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GLDETF
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$361.651d -1.0%5d -1.7%settled close · 2026-11-02
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Mkt cap $134B (11/2)β 1.0352w $362–445Shares 371.6MInd. Commodity Contracts Brokers & DealersNYSE Arca since 2004HQ New York, NY
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Who’s talking about GLD
637 long17 neutral38 shortlatest 2026-10-25
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-25 | John Butler | Bullish | Brent Johnson | Dollar weaponization via escalating sanctions, chronic US twin deficits, and central bank gold repatriation… |
| 2026-10-24 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show (feed) | Global central banks are actively buying gold to diversify reserves away from dollars — gold is now the… |
| 2026-10-23 | Matt Tuttle | Bullish | Fox Business (uncut) | Gold is a hard-money hedge against currency debasement because governments cannot print it, and the recent… |
| 2026-10-23 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Gold outperformed equities and bonds in the last rising-rate inflationary era (1970s) and serves as a hedge… |
| 2026-10-23 | George NobleFormer Fidelity & hedge fund manager | Bullish | Monetary Matters | Irresponsible fiscal policy and money printing across all major governments will continue debasing fiat… |
| 2026-10-23 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | CLEAR COMMODITY NETWORK | Since 1971 gold has compounded at exactly the same 8.6%/yr pace as global liquidity and debt, and with US… |
| 2026-10-22 | Adam Kobeissi | Short | Fox Business (uncut) | Gold is vulnerable to a near-term 5% to 10% pullback toward 4,000 as higher rates and current market… |
| 2026-10-22 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Bullish | CNBC (uncut) | Gold miners are undervalued relative to the substantial earnings power implied by gold near $4,000 an ounce. |
| 2026-10-22 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bearish | Macro Voices | Dollar strength and elevated interest rates have locked gold and silver in a distribution cycle with no macro… |
| 2026-10-22 | Howard MarksCo-chairman, Oaktree Capital | Neutral | William Green | Richer, Wiser, Happier | Gold has no intrinsic value derivable from cash flows, making analytical price targets impossible and… |
Show all 692 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-22 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bearish | Macro Voices (feed) | Gold and silver remain in a distribution cycle because dollar strength and interest rate headwinds create an… |
| 2026-10-22 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bearish | Macro Voices (feed) | Dollar headwinds and tight liquidity are keeping gold and silver in a distribution cycle, with prices near… |
| 2026-10-22 | Liz Thomas (SoFi)Head of Investment Strategy, SoFi | Bullish | RiskReversal Media | Gold is a good defensive hold in a late-cycle environment characterized by elevated rates, rising neo-cloud… |
| 2026-10-21 | Jan Van EckCEO, VanEck | Bullish | Thoughtful Money (Adam Taggart) | Chinese private gold purchases hit an all-time record pace consuming 46% of global production (double last… |
| 2026-10-21 | Unknown | Bearish | CNBC Fast Money Final Trade | Gold should be avoided while GLD remains in a downward price channel without evidence of a reversal. |
| 2026-10-21 | Grant WilliamsFinancial writer & podcast host | Bullish | Grant Williams Podcast | Mining equities offer leveraged exposure to gold and silver during the expected precious metals bull phase… |
| 2026-10-20 | Brent JohnsonCEO, Santiago Capital | Bullish | interview | Gold is a strategic allocation that holds up in both highly inflationary and highly deflationary scenarios… |
| 2026-10-20 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Neutral | CNBC (uncut) | Investors rebuilding a portfolio may allocate part of it to gold for diversification, with physical bullion… |
| 2026-10-19 | Lyn AldenIndependent macro strategist | Bullish | Wealthion | Fiscal dominance — structural US deficits larger than net new bank lending — debases fiat currency and makes… |
| 2026-10-19 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Bitcoin Magazine | Chinese monetary expansion combined with strict capital controls forces domestic savers into gold as their… |
| 2026-10-19 | Jim GrantEditor, Grant's Interest Rate Observer | Bullish | Jim Grant (newest) | A preference cascade toward gold is developing from Asia outward, with China likely to announce a… |
| 2026-10-19 | Unknown | Bullish | CNBC (uncut) | Gold provides portfolio resilience through dollar diversification at a time when USD concentration risk is… |
| 2026-10-17 | Luke GromenMacro strategist — founder, FFTT | Bullish | Crowded Market Report | The only viable exit from the US debt trap is a gold revaluation to ~$22,000/oz — the level that flattens the… |
| 2026-10-16 | Larry McdonaldFounder, The Bear Traps Report | Bullish | Wealthion | US sanctions policy triggered a structural shift as China cut Treasury holdings by $600-700B and rotated into… |
| 2026-10-16 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Gold / GLD is a safe-haven hedge against economic chaos and currency debasement, and every investor should… |
| 2026-10-16 | Dirk WillerGlobal Head of Macro Strategy & Asset Allocation, Citi Research | Bearish | The Meb Faber Show | Short-term real rates and early Fed hiking cycle are the dominant driver and argue against touching gold now… |
| 2026-10-16 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | The Modern Market Show | Exponentially growing government debt forces perpetual central-bank monetization; gold has compounded at… |
| 2026-10-15 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Bullish | CNBC (uncut) | Post-pullback entry is attractive as central bank rate differentials point toward dollar weakness and gold… |
| 2026-10-15 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Bullish | CNBC (uncut) | A combination of potential rate softening, dollar weakness, accelerating central bank gold repatriation, and… |
| 2026-10-15 | Jesse FelderAuthor, The Felder Report | Bullish | Thoughtful Money (Adam Taggart) | Central banks replacing Treasuries with gold, persistent fiscal deficits, and an eventual Fed pivot back to… |
| 2026-10-15 | Danielle Dimartino BoothCEO & Chief Strategist, QI Research | Bullish | Key Advisors | The Common Sense Bull | Lag effects from the Fed's higher-for-longer policy combined with mounting credit stress will drive gold's… |
| 2026-10-14 | Keith McculloughCEO & Founder, Hedgeye Risk Management | Bearish | Jim Bianco (newest) | Dollar strength and rising rates create a structural headwind for gold with no supporting correlation… |
| 2026-10-14 | Robin BrooksSenior Fellow in Economic Studies, Brookings Institution | Bullish | CNBC (uncut) | US debt is a major and growing market issue over the medium term; gold is the positioning vehicle for the… |
| 2026-10-14 | David RosenbergEconomist — Rosenberg Research | Bullish | Jim Bianco (newest) | Hard assets like base metals, energy pipelines, and gold are driven by supply/demand fundamentals rather than… |
| 2026-10-14 | Mario InneccoHost, Maneco64 | Bullish | Kitco NEWS | Bullion banks suppress gold during strategic windows like Golden Week while China's PBOC accelerates physical… |
| 2026-10-14 | Wolf RichterEditor-in-chief, WOLF STREET | Bearish | Thoughtful Money (Adam Taggart) | Gold and silver have already moved significantly higher and remain near elevated levels, making them… |
| 2026-10-13 | Luke GromenMacro strategist — founder, FFTT | Bullish | maneco64 | Gold is the only fiscal release valve the Fed can inflate without causing real-economy inflation that would… |
| 2026-10-13 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | Dot Plot | Sold most gold above $5,000 but rebuilt to 10% allocation at $4,300, treating the correction as a tactical… |
| 2026-10-13 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Jeffrey Gundlach | None of the four sell conditions are remotely close to being met (balanced budget, debt-reduction political… |
| 2026-10-13 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | BTC Sessions | China's monetary expansion to engineer domestic debt devaluation (PBoC balance sheet nearly doubled since… |
| 2026-10-12 | Russell NapierMarket strategist & financial historian | Bullish | The MOST Important Thing Podcast | Gold freely floats today unlike its dollar peg of 1945–1971, making it a genuine store of value during… |
| 2026-10-12 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Money Rehab with Nicole Lapin | Western fiscal irresponsibility and persistent debt monetization will continue to drive the debasement… |
| 2026-10-11 | Mike PrestonPartner, New Harbor Financial | Bullish | Thoughtful Money (Adam Taggart) | After an 8-9 month pullback that is historically long in duration (gold -30-35%, silver -50%+), metals appear… |
| 2026-10-11 | Danielle ParkPresident & Portfolio Manager, Venable Park Investment Counsel | Bearish | Thoughtful Money (Adam Taggart) | Monthly RSI still overbought after parabolic 2025 surge driven by zero-rate alternatives-seeking; central… |
| 2026-10-10 | David RosenbergEconomist — Rosenberg Research | Bullish | Jimmy Connor | Inflation will persist in commodities even as services disinflate, and hard assets serve as the appropriate… |
| 2026-10-09 | Jeanne SunHead of portfolio advisory, Citi Wealth (CIO office) | Bullish | Bloomberg TV (uncut) | Rate volatility has driven positive correlation between bonds and equities, stripping bonds of their hedge… |
| 2026-10-09 | Jeanne SunHead of portfolio advisory, Citi Wealth (CIO office) | Bullish | Bloomberg TV (uncut) | Positive correlation between fixed income and equities has made bonds a less reliable hedge, so gold was… |
| 2026-10-09 | Jurrien TimmerDirector of Global Macro, Fidelity Investments | Bullish | The Compound | Gold now tracks global M2 growth (~7-9% annually, $120T base) rather than real rates; current price… |
| 2026-10-09 | Andrew SarnaPortfolio Manager, Forthlane Partners | Bullish | Wealthion | US fiscal deficits are structurally unsustainable because no administration will cut entitlements, making… |
| 2026-10-08 | Brent JohnsonCEO, Santiago Capital | Bullish | Macro Voices | Gold just formed a golden cross (50-day through 100-day MA), is sitting at a meaningful support area after… |
| 2026-10-08 | Brent JohnsonCEO, Santiago Capital | Bullish | Macro Voices | Gold just formed a golden cross (50-day MA crossing 100-day MA) and is sitting at a longer-term support area… |
| 2026-10-08 | Ray DalioFounder, Bridgewater Associates | Bullish | The Julia La Roche Show | Heavy government debt historically triggers currency devaluation, making gold—as hard money uncorrelated to… |
| 2026-10-08 | Stephanie Pomboy | Bullish | Danielle DiMartino Booth | Runaway US fiscal deficits guarantee repayment in increasingly debased dollars, driving foreign central banks… |
| 2026-10-07 | Danielle | Bullish | Fox Making Money (playlist) | Runaway US fiscal deficits and dollar debasement are pushing foreign central banks to diversify away from… |
| 2026-10-06 | Jean Marie EveillardFormer manager, First Eagle Global Fund (ex-SoGen) | Bullish | MOI Global | Gold is the only currency that cannot be printed and therefore serves as insurance against extreme outcomes —… |
| 2026-10-06 | Lyn AldenIndependent macro strategist | Bullish | The David Lin Report Clips and David Lin | Money supply growth exceeds the official inflation rate, so only supply-inelastic scarce assets (gold… |
| 2026-10-05 | Carley GarnerSenior commodity strategist & broker, DeCarley Trading | Bullish | Bloomberg Open Interest | First notice day exhaustion selloff of $170 signals trend reversal; December contract holding the 1-year… |
| 2026-10-05 | Rupert MitchellFounder, Blind Squirrel Macro | Bullish | Wealthion | Weaponization of US Treasuries post-2022 is driving sovereign diversification into gold because gold can be… |
| 2026-10-05 | Russell NapierMarket strategist & financial historian | Bullish | W1M Wealth & Investment Management | Financial repression structurally locks in negative real interest rates, the precise environment in which… |
| 2026-10-05 | Lyn AldenIndependent macro strategist | Bullish | Bitcoin Magazine | Gold is a legitimate scarce store of value benefiting from fiscal dominance, but after running from ~$2,000… |
| 2026-10-04 | Brent JohnsonCEO, Santiago Capital | Bullish | Brent Johnson Milkshakes Pod | Investing • Finance | International investors and central banks buy gold as their local currencies depreciate faster than the… |
| 2026-10-02 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bullish | LifeWorthLiving | Allocate 10% of capital to precious metals as a defensive hedge within a portfolio being repositioned away… |
| 2026-10-01 | David RosenbergEconomist — Rosenberg Research | Bullish | Macro Voices | Secular bull market is intact because global central banks continue diversifying FX reserves into gold… |
| 2026-10-01 | David RosenbergEconomist — Rosenberg Research | Bullish | Macro Voices | Central bank reserve reallocation from USD into gold bullion is the structural demand driver and continues… |
| 2026-10-01 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bullish | Macro Voices | Higher real rates and a strengthening USD are keeping gold rangebound near summer lows into the election, but… |
| 2026-10-01 | George Blue Cloud TradingHost, Blue Cloud Trading | Bearish | CNBC Halftime Final Trades | Gold ETF is below the Ichimoku cloud on both the daily and weekly charts, a bearish configuration that… |
| 2026-09-29 | Arnold Van Den BergFounder & CEO, Century Management | Bullish | MOI Global | Gold miners were purchased at deeply depressed valuations and Van Den Berg holds the position with conviction… |
| 2026-09-28 | Nicky ShielsHead of research & metals strategy, MKS PAMP | Bullish | Bloomberg Open Interest | Structural debasement, dedollarization, and central bank diversification away from fiat currencies underpin… |
| 2026-09-28 | Grant WilliamsFinancial writer & podcast host | Bullish | Grant Williams Podcast | Central bank accumulation and repatriation are accelerating gold's monetary role, and when family office and… |
| 2026-09-25 | Luke GromenMacro strategist — founder, FFTT | Bullish | Gold Silver Investing and Silver AI Wealth | Central banks are returning gold reserves toward historical levels (60–80% of reserves) because they need a… |
| 2026-09-25 | Luke GromenMacro strategist — founder, FFTT | Bullish | Wise Metals Investor | Gold prices are heading to at least five figures, which should drive miner profits substantially higher… |
| 2026-09-22 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | New Era Finance Podcast | PBOC money printing is the primary catalyst already driving gold higher, with western monetary debasement —… |
| 2026-09-21 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Global debt bubble (~$350 trillion) and inevitable currency debasement/financial repression across developed… |
| 2026-09-21 | Brent JohnsonCEO, Santiago Capital | Bullish | Monetary Metals and Brent Johnson Milkshakes Pod | Investing • Finance | Stagflationary crosscurrents (inflationary from deglobalization/hard-asset scarcity, deflationary from debt… |
| 2026-09-19 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | A $2T annual deficit running above 6% of GDP makes Fed monetization of the debt inevitable, which debases the… |
| 2026-09-18 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Central banks globally hiking into an energy-driven inflation shock creates persistent monetary policy… |
| 2026-09-18 | Mark SkousenEditor, Forecasts & Strategies; professor, Chapman University | Bullish | Wealthion | Permanent structural inflation driven by fiat currency, persistent deficits, and money supply growth makes… |
| 2026-09-18 | Russell NapierMarket strategist & financial historian | Bullish | The Peter McCormack Show | Gold is a historically validated store of value during financial repression and sits high in the 'tree' of… |
| 2026-09-17 | Danielle Dimartino BoothCEO & Chief Strategist, QI Research | Bullish | interview | Record private credit defaults (6.3%), surging small-business bankruptcies (+64% YoY), and stress maturity… |
| 2026-09-17 | John | Bullish | The Acquirers Podcast | Gold retains upside from dollar weakness and macro dislocations, though rising interest rates would be a… |
| 2026-09-17 | John LovePresident & CEO, USCF Investments | Bullish | The Acquirers Podcast | Central bank buying of gold remains at record levels with all G20 economies still accumulating, and the… |
| 2026-09-17 | David EinhornFounder, Greenlight Capital | Bullish | Morgan Stanley | US fiscal deficit is structurally unsustainable and the seizure of Russian reserves has accelerated… |
