Korelin Economics Report

John Rubino – The Environment For Precious Metals Is Improving

John Rubino, Founder of The Dollar Collapse website, joins us for a wide-ranging discussion on factors that have improved in the precious metals environment.   We review the recent crypto crash, due to the FTX exchange bankruptcy, and what that may mean for more crypto investors taking an interest in the similar sound money principles found in precious metals.  We also review the expectations around the reduction of rate hikes at future Fed meetings, now that we are seeing inflation cool off a bit, and unemployment ratcheting higher.  Some other areas touched upon where the continued signals of a slowing economy from weakness in the real estate market, used car prices pulling back in concert with loan default issues, the Chinese bailout of their real estate markets, and other data showing we are still heading into a recession.

 

Next we review of how gold, silver, and the mining stocks have reacted recently, making specific note of how well silver has done coming off it’s lows in September, and how the mining stocks tend to track it more closely than gold. John also points out the different reports we are seeing relating to the tightness in the physical silver markets, and how that could easily lead to some panic buying from concerned investors.  We wrap up by pondering if the recent rout and lack of confidence in the cryptocurrencies, may actually migrate some sound money investors over to the precious metals.

 

 

Click here to visit the Dollar Collapse website.

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