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> MINEWEB RADIO - GOLD WEEKLY
MINEWEB RADIO - GOLD WEEKLY
Long term gold prices, short term speculators and macroeconomics - James Steel
HSBC's chief commodities strategist, James Steel, looks at the reasons behind last quarter's major fall and January's strong surge in gold prices
Gold, China and Quantitative easing to infinity - Embry
Sprott Asset Management's John Embry believes that the prospect of global "Weimar situation" is very real and bullish for gold
GFMS Gold Survey Update 2 - Philip Newman
Thomson Reuters GFMS's Philip Newman looks at some of the standout trends from 2011 and why the consultancy thinks we could see a drop off in prices in 2013
Dividends, porphyry and the changing nature of gold stocks - Coffin
HRA's Eric Coffin speaks about the normalisation of the gold sector, the stigma of copper and why cash burn is likely to be an issue this year.
Europe, Central Banks and continued demand for gold ETPs - Nicholas Brooks
ETF Securities' head of Research and Investment Strategy looks at the trends seen currently in the gold ETP market, the impact of Europe and what we might expect in 2012
Gold's stabilising role and the week that hopefully was in Europe - Davies
Hinde Capital CEO, Ben Davies, looks at the changing nature of gold's monetary role, the potential outcomes of this week's Eurozone summit and the importance of the internet
Gold, Europe and the possibility of a euro break up
Investment consultant, Rick Schmull looks at the likelihood of a Eurozone break up and what that might mean for commodities
Uncertain times for markets make for nervous gold investors - Turner
" The market is nervous and there's a chance of year-end book squaring, but medium term, the solution to the world's debt problems will probably be inflationary and that's good for gold investment."
Investors moving to physical gold as macroeconomic concerns fester - Stoeferle
Erste Group gold analyst, Ronald Stoeferle, believes that the monetary aspect of gold is becoming more important as investor attitudes toward the global economy shift.
Gold's save haven properties re-emerging - Steel
HSBC's James Steel believes that gold still has a way to run especially in the current environment, wherein, the yellow metal's safe haven status have begun to re-emerge
Harmony's Quarterly earnings, dividends and Wafi Golpu - Graham Briggs
A look at Harmony Gold's quarterly numbers, the group's dividend plans and Wafi Golpu which, Briggs says, is going to be rather reminiscent of Freeport's Grasberg mine
Gold Bullion, confidence and the European crisis - Julian Phillips
Goldforecaster founder, Julian Phillips looks at the likely implications of the ongoing European crisis on the gold market and the longer term outlook for the yellow metal
Bullion, currencies and the role of Europe
A look at the likely impact of the current European situation on bullion, the dislocation between equities and physical metal prices and what to expect going forward.
Gold's bull market to continue but, more exploration is needed - Lassonde
Franco Nevada Chairman, Pierre Lassonde, looks at the macro economic reasons why gold is still likely to go higher, the financialisation of the market and the state of exploration
Gold stock de-rating close to running its course - Blackrock
Evy Hambro, manager of the Blackrock Gold and General Fund, says that gold bullion prices remain well supported and is expecting fantastic earnings from gold stocks this year
Gold's recent sell-off and what to look out for over the next few months - Christian
CPM Group MD, Jeff Christian, takes a look at some of the reasons behind gold's recent sell off and looks at some of the factors that could impact on the price going forward
Undervalued stocks and a dearth of bears at this year's Denver Gold Forum - Tim Wood
The Denver Gold Group's Executive Director, Tim Wood takes us through some of the major talking points at this year's forum and looks at why there are no bears in sight
The impact of Asian demand and new investors on the gold market - Grant Williams
