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Why Gold Is Having Its Moment in Mid-2026
Gold has surged past $2,900 an ounce in mid-2026, and John Paulson just called it the early stage of a long-term bull market. Lucas and Luna unpack why gold is rallying despite rising rates, how $100 oil and geopolitical risk are driving it, and what it means for a stock portfolio. They look at central bank buying, the dollar's role, and whether miners like Newmont finally make sense. If you've wondered whether to add gold exposure now, this episode gives you the framework to decide.
#Gold #JohnPaulson #Commodities #GeopoliticalRisk #CentralBankBuying #Newmont #MiningStocks…
The skinny
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