John Rubino - Gold, Gold Stocks and Oil; Is It Geopolitics Or Other Factors Driving Price?

John Rubino (follow John's Substack here) joins us to discuss the balance between geopolitics vs other market factors driving gold, oil and the broad averages.

With war escalating in the middle east over the weekend we note the initial muted moves in markets and metals. The market has started to breakdown in the later part of the trading day.  We focus on other parts of the markets, higher US Dollar, interest rates and lower rate cut expectations.

John shares his thoughts on where gold stocks are going and the types of exploration stocks he is focused on.