| 2026-09-17 | David RosenbergEconomist — Rosenberg Research | Bullish | Excess Returns | Structural demand growth of ~2.5% annually outpaces supply growth of 1–1.5% due to depleted mines; central… |
| 2026-09-16 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | Julia La Roche Show | Runaway fiscal deficits heading toward $50 trillion and inevitable dollar debasement or debt restructuring… |
| 2026-09-16 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC Fast Money Final Trade | Counterintuitively, a Fed rate hike paired with backend (10-, 20-, 30-year) yield relief removes a headwind… |
| 2026-09-16 | Danielle Dimartino BoothCEO & Chief Strategist, QI Research | Bullish | Kitco NEWS | Record private credit defaults (6.3%), surging small business bankruptcies (+64% YoY), and prohibitively high… |
| 2026-09-15 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC Fast Money Final Trade | Bond market deterioration and currency dislocations will ultimately drive investors into precious metals… |
| 2026-09-14 | Trey ReikManaging Director, SEDA Experts | Bullish | Wealthion | US fiscal solvency is deteriorating (entitlements + interest = 105% of receipts), Bessant's unprecedented… |
| 2026-09-14 | David RosenbergEconomist — Rosenberg Research | Bullish | Kitco NEWS | Global central banks remain consistent net buyers month after month; USD entering a structural downtrend… |
| 2026-09-14 | John RubinoAuthor & Newsletter, JohnRubino.Substack.com | Bullish | Capital Allocators | Precious metals miners are generating historic and sustainable free cash flow for the first time ever, and… |
| 2026-09-13 | Luke GromenMacro strategist — founder, FFTT | Bullish | Adam Taggart | Thoughtful Money® | As Treasury buybacks scale up and the market recognizes fiscal monetization is underway, gold rises… |
| 2026-09-13 | Darius DaleFounder & CEO, 42 Macro | Bullish | Luke Gromen | AI-driven capital deepening historically precedes decade-long productivity acceleration (2 of 3 prior… |
| 2026-09-11 | Jens NordvigFounder & CEO, Exante Data | Bullish | The Compound | Persistent central bank buying (led by China) and strong European ETF inflows provide durable demand support… |
| 2026-09-11 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Dollar suppression, bond-market intervention, and fiscal stimulus are structurally inflationary and will… |
| 2026-09-11 | David WooIndependent macro strategist (ex-BofA) | Bullish | Capital Allocators | Options vol is cheap relative to the stack of tail risks present — a US ban on Chinese AI triggering dollar… |
| 2026-09-10 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | Gold should be in every portfolio as accelerating US debt and deficits debase the dollar, driving central… |
| 2026-09-10 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bullish | Macro Voices | A 25% correction from the January 2026 blowoff top near $5,600 has fulfilled a typical corrective cycle… |
| 2026-09-10 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bullish | Macro Voices | Gold has completed a normal 25% correction from its January 2026 blowoff top near $5,600, speculative… |
| 2026-09-09 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Triangle Investor | Western central banks are printing money via Treasury QE (private banks funding government spending by… |
| 2026-09-09 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bullish | Wealthion | Gold is the ultimate negative-trust asset (1/n where n = faith in central bankers) and will continue to rise… |
| 2026-09-08 | Lyn AldenIndependent macro strategist | Bullish | What Bitcoin Did | Capital controls, financial repression, and fiscal dominance across developed markets increase demand for… |
| 2026-09-05 | David RosenbergEconomist — Rosenberg Research | Bullish | Jimmy Connor | US fiscal trajectory is unsustainable and will eventually culminate in a failed Treasury auction crisis… |
| 2026-09-04 | Lyn AldenIndependent macro strategist | Bullish | BTC Sessions | Gold corrected from overbought RSI levels while central banks bought record amounts, and as a scarce portable… |
| 2026-09-04 | Cathie WoodCEO & CIO, ARK Invest | Bearish | ARK Invest | Fed Chair Warsh has signaled discomfort with elevated gold prices, and a strengthening dollar driven by… |
| 2026-09-03 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC Fast Money Final Trade | Countries repatriating gold from US custody signals a loss of confidence in the dollar, and gold can rise… |
| 2026-09-03 | Alli MccartneyManaging director & private wealth advisor, UBS Alignment Partners | Bullish | Bloomberg The Close | De-dollarization trend and countries reducing appetite for US dollar-denominated debt creates structural bid… |
| 2026-09-02 | Bob HaberCIO & Partner, Proficio Capital Partners | Bullish | Forward Guidance | Miners now operate with strict capital discipline (minimal exploration waste, high free cash flow, capital… |
| 2026-09-02 | Richard YoungPresident & CEO, i-80 Gold Corp | Bullish | Wealthion | Mining has historically been capital-intensive with slim margins, but the dynamic has inverted — miners now… |
| 2026-09-02 | David RosenbergEconomist — Rosenberg Research | Bullish | David Lin | Gold and miners capture pricing power from recurring supply shocks in goods inflation and provide a… |
| 2026-08-31 | Aswath DamodaranProfessor of finance, NYU Stern | Neutral | Wealth Building Blueprint – Vladyslav Grabarskyy | Gold rises on declining trust in governments and currencies but produces no cash flows and can only be priced… |
| 2026-08-31 | Bob ElliottCEO & CIO, Unlimited Funds | Bullish | Bloomberg Surveillance | Fed and administration credibility deficit after 65+ months of above-target inflation, compounded by Middle… |
| 2026-08-29 | Luke GromenMacro strategist — founder, FFTT | Bullish | The Silver Market | With both the yen and dollar carry trades creating a trap where either currency strengthening triggers a… |
| 2026-08-29 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | Rising US debt effectively encumbers all domestic assets creating confiscation risk, while Chinese central… |
| 2026-08-27 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Rob Wallace | Bitcoin News | PBOC liquidity injections are the primary driver of the gold price as China must devalue debt internally… |
| 2026-08-27 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Treasury yield suppression and fiscal deficit expansion debase fiat currency, making gold a win regardless of… |
| 2026-08-27 | Andreas Steno LarsenFounder & CEO, Steno Research | Bullish | Raoul Pal | Gold is a short-dollar beneficiary with further room to run as the Bessant liquidity-extension strategy… |
| 2026-08-27 | Daniel LacalleChief Economist & CIO, Tressis | Bullish | Macro Voices | Governments have exceeded all three credibility limits (economic, fiscal, inflationary), causing central… |
| 2026-08-25 | Jason TrennertChairman & CEO, Strategas Research Partners | Bullish | Stanley Druckenmiller | Persistent fiscal deficits and soft dollar debasement are pushing investors into hard assets, with gold as… |
| 2026-08-25 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bullish | Macro Voices | Gold has completed a six-month 25% correction from its April blowoff peak; USD technical breakdown and the… |
| 2026-08-25 | Jason TrennertChairman & CEO, Strategas Research Partners | Bullish | Stanley Druckenmiller | Ongoing fiscal irresponsibility and de-fiatization are driving capital into hard assets, and gold is the… |
| 2026-08-24 | Luke GromenMacro strategist — founder, FFTT | Bullish | Mario Nawfal | Central banks have been replacing US Treasuries with gold for 12 years as dollar weaponization accelerates… |
| 2026-08-24 | Mario NawfalHost, X Spaces shows (The RoundTable Show); founder, IBC Group | Bullish | Luke Gromen | Dollar weaponization and US policy unpredictability are accelerating the shift away from risk assets toward… |
| 2026-08-24 | Meb FaberCo-founder & CIO, Cambria | Bullish | Trend Following | Most investors make the critical mistake of holding no real assets, leaving portfolios exposed to inflation… |
| 2026-08-24 | Kathy KriskeyHead of alternatives ETF strategy, Invesco | Bullish | Bloomberg Open Interest | Dollar debasement from $40 trillion in US debt and Treasury bond-market intervention is driving investors… |
| 2026-08-23 | Lyn AldenIndependent macro strategist | Bullish | EVERYDAY FINANCE | Gold's multi-thousand-year track record and $20T+ market size make it a durable store of value under fiscal… |
| 2026-08-22 | Danielle Dimartino BoothCEO & Chief Strategist, QI Research | Bullish | interview | Treasury intervention to cap long-end yields signals deepening credit stress, which is a bullish catalyst for… |
| 2026-08-21 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Risk Takers | PBOC balance sheet expansion is the primary driver of gold prices as China devalues the yuan internally… |
| 2026-08-21 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Gold serves as a monetary substitute asset in an environment where real assets and scarcity matter, and… |
| 2026-08-21 | Brent JohnsonCEO, Santiago Capital | Bullish | The Main Street Capitalist™ | Gold holds absolute purchasing power unlike currencies which trade only relative to each other, and its 2019… |
| 2026-08-21 | Lacy HuntChief economist, Hoisington Investment | Bullish | Adam Taggart | Thoughtful Money® | In a prolonged inflationary era driven by capital scarcity, deglobalization, and excessive money supply… |
| 2026-08-21 | David BoothCo-Founder & Executive Chairman, Dimensional Fund Advisors | Bearish | Meb Faber | Gold has returned roughly 5x over the past 45 years while US equities returned over 100x — gold bugs… |
| 2026-08-21 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Rob Wallace | Bitcoin News | PBOC internal liquidity injections are driving gold as Chinese retail investors and the state buy gold as the… |
| 2026-08-20 | Luke GromenMacro strategist — founder, FFTT | Bullish | The Monetary Matters Network | US fiscal math—entitlements, interest, and veterans benefits at 105% of receipts, growing 7.5%/yr against 4%… |
| 2026-08-20 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Tom Bilyeu | Gold earns a modest portfolio allocation as a currency debasement hedge and liquid store of value… |
| 2026-08-20 | Felix QuinnCo-hosts, Forward Guidance (credited together) | Bullish | Forward Guidance | Treasury's fiscal operation twist (buying long-end bonds funded with T-bills) removes duration from the… |
| 2026-08-20 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Geopolitical supply tensions combined with the Treasury debasement regime make the broader metals complex… |
| 2026-08-20 | Brent JohnsonCEO, Santiago Capital | Bullish | Tall Oaks Podcast | Even as the dollar strengthens against foreign currencies, ongoing fiat monetary expansion debases purchasing… |
| 2026-08-20 | Darius DaleFounder & CEO, 42 Macro | Bullish | Macro Voices | Fourth turning dynamics drive dollar debasement and financial repression, with money supply expanding sharply… |
| 2026-08-20 | Luke GromenMacro strategist — founder, FFTT | Bullish | Futures Edge Podcast: Finance Unfiltered | US true interest expense (interest + entitlements + veterans benefits) is already 105% of receipts and… |
| 2026-08-19 | Grant WilliamsFinancial writer & podcast host | Bullish | Wealthion | Currency debasement is structural and irreversible; central banks doubled gold purchases and began… |
| 2026-08-18 | Harry DentAuthor & forecaster, HS Dent | Bearish | Julia La Roche Show | Gold joined the 'everything bubble,' surging from roughly $1,600 to $5,600 — a move faster than stocks — so… |
| 2026-08-15 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | Chinese buying at record levels with physical delivery (gold going into Chinese storage and off the market… |
| 2026-08-14 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Record central-bank gold buying (now largest reserve asset above USD) plus 350% debt-to-GDP and $2T+ US… |
| 2026-08-14 | Luke GromenMacro strategist — founder, FFTT | Bullish | The Meb Faber Show | Hamiltonian economics requires dollar debasement to service 120% debt-to-GDP while holding rates below 4.7%… |
| 2026-08-13 | Jim RickardsAuthor and macro commentator | Bullish | Julia La Roche Show | Central banks are net buyers that put a floor under the price, global mining output has been flat at ~4,000… |
| 2026-08-13 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Macro Voices | China's PBOC is re-expanding liquidity to devalue yuan internally and erode its historic debt burden, and… |
| 2026-08-11 | Brent JohnsonCEO, Santiago Capital | Bullish | Stansberry Research | Gold can appreciate alongside a strong dollar because foreign central bank demand for gold as a reserve… |
| 2026-08-11 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | The Julia La Roche Show | People's Bank of China balance sheet expansion is the marginal driver of gold prices — Chinese retail is… |
| 2026-08-09 | Lyn AldenIndependent macro strategist | Bullish | The Gwart Show | Multi-thousand-year track record as the apex non-sovereign store of value with only ~1.5% annual supply… |
| 2026-08-09 | Brent JohnsonCEO, Santiago Capital | Bullish | Brent Johnson Milkshakes Pod | Investing • Finance | Global debt system will eventually lose control, forcing dollar printing that debases fiat; gold is the… |
| 2026-08-08 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bullish | LifeWorthLiving | A small allocation to precious metals belongs in a diversified portfolio constructed to weather the unwinding… |
| 2026-08-08 | Luke GromenMacro strategist — founder, FFTT | Bullish | The Bullion Brief | US fiscal dominance leaves policymakers only two viable exits — brief hyper-inflation or a dramatic gold… |
| 2026-08-08 | David RosenbergEconomist — Rosenberg Research | Bullish | Excess Returns | Central bank buying has driven a secular bull market in gold since the 1999 Washington Agreement, CB demand… |
| 2026-08-07 | Ed YardeniPresident, Yardeni Research | Bullish | The Compound | Gold is holding technical support at $4,000 after a reasonable correction from its channel high; gold lends… |
| 2026-08-07 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Gold is correctly pricing the policy pivot toward fiscal dominance — Treasury's stimulative interventions… |
| 2026-08-05 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | tastylive | China's PBOC restarted liquidity injection after deliberately pausing March 2 to cool import demand; renewed… |
| 2026-08-04 | Jesse FelderAuthor, The Felder Report | Bullish | Wealthion | Gold has retraced from its overextended early-year high back to fair value implied by real interest rates and… |
| 2026-08-04 | Mickey MainiFounder, Solstice Laboratory | Bullish | Julia La Roche Show | Central banks are continuously buying gold as reinsurance against systemic risk, the gold-to-M2 ratio is at… |
| 2026-08-03 | Luke GromenMacro strategist — founder, FFTT | Bullish | The Master Investor Podcast with Wilfred Frost | China is systematically replacing US Treasuries with gold as the global reserve asset by setting up offshore… |
| 2026-08-03 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | Gold has pulled back to ~$4,000 from a $5,500 peak and technicals show commodities respect chart levels well… |
| 2026-08-01 | Luke GromenMacro strategist — founder, FFTT | Bullish | The Bullion Brief | China is systematically drawing down London and New York physical gold vaults to defend the yuan, and US… |
| 2026-07-31 | Andrew SarnaPortfolio Manager, Forthlane Partners | Bullish | Wealthion | G7 deficits will never be balanced, requiring perpetual money printing that debases fiat currency, while… |
| 2026-07-30 | Ray DalioFounder, Bridgewater Associates | Bullish | The Diary Of A CEO | Gold cannot be printed or cracked by technology, is the only financial asset not someone else's liability… |
| 2026-07-30 | Danielle Dimartino BoothCEO & Chief Strategist, QI Research | Bullish | Julia La Roche Show | High interest rates are continuing to break things in credit markets (bankruptcies at 15-year highs, widening… |
| 2026-07-27 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Foundation for the Study of Cycles (FSC) | Governments globally are monetizing debt to manage refinancing burdens, and gold is the most reliable… |
| 2026-07-25 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | Central banks globally are adding to gold stocks as prices dip, physical delivery constraints cap available… |
| 2026-07-24 | Steven FeldmanCo-Founder & CEO, GBI | Bullish | Wealthion | US debt at $40T is mathematically unsolvable without inflation, which debases the dollar and makes gold—a… |
| 2026-07-23 | Luke GromenMacro strategist — founder, FFTT | Bullish | Macro Voices | Prolonged war is always inflationary and is forcing Western bond markets toward eventual yield curve control… |
