Zortix matched this thesis to Gold & precious metals ETFs as one way for retail investors to get exposure. Not a recommendation.
Gold as personal central bank amid monetary inflation
The guest's long-standing thesis is that individuals cannot trust central banks and must act as their own central bank by owning physical gold.
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The Callback
Physical supply tightness drives structural precious metals bull case
58 weeks between these two statements.
The bull case for gold was framed as a hedge against the inevitable devaluation of the US dollar, which the guest argued is the only politically feasible way to manage the nation's massive on- and off-balance-sheet liabilities.
The guest's long-standing thesis is that individuals cannot trust central banks and must act as their own central bank by owning physical gold.