The Gold Chronicles

Topics Include: *New Book under development on the Pandemic and Depression *Why Scientists without expert knowledge of the economy may not be the best source for determining economic policy *Why discernment of the various views of scientists with opposing views on how to deal with Coronavirus is important *Unemployment Claims have exceeded 38m in the US *There has never been a time when the stock market does not accurately reflect what is happening in the real economy *S&P 500 is a cap weighted index where a few major companies dominate the index. Major companies which are doing well do not reflect the stock market as a whole or the rest of the economy *Algorithms that decide the majority of trading in markets today were written before the Pandemic *Deflation, Inflation, Hyperinflation *The psychology of inflation and what leads to increase of velocity of money - quantity theory of money versus phase transitions in psychology *In a deflationary environment where the Fed has printed close to $10T but still can

Topics Include: *Opening salvos of Global Financial Crisis II (GFCII) *The entire precious metals complex (gold and silver) has been cleaned out globally *The best time to act has past, now is the second best time to act *The global run on precious metals is probably less than 5% of the population, when the majority catches on to damage done to USD the demand could be historic *Price dis-connect between paper and physical gold price *How price discovery in the gold market is resolved *What happens when the Swiss refineries open again *The effect of key relationships with Swiss refineries on access to gold and silver *Mining output dropping due to mines getting shut down reduces available supply of gold *US Unemployment Claims hitting record levels, 3.28M claims in one week *Fed injecting capital into system trying to prevent liquidity freezes (Ice-9) *Why we are entering the next Great Depression *In comparison, during "The Great Depression" Dow Jones dropped 89% *The Great Depression played out over 3 years,

Topics Include: *The most important event of 2019 and how it will impact the future *Why the surge in repo rates from Q4 last year was the beginning of QE4 *Why the Fed is now backed into a corner *How Fed tools may now be less effective *Forecast of US Presidential Election for 2020 *War on Cash *Fintech/Blockchain disrupting traditional financial business models *Central Bank Digital Currencies *Facebook's upcoming payments system Libra

http://physicalgoldfund.com/Download/Audio/TGC-December-2017.mp3 The Gold Chronicles Podcast December 2017 topics: *Year in Review 2017 *Wealth Gap – Top 1/10th of 1 pct control more wealth than the bottom 90 pct *Average incomes declining over close to 40 years *Transcending partisan politics to understand how the system is inherently advantaged or disadvantaged for some and how it affects societal stability ... Read moreThe Gold Chronicles Ep:79 Jim Rickards and Alex Stanczyk

Topics Include: *Year in Review 2017 *Wealth Gap – Top 1/10th of 1 pct control more wealth than the bottom 90 pct *Average incomes declining over close to 40 years *Transcending partisan politics to understand how the system is inherently advantaged or disadvantaged for some and how it affects societal stability *How societies deal with these kind of structural imbalances *Financial system stability as a function of scale *What institutional investors focusing on liquidity as a due diligence priority may be implying about the views forming on systemic stability *Why the system still has not de-levered since the the 2008 GFC, and how risk it is even more concentrated today *Fed policy update and implications for 2018 *Why avoiding a disorderly stock market decline is now being considered in Fed policy *North Korea Update *Secret US Weapons Programs: Waverider, Nap of the earth microwave systems *Update on financial system lockdown, Ice-9, war on cash / war on gold

The Gold Chronicles Podcast November 2017 topics: *Understanding golds utility value *First Principles regarding gold *How wealth is created *Why wealth can also be viewed as energy *Defining money *How money is a form of storing energy (wealth) *How investments also store, but also leverage energy (wealth) *Basic energy inputs which create a good or service that the market will pay for can all be calculated mathematically *Gold is the only form of money or investment that is indestructible and completely immune to the forces of entropy *How confidence and agreement is a key component of money *Summary of theories of intrinsic value (total inputs), Marxist surplus labor theory, Menger's subjective value theory *Subjective value leads us back to confidence as a key component of money *Why central banks are accumulating and stockpiling gold *Greenspan on gold *How to create your own personal gold standard *Australia's institutional market warming to gold *Probability of Fed interest rate hike in December updat

Topics Include: *Understanding golds utility value *First Principles regarding gold *How wealth is created *Why wealth can also be viewed as energy *Defining money *How money is a form of storing energy (wealth) *How investments also store, but also leverage energy (wealth) *Basic energy inputs which create a good or service that the market will pay for can all be calculated mathematically *Gold is the only form of money or investment that is indestructible and completely immune to the forces of entropy *How confidence and agreement is a key component of money *Summary of theories of intrinsic value (total inputs), Marxist surplus labor theory, Menger’s subjective value theory *Subjective value leads us back to confidence as a key component of money *Why central banks are accumulating and stockpiling gold *Greenspan on gold *How to create your own personal gold standard *Australia’s institutional market warming to gold *Probability of Fed interest rate hike in December update *Power consolidation in the Hous

The Gold Chronicles Podcast October 2017 topics: *Bullion Bank Scotia Mocatta *How the Chinese are assembling strategic LBMA and Gold industry focal points of control *Allianz Chief Economic Advisor Mohamed El-Erian on gold *Why Central banks cannot control market volatility forever, and gold will return as a key safe haven hedge *Currency Market Volatility *Typical institutional ... Read moreThe Gold Chronicles Ep:77 Jim Rickards and Alex Stanczyk

