The team behind GoldCore.com the precious metals investment experts, bring you The Goldnomics Podcast. Goldnomics takes an indepth look at the not so obvious risks that have the potential to affect your investment portfolio. Presented by Dave Russell, Mark O'Byrne and Stephen Flood, who between them have decades of financial market experience, they offer an unique insight in to financial markets that will educate, inform and entertain. The Goldnomics podcast is a welcome counterbalance to the coverage of mainstream media. New episodes of the podcast will be released each month.
How Much Gold Do I Need In My Portfolio
46:08How Much Gold Do I Need In My Portfolio Last week we saw, Stephen Flood, CEO of GoldCore, Mark O'Byrne of Health Wealth and Gold, and Dave Russell of GoldCoreTV, discussing if it is possible to build the #perfectportfolio for the next 10 years by identifying the current megatrends that we are seeing emerging and suggesting how they might affect your portfolio. In this episode of the #Goldnomics podcast, they address which elements they believe should be included in the portfolio in order to both protect you from and take advantage of these megatrends. Given today's scenario, all three believe that everyone should re-evaluate their portfolio. As prudent investing would suggest not having all your eggs in precious metals, what other asset classes and assets should you be considering? Mark's investment portfolio includes: Precious metals - 64%, wherein he allocates 30% in gold, 30% in Silver, and 4% in platinum, but for him, this is not with regards to a 10-year view but more likely to be for 2 years, since he believes he would change the allocations in precious metals when they outperform other asset classes. Stocks- He believes stocks should be a hedge against inflation and so he allocates 10% to equities. Although he prefers buying stocks in natural resources rather than buying S&P500 or the MSCI world index because this will always remain in demand. Property- Mainly focusing on residential property, he allocates 10% and feels that there will be a growth in demand in this sector around the world. Cash- Allocating 10% in cash is a bit high but he considers this as an opportunity to acquire other assets in time. Cryptocurrencies- According to Mark, it is advisable to invest some amount in the crypto universe. He encourages everyone to learn more about this asset class and its technology and as a result, he put 3% in cryptocurrencies. Trading- 3% is allocated in trading since he believes trading is another good option for enhancing yield Stephen's Investment Portfolio Precious metals- 10%, within this he allocates 75% to gold and 25% to silver since silver is more volatile. He further discusses the pros and cons of precious metals investing. Cash- In his opinion it is good to have 5% of your portfolio for cash and also suggests having it in different currencies. Stocks- He gives 25% to stocks, but believes it is important to look at the changing demographics. As a result, he is investing in healthcare, technology & blockchain. Property & Bonds- Together it consists 45% of your portfolio. According to him, the property market is a tangible asset and it is good to have a certain share dedicated to the property market. Even though bonds are overvalued, he sees opportunities in the peer-to-peer lending markets. Speculation - He allocates 15% to speculating on things like bitcoin and others. However, he warns that this should be done only with money you can afford to lose. Dave's Pension Portfolio Stocks- He allocated 40% in stocks and identified 4 key areas where is going to invest. First is resources, then renewable energy, freshwater, and the fourth are the dividend aristocrats. Property via fund- He allocates 20%, keeping in mind the nature of this portfolio which is for the pension holder, he wants to make it hassle-free so he would invest via funds Bonds- Since the Western bond markets won't perform well in the coming inflationary environment for fixed income he is looking East to China. So he putting 10% in Chinese bonds. Precious metals- He allocates 30% wherein he gives 25% to gold and 75% to silver, as he believes the silver market fundamentals will continue to be favourable in coming years. Lastly, he mentions that in his portfolio there's no allocation for cryptos since he's not a huge fan of this. You can watch the previous #Goldnomics podcast on How to Build a Long Term Portfolio: For the Next 10 Years here: https://youtu.be/4dhD0NNqcHc If you're looking to buy gold or silver coins or bars, GoldCore currently has good stocks available visit the following website to learn more: US & ROTW - https://www.GoldCore.com UK - https://www.GoldCore.co.uk Ireland - https://www.GoldCore.ie 00:00 - Intro 01:49 - Mark's Investment Portfolio 08:35 - Stephen's Investment Portfolio 18:34 - Dave's Pension Portfolio 31:56 - Summary _________________________________________________________________ GoldCore TV is the home of precious metals market information. Our channel features news, interviews and podcasts with prominent industry figures to help people make informed investment decisions. Subscribe to our channel to stay up to date on the latest precious metals news and views. Follow us on social media: Facebook - https://www.facebook.com/GoldCore Twitter - https://twitter.com/GoldCore Disclaimer: Videos published are not investment advice and the views expressed may not reflect those of GoldCore ltd.
