In this featured presentation video with/ Parallel Systems, Samantha LaDuc discusses why gold’s breakout is a macro story—driven by fiscal dominance, de-dollarization, policy-led dollar devaluation, and central-bank accumulation (notably China settling trade in gold)—with knock-on effects into silver, miners, and inflation-sensitive industrial metals.
She contrasts Bitcoin/stablecoins as dollar-dependent risk assets rather than safe havens, and flags underpriced risks from trade wars, rare-earth constraints, and AI-led equity concentration, noting the Fed can’t “print” commodities.
While structurally bullish on precious metals, Samantha warns the current parabolic move can correct; her guidance is to stay tactical—ride durable trends but protect gains and watch the dollar, yields, breadth, and the yen-carry unwind.
