Gold and silver retain high floors and strong upside, but Bitcoin's asymmetric risk-reward profile remains more pronounced. With dividend yields at record lows, gold's total return advantage narrows, while Bitcoin offers self-custody and digital utility.
View full episode →“Gold and silver are at lifetime highs and will stay strong until at least 2033”
“A modest 20‑25 % correction in gold is expected around 2033‑2034 due to currency instability”
“Other commodities (silver, precious metals) will follow gold’s trajectory but with higher volatility”