| 2026-07-23 | Luke GromenMacro strategist — founder, FFTT | Bullish | Macro Voices | War is always inflationary and this one is lasting longer than expected; China is accelerating yuan trade… |
| 2026-07-21 | Grant WilliamsFinancial writer & podcast host | Bullish | Grant Williams Podcast | Gold is responding to structurally rising US debt, loss of trust between nations, and central bank reserve… |
| 2026-07-17 | Ray DalioFounder, Bridgewater Associates | Bullish | My First Million and Principles by Ray Dalio | Gold deserves a 5-15% strategic allocation in a diversified portfolio as an uncorrelated return stream, with… |
| 2026-07-17 | Mike NovogratzFounder/CEO, Galaxy Digital | Bearish | Prof G Markets | Gold and silver ran up in a speculative bubble driven by macro safe-haven narratives and retail speculation… |
| 2026-07-16 | Mark ThorntonSenior Fellow, Mises Institute | Bullish | Wealthion | Central banks loading on gold while Fed money-supply growth, rising government deficits, and a structurally… |
| 2026-07-15 | Peter BoockvarCIO, OnePoint BFG Wealth Partners | Bullish | Wealthion | Gold's pullback is a technically-driven rest after a straight-line move, driven by temporarily elevated real… |
| 2026-07-10 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | Precious metals and related equities represent only 0.5% of US asset allocations vs. a 40-year median of 2%… |
| 2026-07-10 | Unnamed Speaker | Bullish | Wealthion | Central banks are structurally diversifying reserves into gold — gold has already overtaken the euro and now… |
| 2026-07-10 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Louis-Vincent Gave | The 2022 seizure of Russian sovereign and private assets without legal process broke the West's key… |
| 2026-07-10 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | A single non-stock hedge (gold or crypto) should be included in a five-stock portfolio to provide… |
| 2026-07-09 | Jeff CurrieCommodities strategist (ex-Goldman) | Bullish | Wealthion | Fiat currency debasement since 1971 is forcing central bank reserves to become de facto gold-backed through… |
| 2026-07-09 | Jeff CurrieCommodities strategist (ex-Goldman) | Bullish | Wealthion | Fiat currency debasement since 1971 is structurally eroding confidence in paper money, driving central banks… |
| 2026-07-09 | Grant WilliamsFinancial writer & podcast host | Bullish | Grant Williams Podcast | Runaway US debt ($39T, interest payments heading to $2.1T by 2036) will force a crisis-driven return to a… |
| 2026-07-07 | Adrian ZuercherHead of Global Asset Allocation, UBS Global Wealth Management | Bullish | Bloomberg Television | UBS closed a successful two-year long gold position because near-term drivers are more challenged and the… |
| 2026-07-07 | Meb FaberCo-founder & CIO, Cambria | Bullish | ETF Prime | Real assets serve as portfolio diversifiers when US equities are historically expensive and have already… |
| 2026-07-03 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Real yields appear to be peaking while the re-acceleration and inflation surge tops out, making gold the… |
| 2026-07-03 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | US deficits at 6% of GDP with climbing debt and ongoing issuance manipulation sustain the debasement trade… |
| 2026-07-01 | Ed YardeniPresident, Yardeni Research | Bullish | Soar Financially | Structural central bank demand from non-Western nations diversifying away from USD/EUR reserves after… |
| 2026-06-30 | Danielle Dimartino BoothCEO & Chief Strategist, QI Research | Bullish | Adam Taggart | Thoughtful Money® | Speculative tourists have been shaken out during the consolidation phase, clearing froth, while the Fed's… |
| 2026-06-27 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | Persistent Congressional failure to address the budget deficit ensures the dollar debasement narrative… |
| 2026-06-26 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bullish | CNBC Television | Gold demonstrated genuine store-of-value properties by gaining over the same multi-year period that Bitcoin… |
| 2026-06-26 | Marc FaberEditor, Gloom Boom & Doom Report | Bullish | Wealthion | Measured against gold, the US stock market has been declining since 2000 and nominal gains mask real… |
| 2026-06-26 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | The hawkishness narrative became extremely overcrowded (call skew hit 90th+ percentile), dollar looks toppy… |
| 2026-06-26 | Ryan DetrickChief market strategist, Carson Group | Bearish | The Compound | Rising real yields are a structural headwind for gold, prompting Carson to trim most of its tactical gold… |
| 2026-06-26 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | David Lin | PBOC is re-liquefying after its March pause (driven by Iran tensions), which historically maps one-for-one to… |
| 2026-06-26 | Kathy KriskeyHead of alternatives ETF strategy, Invesco | Bullish | Bloomberg The Close | Structural central bank demand at record levels — 45 surveyed central banks plan to buy more gold and 85%… |
| 2026-06-25 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bullish | The Diary Of A CEO | Precious metals provide diversification and wealth preservation in a bubble environment where US equities… |
| 2026-06-25 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | US fiscal reality (balanced budget impossible, $40T debt, $120T unfunded liabilities, negative real rates)… |
| 2026-06-24 | Marc FaberEditor, Gloom Boom & Doom Report | Bearish | Wealthion | Gold is in a correction phase driven by slowing liquidity growth and the correction may persist through… |
| 2026-06-21 | Lyn AldenIndependent macro strategist | Bullish | David Lin | Gold's 2-year parabolic run removed the asymmetry from the trade; it needs to build a new base before the… |
| 2026-06-20 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | Central banks globally are accumulating gold as a reserve asset with no political connotation and will not… |
| 2026-06-19 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Extreme bearish sentiment positioning — put-to-call skew at 10-year highs and CTA positioning collapsed to… |
| 2026-06-18 | Ed YardeniPresident, Yardeni Research | Bullish | Fox Business | Gold broke below its 200-day moving average, then found technical support at $4,000, which Yardeni reads as a… |
| 2026-06-18 | Henrik ZebergHead Macroeconomist, Swissblock | Bearish | Wealthion | Gold already completed its parabolic 'Eiffel Tower' move driven by inflation narrative; a minor bounce is… |
| 2026-06-16 | Ted OakleyManaging Partner, Oxbow Advisors | Bullish | Julia La Roche Show | Gold miners corrected ~30-35% from early-year highs after being trimmed as too expensive, creating a re-entry… |
| 2026-06-12 | Jim GrantEditor, Grant's Interest Rate Observer | Bullish | Meb Faber | The dollar has been structurally debased to near zero against gold; the Fed is constrained from fighting… |
| 2026-06-12 | Anthony ScaramucciFounder, SkyBridge Capital | Bullish | Wealthion | Politicians avoid taxation by inflating the money supply (the worst form of taxation), and gold alongside… |
| 2026-06-07 | Lyn AldenIndependent macro strategist | Neutral | GoldRepublic Global | Mining stocks ran hard alongside metals and now sit in the same exhausted-asymmetry position as silver — the… |
| 2026-06-06 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | Persistent inflationary wave from Persian Gulf supply disruption will structurally erode fiat purchasing… |
| 2026-06-04 | Steven FeldmanCo-Founder & CEO, GBI | Bullish | Wealthion | Structural US fiscal deterioration — $39 trillion debt, $2 trillion annual deficits, rising interest expense… |
| 2026-06-04 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bearish | Macro Voices | Gold is in a distributive four-month consolidation after a parabolic blowoff, with price action showing every… |
| 2026-06-03 | Ray DalioFounder, Bridgewater Associates | Bullish | Bloomberg Podcasts | Financial repression and bond market dysfunction historically drive capital into gold as bonds become… |
| 2026-06-03 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Wealthion | China's structural need to underpin the yuan with gold collateral and domestic money printing to devalue debt… |
| 2026-06-02 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Julia La Roche Show | US monetary inflation (debt growing 7-8% p.a. per CBO, monetized via bank bill-buying) erodes real wealth and… |
| 2026-06-01 | Nouriel RoubiniEconomist; professor emeritus, NYU Stern | Bullish | SALT | Gold is the only reserve asset that cannot be seized by sanctions (unlike dollar, euro, or yen), and central… |
| 2026-05-30 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | Gold scarcity combined with accelerating central bank reserve buying provides a structural bid that offsets… |
| 2026-05-28 | Erik TownsendHost, MacroVoices podcast | Bearish | Macro Voices | Distributive price action in gold and the broader precious metals complex suggests further downside toward… |
| 2026-05-28 | Michael BurryFounder, Scion Asset Management | Bullish | Cooper Academy | Gold is the durable safe haven when US equities are historically overvalued with no hiding place inside… |
| 2026-05-23 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | Double-digit inflation driven by Gulf War supply disruptions and global central bank rebalancing away from… |
| 2026-05-20 | Jim BiancoMacro strategist — Bianco Research | Neutral | Wealthion | Metals are trading as risk-on speculative assets rather than safe havens because the buyer base is dominated… |
| 2026-05-19 | George NobleFormer Fidelity & hedge fund manager | Bullish | Julia La Roche Show | Fiscal debasement trade will accelerate as governments print money to fund deficits, driving gold higher and… |
| 2026-05-19 | David EinhornFounder, Greenlight Capital | Bullish | TorontoWealthGroup | Long-term structural case remains intact as the US fiscal situation is unsolvable, global monetary policy is… |
| 2026-05-18 | Christine BenzDirector of personal finance & retirement planning, Morningstar | Bullish | Bloomberg The Close | Gold earned positive returns in six of eight recessionary periods examined, with only modest losses in the… |
| 2026-05-05 | Grant WilliamsFinancial writer & podcast host | Bullish | Grant Williams Podcast | Global monetary system is fracturing and trust in the dollar is eroding via sanctions, rising debt, and… |
| 2026-04-29 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | DoubleLine Capital | After a near-vertical rise from ~3,500 to ~5,500, gold is technically exhausted and likely to retrace below… |
| 2026-04-27 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Gold has been a strong total return performer and deserves a permanent seat in diversified portfolios as a… |
| 2026-04-21 | Mark ThorntonSenior Fellow, Mises Institute | Bullish | Julia La Roche Show | Long-run Fed money printing, mounting government debt, and petrodollar unraveling structurally drive gold to… |
| 2026-04-21 | Mark ThorntonSenior Fellow, Mises Institute | Bullish | interview | Fed will be forced to cut rates (not hike) to rescue malinvestment-riddled financial system, accelerating… |
| 2026-04-18 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | Persistent inflation from geopolitical supply disruptions and productive capacity shortages in the mining… |
| 2026-04-17 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Julia La Roche Show | Long-term monetary inflation from sovereign debt that can only be resolved through monetization makes gold a… |
| 2026-04-16 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | interview | Gold has persistent underlying demand in all macro regimes and benefits directly from the negative real yield… |
| 2026-04-16 | Luke GromenMacro strategist — founder, FFTT | Bullish | Macro Voices | Fiscal deficits will force central banks to print money into a commodity and oil spike to cap bond yields… |
| 2026-04-16 | Luke GromenMacro strategist — founder, FFTT | Bullish | Macro Voices | Governments will be forced to print money into a commodity spike to cap bond yields, debasing currency and… |
| 2026-04-14 | Grant WilliamsFinancial writer & podcast host | Bullish | Grant Williams Podcast | World is entering an age of scarcity after decades of abundance, forcing countries to secure domestic… |
| 2026-04-11 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | Global central banks are structurally accumulating gold while deliverable supply is insufficient to meet… |
| 2026-04-11 | Grant WilliamsFinancial writer & podcast host | Bullish | Grant Williams Podcast | Miners are operating in the best margin environment in memory — even stress-testing $150 oil still leaves… |
| 2026-04-10 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | interview | Spot gold is now well above miners' break-even rates making margins absurd, yet miners are trading at a… |
| 2026-04-10 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | interview | Bessant is actively suppressing bond yields via plunge-protection-style swap lines, gold resurfaces every… |
| 2026-04-10 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | interview | Central authorities are manipulating sovereign bond markets globally including the US, gold rears its head… |
| 2026-04-09 | Adam RozencwajgManaging Partner, Goehring & Rozencwajg | Bullish | Macro Voices | Gold's next major leg higher will be driven by a sovereign insolvency trade as heavily indebted governments… |
| 2026-04-08 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | The Bitcoin Layer | China's PBOC is injecting roughly $1 trillion/year of incremental liquidity and monetizing its debt, making… |
| 2026-04-07 | Darrell CronkCIO, Wealth & Investment Mgmt, Wells Fargo; president, WFII | Bullish | Bloomberg Surveillance | Gold offers a high-convexity risk-reward with minimal downside from ~$4,680 and a 12-month price target of… |
| 2026-04-07 | Kate MooreCIO, Citi Wealth | Bullish | Bloomberg Surveillance | Gold provides portfolio balance when long-duration bonds no longer play their traditional uncorrelated role… |
| 2026-04-06 | Bruce MacdonaldCEO & CIO, VCU Investment Management Company | Bullish | Capital Allocators | Gold hedges emerging-market currency risk in their India/Vietnam book and separately benefits from a secular… |
| 2026-04-01 | Lyn AldenIndependent macro strategist | Neutral | What Bitcoin Did | Gold remains a necessary scarce asset to hold against a multi-decade sovereign debt debasement cycle, but the… |
| 2026-03-31 | Lyn AldenIndependent macro strategist | Bullish | The Peter McCormack Show | Gold supply grows at only ~2% per year versus fiat money supply at 7%+ annually, positioning it as a scarcer… |
| 2026-03-31 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | interview | Central banks are rebuilding gold reserves from ~20% toward potentially 50% of reserves (vs. 70% pre-Nixon)… |
| 2026-03-30 | Chris VerroneChief market strategist, Baird Strategas | Bearish | Bloomberg Open Interest | January/February was a blow-off top in gold and silver; at $5,500 gold failed to act as a safe haven and… |
| 2026-03-27 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | Julia La Roche Show | Central bank reserve diversification away from dollars toward gold is structural and ongoing, with central… |
| 2026-03-27 | Zoltan PozsarFounder, Ex Uno Plures; ex-Credit Suisse | Short | Natixis Corporate & Investment Banking | Gold failed to perform as a safe-haven during the Iran war, Turkish and other central banks are monetizing… |
| 2026-03-24 | Andy SchectmanPresident, Miles Franklin (bullion dealer) | Bullish | Lacy Hunt | Physical silver and gold are being accumulated in record quantities (e.g. China importing record silver… |
| 2026-03-24 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | Gold has corrected from nearly $5,500 back to Gundlach's prior year-end target (~$4,000), putting it near the… |
| 2026-03-24 | Phil CamporealeChief investment strategist, J.P. Morgan Wealth Management | Bullish | Bloomberg Open Interest | Gold pulled back from momentum-driven highs (~$5,000 to ~$4,100) and now provides structural portfolio… |
| 2026-03-24 | Que NguyenCIO, equity strategies, Research Affiliates | Neutral | Bloomberg The Close | De-dollarization flows have reversed as the war drives a flight to US safety, likely causing central banks to… |
| 2026-03-20 | Mike WilsonChief US Equity Strategist, Morgan Stanley | Bearish | Meb Faber | After a massive run gold may be relatively overvalued versus stocks, which could now be the better inflation… |
| 2026-03-19 | Brent JohnsonCEO, Santiago Capital | Bullish | Monetary Metals and Brent Johnson Milkshakes Pod | Investing • Finance | A barbell dynamic is concentrating monetary value into gold as secondary fiat currencies get hollowed out by… |
