John Paulson on Gold Trade

The video discusses the relationship between inflation, gold prices, and interest rates. It highlights how gold can be a valuable investment during inflationary times due to its limited supply. The speaker explains past trends in gold prices and the impact of quantitative easing on inflation. The discussion includes the role of the Federal Reserve's policies and the money supply in influencing inflation expectations.

Why is gold considered a good investment during times of inflation?

In what way does the current money supply relate to inflation expectations?