Parhaat Ainslie Podcastit (2024)

1
Will Bitcoin Holders SURRENDER and Sell? - Ainslie Crypto News July 12th 2022 4:41

2+ y ago4:41

4:41

Will Bitcoin long term holders surrender and sell their coins? With many signals suggesting a widespread capitulation has taken place, attention turns to whether a Bitcoin bottom is forming. CHARTS: https://www.ainsliebullion.com.au/gold-silver-bullion-news/will-long-term-btc-holders-surrender-/tabid/88/a/2801/default.aspx…

1
Goldman Sachs Call $2500 Gold Soon - Ainslie Bullion News July 11th 2022 5:25

2+ y ago5:25

5:25

Recent low gold prices have many scratching their heads amid rampant inflation and a war. However there are some key fundamental indicators that suggest this bottoming may be short lived and has Goldman Sachs calling for $2500 USD gold soon. ARTICLE & IMAGES MENTIONED: https://www.ainsliebullion.com.au/gold-silver-bullion-news/goldman-sachs-call-us…

1
Billions worth of Gold found in shipwreck - Ainslie Bullion News July 8th 2022 3:22

2+ y ago3:22

3:22

Billions of dollars worth of gold has been found perfectly preserved on the ocean floor. The legendary San Jose galleon shipwreck was first discovered in 2015, but new technology has uncovered up to 200 tonnes of gold, silver and emeralds. ARTICLE & LINKS: https://www.ainsliebullion.com.au/gold-silver-bullion-news/billions-worth-of-gold-found-in-sh…

1
Mortgages & Commodities Under Pressure Ahead of Recession - Ainslie Bullion News July 7th 2022 6:00

2+ y ago6:00

6:00

Commodity prices are collapsing this week and the Australian dollar plunged to a 2yr low. With more interest rate hikes likely, it's ramping up mortgage repayments and the cost of living. Are gold and silver the long term safe haven? - ainsliebullion.com.au CHARTS AND IMAGES SHOWN: https://www.ainsliebullion.com.au/gold-silver-bullion-news/mortgage…

1
Gold Rush 2.0 and Australia's Reserves - Ainslie Bullion News July 6th 2022 5:41

2+ y ago5:41

5:41

In Australia, commentators are calling for the 2020s to be the new 1850s in "Gold Rush 2.0". And it’s lucky we have plenty of gold in the ground... as our reserves are only a 22hr flight away at the Bank of England! CHARTS AND IMAGES SHOWN: https://www.ainsliebullion.com.au/gold-silver-bullion-news/gold-rush-2-0-and-australia-e2-80-99s-reserves-/ta…

1
Only HODLers Remain - Ainslie Crypto News July 5th 2022 5:11

2+ y ago5:11

5:11

Only HODLers remain as the Bitcoin price has locked in one of the worst monthly performances in history, with renewed interest in safe storage options. CHARTS & DIAGRAMS MENTIONED: https://www.ainsliebullion.com.au/gold-silver-bullion-news/only-hodlers-remain-e2-80-a6/tabid/88/a/2796/default.aspx

1
Major protests in Belgium against the Rising Cost of Living 4:29

2+ y ago4:29

4:29

Dramatic images of almost a hundred thousand protestors have broken out in Belgium as inflation has now crossed 10% in June. These civil uprisings have been mirrored worldwide this month as supply chains reach breaking point and the purchasing power of government issued fiat currencies continue to weaken. https://www.ainsliebullion.com.au/gold-silv…

1
FY22 in Review 5:00

2+ y ago5:00

5:00

We look at the FY22 year for Australia and some of the shocking data out of the broader global economy for the second half. We briefly discuss going forward too.. Read article here https://www.ainsliebullion.com.au/gold-silver-bullion-news/fy22-in-review/tabid/88/a/2794/default.aspx

1
BRICS Nations forming USD alternative. 4:30

2+ y ago4:30

4:30

With China, India, Brazil and South Africa wondering if they will be next in line to suffer sanctions, the BRICS nations are forming a viable alternative to the US Dollar for international settlements. Speaking at the BRICS Business Forum on Wednesday, Putin stated “The matter of creating the international reserve currency based on the basket of cu…

1
Earnings Flag, more pain to come. 6:43

2+ y ago6:43

6:43

Another shocker on Wall Street last night with heavy falls across the board. The only thing positive was the USD and some commodities, and gold was pretty much flat but up in AUD terms. So what happened this time? https://www.ainsliebullion.com.au/gold-silver-bullion-news/earnings-flag-more-pain-to-come/tabid/88/a/2792/default.aspx…

1
Will BTC Break Historic On-Chain Rules? 5:21

2+ y ago5:21

5:21

Almost all macro indicators for Bitcoin are at all-time lows, signalling potential floor formation. Many are even trading at levels with single-digit percentage points of prior history at similar levels. So, it begs the question, is this the bottom?