| 2026-03-19 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | TheRoyaltyKing | China's PBOC is systematically injecting liquidity and targeting the yuan gold price via the Shanghai Gold… |
| 2026-03-16 | Jeremy GranthamCo-founder & long-term strategist, GMO | Neutral | LifeWorthLiving | Precious metals lack dividends and practical utility, and Grantham's personal experience with them has been… |
| 2026-03-12 | Erik TownsendHost, MacroVoices podcast | Bullish | Macro Voices | Gold fundamentals remain structurally bullish long-term but near-term forced selling from margin calls in a… |
| 2026-03-12 | Jim BiancoMacro strategist — Bianco Research | Neutral | Macro Voices | Gold's upward momentum stalled after the February reversal and holders are selling large unrealized gains to… |
| 2026-03-12 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Louis-Vincent Gave | Russia asset seizure permanently shifted central banks from net sellers to net buyers of gold (25% of annual… |
| 2026-03-11 | Luke GromenMacro strategist — founder, FFTT | Bullish | interview | Gold miners are still priced as if gold reverts to much lower levels despite gold being headed significantly… |
| 2026-03-10 | Luke GromenMacro strategist — founder, FFTT | Bullish | Goldfinger Capital | US sovereign debt crisis and dollar debasement will force revaluation; foreign-held Treasury to official-gold… |
| 2026-03-10 | Ed YardeniPresident, Yardeni Research | Bullish | Bloomberg Television | Gold is in a secular bull market driven by geopolitical risks (freezing of Russian central bank assets)… |
| 2026-03-05 | David RosenbergEconomist — Rosenberg Research | Bullish | Adam Taggart | Thoughtful Money® | Gold remains a portfolio hedge given macro fragility and fiscal imbalances, though gains have been partially… |
| 2026-03-05 | Brent JohnsonCEO, Santiago Capital | Bullish | Y'all Street | Gold can reach $10,000–$20,000 as a separate battle from the dollar thesis — not mutually exclusive with a… |
| 2026-03-04 | Luke GromenMacro strategist — founder, FFTT | Bullish | The Peter McCormack Show | Sovereign debt is mathematically unrepayable in real terms so governments will print money to service… |
| 2026-03-04 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Louis-Vincent Gave | Steepening yield curve (short rates falling, long rates rising) will weaken USD and push Western savers into… |
| 2026-03-02 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | Central banks are doubling gold reserves from ~15% back toward historical levels, the dollar is in a… |
| 2026-03-02 | Howard MarksCo-chairman, Oaktree Capital | Neutral | Pepperdine University | Gold produces no cash flow and therefore has no analytical framework to determine fair value; its status as a… |
| 2026-03-02 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | 51 Insights | PBOC is injecting ~$1T/year in liquidity to resolve China's debt crisis, and Chinese residents are prohibited… |
| 2026-02-28 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Bullish | Druckenmiller Official | Physical gold (or closest equivalent) preferred over ETF exposure as a multi-year hedge against currency… |
| 2026-02-27 | Aswath DamodaranProfessor of finance, NYU Stern | Bullish | Meb Faber | Gold and silver rose ~70% and ~150% respectively in 2025 even as inflation fell and markets were stable… |
| 2026-02-27 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Bullish | interview | Gold held primarily as a geopolitical hedge rather than a monetary inflation trade, functioning as portfolio… |
| 2026-02-26 | Andy Miles FranklinPresident & CEO, Miles Franklin Precious Metals | Bullish | Lacy Hunt | Central banks globally including Russia, China, India, and Saudi Arabia are accumulating physical gold at… |
| 2026-02-23 | Nassim TalebAuthor; advisor, Universa Investments | Bullish | Bloomberg Television | The US is structurally losing reserve currency status, foreign investors have diminished incentive to hold… |
| 2026-02-19 | Michael EveryGlobal strategist, Rabobank | Bearish | Macro Voices | USD stablecoins backed by T-bills are positioned to displace gold's monetary role by expanding rather than… |
| 2026-02-18 | Mike NovogratzFounder/CEO, Galaxy Digital | Bearish | Anthony Pompliano | Gold appears to have put in a cycle high alongside silver after last year's strong run, making chasing it at… |
| 2026-02-16 | Lyn AldenIndependent macro strategist | Bullish | Bankless | Central banks are structurally diversifying away from US Treasuries due to sanctions/seizure risk, fiscal… |
| 2026-02-11 | Luke GromenMacro strategist — founder, FFTT | Bullish | Wise Metals Investor | Gold is the only asset large enough to serve as a neutral reserve/settlement asset as the US trade deficit… |
| 2026-02-09 | Ray DalioFounder, Bridgewater Associates | Bullish | interview | Rising US debt forces central bank monetization which debases fiat currencies; gold is a non-fiat money with… |
| 2026-02-07 | Cathie WoodCEO & CIO, ARK Invest | Bearish | ARK Invest | Gold has reached historically extreme valuations relative to M2 money supply (exceeding Great Depression… |
| 2026-01-31 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Multi-decade underperformance relative to z-score extremes last seen only once in 75 years, combined with… |
| 2026-01-30 | Russell NapierMarket strategist & financial historian | Bullish | Meb Faber | Gold is pricing in structural monetary regime change — a bifurcating global monetary system, restrictions on… |
| 2026-01-30 | Lyn AldenIndependent macro strategist | Bullish | EVERYDAY FINANCE | Tokenized gold functions as a cross-border gold ETF, opening gold exposure to billions of global investors… |
| 2026-01-29 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | interview | Gold miners are leveraged to the gold thesis of dollar weakness and central-bank credibility loss; he… |
| 2026-01-29 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bullish | Michael Green | China is redirecting trade surpluses away from US Treasuries into gold following Russian reserves… |
| 2026-01-23 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Gold is underowned (most investors at zero allocation vs. a recommended 15%), acts as a dollar alternative… |
| 2026-01-21 | David RosenbergEconomist — Rosenberg Research | Bullish | interview | Gold is the reciprocal of confidence in central banking; as Fed credibility erodes and markets sober up from… |
| 2026-01-21 | Cem KarsanFounder & CIO, Kai Volatility Advisors | Bullish | Forward Guidance | Wartime economy and deglobalization drive secular institutional flight to strategic and hard assets, with… |
| 2026-01-20 | Luke GromenMacro strategist — founder, FFTT | Bullish | Natalie Brunell | Dollar reserve system is structurally shifting away from US Treasuries as the primary global reserve asset… |
| 2026-01-20 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Gold is significantly underowned (most investors hold zero) while structural buyers including Tether and… |
| 2026-01-20 | Lyn AldenIndependent macro strategist | Bullish | interview | Fiscal dominance, geopolitical mayhem across multiple unpredictable hot spots, and the long-term trajectory… |
| 2026-01-16 | Marc FaberEditor, Gloom Boom & Doom Report | Bullish | Meb Faber | Global investors hold only 1-2% of assets in gold, and as money printing continues to debase fiat currencies… |
| 2026-01-14 | Luke GromenMacro strategist — founder, FFTT | Bullish | Joe Burnett | US true interest expense already exceeds 100% of receipts, forcing eventual Fed monetization that debases the… |
| 2026-01-13 | Ed YardeniPresident, Yardeni Research | Bullish | In the Money | Central bank buying post-Russia sanctions removal of FX reserves is a structural bid, now amplified by… |
| 2026-01-12 | Steve Weiss (Short Hills)Founder, Short Hills Capital Partners | Bullish | CNBC Halftime Committee | Bitcoin's store-of-value and inflation-hedge narrative has been disproven, redirecting those flows into gold… |
| 2026-01-12 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Committee | Precious metals are a paid hedge against Fed independence erosion and political instability at a time of… |
| 2026-01-12 | Grant WilliamsFinancial writer & podcast host | Bullish | Grant Williams Podcast | Central banks have been buying ~1,000 tons/year since Russia's sovereign assets were frozen in 2022, the… |
| 2026-01-11 | Grant WilliamsFinancial writer & podcast host | Bullish | Grant Williams Podcast | Governments eroding purchasing power through debt monetization makes gold the optimal long-term wealth… |
| 2026-01-08 | Marc FaberEditor, Gloom Boom & Doom Report | Bullish | Meb Faber | All paper currencies are being debased by central bank money printing, making gold the superior store of… |
| 2026-01-08 | Ray DalioFounder, Bridgewater Associates | Bullish | interview | Central banks are rotating from bonds into gold to escape sanctions risk and dollar debasement; gold is… |
| 2026-01-02 | Ed YardeniPresident, Yardeni Research | Bullish | CNBC Television | Precious metals and materials should continue to perform well given a highly stimulative combination of… |
| 2025-12-31 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Committee | Multi-year bullish bias on precious metals is intact, but elevated near-term volatility and a parabolic… |
| 2025-12-28 | Ben FelixCIO, PWL Capital | Bearish | interview | Gold's long-run expected real return is only ~1% above inflation based on academic research spanning large… |
| 2025-12-27 | Lyn AldenIndependent macro strategist | Bullish | VRIC Media | US equities are highly valued with a tiny dividend yield and are in fiscal dominance conditions similar to… |
| 2025-12-24 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Galaxy | Gold is part of a macro trade driven by dollar weakness, Fed rate cuts, and liquidity injection into the… |
| 2025-12-23 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | Dollar proliferation globally and rising AI-driven demand will keep gold appreciating in USD terms, with a… |
| 2025-12-19 | David RosenbergEconomist — Rosenberg Research | Bullish | Kitco NEWS | Global central banks are structurally reallocating reserves out of USD into bullion, driving demand growth of… |
| 2025-12-17 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Coin Bureau | Central bank and Tether buying are dominating flows into gold, and a dovish Fed with rate cuts creates a… |
| 2025-12-15 | Michael BurryFounder, Scion Asset Management | Bullish | Jim Willie | Holds gold as a long-term store of value given structural US debt concerns, unsustainable entitlement… |
| 2025-12-11 | Luke GromenMacro strategist — founder, FFTT | Bullish | interview | Gold wins in both inflation and deflation because sovereign debt at 120% GDP means any deflationary shock… |
| 2025-12-10 | Lyn AldenIndependent macro strategist | Bullish | interview | Fiscal dominance and structural deficits in developed countries require sustained money-supply growth, and… |
| 2025-12-10 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | Fiscal deficit concerns and future dovish Fed chair will further weaken the dollar, making gold a necessary… |
| 2025-12-08 | Lyn AldenIndependent macro strategist | Bullish | Paul Barron Network | Tokenized gold functions as a cross-border gold ETF giving global users with smartphones access to gold… |
| 2025-12-05 | Lyn AldenIndependent macro strategist | Bullish | interview | Sovereigns are structurally accumulating gold as a neutral reserve asset while net Treasury purchases… |
| 2025-12-04 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bullish | Marko Papic | Gold completed a bullish breakout from a symmetrical triangle with confirming signals from silver breakout… |
| 2025-12-03 | Michael BurryFounder, Scion Asset Management | Bullish | Oksana | Gold is a long-held store of value hedge against institutional pessimism about debt, Fed policy, and currency… |
| 2025-12-02 | Grant WilliamsFinancial writer & podcast host | Bullish | Grant Williams Podcast | Central bank currency debasement systematically destroys purchasing power, trust in fiat currencies and… |
| 2025-11-28 | Russell NapierMarket strategist & financial historian | Bullish | Prime Quadrant | Gold is the only major asset not ultimately backed by government or corporate cash flows, making it the… |
| 2025-11-21 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | interview | Gold has outperformed Bitcoin by roughly 50 percentage points over the past year, signaling the market is… |
| 2025-11-19 | Luke GromenMacro strategist — founder, FFTT | Bullish | Preston Pysh | Sovereigns are structurally rotating from US Treasuries into gold because the 2022 Russian FX sanctions… |
| 2025-11-19 | Lyn AldenIndependent macro strategist | Bullish | interview | Multi-polar world is driving sovereign demand for neutral reserve assets as governments fear confiscation… |
| 2025-11-18 | Lyn AldenIndependent macro strategist | Bullish | interview | Sovereign reaccumulation accelerated post-2022 confiscation-risk wake-up, fiscal dominance keeps the 'nothing… |
| 2025-11-17 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | interview | Gold has matured into a genuine institutional asset class attracting real-money allocation — not just… |
| 2025-11-06 | Aswath DamodaranProfessor of finance, NYU Stern | Bearish | interview | Gold is primarily a collectible whose price is driven by mood and momentum rather than fundamentals, making… |
| 2025-11-03 | Luke GromenMacro strategist — founder, FFTT | Bullish | Bankless | US fiscal dominance forces structural negative real rates, central banks are irreversibly shifting foreign… |
| 2025-11-03 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | interview | Central banks globally have reversed from multi-decade sellers to structural buyers (sold at $300-$1,200… |
| 2025-11-03 | David RosenbergEconomist — Rosenberg Research | Bullish | interview | Global central banks are in a secular reallocation back toward gold — vaults went from over 70% gold… |
| 2025-10-31 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Institutional capital is verifiably reallocating into gold at a global level in a way that is not happening… |
| 2025-10-30 | Ray DalioFounder, Bridgewater Associates | Bullish | Principles by Ray Dalio | When central banks monetize debt by printing money to cover government deficits and suppress rates, gold… |
| 2025-10-30 | Kyla ScanlonEconomic commentator & author; CNN contributor & economic analyst | Bullish | Prof G Pod (Galloway) | China is actively accumulating gold to position itself as an alternative reserve asset store to navigate… |
| 2025-10-29 | Lyn AldenIndependent macro strategist | Bullish | interview | The debasement trade remains structurally intact as fiscal deficits persist and balance sheet expansion… |
| 2025-10-28 | Paul Tudor JonesFounder/CIO, Tudor Investment Corp | Bullish | CNBC Television | Unprecedented combination of loose fiscal policy (6% deficit) and accommodative monetary policy signals an… |
| 2025-10-27 | Trey ReikManaging Director, SEDA Experts | Bullish | Wealthion | Anti-dollar sentiment, US fiscal deficits, and Federal Reserve credibility concerns have simultaneously hit… |
| 2025-10-24 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | China is accumulating gold as a geopolitical shot across the bow at the US, challenging USD reserve status… |
| 2025-10-24 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Gold rallying alongside stocks at all-time highs is a signal that markets believe real rates will be… |
| 2025-10-24 | Ken GriffinFounder & CEO, Citadel | Bullish | Citadel Securities | Central banks, sovereigns, and retail investors are structurally replacing the dollar with gold as the… |
| 2025-10-23 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Global debt trajectory is not improving and there is no plan to pay it down, so central banks and… |
| 2025-10-22 | Luke GromenMacro strategist — founder, FFTT | Bullish | ForexAnalytix | Eastern physical demand is surging (Singapore refiner raised premiums 20% citing outright shortages)… |
| 2025-10-22 | Andy SchectmanPresident, Miles Franklin (bullion dealer) | Bullish | Lacy Hunt | Mainstream Wall Street institutions (Morgan Stanley, Bank of America, Jefferies, Goldman Sachs, Gundlach) are… |
| 2025-10-22 | Mohamed El-ErianChief economic adviser, Allianz | Bullish | Forbes Middle East | Central banks are steady and growing buyers while institutional portfolio allocations are expanding from… |
| 2025-10-22 | Kevin MuirIndependent trader — The Macro Tourist | Bullish | Wealthion | China structurally diversifying reserves into gold after Russia's FX reserves were zeroed remains the primary… |
| 2025-10-21 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Unsustainable global debt loads across the US, Canada, UK, and France make fiat currency debasement… |
| 2025-10-20 | Mohamed El-ErianChief economic adviser, Allianz | Bullish | CNBC Television | Central banks are systematically diversifying away from the dollar into gold, institutional investors are… |
