Unearthed (World Gold Council)
Explorez tous les épisodes de Unearthed
| Date | Titre | Durée | |
|---|---|---|---|
| 15 Nov 2023 | This is Unearthed | 00:02:22 | |
Join the World Gold Council’s market strategists for informative and insightful discussions with global thought leaders. Together, we’ll unearth golden insights spanning macroeconomics, investment and consumer trends, geopolitics, technology, trust, supply chains and more. | |||
| 01 Mar 2024 | Unearthed: Hard, soft or no landing ft. Karim Chedid, BlackRock | 00:28:19 | |
[1:27] Karim elaborates on how he perceives the overall economic climate at the present. [3:08] Are we going to see growth stabilize and even accelerate? [4:24] Karim explains mega forces and how he believes they will influence portfolios and investors. [11:41] Karim dives into geo-political risks versus opportunity. [20:46] With cash allocations possibly reaching 8%, Karim hypothesizes if investors should put their cash to work. Additional Resources:
Notable Quotes:
About World Gold Council We are a membership organization that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. | |||
| 25 Jan 2024 | Unearthed: Gold in technology throughout the ages | 00:27:05 | |
[4:25] Trevor elaborates more on modern industries and electronics that are using gold. [7:53] Trevor discusses growth in gold demand for technology. [11:53] Our guest explains how gold is in many consumer devices we use in daily life. [22:10] Trevor dives into gold’s role in medical devices. [25:09] Trevor share fun facts about gold. Additional Resources: Notable Quotes: “Why does the modern industry still use gold? It’s because it’s reliable, it's because it doesn't fail and it’s particularly important in high value safety critical devices. -Trevor Keel “As new technologies come onto the market, old technologies tend to disappear and particularly that is the case when you have a relatively expensive material like gold.” -Trevor Keel “Gold now is still used heavily in the electronics industry and that’s a testament to gold as a material. Last year, just over 250 tons of gold went into the electronics industry. That’s roughly 5-6% of the entire demand for gold.” -Trevor Keel “There is a significantly larger portion of gold in an EV compared to that of a traditional IC vehicle.” -Trevor Keel “You can use gold to actually help drugs get into tumors and help drugs actually better target tumors.” -Trevor Keel About World Gold Council We are a membership organization that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on X (Twitter) at @goldcouncil and LinkedIn. | |||
| 01 Dec 2023 | Unearthed: Why Central Banks are stocking up on gold ft. Shaokai Fan, WGC | 00:25:38 | |
In the latest episode of "Unearthed," hosts John Reade and Joe Cavatoni dive into the pressing question: Why are central banks stocking up on gold? As the World Gold Council's experts explore this trend, they are joined by Shaokai Fan, the authority on Central Banks and Asia-Pacific affairs. Together, they probe into record-breaking gold demand levels, the speculation of moving away from US dollar dominance, and the strategies driving allocation for reserve managers. Amidst the economic uncertainty, the trio also contrasts the moves of central banks with those of retail and institutional investors, offering a comprehensive view of the gold market's intricacies.
Additional Resources: Notable Quotes: “For gold, (central banks) don’t look so much at return, they look at its ability to be a downside protection.” - Shaokai Fan “Central banks are some of the biggest asset owners in the world, when they’re signaling that they want to buy gold and increase the rate of their purchases, I really do think that that’s had a big impact.” - John Reade “Holding gold means that you have a certain degree of independence, of demonstrating to an international audience or sometimes a domestic audience that your country has the ability to defend its currency and defend its markets when necessary.” - Shaokai Fan “When it comes to institutional dialog with our clients, what we find there’s definitely a level of interest (in digital/crypto currency) but it’s a risk asset in their minds …and there’s a lot of work that still needs to be done before there is a wholesale adoption.” - Joseph Cavatoni “Crypto currencies don’t really fit the bill as a central bank asset. Safety, liquidity, return… not quite there yet.” - Shaokai Fan About World Gold Council We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. | |||
| 25 Sep 2024 | Unearthed: How Rate Cuts and Policy Decisions Will Impact Gold Markets | 00:08:23 | |
In this special episode of "Unearthed," hosts John Reade and Joe Cavatoni from the World Gold Council discuss the 50 basis point interest rate cut by the U.S. Federal Reserve and its impact on the gold market. They emphasize that the direction toward lower rates is crucial, as it reduces barriers for Western investment in gold. They anticipate further, more measured rate cuts, which should support gold in the medium to long term. | |||
| 20 Sep 2024 | Unearthed: Gold Nanoparticles Under the Microscope ft. Dr. Laura Fabris | 00:25:51 | |
In this episode, hosts John Reade and Joe Cavatoni speak with Dr. Laura Fabris about the fascinating world of gold nanoparticles. Laura explains what gold nanoparticles are and their significant role in modern life. She shares her journey into working with gold and how it has influenced her career. The discussion highlights the impact of her research on healthcare, particularly in medical applications of gold nanoparticles. Laura addresses the critical energy transition challenge, exploring how gold nanoparticles could contribute. She also shares insights into the future advancements and potential breakthroughs in the field of gold nanoparticles. [4:08] Laura discusses the history of gold nanoparticles, tracing when they first became a subject of scientific research. [6:37] Laura discusses why gold is developing in such a positive way in the healthcare industry. [11:32] Joe asks about the applications of gold nanoparticles in water desalination. [14:53] Is recycling of gold nanoparticles a possibility? [16:25] What do you think will be the next major application for gold nanoparticles beyond those we've already discussed?
