Trends with Benefits #104: Divergent Trends in Gold Markets Explained with Ima Casanova

“Central banks could be emerging as a more important driver of gold prices,” Portfolio Manager Ima Casanova explains on the Trends with Benefits podcast. We explore other factors impacting gold, including Russia’s invasion of Ukraine and the recent banking crisis. Additionally, we examine the divergence between the gold price and gold holdings by ETFs. Ima outlines the top cases for owning gold in a portfolio and gives her outlook on gold miners. Lastly, Ima shares her background, which includes beginning her career as a mechanical engineer in the petroleum industry, where she was often one of the only women working on an oil rig. Later, she applied her operational and technical expertise to the gold industry when she started working in finance.

Watch Video
Divergent Trends in Gold Markets Explained with Ima Casanova

Show Notes:

02:28 The Divergence Between Gold Prices and Gold ETF Holdings

12:00 Benefits of Holding Gold

13:30 Gold’s Performance in Recent Drawdowns

17:20 Top Cases for Continued Gold Strength

21:55 Outlook for Gold Miners

28:48 Ima’s Background

34:07 Long-Term Trend

35:15 Trend or Fad

Trend or Fad

Ima gives her views on high yield savings accounts, electric vehicles, Fed rate hikes, men wearing women’s watches, and artificial intelligence.

Follow Ed Lopez @thatEdLopez on Twitter.

You can listen and subscribe to this podcast on Apple Podcasts, Spotify, SoundCloud, and YouTube.