Why Gold Dropped During Iran War & What Happens Next (Most Investors Get This Wrong) | Adrian Day

Video Description

Michelle Makori, President & Editor-in-Chief, Miles Franklin Media, sits down with Adrian Day, Chairman & CEO of Adrian Day Asset Management, to break down why gold dropped during the Iran war and what comes next. Gold fell sharply as the Iran conflict escalated, but according to Adrian Day, this isn’t unusual at all. In this interview, Day explains the real drivers behind gold’s decline, including “buy the rumor, sell the news,” a surge in the U.S. dollar, and a global rush for liquidity. He also warns that markets may be underpricing major risks – from persistent inflation and energy shocks to a weakening economy and a Federal Reserve stuck in a difficult position. Day shares his outlook for gold, the dollar, and global markets, including why he believes gold could reach $6,000 in the next 18 months. In this episode of the Real Story with Michelle Makori: - Why gold fell during the Iran war (and why it’s normal) - The “buy the rumor, sell the news” dynamic - The role of the U.S. dollar and rising yields - Liquidity shocks and forced selling - Why markets may be underpricing inflation risks - The Fed’s dilemma: inflation vs recession - Gold price outlook: $6,000 target - Opportunities in gold stocks and global markets Follow Michelle Makori on X: https://x.com/MichelleMakori Follow Miles Franklin Media on X: https://x.com/MilesFranklinCo You can sign up for our newsletter here: https://milesfranklin.com/sign-up/ 00:00 Coming up 00:44 Introduction 02:08 Why Gold Fell 07:35 Gold & Liquidity 12:54 Oil Shock Hits Demand 18:58 Petrodollar & War Outcome 23:17 Dedollarization Accelerates 31:10 Oil Costs & Miners 36:57 Valuations Buying Opportunity 40:14 Macro Outlook Recession Risks 45:35 Foreign Markets Take Lead 47:16 Rotate to Value Defense 48:44 Debt Spiral 53:24 Reserve Currency Risk 56:26 Gold Price Outlook 58:25 Fertilizer Food Shock 01:03:12 Fed Cuts & QE Return 01:06:58 Positioning and Picks 01:12:03 Silver & Final Advice #gold #dollar #oil #economy #investing 👍 Like, 🔔 Subscribe, and Stay Informed Join Miles Franklin Media for expert interviews, market insights, and real-time coverage of gold, silver, Bitcoin, and global economics. Hit the bell to get notified the moment new content drops – don’t miss a move in the markets. ___________________ Miles Franklin: 📞 Call us: 1-952-929-7006 📧 Email us: [email protected] 🔗 Website: https://milesfranklin.com/ ▶️ YouTube: https://youtube.com/MilesFranklinCo?sub_confirmation=1 📱 X: https://x.com/MilesFranklinCo 📸 Instagram: https://www.instagram.com/milesfranklinmedia/ 💼 LinkedIn: https://www.linkedin.com/in/miles-franklin-9a6632369/ 📘 Facebook: http://fb.com/MilesFranklinCo 📩 For media inquiries, contact: [email protected] 📺 About Miles Franklin Media Join Miles Franklin Media for unfiltered financial and economic news and insights. Through expert interviews and real market intelligence, we cut through the noise and challenge the mainstream narrative. Anchored in the principles of sound money, we uncover the truth about money, markets, macroeconomics, geopolitics, and power – delivering credible insights to help you protect your wealth, future, and freedom. 🏦 About Miles Franklin Miles Franklin is a trusted leader in wealth preservation, with over $11 billion in precious metals sales since 1989. Specializing in gold and silver, we help clients safeguard their wealth with real assets that stand the test of time. ___________________ Disclaimer: The views and opinions expressed in this video are those of the individual speakers and do not necessarily reflect the views of Miles Franklin Precious Metals, its affiliates, owners, anchors, producers or hosts. This content is provided for informational and educational purposes only and is not intended as financial, legal, or investment advice. Nothing said in this video should be construed as a recommendation to buy or sell any financial asset. You should always consult with a qualified financial advisor, legal professional, or tax expert before making any investment decisions. Investing involves risk, including the potential loss of principal. By watching this video, you agree that neither the hosts, guests, nor Miles Franklin Media are responsible for any investment decisions you make based on the information presented. Use of this content is at your own risk.