A Return to the Gold Standard? | Nucleus Investment Insights

Making waves in economic circles earlier this year, Zoltan Pozsar mounted a case for commodities to take over the function of reserve currencies, and an end to Bretton Woods II. The Financial Times profiled him in “Meet Zoltan, the sellside Jules Verne”, highlighting #zoltan has become a trending topic after each post.


In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and Chief Strategist David Llewellyn-Smith looked in-depth at his case for why commodities are going to take over from the US dollar, where his arguments hold water and where they don’t.

Agenda: Are commodities the new reserve currency?
  • Zoltan the Magnificent on Bretton Woods III
  • The rise of Chussia
  • Captured commodities
  • Creation of a Eurorenminbi market and commodity-backed CNY as undollar reserve
  • Flaws in the thesis
  • Investment implications

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Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.