Jeffrey Christian: Correlation and Causation in the Gold Market
Palisades Gold Radio, Released on 4/11/22 (Recorded on 4/8/22)
0:00 - Introduction0:33 - Gold Yearbook Review4:49 - Expectation Management11:29 - Investment Drivers15:32 - Fed Funds & Gold Price19:23 - Fed Rate Hikes20:55 - China & Global Economics24:21 - CPI & Rate of Change33:35 - Ukraine & Food Inflation36:50 - Energy Market Imports37:43 - Yield Curve & Recession42:18 - Platinum Metals45:28 - Russia's Misconceptions50:38 - Reserve Currencies?54:14 - Reported Gold Holdings1:00:13 - U.S. Gold Audits?1:07:35 - Rehypothecation?1:10:13 - Wrap Up
Jeffrey Christian is the founder of CPM Group, a commodities research, consulting, investment banking and asset management company. CPM is focused on the fundamental analysis of global commodities markets. Mr. Christian was previously the head of commodities research at J. Aron & Company, which was acquired by Goldman Sachs & Co. Mr. Christian formed CPM group through a management buy-out of the commodities research group of Goldman, Sachs & Co. with the vision to provide independent market leading research on the commodities markets to a variety of customers ranging from sovereign governments to investment funds.
Jeffrey Christian: Correlation and Causation in the Gold Market added by Herman James on 04/11/2022View all posts by Herman James ?+'