What has really driven up inflation? Economist’s answer may surprise you – Dhaval Joshi

Dhaval Joshi, chief strategist of Counterpoint at BCA Research, discusses drivers of inflation and Bitcoin price with David Lin, anchor for Kitco News. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow BCA Research on Twitter: @bcaresearch (https://twitter.com/bcaresearch) 0:00 – Inflation and durable goods 2:23 – Personal savings rate […]

This is how to invest during a recession – Peter Berezin

Peter Berezin, BCA Research’s Chief Global Strategist talks about how the NBER defines a recession, and whether we are in one. He also discusses inflation, and which assets are best to invest in, including alternative investment vehicles, such as guns and farmland. Berezin spoke with David Lin, Anchor and Producer at Kitco News. Follow David […]

Is a global energy crisis coming? Here's what an embargo on Russian oil could do to price

Robert Ryan, Chief Strategist of the Commodity & Energy Strategy at BCA Research, discusses oil’s current supply and demand fundamentals, as well as gold’s price performance with David Lin, anchor for Kitco News. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow BCA Research on Twitter: @bcaresearch (https://twitter.com/bcaresearch) 0:00 […]

Will the dollar really crash in 2022? FX strategist gives outlook on gold, silver, inflation

Chester Ntonifor, FX Strategist of BCA Research discusses with David Lin, anchor for Kitco News, the direction of the U.S. dollar in 2022. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow BCA Research on Twitter: @bcaresearch (https://twitter.com/bcaresearch) 0:00 – Drivers of FX 6:00 – COVID and USD 7:25 […]

Q3 GDP missed expectations; 'At some point, there will be a lot of turmoil' – Peter Berezin

Real gross domestic product (GDP) increased 2.0% on an annual basis in the third quarter. Stagflation should now be a risk on investors’ minds, said Peter Berezin, chief global strategist at BCA Research. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow BCA Research on Twitter: @bcaresearch (https://twitter.com/bcaresearch) 0:00 […]