Gold Economics

Monetary Metals® takes an unconventional approach to economics and precious metal market analysis. At the core of our thinking is the idea of incentives. Largely unnoticed by most people, incentives motivate people to act – be it the entrepreneur who sees an opportunity to profit from meeting the needs of others, or the arbitrageur who keeps markets aligned and efficient by profiting from divergences in prices.

We have several different content offerings for the interested reader.

Our Supply and Demand Report is a timely newsletter that chronicles the changing dynamics of the fundamental and speculative forces driving gold and silver prices. Our view is that analysis of price spreads can often reveal more about the supply and demand balance (or imbalance) in the market than looking at just the price movements themselves.

The Gold Exchange Report and Podcast, where we use timeless economic principles to untangle market and policy complexities so you can truly understand the present, and be better prepared for the future. This is where our unique approach to economics, and Keith’s groundbreaking research, shine through in practical ways for investors.

Our blog is great resource for short posts on contemporary economic and precious metal market issues.

For more detailed discussion of our unique economic views, such as the concept of yield purchasing power, the theory of interest and prices in paper currency, bitcoin, and others, check out our Research Page.

Lastly, our YouTube channel contains hundreds of interviews, discussions, and presentations given by Keith and others on everything you’ll find here in video form. Check it out below:

Here’s a sample of our most recently published work in each category:

Supply and Demand Reports

Gold Outlook Report 2024 Featured Image Gold Outlook 2024 Brief - This is a brief preview of our annual Gold Outlook Report. Every year we take an in-depth look at the market dynamics and drivers and finally, give our predictions for gold and silver prices over the coming year. Click here to download a free copy of the full Gold Outlook Report 2024. The talking heads […]
Monetary Metals Gold Outlook 2023 Gold Outlook 2023 Brief - This is a brief preview of our annual Gold Outlook Report. Every year we take an in-depth look at the market players, dynamics, fallacies, and drivers of markets, and finally, give our predictions for gold and silver prices over the coming year. Click here to download a free copy of the full Gold Outlook Report […]

More Supply and Demand Reports

Gold Exchange Podcasts

Michael Gayed: Risk On or Risk Off? Michael Gayed: Gold warning signals - Michael Gayed joins the podcast to discuss current market risks, the Yen carry trade, and why he believes some larger institutional players are considering gold. Additional Resources Earn Interest on Gold Michael Gayed 2024 Gold Outlook Report  Passive Income in Gold Earn a yield on gold, paid in gold The Case for Gold Yield in […]
Jp Cortez and Jeff Deist: Pushing back on inflation Jp Cortez: Pushing back with gold - Jp Cortez of the Sound Money Defense League interviews Jeff Deist on the undeniable nature of inflation and how gold ownership and gold yield is becoming more popular. Connect with Jp Cortez on X: @JpCortez27 Connect with Jeff and Monetary Metals on X: @JeffDeist @Monetary_Metals Additional Resources Start Earning Interest on Gold The Case for […]

More Gold Exchange Podcast Episodes

Blog Posts

The Anti-Concept of Money Conclusion The Anti-Concepts of Money: Conclusion - The Anti-Concepts of Money The cash-value of promoting each of these anti-concepts is that they lead people to think that the central bank should impose a monetary policy. To make our lives better.  Our monetary policy is set by the Federal Reserve, which states that in pursuit of its mandate for price stability, it will engineer […]
Gold Outlook Report 2024 Featured Image Gold Outlook 2024 Brief - This is a brief preview of our annual Gold Outlook Report. Every year we take an in-depth look at the market dynamics and drivers and finally, give our predictions for gold and silver prices over the coming year. Click here to download a free copy of the full Gold Outlook Report 2024. The talking heads […]

More Blog Posts

Research Articles

Gold Outlook Report 2024 Featured Image Gold Outlook 2024 Brief - This is a brief preview of our annual Gold Outlook Report. Every year we take an in-depth look at the market dynamics and drivers and finally, give our predictions for gold and silver prices over the coming year. Click here to download a free copy of the full Gold Outlook Report 2024. The talking heads […]
Monetary Metals Gold Outlook 2023 Gold Outlook 2023 Brief - This is a brief preview of our annual Gold Outlook Report. Every year we take an in-depth look at the market players, dynamics, fallacies, and drivers of markets, and finally, give our predictions for gold and silver prices over the coming year. Click here to download a free copy of the full Gold Outlook Report […]

More Research Articles