| 2025-10-20 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | Negative real interest rates (10-year pays 4.6% but USD purchasing power declines ~8%/yr), US debt/GDP at… |
| 2025-10-17 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Forward Guidance | Both the US and China are monetizing debt at unprecedented scale, debasing paper money; China is explicitly… |
| 2025-10-17 | Bill Baruch (Blue Line)Founder, Blue Line Capital & Futures | Bullish | The Compound | Persistent central bank accumulation (with China likely understating reserves by ~20%), de-dollarization, and… |
| 2025-10-17 | Gerald CelenteFounder & Publisher, Trends Research Institute / Trends Journal | Bullish | Wealthion | US and global economic decline forces central banks to print unbacked currency, BRICS nations are rejecting… |
| 2025-10-16 | Mohamed El-ErianChief economic adviser, Allianz | Bullish | CNBC Television | Gold is breaking historical correlations and reaching record levels because of deteriorating perceptions of… |
| 2025-10-15 | Luke GromenMacro strategist — founder, FFTT | Bullish | What Bitcoin Did | US debt-to-GDP at 120%+ forces financial repression and dollar debasement; US official gold covers only 11%… |
| 2025-10-14 | Paul Tudor JonesFounder/CIO, Tudor Investment Corp | Bullish | Bloomberg Podcasts | Global fiat debasement is channeling into gold because bond vigilantes are being suppressed by populist… |
| 2025-10-13 | Trey ReikManaging Director, SEDA Experts | Bullish | Wealthion | Declining Fed credibility, anti-US dollar sentiment, and US fiscal deterioration are all simultaneously… |
| 2025-10-10 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Global fiat debt bubble realization is driving a structural rotation into gold as a debasement hedge, and… |
| 2025-10-09 | David MorganPublisher, The Morgan Report | Bullish | Wealthion | Royalty and streaming companies are the optimal equity vehicle for precious metals exposure because they… |
| 2025-10-08 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Wealthion | Exponential debt accumulation forces monetary inflation that debases fiat currency, and gold tracks federal… |
| 2025-10-07 | Trey ReikManaging Director, SEDA Experts | Bullish | Wealthion | Decades-long macro tailwinds — US fiscal deficits, dollar credibility erosion, anti-Fed sentiment — are… |
| 2025-10-06 | Paul Tudor JonesFounder/CIO, Tudor Investment Corp | Bullish | TorontoWealthGroup | Unprecedented combination of loose fiscal policy (6% deficit) and monetary easing creates an inflation story… |
| 2025-10-03 | David EinhornFounder, Greenlight Capital | Bullish | interview | Long-held conviction position as a store of value amid bipartisan fiscal recklessness and the policy of… |
| 2025-10-03 | Scott SchwartzPrincipal, OnePoint BFG Wealth Partners | Bullish | Wealthion | Excess government debt will debase the dollar over time, and gold provides the hard-asset currency hedge that… |
| 2025-10-02 | Pierre LassondeChairman & CEO, Firelight Investments | Bullish | Wealthion | Central banks buying ~1,200 tons/year (a third of new mine production), dollar share of reserves collapsing… |
| 2025-09-30 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Empire | The Fed is cutting into all-time highs in equities, gold, and crypto while the US carries $35T in debt it… |
| 2025-09-30 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Gold is making a catch-up play to the volume of money printed, central banks and institutions are… |
| 2025-09-29 | John WaldieSenior Portfolio Manager, SCP Resource Finance | Bullish | Wealthion | Gold is only in the 'fourth inning' of a bull market with generalist investors barely allocated and earnings… |
| 2025-09-26 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Gold is the cleaner macro hedge because the global monetary system is structurally shifting away from fiat… |
| 2025-09-26 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Structural dollar debasement and declining foreign recycling of USD into US assets forces capital into gold… |
| 2025-09-25 | Lyn AldenIndependent macro strategist | Bullish | Natalie Brunell | Structural fiscal dominance and multi-decade debt monetization will continue to erode purchasing power… |
| 2025-09-24 | Trey ReikManaging Director, SEDA Experts | Bullish | Wealthion | Anti-dollar sentiment, declining Fed credibility, and the US budget deficit are all simultaneously hitting… |
| 2025-09-24 | Alan HibbardPrecious Metals & Alternative Money Specialist, GoldSilver.com | Bullish | Wealthion | Central banks globally are buying gold at record pace to hedge against fiat currency failure and preserve… |
| 2025-09-23 | Grant WilliamsFinancial writer & podcast host | Bullish | Wealthion | Rising US debt will force Fed monetization and debase the dollar, making gold the primary vehicle to preserve… |
| 2025-09-22 | Dylan RiegerYouTube finance commentator | Bullish | Whitney Tilson | Barrick Gold is better valued than most royalty peers and offers more direct leverage to rising gold prices… |
| 2025-09-19 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Every major central bank faces an endgame of printing over fiat currency to sustain nominal growth — Japan… |
| 2025-09-19 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | All central banks are converging on a new mandate of nominal growth through rate suppression and printing… |
| 2025-09-18 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | Gold benefits from a structurally weaker dollar driven by negative real interest rates, fiscal excess, and… |
| 2025-09-17 | Trey ReikManaging Director, SEDA Experts | Bullish | Wealthion | Three converging long-term fundamentals—$2T+ structural US deficits, global central banks rotating from… |
| 2025-09-15 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Raoul Pal The Journey Man | Long-term monetary debasement of the primary global reserve currency drives real assets higher as the… |
| 2025-09-11 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Trump's effective takeover of the Fed via 100+ bps of rate cuts on top of 6%+ fiscal deficits forces fiat… |
| 2025-09-11 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Global sovereign debt is effectively intractable and governments will be forced to inflate it away… |
| 2025-09-10 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Governments cannot service exploding debt without printing money, which continuously debases fiat currencies… |
| 2025-09-09 | Lyn AldenIndependent macro strategist | Bullish | interview | Gold is a hard-money asset with ~1.5% annual dilution that preserves purchasing power in fiscal dominance… |
| 2025-09-09 | Rick RiederCIO of Global Fixed Income, BlackRock | Bullish | CNBC Television | Gold is the superior currency-depreciation hedge given the US debt burden and the need to fund that debt… |
| 2025-09-09 | Larry LepardManaging Partner, EMA2 | Bullish | Wealthion | Gold formed a textbook bull flag at $3,500 implying a $4,000 target; the fundamental driver is the sovereign… |
| 2025-09-07 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Global central banks are ditching and not recycling into US Treasuries while buying gold, real rates are… |
| 2025-09-07 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Gold captures both macro tails simultaneously — fiscal expansion fuels inflationary upside while rate cuts… |
| 2025-09-05 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Negative real rates dynamic in a stagflationary, growth-scare environment makes gold the one asset that… |
| 2025-09-05 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Global debasement playbook is in innings 1-3 with QT still ongoing and QE not yet started, while central… |
| 2025-09-03 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Wealthion | Central banks are buying gold by volume rather than price to diversify from dollars, physical supply is… |
| 2025-09-02 | Alan HibbardPrecious Metals & Alternative Money Specialist, GoldSilver.com | Bullish | Wealthion | Gold is the decentralized monetary foundation suited for capital preservation — particularly for risk-averse… |
| 2025-08-29 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | After years of post-capex-bubble deleveraging, gold miners now have clean balance sheets and strong operating… |
| 2025-08-29 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Capital outflows combined with Fed independence concerns and potential policy error from a September rate cut… |
| 2025-08-27 | Alfonso PeccatielloFounder, The Macro Compass | Bullish | Forward Guidance | Metals are policymaker protest assets that trend when the Fed is politically accommodative and nominal growth… |
| 2025-08-26 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Governments must print money to debase currencies and service unsustainable debt, driving value into scarce… |
| 2025-08-25 | Dave CollumProfessor of Chemistry, Cornell University | Bullish | Wealthion | Persistent inflation running well above official CPI readings, combined with debt-forced Fed impotence, will… |
| 2025-08-21 | Francis HuntFounder, The Market Sniper | Bullish | Wealthion | Gold is in the parabolic third Elliott Wave leg — historically 61.8% larger than the 2000-2011 leg — driven… |
| 2025-08-19 | Larry FinkChairman/CEO, BlackRock | Neutral | Citi | Bitcoin serves as a currency of fear and store of value for people frightened of currency debasement or… |
| 2025-08-18 | Jim BiancoMacro strategist — Bianco Research | Bullish | Wealthion | In a 4-5-6 return world where stocks deliver only ~6% annually and bonds and cash are competitive… |
| 2025-08-14 | Tavi CostaPartner, Crescat Capital | Bullish | Wealthion | Gold's multi-year breakout above a triple-top has confirmed a long-term precious-metals bull trend that… |
| 2025-08-12 | Chris VermeulenFounder & Chief Investment Strategist, The Technical Traders | Bullish | Wealthion | Gold is forming a 2007-style bull flag with 15-20% upside to approximately $4,100, while the same macro setup… |
| 2025-08-10 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Ongoing tariff uncertainty has baked in a risk premium that persists regardless of outcome — and if tariffs… |
| 2025-08-08 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Financial repression forces fiat debasement and central banks continue buying gold, while ETF investment… |
| 2025-08-07 | Edward ChancellorColumnist, Reuters Breakingviews | Bullish | Hidden Forces | Debt supercycle end forces central bank monetization and currency debasement, triggering a flight into real… |
| 2025-07-31 | Rudi FronkChairman & CEO, Seabridge Gold | Bullish | Wealthion | Gold is re-entering the global financial system meaningfully as central banks buy while the West remains… |
| 2025-07-31 | Robert QuartermainCo-Chair & Director, Dakota Gold Corp | Bullish | Wealthion | Central bank buying, gold's growing industrial role in AI server farms and electronics (nearly 10% of… |
| 2025-07-30 | Brent DonnellyPresident, Spectra Markets | Bearish | Forward Guidance | Gold was priced for extreme US policy failure scenarios — no coupon issuance, immediate aggressive Fed cuts —… |
| 2025-07-30 | Joseph WangCIO, Monetary Macro | Bullish | Forward Guidance | Policy-induced economic slowdown, eventual shift to easier monetary policy under a Trump-aligned Fed, and… |
| 2025-07-24 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Bullish | interview | Global monetary policy is too loose because every nation suppresses their own currency to avoid appreciation… |
| 2025-07-22 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | US dollar is on track to lose 75% of purchasing power over the next decade—mirroring the 1970s—due to… |
| 2025-07-21 | Gerald CelenteFounder & Publisher, Trends Research Institute / Trends Journal | Bullish | Wealthion | Global recession, bank failures from CRE defaults, dollar debasement, and BRICS de-dollarization all drive… |
| 2025-07-21 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Precious metals rise when governments print money and devalue currencies; with sovereign debt levels globally… |
| 2025-07-17 | Grant WilliamsFinancial writer & podcast host | Bullish | Wealthion | The 2022 US Treasury freeze of Russian central bank assets broke the sanctity of dollar reserves for every… |
| 2025-07-17 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | US dollar will lose 75% of purchasing power over the next decade (analog to 1970s negative real rates and… |
| 2025-07-17 | Peter GrosskopfChairman, SCP Resource Finance; former CEO, Sprott | Bullish | Wealthion | Central banks, individual investors, and pension consultants are all increasing gold allocations as the only… |
| 2025-07-14 | E B TuckerFounder & Editor, The Tucker Letter | Bullish | Wealthion | The permanently-expanding financialized monetary system debases currencies over time, making physical gold an… |
| 2025-07-11 | Ryan DetrickChief market strategist, Carson Group | Bullish | The Compound | Small allocation to gold as a tail-risk hedge within a diversified portfolio that is otherwise overweight… |
| 2025-07-10 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Neutral | Forward Guidance | Gold does its job as a stable currency but only flatlines versus debasement — it produces nominal gains that… |
| 2025-07-10 | Marc FaberEditor, Gloom Boom & Doom Report | Bullish | Wealthion | The dollar's purchasing power has collapsed from $35/oz in 1970 to $3,300 now and will accelerate further… |
| 2025-07-09 | Julien BittelHead of Macro Research, Global Macro Investor | Neutral | Forward Guidance | Gold tracks real-time financial conditions and preserves nominal purchasing power but does not compound it… |
| 2025-07-07 | Unknown | Bullish | Wealthion | Pan Global Metals holds two copper-gold porphyry projects adjacent to giant deposits (El Pachon, Altar) in… |
| 2025-07-02 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Fiat currencies globally—not just USD but also CAD and EUR—face structural pressure from debt levels that are… |
| 2025-07-02 | Marko PapicGeopolitical macro strategist | Bullish | Wealthion | Dollar weakness and the extreme overvaluation of financial assets relative to real assets makes gold a valid… |
| 2025-07-01 | Michael OliverFounder, Momentum Structural Analysis | Bullish | Wealthion | Miners are technically at the breakout point of their trend of relative underperformance versus gold, and… |
| 2025-06-30 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Government spending, growing deficits, and money printing are structural tailwinds for precious metals, and… |
| 2025-06-26 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | Gold is a foundational store of value that every investor should hold as part of a diversified portfolio… |
| 2025-06-25 | Steve HankeProfessor of Applied Economics, Johns Hopkins University | Bullish | Wealthion | Anemic money supply growth, regime uncertainty, and fiscal expansion create a sustained debasement… |
| 2025-06-24 | Simon HuntFounder, Simon Hunt Strategic Services | Bullish | Wealthion | BRICS nations are building a gold-backed currency system via Shanghai gold exchange vaults in member… |
| 2025-06-20 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | US exceptionalism flows are reversing, the dollar faces structural depreciation pressure, and gold is one of… |
| 2025-06-20 | Joseph WangCIO, Monetary Macro | Bullish | Forward Guidance | Dollar reserve-currency status is being structurally weakened by large fiscal deficits and policies… |
| 2025-06-19 | Chris CaseyManaging Director, WindRock Wealth Management | Bullish | Wealthion | US fiscal crisis and inevitable dollar debasement (the only way to handle $37T in unrepayable debt) will… |
| 2025-06-18 | Nassim TalebAuthor; advisor, Universa Investments | Bullish | Bloomberg Podcasts | Central banks globally are accumulating gold as a reserve asset because the dollar is losing its status as a… |
| 2025-06-14 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Positioning has declined significantly during the consolidation period while fundamentals remain strong, with… |
| 2025-06-14 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | The 40-year Asian dollar-recycling carry trade is unwinding — as 7.5 trillion in Asian-held US assets… |
| 2025-06-11 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | Bloomberg Podcasts | Gold has replaced long-duration Treasuries as the flight-to-quality asset, central banks have re-accumulated… |
| 2025-06-11 | Paul Tudor JonesFounder/CIO, Tudor Investment Corp | Bullish | Bloomberg Podcasts | Fiscally-constrained governments will be forced to run negative real rates and hot inflation to escape the… |
| 2025-06-11 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | US will repeat the 1970s 'dishonest default' by inflating away 75% of the dollar's purchasing power, driving… |
