Mining Stock Daily cover image

Michael Howell on the Recent Rise of Liquidity and the Dollar's Triffin Dilemma

Mining Stock Daily

00:00

The De-Dollarization Narrative

Gold is an excellent monetary inflation hedge. If you believe that the value of paper money is diminishing, then you want to be looking at gold or presses metals as a hedge. A more recent hedge is Bitcoin or cryptocurrencies. And we run a chart that I often publish on Twitter, which is showing the growth rate of global liquidity alongside the performance of monetary hedges such as gold and Bitcoin.

Play episode from 50:08
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app