Gold Price Surge 2025: Analyzing the Current Climax in Gold Markets
As global uncertainty reigns supreme, gold continues to hold its value. The gold price hit record highs in 2024, sparking a surge of interest among investors. In our latest podcast, Aaron sits down with expert Garrett Goggin, who explains why the surge may be far from over. More specifically, he highlights the free cash flow of miners and explains why gold miners may be highly undervalued.
The “Golden Anomaly”: Unpacking Decades’ Best Investment Opportunities
Garrett Goggin introduces the concept of the “Golden Anomaly”—a significant market dislocation presenting what may be the most attractive gold stock opportunities in the last twenty years. This section delves into why this anomaly exists and how informed investors could exploit it.
Impact of Basel III and Central Banks on Gold’s Future
Goggin explains how new Basel III regulations and central banks’ strategies are influencing gold markets. Goggin discusses the potential long-term effects of these factors on gold prices and why they might lead to a sustained price surge, possibly reaching $5,000 per ounce.
Why Gold Miners May be Poised for a Windfall
Despite the rise in gold prices, many miners remain undervalued. Goggin analyzes the financial health of gold mining companies, highlighting the importance of free cash flow and why even a flat gold price could mean significant gains for these stocks.
Gold’s Protective Appeal Amidst the US-Canada Trade War
As tensions escalate between the US and Canada, the reliance on Canadian resources like potash and oil highlights potential economic vulnerabilities. This discussion focuses on how these tensions could further bolster gold’s status as a safe-haven asset. Canada is the world’s fifth largest producer of gold making it a significant player.
Gold Royalty Companies and Significant Mining Assets
Goggin shares his bullish outlook on gold royalty companies and major mining assets, particularly a standout gold asset in Nevada. These investments are presented as strategic moves to leverage rising gold prices with minimized risk. As the gold price continues to trade above $2,900 per ounce, Garrett is happy to wait for the miners to release financials that he hopes will highlight their profitability.
