inventories
9/17 10:00 ET UMich Consumer Sentiment

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