In this conversation with Anthony Milewski, The Oregon Group, we unpack why gold’s move looks sustainable, from a softer dollar and central-bank buying to de-dollarization and tariff policy, plus where the next 5–10x opportunities may hide outside the first world. We also touch on minor metals like rhenium, tungsten, and antimony, and the China refining choke point. Subscribe to stay ahead of the metals tape, like the video if this helped, and drop your take in the comments.