Why Central Banks Have Been Stockpiling Gold | Ronald-Peter Stoeferle
David Lin: 2-24-2024
Ronald-Peter Stoeferle, Managing Partner of Incrementum AG and author of the “In Gold We Trust” report, discusses why central banks around the world have been adding to their gold reserves, as well as the impact of monetary and fiscal policies on markets this year.
0:00 – Intro
1:20 – 2024’s investment themes
3:30 – Monetary policy
4:41 – Fiscal policy
6:35 – Global trends
10:15 – Stocks vs. gold
14:43 – Central bank gold reserves
19:48 – Consumer spending
21:47 – Bitcoin
