Access to Access #2a - Jim Willie, Part II

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We conclude our conversation with Jim Willie with this second podcast. In this segment, we discuss China and the eventual move away from dollar hegemony as well as the continuing raid on the GLD and other stores of physical gold around the world. We then conclude with some miscellaneous topics and a new feature I call the "Final Four". I hope you find this second installment to be entertaining and informative.

  55 Comments

goldeneye
Aug 10, 2013 - 1:30am
Spartacus Rex
Aug 10, 2013 - 1:44am

FIrst (To Hat Tip!) Hey TF...

Any Luck contacting Grant Williams for an interview yet? Thanks.

DeaconBenjamin
Aug 10, 2013 - 1:48am

Indian villagers defeat British billionaire over plans to mine

7:52PM BST 09 Aug 2013

Anil Agarwal, who rose from humble beginnings as a scrap metal dealer in one of India's poorest states to a life of luxury in London's Mayfair, had planned to boost his fortune by mining and processing bauxite in Niyamgiri, Orissa, south East India. He promised to bring new jobs, build schools and hospitals to bring the hill's 'backward' Dongria Kondh tribesmen into the modern world.

Anil Agarwal, Chief Executive of Vedanta Resources. (JUSTIN SUTCLIFFE FOR THE TELEGRAPH)

His plan however, which was agreed with the Orissa state government as far back as 2005, infuriated the Dongria who saw the proposal as an attack not only on their way of life but also on 'Niyamraja', the sacred hill they worshipped as their provider. They launched a protest movement to save their verdant tropical forest paradise populated by tigers, leopards and elephants from Mr Agarwal's plans to replace its mango and sal trees with mine shafts and busy roads.

A lady listens to proceedings outside the meeting hall. (Simon De Trey-White)

And this week they clinched a decisive victory. Lakhapadar, the largest of twelve Dongria villages on Niyamgiri, rejected the mine plan unanimously in a vote described by an Indian minister as a historic moment in the country's democracy – the first time the government had allowed its tribal people to decide their own future.

The Dongria speak Kui, a language few outsiders understand, and live in remote mud hut villages with little contact with the outside world. They live without electricity, have no access to television, and have survived without schools and hospitals. Few, if any, of them have ever been to the nearest town, Bhawanipatna, two hours away by car or watched a Bollywood film.

https://www.telegraph.co.uk/news/worldnews/asia/india/10234314/Indian-vi...

pforth
Aug 10, 2013 - 2:04am

I've never done this before but...

what the hey.... fourth!

Roger Rocker
Aug 10, 2013 - 3:20am

Last Night

I researched after reading those silly posts, and now I know my first impression was right, Dr. JW does have a very large and strange head.

I believe he knows his business.

Stack on!

Urban Roman
Aug 10, 2013 - 4:03am

Note the gold

... nose rings the Indian villager is wearing. I bet that's real gold, too. At least 18 K.

DirkDirkler
Aug 10, 2013 - 4:24am

Regarding US Treasuries and

Regarding US Treasuries and China - they're still at it. Right now the Fed is the largest US bond holder at close to 2 trillion, but China has not given up on them either, increasing their holdings from 700 billion in 2008 to 1,3 trillion right now.

China still needs to send the US their cash to buy their products. This will probably continue for a couple of years. Don't expect any substantial selling to occur any time soon, if even within this decade.

Urban Roman
Aug 10, 2013 - 4:56am

Geopolitical

... tiddlywimks. Trouble is, it's so hard to flip the horsies and bishops into the little cup. Just listening to the last of the interview.

'nite, all.

DirkDirkler
Aug 10, 2013 - 5:12am

Lol the last question, please

Lol the last question, please someone translate that word for word. I think his english translation wasn't quite word for word accurate :).

Great segment, lots of info. I like Egon von Greyerz and Steven Leeb and a few others, but Jim Willie is my favorite listen. Can't think of anyone who I'd rather listen to talking about PMs and all kind of stuff.

philipat
Aug 10, 2013 - 5:57am

Problem?

Probably just me but I can't get the Podcast to play. I'm not having bthe problems with other Pods?

