David Osman of the IRF is joined by Jeffrey Christian, Founder of New York based Metals specialist CPM Group.

The discussion involved the rise of inflationary expectations and major central banks monetary policy stance. As interest rates rise many investors are looking to increase the weightings of precious metals and other commodities in their portfolios. A key consideration is what will happen to the price of gold. Jeffrey focusses on this and other precious metals taking both a short-term and long-term view. In doing so, he sets out the macroeconomic and sectoral factors that will be the main determinants of the demand for and supply of gold, silver, and the platinum group of metals.

Jeffrey has been a prominent analyst and advisor on precious metals and commodities markets since the 1970s. He founded CPM in 1986, spinning off the Commodities Research Group from Goldman, Sachs & Co and its commodities trading arm, J. Aron & Company. 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 allows them to provide the most reliable and credible commodity data and insights, including on China.

This is the video version of a podcast recorded with IRF at the end of November.

Courtesy of the CPM Group