| 2025-06-10 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Wealthion | Governments monetizing deficits by funding at the short end of the curve and having banks buy bills expands… |
| 2025-06-09 | David RosenbergEconomist — Rosenberg Research | Bullish | Wealthion | Gold's value is inversely proportional to certainty; with global fiscal deficits normalizing at emergency… |
| 2025-06-09 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Governments globally are still spending 50% more than pre-COVID with no meaningful cuts, normalizing fiscal… |
| 2025-06-06 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | A stagflationary macro backdrop — inflation bottoming while growth slows and the Fed is trapped —… |
| 2025-06-06 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Gold is rallying because the bond market is finally pricing in US fiscal deficit expansion — not because of… |
| 2025-06-04 | David EinhornFounder, Greenlight Capital | Bullish | David Rubenstein | US monetary and fiscal policies are fundamentally inflationary and structurally unsound, which will continue… |
| 2025-06-04 | Lobo TiggreFounder & Editor, IndependentSpeculator.com | Bullish | Wealthion | Dollar debasement tracked by >90% correlation to M2 growth, fiscal dominance thesis (perpetual multi-trillion… |
| 2025-05-31 | Lyn AldenIndependent macro strategist | Bullish | interview | Gold has decoupled from its historical inverse relationship with real Treasury yields since 2022 — soaring… |
| 2025-05-29 | Francis HuntFounder, The Market Sniper | Bullish | Wealthion | In a reserve asset crisis where bonds lose credibility, gold is the primary alternative reserve asset and… |
| 2025-05-28 | David CervantesFounder, Pinebrook Capital Management | Bullish | Forward Guidance | Aggressive central bank buying (particularly China) underpins a secular gold bull, and broken stock-bond… |
| 2025-05-27 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Stocks and bonds are richly valued after decades of money printing and face a potential multi-year… |
| 2025-05-24 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | Accelerating US debt spiral and potential Fed monetization (buying bonds to cap yields) will debase the… |
| 2025-05-23 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Gold provides a safe haven through any near-term liquidity fragility event while sharing the same long-term… |
| 2025-05-23 | Richard BernsteinGlobal Head of Macro & Customized Investing, Janus Henderson (founder, Richard Bernstein Advisors) | Bullish | The Compound | Gold tracks the NFIB uncertainty index tightly over the past decade, making it the best portfolio ballast… |
| 2025-05-21 | David HunterChief Macro Strategist, Contrarian Macro Advisors | Bullish | Wealthion | Fed monetary easing cycle plus structural dollar debasement supports gold to $4,000; Hunter has been a… |
| 2025-05-20 | Ronnie StoeferleManaging Partner, Incrementum AG | Bullish | Wealthion | Gold is in the second (public participation) phase of a secular bull market driven by loss of trust in US… |
| 2025-05-19 | Jim RogersChairman, Rogers Holdings | Bullish | Wealthion | Escalating global debt and monetary debasement make gold essential for wealth preservation in the 21st… |
| 2025-05-17 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Global collateral is being re-evaluated as the US net international investment position deteriorates to… |
| 2025-05-15 | Luke GromenMacro strategist — founder, FFTT | Bullish | Forward Guidance | US fiscal crisis forces dollar devaluation and debt-to-GDP reset, making gold the neutral reserve asset in a… |
| 2025-05-15 | Russell NapierMarket strategist & financial historian | Bullish | Hidden Forces | Central banks and sovereigns are steadily accumulating gold to build credibility for a new ex-China monetary… |
| 2025-05-15 | David WargoCEO & Head of Investment Banking, SCP Resource Finance | Bullish | Wealthion | Deliberate US dollar weakening policy and a currency war with China create a secular USD depreciation trend… |
| 2025-05-14 | David EinhornFounder, Greenlight Capital | Bullish | CNBC Television | US fiscal and monetary policy are structurally too aggressive with no bipartisan will to fix the deficit… |
| 2025-05-14 | Luke GromenMacro strategist — founder, FFTT | Bullish | Forward Guidance | The US cannot afford positive real interest rates given its debt load, so negative real rates and eventual… |
| 2025-05-14 | Tavi CostaPartner, Crescat Capital | Bullish | Wealthion | Central banks are being forced to accumulate gold due to deglobalization, US debt imbalances require… |
| 2025-05-09 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bearish | Forward Guidance | Gold front-ran global liquidity expectations significantly and now needs to reprice lower as the China… |
| 2025-05-08 | Nouriel RoubiniEconomist; professor emeritus, NYU Stern | Bullish | Bloomberg Television | US rivals like China must diversify away from Treasuries but cannot buy RMB, yen, or euro without self-harm… |
| 2025-04-25 | Rebecca Patterson (strategist, ex-Bridgewater)Former chief strategist, Bridgewater | Bullish | The Compound | Central bank reserve diversification away from US assets (accelerating since Russia sanctions froze reserves… |
| 2025-04-25 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Bond curve steepening and broad fiat debasement across all currencies erode real purchasing power, creating a… |
| 2025-04-23 | Jesse FelderAuthor, The Felder Report | Bullish | Wealthion | Gold is signaling a fundamental regime change and a multi-year dollar bear market; the long-term target is… |
| 2025-04-23 | Arthur HayesCIO, Maelstrom | Bullish | Forward Guidance | Russia asset seizure in 2022 permanently repriced counterparty risk on Treasuries, driving central banks in… |
| 2025-04-23 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | All major paper currencies — USD, euro, yen — face long-term debasement as governments globally expand debt… |
| 2025-04-22 | Diego ParrillaCIO, Quadriga Asset Managers | Bullish | Wealthion | Structural monetary inflation driven by debt monetization and the coming adoption of yield curve control will… |
| 2025-04-21 | Adrian DayChairman & CEO, Adrian Day Asset Management | Bullish | Wealthion | Structural buyers — central banks diversifying away from dollar-weaponization risk, Chinese consumers, and… |
| 2025-04-17 | Paulo MacroIndependent macro investor & Substack writer | Bullish | Hidden Forces | With US Treasuries and the dollar losing their crisis safe-haven function for the first time in decades… |
| 2025-04-16 | Mel MattisonAuthor & financial services veteran | Bullish | Forward Guidance | Sovereign debt bubble globally leaves only two exits — collapse or inflation — and policymakers will choose… |
| 2025-04-16 | Ed YardeniPresident, Yardeni Research | Bullish | Wealthion | After the US froze Russia's assets, central banks in adversarial nations (China, Russia, Iran, Venezuela)… |
| 2025-04-15 | Jim BiancoMacro strategist — Bianco Research | Bullish | Wealthion | Gold has clear price momentum and benefits from dollar debasement, the US fiscal trajectory requiring… |
| 2025-04-14 | Larry LepardManaging Partner, EMA2 | Bullish | Wealthion | US federal interest expense has grown 4.7x to a $1.4T run rate, the Fed was forced to print 2x more money in… |
| 2025-04-14 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | In an elevated volatility regime where the Fed may be forced to intervene, gold offers high risk-reward… |
| 2025-04-14 | Rudi FronkChairman & CEO, Seabridge Gold | Bullish | Wealthion | Major gold miners have serially destroyed shareholder value through capital misallocation—buying projects at… |
| 2025-04-14 | Jim GrantEditor, Grant's Interest Rate Observer | Bullish | Wealthion | The elegant gold standard has been replaced by an inelegant 'PhD standard' of academic central… |
| 2025-04-13 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Louis-Vincent Gave | Central banks have become price-insensitive structural buyers of gold as a direct consequence of US dollar… |
| 2025-04-10 | Julien GarranPartner, The MacroStrategy Partnership | Bullish | Wealthion | In the early stages of a reflationary cycle driven by Fed easing and dollar weakness, precious metals are… |
| 2025-04-09 | Darius DaleFounder & CEO, 42 Macro | Bullish | Forward Guidance | The Fed will be forced into QE to plug the global debt refinancing air pocket and offset the growth shock… |
| 2025-04-08 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Physical gold and silver held in a vault outside the banking system are one of the few assets with zero… |
| 2025-04-07 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Global debt unsustainability, Basel III elevating gold to Tier 1 bank asset, and central bank accumulation… |
| 2025-04-07 | Trey ReikManaging Director, SEDA Experts | Bullish | Wealthion | Large-cap gold majors struggle to replace reserves at scale, making the middle part of the market structure… |
| 2025-04-04 | Tony GreerFounder, TG Macro | Bearish | Forward Guidance | Gold at $3,100 is showing a sentiment extreme — mainstream media is publishing beginner guides to buying gold… |
| 2025-04-02 | Larry McdonaldFounder, The Bear Traps Report | Bullish | Wealthion | In a stagflationary regime analogous to 1968-81, gold and commodity producers dramatically outperformed… |
| 2025-04-02 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Forward Guidance | China must devalue paper money against a real asset to escape debt deflation — the yuan gold price needs to… |
| 2025-03-31 | Michael GayedPublisher, The Lead-Lag Report | Bearish | Wealthion | Gold has built genuine euphoria after an extended run and the disposition effect will force investors to sell… |
| 2025-03-27 | Nomi PrinsFounder, Prinsights Global | Bullish | Wealthion | Confluence of central bank diversification away from USD, inflation hedging demand, geopolitical uncertainty… |
| 2025-03-26 | Trey ReikManaging Director, SEDA Experts | Bearish | Wealthion | Major gold miners exhibit negative survivorship bias—share counts have doubled over 15 years via acquisitions… |
| 2025-03-25 | Lakshman AchuthanCo-founder & COO, ECRI | Bullish | Wealthion | ECRI's Future Inflation Gauge is sticky and popping back up, and gold serves double duty as an inflation… |
| 2025-03-25 | Danielle Dimartino BoothCEO & Chief Strategist, QI Research | Bullish | interview | Geopolitical tensions, ongoing financial system dislocation, and central bank accumulation (especially… |
| 2025-03-21 | Barry RitholtzCo-Founder & CIO, Ritholtz Wealth Management | Neutral | Wealthion | Gold is a productive trade for momentum/trend followers but not a long-term investment because it has no… |
| 2025-03-20 | Mohamed El-ErianChief economic adviser, Allianz | Bullish | Forward Guidance | Central banks are consistently buying gold to diversify reserve holdings away from the dollar, a structural… |
| 2025-03-13 | Paul DietrichChief investment strategist, Wedbush Securities | Bullish | Fox Claman Countdown | Gold is part of his defensive repositioning out of equities as the economy heads into a recession-like… |
| 2025-03-13 | David IbenCIO, Kopernik Global Investors | Bullish | Wealthion | Chronic $2 trillion US deficits and global fiscal excess will ultimately require monetization, debasing fiat… |
| 2025-03-12 | Alan HibbardPrecious Metals & Alternative Money Specialist, GoldSilver.com | Bullish | Wealthion | Sustained negative real interest rates (same driver as the 1970s bull market) combined with central-bank net… |
| 2025-03-11 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | US government net obligations exceed $130T against $141T private net worth while the real purchasing power… |
| 2025-03-07 | Steve HankeProfessor of Applied Economics, Johns Hopkins University | Bullish | Wealthion | Gold is in a sustained bull market with no signs of reversal, driven by monetary instability and ongoing… |
| 2025-03-05 | Jeff deGraafFounder & Chairman, Renaissance Macro Research | Bullish | Forward Guidance | Gold is being driven by global de-dollarization as Russia and China diversify away from dollar reserves… |
| 2025-02-28 | Cem KarsanFounder & CIO, Kai Volatility Advisors | Bullish | Forward Guidance | Secular monetary debasement and rising inflation make gold a 10–15 year winner analogous to 1968–82, but… |
| 2025-02-26 | Andy LeesFounder, Macrostrategy Partnership | Bullish | Wealthion | Structural money printing required to socialize capital misallocation under big-government regimes makes gold… |
| 2025-02-22 | Peter BoockvarCIO, OnePoint BFG Wealth Partners | Bullish | Wealthion | Non-Western central banks are accumulating gold as a sanction-proof reserve asset following the freezing of… |
| 2025-02-21 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | In an environment of unsustainable global debt, fiscal deficits, and uncertain real rates, hard monetary… |
| 2025-02-20 | Jim GrantEditor, Grant's Interest Rate Observer | Bullish | Wealthion | Fed credibility is structurally impaired (operating losses $200B, transitory blunder) and US public credit is… |
| 2025-02-19 | Jim GrantEditor, Grant's Interest Rate Observer | Bullish | Wealthion | Gold functions as monetary asset and real money during monetary disorder arising from a decade-plus of… |
| 2025-02-18 | Kevin MuirIndependent trader — The Macro Tourist | Bullish | Wealthion | PBOC and global central banks are in a secular, permanent shift from US Treasuries into gold after Russia… |
| 2025-02-14 | Rebecca Patterson (strategist, ex-Bridgewater)Former chief strategist, Bridgewater | Bullish | CNBC Fast Money Final Trade | Gold via GLD serves as a diversifier and alternative to Bitcoin for portfolio balance |
| 2025-02-14 | Marc FaberEditor, Gloom Boom & Doom Report | Bullish | Wealthion | Physical precious metals are the superior store of value versus fiat and crypto when central banks… |
| 2025-02-13 | Nouriel RoubiniEconomist; professor emeritus, NYU Stern | Bullish | Adam Taggart | Thoughtful Money® | Gold hedges against inflation, fiat currency debasement, de-dollarization risk, and geopolitical instability… |
| 2025-02-12 | Larry LepardManaging Partner, EMA2 | Bullish | Wealthion | Gold is the analog sound money hedge to US sovereign debt crisis; the bond market is already signaling system… |
| 2025-02-12 | Andreas Steno LarsenFounder & CEO, Steno Research | Bullish | Forward Guidance | Western tariff front-running is driving unprecedented physical gold imports into the US comex, a demand… |
| 2025-02-11 | Michael OliverFounder, Momentum Structural Analysis | Bullish | Wealthion | Gold has matched the two prior bull cycles—each an ~8-fold move—and a third repetition from the $1,050 bare… |
| 2025-02-08 | Peter BoockvarCIO, OnePoint BFG Wealth Partners | Bullish | Wealthion | Non-US central bank demand for gold is structurally strong and persistent, driving appreciation against the… |
| 2025-02-07 | David RosenbergEconomist — Rosenberg Research | Bullish | Wealthion | Gold is trading as a currency rather than a commodity — no government's liability — and gains in every… |
| 2025-02-06 | Dr Udo AmendFounder, Amend Finance | Bullish | Wealthion | Global debt at $320T vs $100T GDP means debts cannot be repaid and must be inflated away at ~10%/yr… |
| 2025-02-06 | Ray DalioFounder, Bridgewater Associates | Bullish | Peter H. Diamandis | Central banks accumulate gold during geopolitical conflict because it is the only asset that is not someone… |
| 2025-02-05 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | All fiat currencies are debasing under unsustainable global debt loads, BRICS central banks are accumulating… |
| 2025-02-04 | Tony GreerFounder, TG Macro | Bullish | Wealthion | Post-COVID money-supply doubling has permanently debased the dollar, driving persistent consumer price… |
| 2025-01-31 | Simon HuntFounder, Simon Hunt Strategic Services | Bullish | Wealthion | Central banks are diversifying out of dollars into physical gold, China's citizens and ministries hold… |
| 2025-01-28 | Ray DalioFounder, Bridgewater Associates | Bullish | interview | Rising US debt forces Fed monetization and dollar debasement, making gold the purest internationally mobile… |
| 2025-01-27 | Charles HeenanInvestment Director, Kennox Asset Management | Bullish | Hidden Forces | Counter-cyclical store of value that rises when geopolitical and financial system stress peaks — held as… |
| 2025-01-25 | Bob ElliottCEO & CIO, Unlimited Funds | Bullish | The Compound | Structural central bank demand to reduce dollar dependence (post-Russia sanctions) plus Chinese retail buying… |
| 2025-01-23 | Lyn AldenIndependent macro strategist | Bullish | Forward Guidance | Sovereign de-dollarization at the margins drives central bank demand for gold as the primary neutral reserve… |
