I recorded this podcast on Sunday, April 5, 2020 with Anthony Crudele and it’s chock-full of analysis. Enjoy!
Click here to listen to the podcast.
Tags: global macro, pocast
I recorded this podcast on Sunday, April 5, 2020 with Anthony Crudele and it’s chock-full of analysis. Enjoy!
Click here to listen to the podcast.
Tags: global macro, pocast
April 7, 2020 at 10:11 am |
Yra – the podcast was really informative, as always. I was wondering – besides having exposure to GOLD via the futures or GLD – do you look at any of the individual miners?
April 7, 2020 at 11:16 am |
Chris—I have been at the bigs although the smaller miners will probably be bought up—-I have a friend John who is one of the best mining analysts for 43 years that I have known him—-maybe he will respond
April 7, 2020 at 2:33 pm
Thanks Yra
April 8, 2020 at 8:49 am |
Thanks for sharing your thoughts Yra, your observations mean a great deal to me.
April 8, 2020 at 5:48 pm |
Talk about pieces falling into place, next logical move suggests North Korea is appointed a seat on the human rights council.
April 10, 2020 at 7:44 am |
Must read-follow Investor Michael Burry: https://www.bnnbloomberg.ca/big-short-s-michael-burry-joins-twitter-with-pleas-to-end-covid-19-lockdown-1.1417820
April 11, 2020 at 4:20 am |
Interesting perspective.
COVID19 is now a convenient excuse for the failure of this monetary system, when in fact it actually failed about 12 years ago.
I say stay home and let’s use this time to reflect, be with family, and forgive a lot of bad debt which means wipe out a lot of fake paper wealth.
Gold need not wait for its day. It has arrived.
April 12, 2020 at 3:22 pm |
Not sure when you will return, Yra, nor am I confident that you could openly comment, but I am sure that readers would be very interested to hear your take on the COMEX request for FOIA “protection” relating to the “Gold (Enhanced Delivery) Futures Market Maker program. That program goes into effect on Monday, April 13th.
The request was made to the CFTC on March 27 by Christopher Bowen, Managing Director and Chief Regulatory Counsel.
According to the “Detailed Written Justification”, “Disclosure Would Likely Cause Competitive Harm to COMEX”.
This relates to the new 400 oz gold futures contract connected to the LBMA.
Thanks in advance for any insight.
April 12, 2020 at 5:42 pm |
Tinky—-there is NEVERS A Chnace I could comment on this.Everyone has to do their own work as it would be crossing a line for me as a present CME GROUP board member—
April 13, 2020 at 10:30 am
Understood. Thanks Yra.
I hope that you enjoy your holidays.