Send us a text In this episode of Insights Over Coffee, host Sahhar Saleh is joined by Guner Turkmen, CEO of Lake Geneva Investment Partners, and Peter Mezzomo, a Portfolio Manager at Lake Geneva Investment Partners, to unpack the recent rally in gold and its evolving role in global markets. The conversation explores gold’s growing correlation with equities and risk assets, the factors driving central bank demand, and the behavioral dynamics fueling speculative buying. The discussion also examines the short- and long-term implications of this shift, including the potential for market corrections as investor expectations adjust, and concludes with a “Signal or Noise” segment assessing whether gold’s surge marks a lasting structural change or a temporary market phenomenon. 

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