How to Build Long Term Portfolio: For the Next 10 years
1:11:30In today's new #Goldnomics Podcast, Stephen Flood, CEO of GoldCore and Mark O'Byrne of Health Wealth Gold joins Dave Russell of GoldCore to discuss if it is possible to build the #perfectportfolio for the next 10 years? At GoldCore we believe that every portfolio should have an allocation to gold and silver, the percentage of that allocation should change depending on the current economic, financial, and geopolitical environment. Your portfolio needs to take into consideration the long term megatrends in these elements. But what are the current megatrends that we are seeing emerging and how will it effect your portfolio. #Inflation is a key emerging megatrend that is going to represent a primary risk to all the investors. This is primarily being driven by the astronomical levels of money printing by central banks. This has accelerated in the wake of the Covid-19 pandemic which has seen the US National Debt Skyrocket to $28 trillion dollars plus. Continued massive money printing ultimately historically results in currencies being significantly debased and losing their purchasing power. In the face of this pending massive wave of inflation, the traditional method of building your portfolio, where you invest 60% in stocks and 40% in bonds is no longer applicable as it just will not protect you. #Technology The technology revolution continues and is and will continue to drive efficiencies and change the way that we live and work over the next 10 years, but how will that effect your portfolio? #Geopolitics The next megatrend is #geopolitics, and the geopolitical tensions between the US and Soviet Union and China which could develop result in further trade and currency wars. Signs of this can been seen in the form of the Chinese divesting some of their US Treasury holding and a significant increasing their gold holdings. To read our latest blog post on how demand for gold surges in China: https://news.goldcore.com/demand-for-gold-surges-in-china/ But how will these megatrends impact traditional and newer asset classes? Cash The adage that 'Cash is the king' is no longer holds when faced with a wave inflation and a negative interest rate environment. So how do we manage short term liquidity needs? Bonds Bonds underperform in high inflation environments but may also run in to Yield Curve Control (YCC) by Central Banks so how do you create a fixed income aspect to your portfolio.? Stocks Stock markets have undoubtedly been the benefit of Central Bank money printing and have rallied to new all-time highs. Will extreme valuations eventually correct or will they continue to be seen as a better alternative to cash as currency printing continues? Cryptocurrencies Cryptocurrencies are in a raging bull market and see as a much more favourable alternative to cash. But they are disliked by banks and governments. Is there still a role for them in your portfolio and is the risk that legislation will outlaw them just hyperbole? Property Many property markets are looking very frothy at the moment and any liquidity squeeze could expose them as being vulnerable. But how do the perform in an inflationary or hyperinflationary environment and where does the best value and liquidity remain in the global property markets? If you're looking to buy gold or silver coins or bars, GoldCore currently has good stocks available visit the following website to learn more: US & ROTW - https://www.GoldCore.com UK - https://www.GoldCore.co.uk Ireland - https://www.GoldCore.ie 00:00 - Intro 01:03 - Is it possible to build a perfect portfolio for the next 10 years? 03:03 - Massive Inflation: a Megatrend 04:45 - Debt: a Megatrend 06:14 - Technology: a Megatrend 08:31- Geopolitics: a Megatrend 10:43 - Impact of inflation on cash reserves 19:03 - If money printing continues in central banks, do they need inflation? 22:23 - Financial impact creates societal impact 26:14 - Has the stock market reached a financial tipping point? 32:15 - Who's going to buy bonds going forward? 35:29 - Is China's bond market the ultimate tipping point? 37:11 - Return of silver squeeze? 38:15 - Growth of digital currencies 39:45 - Gold v/s cryptocurrencies 41:12 - The role of bitcoin in building the portfolio for the future 49:37 - Role of equities and stocks in building the portfolio for the future 57:53 - Impact of inflation on the property market 01:08:38 - Summary _________________________________________________________________ GoldCore TV is the home of precious metals market information. Our channel features news, interviews and podcasts with prominent industry figures to help people make informed investment decisions. Subscribe to our channel to stay up to date on the latest precious metals news and views. Follow us on social media: Facebook - https://www.facebook.com/GoldCore Twitter - https://twitter.com/GoldCore Disclaimer: Videos published are not investment advice and the views expressed may not reflect those of GoldCore ltd.
