We start today’s podcast discussing a development in the oil market which is threatening to upend the entire Brent and WTI markets at precisely the wrong time as OEPC+ nations decide to price oil in non-dollar terms. We then move onto the dollar as a period of significant decline in holding US dollar assets is now seen as a likely scenario and we conclude assessing why Gold is performing extremely well against the dollar and why the paper markets dwarf the physical gold and silver markets, excluding the opaque markets used by sovereign nations and very high net worth individuals.

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