With a whole lot of new eyes looking at the gold market now, the metal doesn't always behave as it should but the expectation is still for a very good September
Central bank gold buying and China's role in the gold market - Julian Phillips
A look at the implications of the Wikileaks cables indicating China's intention for gold and the continued buying of the yellow metal by central banks
Fiscal policy, and the end of gold's correction - Murenbeeld
Dundee Wealth Economics cheif economist, Martin Murenbeeld, takes a look at the possibility of a bank collapse in Europe, fiscal policy going forward and why a return to a gold standard is unlikely
Gold to move higher within the next 12 months but a correction won't go amiss - Embry
Sprott Asset Management's John Embry wouldn't be surprised to see gold at $2,500 per ounce within the next 12 months but says he would prefer to see some kind of correction first
Gold prices to average $1,600 in Q4 as investor demand slips - Westmore
Gold is curerntly pricing in a good probability of a further global recession but, if this doesn't happen then demand by investors is likely to be pared in the second half of the year says National Australia Bank's Ben Westmore
Gold stocks valuations in the current macro environment - Joe Mazumdar, Haywood Securities
A look at some of the factors behind the difference in valuations between gold stocks and gold bullions in the context of the significant macro economic turmoil
Gold to double over the next five years, gold stocks offering value - Holmes
US Global Investors CEO Frank Holmes maintains that gold bullion is likely to rise significantly, albeit in a volatile fashion and, believes that gold stocks, especially those paying dividends will do well
Europe, the US debt ceiling and the fundamentals of gold demand - HSBC
HSBC precious metals analyst, James Steel looks at the likelihood of increased volatility in the gold market and the continued growth in emerging market demand in the wake of the macro economic turmoil
Gold price floor to remain above $1,000 for at least the next decade - Jeff Christian
A look at the likely trajectory of the gold price given the current macro-economic situation and a the similarities between this recent move and silver's charge at $50 in April
Gold bullion versus gold stocks and Europe's continuing debt problems
John Licata of Blue Phoenix takes us through some of the factors continuing to underpin gold prices and looks at the difference in valuation between gold bullion and equities
Putting monetary trust in gold - Ronald Stoeferle
A look at some of the changes in the monetary nature of gold and an outlook for prices given the current macro economic outlook
Coin demand and asset protection in the gold and silver markets
ASI's Rich Checkan takes a look at some of the trends currently seen in the gold and silver coin market and what we are likely to expect as the year continues
Bubble talk, Greece and gold's solid fundamentals - Adrian Ash
"I often get anxious when I can't see a problem with the gold market... But just looking at monetary policy and looking at the outlook, it is difficult to see it coming off any time soon"
A cloudy outlook for gold at the moment
There are a lot of reasons why people should look to invest in gold at the moment, says Tiberius Asset Management's head of trading, but, there are also reasons why, in the short term, it might be best to stay away
Gold could hit $1,650 this summer - Embry
Problems in both the U.S. and Europe as well as continued growth in investment demand are some of the reasons why Sprott's John Embry believes gold is likely to have a good summer.
Gold well supported by fundamentals but a small correction is on the cards - Melek
This year, selling in May and going away might not be the best strategy for the gold market as there are some rather important macroeconomic events occuring over the next few months that will have a bearing on the metal
Hate paper money, love gold. Gold and silver turning up - Puru Saxena
Hong Kong based Puru Saxena sees Eastern precious metals demand continuing and rising as wealth grows - and sees the recent downturn in prices reversing.
