Gold is making a spectacular comeback and has its sights set on the $4,500 mark once again. Fund manager Thierry Borgeat even predicts a gold price of $8,000 to $10,000 within the next two years. In this interview, we examine the triggers of this gigantic bull market – from record purchases by central banks to the waning dominance of the US dollar.

Thierry also explains why we are heading towards a "lost decade" for tech stocks and why hard assets should now dominate portfolios. For those looking to maximize their returns, he presents his top five gold stocks: Agnico, Newmont, Barrick Mining, Franco-Nevada, and Wheaton Precious Metals.


Thierry also explains why we are heading towards a "lost decade" for tech stocks and why hard assets should now dominate portfolios. 🚀 Monthly income potential with IncomeShares ETPs:

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Thierry's Gold Thesis for further reading: https://thierryvonarvy.substack.com/p...

Key points:

00:00 The trend reversal in gold
01:56 Why this breakout is different
04:46 What's behind the gold surge
06:46 A new look at Kevin Warsh
10:24 "A correlation has been broken"
12:17 Central banks buy a record amount of gold in Q2
13:58 How much gold belongs in your portfolio
15:02 Gold at $8,000 – what's behind Thierry's price target
18:50 Tech is over! "We are seeing a gigantic regime change"
21:00 Apple is a warning
22:35 Are interest rate hikes a risk for gold?

25:23 High interest rates threaten tech stocks, not gold
26:20 Stay away from gold mining stocks – except now
27:55 Thierry's three favorite mining stocks
33:54 Two interesting alternatives to gold mining stocks
37:11 Strong rise since 2024 – do the stocks still have room to grow?