Jeff Christian – Gold’s Surge Then Fall, Global Volatility, Who’s Buying Gold?
Jeff Christian, Managing Partner at CPM Group, for a comprehensive look at the recent strength in gold and silver prices amid heightened global uncertainty.
Key themes covered in this interview:
- Gold’s sharp rally to over $3,200, followed by a $200 pullback, and why prices are still near record highs.
- Geopolitical and economic drivers including war, inflationary U.S. fiscal policies, and central bank debt that are fueling precious metals demand.
- Who’s buying gold now? A deeper dive into institutional vs. retail investor behavior, including the shift away from ETFs to physical gold.
- Silver as a retail hedge, with increasing demand from cost-conscious investors turning away from high-priced gold.
- Future scenarios: From escalating trade wars to a possible global recession or geopolitical détente, Jeff outlines several paths forward and their implications for gold and silver.
Jeff also shares insights on central bank buying behavior, noting that many are waiting for a pullback to re-enter the market. He outlines why gold remains resilient even during market corrections and how volatility may present buying opportunities in the months ahead.
Click here to visit the CPM Group website to learn more about the firm.
https://www.tradingview.com/x/VhewWF6S/
Dollar Pop : Near Bullish Gartley
“Don’t make the mistake of thinking that what’s now happening is mostly about tariffs.” – Ray Dalio
https://x.com/RayDalio/status/1909296359955460347
Dalio is correct.
I agree with Ray………….a similar parallel was 1985 when, M Gorbachev was put in place as the bankers gave up on financing the Soviet Union………..the first thing Michael did was stop funding the Warsaw pact…..just like trump telling NATO….pull your own oxcarts boys ! The financial community is getting nervous about the fiscal abuses that are out of control in the US…………..just look at the U-turn the 10 year yield has done in the last two days…..today was a very weak treasury auction……high yield spreads are the canary in the coal mine as well, as they are moving……….this time maybe different ……the problem may now be in the public sector everywhere in the developed world…………Unsustainable debts levels are becoming issues…..where before they were just brushed off …..as the can was just kicked down the road…………to keep the system going requires huge inflation to turn the Debt to GDP ratios back in balance…………do we have the appetite for the inevitable ? We will know if this is the case ……if we see the FED stepping up and monetizing the system again in a huge way……I’m just pondering !!!
Check CONGRESS’s pockets for the $36 TRILLION MISSING……
Check the LLC’s in NEW HAMPSHIRE……
It is called CLAW BACK….. will more than balance the budget…..
Now one is going to find out anything until they FIGURE OUT,
WHY…. was FASBE 56 allowed to happen….
If gold comes down to 2600 miners will get crushed, and if these tariffs drag on and we go into recession later this year or next silver will get crushed, maybe gold will hold up better who knows but I’m glad I finally sold all my gold stocks with gold testing 3200 and Im tired of holding these miners waiting for big score, I did make money but will use gdx, gdxj from now on and buy on the next bottom and take profits on any big gains but buy and hold for long term no way. It’s hard to buy the right mining stocks because as they go up they have to risk.