Video/Audio

India’s Currency Ban

In this interview with Micah Hoeschele, I discuss India’s currency ban, demonetization, and how the attack on cash is damaging ordinary Indians, small businesses, and the informal economy.


India’s Investment Climate

In this Mines and Money presentation in London on 30 November 2016, I discuss whether Modi has changed India’s investment climate for the better or worse, and why investors should be careful about the India-growth narrative.


India’s Economic Suicide

In this discussion with Fergus Hodgson of Gold Newsletter, I discuss India’s demonetization and explain why the cash ban is creating economic chaos, damaging ordinary Indians, and pushing the country toward greater state control.


Interest Rates and the War on Cash

In this Roundtable Insight discussion with Barry Habib, I discuss rising interest rates, India’s demonetization, the war on cash, and the growing financial repression facing savers.


India, Currency, Catastrophe

In this discussion with Maurice Jackson of Proven & Probable, I discuss India’s demonetization, the currency catastrophe now unfolding, and why gold and silver remain essential protections.


Currency Controls in India

In this discussion with Cory Fleck of Korelin Economics Report, I give a firsthand account of India’s currency controls and the chaos caused by the sudden ban on 500- and 1,000-rupee notes.



India and Gold Demand

In this discussion with Cory Fleck of Korelin Economics Report, I discuss gold demand in India and the deeper economic, cultural, and institutional factors that shape the Indian gold market.


India and China Gold Demand

I give an update on gold demand in India and China, and discuss the cultural, economic, and institutional forces that continue to support Asian gold buying.


Gold Disparity in India

In this BullionStar discussion, I discuss the disparity in India’s gold market and the economic, cultural, and geopolitical forces that shape Indian gold demand.