Gold or Silver? Michael Howell’s Strategy for Rampant Debt & More Inflation
Michael Howell joined me on this episode of Real Money Talks to talk about inflation, global liquidity, and how that might influence gold and silver prices.
“Enjoy the party but dance near the door”, Michael told me.
Michael believes that the levels of debt we’re currently seeing in the USA are not attainable, and will result in serious systemic issues before long.
When it comes down to gold & silver, Michael believes that gold is one of the best hedges against inflation. He still does think silver might get a lift, but favours gold nonetheless.
After my conversation with Michael Howell, I was joined by 2 companies for the CEO BBQ portion of this episode.
More specifically, I was joined by:
- Ridgeline Minerals (TSX-V: RDG)
- White Gold (TSX-V: WGO)
In summary, this video contains a:
- Michael Howell interview
- Ridgeline Minerals CEO interview
- White Gold CEO interview
VERY IMPORTANT WARNING:
RIDGELINE MINERALS HAS PAID FOR THE PRODUCTION OF THIS VIDEO.
NO QUESTIONS WERE EXCHANGED, AND NOBODY SAW THIS PRIOR TO ITS PUBLICATION.
This channel is a business that charges for the creation and publication of video interviews. There will always be a conflict of interest which means you can never rely on anything said herein.
The information provided herein is general & impersonal in nature and meant for entertainment purposes only. The viewer acknowledges and agrees that the information does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy.
The host is not a licensed investment advisor. He is just another talking head on the internet. He might own shares of companies mentioned in this publication. Always assume he doesn't know much more than a potato does.
The mining & exploration space is among the riskiest sectors to invest in. The risk of anything mentioned in this publication is 100% loss of capital. If you don't read the official documents provided by the company on www.SedarPlus.ca, you will lose all of your money.
Timestamps:
00:00 Introduction
02:30 Will global liquidity keep falling?
07:40 Will central banks keep buying gold?
09:20 Can government debt keep growing forever?
14:11 Is the market pricing in more liquidity growth?
15:20 Will FED liquidity growth slow down have an effect on gold & silver?
19:45 What's driving decisions at the FED?
22:00 Is China in trouble with its debt levels?
25:52 Can the Chinese central bank influence global liquidity?
31:25 What is China's gold buying strategy?
34:40 Can silver outperform gold?
37:40 Will copper & REE demand fall?
39:20 Will gold demand go up in 2025?
41:50 What are bond yield telling us about gold & silver?
44:30 Will bond market volatility push the FED to more aggressive yield curve?
52:30 What is Michael Howell seeing in the treasury market?
57:01 - Very important warning
01:01:36 - Ridgeline Minerals CEO BBQ
01:28:13 - White Gold Corp CEO BBQ