Interest rates, the end of QE2 and gold in euro terms - Julian Philips
A look at what has been going on in the gold market since the dip and why it is worth looking at the price of the metal in currencies other than the dollar
Gold and China, silver and volatility - Edel Tully, UBS
A look at where gold goes from here with a focus on China's continuing role and a view on silver
Gold and silver a little ahead of themselves - Nichols
In the short term gold and silver are likely to decline but, according to Jeff Nichols looking out beyond the next month or two, both will be in a renewed cyclical upswing
Barrick's acquisition of Equinox, why the strategy is concerning - Kerry Smith
Haywood Securities analyst, Kerry Smith, says, while he understands the numbers behind the deal, the implication that Barrick sees very few or no opportunities in the gold space is worrying
The changing dynamics of gold stocks - Eric Coffin
Hard Rock Analyst co-editor, Eric Coffin sees gold prices well underpinned currently but says there are some changes at work within gold equities
Money supply, inflation and gold's currency role - Adrian Day
A look at the staggering increase in US money supply this year and its implications for both inflation and the gold price as well as a look at the effect of 'poor man's gold' on silver
Gold's upward trend to continue throughout 2011 - Nicholas Brooks
ETF Securities head of Research and Investment strategy says the key risk to the gold flows this year would be a substantial and sustained rise in global interest rates but this, he says is unlikely
Gold through $1,500 by year end as key drivers remain in place - Walker
While we may see trade in gold get choppier over the course of the year, negative real interest rates and other factors will continue to support gold through the course of 2011, says GFMS CEO , Paul Walker
Gold heading toward cyclical high - Jeff Christian, CPM
"The economy on a global basis is continuing to grow and is probably more stable than it was two years ago - so there are some reasons to reduce some of the risk premia that you're seeing in the gold"
Gold investment Trends - Jason Toussaint, WGC
Despite some selling pressure in the first two months of the year, gold ETFs are expected to continue to play a significant role as gold investment demand grows.
China, North Africa, Greece and gold - Julian Philips
A look at the continued impact of the unrest in the Middle East and North Africa on the gold market and why more focus is needed on Greece and China
Middle East unrest come to gold market's rescue - VM Group
With no one yet able to predict the outcome of the developments in the Middle East and North Africa, safe haven buying and a wait-and-see attitude likely to prevail
Silver, platinum to outperform gold in 2011
While gold prices are still likely to rise, Tiberius Asset Management believes gold is likely to underperform the rest of the precious metals complex this year
$200 gold price rise this year would be normal – Frank Holmes
US Global Investors CEO, Frank Holmes looks back at the Mining Indbaba, unpacks the fear and love trades that are driving valuations
Mining Indaba - James Turk, Chairman, GoldMoney
"We're probably going to see $1,800 - $2,000 this year on the gold price and silver looks like it's going to go to at least $50"
Exploration and cost pressure in the gold industry - Mark Bristow, CEO Randgold Resources
A look at why gold prices have gone up, the potential for new major discoveries in Africa and the continuing cost challenge facing the sector.
Gold's longer term fundamentals good -Martin Murenbeeld
The yellow metal's long term fundamentals are sound but some shorter term clouds loom. Gold is expected to average around $1,450 for 2011 and get close to $1,600 in 2012.
Could 2009's gold buyers become 2011's gold sellers? - Nic Brown, Natixis
Nic Brown, head of commodities research at Natixis, believes that gold will come under pressure in 2011 if such selling takes place
Gold should hit $2000 this year - John Embry
Sprott Asset Management's Chief Investment strategist likes gold but prefers silver and is very positive on gold stocks
Physical gold buying to lead the way in 2011 - Julian Philips
Demand from emerging markets will continue to boost gold but its role as a measure of value going forward should not be underestimated
2011 Gold outlook: James Turk
“We are going to hit the $1,800 - it’s just a question of time. It will probably happen in the first quarter of 2011”
Gold to remain strong in 2011 - Tom Kendall, Credit Suisse
"Gold has a good chance to trade above $1,600 before the end of 2011. "
Gold and the current macroeconomic picture - Christoph Eibl
A look at the continued impact of the euro zone debt crisis, gold hording via ETFs and what could happen in 2011
Gold price, politics and investment demand - Nick Brooks, ETF Securities
A look at the impact of recent macroeconomic factors on the gold market and how investment demand has been affected
Gold's slump and why it is temporary - Jeff Christian
"We are expecting the gold price to reach record levels in the first quarter of 2011 and then to come off in the second and third quarters"
Robert Zoellick, QE2 and gold - Adrian Day
A look at the longer term impact of QE2 on gold, the likelihood of a return to any type of gold standard and whether or not the yellow metal is looking overbought
Currency wars, China and the impact on gold - Julian Phillips
"I certainly see $1,500 before the end of the year, and if some of these dramas suddenly erupt, it could move to $2,000."
