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Macro Hive Conversations With Bilal Hafeez

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Apr 3, 2020

In this episode, I have a conversation with one of the leading experts on gold, John Butler. He has spent 25 years in the financial industry, worked at some of the top banks and has even written a book on gold (The Golden Revolution). In the podcast, we talk about:

  • Valuation frameworks for gold
  • The relationship between oil and real interest rates with gold
  • The insurance properties of gold
  • How gold behaves around regime changes in political and monetary systems
  • Comparisons between gold and bitcoin
  • Projections for gold in the next few years.

It’s a great discussion, so please enjoy.