Anthony Milewski from The Oregon Group has a compelling take on why gold’s current move has real staying power — from a softer dollar and relentless central bank buying to broader de-dollarization trends and how tariff policies are reshaping global trade flows. But what really gets him excited are the potential 5-10x opportunities he’s spotting outside the first world, where most investors aren’t looking yet.
Anthony also dives into some of the minor metals that could be massive — rhenium, tungsten, antimony — and explains how China’s stranglehold on refining capacity is creating vulnerabilities that smart investors can exploit. If you want to understand where the real leverage might be hiding in this metals cycle, his perspective on both the macro drivers and the overlooked corners of the market is worth your time.
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