Topics Include: *Underlying economic indicators continue to worsen *Covid19 Update *USD strength indicators *USD Index *Commercial shorts in gold *Time spans for 3x and 2x gold price in last bull run *All other currencies had already pushed through the the all time high, USD has only now confirmed *Global interest rates are some of the lowest in history *Gold is up 28.9% YTD *Why many financial advisors are negative about physical gold

Physical Gold Fund Podcasts

EP. 10 Global Perspectives: July, 2020 Interview with Alex Stanczyk and special guest Duncan Cameron

Topics Include: *Monetary policy normalization has failed *Fed Balance sheet may grow to as high as $20T *All frameworks of normalcy in managing monetary policy have been sacrificed *The economic recovery from the economic crash in early 2020 could take years *MMT is no longer weird theory and is more likely to be implemented *There has already been massive inflation in asset prices *Inflation dynamics and psychology *The wealth disparity gap is driven by our monetary system *The effect of increased institutional demand for gold, portfolio allocations *USD Strength and Brent Johnson’s milkshake *We are entering a phase where the general public is investing in gold *$14T of debt is trading at negative yield and why a portion of this can move into gold *Institutional capital moving into gold could have a substantial impact on *USD/Gold price *Satoshi Nakamoto created Bitcoin with a mindset of looking at it as digital gold *Why recessions are not only important but necessary and healthy *The Gold/Beer Ratio *High correlation of beer drinkers to people in the gold industry (this is real science here) *Ronnie’s projection of $4800 gold by 2030

EP. 9 Global Perspectives: June, 2020 Interview with Alex Stanczyk and special guest Ronnie Stoeferle

Topics Include: *Covid-19 Stay-At-Home update *US Unemployment Claims have exceeded 26m over the last 5 weeks *Why a "V" shaped economic recovery is unlikely *The first crash (wave down) in equity prices has been the most violent in many years *If this economic crisis were a baseball game, we would still be in the first inning *Current equity market rally is likely a "suckers rally" *Patterns from the last Great Depression include: Destruction of businesses in the middle of the supply chain *End user prices to rise *First order producers to fail *Farmers go bankrupt, lose farms *Rise and Fall of Empires *US empire in Decline *China empire on the rise *During decline of empires other rising nations test the declining empires strength *US Warships ordered to open fire on any Iranian vessel coming close to US Vessels *Why we are on the path to the next worlds reserve currency *How the coming negotiations for the next currency system will be done by sovereigns, and whoever has the largest stockpiles of physical gold will have the greatest negotiating leverage *Why central banks shifted from net sales to net buys of physical gold *How the physical reality of physical markets versus futures markets can diverge during crisis *How the problem in the oil complex is the opposite of the gold complex - there is not enough storage space for oil, while delivery of gold has been constrained *Scenario where gold could go no-offer, forcing gap ups in price *US Energy independance, barring government subsidy, is dependant on an oil price above $35/bbl

EP. 8 Global Perspectives: April, 2020 Interview with Alex Stanczyk and special guest Duncan Cameron

Topics Include: *Gold transfers into China through Russia *How the US Dollar is moving towards losing its status as the world reserve currency *The rise and fall of empires *Full spectrum warfare *Why it may not be not possible to accurately estimate China's physical gold reserves *How policies during the French yyperinflation resembles "Modern Monetary Theory" *The demonization of free speech that disagrees with other ideologies *How social conditioning is affecting discussions of inflationary consequences *How the Federal Reserve embarking on a junk bond buying voyage is reminiscent of the French Hyperinflation *Unemployment numbers are likely higher than reported *The Federal Reserve publicly saying they can print an unlimited amount of money pushing people towards a loss of trust in the USD *Break down of supply chains are being projected to cause shortages in food supply and potential civil unrest *How the economic consequences of the shutdown over coronavirus may be worse than the effects of the disease itself *MMT violates basic natural laws and disconnects human from labor, removing all incentive *Honest money versus fiat

EP. 7 Global Perspectives: April, 2020 Interview with Alex Stanczyk and special guest Duncan Cameron