Additional Resources:
Notable Quotes: “We’re looking into the hydrogen production market into the energy market to see if this can be a really industrially relevant technology that we can bring to the next phase of industrial transition .” - Dr. Laura Fabris “We can say that (a nanoparticle) is anything that is between 1,000 to 10,000 times smaller than a hair in diameter.” - Dr. Laura Fabris “All these red colors you see in glass are actually gold nanoparticles, I’ts just we didn’t know we were making them.” - Dr. Laura Fabris “I think the most interesting property that gold nanoparticles have is the way they interact with light.” - Dr. Laura Fabris “Because the shape of these nano stars, we can absorb the entire solar spectrum, and as a consequence we can use the whole solar light to produce hydrogen from water, 7 times more efficiently than any commercial photo catalyst.” - Dr. Laura Fabris About World Gold Council We are a membership organization that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. | |||
| 25 Jul 2024 | Unearthed: Physical Gold Market Dynamics ft. Philip Newman, Metals Focus | 00:28:15 | |
In this episode, live from the IPMI Conference in Orlando, Florida, hosts John Reade and Joe Cavatoni from the World Gold Council interview Philip Newman, Founding Partner of Metals Focus, to discuss the intricacies of the global bar and coin market. Newman explains the differentiation between bar and coin demand versus OTC demand. He discusses recent market trends, noting the strong demand from 2020 to early 2023 in Western markets like North America and Europe, contrasted with different dynamics in China and Turkey. Newman explains the reasons behind price premiums, influenced by supply-demand dynamics and logistical challenges, especially during events like the COVID-19 pandemic and the collapse of regional banks. He also touches on the roles of high-net-worth investors and family offices in the market. Newman concludes by offering insights into future market expectations, emphasizing the importance of price volatility and the resilience of the physical gold market, supported by central bank demand and muted scrap supply.
[4:18] Philip speaks to some key trends that are developing. [7:32] Why do premiums exist when it comes to the cost of buying physical gold? [11:36] What happens when you sell your gold, do you capture that premium? [20:48] Are the dynamics with gold different to silver, platinum or palladium and how similar are they? [25:05] Philip, Joe and John share their fun facts about gold.
Additional Resources:
Notable Quotes: “You get very different trends, between high net worth and family office investors on one and retail investment on the other. ” - Philip Newman “Sometimes these markets can blow a little bit hot and cold, but it’s always a struggle, I think, for the trade to try and forecast that demand.” - Philip Newman “A retail investor is potentially going to be losing some of that premium they paid, but the hope is that the gold price has strengthened and therefore that is comfortably offsetting some of that potential loss on some of the premium.” - Philip Newman “I think maybe you’re paying a bit more attention to the fact that the fed could reduce rates and so that, I think, is a bullish signal and I think for some of those investors there has been some fear of missing out.” - Philip Newman About World Gold Council We are a membership organization that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn.
