Mining.com – YouTube, Released on 6/16/26
Gold has rebounded above $4,300 an ounce after a tentative US-Iran peace agreement eased concerns over oil-driven inflation and future rate hikes. But veteran commodities trader a Vincent Lanci says investors may be focusing on the wrong story. In this episode of Top of Mine, he explains why central-bank gold buying, the future of collateral and the shifting balance of global financial power could matter far more than the next move in the gold price.
01:25 Why Gold’s Correction Changes Nothing
03:20 Why Gold Didn’t Behave Like A Safe Haven
05:35 China Buys More Gold At Higher Prices
07:15 Why Mining Stocks Are Falling Behind
09:40 Lanci’s Gold Bull Case Into November
11:05 Why The Financial System Runs On Collateral
14:00 Can Gold Challenge U.S. Treasuries?
17:10 Silver’s Next Move And The Gold-Silver Ratio
21:15 Gold Trading Shifts East To Singapore
Vince’s new book: As Good As Gold: The Return of Real Money
Vince Lanci is Managing Partner at Echobay Partners LLC. Vince founded Echobay after a profitable career running CiS Options and Berard Capital. He is a Professor at the University of Connecticut and the author of the GoldFix on Substack. His latest book is As Good As Gold: The Return of Real Money.