Will Gold Keep Climbing? Deep Dive into Safe Havens & Market Hedging

Welcome back to Market Mondays! In this insightful clip, Rashad Bilal, Troy Millings, and financial analyst Ian Dunlap sit down to break down gold’s explosive performance—nearly at an all-time high and even outpacing the NASDAQ year to date! If you’ve been following the markets or are worried about economic uncertainty, this discussion is for you. Ian gives his perspective on gold as the ultimate hedge in your portfolio, especially in times of government volatility or looming shutdowns. The guys dissect the reasons why gold and other “safe haven” assets like Bitcoin continue to shine under these market conditions, pointing to big voices like Mike Novogratz who have championed gold amidst uncertainty. They talk about the importance of balancing “risk-on” assets (think: AI stocks, crypto, tech) versus solid hedges like gold. Troy plays devil’s advocate and prompts a conversation about what, if anything, could cause gold to retrace or pull back. Ian’s response? Unless we see major global money printing and near-zero interest rates like in 2008 or during COVID, gold’s run looks far from over. On top of that, Rashad gives some on-the-ground perspective from Guinea, a major hub for gold exports, revealing the scale of gold flowing out to places like Dubai every week. They go deep on gold’s historical trends, why central banks and big funds still stockpile it, and why being a disciplined investor is more important than ever. Whether you’re new to investing or a seasoned pro, you’ll get key takeaways on building a balanced portfolio and following the “golden rule”: follow the money and don’t ignore what’s right in front of you! *Don’t forget to like, subscribe, and share! Drop your thoughts and questions on gold and hedging in the comments below.* #MarketMondays #GoldInvesting #SafeHaven #FinancialFreedom #PortfolioHedge #InvestingWisdom #Bitcoin #Nasdaq #MikeNovogratz #GovernmentShutdown #InterestRates #Commodities #GoldVsCrypto #AllWeatherPortfolio #RayDalio #FinanceTalk #DubaiGold #GuineaGold #FollowTheMoney

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Episode Transcript

Speaker 1 (00:00):
We'll start with Goal goals that nearly an all time high,
and it's been reaching out. I saw some six stat
the other day with Goal has actually outperformed the NASDAK
over the last year to date. And once again, you know,
we talked about goal before the election when Mike Novagratz,

(00:22):
that was one of his things that he was real
big on before the election. He was just saying that
he thought that gold and bitcoin were the two assets
to hold because of the volatility in the government, and
then with the government shut down. We're gonna talk about
a little later as far as bigcoin, you know, breaking
new levels, but gold also as far as like has
been doing well for a very long period of time,
and that's a safe haven for people that don't believe

(00:46):
in central currencies.

Speaker 2 (00:48):
So gold is this something that's going to continue to
go up over the course of time. Absolutely.

Speaker 3 (00:55):
You have two types of investors. You have risk on investors,
which are pro AI, pro crypto, pro technology, and then
you have pro hedge investors, and in this case both
are right. We're going to talk later if this era
is mirroring nineteen ninety nine to two thousand, But the

(01:16):
thing that's really important is when you own asset classes,
you want them to hedge against each other. GO does
the ultimate hedge that is ended up outperforming a lot
of classes as you just mentioned, and I don't see
this pulling back anytime soon. I know it's outside of
a normal range for if you look at a multi
quarter range, but I think possibly by end of year

(01:40):
we could even be at three ninety one twenty three,
ninety one ninety two on gold. There is inherent risks
in the market that people are talking about. I know
IWM is up, I know the knee k was up
because of the Prime Minister being elected or selected, But
I think too many people have risk on and no hedge.

(02:02):
So if the market does tank, I think gold will
still continue to climb. One of the best investments and
best assets of all time if you look at it
from since inception, and it's not going to slow down
anytime soon. So yes, GO will continue to climb higher.

Speaker 2 (02:18):
I agree with you. I agree with you.

Speaker 4 (02:20):
I'll take the other position and a standpoint of what
would cause it to have retracement right, especially with government uncertainty,
We're not going to like they were supposed to be
a job support. Last week we didn't get it. We're
not getting it since there's a lockdown. Is there something
I don't even know if it's in the their future,
but at some point that would cause a sharp retracement goal.

