logo
episode-header-image
Feb 2025
9m 10s

Why gold could rise even higher

GOLDMAN SACHS
About this episode

Gold prices have surged over the past year. What’s driving the rally, and where does the metal fit into portfolios now? Lina Thomas, commodities strategist with Goldman Sachs Research, discusses with Mike Washington. 

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Aug 15
The Fed Cut Playbook
With a September rate cut looking increasingly likely, where are the opportunities in bond, currency, and equity markets? Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk for Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldman Sa ... Show More
10m 22s
Aug 8
Still Bullish on Big Tech
As strong earnings push the US tech giants to new record highs, could these stocks still have room to run? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldma ... Show More
7m 1s
Aug 1
“Stocks Are Still Very Undervalued”
With the Fed still waiting on rate cuts, what’s the outlook for global assets – and where are the biggest opportunities now? Anshul Sehgal, Global Co-Head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldm ... Show More
12m 10s
Recommended Episodes
Jul 1
Commodities Outlook: What’s Driving Oil, Gold, and Base Metals
Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices 
20m 54s
Sep 2024
Why Gold Prices Are Soaring
Why Gold Prices Are Soaring As gold prices soar, the demand for fallback money is becoming increasingly evident. With economic uncertainties on the rise, investors are flocking to gold as a safe haven asset. This trend highlights the shifting landscape of finance and what it coul ... Show More
45m 45s
Apr 2025
Gold Rush Picks Up Speed
As gold prices reach new all-time highs, Metals & Mining Commodity Strategist Amy Gower discusses whether the rally is sustainable. Read more insights from Morgan Stanley.  ---- Transcript ----- Welcome to Thoughts on the Market. I’m Amy Gower, Morgan Stanley’s Metals & Mining Co ... Show More
4m 7s
Oct 2024
Gold: Insights With Mark Yaxley
Andy sits down with Mark Yaxley to discuss the gold market’s recent surge and the role central banks play in sustaining prices. Mark shares his deep expertise in the gold industry. The conversation explores the differences between physical gold, gold ETFs like GLD, and mining sto ... Show More
40m 38s
Sep 2024
BONUS • American Gold Exchange's Dana Samuelson: What to Know, How to Start with Coin Investing
Gold is having a stellar 2024, up more than 25% recently to an all-time high above $2,600 an ounce. Silver is showing even larger gains. Investors can profit from a wide range of vehicles – including physical coins. But how do you get started? What’s different about buying physic ... Show More
7m 8s
Jun 24
Dave Erfle - War Premium Fades What’s Next For Gold, GDX, Silver & Q2 Setups
Dave Erfle, founder and editor of Junior Miner Junky, joins us for a discussion on the precious metals sector amid intense geopolitical volatility and Q2 market positioning. Oil prices spiked and reversed sharply on Middle East tensions, but gold remained impressively resilient n ... Show More
17m 5s
May 2023
Is the U.S. Economy Starting to Roll Over?
Jesse Felder, the founder of Felder Investment Research, joins Maggie Lake to discuss the market's uncertain reaction to today's inflation data, why he’s taking a closer look at gold, and what he makes of the recent U.S. credit crunch. Learn more about your ad choices. Visit podc ... Show More
35m 9s
Nov 2024
Why Is Gold Falling After Trump’s Election Win?
Driven by surging bond yields and a strengthening dollar, gold prices dropped 3% following Trump's victory. Today's Stocks & Topics: ABNB - Airbnb Inc. Cl A, Market Wrap, VICI - VICI Properties Inc., Covered Call Strategy, GOLD - Barrick Gold Corp., Why Is Gold Falling Af ... Show More
46m 56s
Sep 2024
Will the Fed go big? Gold hits new records amid rate cut speculation
Markets are abuzz with speculation that the Federal Reserve may deliver a larger-than-expected 50 basis-point rate cut next week. As a result, yields have tumbled, and gold prices have surged to new record highs. Meanwhile, equity markets continue their winning streak, with the S ... Show More
11m 43s
Jan 2025
Markets rally on falling inflation and positive earnings reports
Stocks rally and government bond yields drop on positive inflation reports from the US and the UK. Another catalyst for the positive mood across markets is the season's first earnings reports from several Wall Street heavyweights, which all beat estimates and provided positive ou ... Show More
12m 39s