Infusions of government money and a suspension of fair mark-to-market accounting on balance sheets has given a boost the to financial sector in what may be nothing more than a false dawn with regard to a wider economic recovery. And a primary concern in either case is the threat of (hyper)inflation as there seems no plausible avenue through which the monetary injections can be reversed with the same ease by which they were created. Forward-looking investors will likely benefit by using this time to revisit their diversification strategy with an appropriate weighting of physical gold. Featuring Pete Grant, Jonathan Kosares and George Cooper.

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