Speaker 2 (02:41):
Yeah.

Speaker 3 (02:43):
So in twenty ten through fifteen, it was printed of money,
quantitative easy and that money flowing around. So unless they
printed the way they did in two thousand and eight
two thousand and nine and that money circulates through, that
would be the only thing to take some of the
capital off. Because now if interest rates go to zero,

(03:03):
it's risk going for every asset, meme, stocks, crypto tech,
Russell two thousand, Russell one thousand, s and p four hundred.
It's all bets on all money in shot, the net,
brust in peace. But unless we have that kind of
money flowing the worldwide, there's no reason to take a
short against gold, because some people are starting to say,

(03:25):
well gold is overvalued, hidding certain love is on RS side,
but it's like if you don't know the macro economic environment,
I don't think the United States or even China is
in a position to print money how they did in
eight oh nine or twenty twenty. As a result, and
for that reason, I'll stay long on gold.

Speaker 4 (03:43):
Yeah, I mean we printed the money printing definitely done
in COVID was even higher than that, and so now, yeah,
I'm with you. I think it still appreciates. I just
wonder if there is something like is it a FED
policy that changes? Obviously we know if interest rates, the
expectation is that interest space will continue to fall. I
don't think we'll get to zero anytime soon, or no,

(04:04):
if we ever will. I'm just that piece is like, yes,
this is a hedge that we should be in.

Speaker 3 (04:10):
Just a thought though, going back to Ray Dalio's conversation,
though chethter, Ray, you want to all weather portfolio, I
don't agree with the assessment of because the public all
weather portfolio versus what is done provably at that firm
is different. But gold is a good cornerstone investment for sure.

(04:33):
But I don't think unless interest rates go back to
one percent or zero percent and money is printed, that
gold is going to fall apart. And once again, if
No Regrets is bold enough and loving enough to tell
you this is what's going to happen, and this is
what I'm investing in, why not just listen to what
he's saying. He's not just talking his book. He's giving

(04:54):
you the playbook ahead of time. This follow to what
he's saying as well.

Speaker 4 (05:00):
I think the golden rule is we follow the money
like the tea leaves are left for you.

Speaker 3 (05:05):
Follow the will.

Speaker 2 (05:07):
We have a tough time.

Speaker 4 (05:08):
In this space when you're learning and you're learning things
on your own, uh, and you're kind of like, well
I should follow it, but you go against you know,
your intuition. Sometimes it's painted for you, it's right in
front of you. You just got to follow the path
and stop being hardheaded. Yeah, yeah, I will be a

(05:28):
discipline investor.

Speaker 2 (05:30):
Thank you. Yes.

Speaker 3 (05:32):
Or you deserve to be broke.

Speaker 2 (05:34):
You don't even need a book.

Speaker 3 (05:35):
You deserve to be broke if you don't deserve it after.

Speaker 2 (05:38):
You, that's a fact at all times.

Speaker 1 (05:42):
And goal you know, we have we have one of
the major hubs of gold right now as far as
Guinea and UH. A lot of people are not even
familiar with the country. I never heard of the country before.
But the country has UH it's a population of twelve
million people, so it's a relatively small country.

Speaker 2 (05:59):
But the U A E. The so they have they
have a flight.

Speaker 1 (06:07):
What's the airline Emirates and it flies two times a
week from here to the U. A in the plane
is a is a cargo plane that's uh loaded with
gold and.

Speaker 2 (06:25):
To two trips every single week full of gold to
Dubai or you to Dubai every every every twice a
week every week the real transfer.

Speaker 4 (06:43):
Fee, and that's the goal that they can account for.
There are other minerals that they're shipping that might contain
gold in side of it just because of the refining
process that hasn't been online yet. There might be gold
that's going through other minerals as well MHM.

Speaker 3 (07:02):
And and for commodities, a good exercise is to look
at like a fifty year historical chart just to see
what the overall trend is. There's a reason why that
plan is going in and out, and you know we
have such a robust storage of it at Fort Knox