Topics Include: *Covid-19 Coronavirus and Global Financial Crisis II Update *How do discern where to find truth *Why when living history is lost, it is on the current generation to make the same mistakes *Physical gold and silver metals complex globally is sold out *Making sense of what assets still make sense *The current economic meltdown is not because of coronavirus - the system was already in a state ready for an event to cause the meltdown *Younger people may not have seen real capitalism for the duration of their entire lives *Kondratieff Wave *Roughly 50 year crash cycle and debt forgiveness 'jubilee'- no sowing and reaping and people return to their families *Socialist policies being put forward during crisis *World is going into compulsory lockdown *Why purchasing power of fiat currency goes down over time *What is hyperinflation *US Treasury yield curve has dropped below 1pct for first time in history *Global coordinated central bank easing *VIX (Fear index) spiking *Oil price wars, Russia vs OPEC *Disconnect between gold price and price of gold *US Treasury Secretary announces checks cut directly to US citizens *Trillions of USD stimulus announced by the US Federal Reserve *DOW/Gold Ratio *Defense Protection Act - US Factories On Wartime Production *Why US Oil Shale producers will be going bankrupt *Covid-19 in 148 countries *Implications of Swiss refineries shutting down for two weeks *Gold anchoring a portfolio *Fabrication bottlenecks are not metal shortages *Swiss refinery shutdown impacting gold availability globally *Gold/Silver Ratio *Why people will seek gold and silver to preserve purchasing power as the USD crashes in value *The velocity at which people realize USD losing value will start out slowly and then increase rapidly *How the residual anger over covid19 and the GFCII can lead to war *How the financial system was already in a critical state waiting for a catalyst to set off the chain reaction *Why capital is rushing into USD and US Treasuries, and will eventually flow into gold *What is Exter's Pyramid *MMT and infinite money creation *How the entire global financial system is constructed on a base layer of gold *What could lead to permanent breakdowns in the supply chain of all nations *Practical steps people can take

EP. 6 Global Perspectives: March, 2020 Interview with Alex Stanczyk and special guest Duncan Cameron

Topics Include: *History of gold – Nixon tariffs, and closing the gold window *Investment case for gold *Why US debt to GDP ratio and increasing debt load creates a systemic problem with specific outcomes, all of which indicate an allocation to gold may be prudent *How low gold sentiment in western markets may indicate a key buying opportunity *Physics properties of gold, and why gold is a truly non-correlated means of storing wealth that is indestructible *Why Physical Gold Fund uses Switzerland as a core component of the logistics and safety chain for the fund’s gold *Physical Gold Fund vaulting protocols and governance *Refinery Operations *Gold market historical performance, current technical indicators and outlook

EP. 90 The Gold Chronicles: December 2018 podcast with Jim Rickards and Alex Stanczyk

Topics Include: *Implications of the USMCA between the US, Canada, and Mexico *The importance of Robert Lighthizer’s role in US trade negotiations *Update on tensions between Russia and Ukraine *Russia’s “buffer states” of outlying countries *How Russia’s gas pipelines running through Ukraine are critical infrastructure *Why Russia purchasing close to 30 tons of gold per month is a strategic move *How a decentralized permissioned ledger cryptocurrency sponsored by Russia and or China and settled in physical gold could be the next system used by sovereigns to settle net trade balances without using the US dollar *Why Switzerland could be an ideal location to settle net payments in gold *Update on Saudi Arabia stability, succession, and world relations *Thoughts on the G20 upcoming meetings and trade negotiations *Update on Fed monetary policy and interest rates

EP. 89 The Gold Chronicles: November 2018 podcast with Jim Rickards and Alex Stanczyk

Topics Include: *Cyberwarfare Update – Chinese embedding hacking chips onto server mother boards used in American Industry and Department of Defense Systems at the factory level *Why infrastructure will be most likely targets for cyberwarfare *How cyber financial-warfare versus financial systems, stock markets, banks is an evolving and real threat *How physical gold is resilient versus cyber financial-warfare *IMF Global Financial Stability Report *How markets are over 90% automated trading, and there are no human market makers available to stabilize falling markets *Total official gold adjusted upwards for Central Bank buying. Eurozone countries now buying gold may be signaling important shift in Central Bank behavior *Gold requires no counter-parties to retain its value, all other currencies rely on counter parties *Game Theory on Future Monetary System Based On A Sovereign Issued Crypto Currency: Permissioned Distributed Ledger sponsored by China / Russia / IMF, Digital Coin tied to the SDR for measure of value, net of payments settled in Physical Gold

