Gold $4,000: Why This Isn’t The Top

12/10/2025 30 min

                    Gold $4,000: Why This Isn’t The Top

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Episode Synopsis


Natural Resource Stocks sits down with Garrett Goggin, CFA, CMT, Founder & Chief Analyst at Golden Portfolio, to break down why gold’s surge still has legs, how stablecoins are quietly funneling demand into gold, what GLD/SLV share counts say about sentiment, and how to value miners vs. royalty companies in a devaluing-dollar world. We cover central-bank buying, the “crypto → gold” bridge, and specific markers he watches (free cash flow vs enterprise value, grades, dilution, and the Lassonde curve). #Millettian