Axel Merk – Think Piece

Published on
December 8th, 2015
Topic
US Dollar, Monetary policy, Gold
Duration
16 minutes
Asset class
Commodities, Bonds/Rates/Credit, Currencies

Axel Merk – Think Piece

Featuring Axel Merk

Published on: December 8th, 2015 • Duration: 16 minutes • Asset Class: Commodities, Bonds/Rates/Credit, Currencies • Topic: US Dollar, Monetary policy, Gold

Axel Merk, President and CIO of Merk Investments, takes the helm on this week's Think Piece, discussing investing in assets with low correlation to the rest of your portfolio, highlighting the high historical return rate of gold and its performance in volatile equity and strong dollar environments.

Comments

  • AC
    Andrew C.
    7 January 2016 @ 04:51
    Equity Market tired? Sentiment is toxic, PE is only just above average and the US has positive GDP growth. Certainly equities are not super-attractive, but tired? If nobody owns stocks, who is selling
  • PD
    Philip D.
    14 December 2015 @ 08:58
    Was that an Owl Lapel Pin? Hmm...Order of the Owls.
  • JP
    Jeronimo P.
    10 December 2015 @ 16:28
    Anyone else who has followed Axel, his narrative hasn't changed through the 6 year bull market. Brilliant mind, but I had to start trading against his positions since 2011. Try not to get too smart.
  • JC
    Joel C.
    10 December 2015 @ 06:01
    with a current a/c deficit - if it is financed through FDI, then domestic shock would lead to fall in con spending and lower imports but FDI "hot money"will flee putting downward pressure on currency
  • JC
    Joel C.
    10 December 2015 @ 05:58
    with a current a/c surplus - domestic shock leads to lower cons spending and lower imports and hence larger surplus which would drive currency up...
  • GS
    Georgi S.
    9 December 2015 @ 12:34
    Great interview! Could someone please elaborate why the current account surplus/deficit would would influence currency moves in a shock environment differently? Thank you.
  • JS
    John S.
    9 December 2015 @ 00:11
    Always enjoy listening to a clear thinker
  • MO
    Matt O.
    8 December 2015 @ 23:08
    He should look into Bitcoin. An international currency that can't be debased or seized.
  • EL
    Elizabeth L.
    8 December 2015 @ 15:09
    Axel Merk covered the current global financial landscape so succinctly with exceptionally clear insights. Could we hear from him on a quarterly basis?
  • TW
    Thomas W.
    8 December 2015 @ 14:24
    More impressed with Axel Merk every time I see him. Very smart guy and he thinks for himself.