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My Bear Case for Gold—In the Near Term
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Author

Lobo Tiggre

August 11, 2023

This Kitco interview is for everyone who's ever thought I'm a gold perma-bull who can never say anything other than "Buy, buy, buy today!" Fortunately, while we're waiting for Team Soft Landing's apparent victory to fade, the other yellow metal is doing great—while the stocks are mostly still on sale. When price and value diverge, there is opportunity.

 

 

Timestamps:

0:00 Short-term bearish on gold
4:38 Confirmation bias
6:26 Big Tech
7:01 What’s weighing on gold stocks?
13:16 Gold M&A
19:24 Copper and critical metals
21:25 Uranium