AuAg Funds CEO Eric Strand joined Proactive's Stephen Gunnion with the latest industry trends in the HANetf & AuAg Funds' Monthly Gold Miners Market Report for November.
Strand discusses how current macro dynamics are affecting the market, noting that as long as real interest rates remain negative it should make gold stronger in the long run. In the short term, he says rapidly rising rates and the strong dollar have created a headwind for the metal.
However, he says a dollar topping out and a market expecting an upcoming pivot from central banks add to the case for a stronger gold price.