If you have an interest in the precious metals, then the annual "In Gold We Trust" report from Incrementum AG is always a must read. As a follow-up, here's your chance to hear directly from one of the report's principal authors, our pal Ronald-Peter Stoeferle.
The compact version of this year's report is embedded below. If you'd like to download the full version, you can do so through this link: https://ingoldwetrust.report
For this podcast, Ronni and I discuss three themes that were primary topics in the 2019 report:
- The concept of trust and the continuing loss of confidence in global institutions.
- The notion that "the best track record for recession forecasts is found in the yield curve".
- Has creative destruction in the mining sector set the stage for a bull market in the shares?
We also discuss these three charts that are taken from the report:
You're going to really enjoy this podcast. Thanks in advance for listening.