Gold To $25,000 With China Leading The Way: Frank Holmes

Gold To $25,000 with China leading the way. Over the next 30 years, Frank Holmes predicts that gold will reach incredible new highs with China being the biggest player.

Frank Holmes is the chief executive officer and chief investment officer of the internationally renowned U.S. Global Investors. Frank is a highly sought-out keynote speaker and makes regular television appearances on Bloomberg, CNBC, and Fox Business.

In this Video Frank speaks on the macro sentiments involving Gold and how China will play a role in the next major market moves. The data is vast and complex and Frank is using a new quant approach to investing that is delivering results in real-time.

Frank talks about the five major forces shaping the global economy today:
1. Government Policies - precursor to change - monetary or fiscal - interest rates and tax & regulations along with government spending. Trump vs China. America wanted a level playing field with a 13 trillion dollar economy.
2. Populations - China and India 40% of the world's population
3. Urbanization
4. Cycles
5. Technology

Facts about China:
* China and the USA are 40% of all global GDP and China has now become a price maker and its economy is the biggest in the world when measured by GDP per capita.
* China has also become the quote market on the price of gold. China is growing its gold reserves every year. And are now 53% of the global demand for Gold.
* China is also creating smart cities - where Artificial Intelligence will identify who is a bad person, who didn’t pay their parking tickets, and will be able to grab the bad guys in the streets. Of course, they will need GPU chips that use AI to manage these cities. Where are these chips going to come from?
* China is 50% of commodity demand in the world according to China's purchasing managers index data.
* The Chinese middle class is growing into a global middle class with Chinese tourists spending over $130 billion dollars per year outside of China. This is truly a new era of China Internationalization.

The Global Debt and PMI:
- Global Debt reached $250 Trillion dollars in the first half of 2019
- Global PMI (purchasing manufactures index)- is important you are looking 6 months out for investors.
- Global PMI declining for 10 years.
- Regulations are growing dramatically.
- Rising regulations is a tax cost & falling regulations is a tax break

Gold and the Best Companies:
Over the last 20 years, Gold has been up 80% of the time 16/20 with only 4 years of declining prices. The largest hedge fund in the world is always long 6-15% and rebalancing quarterly. A recent surge in Gold prices on the futures market. Gold $25,000 in the next 30 years.
*Franco Nevada is currently operating at $21 million per employee and has a superior business model by being a royalty company.

Socially responsible investing using the ESG model:
* Environmental
* Social
* Governance
Due to all the regulations and the difficulties in junior mining, only quality companies with quality management are going to survive in the next market cycle. Finding the truth from all perspectives will be very important. Nobody has a monopoly on perspectives and nobody has a monopoly on good ideas. Put your money where there is a real thesis, not an agenda

The US appetite for ESG funds has surged from $2.5 billion in 2013 to over $8.5 billion in 2019. Which means more costs as this is a form of regulation. This is less money for exploration. And important for investors to understand on a macro level what’s going to happen in the market in the coming industry cycle.

If you liked this video, check out some other great ones!

Recession Proof 2020 | CEOs Weigh In On Investing During A Crisis
https://youtu.be/LNHiuUvYBmM

The Next Black Swan Event: Adam Baratta
https://youtu.be/NEnuWv38urI

Investing For Millennials: Gold Cash Knowledge
https://youtu.be/xIJerGmwXWk

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#FrankHolmes
#China

Видео Gold To $25,000 With China Leading The Way: Frank Holmes канала Jay Martin, Cambridge House