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Gold's structural bull case on monetary debasement
The bull case for gold was framed as structural, driven by monetary debasement, geopolitical fragmentation reducing dollar reliance, and central bank buying in a market with limited free float.
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The Callback
Physical supply tightness drives structural precious metals bull case
29 weeks between these two statements.
The guest argued that gold is a unique asset that can act as a cheap convex hedge against a potential US debt or treasury market crisis, as its volatility increases as its price rises.
The bull case for gold was framed as structural, driven by monetary debasement, geopolitical fragmentation reducing dollar reliance, and central bank buying in a market with limited free float.