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Independent Research Forum is a network allowing investors to meet expert suppliers.
For more information, visit www.independentresearchforum.com/ IRF’s David Osman is joined by Jeffrey Christian, founder of New York-based metals specialist CPM Group.
The discussion focused on the rise in inflationary expectations and the monetary policy stance of the main central banks. As interest rates rise, many investors are looking to increase the weighting of precious metals and other commodities in their portfolios. A key consideration is what will happen to the price of gold. Jeffrey focuses on this and other precious metals taking a short and long term view. In doing so, it lays out the macroeconomic and sectoral factors that will be the main determinants of demand and supply for gold, silver and platinum group metals.
Jeffrey has been a leading analyst and advisor on the precious metals and commodities markets since the 1970s. He founded CPM in 1986, splitting off the commodities research group of Goldman, Sachs & Co and its trading arm of raw materials, J. Aron & Company. The CPM produces research reports on supply, demand, market and price information as well as projections. Their relationships with on-the-ground analysts, associations, exchanges and other market participants allow them to provide the most reliable and credible data and information on commodities, including China.
This is the video version of a podcast recorded with IRF in late November.
Warning: The opinions expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure the accuracy of the information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. This is not a solicitation to trade commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article accept no responsibility for loss and/or damage resulting from the use of this publication.