Florian Grummes, Managing Director of Midas Touch Consulting and commodity analyst focused on precious metals and energy markets. He breaks down how the Iran war is reshaping oil, gold, and Bitcoin. He maps long-term damage to Middle East energy, explains why gold did not act like a safe haven, and outlines commodities versus stocks cycles and tactical buy-the-dip ideas.
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insights INSIGHT
Commodities Cycle Reversal After Iran Shock
Commodities look set to outperform stocks for years because the Iran conflict re-accelerated a decade-long cycle reversal.
Florian points to the S&P GSCI vs S&P 500 ratio and expects commodities to lead for at least the next five years, driven by energy weightings.
insights INSIGHT
Oil Shocks Translate Directly Into Higher Inflation
Rising commodity and oil prices from Middle East disruptions are inflationary and push cost of living higher.
Florian links oil-driven logistics and energy inputs to broader price increases and warns of stagflation risks for consumers.
volunteer_activism ADVICE
Buy The Dip In Gold Not The Panic
Buy dips in the ongoing gold bull market rather than panic when everything sells off during liquidity stress.
Florian bought physical metals Monday and explains gold entered the war already overbought after a massive rally since 2024.
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Start earning interest in gold: https://Monetary-Metals.com/LinFlorian Grummes, Managing Director of Midas Touch Consulting, discusses the Iran war's impact on oil, gold, and Bitcoin, explaining how geopolitical turmoil is reshaping commodity cycles, inflation expectations, and investor positioning across all major asset classes. Watch Florian’s last interview with David: https://youtu.be/frIl32YrBDM*This video was recorded on March 25, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW FLORIAN GRUMMES: Website: https://www.midastouch-consulting.comLinkedIn: https://www.linkedin.com/in/floriangrummes/X: https://twitter.com/FlorianGrummesSubstack: https://substack.com/@midastouchconsultingSeeking Alpha: https://seekingalpha.com/author/florian-grummesTelegram: https://t.me/MidasTouchConsultingFacebook: https://www.facebook.com/Midastouchconsulting FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:32 - Iran war4:19 - Strait of Hormuz and oil market7:53 - Commodities vs. Stocks9:17 - Inflation, stagflation and cost of living12:23 - Gold analysis, technical outlook, and signals27:19 - Bitcoin and crypto winter#gold #bitcoin #stocks
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