News

Please find an array of articles and interviews that have captured both our real-time and long term outlooks on gold and the macro arena.

> 2011

27 August

King World News Broadcast

Currency Interventions

Eric King
Ben Davies CEO Hinde Capital talks with Eric King on S&P ratings, CHF and JPY intervention and more macro musings

25 August

Financial Times

Yellow metal tipped to shine again

William MacNamara
The CME's decision - its second margin hike this month - has weighed, says Ben Davies, chief executive of Hinde Capital and manager of Hinde's gold fund. "The increase in margins has had an impact by forcing out the late speculators on a rise in the gold price."

23 August

GoldMoney Foundation

Ben Davies talks with James Turk

James Turk
Ben Davies and James Turk, Director of the GoldMoney Foundation, talk about the current fiat currency world monetary system established under “Bretton Woods II”. They explain the imbalances created by the hegemony of the fiat dollar, and how it allows mercantilist vendor financing and the accumulation of huge FX reserves in sovereign wealth funds and other vehicles. Ben Davies thinks that this system is close to the breaking point.

20 August

King World News Broadcast

Gold and Chavez

Eric King
Ben Davies CEO Hinde Capital discusses Chavez - a game changer? Gold to 2,100 sooner than end of year is a distinct possibility

16 August

CNBC Blog

Return to the Gold Standard?

CNBC
With gold surpassing record highs in recent sessions, some experts argue governments could re-introduce a return to the gold standard where countries would peg their currencies to the value of gold at a certain level.

15 August

CNBC Squawkbox

Return to the Gold Standard?

CNBC
Ben Davies, CEO of Hinde Capital told CNBC we were at a critical juncture and that the debate for monetary reform was growing every day. "Gold will be part of that for sure," he said 40 yrs on from Nixon's exit from the gold window!

11 August

CNBC Asia

CME Rises Margins for Trading Gold Futures

CNBC
Ben Davies, Director & CEO of Hinde Capital, and Kelvin Tay, Chief Investment Strategist, Singapore at UBS Wealth Management comment on CME's latest move to raise margins for trading gold futures

9 August

CNBC Blog

$5,000 Gold?

Patrick Allen
The West is close the point where its paper currency system is insolvent, and as a result gold is heading to $5,000 an ounce, according to the manager of a gold fund.

5 August

CNBC Squawkbox

Gold Could Hit $2,000 despite slip

CNBC
Ben Davies, CEO of Hinde Capital told CNBC that Gartman's analysis was "nonsense." "The dollar isn't the only currency in the world, there are other currencies," he said. "What people are saying now is that they are discarding those other currencies… This is the universal currency."

4 August

King World News Broadcast

Gold break out has arrived and why

Eric King
Ben Davies: Co-Founder & CEO of Hinde Capital - Ben is recognized as one of the top up and coming fund managers in the gold, silver and commodities arena. His interviews are considered a must hear for all KWN listeners. Ben is a regular on CNBC Europe and recently appeared at the London Gold Conference.

15 July

King World News Broadcast

Ben and Ben talk

Eric King
Ben Davies CEO Hinde Capital on Gold, Humphrey Hawkins, gold and silver. Ponders mining sector cheapness.

25 June

King World News Broadcast

Ben Davies Bearish Short time on Gold

Eric King
Ben Davies CEO Hinde Capital discusses credit tightening around world and short term correction due in gold. $1475 buy zone for summer take off for gold.

9 May

CNBC Squawkbox

Silver, Gold on Steroids?

CNBC
Ben Davies unfortunately cut short in his interview to discuss recent silver dynamics

5 April

CNBC Blog

Gold could gain 30% by year end

CNBC
Gold prices took a tumble in late January, but have since been going from strength to strength. Spot gold has risen 6.5 percent since January 28th. One fund manager thinks the precious metal has more upside as it remains undervalued.

