Chinese Gold Demand with Koos Jansen

52

On Thursday, Vaulters had a chance to interact with Chinese Gold Demand expert, Koos Jansen. The information shared by Koos was so interesting and informative that I felt it needed wider distribution.

In this 40-minute webinar, Koos discusses:

  • The methodology of calculating total Chinese demand
  • How China is acquiring and importing so much of the world's gold
  • What the ultimate goals and endgame of The Chinese might be

If you're not familiar with Koos' work, you should be. His website can be found here: https://www.ingoldwetrust.ch

Two recent articles that you should definitely read are here: https://www.ingoldwetrust.ch/shanghai-gold-exchange-physical-delivery-eq... and here: https://www.ingoldwetrust.ch/alex-stanczyk-physical-supply-never-been-ti...

Again, every Thursday, subscribers participate on what we call "Access2Access". These programs are hosted on the GoToWebinar format so that the listeners have the opportunity to pose the questions. Recent guests have included G. Edward Griffin, Alasdair Macleod and Jim Willie. It's all just a part of what Vaulters receive for their $10/month Vault subscription fee. More info can be found here: https://www.tfmetalsreport.com/subscribe

TF

  52 Comments

Fatso
Jan 11, 2014 - 9:56am

Great value being a member at this site!

Tyrd

I sleep much better at night from your podcasts, thany you for everything!

MsMaryMac
Jan 11, 2014 - 10:04am

A few questions for Koos on

A few questions for Koos on the next go around, Does he think that Germany may be buying gold covertly? Does he think the US suspects this? Granted, this does not fall into his area of expertise, but he may have an opinion or perspective on these questions. Great Podcast, Thank You

Sandiaman
Jan 11, 2014 - 10:14am

Third

Thanks for a Saturday Edition.

ivars
Jan 11, 2014 - 10:15am

I think this is what is going

I think this is what is going to happen very soon. The ultimate bailout- recapitalization of th FED by USG. But this time with state assets not more debt. Clever people predicted it long time ago-2011:

https://www.reuters.com/article/2011/01/11/us-usa-fed-insolvency-idUSTRE7096FE20110111

Quote: But the Fed's newfangled policy steps and the potential for credit losses raises, for some experts, the prospect that the Treasury may actually be forced to "recapitalize" the Fed -- economist-speak for what others might call a bail-out.

That would be a strange role reversal given the Fed's efforts to ease monetary policy by buying the Treasury's debt, and it could raise a political firestorm from lawmakers who believed all along the Fed was putting taxpayer money at risk.

After this, politics will have new dimension and Rand Paul type people stock may surge ...which does not bode well for his life expectancy.

Similar thing was done in England in 18th or even end of 17th century as well, though not with real assets I think.. I have to look into Bullion report again.

There might be other CBs in history of some countries that had sucked in state assets from state in exchange for state debt? .

MsMaryMac
Jan 11, 2014 - 10:35am

MsMary

Just click to his site. I'd suggest you email him directly with your questions. He's a very nice guy and I'm certain he'll get right back to you.

Orange
Jan 11, 2014 - 10:43am

Memories

I received a valentines card in my late teens in England.

The return address was:

Miss Mary Keeps

The Cackwell Inn

Tillet Herts.

To bad, I never could figure out who sent it.

The Doc
Jan 11, 2014 - 11:09am

Looking forward to sitting

Looking forward to sitting down with a nice cup of coffee and listening to this TF! Koos is a wealth of information on the Chinese gold market.
Our pal Ned was kind enough join us on M&M this week for any Turdites interested.
We need to get you back on the show Turd, its been awhile!
-Doc

Long & Wrong? Ned Naylor-Leyland on The Last Little Trickle of the Gold Repatriation Game

