Why Gold Dropped During Iran War & What Happens Next (Most Investors Get This Wrong) | Adrian Day

Описание: Michelle Makori, President & Editor-in-Chief, Miles Franklin Media, sits down with Adrian Day, Chairman & CEO of Adrian Day Asset Management, to break down why gold dropped during the Iran war and what comes next.

Gold fell sharply as the Iran conflict escalated, but according to Adrian Day, this isn’t unusual at all.
In this interview, Day explains the real drivers behind gold’s decline, including “buy the rumor, sell the news,” a surge in the U.S. dollar, and a global rush for liquidity. He also warns that markets may be underpricing major risks – from persistent inflation and energy shocks to a weakening economy and a Federal Reserve stuck in a difficult position.

Day shares his outlook for gold, the dollar, and global markets, including why he believes gold could reach $6,000 in the next 18 months.

In this episode of the Real Story with Michelle Makori:
Why gold fell during the Iran war (and why it’s normal)
The “buy the rumor, sell the news” dynamic
The role of the U.S. dollar and rising yields
Liquidity shocks and forced selling
Why markets may be underpricing inflation risks
The Fed’s dilemma: inflation vs recession
Gold price outlook: $6,000 target
Opportunities in gold stocks and global markets

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00:00 Coming up
00:44 Introduction
02:08 Why Gold Fell
07:35 Gold & Liquidity
12:54 Oil Shock Hits Demand
18:58 Petrodollar & War Outcome
23:17 Dedollarization Accelerates
31:10 Oil Costs & Miners
36:57 Valuations Buying Opportunity
40:14 Macro Outlook Recession Risks
45:35 Foreign Markets Take Lead
47:16 Rotate to Value Defense
48:44 Debt Spiral
53:24 Reserve Currency Risk
56:26 Gold Price Outlook
58:25 Fertilizer Food Shock
01:03:12 Fed Cuts & QE Return
01:06:58 Positioning and Picks
01:12:03 Silver & Final Advice

#gold #dollar #oil #economy #investing

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Disclaimer: The views and opinions expressed in this video are those of the individual speakers and do not necessarily reflect the views of Miles Franklin Precious Metals, its affiliates, owners, anchors, producers or hosts. This content is provided for informational and educational purposes only and is not intended as financial, legal, or investment advice. Nothing said in this video should be construed as a recommendation to buy or sell any financial asset. You should always consult with a qualified financial advisor, legal professional, or tax expert before making any investment decisions. Investing involves risk, including the potential loss of principal.
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