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    Why Gold Dropped During Iran War & What Happens Next (Most Investors Get This Wrong) | Adrian Day



    Why Gold Dropped During Iran War & What Happens Next (Most Investors Get This Wrong) | Adrian Day

    Michelle Makori, President & Editor-in-Chief, Miles Franklin Media, sits down with Adrian Day, Chairman & CEO of Adrian Day Asset Management, to break down why gold dropped during the Iran war and what comes next.

    Gold fell sharply as the Iran conflict escalated, but according to Adrian Day, this isn’t unusual at all.
    In this interview, Day explains the real drivers behind gold’s decline, including “buy the rumor, sell the news,” a surge in the U.S. dollar, and a global rush for liquidity. He also warns that markets may be underpricing major risks – from persistent inflation and energy shocks to a weakening economy and a Federal Reserve stuck in a difficult position.

    Day shares his outlook for gold, the dollar, and global markets, including why he believes gold could reach $6,000 in the next 18 months.

    In this episode of the Real Story with Michelle Makori:
    – Why gold fell during the Iran war (and why it’s normal)
    – The “buy the rumor, sell the news” dynamic
    – The role of the U.S. dollar and rising yields
    – Liquidity shocks and forced selling
    – Why markets may be underpricing inflation risks
    – The Fed’s dilemma: inflation vs recession
    – Gold price outlook: $6,000 target
    – Opportunities in gold stocks and global markets

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    00:00 Coming up
    00:44 Introduction
    02:08 Why Gold Fell
    07:35 Gold & Liquidity
    12:54 Oil Shock Hits Demand
    18:58 Petrodollar & War Outcome
    23:17 Dedollarization Accelerates
    31:10 Oil Costs & Miners
    36:57 Valuations Buying Opportunity
    40:14 Macro Outlook Recession Risks
    45:35 Foreign Markets Take Lead
    47:16 Rotate to Value Defense
    48:44 Debt Spiral
    53:24 Reserve Currency Risk
    56:26 Gold Price Outlook
    58:25 Fertilizer Food Shock
    01:03:12 Fed Cuts & QE Return
    01:06:58 Positioning and Picks
    01:12:03 Silver & Final Advice

    #gold #dollar #oil #economy #investing

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    Disclaimer: The views and opinions expressed in this video are those of the individual speakers and do not necessarily reflect the views of Miles Franklin Precious Metals, its affiliates, owners, anchors, producers or hosts. This content is provided for informational and educational purposes only and is not intended as financial, legal, or investment advice. Nothing said in this video should be construed as a recommendation to buy or sell any financial asset. You should always consult with a qualified financial advisor, legal professional, or tax expert before making any investment decisions. Investing involves risk, including the potential loss of principal.
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    50 Comments

    3. @raymondcloutier7081 on

      ¹whether we win this war or not we are going to pay for it thru inflation it's a fact the average American is being taxed to death because our Illustrious politicians see the economy failing huge deficit haunting us.

    7. @kenpeters9807 on

      Who in the heck are you. Ive been trading this stuff for 50 years. The pull back was one reason and one reason only: banks manipulating prices on paper Au and Ag.m

    15. @JimmyWho-y3q on

      Gold is the #1 enemy to the USD. Of course, the government is going to manipulate it to make it worthless. They want you to believe in their pomzi scams.

    16. @edboyce20 on

      W/o question Michelle is the most educated & informed interviewer in this space. Additionally, one of the rare few willing to challenge her guests.

    18. @ManInDunya on

      What an moron guest. Saying Iran has a tendency for creating crisis when it was clearly attacked first.
      And the journalist is more well versed in gold than him also speaks for itself.

    22. @terryrempel6133 on

      The drop in the price of Gold was caused by 4 main factors: 1) The sale of 60 TONS of gold by Turkey, 2) the COMEX raising margin requirements 4 times, 3) Liquidity being tightened, 4) the trading circuit breakers on price freefall not being utilized. The big players KNEW Turkey was selling heavy and this allowed the perfect storm to be orchestrated to cause the price dump.

    23. @MonGoose22-v1w on

      'Could there be market manipulation?' you will never get anyone who's part of or benefiting from the 'system' to admit this for none of them want to be audited up the wazuu or loose their trading privileges lol.

