The David Lin Report $5,000 Gold Is Here; CEO Reveals Next Asset To Double | Will Rhind
Jan 25, 2026
Will Rhind, CEO of GraniteShares and 20-year ETF veteran, explains why gold and silver are surging and may hit new highs. He discusses de-dollarization, why silver and platinum could rally next, and how supply deficits and industrial demand are reshaping commodities. Short, sharp takes on allocation, copper, and why crypto has lagged.
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Gold Looks Undervalued Versus Stocks
- Gold is trading at highs while equities also remain high, making gold look undervalued by traditional gold-to-equity ratios.
- That gap suggests more upside if allocation shifts toward gold continue.
Silver Played Catch-Up To Gold
- Silver lagged gold for years and then caught up rapidly as investors sought non-correlated hard assets.
- Silver's volatility makes it a leveraged play on gold once demand materializes.
Watch For Mania, Not Mere Bullish Headlines
- Watch for mania signals before assuming a market top; media hype alone doesn't equal mania yet.
- Remain cautious but recognize growing awareness as an earlier-stage development, not peak euphoria.