The David Lin Report

'Worse' Than 2000 Bubble; Crisis More Serious Than You Think | Peter Grandich

19 snips
Nov 12, 2025
Peter Grandich, founder of Peter Grandich & Company, shares his bold predictions for the gold market, forecasting prices could soar to $5,000 due to rising physical demand. He stresses the importance of shifting investments towards cash and commodities while avoiding the stock market and Bitcoin. The conversation also delves into economic fragility, retirement planning, and comparisons to past financial bubbles, particularly regarding AI investments. Grandich provides insights on commodity investments like uranium and emphasizes the threats posed by geopolitical tensions.
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ANECDOTE

Personal Shift Into Gold And Cash

  • Grandich sold stocks and bonds in 2021 and moved into physical gold and miners.
  • He later took profits, bought miners and juniors, then shifted much cash into money markets and T-bills.
INSIGHT

Physical Gold Beats Paper Markets

  • Physical demand in the Far East now dominates and overpowers the paper gold market.
  • This structural shift makes gold's upward trend more durable than past cycles.
INSIGHT

Institutions Are Accepting Larger Gold Allocations

  • Major financial institutions now recommend allocations up to 20% in gold.
  • That institutional shift signals recognition of gold as a monetary hedge, not just a trade.
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