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John Rubino: What Do You Get When Central Banks are Panic Buying Gold?

Tom Bodrovics welcomes back John Rubino, a former Wall Street financial analyst and author, to discuss the current bull market in gold. Rubino asserts that gold’s intrinsic value is significantly higher than its present price, which could reach $5,000 to $10,000 per ounce based on historical analysis. He also posits that a potential collapse of the financial system due to debt could lead to a return to a gold-backed currency or a currency reset.

They explore the implications of inflation and currency devaluation on various assets including stocks, real estate, bonds, and gold. John argues that adjusting investment numbers for inflation offers a different perspective on asset value over time. He warns about potential risks in the financial system, such as a commercial real estate crash or an equities bear market. He also discusses the deficit in the silver market, which could result in significant price spikes and potential defaults on futures contracts.

Despite uncertainty, John suggests investment strategies for investing in real assets like gold and silver. Investors should consider gold as a long-term investment and focus on positive goals during uncertain times to build capital for future challenges. Gold is currently seen as a store of value, but demand for it is minimal but starting to rise. Once gold breaks through resistance and support levels, it could lead to a significant run in the market.

Time Stamp References:
0:00 – Introduction
0:45 – Gold Market Developments
4:10 – Gold Backing & Debt
8:15 – Who Will Buy US Bonds?
12:45 – Inflation Outlook
17:28 – Asset Valuations
22 :38 – Gold Drivers & Geopolitics
27:26 – Next Financial Crisis?
33:10 – Silver & Supply Issues
38:10 – Silver Industrial Demand
42:38 – Investment Demand & FOMO
47:35 – Wrap Up

Talking Points From This Episode

  • Gold’s potential value increase, reaching $5,000-$10,000 per ounce based on historical analysis.
  • Risks of financial panic, potential scenarios like commercial real estate crash or equities bear market.
  • Investment strategies proposed to protect against times of crises.

Guest Links

John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What To Do Before It Pops. He founded the popular financial website in 2004 and sold it in 2022, and now publishes on Substack.

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