In this episode of "Unearthed," John and Joe discuss the recent U.S. Nonfarm Payrolls report and its impact on the gold market. The stronger-than-expected employment data has shifted expectations around Federal Reserve rate cuts, leading to a dip in gold prices. While Western investors are adjusting expectations for future rate cuts, China’s market absence also influenced gold prices this week. Despite some corrections, overall sentiment towards gold remains strong, driven in part by rising infl...
Oct 09, 2024•9 min•Ep. 14
In this episode, hosts John Reade and Joe Cavatoni from the World Gold Council interview Lorne Whitmore, Managing Director Sales, Precious Metal Products and Services, Royal Canadian Mint, to discuss the comprehensive products and services that the Royal Canadian Mint provides across mining and refining, minting and vaulting. Whitmore dives into how the Royal Canadian Mint supports each facet of the supply chain and shares some of the key trends that are currently impacting its client base regar...
Oct 04, 2024•31 min•Ep. 13
In this special episode of "Unearthed," hosts John Reade and Joe Cavatoni from the World Gold Council discuss the 50 basis point interest rate cut by the U.S. Federal Reserve and its impact on the gold market. They emphasize that the direction toward lower rates is crucial, as it reduces barriers for Western investment in gold. They anticipate further, more measured rate cuts, which should support gold in the medium to long term.
Sep 25, 2024•8 min•Ep. 12
In this episode, hosts John Reade and Joe Cavatoni speak with Dr. Laura Fabris about the fascinating world of gold nanoparticles. Laura explains what gold nanoparticles are and their significant role in modern life. She shares her journey into working with gold and how it has influenced her career. The discussion highlights the impact of her research on healthcare, particularly in medical applications of gold nanoparticles. Laura addresses the critical energy transition challenge, exploring how ...
Sep 20, 2024•26 min•Ep. 11
EPISODE NOTES In this episode, hosts John Reade and Joe Cavatoni from the World Gold Council interview Marie Lemay, President and CEO, Royal Canadian Mint and Rob Sargent, Director Refinery Services, Royal Canadian Mint. Lemay discusses the role of the Royal Canadian Mint in the Canadian and broader gold industry and highlights several key initiatives and priorities for the Mint. As the group dives further into the conversation, Sargent highlights how the Royal Canadian Mint’s legacy, with over ...
Aug 20, 2024•31 min•Ep. 10
In this episode, live from the IPMI Conference in Orlando, Florida, hosts John Reade and Joe Cavatoni from the World Gold Council interview Philip Newman, Founding Partner of Metals Focus, to discuss the intricacies of the global bar and coin market. Newman explains the differentiation between bar and coin demand versus OTC demand. He discusses recent market trends, noting the strong demand from 2020 to early 2023 in Western markets like North America and Europe, contrasted with different dynami...
Jul 25, 2024•28 min•Ep. 9
In this episode of "Unearthed," hosts Joe Cavatoni and John Reade speak with George Burns, President and Chief Executive Officer, Eldorado Gold, discussing critical minerals and the role of gold in our world. George joins Joe and John for the conversation in Toronto during PDAC 2024, the world's largest mineral exploration and mining conference, where George shares insight into the importance that critical minerals play in everyday life, as well as in the future for the energy transition. The co...
May 21, 2024•25 min•Ep. 8
In this episode of "Unearthed," hosts Joe Cavatoni and John Reade speak with Randy Smallwood, President & CEO of Wheaton Precious Metals, discussing the innovative streaming business model that has significantly influenced the precious metals industry. As Wheaton celebrates its 20th anniversary, Randy shares insights into how this model has facilitated capital provision in exchange for byproduct production from mining operations, particularly gold and silver, establishing Wheaton as a major ...
Apr 12, 2024•29 min•Ep. 7
[1:27] Karim elaborates on how he perceives the overall economic climate at the present. [3:08] Are we going to see growth stabilize and even accelerate? [4:24] Karim explains mega forces and how he believes they will influence portfolios and investors. [11:41] Karim dives into geo-political risks versus opportunity. [20:46] With cash allocations possibly reaching 8%, Karim hypothesizes if investors should put their cash to work. Additional Resources: John Reade’s LinkedIn Joe Cavatoni’s LinkedI...
Mar 01, 2024•28 min•Season 1Ep. 6
[4:25] Trevor elaborates more on modern industries and electronics that are using gold. [7:53] Trevor discusses growth in gold demand for technology. [11:53] Our guest explains how gold is in many consumer devices we use in daily life. [22:10] Trevor dives into gold’s role in medical devices. [25:09] Trevor share fun facts about gold. Additional Resources: Trevor Keel LinkedIn Notable Quotes: “Why does the modern industry still use gold? It’s because it’s reliable, it's because it doesn't fail a...
Jan 25, 2024•27 min•Season 1Ep. 5
[5:19] Is there a shift in central banks being net buyers and does it signal more than diversification in regards to a political and global perspective? [8:19] John elaborates on gold’s performance and its reaction in value during geopolitical events. [11:33] Joe asks Tina if the conflict in the Middle East is a function of US markets continuing to be spread thin and how she assesses it. [15:08] Can the election in 2024 have a substantial impact on the geopolitical landscape and when does that s...
Dec 19, 2023•31 min•Season 1Ep. 4
In this special episode of "Unearthed," hosts John Reade and Joe Cavatoni from the World Gold Council take listeners to the London Bullion Market Association Conference in Barcelona. “On the ground” at the LBMA Conference, they engage with several industry leaders, including Greg Shearer from J.P. Morgan, Nikos Kavalis of Metals Focus, Danielle Oliari of CNT, Ross Norman of Metals Daily, Bimal Das from BMO, and Jim Steel of HSBC. The discussions revolve around two primary questions: the standout...
Dec 08, 2023•33 min•Season 1Ep. 3
In the latest episode of "Unearthed," hosts John Reade and Joe Cavatoni dive into the pressing question: Why are central banks stocking up on gold? As the World Gold Council's experts explore this trend, they are joined by Shaokai Fan, the authority on Central Banks and Asia-Pacific affairs. Together, they probe into record-breaking gold demand levels, the speculation of moving away from US dollar dominance, and the strategies driving allocation for reserve managers. Amidst the economic uncertai...
Dec 01, 2023•26 min•Ep. 2
In the opening episode of "Unearthed," hosts John Reade and Joe Cavatoni celebrate the launch of their new podcast, focusing on macroeconomic trends and their impact on the investment landscape. Joined by Lori Heinel, the Global Chief Investment Officer at State Street Global Advisors, the group discuss the current market conditions, the role of central banks in addressing inflation and the potential implications of the upcoming U.S. election on investor sentiment. Heinel also shares insights on...
Nov 16, 2023•24 min•Ep. 1
Join the World Gold Council’s market strategists for informative and insightful discussions with global thought leaders. Together, we’ll unearth golden insights spanning macroeconomics, investment and consumer trends, geopolitics, technology, trust, supply chains and more.
Nov 15, 2023•2 min
