We devote today's entire double podcast to discussing gold. We start by assessing the myth that rising interest rates are bad for gold, we then move onto assessing who has been the major gold buyers in the last 5 years with some interesting results. We then analyse the current view of holding and acquiring gold by both sovereign and institutional investors to include high net worth individuals. We then assess data which suggest that US retail interest is growing in ways we have not seen in a decade. We conclude looking at major gold development in Pakistan and developments in Egypt and China.
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