
Reading Markets the Austrian Way
Minor Issues
- Published
- October 25, 2025
- Summary source
- description
- Last updated
- Jul 5, 2026
Discusses Mark Thornton reviews David Howden’s data-driven guide to long-horizon investing in commodities, use…
Summary
Mark Thornton reviews David Howden’s data-driven guide to long-horizon investing in commodities, useful even for Austrians wary of statistics. Mark explains how the book’s method ranks assets by relative valuation, generates 10-year return forecasts, and frames risk premiums, using gold and silver as case studies. Mark highlights how a formal model can st…
Intelligent Report
Sign in to read teasers, or upgrade to Research Pro to commission intelligent report for this episode. Learn more →
Show notes
Mark Thornton reviews David Howden’s data-driven guide to long-horizon investing in commodities, useful even for Austrians wary of statistics. Mark explains how the book’s method ranks assets by relative valuation, generates 10-year return forecasts, and frames risk premiums, using gold and silver as case studies. Mark highlights how a formal model can still complement Austrian fundamentals and capital-allocation thinking, and he previews an upcoming episode on silver that will build on these re