Wealthion · Wednesday, July 15, 2026
The speaker suggests that gold is a buy on the current dip, noting that rising real interest rates have previously been a headwind for the precious metal. However, he implies this dynamic might change.
“And you can be sure in the next couple years, this DRAM cycle will reverse. I I think that's in deficits now matters. Markets are choking on excess supply. For the first time in my lifetime. So, I think gold's a buy on this pullback.”
“It's the Ryzen rates, real rates that have been sort of the the the biggest sort of bugaboo for for gold here.”