Gold – Brent Johnson, pt. 2

Featuring Brent Johnson

Brent Johnson, Founder of Santiago Capital, returns to Real Vision and responds to questions from his previous appearance in the Gold series. In this sequel, Brent delves deeper into portfolio diversification, the velocity of money, and why gold confiscation isn’t out of the question.

Published on
1 May, 2015
Topic
Sentiment, Gold
Duration
26 minutes
Asset class
Bonds/Rates/Credit, Equities, Currencies
Rating
20

Comments

  • BL

    Brian L.

    14 5 2016 00:51

    0       0

    Brent-- It has been a year. What do you say to the demographic calculation of Dent? And do you see the fed re-balancing their gold to 5 digits?

  • GO

    Gary O.

    16 1 2016 07:25

    0       0

    Best future gold explanation I have ever heard yet!

  • GH

    Gregory H.

    14 5 2015 23:43

    0       0

    Enjoyed. Agree about its small place in diverse portfolio. Don't necessarily think that it is great though if you have a deflationary, tech-eats-income, oversupplied world view for the medium term...

  • CT

    Claudia T.

    14 5 2015 19:54

    1       0

    Excellent!

  • LS

    Lorne S.

    11 5 2015 18:53

    1       0

    Great job, Brent. I'd be interested in hearing your thoughts on how an SDR inclusion would affect the current valuation.

  • MC

    Michael C.

    4 5 2015 10:30

    3       0

    It would be really good to hear Brent's view on the best way for the retail investor to gain exposure to gold, if they don't fancy the idea of hiding gold coins around the house.

  • BL

    Bruce L.

    2 5 2015 15:59

    2       0

    Perfect Brent

  • CM

    Charlie M.

    2 5 2015 15:40

    5       0

    Perhaps I suffer from confirmation bias, but I appreciate and value Brent's views of markets and gold. Brent needs to be a regular on RV.

  • jS

    jurgen S.

    2 5 2015 12:44

    6       0

    Common sense explanation enjoyed it !

  • JS

    John S.

    2 5 2015 12:41

    1       0

    Glad he came back

  • jy

    john y.

    2 5 2015 11:33

    1       0

    SENSATIONAL

  • CS

    Carl S.

    2 5 2015 09:37

    0       2

    ,