It was great fun to be on stage with two legends in the gold space: Robert Kiyosaki and Rick Rule. Even more fun was Kitco's Michelle Makori remembering that I dislike making predictions—and therefore kicking the panel off by asking me to make one. But in this case, my sense of the odds—based on what is visibly happening to the gold-dollar exchange ratio right now—is so strong, I was willing to make "forward-looking statements." Michelle hit all the key questions for gold bugs, making this well worth watching.

 

 

Time stamps:

00:00 — Introduction
01:48 — Fed policy
05:06 — All-time highs in 2023?
12:52 — Central bank gold buying
20:35 — Geopolitics, Internal Debt, and Demographics
23:31 — Dollar weakening
25:12 — Gold ETFs
28:00 — Portfolio allocation