4 April

CNBC Asia

How to Invest in Gold

CNBC
Ben Davies, CEO of Hinde Capital explains why ETFs are an inefficient way to invest in gold

2 April

King World News Broadcast

Freedom Fighters The Facebook Revolution

Eric King
Ben Davies CEO Hinde Capital talks about price controls: Cartels - central banks, OPEC and currency 'crisis' cartels. Central Banks are the ultimate price controller and are destroying the financial system.

14 March

CNBC Blog

We have Forgotten What True Money Is

Ben Davies
A wise old manager once told me "never trust a man or woman under the age of thirty to manage your money; they ain't seen nothing yet."

5 March

King World News Broadcast

Maghreb - A seminal event

Eric King
Ben Davies CEO Hinde Capital speaks with Eric King about events in MENA, energy and macro fallout. He points to monetary policy being a key ingredient in triggering the unrest as food prices rose.

5 February

King World News Broadcast

Recent Gold and Silver Sell-off

Eric King
Ben Davies: CEO of Hinde Capital - "Ben Davies gives another great interview on the gold and silver markets in great detail. A must hear for all KWN listeners. Recently Ben appeared at the London Gold Conference on a panel with James Turk and others."

1 February

Daily Telegraph

Telegraph Precious Metals Roundtable

Helen Castell
Telegraph Precious Metals Roundtable: pp.14 "The Experts' Guide to Gold: Four 'gold bugs' discuss how the market is chnaging and whether they should still be bullish on the yellow metal. So what is the verdict of the four wise men around our table?"

27 January

London Guildhall

Cheviot's Sound Money Conference


The Cheviot Sound Money Conference: Chaired by Ned Naylor-Leyland. Speakers included James Turk, Hugo Salinas Price, David Morgan, Dominic Frisby and many more Click video link to see Speeches and Panel discussion: Ben Davies/James Turk/Max Keiser/Sandeep Jaitly and others

15 January

King World News Broadcast

2011 Global Macro Thoughts

Eric King
Ben Davies: CEO Hinde Capital discusses his outlook for 2011 as depicted in his firm's piece 'Nessun Dorma': None Shall Sleep

> 2010

18 December

King World News Broadcast

The Euro Brady Bunch

Eric King
Ben Davies: CEO of Hinde Capital - Rising star Ben Davies gives an excellent interview on the recent troubles in Europe and gives KWN listeners a sneak peak of what he expects for gold going forward. Ben also discusses his most recent piece "The Euro Brady Bunch" in more detail.

15 December

at CNBC Squawk Box

CNBC - Gold and Standardisation

CNBC
Hinde Capital CEO Ben Davies was interviewed about gold's prospects a few days ago on CNBC Europe, remarking that gold may be reincorporated into the international monetary system, that if that happens gold's price likely will remain substantially higher for a long time rather than fall back as it did in the 1980s, and that in any case China will be putting a floor under the gold market.

1 December

Reuters Insider TV

Hinde Capital Sees Gold Breach $2,000 in 2011

Camilla Read
Hinde Capital's CEO Ben Davies on his 2011n outlook for gold and specifically the mining sector and how he is positioning his gold Fund.

25 November

WSJ

Behind Gold's New Glister: Miner's Big Bet on a Fund

Liam Pleven and Carolyn Cui
The innovation that opened gold investing to the masses and helped spur this year's record-breaking bull market was hatched in an act of desperation by a little-known gold-mining trade group. Ben Davies was interviewed about Hinde's GLD ETF - CDO in Disguise piece, but WSJ glosses over the salient points with a benign comment on the GLD issues.

18 November

Forbes Magazine

Is Your Gold Worth the Paper it's Printed on?

John E. Girouard
Ben Davies, CEO of U.K.-based Hinde Capital, a marketer of physical gold, has been warning that because there isn’t enough gold to keep all those promises, we could be looking at the next big financial bubble. This one could be even worse than the real estate fiasco because gold effects the purchasing power of the world’s major currencies.

13 November

King World News Broadcast

Debt: There is No Jubilee

Eric King
Ben Davies: CEO of Hinde Capital - gives a tremendous interview on the recent action in the gold & silver markets and gives KWN listeners a sneak peak of what he expects for both metals going forward. Ben also discusses his most recent piece Dr Strangelove Or How I learned to Stop Worrying and Love "Inflation" in more detail.