The Great Reset - How We Are Preparing
46:05"The Great Reset" is a term that we are hearing more frequently in the financial news today, but what exactly is "The Great Reset"? In Episode 16 of The Goldnomics Podcast, Stephen Flood, Mark O'Byrne and Dave Russell discuss "The Great Reset" and how it could impact investors and what they can do now to prepare themselves and their finances.
Attack of the Zombie Economy - How to Protect Your Assets Part 2
40:20◆ Zombie Currencies Cometh! How To Protect Your Assets and Invest - Goldnomics Podcast (Episode 15, Part II) ◆ Outlook for property (residential and commercial), bitcoin and cryptos and gold bullion (versus gold exchange traded funds or ETFs) is looked at by GoldCore's Mark O'Byrne (Research Director), Stephen Flood (CEO) and Dave Russell (Director). ◆ Opportunities and risks for investments in a world of "infinite currency" are looked at. ◆ Food, water, agriculture and energy are sectors that will likely outperform as there are things that we need and thus sectors which are less cyclical ◆ Investors will likely migrate from index investing in global stock and bond funds and look to invest more locally in local companies, property and land and we can do that using technology as people take more of an interest in their local communities and economies ◆ A balanced portfolio of 60% in equities and 40% in bonds is not balanced and is risky given the very poor economic outlook and the likelihood of a global economic depression. ◆"Balanced portfolios" will likely under perform a more truly diversified, balanced portfolio with allocations to precious metals in the coming years ◆ Receive our award winning market updates in your inbox – Update your preferences here: https://info.goldcore.com/gdpr-email-subscription-preferences ◆ Open an account with GoldCore here: https://myaccount.goldcore.ie/flow/register/account ◆ All the best from Stephen, Mark and the team. Be well!
Attack of the Zombie Economy - How to Protect Your Assets Part 1
27:20◆ Zombie Banks, Corporations, Markets, Economy and Currencies Cometh! ◆ What is the outlook for markets, investments, savings and assets in a world of "infinite currency"? ◆ The opportunity and risks are considered in Episode 15 of the Goldnomics Podcast by GoldCore's Mark O'Byrne (Research Director), Stephen Flood (CEO) and Dave Russell (Director). ◆ In Part I, we look at the outlook for digital and paper assets - deposits, currencies, bonds and stocks, ◆ In Part II, we look at the outlook for residential and commercial property, bitcoin and crypto currencies and gold bullion. ◆ A balanced portfolio of 60% in equities and 40% in bonds is not balanced and is risky given the very poor economic outlook and the likelihood of a Depression. "Balanced portfolios" will likely under perform a more truly diversified, balanced portfolio with allocations to precious metals in the coming years ◆ Receive our award winning market updates in your inbox – Update your preferences here: https://info.goldcore.com/gdpr-email-... ◆ Open an account with GoldCore here: https://myaccount.goldcore.ie/flow/re... ◆ All the best from Stephen, Mark and the team. Be well!
