In this presentation, Jeffrey Christian of CPM Group discusses recent movements in gold, silver, platinum, and palladium prices. He explains the key drivers behind the recent rally, including political uncertainty, persistent inflation, and weakening economic data.

A major focus of the presentation is on practical strategies for investors who want to remain long gold while managing downside risk. Jeff explains how tools such as leasing, put options, and structured hedging strategies can help protect gains without requiring investors to exit their positions. The discussion also addresses misinformation in the market, central bank activity, and shifting physical gold flows due to war.

Courtesy of the CPM Group