Gold Collapse?! YOU Should Be Laughing Too! | Daniel Lacalle
The media calls it a “gold collapse.” Daniel Lacalle calls it a joke.
While investors panic, central banks keep buying, liquidity is tightening, and the U.S. dollar looks stronger than ever — but for how long?
Chief Economist Daniel Lacalle joins me to explain why gold’s fundamentals remain intact, why the dollar’s dominance isn’t dead yet, and how this Fed pivot could set off the next melt-up in global markets.
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Website & Articles: https://www.dlacalle.com/en/
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Timestamps
00:00 Intro
00:27 Why the “gold collapse” makes Daniel Lacalle laugh
02:05 Leverage, liquidity, and the real reason gold corrected
03:37 Central-bank demand & the real floor for gold
05:09 The dollar’s surprise strength explained
06:48 Europe’s debt spiral and the yen/euro unwind
08:22 Is the U.S. dollar really dying?
10:30 Gold vs Fiat: the rebalancing of global reserves
12:18 De-dollarization vs loss of confidence in all fiat
14:15 Asia trade deals & Trump’s geopolitical strategy
16:00 U.S.–China tech war & AI supremacy
17:50 Market melt-up or liquidity mirage?
19:08 Why valuations aren’t as crazy as they look
21:00 The concentration problem in U.S. markets
22:38 Where real value hides in the S&P 500
23:14 Fed cut preview – cheap money returns
25:00 Who really benefits from the Fed pivot
26:40 The neutral rate and coming rate cuts
28:17 Outlook – 2025 melt-up, 2026 reality check
30:00 Wrapping up + where to follow Daniel
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