Quilter Cheviot fund manager & precious metals expert Ned Naylor-Leyland joins The Doc & Eric Dubin on this week’s SD Weekly Metals & Markets for an in-depth discussion on gold & silver.
Ned discusses the German investigation into precious metals market manipulation- and why unlike the CFTC, the German’s have the motivation to conduct a real investigation.
We cover the Bundesbank’s attempts to repatriate its gold reserves: why NNL is “da*n sure” the Germans knew their gold was gone, and that after only receiving 37 tons in year 1, Ned almost wonders whether the Germans will get ANY more, and states that we are likely seeing the last little trickle of the repatriation game kicked off by the Venezuelans.
Naylor-Leyland believes it is difficult to say the price of gold has really fallen when you see such a complete divergence between demand for the underlying and the price on the screen and that redemption for precious metals investors may not be far off:
We’ve all been long and wrong for awhile, but with the kind of premiums in India- the same kinds of premiums that broke the London Gold Pool last time around- the same 20% ish arbitrage opportunities. The physical is swirling around madly, and I see a change taking place very soon.

https://www.silverdoctors.com/long-wrong-ned-naylor-leyland-on-the-last-...

MsMaryMacTF
Jan 11, 2014 - 11:14am

Koos Questions

Thanks Turd

Will do and share with the board.

silver66
Jan 11, 2014 - 11:28am

top ten twice today

my lucky day Silver66

waxybilldupp
Jan 11, 2014 - 11:38am

? for admin ...

I've been having issues with pages loading for the last 3 or 4 days. A new page takes about 20 seconds to load, rather than the usual 1/10 of a second. Other issue is that when I click on a hat tip, the page reloads and takes me back to the top. Any one else seeing these issues? I've cleared out cookies, cleaned everything I can clean, rebooted multiple times. Nothing improves the situation. Any ideas? Anyone? Bueller? Anyone?

wax off

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

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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

Key Economic Events Week of 10/28

10/30 8:30 ET Q3 GDP first guess
10/30 2:00 ET FOMC fedlines
10/30 2:30 ET CGP presser
10/31 8:30 ET Personal Income & Spending
10/31 8:30 ET Core Inflation
10/31 9:45 ET Chicago PMI
11/1 8:30 ET BLSBS
11/1 9:45 ET Markit Manu PMI
1/1 10:00 ET ISM Manu PMI

Key Economic Events Week of 10/21

10/22 10:00 ET Existing home sales
10/24 8:30 ET Durable Goods
10/24 9:45 ET Markit flash PMIs
10/24 10:00 ET New home sales
10/25 10:00 ET Consumer Sentiment

Key Economic Events Week of 10/14

10/15 8:30 ET Empire State Fed MI
10/16 8:30 ET Retail Sales
10/16 10:00 ET Business Inventories
10/17 8:30 ET Housing Starts and Bldg Perms
10/17 8:30 ET Philly Fed MI
10/17 9:15 ET Cap Ute and Ind Prod
10/18 10:00 ET LEIII
10/18 Speeches from Goons Kaplan, George and Chlamydia

Key Economic Events Week of 10/7

10/8 8:30 ET Producer Price Index
10/9 10:00 ET Job Openings
10/9 10:00 ET Wholesale Inventories
10/9 2:00 ET September FOMC minutes
10/10 8:30 ET Consumer Price Index
10/11 10:00 ET Consumer Sentiment

Key Economic Events Week of 9/30

9/30 9:45 ET Chicago PMI
10/1 9:45 ET Markit Manu PMI
10/1 10:00 ET ISM Manu PMI
10/1 10:00 ET Construction Spending
10/2 China Golden Week Begins
10/2 8:15 ET ADP jobs report
10/3 9:45 ET Markit Service PMI
10/3 10:00 ET ISM Service PMI
10/3 10:00 ET Factory Orders
10/4 8:30 ET BLSBS
10/4 8:30 ET US Trade Deficit

Key Economic Events Week of 9/23

9/23 9:45 ET Markit flash PMIs
9/24 10:00 ET Consumer Confidence
9/26 8:30 ET Q2 GDP third guess
9/27 8:30 ET Durable Goods
9/27 8:30 ET Pers Inc and Cons Spend
9/27 8:30 ET Core Inflation

Key Economic Events Week of 9/16

9/17 9:15 ET Cap Ute & Ind Prod
9/18 8:30 ET Housing Starts & Bldg Perm.
9/18 2:00 ET Fedlines
9/18 2:30 ET CGP presser
9/19 8:30 ET Philly Fed
9/19 10:00 ET Existing Home Sales

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