Gold and Oil in a Post-Coronavirus World

Published on
April 23rd, 2020
Duration
39 minutes

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Gold and Oil in a Post-Coronavirus World

The Expert View ·
Featuring Rick Rule

Published on: April 23rd, 2020 • Duration: 39 minutes

Rick Rule, president and CEO of Sprott US Holdings Inc., joins Real Vision to break down the current state of gold and gold equities markets in the context of coronavirus shutdowns. He explains the investment opportunity he sees in gold bullion, gold equities, and gold royalties firms. Rule provides two immensely important charts to explain his view that precious metals markets have already entered a new bull market with huge upside. Rule shares his thoughts on the recent chaos in oil markets and puts commodities markets like gold and oil into historical context to help investors understand where markets are heading. Filmed April 21, 2020.

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Transcript

Chapters

  1. 00:01:46
    What is the relationship between gold and systemic confidence?
  2. 00:02:50
    What does the unprecedented monetary policy response to COVID-19 mean for gold?
  3. 00:07:53
    What is the impact of massive fiscal spending on gold?
  4. 00:09:58
    Could Coronavirus be the impetus for returning to some form of a gold standard?
  5. 00:12:21
    How has coronavirus affected gold equities?
  6. 00:15:45
    What is the best way to get exposure to gold in the context of the global coronavirus shutdowns?
  7. 00:20:08
    How do you think about gold royalties companies like Franco-Nevada?
  8. 00:22:57
    How does the history of gold miners and commodities in general inform your view?
  9. 00:29:50
    What do you make of chaos in oil markets right now?
  10. 00:36:18
    What is the most important takeaway you want viewers to understand?