Will Gold Keep Climbing? Deep Dive into Safe Havens & Market Hedging

Oct 11, 2025

In this discussion, financial analyst Ian Dunlap shares his insights on gold as a crucial hedge in uncertain markets. He highlights gold's remarkable performance, even outpacing the NASDAQ. Ian argues that major global money printing is the only factor that could trigger a significant pullback. He emphasizes the importance of balancing risk-on assets with solid hedges like gold. Rashad provides firsthand accounts of gold exports from Guinea to Dubai, reinforcing gold's ongoing appeal. This conversation is a must-listen for both novice and seasoned investors!

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INSIGHT

Gold As The Ultimate Hedge

Gold functions as the ultimate portfolio hedge against macro and political volatility.
Ian Dunlap expects gold to keep climbing and sees no near-term pullback.

ADVICE

Balance Risk-On With Hedging

Build portfolios with both risk-on assets and hedges so they offset each other.
Hold gold as a hedge against a potential market downturn, Ian recommends staying long.

INSIGHT

What Could Topple Gold

A major driver of gold retracement would be large-scale money printing and near-zero interest rates.
Without 2008/2020-style liquidity, Ian doesn't see a reason to short gold.

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Welcome back to Market Mondays! In this insightful clip, Rashad Bilal, Troy Millings, and financial analyst Ian Dunlap sit down to break down gold’s explosive performance—nearly at an all-time high and even outpacing the NASDAQ year to date! If you’ve been following the markets or are worried about economic uncertainty, this discussion is for you. Ian gives his perspective on gold as the ultimate hedge in your portfolio, especially in times of government volatility or looming shutdowns. The guys dissect the reasons why gold and other “safe haven” assets like Bitcoin continue to shine under these market conditions, pointing to big voices like Mike Novogratz who have championed gold amidst uncertainty. They talk about the importance of balancing “risk-on” assets (think: AI stocks, crypto, tech) versus solid hedges like gold. Troy plays devil’s advocate and prompts a conversation about what, if anything, could cause gold to retrace or pull back. Ian’s response? Unless we see major global money printing and near-zero interest rates like in 2008 or during COVID, gold’s run looks far from over. On top of that, Rashad gives some on-the-ground perspective from Guinea, a major hub for gold exports, revealing the scale of gold flowing out to places like Dubai every week. They go deep on gold’s historical trends, why central banks and big funds still stockpile it, and why being a disciplined investor is more important than ever. Whether you’re new to investing or a seasoned pro, you’ll get key takeaways on building a balanced portfolio and following the “golden rule”: follow the money and don’t ignore what’s right in front of you! *Don’t forget to like, subscribe, and share! Drop your thoughts and questions on gold and hedging in the comments below.* #MarketMondays #GoldInvesting #SafeHaven #FinancialFreedom #PortfolioHedge #InvestingWisdom #Bitcoin #Nasdaq #MikeNovogratz #GovernmentShutdown #InterestRates #Commodities #GoldVsCrypto #AllWeatherPortfolio #RayDalio #FinanceTalk #DubaiGold #GuineaGold #FollowTheMoney

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