E276 - De-Dollarization Is Still Fueling Gold

Dean Heskin and Chris Agelastos examine why the weak U.S. dollar and ongoing de-dollarization trend may continue pushing gold prices higher. The conversation looks at the two main narratives around the dollar, one viewing weakness as potentially helpful for foreign investment, and the other emphasizing the deeper problem of countries dumping Treasuries, reducing dollar reserves, and losing confidence in dollar assets over time.
The episode also focuses on why some fund managers and analysts see the current gold range not as a breakdown, but as a strong floor near $4,500 that may precede another major upwa...