Gold's latest dip, QE and the next 12 months - John Embry
"Everything that I look at suggests much higher prices over the next 12 months."
Gold, China and QE: Brian Hicks, US Global Investors
US Global Investors' Brian Hicks explains the impact of China's interest rate rise, QE and why they are still positive on gold over the next 18 months
Gold's current fundamentals - Nic Brown, Head of Commodities Research Natixis
"There is the potential for a substantial correction in gold prices - when it's going to start - very difficult to tell"
Watch out for a drop in gold investment - Chris Eibl: co-founder, head of trading, Tiberius Asset Maangement
"There is a high chance that gold pulls back a couple of hundred bucks I n the course of the next 12 months."
Gold at $1,300, where to from here? - James Turk, Founder and Chairman, Gold Money
"Whether we hit that $1,800 or $2,000 target this year or next year really doesn't matter. You're running a bull market and what people have to focus on is continue to accumulate gold because it's still relatively cheap"
Indian Jewellery demand - Samrat Zaveri: MD Trendsmith Jewellers
As gold prices race to new highs, jewellery demand in the massive Indian market is changing and, according to the Mumbai-based jeweller, diamonds are attracting more interest than they used to
GFMS gold Survey Update: Philip Newman - Research Director, GFMS
GFMS believes that gold prices will spike higher in the coming months but cautions that a soft jewellery market could come back to haunt us
Why gold won't go up forever - Patrick Connolly: AWD Chase de Vere
"It is a rally - it's a sustained bull rally and at some point it will stop."
Gold in September - Frank Holmes : CEO, US Global Investors
As the world enters what is historically a very good period for gold, Frank Holmes takes a look at the reasons why this year should be just as good, if not better
Gold demand trends - Jason Toussaint: MD Investment, World Gold Council
The World Gold Council released its Gold Demand Trends publication for the second quarter of 2010 and highlighted the massive growth in investment demand, including a 414% jump in gold ETFs
European gold demand - Bernhard Schnellmann, director for Precious Metals Services at Argor-Heraeus
A look at current levels of European gold demand and what is likely to happen to prices as people come back from their summer holidays
China, India and the price of gold - Jeffrey Nichols
Jeffrey Nichols explains why recent developments in India and China can only be good for the price of gold
Gold heading for a parabolic rise - John Embry
"If gold is not between $1,500 and $2,000 in the next 18 months, I'm dead wrong."
Gold prices, exploration and the importance of China - Pierre Lassonde
Franco Nevada's Chairman speaks frankly to Mineweb about why he thinks gold prices are likely to continue climbing, the need for new exploration technology and the changing role of gold as investment
Double dip recession, hedging and the gold price- Julian Phillips
The structural shift in gold means that in recession or recovery, the price of the yellow metal will continue to rise, albeit with a number of dips along the way, says Julian Phillips of Gold Forecaster
Central banks and gold - Natalie Dempster, WGC
A look at the role central banks are playing in the gold market and why there are good reasons for them to continue to hold gold
European gold buying still strong - Nicholas Brooks - Head: Research and Investment strategy - ETF Securities
'his last week, even as the price of gold was falling quite sharply, we saw around $90 million flow into our gold ETCs'
Rick Rule - Founder Global Resource Investments
A look at the macro economic environment facing gold, gold shares or physical metal and whether or not looking backwards offers any guidence
Gold, interest rates and Saudi Arabia - Jessica Cross: CEO, VM Group
A look at the role of interest rates on gold, the importance of the lack of selling by central banks and the revaluation of Saudi Arabia's gold holdings
Where gold is going - Ian McAvity: Author, Deliberations on World Markets
Gold likely to head toward $3,000 an ounce over the next two years but, be careful what you wish for
European gold demand - Bernhard Schnellmann: Director for Precious Metals Services - Argor-Heraeus
"we see a huge demand for smaller denominations, starting actually from something like 10 grams, 20 grams, one ounce up to 100 gram and most of it is demand coming from all over Europe"
Gold Unlikely to go much higher Nic Brown: Head, commodities research at Natixis
"Gold prices have risen every year for the last nine years - that's a long rally that's been driven by a number of different factors - most of which we believe are starting to turn around"
Gold Demand Trends - Marcus Grubb: MD, Investments - WGC
Investment demand in Europe and the US, and jewellery demand in China and India is likely to boost the price of gold this year.
