GM99: Gold, Trust, and the Return of Real Assets ft. Philip Diehl

About this episode

Philip Diehl discusses gold's renewed significance in the current economic landscape marked by inflation and geopolitical tensions.

Today, we are joined by Philip Diehl, former Director of the United States Mint and President of U.S. Money Reserve, for a timely conversation about gold’s renewed role in a world shaped by inflation, geopolitical stress, central bank demand, and uncertainty around fiat currencies. Philip explains why gold’s recent rise is not simply a speculative move, but part of a broader shift in how governments, institutions, and individuals think about wealth preservation. From central bank buying and Chinese retail demand to Bitcoin, ETFs, physical coins, and the limits of the U.S. dollar system, this episode explores why gold is once again moving from the margins of portfolios toward the center of the macro conversation. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfolio ” here . Learn more about the Trend Barometer…

People in this episode

Host: Niels Kaastrup-Larsen

Guest: Philip Diehl

Topics covered

• gold
• wealth preservation
• inflation
• geopolitical stress
• central bank demand
• fiat currencies
• investment strategies

Keywords

• gold
• inflation
• central banks
• wealth preservation
• U.S. dollar
• Bitcoin
• ETFs
• investment

Mentioned in this episode

Organizations: United States Mint, U.S. Money Reserve

Products: Bitcoin, ETFs, physical coins

Places: China, U.S. dollar

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