Michael Oliver and Alasdair Macleod

Bonus: Copper Tariffs Covered

Authored by Jesse Day for VRIC

Alasdair Macleod and Michael Oliver think that investors looking at gold as just another asset class are missing the bigger picture, as gold's role as a unit of account is coming to bear and its exploding price is signaling huge weakness ahead in the credit markets and all paper assets. The duo discuss the implications of a collapse of the broad market and a further rise in the gold price, along with waxing on the valuation gap between gold and gold miners, why silver could be poised to outperform gold, and much more.

• 00:00 Introduction

• 00:40 Early Stages of Gold Bull Market?

• 14:08 Bear Market in Paper Assets

• 20:15 Silver and Mining Stocks

• 38:22 These Markets are Breaking Down

Enjoy.

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