May 25, 2025 – Gold Rallies on Fed Cues and ETF Inflows
Daily Gold Market Update with Professor Remington Vanderbilt by VanderbiltRemington
Episode notes
- 00:28 – Gold’s Bull Run in Context Gold recorded 76 all-time highs by April 2025; while impressive, it's still short of historical extremes like the 1970s (209 highs), suggesting room to run.
- 01:06 – The “Big Long” Thesis for Gold Gold’s strength is tied to structural forces: declining trust in Western systems, sustained inflation fears, and robust central bank buying.
- 02:26 – Central Bank Demand & Poland’s Surprise Role Over 1,000 tonnes net purchases for three years straight, with Poland emerging as the top buyer in 2024—signaling deeper monetary strategy shifts.
- 04:20 – Short-Term Corrections vs Long-Term Targets While a dip to $2,800 is possible, the report maintains bullish targets: $4,800 (base) and $8,900 (inflationary case) by 2030. ...
Keywords
Gold marketCentral bank gold buyingInflation hedgeSilver investmentGeopolitical risk