Key Economic Events Week of 1/27

1/28 8:30 ET Durable Goods
1/28 10:00 ET Consumer Confidence
1/29 10:00 ET Pending Home Sales
1/29 2:00 pm ET FOMC Fedlines
1/29 2:30 pm ET Powell presser
1/30 8:30 ET Q4 GDP first guess
1/31 8:30 ET Pers Inc and Spending
1/31 9:45 ET Chicago PMI
2/2 10:00 pm ET Chiefs win SB LIV

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Key Economic Events Week of 1/27

1/28 8:30 ET Durable Goods
1/28 10:00 ET Consumer Confidence
1/29 10:00 ET Pending Home Sales
1/29 2:00 pm ET FOMC Fedlines
1/29 2:30 pm ET Powell presser
1/30 8:30 ET Q4 GDP first guess
1/31 8:30 ET Pers Inc and Spending
1/31 9:45 ET Chicago PMI
2/2 10:00 pm ET Chiefs win SB LIV

Key Economic Events Week of 1/13

1/14 8:30 ET CPI
1/14 9:00 ET Goon Williams
1/15 8:30 ET PPI and Empire Fed
1/16 8:30 ET Retail Sales and Philly Fed
1/17 8:30 ET Housing Starts
1/17 9:15 Et Cap Ute and Ind Prod

Key Economic Events Week of 1/6

1/7 8:30 ET US trade deficit
1/7 10:00 ET ISM Services PMI
1/7 10:00 ET Factory Orders
1/8 8:15 ET ADP employment
1/9 8:00 ET Goon Chlamydia speech
1/9 1:20 ET Goon Evans 2:00 ET Goon Bullard
1/10 8:30 ET BLSBS
1/10 10:00 ET Wholesale Inventories

Key Economic Events Week of 12/16

12/16 8:30 ET Empire State Manu Idx
12/16 9:45 ET Markit flash PMIs Dec
12/17 8:30 ET Housing Starts and Bldg Perms
12/17 9:15 ET Cap Ute and Ind Prod
12/19 8:30 ET Philly Fed
12/20 8:30 ET Final guess Q3 GDP
12/20 10:00 ET Pers Inc and Spending
12/20 10:00 ET Core Inflation

Key Economic Events Week of 12/9

12/10 8:30 ET Productivity and Unit Labor Costs
12/11 8:30 ET CPI
12/11 2:00 pm ET FOMC fedlines
12/11 2:30 pm ET CGP presser
12/12 8:30 ET PPI
12/13 8:30 ET Retail Sales
12/13 10:00 ET Business Inventories
12/13 11:00 ET Goon Williams speech

Key Economic Events Week of 12/2

12/2 9:45 ET Markit Manu PMI
12/2 10:00 ET ISM Manu PMI
12/2 10:00 ET Construction Spending
12/4 9:45 ET Markit Services PMI
12/4 10:00 ET ISM Services PMI
12/5 8:30 ET Trade Deficit
12/5 10:00 ET Factory Orders
12/6 8:30 ET BLSBS
12/6 10:00 ET Wholesale Inventories

Key Economic Events Week of 11/25

11/25 8:30 ET Chicago Fed Nat'l Idx
11/25 7:00 pm ET CGP speech
11/26 8:30 ET Advance Trade
11/26 9:00 ET Case-Shiller home prices
11/26 10:00 ET New home sales
11/26 10:00 ET Consumer Confidence
11/27 8:30 ET Q3 GDP 2nd guess
11/27 8:30 ET Durable Goods
11/27 9:45 ET Chicago PMI
11/27 10:00 ET Pers Inc & Cons Spndg
11/27 10:00 ET Core inflation
11/27 2:00 pm ET Beige Book

Key Economic Events Week of 11/18

11/19 8:30 ET Housing Starts & Bldg Perms
11/20 2:00 ET October FOMC minutes
11/21 8:30 ET Philly Fed
11/21 10:00 ET Existing Home Sales
11/22 9:45 ET Markit November Flash PMIs

Key Economic Events Week of 11/11

11/12 Three Fed Goon speeches
11/13 8:30 ET CPI
11/13 11:00 ET CGP on Capitol Hill
11/14 8:30 ET PPI
11/14 Four Fed Goon speeches
11/14 10:00 ET CGP on Capitol Hill
11/15 8:30 ET Retail Sales
11/15 8:30 ET Empire State Manu Index
11/15 9:15 ET Cap Ute and Ind Prod
11/15 10:00 ET Business Inventories

Key Economic Events Week of 11/4

11/4 10:00 ET Factory Orders
11/5 9:45 ET Markit Services PMI
11/5 10:00 ET ISM Services PMI
11/6 8:30 ET Productivity & Labor Costs
11/6 Speeches by Goons Williams, Harker and Evans
11/8 10:00 ET Consumer Sentiment
11/8 10:00 ET Wholesale Inventories

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