Topics Include: *Bullion Bank Scotia Mocatta *How the Chinese are assembling strategic LBMA and Gold industry focal points of control *Allianz Chief Economic Advisor Mohamed El-Erian on gold *Why Central banks cannot control market volatility forever, and gold will return as a key safe haven hedge *Currency Market Volatility *Typical institutional portfolio allocations in gold *Why increased weighting of institutional portfolios to gold could have an impact on USD gold price *Janet Yellen's Legacy *20pct Chance of a Fed Rate Hike in December, market is currently pricing in an 80pct chance of a rate hike *How the Fed is making decisions based on broken models *Next pick for Federal Reserve Chairman *Analysis of 6 hrs spent with HR McMaster, US National Security Advisor to the President, and Mike Pompeo, Director of the CIA on topics of US National Security *Determining probability of a kinetic war with North Korea *Key quotes "Prevent...by military means if necessary", "last chance to avoid severe consequence

The Gold Chronicles Podcast September 2017 topics: *Counter Party Risk Evaluation *Training with Navy SEAL’s *Comparing mountain climbing to a counter-party risk chain *How gold helps mitigate counter party risk *Scenarios under which paper gold may not perform as intended *North Korea Update *Analyzing likelihood of war using Bayes Theorem *Why Kim Jong-Un is pursuing ... Read moreThe Gold Chronicles Ep:76 Jim Rickards and Alex Stanczyk

Topics Include: *Counter Party Risk Evaluation *Training with Navy SEAL's *Comparing mountain climbing to a counter-party risk chain *How gold helps mitigate counter party risk *Scenarios under which paper gold may not perform as intended *North Korea Update *Analyzing likelihood of war using Bayes Theorem *Why Kim Jong-Un is pursuing North Korea's nuclear weapons program in breakout mode *Why UN sanctions vs North Korea will be ineffective *Regulatory crackdown on cryptocurrency *Chinese government shuts down all cryptocurrency exchanges *Conflicts of interest inherent in the Bitcoin mining structure *Blockchain and Distributed Ledger technology is not the same as cryptocurrency *Central Bank Issued Blockchain's

Jim Rickards and Alex Stanczyk, The Gold Chronicles August 2017 Topics Include: *Gold allocations according to some of the worlds foremost professional money managers *North Korea Update *How Congress is deadlocked and why it may affect the debt ceiling and budget *Why “Wealth Management Products” in China pose a potential threat to global markets *How liquidity ... Read moreTranscript of Jim Rickards and Alex Stanczyk – The Gold Chronicles August 2017

August 2017 Interview with Jim Rickards Part 2 topics: *Why “Wealth Management Products” in China pose a potential threat to global markets *How liquidity can be frozen by governments at any time *”The Myth of August” By listening to this podcast or reading its associated transcript (collectively, this “Podcast”), you agree with the following. This Podcast is ... Read moreThe Gold Chronicles Ep:75 Pt 2 Jim Rickards and Alex Stanczyk

August 2017 Interview with Jim Rickards Part 1 topics: *Gold allocations according to some of the worlds foremost professional money managers *North Korea Update *How Congress is deadlocked and why it may affect the debt ceiling and budget By listening to this podcast or reading its associated transcript (collectively, this “Podcast”), you agree with the following. This ... Read moreThe Gold Chronicles Ep:74 Pt 1 Jim Rickards and Alex Stanczyk

Topics Include: *Gold allocations according to some of the worlds foremost professional money managers *North Korea Update *How Congress is deadlocked and why it may affect the debt ceiling and budget *Why “Wealth Management Products” in China pose a potential threat to global markets *How liquidity can be frozen by governments at any time *”The Myth of August”

July 2017 Interview with Jim Rickards Part 2 topics: *The critical mistake in due diligence when investing in gold funds *3 Factors which would cause the Fed to pause its rate hiking schedule *Inflation vs Disinflation *Slowing Economy and Fed Policy By listening to this podcast or reading its associated transcript (collectively, this “Podcast”), you agree ... Read moreThe Gold Chronicles Ep:73 Pt 2 Jim Rickards and Alex Stanczyk

July 2017 Interview with Jim Rickards Part 1 topics: *US war with North Korea still on the table *Commentary on physical gold *Why gold stores value over long periods of time *Institutional Money Mangers views are shifting towards concerns over insuring portfolio assets will have liquidity under market stress   By listening to this podcast or ... Read moreThe Gold Chronicles Ep:72 Pt 1 Jim Rickards and Alex Stanczyk

Topics Include: *US war with North Korea still on the table *Commentary on physical gold *Why gold stores value over long periods of time *Institutional Money Mangers views are shifting towards concerns over insuring portfolio assets will have liquidity under market stress *The critical mistake in due diligence when investing in gold funds *3 Factors which would cause the Fed to pause its rate hiking schedule *Inflation vs Disinflation *Slowing Economy and Fed Policy

June 2017 Interview with Jim Rickards Part 2 topics: *SWIFT transfers *Tax implications of cryptocurrency ownership *G20 Update *Syria Update *North Korea Update By listening to this podcast or reading its associated transcript (collectively, this “Podcast”), you agree with the following. This Podcast is not an offer to sell, nor a solicitation of an offer to purchase, ... Read moreThe Gold Chronicles Ep:71 Pt 2 Jim Rickards and Alex Stanczyk

June 2017 Interview with Jim Rickards Part 1 topics: *In depth look at potential risks of cryptocurrency *Why cryptocurrencies are still in their infancy and are not yet comparable to gold, US dollars, or other currencies *Why ICO’s and crypto currencies are not protected from government regulation or enforcement *How most cryptocurrency ICO’s are not compliant with ... Read moreThe Gold Chronicles Ep:70 Pt 1 Jim Rickards and Alex Stanczyk