Kiener: Metal With Lowest Risk Is Gold

The video discusses the complex factors influencing global markets, including supply chain disruptions due to the Ukraine war, the impact of derivatives, and low inventory levels. It highlights the challenges in the oil market, driven by sanctions, and the tight conditions in the metals market, particularly for those critical to the green revolution. The discussion also covers the divergence between investor demand and real-world supply issues, emphasizing the importance of physical over paper assets. The video concludes with insights into the gold market, noting its potential as a safe haven amid geopolitical tensions.

What role does investor demand play in the pricing of metals?

How is the green revolution influencing the demand for certain metals?

What are the implications of gold and silver being in backwardation?