Zortix matched this thesis to Gold & precious metals ETFs as one way for retail investors to get exposure. Not a recommendation.
Central bank buying structurally tightens gold supply
The guest framed sustained central bank accumulation as a structural shift that has tightened the physical gold supply available for other uses.
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The Callback
Physical supply tightness drives structural precious metals bull case
56 weeks between these two statements.
The bull case made for gold is that central bank buying, loose global monetary policy, and investor underweighting will drive it to new all-time highs.
The guest framed sustained central bank accumulation as a structural shift that has tightened the physical gold supply available for other uses.