Jeffrey Christian: Correlation and Causation in the Gold Market

Palisades Gold Radio, Released on 4/11/22 (Recorded on 4/8/22)

0:00 – Introduction
0:33 – Gold Yearbook Review
4:49 – Expectation Management
11:29 – Investment Drivers
15:32 – Fed Funds & Gold Price
19:23 – Fed Rate Hikes
20:55 – China & Global Economics
24:21 – CPI & Rate of Change
33:35 – Ukraine & Food Inflation
36:50 – Energy Market Imports
37:43 – Yield Curve & Recession
42:18 – Platinum Metals
45:28 – Russia’s Misconceptions
50:38 – Reserve Currencies?
54:14 – Reported Gold Holdings
1:00:13 – U.S. Gold Audits?
1:07:35 – Rehypothecation?
1:10:13 – Wrap Up

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.

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