Ann: Macquarie appointed to advise on Lithium value Realisation, page-79

Another video on the outlook for gold, again the interviewee has put his money where his mouth is.

He's basically saying gold prices have always historically been to the inverse of real yields.
ie if the 10 year bond yield is 1.5% and inflation is 4%, it's a negative real rate of 2.5% which is bullish for gold.
he's saying with the QE and the expected recovery with vaccines, inflation will take off. It's risen already, but the measurement lags the reality which is why gold is still down, but has a long way to go. He was more bullish on silver.

https://www.*****.com/news/video/show/Market-Analysis/3239/2021-03-01/Lobo-Tiggre-on-why-gold-has-not-responded-to-rising-inflation#_48_INSTANCE_puYLh9Vd66QY_=https%3A%2F%2Fwww.*****.com%2Fnews%2Fvideo%2Flatest%3Fshow%3DMarket-Analysis