| 2025-01-22 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Wealthion | Gold tracks US government debt almost 1:1 over the long term with a 1.4–1.5x liquidity multiplier; as… |
| 2025-01-17 | Jc ParetsFounder & Chief Market Strategist, All Star Charts | Bullish | The Compound | Gold is the best-performing asset of the 21st century and remains in a secular bull market driven by… |
| 2025-01-16 | Daniel LacalleChief Economist & CIO, Tressis | Bullish | Wealthion | Persistent government overspending debases currency purchasing power; gold is the core defensive allocation… |
| 2025-01-15 | Chris VermeulenFounder & Chief Investment Strategist, The Technical Traders | Bullish | Wealthion | Gold hit its 100% Fibonacci measured-move target so the main run is complete and they closed their GLD… |
| 2025-01-15 | Warren PiesCo-founder, 3Fourteen Research | Bullish | Forward Guidance | Gold is rallying despite dollar strength and rising real yields—a hallmark of secular bull markets—and should… |
| 2025-01-14 | Chris CaseyManaging Director, WindRock Wealth Management | Bullish | Wealthion | US debt solvency crisis and inevitable dollar debasement from Fed monetization make gold the primary… |
| 2025-01-09 | Mohamed El-ErianChief economic adviser, Allianz | Bullish | Walker & Dunlop | Central banks have been buying gold at multi-decade record rates as they slowly diversify away from the… |
| 2025-01-09 | Kenny PolcariChief market strategist, SlateStone Wealth | Bullish | Wealthion | Gold is a structural store-of-value that belongs in every portfolio as a permanent hold, and recent… |
| 2025-01-06 | Zoltan PozsarFounder, Ex Uno Plures; ex-Credit Suisse | Bullish | Ztrader Dorian | Central banks are accelerating gold accumulation as a reserve asset because geopolitical risks, dollar… |
| 2025-01-04 | Zoltan PozsarFounder, Ex Uno Plures; ex-Credit Suisse | Bullish | Ztrader Dorian | Gold will play an increased role in the monetary system as inflation remains structurally sticky and… |
| 2025-01-04 | Dorian ZtraderHost, Ztrader YouTube channel | Bullish | Zoltan Pozsar | Persistently sticky inflation, driven by geopolitical conflict and structural supply-side pressures, makes… |
| 2025-01-02 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Institutional distrust, sovereign de-dollarisation, runaway government deficits globally, and persistent… |
| 2025-01-01 | Luke GromenMacro strategist — founder, FFTT | Bullish | Preston Pysh | Central banks have been buying 1,000 tons of gold per year since Russian FX reserve sanctions in 2022, and as… |
| 2025-01-01 | Lyn AldenIndependent macro strategist | Bullish | Wealthion | Foreign central bank and foreign private-sector buying (not ETF-driven) is the primary engine behind gold's… |
| 2024-12-31 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Equity markets are complacent after 14-15 years of a bull bias; a 18%+ precious metals and commodities… |
| 2024-12-30 | Peter SchiffCEO & Chief Global Strategist, Euro Pacific Capital | Bullish | Wealthion | Gold has unique physical utility no other metal or asset replicates, while the macro backdrop of Fed… |
| 2024-12-26 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Wealthion | Global debt growing at 8% per annum requires matching liquidity growth which drives monetary inflation; gold… |
| 2024-12-25 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | Gold has compounded at ~8%/yr for 24 years as a purchasing-power preserver, and political pressure on the Fed… |
| 2024-12-25 | Jim RickardsAuthor and macro commentator | Bullish | Wealthion | Central banks and sovereign finance ministers are losing confidence in all four major Western government bond… |
| 2024-12-24 | Lobo TiggreFounder & Editor, IndependentSpeculator.com | Bullish | Wealthion | Recession onset, Fed rate cuts, and renewed money-printing/fiscal stimulus are the conditions Tiggre called… |
| 2024-12-19 | E J AntoniChief Economist, Heritage Foundation | Bullish | Wealthion | Sustained inflation above 2% (now implicitly targeting 3%), dollar debasement of 20% in under four years, and… |
| 2024-12-17 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | Future Proof | Gold is rising not for cyclical economic reasons but because investors globally have lost trust in… |
| 2024-12-12 | Jesse FelderAuthor, The Felder Report | Bullish | Wealthion | Gold is already outperforming the S&P 500 in 2024 and is the primary beneficiary of a weakening dollar cycle… |
| 2024-12-09 | Peter SchiffCEO & Chief Global Strategist, Euro Pacific Capital | Bullish | Wealthion | Trump's fiscal agenda will produce larger deficits via approved tax cuts and undelivered spending reductions… |
| 2024-12-07 | Lobo TiggreFounder & Editor, IndependentSpeculator.com | Bullish | Wealthion | Gold was his highest-conviction trade for 2024 and remains intact — dollar weaponization, BRICS dynamics, and… |
| 2024-12-06 | Peter SchiffCEO & Chief Global Strategist, Euro Pacific Capital | Bullish | Wealthion | Persistent US debt monetization and inevitable return to QE will debase the dollar and all fiat currencies… |
| 2024-12-04 | Lobo TiggreFounder & Editor, IndependentSpeculator.com | Bullish | Wealthion | Gold remains supported by central bank buying, potential stagflation from Fed cutting into sticky inflation… |
| 2024-11-29 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Wealthion | Gold is a historically validated inflation hedge and also performed well during election-outcome uncertainty… |
| 2024-11-27 | Nouriel RoubiniEconomist; professor emeritus, NYU Stern | Bullish | Bloomberg Podcasts | Structural central-bank diversification away from the dollar (driven by dollar weaponization for sanctions)… |
| 2024-11-27 | Ron WilliamFounder & Market Strategist, RW Advisory | Bullish | Wealthion | Gold's post-election dip is a buy opportunity driven by structural inflation resurgence (1970s analog)… |
| 2024-11-25 | Lyn AldenIndependent macro strategist | Bullish | Dx Driving | Gold serves as a lower-volatility portfolio diversifier that can replace bonds, and also functions as… |
| 2024-11-22 | Lyn AldenIndependent macro strategist | Bullish | Dx Driving | Central banks globally have been re-accumulating and repatriating gold since 2009 as a harder asset… |
| 2024-11-22 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Wealthion | Structural monetary debasement is locked in because sovereign debt interest must continually be serviced… |
| 2024-11-19 | Gordon JohnsonFounder & CEO, GLJ Research | Bullish | Wealthion | Fed monetary expansion with M2 velocity returning positive will reignite inflation, making hard assets the… |
| 2024-11-16 | Bob ElliottCEO & CIO, Unlimited Funds | Bullish | Wealthion | Overly easy monetary policy favors gold relative to bonds, and most traditional 60/40 portfolios with zero… |
| 2024-11-15 | David RosenbergEconomist — Rosenberg Research | Bullish | Wealthion | Gold is valued by trust (1/T), making it the primary hedge against global instability, partial… |
| 2024-11-13 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Structural fiscal deficits, money printing, and persistent inflation make gold and silver essential portfolio… |
| 2024-11-12 | Bob ElliottCEO & CIO, Unlimited Funds | Bullish | Wealthion | Gold ownership is extremely low (~1% of advisor portfolios) while the monetary gold market is tiny relative… |
| 2024-11-12 | Steven FeldmanCo-Founder & CEO, GBI | Bullish | Wealthion | Rising interest rates increase US government interest outlays, making it a structurally worse credit and… |
| 2024-11-11 | Luke GromenMacro strategist — founder, FFTT | Bullish | ForexAnalytix | US debt-driven financial repression and Trump's structural need for a weaker dollar will debase fiat… |
| 2024-11-09 | John CiampagliaCEO, Sprott Asset Management | Bullish | Wealthion | Central banks across multiple countries (China, India, Singapore, Turkey, Poland) are structurally shifting… |
| 2024-11-07 | John CiampagliaCEO, Sprott Asset Management | Bullish | Wealthion | Central banks globally are durably shifting FX reserves from USD/Treasuries into gold over a multi-decade… |
| 2024-11-06 | Chris CaseyManaging Director, WindRock Wealth Management | Bullish | Wealthion | Unsustainable US debt will eventually force Fed monetization and inflation, making precious metals classic… |
| 2024-11-04 | Scott BessentSecretary of the Treasury, U.S. Department of the Treasury | Bullish | Capital Allocators | Structural central bank reserve accumulation globally — including Poland announcing a target of 20% gold… |
| 2024-11-02 | Chris ManciniAnalyst, Gabelli Funds | Bullish | Wealthion | Fed rate cuts are reversing gold ETF outflows into inflows, which drive physical gold purchases… |
| 2024-11-01 | Marko PapicGeopolitical macro strategist | Bullish | Lead-Lag Media | Gold is pricing in fiscal dominance risks and long-term inflation staying above central bank mandates, while… |
| 2024-10-29 | Jurrien TimmerDirector of Global Macro, Fidelity Investments | Bullish | Forward Guidance | Falling real yields and rising global money supply growth — amplified by Fed cuts, China stimulus, and… |
| 2024-10-28 | Nick ColasCo-Founder, DataTrek Research | Bullish | The Compound | Non-US central banks have doubled their share of annual gold production purchases (from ~10% to >20%) as a… |
| 2024-10-26 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | Gold is likely headed to $9,000-10,000 as political pressure on the Fed to cut rates is effectively dollar… |
| 2024-10-26 | Jim RogersChairman, Rogers Holdings | Bullish | Wealthion | Gold is a permanent insurance holding because in times of global turmoil people universally turn to it for… |
| 2024-10-25 | Jim RogersChairman, Rogers Holdings | Bullish | Wealthion | Gold functions as insurance against global turmoil and currency instability because people historically turn… |
| 2024-10-24 | Larry McdonaldFounder, The Bear Traps Report | Bullish | Wealthion | The gold-miners-to-metal ratio is beginning to break out after years of underperformance, marking early… |
| 2024-10-24 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Sustained money printing, an overvalued equity market, political instability, and a potential multi-decade… |
| 2024-10-23 | Paul Tudor JonesFounder/CIO, Tudor Investment Corp | Bullish | TorontoWealthGroup | Repositioning toward inflation trades ahead of the US election because both candidates' fiscal plans are… |
| 2024-10-23 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | US government on- and off-balance-sheet liabilities of ~$135T make a repeat of the 1970s dollar devaluation… |
| 2024-10-22 | Jared DillianAuthor, The Daily Dirtnap | Bullish | Wealthion | Gold is an option on future Fed debt monetization — if rising rates force the US government to cap the yield… |
| 2024-10-19 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Complacent equity market after 14-15 years of upside bias creates asymmetric downside risk, making precious… |
| 2024-10-19 | Quinn ThompsonFounder & CIO, Lekker Capital | Bearish | Forward Guidance | Gold will stall as Bitcoin takes the baton into year-end (Q4 2020 analog), because Trump's peaceful foreign… |
| 2024-10-18 | Warren PiesCo-founder, 3Fourteen Research | Bullish | The Compound | 7% fiscal deficits at peak employment with no end in sight drive dollar debasement, and gold has broken out… |
| 2024-10-18 | Michael NicoletosFounder & CEO, DeFi Advisors | Bullish | Wealthion | Ongoing fiat currency debasement by governments worldwide and the role of gold as a safe-haven asset in any… |
| 2024-10-17 | Tian YangCEO, Variant Perception | Bullish | Wealthion | Fiscal dominance is a permanent regime change — governments will keep spending and issuing debt, making gold… |
| 2024-10-16 | Tony GreerFounder, TG Macro | Bullish | Forward Guidance | Pervasive global fiat debasement and fiscal irresponsibility across all administrations, combined with… |
| 2024-10-16 | Liz Young ThomasHead of investment strategy, SoFi | Bullish | Bloomberg Surveillance | Central bank and institutional buying continues while retail has not yet entered — the absence of retail… |
| 2024-10-16 | Liz Young ThomasHead of investment strategy, SoFi | Bullish | Bloomberg Surveillance | Central bank buying — especially from China after Russia's dollar reserves were weaponized — has driven… |
| 2024-10-12 | Michael GayedPublisher, The Lead-Lag Report | Bullish | Wealthion | Persistent government debt forces policy makers to maintain negative real interest rates (inflation above… |
| 2024-10-11 | Nassim TalebAuthor; advisor, Universa Investments | Bullish | Bloomberg Television | Central banks and individuals are shifting reserves away from USD into gold as a result of dollar… |
| 2024-10-11 | Anthony ScaramucciFounder, SkyBridge Capital | Bullish | Wealthion | Gold's $5 trillion market cap gain in the past year reflects growing investor demand for hard assets as debt… |
| 2024-10-08 | Chris VermeulenFounder & Chief Investment Strategist, The Technical Traders | Bearish | Wealthion | Gold has completed its 20-year Fibonacci measured move to the 2,700–2,750 area and is signaling a major… |
| 2024-10-07 | Bob ElliottCEO & CIO, Unlimited Funds | Bullish | Hidden Forces | Globally easy monetary policy erodes the value of money relative to hard assets, and gold is the… |
| 2024-10-05 | Quinn ThompsonFounder & CIO, Lekker Capital | Bearish | Forward Guidance | After a near-uninterrupted 30-day rally, gold positioning is extended and faces headwinds from a stronger… |
| 2024-10-05 | David RosenbergEconomist — Rosenberg Research | Bullish | Wealthion | Gold is transitioning from a commodity to a currency-like asset with no government liability, with lower… |
| 2024-10-04 | David RosenbergEconomist — Rosenberg Research | Bullish | Wealthion | Lower US rates and a weaker dollar are simultaneous tailwinds, while global central banks—including… |
| 2024-10-02 | Geo ChenAuthor, Fidenza Macro | Short | Wealthion | Peak Fed dovishness is already priced into gold; if the two-year treasury sells off as fewer cuts are… |
| 2024-09-27 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Foreign central banks are structurally reducing US treasury holdings and increasing gold reserves as global… |
| 2024-09-26 | Daniel LacalleChief Economist & CIO, Tressis | Bullish | Wealthion | Both gold and the S&P 500 are tracking the same long-term trend because both discount the destruction of the… |
| 2024-09-24 | Tavi CostaPartner, Crescat Capital | Bullish | Wealthion | Central banks own less than 20% of reserves in gold versus 70% in the 1970s and are just beginning to… |
| 2024-09-21 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Wealthion | US debt growing ~8% annually forces commensurate liquidity growth to refinance that debt, causing monetary… |
| 2024-09-21 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Equity earnings multiples are stretched so the return runway is shorter than for gold, which has no valuation… |
| 2024-09-21 | Vincent DeluardGlobal Macro Strategist, StoneX | Bullish | Wealthion | Fed cutting 50bps while markets are at all-time highs, unemployment near 50-year lows, and inflation above… |
| 2024-09-20 | Noelle AchesonAuthor, Crypto Is Macro Now | Bullish | Wealthion | Currency debasement from ballooning deficits across the US, Europe, and Japan makes gold a store-of-value… |
| 2024-09-19 | James LavishCo-Managing Partner, Bitcoin Opportunity Fund | Bullish | Forward Guidance | The Fed cutting 50bps while inflation remains above target signals ongoing monetization of deficits; gold is… |
| 2024-09-19 | Vincent DeluardGlobal Macro Strategist, StoneX | Bullish | Wealthion | Fed cutting aggressively while inflation remains structurally above target, combined with plausible fiscal… |
| 2024-09-18 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Wealthion | Rising US fiscal deficits are being monetized via treasury bill issuance absorbed by banks, creating monetary… |
| 2024-09-16 | Meb FaberCo-founder & CIO, Cambria | Bullish | Kitco NEWS | Gold miners with high shareholder yield (dividends plus net buybacks) screen for capital-efficient operators… |
| 2024-09-14 | Warren PiesCo-founder, 3Fourteen Research | Bullish | Wealthion | Gold is in a secular bull market driven by structural fiscal deficits at a stage of the business cycle never… |
| 2024-09-07 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Gold near all-time highs with minimal passive concentration overhang benefits from dollar weakness and easing… |
| 2024-09-07 | Lobo TiggreFounder & Editor, IndependentSpeculator.com | Bullish | Wealthion | Recession onset, imminent rate cuts, and potential fiscal stimulus/money printing are catalysts that have not… |
| 2024-09-06 | Imaru CasanovaPortfolio Manager, Gold & Precious Metals, VanEck | Bullish | Forward Guidance | Central bank buying at record levels, Asian physical demand strong, and Western investment demand has been… |
| 2024-09-06 | Brent JohnsonCEO, Santiago Capital | Bullish | Wealthion | Within the milkshake framework, gold rises alongside both the dollar and interest rates as global risk-off… |
