Do Precious Metals Fit In Your Portfolio?



Commodities have generally outperformed since the beginning of the pandemic in early 2020.

But precious metals haven’t really shone during this period. Gold’s performance has been particularly lackluster given inflation continues to print at 40-year highs.

Could quantitative tightening and the “normalization” of the Federal Reserve’s balance sheet be a catalyst to at least reconsider the shiny rocks? Larry McDonald of The Bear Traps Report and Adrian Day of Adrian Day Asset Management talk about where we are in the cycle and why it matters when it comes to miners.

Adrian also shares his thoughts on royalty companies and their suitability for precious metals exposure, the current status of global silver production, and how a “green” revolution will amplify powerful pre-existing supply-demand dynamics for metals such as copper. Recorded on August 16, 2022.

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#preciousmetals #goldmarket #silver

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

Note this video is intended to be informative of the process only, and not investment advice or encouragement to invest at all. If you find this, or any other content to be an interesting investment opportunity, as always, do you own research.

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London Calling: What Will Break Next?



One of the best-connected bond traders in the world explains what happened in the U.K. and why it’s important.

Central banks, with a few notable exceptions, are hitting markets with a brutal combination of interest-rate hikes and balance-sheet reduction to fight inflation. But, as the recent mini-crisis in the U.K. makes clear, there will be unintended consequences.

George Whitehead of Astor Ridge – “one of the top sell-side gilt traders in the world” – joins guest host Larry McDonald of Bear Traps Report to talk about the historic price action we’ve witnessed in the global bond market during the past several weeks.

As Larry notes, George saw early signs of a potential meltdown in U.K. pension funds two weeks before the Bank of England was forced to pivot from its own hawkish path.

The problem monetary policymakers face is that inflation is coming or will come down – but slowly. This tightening of financial conditions is happening very fast. Something is going to break.

But will it be the economy? Or will central banks relent? Recorded on October 6, 2022.

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TIMESTAMPS
1 The Godfather of Gilts 00:00
2 Understanding What Happened With the U.K. Pension Funds 06:46
3 The Problem with Politics 0:12:06
4 Fiscal & Monetary Pressures in the U.K.  0:17:10
5 Connecting the Dots and What it Means for Global Central Banks 0:24:30
6 The Takeaways  0:31:19

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#uknews #britain #ukeconomy

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

Note this video is intended to be informative of the process only, and not investment advice or encouragement to invest at all. If you find this, or any other content to be an interesting investment opportunity, as always, do you own research.

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Full Episode: The Fed Can't Deliver On Its Promises



The combined effects of a strong U.S. dollar and aggressive quantitative tightening have the Federal Reserve on track to becoming “the planet’s central bank,” as it continues to aggravate global currency and interest rate markets.

That’s according to New York Times best-selling author and founder of The Bear Traps Report Larry McDonald, who joins Raoul Pal for a broad and deep conversation about what’s at stake if the Fed doesn’t begin to walk back its hawkish policies soon.

Larry notes that in recent weeks commercial banks’ vulnerabilities have begun to be exposed, though they passed the Fed’s recent stress tests. And he urges investors to be prepared for the possibility of inflation settling at a higher level for the next several years. Recorded on July 20, 2022.

TIMESTAMPS:

00:00:48 Larry’s Take on the Current Macro Environment
00:05:04 The U.S. Is Creating a Currency Crisis
00:10:48 What Would Cause the Fed to Pivot?
00:19:40 Banks Are Coming Under Immense Pressure
00:29:29 The Fed Won’t Be Able to Deliver on Their Promises
00:33:37 What Are Some of the Potential Outcomes of This Situation?
00:43:35 What Is Your Outlook for Markets?

#federalreserve #fed #currencytrading

Thanks for watching Real Vision Finance!

About Real Vision™:
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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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