The Deep Dive, Released on 3/28/23

Joining SmallCapSteve today is Jeffrey Christian, founder & managing director of the CPM Group. In this interview, we dive into his read on the de-dollarization and central banks buying gold. We also talk about the factors he looks at to forecast gold price, and where he sits in terms of copper prices.

00:00 Introduction
00:27 De-dollarization — should we be concerned?
05:34 What do central banks want?
08:48 Central banks’ gold purchases — what really happened?
13:12 Metrics he uses to predict where gold prices are heading
16:39 Copper prices — how inventories relate to pricing

Jeffrey Christian is the founder of CPM Group, a commodities research, consulting, investment banking and asset management company. CPM is focused on the fundamental analysis of global commodities markets. Mr. Christian was previously the head of commodities research at J. Aron & Company, which was acquired by Goldman Sachs & Co. Mr. Christian formed CPM group through a management buy-out of the commodities research group of Goldman, Sachs & Co. with the vision to provide independent market leading research on the commodities markets to a variety of customers ranging from sovereign governments to investment funds.

  dedollarization, dollar, reserve currency