Wilfred (Wilf) Frost

speaker

2,338 appearances 15 recordings 1 series first heard May 2026 last heard 3 Aug

Wilfred (Wilf) Frost’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 — 15 in all, peaking in Jun 2026 with 6.

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S set up the sort of conspiracy theory here a little bit for us. voice-verified

expand on that for for me a little bit, that the bull case or what could suddenly drive a squeeze higher in the price is is what? voice-verified

It's central banks around the world saying, Do you know what London or voice-verified

before Knox or whatever, I actually want to take delivery of mine? voice-verified

Or is it or it's the owner of the ETF somehow claiming that they want it? voice-verified

Is the comparison you made earlier to to potential bank run legitimate? voice-verified

Because for example, an ETF, lots of the products, the ones you own or potentially own, they are physically backed. voice-verified

So it does it does exist one for one. voice-verified

that, if I want to protect my wealth for the long run, why shouldn't I just buy a physical gold bar rather than your fund? voice-verified

Goal bar rather than your phone. voice-verified

Another sort of voice-verified

confusing but fascinating topic I wanted to touch on is the gold that the US government has. voice-verified

And so just explain this to me. voice-verified

This is priced at what level? voice-verified

compared to the what four thousand two hundred or thereabouts that we're at today. voice-verified

Yeah. voice-verified

So why is it still priced at that level? voice-verified

But I guess the the the short question is what's the incentive to Scott Bessant, who as you said I asked about this and he dodged it. voice-verified

Yeah. voice-verified

Or Kevin Walsh to do that revaluation? voice-verified

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