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Will Gold Stocks Protect You in a Crisis? (Dirk Baur)

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Manage episode 494528011 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Recent wild volatility in markets has led us to reflect ongold, so we thought why not chat with the man who’s spent more time than most thinking about the precious metal… Dirk Baur.

Dirk was kind enough to share his wisdom from his decades of observing and analysing gold, as well as a host of other metals.

We learn how gold & gold equities perform in crisistimes, whether silver really is a safe haven, if we should consider PGMs as precious metals, the likelihood of bitcoin disrupting the gold bull market, why the GDX is not what it seems plus plenty more.

Enjoy the chat!

……………

TIMESTAMPS

00:00 Introduction

02:20 Is gold undervalued?

04:45 Safe haven vs hedge

09:55 Gold being trusted

12:25 Gold equities vs gold

15:58 Where does silver go from here?

19:50 Are the studies too short-dated

25:23 Negative return asymmetry in commodities

29:41 Unbacked gold claims

31:07 Have ETFs distorted gold

33:27 Gold ETF vs individual stocks

37:10 Central banks pushing gold

40:01 The gold standard

41:47 Green gold

47:15 Stablecoins

48:43 Tether in gold

49:59 Gold predictions

……………

Join 12k+ subscribers to the ⁠Director’s Special⁠:one daily email with all the news that matters in mining

……………

PARTNERS

Thank you to the mining services businesses that make thiscontent possible:

· Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected]

· Sandvik Ground Support – The only ground supportyou’ll ever need

· Cross Boundary Energy – Independent power producer for the global mining industry | [email protected] +61 466 184 943 ……………

FOLLOW & CONNECT

• YouTube: ⁠@MoneyofMine⁠

• Twitter / X: ⁠@moneyofminepod⁠

⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠

• Travis Ricciardo: ⁠@TRAVmoneyofmine⁠⁠

• Jonas Dorling: ⁠@JDmoneyofmine⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠Money Miners Facebook Group⁠

• Step 2: Request access to the ⁠HOOTEROO chat⁠

……………

DISCLAIMER

All information in this podcast is for education andentertainment purposes only and is of general nature only.

Please ensure you read our ⁠full disclaimer⁠.

  continue reading

477 episodes

Artwork
iconShare
 
Manage episode 494528011 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Recent wild volatility in markets has led us to reflect ongold, so we thought why not chat with the man who’s spent more time than most thinking about the precious metal… Dirk Baur.

Dirk was kind enough to share his wisdom from his decades of observing and analysing gold, as well as a host of other metals.

We learn how gold & gold equities perform in crisistimes, whether silver really is a safe haven, if we should consider PGMs as precious metals, the likelihood of bitcoin disrupting the gold bull market, why the GDX is not what it seems plus plenty more.

Enjoy the chat!

……………

TIMESTAMPS

00:00 Introduction

02:20 Is gold undervalued?

04:45 Safe haven vs hedge

09:55 Gold being trusted

12:25 Gold equities vs gold

15:58 Where does silver go from here?

19:50 Are the studies too short-dated

25:23 Negative return asymmetry in commodities

29:41 Unbacked gold claims

31:07 Have ETFs distorted gold

33:27 Gold ETF vs individual stocks

37:10 Central banks pushing gold

40:01 The gold standard

41:47 Green gold

47:15 Stablecoins

48:43 Tether in gold

49:59 Gold predictions

……………

Join 12k+ subscribers to the ⁠Director’s Special⁠:one daily email with all the news that matters in mining

……………

PARTNERS

Thank you to the mining services businesses that make thiscontent possible:

· Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected]

· Sandvik Ground Support – The only ground supportyou’ll ever need

· Cross Boundary Energy – Independent power producer for the global mining industry | [email protected] +61 466 184 943 ……………

FOLLOW & CONNECT

• YouTube: ⁠@MoneyofMine⁠

• Twitter / X: ⁠@moneyofminepod⁠

⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠

• Travis Ricciardo: ⁠@TRAVmoneyofmine⁠⁠

• Jonas Dorling: ⁠@JDmoneyofmine⁠⁠

• Email us Word on the Decline: [email protected]

……………

JOIN THE GROUP CHAT

• Step 1: Join the ⁠Money Miners Facebook Group⁠

• Step 2: Request access to the ⁠HOOTEROO chat⁠

……………

DISCLAIMER

All information in this podcast is for education andentertainment purposes only and is of general nature only.

Please ensure you read our ⁠full disclaimer⁠.

  continue reading

477 episodes

All episodes

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