10 October

Expresso Previsoes

Nova recessao a caminho em 2011

Joao Silvestre e Jorge Rodrigues
FMI e Banco de Portugal coincidem sobre o próximo ano, que vai estar sujeito a diversas tendências negativas

9 October

Economia Expresso.Impresa

Ate onde pode ir a guerra das moedas?

Jorge Nascimento Rodrigues
Ben Davies, especialista financeiro em Londres, adverte que há o risco de o uso das divisas como arma de política desaguar no campo militar

8 October

Janela na Web

Currency Wars Alert Interview with Ben Davies

Jorge Nascimento Rodrigues
“For every winner there’s a loser in currency wars,” said in an interview Ben Davies, CEO and co-founder of Hinde Capital, a London based investment management company established in 2007 that launched its first fund specialising in the precious metals sector, Hinde Gold Fund

5 October

FT Alphaville

A Ticking, Aging Time-Bomb in JGBs

Izabella Kaminska
Respect for-the-Aged’ Day (敬老の日Keirō no hi?), is a day to honour centenarians in Japan. It’s come to symbolise the declining demographics of the country. Japan’s dependency ratio is now approaching 100. This is significant. The dependency ratio is the percentage of retired people supported by working people.

5 October

FT Alphaville

BOJ says: 'Bye Bye bank note rule'

Neil Hume
Could the market be underestimating the importance of the BoJ’s QE announcement on Tuesday? In other words, the real significance of today’s news is that BoJ’s purchase of long term government bonds will treated differently from the bonds purchased within the ceiling of banknotes in circulation...An action actually anticipated by Ben Davies of the Hinde Capital gold fund on King World News the night before

4 October

King World News Broadcast

The World Monetary Earthquake Part II

Eric King
Ben Davies is CEO of Hinde Capital - gives the second part of his tremendous interview regarding his brand new blog piece exclusively for KWN titled, “The World Monetary Earthquake.” This week he discusses the ticking time bond that is Japan and how monetisation of JGBs could lead to hyperinflation in Japan.

29 September

King World News Broadcast

The World Monetary Earthquake Part I

Eric King
Ben Davies is CEO of Hinde Capital - Rising Star Ben Davies gives a tremendous interview regarding his brand new blog piece exclusively for KWN titled, “The World Monetary Earthquake.” Ben lays out the case for why the revaluation of the Chinese currency can lead to a collapse of currencies.

28 September

FT Alphaville

25 Interventions in a one week band

Izabella Kaminska
Ben Davies, CEO of gold hedge fund Hinde Capital, made an interesting point on the subject of currency intervention in a recent letter to investors, as picked up by the King World News blog.

24 August

King World News Broadcast

Silver Price Explosion

Eric King
"Rising Star Ben Davies gives a tremendous interview on the recent action in the gold & silver markets and gives KWN listeners a sneak peak of what he expects for both metals going forward. Ben also discusses his most recent piece in more detail." Eric King

14 August

Financial Times

Hinde Capital Attacks Gold ETFs

Chris Flood
Hinde Capital, a London-based gold hedge fund, has mounted a ferocious attack on precious metals exchange traded funds and in particular the largest gold ETF, the SPDR Gold Trust run by State Street.

13 August

FT Alphaville

A CDO-esque gold investment

Izabella Kaminska
Hinde Capital, the London-based gold hedge fund — with an objective to outperform gold — have put out a note about what they feel are the CDO-esque qualities of the GLD gold exchange traded fund. And yes, we realise they have a certain interest in criticising an alternative and rival gold vehicle — but it is worth looking at the points they raise, since they make a compelling case.

12 August

King World News Broadcast

King World News - GLD ETF and Gold Market Investing

Eric King
Eric King - "Ben Davies gives a tremendous interview which is a must listen for anyone looking to increase their understanding of the gold market."