3 Key Things You Can Do to Protect Your Finances in the 2020's
37:11In this special podcast to celebrate GoldCore's appointment as an Approved Distributor of The Royal Mint, Mark, Stephen and David discuss the '3 Key Things to Protect Your Finances in the 2020s. ' What are the 3 Key Things to Protect Your Finances in the 2020s? 1. Review your investments, savings and overall finances - your assets and liabilities 2. Estimate the insurance you need in order to hedge your investment and savings portfolio 3. Establish the most cost effective and safest way to add insurance to your portfolio Other topics considered in the podcast are - Diversify your investments and savings and own gold (and silver) - Why a strategic investment in gold now never made more sense - Why some banks will collapse in the next crisis and the risk of bail-ins and deposit confiscation - Invest in gold in the most tax efficient way - CGT free Britannias and Sovereigns in fully segregated storage - Own gold in the safest way - fully segregated coins and bars (unlike ETFs etc) Exclusive Offer To celebrate GoldCore's appointment as an Approved Distributor of The Royal Mint we have put together a UK focused podcast and a very Special Offer for our clients and community. We are offering newly minted 2020 Gold Britannias and Gold Sovereigns at incredibly reduced premiums for all lump sum and pension investments worth more than £10,000. In addition to this,we are also giving you 12 months of Secure Storage free of charge. Investors must trade before February 28th to qualify for the Special Offer. Click on the link below below for more information: https://info.goldcore.com/royal-mint-... Thanks for sharing and clicking that 'Like' button and thank you all for your kind support Mark, Stephen and the GoldCore team
Hong Kong Uncertainty Highlights Importance of Physical Gold - Ep 14
18:43GoldCore directors have been monitoring the political and economic situation in Hong Kong for the last year. It has clearly deteriorated in the last two weeks and we are now erring on the side of caution in terms of our client's who store assets there.We have emailed and phoned all GoldCore Secure Storage clients with assets in Hong Kong and strongly encouraged them to move their assets to Singapore. GoldCore have also suspended trading of all gold and silver bars and coins in Hong Kong for the foreseeable future due to a fall in demand for assets stored there and the increasing risks.Specifically we see the risks as follows:- The scale and nature of violent protest has worsened in recent days- A top police official warned this week that Hong Kong’s society “has been pushed to the brink of a total breakdown”- Hong Kong has been downgraded and the property market and economy have slowed sharply and they are in a deepening recession- Potential for a crack down by the Chinese government which may compromise the mobility, liquidity and marketability of assets- There is speculation that currency controls may be imposed in the coming weeks or months- We do not see the situation improving in the near term and indeed see it worsening which will impact Hong Kong politically and economicallyWe take the recent developments very seriously. We can not ignore the deteriorating political situation in recent days and the increasing medium and long term financial and economic risks.Civil unrest is now destablising Hong Kong and political instability may compromise the liquidity and, in a worst case scenario, the move-ability and safety of assets. Already we have seen a deterioration in liquidity and premiums in Hong Kong given the political unrest and economic instability. It is prudent to take steps to assuage concerns of clients and to manage the risks which we are concerned may materialise in the medium and long term.It highlights the advantages of owning physical gold in terms of accessibility, portability and liquidity and the importance of owning gold in the safest jurisdictions.
Prepare Now! Risk Of Financial Contagion In Today's Fragile World - Ep 13
51:15◆ Why is nobody talking about the real risk of contagion to investors and savers? ◆ Prepare for the 4 C's: i) Counter party risk ii) Credit and debt crisis iii) Currency wars and iv) Contagion ◆ Financial, economic and monetary contagion risk underlines the importance of real diversification and owning gold in the safest ways possible ◆ Complex financial systems and tech systems in the fintech age make the counter parties which investors and savers rely on more fragile and highlight lead for direct and outright legal ownership of tangible assets ◆ SIGN UP FOR OUR AWARD WINNING VIDEO AND TEXT MARKET UPDATES HERE: https://info.goldcore.com/gdpr-email-subscription-preferences Thanks for sharing and clicking that 'Like' button and thank you for all for your kind support Mark, Stephen and the GoldCore team
Global Gold Alert - Is Your Gold SAFE? Goldnomics Ep 12
40:29- It is now time to move to own actual physical gold coins and bars - Become your own central bank and avoid ETF and online gold - Take delivery and own gold and silver bullion the SAFE way The SAFE TEST Segregated - Actionable - Flexible - Expenses Are your precious metals Segregated (Fully segregated & allocated)? Are your gold and silver investments Actionable, accessible, portable & directional? Do you have real Flexibility, liquidity and competitive prices with your gold and silver bullion and the ability to take delivery, transfer to third parties and sell easily to the global market? What are the Expenses and total costs to buy, sell, fabricate, segregate, take delivery or move to another provider? Are the expenses clear and transparent or have the expenses changed over the years or are they hidden in the small print? Can the provider arbitrarily change the pricing to buy, sell, store and take deliver? The Test Call your provider today and test if you can Take Delivery of a portion of your holding, then pull the trigger and do a test transfer. Take note of all limitations, time delays and unexpected costs.
