A2A - John Butler of Amphora Capital

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Earlier today, I had the opportunity to get caught up again with John Butler, money manager and author of the book, "The Golden Revolution".

John is a wealth of knowledge and it is a great pleasure to be able to pick his brain. In this podcast we discuss:

  • The central bank policy of "do whatever it takes"
  • The changing risk premia of equities and the impact this may have on gold prices going forward
  • The G-20 meeting that will soon be held in St. Petersburg, Russia
  • The likelihood that a "Golden Revolution" is still in the cards

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Key Economic Events Week of 2/3

2/3 9:45 ET S&P Manu PMI
2/3 10:00 ET ISM Manu PMI
2/3 10:00 ET Construction Spending
2/3 11:00 ET Goon Collins
2/3 12:00 ET Goon Bostic
2/4 10:00 ET JOLTS
2/4 10:00 ET Factory Orders
2/4 11:00 ET Goon Bostic again
2/4 2:00 ET Goon Daly
2/5 8:15 ET ADP jobs report
2/5 9:00 ET Goon Barkin
2/5 9:45 ET S&P Services PMI
2/5 10:00 ET ISM Services PMI
2/5 1:00 ET Goon Ghoulsbee
2/5 3:00 ET Goon Bowman
2/6 8:30 ET Jobless claims
2/6 2:30 ET Goon Waller
2/7 8:30 ET BLSBS
2/7 9:30 ET Goon Bowman again
2/7 10:00 ET Wholesale Inventories
2/7 10:00 ET Prelim Feb UMich

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