EP. 88 The Gold Chronicles: October 2018 podcast with Jim Rickards and Alex Stanczyk

Topics Include: *US Dollar Hegemony *Why the US Dollar is considered the world reserve currency *US Dollar as global trade settlement currency *Tools of financial warfare - how the United States controls the majority of currency flows around the world *How the US Dollar Payment system works *How SWIFT works *Secondary market sanctions at a business level *Sovereign reactions to US Financial Warfare *Future alternative payment systems

EP. 87 The Gold Chronicles: September 2018 podcast with Jim Rickards and Alex Stanczyk

Topics Include: *USD/Gold and SDR/Gold were highly correlated up until Oct 1st 2016 *Oct 1st 2016 Chinese Yuan added to the SDR basket *Since Oct 1st 2016 SDR/Gold trading tightly in a range of 875 to 925 *Why market operations by a central bank would explain SDR/Gold staying in such a tight band *Possible actors conducting open market operations to maintain SDR/Gold *Reasons actors may be interested in maintaining SDR/Gold *Expansion required in SDR may be aided by a sovereign or supra-sovereign controlled distributed ledger / blockchain *Timetables and implications for gold investors

EP. 86 The Gold Chronicles: July 2018 podcast with Jim Rickards and Alex Stanczyk

Topic Include: *On the In Gold We Trust report ( @IGWTreport ) by @RonStoeferle and @MarkValek *The New Axis of Gold - How emerging market central banks are accumulating gold and what it means *Conversation with the former head of the IMF, John Lipsky *Why Russia buying gold for 38 consecutive months is a strategic move *US is engaged in financial warfare with China, Russia, Iran, and North Korea *How and why targets of US sanctions are working on alternatives to the US dollar system *A game theory scenario on a Chinese/Russian controlled permissioned distributed ledger with a government issued token backed by physical gold *Why some institutions are buying physical gold, changing from paper gold allocations to physical gold allocations

EP. 85 The Gold Chronicles: June 2018 podcast with Jim Rickards and Alex Stanczyk

Topics Include: *Update on gold markets *New phase of financial warfare with Iran *Financial system chokepoints *US Dollar payments system *SWIFT transfers and third party influence *How the US uses dollar payments leverage to control non US transaction *How Inflation turns people against government and increases probability of civil unrest, limits government options *How the current situation with converging factors in Iran, China, Russia, can lead to a disturbance in the gold markets and dollar payments system

EP. 84 The Gold Chronicles: May 2018 podcast with Jim Rickards and Alex Stanczyk

Topics Include: In this episode of the gold chronicles, our entire discussion is focused on the common objections to owning gold, and using a gold standard for monetary policy. *There is not enough gold to support finance and commerce *The gold supply doesn't grow fast enough to support economic growth *Gold has no yield *Gold causes depressions and panics, particularly the great depression *Gold has no intrinsic value *Gold is a Barbarous Relic - John Maynard Keynes

EP. 83 The Gold Chronicles: April 2018 podcast with Jim Rickards and Alex Stanczyk

Topics Include: *Update on 3rd Great Gold Bull Market *Proper portfolio allocation when it comes to gold *The difference in mindset between investors that are trying to accumulate wealth, versus investors who have wealth and are trying to protect it *Gold as insurance versus investment *Currency Wars *Trade Wars *Moving jobs from outside the US, into the US *North Korea Update

EP. 82 The Gold Chronicles: March 2018 podcast with Jim Rickards and Alex Stanczyk

Topics Include: *How BLS jobs data largely being mis-read by financial media *Why all current narratives in the financial media are missing the true causes of early Feb US stock markets correction *Why Atlanta Fed analysis is more of a nowcast than a forecast *Why exploding sovereign debt and debt to GDP ratio are critical to market stability in the next few years *How student loans are a $1.5T problem with a significant default rate *What the two critical confidence boundaries are, and how they might be crossed *3 Yr playbook - not a forecast but a potential scenario *Why the idea that Central Banks dont need capital would be challenged in a collapse of confidence

EP. 81 The Gold Chronicles: February 2018 podcast with Jim Rickards and Alex Stanczyk

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Physical Gold Fund Podcasts

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