Click Here to Listen to the Interview
Fund manager and analyst Grant Williams joins TF Metals for an update on his tremendous "Nobody Cares" presentation from late 2015. Additionally, Grant takes some time to discuss the USDJPY-gold link as well as the pending introduction of that yuan-denominated crude oil contract in Shanghai. Be sure to take some time to listen.
If you haven't seen "Nobody Cares", you should be sure to do so now (https://www.youtube.com/watch?v=qnZHMmCjpQ8). Though Grant first made this presentation back in December of 2015, the information is still highly relevant today and, with gold prices on the verge of an upside breakout, the implications of a large influx of new cash into the sector must be considered.
The duo also discuss the issue of "de-dollarization" and the impact the new, yuan-denominated crude oil contract may have on the process. Grant's follow-up presentation of December 2016 dealt with this topic and you can watch it here, too. If you've never seen this video, you simply MUST take time to watch it today. The part that deals with de-dollarization and the potential impact of this new contract begins at about the 19:00 mark.
Click Here to Listen to the Interview
Grant Williams is the portfolio manager of the Vulpes Precious Metals Fund and strategy advisor to Vulpes Investment Management in Singapore. Grant has 28 years of experience in finance on the Asian, Australian, European and US markets and has held senior positions at several international investment houses, including Robert Fleming, UBS and Credit Suisse. Since 2009, he has also been writing the popular investment newsletter Things That Make You Go Hmmm...