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Central banks driving gold bull market
The guest argued the current gold bull market is unique, driven primarily by central banks buying gold as a hedge against dollar weaponization, not by retail investors or speculators.
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The Callback
Physical supply tightness drives structural precious metals bull case
10 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 guest argued the current gold bull market is unique, driven primarily by central banks buying gold as a hedge against dollar weaponization, not by retail investors or speculators.