by Turd Ferguson, TF Metals Report:
As we begin to look ahead to 2021, today brings the first of three straight Thursday Conversation podcasts. For this first installment, we visit again with Alasdair Macleod of GoldMoney in order to get his thoughts on where we’ve been and where we’re going.
I’ve known Alasdair for nearly a decade now and, over that time, he has consistently provided us with thoughtful and wise commentary on macroeconomics and the precious metals. So as 2020 wanes and 2021 approaches, I thought it would be wise to pick his brain regrading what lies ahead.
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Usually, I try to summarize these podcasts into a few bullet points for you but I’m not sure I can do that this time. As you’ll soon find out, I just sort of hit the record button and got Alasdair talking. Over the fifty minutes that followed, he shared all sorts of information that you may need to remind and play twice in order to ensure you didn’t miss anything.
Thanks again to Alasdair for so generously sharing his time today. Before you go, please be sure to check the link below for Alasdair’s latest research piece. Much like Ronni at IGWT, inflation is on Alasdair’s mind and, as you know, price inflation and negative real rates are going to be a big story in the months ahead.