Interview with BullionStar on intricacies between the physical and paper gold market

In April Keith and I met with Torgny Persson and Luke Chua from BullionStar while visiting Singapore to speak at the Mining Investment Asia conference. We both recorded interviews with them and the first one has just been released.

Topics covered include:

  • Trends in the physical gold market – flows into ETFs, impact of speculators
  • Paper price versus physical price, who drives price discovery and the role of arbitrage
  • China’s gold policy – will they move to a gold standard
  • Valuing gold for non-US citizens, thinking in terms of ounces
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