The Gold Bull Market Is Only in the Fourth Inning: The Interview (w/ Kiril Sokoloff and Raoul Pal )

The Gold Bull Market Is Only in the Fourth Inning: The Interview (w/ Kiril Sokoloff and Raoul Pal )

Kiril Sokoloff sits down with Raoul Pal to discuss why he believes the bull market for precious metals is only in its fourth inning. All-in costs of gold production are under $1000 compared to the current price of $1900, creating profit margins never seen before in the industry. In effect, the gold mining companies have become free-cash flow machines. With US federal deficits growing as far as the eye can see, and the US owing more to the rest of the world than any nation in history, a dollar crisis is brewing, which will launch gold on the next leg of its bull market. Filmed on October 16, 2020. Key Learnings: Gold and gold miners are under-owned, misunderstood, and the beneficiary of many other current economic and financial trends. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(1970)

Real Vision Rewind #1 – Godfather of Central Banking

Real Vision Rewind #1 – Godfather of Central Banking

How did the modern age of central banking begin? In this story previously heard in a 2017 episode of “Adventures in Finance,” Grant Williams, Aaron Chan and Ben Hunt look at the fascinating history of the man some consider the godfather of central banking, John Law. Then Alex and Justine draw some present-day conclusions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Juli 201843min

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

Why will a rising dollar lead to a proliferation of ice cream flavors that go far beyond vanilla? Justine and Alex discuss, touching on thieves in Madagascar, beaver glands, whisky maturation and the globalized food production process. Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Juni 201837min

The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales?

The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales?

Why will a higher fed funds rates lead to a decline in the number of Americans who play the lottery? Alex and Justine discuss, along the way touching on the future of transportation, moving to L.A., the wisdom of playing the lottery, and Justine’s favorite writer. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Juni 201829min

The Knock-On Effect #5 - Demographics and Doorways

The Knock-On Effect #5 - Demographics and Doorways

Why will changing Chinese demographics lead to an increase of plastic strips in doorways? Justine and Alex discuss - and in so doing, also touch on Ikea trips, online dating, modern food production, and President Bush’s congratulatory message to President Obama. Then Alex explains how a horse racing term could apply to what’s ahead for stocks. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Juni 201848min

The Knock-On Effect #4 - Tariffs and Cork

The Knock-On Effect #4 - Tariffs and Cork

Why will U.S. tariffs lead to a resurgence for the global cork industry? Justine and Alex explain, along the way discussing Australian wine, cork shoes and the Chinese consumer. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Juni 201827min

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks react to earnings announcements. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Juni 201834min

The Knock-On Effect #2 - Rising Rates and Sandy Tracks

The Knock-On Effect #2 - Rising Rates and Sandy Tracks

Why will rising rates leave tire tracks on the world’s great beaches? Alex, Roger and Justine discuss. Plus, a high-pressure debate over whether stocks will fall 20% within the next year. Filmed on May 21, 2018. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Maj 201824min

The Knock-on Effect #1 - Protectionism and Red Velvet Cake

The Knock-on Effect #1 - Protectionism and Red Velvet Cake

In this inaugural episode of “The Knock-On Effect,” Justine and Roger try to convince Alex that a U.S. crackdown on free trade could lead American red velvet cakes to turn pink. Yes, really. Plus, Alex takes issue with Charlie Munger’s shocking bitcoin comparison. Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Maj 201826min

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