1
Powell throws Biden under the Inflation Bus 4:36

2+ y ago4:36

4:36

In a Capitol Hill hearing Powell was asked yesterday: “Would you say that the war in Ukrain is the primary driver of inflation in America?” Fed Chair Jerome Powell responded: “No. Inflation was high before, certainly before the ware in Ukraine broke out.” The President speaking at the White House later revealed that Congress knew that sanctions wou…

1
Is 60/40 dead? The “new investing regime” 4:16

2+ y ago4:16

4:16

With 7 days left for the first half of this year, the S&P500 is posting its second worst H1 in history behind a little crash you may have heard of called the Great Depression. US Treasuries go back to 1788 to see a worse H1. We look at where the traditional ‘60/40 portfolio’ sits and compare to gold……

1
RBA Jawboning & what a recession looks like 5:30

2+ y ago5:30

5:30

Yesterday we heard the RBA chief assure us "I don't see a recession on the horizon”. As we have seen repeatedly since the GFC, central banks have deployed ‘words’ as much as rates and QE in an effort to control markets. Commonly called ‘jawboning’, is that what Mr Lowe is trying on us, is it true, and if not what does a recession mean?…

1
“wildly bullish” signal – best since May 2019 3:51

2+ y ago3:51

3:51

There are some analysts that think the only thing you need to look at to know where the price of gold and silver are going is the weekly Commitment of Traders report that presents all the positions of the big players on COMEX futures. It just got “wildly bullish”…

1
BTC Hunting For Max Pain 6:17

2+ y ago6:17

6:17

The Bitcoin market has reeled from a massive deleveraging event this week, falling below the 2017 US$20k ATH. Both on-chain DeFi markets and off-chain entities deleveraged. Exchanges, lenders, and hedge funds were rendered insolvent, illiquid, or liquidated.

1
Same Signal as 70’s and 00’s – Gold Set to Soar 3:58

2+ y ago3:58

3:58

Another night of deep red on Wall Street last night and another night of gold and silver price strength in the face of it. Markets were rocked by the surprise rate hike of 50bps by the Swiss National Bank but more particularly the expected sell off of their mountain of US shares, particularly the ultra vulnerable FAANGs they’ve gone heavy on. The N…

1
Recession the new ‘Transitory’ 6:40

2+ y ago6:40

6:40

The US Fed has a new yarn to spin you. After months and months of trying to convince the market that inflation was just ‘transitory’ despite all the data, Fed Chair Powell was last night, with a straight face, telling us: “There is no sign of a broader slowdown in the economy that I can see.” Meeting market expectations they hiked rates by a still …

1
Gold & Silver Prospects in 6 Charts 5:40

2+ y ago5:40

5:40

Its Monday morning so lets keep the words to a minimum and check out some compelling charts for gold and silver and where they sit right now.

1
“Too Soon to Buy the Dip, Unless It’s Commodities” 5:01

2+ y ago5:01

5:01

The reason our mantra is “Balance your wealth in an unbalanced world” is because in such unprecedented times it should be expected that experts can have such divergent theses on ‘what’s next’. On Monday we spoke to the thesis of Raoul Pal and others of recession, disinflation, Fed easing and risk-on. Today we talk to Crescat’s thesis of recession, …

1
“Buy every commodity you can find” - Rabobank 4:04

2+ y ago4:04

4:04

There are conflicting views amongst experts around where this unprecedented economic setup ends. Much of the market is sitting on its hands unsure as to what to. Ray Dalio last week reminded us that ‘cash is trash’ so where does one invest now?

1
S&P500 Crosses Rubicon – “Investors forewarned” 5:18

2+ y ago5:18

5:18

It's now official. After the NASDAQ long since crossed the rubicon, the world’s biggest equities index, the US S&P500 officially turned to bear market having cross the 20% loss line on Friday night. Having reached this juncture after just 2 of the 10 rate hikes predicted and BEFORE any quantitative tightening even starts… the question on everyone’s…

1
Safe Havens Bid Against More Wall St Losses 5:32

2+ y ago5:32

5:32

More red on Wall Street last night on growing concerns about the US economy and its ability to handle higher rates. Whilst ending the session lower the S&P500 again miraculously bounced off the -20% bear market line in the sand without crossing it. However the night was more notable for the surge in both gold and bitcoin against that trend, and lik…