5 Ways to Prosper in the Coming Crisis - Episode 11
48:475 Ways to Prosper in the Coming Crisis - Goldnomics Episode 11 For details of the Exclusive Offer made during this episode visit: https://info.goldcore.com/exclusive-offer-march-2019 In the 11th Episode of The Goldnomics Podcast Mark O’Byrne and Stephen Flood are in conversation with Dave Russell as they discuss 5 ways to prosper in the coming crisis. Listen to the full episode or skip directly to one of the following discussion points: 00:59 - The coming crisis: meaning, focus and scope - Mark O'Byrne 01:37 - The coming crisis is economic, political, financial and monetary in nature. 03:15 - Environmental & ecological degradation, income inequality, Brexit, Italexit, China - USA - Russia trade wars: Potential triggers for global crisis. 04:02 - Potential global crisis: Fact or fiction? - Steve Flood 05:38 - How reliable are market fundamentals for predicting the market today? 07:25 - Political apathy, poor governance, bad fiscal management and misuse of debt: Biggest contributors to past and potential future global crisis. 8:29 - #1 Diversify savings and investment as a means of living through and prospering in the coming crisis. 10:46 - Humongous debt and debt to GDP ratio: Evidence that the global economic and financial system is broken. 11:46 - Economic recovery/boom generated by ultra-low interest rates, zero and negative interest rate policies, and quantitative easing is artificial and unsustainable. 13:06 - Permanent Portfolio Theory: Diversification of assets with bonds, equities, cash and gold could cushion against the coming crisis. 13:38 - Same holdings, different vehicles: Pitfall to avoid when diversifying your portfolio. 14:38 - How to examine interest rate sensitivity against your overall investment portfolio. 15:55 - #2 Holding gold and silver safely and in conjunction with other asset classes in the right proportion can insulate one from the coming crisis. 17:49 - Best way to own and store gold in order to hedge against systemic risk. 20:04 - Counterparty, liquidity and pricing risks: Gold is only a safe haven asset if you own it in the safest way possible. 21:48 - Triggers to help determine when to increase or decrease gold asset allocation. 24:00 - Exclusive offer for anyone interested in owning gold in the safest way possible Click Here. 26:09 - #3 Avoiding excessive debt and leverage will help hedge against the coming global economic and financial crisis. 30:04 - Debt should only be used to acquire assets that create a return that more than compensates for the debt itself. 31:20 - How sustainable is the debt in the mortgage market today? 33:15 - #4 The coming global economic and financial crisis will create profitable investment opportunities. Be prepared to take advantage of this by owning a higher allocation of gold, silver and cash. 34:40 - People stand a better chance of prospering through the looming economic and financial crisis if they become their own central banks. 35:35 - What is the benefit of having gold in your portfolio today? 37:19 - Investing in yourself to acquire the right knowledge and information will position you to stay on the right track to take advantage of opportunities that changes in the global economic and financial system brings. 41:20 - Being physically, mentally and psychologically healthy will help towards being prepared for the changing dynamics in the global economic and financial space. 42:26 - Personal sovereignty and taking back control: The key to financial prosperity. 44:06 - Personal sovereignty and taking back control: Why are central banks buying gold today? 45:06 - Having gold is an insurance and an important key towards achieving personal sovereignty. Make sure you don't miss a single episode...... Subscribe to the Goldnomics Podcasts on iTunes, Soundcloud, or YouTube: https://soundcloud.com/goldcore-381451255 YouTube.com/user/GoldCoreLimited Follow us on social media: GoldCore on Twitter: https://twitter.com/goldcore GoldCore on Facebook: https://www.facebook.com/GoldCore/ GoldCore on Linkedin: https://ie.linkedin.com/company/goldcore Visit our website at: https://www.goldcore.com