Episode

#64 Gold at $5 000: Bubble blow-off or just getting started?

Podcast
The Investment Perspective, with Ninety One
Published
Feb 5, 2026
Duration seconds
648
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https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/64
Audio
https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/6984414ee98d78ec188f8072/media.mp3
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Summary

After a breathtaking surge that carried gold well beyond $5 000 an ounce, followed by a brutal pullback, investors are questioning whether the rally has finally run its course. George Cheveley unpacks what drove the frenzy, why volatility is here to stay, and why gold equities may still offer compelling value despite the metal’s wild ride. Hosted on Acast. See acast.com/privacy for more information.