    24. @MonGoose22-v1w on

      I don't understand the insanity inherent in hoping that your own currency and/or economy collapses while you are sitting on some pile of Gold/Silver that is only valuable in relative terms … do people not understand the consequence of such a collapse?

    27. @AT24-f7l on

      The US is exhibiting its immense weakness. As an American, the sh.. stain that is Trump will leave so much damage to America in the world, it infuriates me I will feel bis idiocy for a lifetime. Weak moron. Systematic destruction of our country around the world.

    28. @AT24-f7l on

      You may know stocks Miles but you have no idea about world history, war, or economics. Your take on the war is amateur hour.

    29. @MonGoose22-v1w on

      This guy spends half of the interview pumping stocks he likely owns… you know he's full of it if he recommends investments in the UK… when the UK doesn't want to invest in the UK… clownshow!

    30. @StevenAnderson-g3w on

      Nobody knows until everybody knows. The Gold price will spike faster than we can imagine, interest rates and the inflation will go to the roof. As a result the unemployment rate will skyrocket and the crimes won't be under control. The people will suffer to put food on the table and the homeowners will become poorer than the smart part of the renters. Remember, the homeownership is a lifestyle not a wealth. The house is a depreciating asset and any house older than 30 yeas of age is considered an old house….. Inflation can be a concern, but remember, certain assets like stocks and Crypto’s acts as a hedge. Long & short-term trading is generally safer, allowing investors to weather market volatility. I have managed to grow a nest egg of around 100k to a decent 432k in the space of a few months… I'm especially grateful to Elric Jorven whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

    31. @larrylow5641 on

      yes they could get tax money from the billionaires and trillion airs they have been skipping out of paying there fare share since Ronald Regan got in put in a wealth tax on them … watch some of the Roosevelt speeches he was on to it ….

    35. @thomashume6497 on

      When you compare Adrian Day and Clem Chambers it is like comparing a giant with a mouse and goes to show that having an English accent does not automatically make you intelligent. Mr Day actually puts his case and analysis forward in a coherent manner and educates us in the process. I think it is because Adrian sticks to his area of expertise he is not trying to take bites out of everything and anything in financial markets. A real gentleman. Thank you for your insights as always MR Day! I much prefer listening to you these days than Mr Schiff! 😂 I jest of course, sort of, but Peter is just a very passionate person at times. LOL

    39. @marienoel3712 on

      “Just take it”? Then do people go to prison in the U.S for robbing a gas station when it’s okay to “just take” stuff that don’t belong to us?

    41. @Joele54 on

      Talking about the USD having been the world'd reserve currency and the world will no longer want it after it loses that status: it will either force the US to get its debt under control or we will go the way of Rome.

    43. @johnmarkgatti3324 on

      good to know that Gold dropping is good news ..after i've had another couple of futures accounts wiped out ??. But yes the fact it was monetized, in a global shock, just shows why we hold it .

    44. @johnmarkgatti3324 on

      So people know the actual international nuclear monitoring organization has stated that they are/were, certain Iran's mad-mullahs ,had around 400 kgs of enriched to 60% uranium . That is basic bomb level stuff, and enriched many times more than needed for power ,ships or subs , the later of which Iran shows no sign of developing ?. it is also worth noting the MM's are of the Shiite sect that thinks actually starting their end time apocalypse, and the messiah popping by , is a great idea . A bad combination, particularly when their no.1 target also has a whole lotta nukes and a mindset of, 'if we go, everyone around us is going too' ??. Another plus for the rest of the world is, China not getting oil at $8 a barrel ,using it to undermine every other manufacturer on the planet .Hopefully soon we can all benefit from 30-40$ oil ,an actual plus for emerging and developed nations.

    46. @wm.scottpappert9869 on

      I’m wondering if the decline of gold is mostly an artifact of market dynamics needing to free cash in responding to prolonging of Iran war to invest in def stocks, oil and war metals. Gold mining companies are not seeing interest rates necessary for growth. All of which are inversely correlated with gold decline … watch for hedging on declining interest rates

    48. @brianhoward9217 on

      Thank you, Michelle, for a great and very informative interview. I always enjoy your thoughtful questions and positive attitude. You and your channel are two of the true winners of YouTube. So refreshing to watch a real professional do their work well. You're helping a lot of people with your videos so keep up the first class work. Cheers from sunny Sydney Australia 😎

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