1
Sri Lanka Crisis & Spiralling Inflation 4:43

2+ y ago4:43

4:43

Sri Lanka is now running out of petrol. Prime Minister Ranil Wickremesinghe warns that the nation has no US dollar reserves and they are now planning to sell their national airline. Shortages are far from confined to Sri Lanka with Bank of England Governor, Andrew Bailey, warning MPs on Monday that the Central Bank has warned of ‘apocalyptic’ food …

1
Historic Week in Crypto. 7:00

2+ y ago7:00

7:00

The Bitcoin market experienced a week for the history books, with the $40B LUNA/UST project hyper-inflating and collapsing, 80k BTC sold by LFG, and the Tether $1 peg coming under pressure. Let’s review the last week…

1
Aussie Property at the Precipice 7:16

2+ y ago7:16

7:16

Its hard to pick up a paper or read the news without headlines around plummeting auction clearance rates, stalled house sales, predictions of big house price falls, and then late last week we got the ABS stats showing new home and construction finance commitments literally halved from the ‘HomeBuilder’ stimulus February 2021 peak and likewise dwell…

1
Preparing for Impact – PPI Surges 6:33

2+ y ago6:33

6:33

Never a dull night on global markets lately… Last night was again a sea of red. The only green was yet again the US dollar (at near 20 year highs) and big cap crypto (coming off massive falls). The S&P500 rallied a little late to avoid falling into an official bear market (20% off recent highs) by just 2bps and the NASDAQ long left the bear market …

1
7 Super Bullish Charts for Gold and Silver 5:40

2+ y ago5:40

5:40

Less words more charts today as we hit some very interesting junctures in precious metals markets.

1
Wall St Whipsaws - What Next? 4:14

2+ y ago4:14

4:14

Last night continued the biggest sharemarket whipsaw since peak COVD turmoil in mid 2020. After the biggest Fed day surge in 44 years on Wednesday night, last night saw the biggest drop since June 2020 with the NASDAQ down 6% at its worst and 5% at close. The S&P500 was down over 3.5% as well and to complete the reversal of ‘all things’ bonds tanke…

1
RBA raises interest rates for first time in a decade 5:55

2+ y ago5:55

5:55

Philip Lowe, Chairman of the Reserve Bank of Australia (RBA) announced yesterday that the cash rate target is now 0.35%, with real rates still very negative. This was the first rate rise since November 2010. The time has come to start withdrawing some of the ‘extraordinary monetary support’ that has been injected into the economy since early 2020. …

1
Where Is BTC’s Floor? 7:06

2+ y ago7:06

7:06

Bitcoin investors are hanging onto the edge of profitability, with short-term price action threatening to put them back into the red. Meanwhile, a constructive confluence of macro indicators is developing into a clearer picture of a potential bear market floor.

1
Negative US GDP & the end of the business cycle 6:07

2+ y ago6:07

6:07

Last night’s shock news of the US falling into recessionary territory with a negative GDP print was a salient reminder of both the precariousness of the world’s biggest economy and the farce that is a sharemarket RALLYING on the news likely because they think it will force a reversal of the Fed’s tightening! Importantly gold rallied (despite an als…

1
“profound changes in the global economy” & How to Profit 4:56

2+ y ago4:56

4:56

Crescat Capital released their latest monthly research letter late last week and as usual it provides clear and concise insight into macro markets at present backed up with ‘runs on the board’ through the outperformance of their funds.

1
Juerg Kiener: Gold ‘bargain of the century’ at current spot levels 4:27

2+ y ago4:27

4:27

Speaking on Bloomberg Asia, Founding Partner at Swiss Asia Capital Singapore dropped a number of bombshells in the live interview. In a case of the ‘tail wagging the dog’, outsized silver futures and options leverage outnumber the physical metal more than 100:1. Base metal inventories are quickly running out despite increasing global demand. Finall…

1
Gold Smashing ATH in Japanese Yen 5:02

2+ y ago5:02

5:02

The Yen may be one of the first dominoes to fall as the Japanese fiat currency has nose-dived in terms of gold purchasing power, even since the August 2020 highs. Sri Lanka has defaulted on US$35.5bn of foreign debt as sharp commodity price rises lead to massive social unrest. In Europe, the Netherlands Chief CPI statistician blames high energy pri…

1
World Bank & IMF Warn of Stagflation Ahead 4:01

2+ y ago4:01

4:01

Over the last couple of days both the IMF and World Bank have heavily downgraded global economic growth forecasts whilst both acknowledging and, ironically proposing to fuel more inflation with more stimulation. Hello stagflation…

1
Onchain Activity Demonstrates Healthy Recovery for Crypto 4:43

2+ y ago4:43

4:43

The Bitcoin market traded lower this week, coming off an opening high of $47,102, and slipping to a low of $42,183. This market weakness follows a relatively modest price break-out from the multi-month consolidation range that has been established since mid-January.

