Ben Davies – Part One

Featuring Ben Davies

Ben Davies, founder of Hinde Capital, questions the alternatives to our current banking system, to fiat currencies in general, and to the towering level of global debt in his attempts to manage risk effectively. In part one of a fascinating two-part interview, Ben speaks to Real Vision on where his search for these alternatives have taken him.

Published on
5 June, 2015
Topic
Gold, Financial System
Duration
57 minutes
Asset class
Bonds/Rates/Credit, Equities, Currencies
Rating
9

Comments

  • RA

    Robert A.

    12 6 2015 23:08

    2       0

    Wow, indeed. Zimbabwe closed system scenario, disintermediation of Active managers, ETF movie on the downside of the mountain=no Bueno, and he has trouble raising $? The hits just keep on coming Grant

  • DH

    Dale H.

    12 6 2015 01:49

    0       0

    Looking forward to part 2. VG. Watching again. Interesting to contemplate rates going to 0 all around the world + 500 cuts now, No CB 'ammo'. We cut in NZ, huge surprise 4 most Perth mint sell/store

  • AE

    Alex E.

    10 6 2015 04:04

    3       0

    WOW! "Hold mostly cash, some gold, have some dividend-paying equities and no bonds"! He's basically described my entire investment strategy as of right now!!! Amazing!

  • DF

    Dominic F.

    9 6 2015 13:01

    1       1

    Nice interview set up, nice lighting :-)

  • sp

    shashwat p.

    8 6 2015 02:14

    1       0

    Good Stuff! it was very useful from understanding the market perspective.. makes a lot of sense

  • GB

    Gary B.

    7 6 2015 14:50

    3       0

    Matthew-Sprott Physical Gold Trust is one possibility. Their gold is allocated and held separately at the Canadian Mint. I am sure there are others like it. Can also hold in Singapore or Switzerland

  • dd

    darrell d.

    7 6 2015 05:23

    2       0

    Odd start: micro and ETF fees. However great story line you two are devoloping.

  • MC

    Matthew C.

    6 6 2015 18:14

    0       0

    I hear constantly to get physical gold but for all of the IRA's out there what are their options? GLD isn't going to work, so IAU or ... ? Help from the group. Thanks in advance.

  • TJ

    Terry J.

    6 6 2015 17:18

    5       0

    Totally absorbing interview. Captivating to listen to the thoughts of one of the brightest minds in global markets being interviewed by a fellow distinguished macro thinker.

  • BD

    Bruce D.

    6 6 2015 14:21

    9       0

    This type of deep thinking is necessary to comprehend that the world's fiat monetary system is crumbling......that's all. When the systemic risk appears again, it will not be in a gentle fashion.

  • KS

    Kashyap S.

    6 6 2015 10:56

    0       0

    Looking forward to the next part. ETFs are great and beat actively managed funds hands down, and physical gold is a better bet than any gold strategy. Aside from that, everything else is spot on.

  • CM

    C M.

    5 6 2015 21:38

    3       4

    Uh BM, I am not. I am simply providing feedback to RV to focus on quality interviews (e.g., Lee Robinson -- now THAT was SPECTACULAR). HC charges 1.5%/20% for 1.6% CAGR over 7.5 yrs. Please.

  • DK

    Damian K.

    5 6 2015 21:17

    5       0

    Remarkable 2nd half of the interview. Can't wait for the next part.

  • CB

    C B.

    5 6 2015 19:25

    4       0

    Gets really interesting around the 30 min mark. We need more "what's next" macro thinking like this.

  • EL

    Elizabeth L.

    5 6 2015 18:34

    5       0

    Absolutely Brilliant!!! Learned so much. Will watch many times.

  • BM

    B. M.

    5 6 2015 18:24

    23       0

    wake up Christian...you don't want to sleep through the collapse of the Bretton Woods/IMF/fiat system

  • CM

    C M.

    5 6 2015 14:59

    1       17

    Zzzzzz......