Founders: This is Where The China Gold is

Housekeeping: The previous post was sent in error, that was the public piece

THIS is the Founders podcast is extemporaneous, thorough, contextual and historical. Please excuse the Demanding Dog interruptions…Those stop after the first few minutes. There is occasional profanity as well.

The Podcast transcript is separate and also attached.

The written portion below will be made available to Premium later today.

Cheers

Contents:

1. Morning Musings on China’s Gold

2. Western Misunderstanding and China's Strategy

3. Learning from Past Crises

4. Nationalism and Economic Strategy

5. China’s Hidden Gold Reserves

6. Conclusion: The Enigma of China’s Gold