Rickards is a prominent gold bull and has been tweeting a lot about the difference between physical and paper gold in light of the precious metal’s recent price collapse.
The presentation discusses Federal Reserve monetary policy and the future of the international monetary system.
Rickards lays out four options for the future – a world with multiple reserve currencies, a system based on IMF Special Drawing Rights, a new gold standard, and total collapse.
He also gives some trade ideas to play the uncertainty surrounding the future of the system.
The money supply has exploded since 2008 as the Federal Reserve has expanded its balance sheet through quantitative easing
Markets are more like complex systems, which tend to move away from equilibrium, rather than toward it
NOW WATCH: Money & Markets videos
Business Insider Emails & Alerts
Site highlights each day to your inbox.