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Chapters:
00:00:00 Introduction: Gold
3:50 What will the central bank narrative be?
5:04 5 metrics to look at gold: What are the commodities telling us
6:25 Central bank demand for gold
9:48 Gold as currency
14:59 Gold as Last Resort
20:53 What\\u2019s different now from the 70s?
27:39 Gold as a portfolio stabilizer
36:44 Existential issues
42:53 Insane energy prices
47:30 Fuel prices
49:25 Upcoming elections
55:07 Is there a political solution?
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