1
Gold Silver Standard NFTs 5:53

2+ y ago5:53

5:53

The AUS and AGS tokens have come a long way since their inception as an ERC-20 token. The natural evolution of the project was to create a series of gold and silver-backed NFTs. Much like how large bullion minters will produce limited runs of special coins, Gold and Silver Standard NFTs give the underlying precious metals artistic value even rarer …

1
NFTs Are a Big Deal! 7:34

2+ y ago7:34

7:34

No doubt over the last few months we have all heard the acronym NFT. It became the buzzword of the crypto-space, with some believing it was just the flavour of the season in a hype-driven market. But, there's more to it… let's explore.

1
HODLer Dominance Remains in Draw Down 5:45

2+ y ago5:45

5:45

The Bitcoin market pulled back this week after a break-out from the multi-month consolidation range. Prices have thus far struggled to find sustained upside momentum, and there are indications of a modest volume of profit taken by market participants. Let’s dive into the BTC market’s onchain dynamics……

1
Fed Balance Sheet Reduction Incoming 3:50

2+ y ago3:50

3:50

Late last week the FOMC minutes from the previous meeting were made public. In them we found that Fed chairs are targeting a maximum of $95bn in balance sheet reduction per month starting in May. The figure is made up of $60bn in treasuries and $35bn in mortgage-backed securities. The minutes also made it clear that inflation is recognised as a maj…

1
World Gold Council Q1 Wrap 5:13

2+ y ago5:13

5:13

The World Gold Council just released their figures for both the month of March and also Q1 of 2022. Unsurprisingly given the global geopolitical events and inflation issues before us gold demand was the highest seen in years.

1
Currency Wars: Competition at Work 6:18

2+ y ago6:18

6:18

In 1973 Nixon and Kissenger saved the Dollar by instating the Petrodollar with the Saudis. In return for military support from the US, the Saudi royal family agreed to only sell oil in Dollars. In 1973 the Saudis were the largest energy producer and the US the biggest consumer. It made sense for the two to set the tone. However, in 2022, the pictur…

1
RBA turns hawk – what next for AUD? 6:06

2+ y ago6:06

6:06

Yesterday’s Reserve Bank of Australia meeting marked a clear turning point for the Aussie central bank. The same bank that not long ago promised we wouldn’t see rising rates for ‘years’ has been doggedly playing its “patience” card of maintaining an all time low cash rate of 0.1% amid the inflationary onslaught and bubble like housing market. Yeste…

1
19 Millionth BTC Mined – How Far Have We Come? 5:02

2+ y ago5:02

5:02

As the 19 millionth bitcoin is mined, several large public buyers have sparked renewed interest in Bitcoin as pristine collateral. Shrimps and Whales are leading widespread coin accumulation, alongside the Luna Foundation Guard who added over 21k BTC to their balance in nine days. Let’s review how far BTC has come in its short history.…

1
How Gold Performs 2:49

2+ y ago2:49

2:49

On Friday we shared the very solid year to date performance of gold this year (and every year since 2000) in a variety of currencies. What is particularly important to note is that the performance of gold this year has been achieved ostensibly with relatively limited ETF involvement as equities traders may have just pivoted from growth to value sha…

1
More Stagflation & Recession Signals 3:57

2+ y ago3:57

3:57

On Monday and Wednesday we stepped through the setup for stagflation in the US, the now ‘baked in’ recession to happen soon and how various assets perform in that environment. We shared preview charts from the highly anticipated In Gold We Trust annual. To address any view things may have changed, overnight we saw more new evidence emerge with the …

1
Russia Accepting Rubles and Gold for Oil and Gas 7:01

2+ y ago7:01

7:01

Russia is demanding payment in Rubles for Oil and Gas with a number of Finance Ministers from NATO countries pushing back. With rumours swirling of Russia taking payment in gold or bitcoin for oil and gas, the Russian Central Bank is buying gold from banks at a rate of 5,000 Rubles per gram (AU$2170/oz) from 28 March to 30 June. Putin has argued th…

1
Recession Baked In – What next? 6:00

2+ y ago6:00

6:00

On Monday we talked to asset performance in a stagflationary environment. Since then we have seen nearly the entire spectrum of US Treasury bonds invert, an event with a 100% track record of ushering in a new recession. Today we look into why and what happens next.

1
Bitcoin Breaks Consolidation Range 6:27

2+ y ago6:27

6:27

The Bitcoin market has seen a stronger week, rallying off the lows of $40,710 US, and breaking out of the consolidation range to a new local high of $47,649. This is the first sustained rally after many months of sideways choppy price action.

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