I recorded a conversation I had last week with my friend Brent Johnson who is the CIO at Santiago capital, a fund dedicated to investing in gold and gold equities. Brent is one of my “go-to” guys in this particular market.
While I chat regularly with Brent, I had previously recorded a call with him back in July which you can revisit here. I’m publishing our recent chat for you today.
The recording cuts straight into our conversation, the skinny of which is as follows:
- Headwinds to gold in the short to medium term.
- What a strong dollar means for gold.
- Good inflation vs. bad inflation. Or at least the market perception of this.
- Why NOT owning gold is simply foolish.
- And other juicy titbits.
Direct download link (right-click and choose “Save As”)
“The great merit of gold is precisely that it is scarce; that its quantity is limited by nature; that it is costly to discover, to mine, and to process; and that it cannot be created by political fiat or caprice.” — Henry Hazlitt