# #74 When gold falls and oil calls the shots

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Text version: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/74-when-gold-falls-and-oil-calls-the-shots.md
Podcast: [The Investment Perspective, with Ninety One](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967)
Published: 2026-03-27T09:44:28+00:00
Episode link: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/74
Audio file: https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69c6297ac2759aa9b1f89c7f/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/74-when-gold-falls-and-oil-calls-the-shots
Duration seconds: 519

## Resource

In a market where gold no longer behaves like a safe haven and oil is rewriting the rules, investors are being forced to rethink old assumptions. George Chevely unpacks the dynamics across precious and industrial metals, and explains why energy, not gold, may now be the dominant force shaping returns. Hosted on Acast. See acast.com/privacy for more information.

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## Transcript

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