In his first interview on Kinesis Money, Paul discusses the multipolar metals market, following the news that China bolstered its gold reserves after offloading hundreds of billions of US Treasuries in recent months. He dissects how the BIS is now squaring up 50 years of accrued leases and questions how the full implementation of NSFR regulation could affect investors into 2023 and beyond.
02:46 Paul explains the “multipolar” world
07:04 The return of sound money?
14:00 What’s going on in the world right now
28:30 Does China have the power to control global inflation?
36:27 How is the gold market changing?
48:35 What happens when gold gets repriced?