27 July

CNBC - Maria Bartiromo Exclusive

CNBC - Gold To Rebound Sharply

CNBC - Maria Bartiromo
Maria Bartiromo interviews CEO Ben Davies on recent gold sell-off. Ben discusses gold suppression and how gold market is highly undervalued.

20 July

RT TV

RT TV - BIS Swaps

Keiser Report
Max Keiser of the "Keiser Report" interviews Ben Davies CEO Hinde Capital on the Rusiian Today TV network. Goto 13mins on link and watch Ben discuss macro implications for gold, suppression in the gold and silver markets, and the BIS Swaps..

19 July

Mining Maven

Mining Maven Interview - Gold Focus 2

www.miningmaven.com
Mining Maven - "In this concluding part of our two-part series interview with, Ben Davies CEO of Hinde Capital, Ben talks in-depth about Contingent Liabilities, Deleveraging, Banks and Sovereign Debt as well as his expectations for the Junior Mining sector."

17 July

Mining Maven

Mining Maven Interview - Gold Focus 1

www.miningmaven.com
Mining Maven - "In the first of a two-part series interview, Ben Davies CEO of Hinde Capital talks to MiningMaven about the investment case for Gold as he discusses the Gold and Silver markets on all levels. Ben gives us a tremendous insight and we are privileged to be able to bring this exclusive interview to our readers."

10 July

King World News Broadcast

King World News - Gold & Currency regimes

Eric King
Eric King - "Ben covers the gold market in depth and gives what to many would seem to be unimaginable price possibilities for the final culmination of the gold bull..."

5 July

at CNBC Squawk Box

CNBC - The Paper Gold Bubble?

CNBC
Ben Davies CEO interviews with CNBC Squawk Box Europe - The Paper Gold Bubble?

26 May

at CNBC Squawk Box

CNBC - Gold to $36,000?

CNBC
Ben Davies CEO interviews with CNBC Squawk Box Europe Why gold is money and is $36,000 an ounce gold so ridiculous?

22 January

FT Alphaville

Gold Backwardation fears revisited, uh oh!

Izabella Kaminska
It’s been a while since the gold bugs had a tasty scare-story to feed on. But those frustrations can now be dispelled. The Business Insider blog brings to our attention that net gold-lease rates are back on the rise, and more importantly gold-forward rates are dropping fast. Here’s how Ben Davies, CEO of gold hedge-fund Hinde Capital explained the situation at the time:

> 2009

16 October

Mining Journal

Setting Sail

by Chris Hinde
Hinde Capital Ltd is regrettably nothing to do with the editorial director of Mining Journal. Instead the fund-management company takes its name from the Golden Hinde

8 October

FT Alphaville

Gold ETFs, caveat emptor

by Izabella Kaminska
With gold prices on a tear of late its no surprise bullion-investing exchange-traded funds are facing more demand than ever from retail investors

7 September

FT Alphaville

A Zimbabwe Rally Effect?

by Izabella Kaminska
When is an equity rally actually symptomatic of an inflationary environment to come? That would be when it happens in Zimbabwe

20 May

MineWeb

Could President Obama ban US citizens from holding gold?

by Lawrence Williams
Back in 1933, at a time of economic crisis, President Roosevelt forced U.S. Citizens to sell their gold at $20 an ounce - and then subsequently revalued the metal to $35.

20 February

Investigate

Where can private investors buy the cheapest gold?

by Rob MacKinlay
US private investors are using an unconventional method to get their hands on physical gold and silver in increasing

> 2008

24 October

Investigate

Gold conspiracy: can you afford to ignore it?

by Rob MacKinlay
In London, the "man on the street" appears to be running a similar strategy to some hedge fund managers: buying

3 October

Investigate

Could owning Gold be banned? Hedge fund warning

by Rob MacKinlay
The manager of a gold hedge fund has warned that governments have banned owning gold in the past and

18 July

FT Weekend Money

Give us a break: share out free research data

by David Stevenson, Financial Times

> 2007

8 December

FT Weekend Money

Going for gold begins to look like a bright move

By David Stevenson, Financial Times