In this discussion with Maurice Jackson of Proven and Probable, I discuss the U.S. dollar, gold, global currencies, the Federal Reserve, geopolitics, trade, and investment opportunities in the resource sector.

The discussion examines why gold must be understood not only in U.S. dollar terms, but also against weaker currencies around the world. It also touches on arbitrage, Third World economies, political risk, and Irving Resources as an example of the kind of opportunity a rational speculator should examine carefully.

Watch the full discussion below:

Key Takeaways:

• Why gold should be measured against many currencies, not only the U.S. dollar
• How Federal Reserve policy, trade tensions, and geopolitics affect investor psychology
• Why Third World economies create both risk and opportunity for investors
• How arbitrage can offer a more rational path than pure commodity speculation
• Why Irving Resources deserves attention as a resource-sector opportunity