Leifbridge Podcast
Gold Outlook, Debt & the Shifting Global Order
As central banks continue buying gold at record pace and investors question the long-term gold outlook for fiat currencies, gold has re-entered the centre of the macroeconomic conversation.
In the latest episode of the Expert Networks podcast, Julian Wheeler is joined by Ernst Knacke and special guest John Reade to explore the forces driving renewed interest in gold.
The discussion covers central bank demand, geopolitical uncertainty, inflation, debt sustainability, the evolving role of the U.S. dollar, and whether gold is once again becoming a strategic asset in modern portfolios.
The team also examines how investor behaviour around gold has changed in recent years, what is driving institutional allocation decisions, and where the precious metal could fit within today’s increasingly fragmented global landscape.
Listen in on the conversation below 👇🏼
.png)