Simon White

speaker

448 appearances 2 recordings 1 series first heard Jul 2026 last heard 11 Sep

Simon White’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.

Appearances

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Merryn Talks Money · Markets Wrap: Inflation Means Bad News for Burnham · 24 Jul 2026 podcast

You're like, no, this is just unwinding the speculative froth that we saw in the run-up.

And this is a good thing because I think a lot of kind of Johnny-come-lately of you, like, people that were, you know,

you know, maybe they were in Bitcoin, you know, the sort of investors that are just looking for like a quick kind of what's going up, you know, momentum followers.

And I think a lot of that people went into the gold trade and that obviously really threw it higher.

And then, as you say, what happened subsequently is that then it started,

going opposite to oil prices, basically because of tension in the Middle East, right?

So any time that, you know, central banks like Turkey were having to basically sell reserves because they couldn't afford oil prices, right?

Oil was going up, you know, they don't really have much of their own oil supply.

So that, and imagine Middle Eastern central banks were doing that, they don't have the same revenue income because they weren't able to export their product.

So that really exacerbated that.

So maybe that's sort of coming to an end right now, and you'll get central banks or maybe starting to peter back in, start buying again.

But the fundamental rules, like a reason, sorry, for owning gold had never actually changed.

All that changed is the price.

The price went up a lot, and then it kind of backed down to where it was in October.

You know, not that long ago.

And so kind of really it's one of these classic things, especially, you know, when it comes to things like you own for the long term, you pay attention to the, if you pay attention to the price every day, you're going to get thrown around.

Like, you know, a typical value investor doesn't really, tries not to pay too much attention to what the voting machine is saying, you know.

And I think we're at that point now where it's kind of the decks have been cleared with gold.

So I think it's got a much more solid base, if you like, for it to start going higher.

We're not going to see what we saw before because of that.

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