Hi community, have a listen!
Ben Ashby and Tom Threlfall are talking to John Reade from World Gold Council
A few things that landed:
✅ Gold's long-term expected return is CPI +2-3%. It went up 30% in January alone. "Be cautious."
✅ All gold models - including WGC's - are currently broken. None explain the last two years.
✅ Why central banks are repatriating: you used to earn 100bps lending gold in London. That trade is gone.
✅ Crypto and gold aren't substitutes, they're complements. One adds equity-like risk, the other diversifies it.
Episode 18: John Reade on evolving gold markets
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| Episode 18: John Reade on evolving gold markets |
| Listen to this episode from CFA UK on Spotify. In this episode of the CFA UK Future Proofing Finance podcast, hosts Ben Ashby and Tom Threlfall, CFA speak with John Reade, Senior Market Strategist at the World Gold Council. John shares his 40-year career journey from mining engineer to market strategist, and explains the evolving landscape of gold markets for investors. |
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Aya Pariy
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