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Deep-DivesGlobalCurated insights across markets, macros, history, and intelligenceShowing 24 of 49
Distilling high-signal intelligence into digestible insights.
Deep-DivesGlobalShowing 24 of 49
_Note: Recorded December 7, 2025 at GoldRepublic's headquarters as part of our 15-year anniversary series "The Future of Gold."_ > "Blockchain doesn't replace gold. It actually improves gold. It makes gold more useful as money than it was in the past... Once you tokenize it, it does everything Bitcoin does except it does it better, faster, and cheaper." - **Peter Schiff**…
> "you have to understand that the bulk of lending today in the world economy comes through repo refinancing of collateral... and global liquidity really comes out of that." - **Michael Howell** [[00:05:19](https://youtu.be/RUgU56xXzQo?si=cpW_UT_l46nArHXd&t=319s)] > "something like four in every five transactions in world financial markets are debt refinancing transactions debt has to be rolled over and that's…
Note: Recorded December 7, 2025 at GoldRepublic's headquarters as part of our 15-year anniversary series "The Future of Gold."
"Blockchain doesn't replace gold. It actually improves gold. It makes gold more useful as money than it was in the past... Once you tokenize it, it does everything Bitcoin does except it does it better, faster, and cheaper." - Peter Schiff…
"you have to understand that the bulk of lending today in the world economy comes through repo refinancing of collateral... and global liquidity really comes out of that." - Michael Howell [00:05:19]
"something like four in every five transactions in world financial markets are debt refinancing transactions debt has to be rolled over and that's…
Apollo: The chart book (available here) looks at why gold prices have increased so much since 2022, and why they have declined more recently.
Reasons why gold prices started going up in 2022:
invaded Ukraine
-…
"we are at the brink of a total collapse of the whole system" - Marc Friedrich [00:01:13]
"every crisis since the late 80s Greenspan started it Bernanke all of the FED chairmen did the same... they never solved the problems they're always just put money on it and pushed it in the future" - Marc Friedrich…
"Inflation is going to continue to accelerate... Inflation is going to go into the double digits and who knows it may even go into the triple digits..." - Peter Schiff [00:09:32]
"If we kept track of unemployment and inflation... the way we did in the 70s, you would have to double pretty much both the unemployment rate and the inflation rate..."…
"If governments wanted to go to gold they already could... the only thing that matters is the capital stack of fiat." - Brent Johnson [00:18:15]
"Gold is the natural historical hedge against... credit excess that may be used to finance wars that are destructive of the capital stock." - John Butler…
BIS: After a strong rally in 2025 and early 2026, gold and silver prices reversed abruptly in late January and February 2026. Retail-driven exuberance set the stage for outsize moves. Leveraged ETF rebalancing and margin calls amplified the swings. https://bit.ly/4sdeNsd
Will we eventually run out of gold? There are two parts related to this question – the broader gold supply and mined production. Our answer to both is: not likely.
First, we are not likely to run out of gold supply. There are two major parts to supply: recycled gold and mined gold. While mined gold may be plateauing as noted previously, recycled gold supply comes from various sectors. As shown in…
Following is an excerpt from the substack. For the entire substack article visit - The Rebirth of Mining
Neither the macro regime nor industry fundamentals point to late-stage conditions. Seen through this lens, recent price moves in hard assets are not signs of excess. They are the opening act of a…
"The short is out. The market is net long now for the first time in nearly a year and I think they've given up the ghost of the glut." — Jeff Currie (Discussing shifting sentiment in oil markets) 00:00:19
"I wrote this piece comparing the shale revolution to the AI boom. People forget that in 2013 and 2014, energy could do no wrong... and people hated tech." — **Jeff…
Much to the frustration of the quant community, when the Fed started raising interest rates in 2022, the strong correlation between gold and real rates broke down, see chart.
It tells the market that when inflation and rates are high, investors begin to take other factors into consideration when they price future outcomes, and this has been particularly pronounced for the price of gold. In other words, **quant…
Gold ETF allocations in US private sector financial portfolios at only ~0.2%. Estimate that each 1bp increase in Gold’s Share of US Financial Portfolios should lifts Gold Price by About 1.5%. #GS
The Rise in Silver ETF Demand Has Reduced Available Inventory in London, Contributing to High and Volatile Prices
Nearly All Gold Ever Mined Still Exists, And This Above-Ground Stock Dwarfs Annual Mine Production #Gold #GoldmanSachs
"High for longer. Our analysis suggests that the investor rotation in hard assets can keep several metals prices high for longer, including above what physical fundamentals justify, which we think is the case right now for copper."
Overview > This report analyzes the impact of the "Hard Assets Rotation"—a shift where active investors move capital from "soft assets" (equities and bonds) into…
History of #Gold Standard In America | #Money #Currency
"Private investors joined central banks in competing for the same limited gold bullion." — Lina Thomas (Discussing the drivers of the 2025 gold rally) [00:00:42]
"The debasement trade is basically where the volatility is coming from... worries around fiscal sustainability in a lot of Western economies." — Lina Thomas (Explaining the psychological drivers…
Cumulative inflows by asset class : #Cash [$5.0tn], #Stocks [$3.0tn], #Bonds [$2.4tn], #Gold [$128bn] #Perspectives #Gold #BofA
7-up or 7-down? #Gold #Silver
How much of that wealth is in Gold?
#Gold #BofA
Gold vs Bitcoin
#Gold #8k #JPMorgan