Frank Holmes - CEO, CIO US GLobal Investors
The gold price is overbought in euro terms, but wonderful buying opportunities on the back of seasonality are likely to occur between now and August
Martin Murenbeeld: Chief Economist of Dundee Wealth Economics
A look at the the impact on gold of the Eurozone debt package, the role of the investor and the outlook for the rest of the year.
Daniel Sacks - Co-portfolio manager, Investec Global Gold Fund
A look at how gold is currently behaving like a completely independent currency, a medium term outlook for the price and some commentary on the results out of the North American miners
Release of the Gold Year Book - Jeff Christian: MD, CPM Group
Jeff Christian explains why gold has been bumping against the $1,168 level and then takes a look at the big trends in gold over the last year
John Embry: Chief Investment Strategist - Sprott Asset Management
"If gold isn't up at least $500 in the next six months, I will be surprised"
Matthew Turner: VM Group
A look at gold's highs in euros, the likely impact of the continued debt crises in Europe and a examination of other factors such as jewellery demand and inflation on the medium term price prospects for the yellow metal.
Marcus Grubb: MD Investments - World Gold Council
In this week's edition of the Mineweb.com Gold Weekly podcast we discuss the reasons behind the WGC's tie-up with the Industrial and Commercial bank of China and look at the outlook for gold demand in the Asian super power
Rob McEwen: CEO US Gold Part 2
In the second part of this week's Gold Weekly podcast, Rob McEwen talks about prospects for Nevada's Cortez gold trend, Mexican prospects, the Minera Andes dispute with Hochschild and the gold industry's prospects in general
Rob McEwen CEO: US Gold Part 1
In the first part of this week's Gold Weekly podcast, Rob McEwen talks about the price of gold and why he maintains his view that the yellow metal will reach $2,000 per ounce by year end. He also talks about what to look for in a gold junior
Michael Power: Investment stratgist Investec Asset Management
A look at the macroeconomic factors currently impacting on the price of gold
James Steel: HSBC precious metals analyst
THis week James Steel, HSBC precious metals analyst looks at the movement of gold over the last week and the importance of the link between currencies and bullion and the role of soverign risk issues.
Nicholas Brooks, head of Research and Investment Strategy at ETF Securities
We take a look at gold's moves over the last week, the role of currencies and a few of the trends to be found in the ETF market
Jeffrey Nichols: MD American Precious Metals Advisors
Jeff Nichols looks at the weakening correlation between gold and the dollar, the testing of the $1,100 level and what to expect going forward
Brian Hicks, of US Global Investors and Leon Esterhuizen of RBC Capital Markets
A wrap of some of the week's big talking points, Who might buy IMF gold, peak gold theory, Anglo gold results and a look at African Barrick Gold
Neil Meader, Research Director GFMS
A look at the demand side of the gold equation, what is happening on the scrap front and why we could see $1200 gold in the medium term
Jessica Cross: CEO VM Group
Jessica Cross speaks about the impact of the falling gold price on the physical markets, why ETF buyers are in it for the long term and whether or not gold can decouple from the US dollar
John Embry - Chief Investment Strategist Sprott Asset Management
John Embry speaks about why gold has been trending down over the last few weeks and the implications of a knee-jerk reaction to gold when the US dollar appreciates. He also looks at what we can expect from the quarterly numbers due out from the big gold stocks and why the next big move for gold is likely to be up.
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