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| 16 Nov 2023 | Unearthed: Seeing around macroeconomic corners ft. Lori Heinel, State Street | 00:24:26 | |
In the opening episode of "Unearthed," hosts John Reade and Joe Cavatoni celebrate the launch of their new podcast, focusing on macroeconomic trends and their impact on the investment landscape. Joined by Lori Heinel, the Global Chief Investment Officer at State Street Global Advisors, the group discuss the current market conditions, the role of central banks in addressing inflation and the potential implications of the upcoming U.S. election on investor sentiment. Heinel also shares insights on portfolio diversification strategies and the evolving trends in ETFs, including those for gold, highlighting their significance in today's economic climate.
Additional Resources:
Notable Quotes: “Economies around the globe were suddenly confronted with the prospect that inflation might be higher for a longer period of time, and that was going to require a lot of attention from central bankers.” -Lori Heinel “Despite the fact that we have had massive tightening, consumers have remained healthy.” -Lori Heinel “[China] did not have the robust covid bounce that many of us thought they would have. They had some bounce but it was not nearly as robust as many had expected. ” -Lori Heinel “I don’t think that the election shapes the economy, I think its that the economy shapes the election.” -Lori Heinel “No matter how much planning you do, the thing that ultimately happens, surprises you.” -Lori Heinel “We think treasures north of four percent…look compelling especially against the structural view that we have that we are going to revert back to more trend growth in the US which would be around that two percent level.” -Lori Heinel About World Gold Council We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. | |||
| 08 Dec 2023 | Unearthed, On the Ground: LBMA Conference | 00:33:08 | |
In this special episode of "Unearthed," hosts John Reade and Joe Cavatoni from the World Gold Council take listeners to the London Bullion Market Association Conference in Barcelona. “On the ground” at the LBMA Conference, they engage with several industry leaders, including Greg Shearer from J.P. Morgan, Nikos Kavalis of Metals Focus, Danielle Oliari of CNT, Ross Norman of Metals Daily, Bimal Das from BMO, and Jim Steel of HSBC. The discussions revolve around two primary questions: the standout aspects of the gold market in 2023 and predictions for its trajectory in 2024. Insights reveal an emerging trend in the market, with experts sharing their unique perspectives and analysis.
Additional Resources:
Notable Quotes: “The whole thing about a recession is that it’s a non-linear break, humans think linearly… I think that’s something that our economists are constantly debating amongst themselves.” - Greg Shearer “There is a very strong case for investing in gold or diversifying as a reserve…” - Nikos Kavalis “We are seeing a bit more of the second market coming in, still not as robust as it was pre-covid” -Danielle Oliari “The chances of a rate rise, I think in November now have fallen from about 44% down to 7%. ” - Ross Norman “There’s never the best or right or optimal time to invest, you probably have to take a view that for the longer term, this is an asset where you want to park your money..” -Bimal Das “We are seeing elevated geo political risk, we’ve seen it for several years now compared to the previous 15 years, and that’s going to keep us fairly high.” - Jim Steel About World Gold Council We are a membership organization that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. | |||
| 19 Dec 2023 | Unearthed: The impact of geopolitics on gold ft. Tina Fordham, Fordham Global Foresight | 00:30:37 | |
[5:19] Is there a shift in central banks being net buyers and does it signal more than diversification in regards to a political and global perspective? [8:19] John elaborates on gold’s performance and its reaction in value during geopolitical events. [11:33] Joe asks Tina if the conflict in the Middle East is a function of US markets continuing to be spread thin and how she assesses it. [15:08] Can the election in 2024 have a substantial impact on the geopolitical landscape and when does that start to be priced in? [22:27] Is there something specific we should be watching in China? Additional Resources: Fordham Global Foresight Website Notable Quotes: “We have a real disconnect at the moment between investor perception of how geopolitical risk registers based on past experience and the present environment, where those stabilizers and buffers are less present and less able to fulfill the traditional masking function.” -Tina Fordham “I think the risk of this conflict escalating is not priced in and it is something that I think is going to stay on the watchlist heading into 2024.” -Tina Fordham “In general my experience is that naturally there is a tendency for gold to get bought when you get a sudden unexpected pickup in geopolitical tensions like for example the russian invasion of Ukraine last year and similarly with the events that are transpiring in israel and now into Gaza.” -John Reade “This war is breaking social media and impacting the global left in ways that could influence election outcomes.” -Tina Fordham
“China wants to change institutions or create new parallel institutions to challenge US hegemony.” -Tina Fordham About World Gold Council We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market. You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn. | |||