| 2024-09-05 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Gold has broken out to new highs and, judging by the declining gold-to-metals price ratio approaching 2008-09… |
| 2024-09-03 | Lobo TiggreFounder & Editor, IndependentSpeculator.com | Bullish | Wealthion | Recession, imminent rate cuts, and likely renewed fiscal stimulus/money printing are bullish catalysts that… |
| 2024-08-31 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Gold completed a multi-year cup-and-handle pattern and is breaking out to new all-time highs with notably low… |
| 2024-08-29 | Marc FaberEditor, Gloom Boom & Doom Report | Bullish | Wealthion | No current central banker has the will or credibility to restore paper money as a store of value, so… |
| 2024-08-28 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Forward Guidance | Yield suppression makes true break-even inflation ~3.5% not the TIPS-implied 2%, meaning portfolios are… |
| 2024-08-28 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Unsustainable government debt expansion globally and chronic understatement of true inflation make precious… |
| 2024-08-22 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | US total obligations (~$140T) are mathematically unpayable and can only be resolved by inflating away… |
| 2024-08-21 | Jared DillianAuthor, The Daily Dirtnap | Bearish | Wealthion | Gold sentiment has turned excessively bullish (crossing $2,500/oz, a 400-oz bar hitting $1M for the first… |
| 2024-08-20 | Steve HankeProfessor of Applied Economics, Johns Hopkins University | Bullish | Wealthion | Aggressive Fed rate cuts ahead will weaken the dollar, and long-run structural demand makes gold a safe-haven… |
| 2024-08-13 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | 100% physically-backed precious metals trusts with no derivatives or counterparty risk offer cleaner… |
| 2024-08-10 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bullish | Marko Papic | Gold remains in a primary bull trend with higher highs and higher lows above all moving averages, though… |
| 2024-08-08 | Brent JohnsonCEO, Santiago Capital | Bullish | Forward Guidance | All fiat currencies debase as governments manage debt crises; dollar outlasts peers but gold outperforms… |
| 2024-08-03 | Kathy LienManaging Director of FX Strategy, BK Asset Management | Bullish | Wealthion | Gold benefits from a triple tailwind of Fed rate cuts weakening the dollar, seasonal equity vulnerability in… |
| 2024-08-01 | Danny DayanCIO, DWD Partners | Bullish | Forward Guidance | Fed loosening policy combined with clearing of crowded carry-trade positions should provide a catalyst for… |
| 2024-08-01 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Unsustainable sovereign debt levels risk currency debasement, making precious metals held via royalty… |
| 2024-07-25 | Erik TownsendHost, MacroVoices podcast | Bullish | Marko Papic | Long-term fundamentals including elevated debt, fiscal profligacy, and election uncertainty are strongly… |
| 2024-07-09 | David RosenbergEconomist — Rosenberg Research | Bullish | Rosenberg Research | A Trump clean sweep would be perceived as inflationary, widen already-stretched fiscal deficits (7% of GDP)… |
| 2024-05-24 | Luke GromenMacro strategist — founder, FFTT | Bullish | Kitco NEWS | Central banks are systematically rotating from US Treasuries to gold as the primary reserve asset—selling… |
| 2024-05-23 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | Growing awareness of out-of-control developed-country government debt and fiscal deficits is driving demand… |
| 2024-05-18 | Stig BrodersenCo-founder & Host, The Investor's Podcast Network | Bullish | We Study Billionaires | Physical gold held as portfolio insurance against currency debasement and potential stock market downside… |
| 2024-05-17 | Katy KaminskiChief Research Strategist, AlphaSimplex Group | Bullish | interview | Gold has become the de-facto inflation-era safe haven, absorbing risk-off flows that no longer go to bonds… |
| 2024-05-15 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | Gold provides portfolio diversification and wealth preservation alongside equities, which should make up the… |
| 2024-04-17 | Luke GromenMacro strategist — founder, FFTT | Bullish | ForexAnalytix | China can now buy the marginal barrel of oil and commodities in yuan, so through the law of one price gold… |
| 2024-04-09 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | A new generation of global investors distrusts central banks and fiat currencies, driving structural demand… |
| 2024-04-09 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | A new generation of global investors distrusts central banks and fiat currency, driving structural demand for… |
| 2024-04-07 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | The Wolf Of All Streets | Populist fiscal policy and monetary debasement erode purchasing power, so hard assets including gold, real… |
| 2024-02-21 | Mike NovogratzFounder/CEO, Galaxy Digital | Neutral | CNBC Television | Gold has underperformed partly due to Bitcoin substitution and the difficulty of reading the US macro/Fed… |
| 2024-02-14 | Paul Tudor JonesFounder/CIO, Tudor Investment Corp | Bullish | Palm Beach Civic Association | Unsustainable US fiscal deficits, combined with inevitable political pressure on the Fed to cut rates… |
| 2024-02-01 | Mike PrestonPartner, New Harbor Financial | Bullish | Lacy Hunt | Monetary intervention suppresses returns on the assets ordinary households hold while inflating speculative… |
| 2023-11-28 | Lyn AldenIndependent macro strategist | Bullish | Mark Moss | In a stagflationary, range-bound environment with negative real returns on stocks and real estate, gold… |
| 2023-10-19 | Ray DalioFounder, Bridgewater Associates | Bullish | interview | Gold preserves wealth across generations while consumer goods depreciate, providing financial security and… |
| 2023-10-05 | Luke GromenMacro strategist — founder, FFTT | Bullish | ForexAnalytix | Gold is diverging from real rates because the U.S. faces a 100% historical default/inflation rate at current… |
| 2023-09-27 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | CNBC-TV18 | Gold is a sound long-term store of value, with central banks globally—including Singapore and… |
| 2023-06-30 | Zoltan PozsarFounder, Ex Uno Plures; ex-Credit Suisse | Bullish | interview | Non-Western central banks are actively diversifying away from US Treasuries and accumulating gold as… |
| 2023-05-20 | Zoltan PozsarFounder, Ex Uno Plures; ex-Credit Suisse | Bullish | Bitcoin Magazine | Gold and Bitcoin are correctly pricing in that the Bank Term Funding Program is a backdoor balance sheet… |
| 2023-05-19 | Meb FaberCo-founder & CIO, Cambria | Bullish | The Business Brew | Inverted yield curve environments have historically been strong for precious metals, and Cambria's… |
| 2023-05-08 | Liz | Bullish | CNBC Fast Money Final Trade | Gold has sustained bullish momentum and is trading at all-time highs, a view held with conviction over an… |
| 2023-04-27 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Bullish | interview | Fed will likely reverse course aggressively in a hard landing, printing money and debasing the dollar, making… |
| 2023-04-24 | George GammonHost, Rebel Capitalist | Bullish | Zoltan Pozsar | Host expects a hard landing and rapid Fed rate cuts, making gold a preferred capital-preservation asset while… |
| 2023-04-18 | Cem KarsanFounder & CIO, Kai Volatility Advisors | Bullish | WhalePool | Secular inflation regimes historically keep vol elevated in rates, FX, and precious metals for a decade or… |
| 2023-03-19 | Nouriel RoubiniEconomist; professor emeritus, NYU Stern | Bullish | The Heavy Wallet | Converging drivers — de-dollarization by strategic rivals, central bank reserve diversification, Fed forced… |
| 2023-03-13 | Dave NicoskiTechnical analyst — Vermilion Research | Bullish | Jim Chanos | Hard assets with real-time pricing like gold are outperforming because they reflect actual value versus… |
| 2023-03-13 | Zoltan PozsarFounder, Ex Uno Plures; ex-Credit Suisse | Bullish | Resource Talks | Gold is being used as an actual payment currency for commodity trade (e.g., Ghana paying Russia for oil in… |
| 2023-03-07 | Zoltan PozsarFounder, Ex Uno Plures; ex-Credit Suisse | Bullish | Bullish Bearish | As G7 inside money loses appeal following Russia sanctions, central banks and commodity exporters will rotate… |
| 2023-03-01 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Louis-Vincent Gave | Dollar weakness from simultaneous Chinese dollar recycling and Japan YCC removal supports gold as part of a… |
| 2023-02-18 | Luke GromenMacro strategist — founder, FFTT | Bullish | More George Gammon | Sovereign debt at extreme levels historically resolves through inflation/hyperinflation, debasing fiat… |
| 2023-01-30 | Host WallstreetwindowHost, WallStreetWindow | Bullish | Jeremy Grantham | Gold outperformed equities during the 2000-2009 secular bear market and, with a similar secular bear… |
| 2023-01-03 | Lyn AldenIndependent macro strategist | Bullish | Peter McCormack | In a stagflationary 2023 where corporate earnings weaken, assets not valued on earnings (gold as a… |
| 2022-12-16 | Nouriel RoubiniEconomist; professor emeritus, NYU Stern | Bullish | Channel 4 News | Fiat currency debasement via inflation tax, geopolitical instability, and potential Chinese reserve… |
| 2022-12-09 | Felix ZulaufFounder, Zulauf Consulting | Bullish | Forward Guidance | Gold will reclaim a larger share of central bank reserves as nations outside the Western bloc stop storing… |
| 2022-11-09 | Luke GromenMacro strategist — founder, FFTT | Bullish | ForexAnalytix | The US government cannot afford the terminal rate implied by eurodollar futures without Fed monetization… |
| 2022-07-07 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Louis-Vincent Gave | Reserve confiscation and seizure of oligarch assets have demonstrated how quickly rules can change, making… |
| 2022-06-10 | David EinhornFounder, Greenlight Capital | Bullish | Sohn Investment Conference | Structural fiscal deterioration, persistent inflation the Fed cannot adequately combat, weaponization of the… |
| 2022-05-18 | Zoltan PozsarFounder, Ex Uno Plures; ex-Credit Suisse | Bullish | Young Scholars Initiative | Sanctions on Russia's G7 inside-money reserves revealed confiscation risk inherent in holding… |
| 2022-04-05 | Zoltan PozsarFounder, Ex Uno Plures; ex-Credit Suisse | Bullish | Zero to Alpha | G7 inside money losing reserve-currency allure forces sovereign diversification into physical monetary… |
| 2022-03-01 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | CNBC International Live | Physical gold is a safe-haven asset worth holding as geopolitical risk escalates and traditional financial… |
| 2022-02-24 | Chris Cole (Artemis)Founder & CIO, Artemis Capital Management | Bullish | Chris Cole | Excessive sovereign and corporate debt leaves the Fed trapped between inflationary and deflationary outcomes… |
| 2022-02-03 | Ray DalioFounder, Bridgewater Associates | Bullish | David Rubenstein | As fiat currencies are debased through money printing to manage unsustainable debt, investors will rotate… |
| 2021-12-02 | Chris Cole (Artemis)Founder & CIO, Artemis Capital Management | Bullish | Chris Cole | A 19% allocation to physical gold is a core component of the Dragon Portfolio, which outperforms traditional… |
| 2021-12-02 | Finance Uncut Host | Bullish | Chris Cole | The Dragon Portfolio's 100-year backtest shows a 19% physical gold allocation delivers superior risk-adjusted… |
| 2021-11-23 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Neutral | WiM Media | Gold performs its single function of preserving wealth against debasement but generates no real upside for… |
| 2021-10-31 | Ray DalioFounder, Bridgewater Associates | Bullish | Larry Fink | Massive money printing, debt monetization, and deeply negative real interest rates are devaluing currencies… |
| 2021-08-10 | Spencer ColeCIO, Vox Royalty | Bullish | The Acquirers Podcast | Royalty companies offer asymmetric upside over physical metal and miners because they capture full… |
| 2021-06-02 | Chris Cole (Artemis)Founder & CIO, Artemis Capital Management | Bullish | Chris Cole | Gold acts as a fiat alternative and true portfolio diversifier, outperforming during periods of currency… |
| 2021-06-02 | David RosenbergEconomist — Rosenberg Research | Bullish | Jay Taylor Media | Structural disinflationary forces (debt drag, demographics, technology) do not invalidate gold as a long-term… |
| 2021-01-22 | Jeremy GranthamCo-founder & long-term strategist, GMO | Neutral | Bloomberg Television | Gold shares bitcoin's inability to generate dividends or be consumed, making Grantham nervous, but its… |
| 2021-01-16 | Harley BassmanManaging Partner, Simplify Asset Management | Bullish | ReSolve Asset Management | Gold functions as a currency that cannot be debased by government money printing or fiscal expansion, making… |
| 2021-01-04 | Lyn AldenIndependent macro strategist | Bullish | Raoul Pal | Zero real yields eliminate gold's opportunity cost while central bank de-dollarization buying (Russia… |
| 2021-01-04 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Real Vision | Even if headline deflation temporarily pushes real rates higher, the Fed's reaction function is to respond… |
| 2020-11-12 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | DoubleLine Capital | Highly dispersed macro outcomes ranging from deflation to eventual monetization-driven inflation, combined… |
| 2020-08-26 | Diego ParrillaCIO, Quadriga Asset Managers | Bullish | Raoul Pal | Central bank money printing without limits debases fiat currencies; gold is the anti-bubble that reflates by… |
| 2020-04-16 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Real Vision | Excessive global monetary supply from central bank QE debases fiat currencies, historically benefiting gold… |
| 2020-03-12 | Chris Cole (Artemis)Founder & CIO, Artemis Capital Management | Bullish | Chris Cole | Gold is a long volatility/counter-trend asset that profits from Fiat devaluation and should be boldly sized… |
| 2020-03-05 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bullish | CNBC Television | Fed rate cuts are structurally dollar-negative and a weaker dollar is effectively policy, propelling gold to… |
| 2020-01-23 | David RosenbergEconomist — Rosenberg Research | Bullish | DoubleLine Capital | Major central banks (China, Russia) are actively diversifying reserves away from USD into gold, and… |
| 2019-08-23 | Keith McculloughCEO & Founder, Hedgeye Risk Management | Bullish | Raoul Pal | Real yields are topping at cycle highs and beginning to fall as the Fed pivots, while the dollar enters a… |
| 2019-06-13 | Paul Tudor JonesFounder/CIO, Tudor Investment Corp | Bullish | Bloomberg Television | Gold benefits from potential US rate cuts toward zero, reversal of globalization, and recession risk, making… |
| 2019-02-09 | Brent JohnsonCEO, Santiago Capital | Bullish | Real Vision | A surging USD will correspondingly crush non-USD currencies, making gold in those local-currency terms rise… |
| 2019-01-18 | Jim GrantEditor, Grant's Interest Rate Observer | Bullish | The Alpha Exchange with Dean Curnutt | Fiat money conjured by central banks (Fed, ECB, BoJ) at will is not a true store of value; its weightlessness… |
| 2017-05-19 | Chris IronsWriter, Quoth the Raven (Substack); ex-GeoInvesting | Bullish | Planet MicroCap | Fed money printing is leading to structural hyperinflation, US debt makes meaningful rate increases… |
| 2016-09-03 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | The Intrinsic Value Podcast | US real interest rates are already negative when inflation is properly accounted for, making gold (a… |
| 2016-08-02 | Meb FaberCo-founder & CIO, Cambria | Bullish | Invest Like a Boss Podcast | Gold benefits from negative or negative-real interest rate environments which are currently prevalent… |
| 2012-03-23 | Guy SpierManaging Partner, Aquamarine Fund | Bullish | Bloomberg Originals | The US and European central banks are printing money at an unprecedented pace and will likely fail to… |
| 2010-09-07 | Michael BurryFounder, Scion Asset Management | Bullish | Bloomberg Originals | Gold is the primary macro thesis Burry has bought into given his view of how the world plays out post-crisis… |
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The options tape
Notable options days
Sessions in the last 120 where GLD’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-28 | ||||||
| 2026-09-16 | ||||||
| 2026-08-24 | ||||||
| 2026-08-19 | ||||||
| 2026-08-10 | ||||||
| 2026-08-07 | ||||||
| 2026-08-06 | ||||||
| 2026-08-05 | ||||||
| 2026-06-05 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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