Juan Carlos Artigas's guest appearances

Juan Carlos Artigas

ETF Prime

Valuewalk's ValueTalks

Investable Universe 

Wade Guenther

Jeff Dorman

Nolan Bauerle

Charlie Munger

Kevin Kelly

Chris White

Keith Smith

Bill Browder

Nassim Nicholas Taleb

Gregory Zuckerman

Guy Davis

Jeremy Schwartz

Scott Miller

Howard Marks

Tavi Costa

OwlTail

Hello podcast listeners,Today is a very special episode with Juan Carlos Artigas, Head of Research at the World Gold Council. Prior to this, Juan Carlos worked at JP Morgan Securities as a US and Emerging fixed income strategist. He earned his BS in Actuarial Sciences from ITAM (Mexico) and his MS in Statistics from the University of Chicago. In today’s episode we discuss the investment case for gold and why it is a strategic asset in the portfolio. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Juan Carlos Artigas, Head of Research at the World Gold Council. Prior to this, Juan Carlos worked at JP Morgan Securities as a US and Emerging fixed income strategist. He earned his BS in Actuarial Sciences from ITAM (Mexico) and his MS in Statistics from the University of Chicago. In today’s episode we discuss the investment case for gold and why it is a strategic asset in the portfolio. Enjoy and thanks for the listen!

Gold as a Strategic Asset with Juan Carlos Artigas, Head of Research at the World Gold Council

Gold was one of the market winners of 2020 (with one of the lowest drawdowns over the course of the year), aided by a heightened risk environment, low interest rates, and strong price momentum, factors that show no signs of de-materializing anytime soon in 2021--not even with Bitcoin adherents making a counter-appeal as a safe haven asset. We talked to Juan Carlos Artigas, Head of Research at the World Gold Council, which provides timely insights on the gold market including drivers of demand, supply, and performance, and key attributes of gold as an investment and its role in investor portfolios.   Mr. Artigas is the architect of the council's Gold Valuation Framework, a methodology for understanding gold performance through a whole range of factors that affect price, including physical and derivatives markets, and how these interact with macroeconomic and geopolitical dynamics. 

Gold was one of the market winners of 2020 (with one of the lowest drawdowns over the course of the year), aided by a heightened risk environment, low interest rates, and strong price momentum, factors that show no signs of de-materializing anytime soon in 2021--not even with Bitcoin adherents making a counter-appeal as a safe haven asset. We talked to Juan Carlos Artigas, Head of Research at the World Gold Council, which provides timely insights on the gold market including drivers of demand, supply, and performance, and key attributes of gold as an investment and its role in investor portfolios. Mr. Artigas is the architect of the council's Gold Valuation Framework, a methodology for understanding gold performance through a whole range of factors that affect price, including physical and derivatives markets, and how these interact with macroeconomic and geopolitical dynamics.

Juan Carlos Artigas, Head of Research at the World Gold Council, on why gold still glitters in 2021 