When the national news headlines feature what’s going in the markets, you know there’s something out of the ordinary going on. In the latest WealthDFM podcast, Sue and Matt dig into the extraordinary moves in precious metals markets, with Nitesh Shah, Head of Commodities and Macroeconomic Research at WisdomTree, a firm well known to advisers for its ETF and ETP expertise and for Nitesh’s expertise and widely read bullion insights.
Gold has surged to historic highs in recent months, albeit with plenty of volatility, the metal has delivered its strongest run in decades.
But what’s really driving the rally? Is this simply a traditional safe-haven response to geopolitical tensions and a weaker US dollar? Or does it signal something more structural, a shift in how investors view financial systems, currencies and long-term stores of value?
And then there’s silver, which has been climbing even more dramatically than gold. With questions around who is actually behind the buying, whether markets are entering bubble territory, and how sustainable current price levels really are, advisers are increasingly being asked how to interpret these moves.
In this episode, we explore:
The key forces behind gold’s powerful rally
How this cycle of investor participation differs from previous ones
Whether current price action points to a bubble or a broader repricing of global risk
The outlook for gold and silver, and the catalysts that could shape markets in the months ahead
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