Gold has fallen about 27% from its peak, almost exactly what it dropped in 2008 and again during COVID. Jeff Clark says that is not a warning. It’s a buying window.

In this conversation, GoldSilver’s Maggie Lake sits down with Jeff Clark, founder of The Gold Advisor, to make sense of a brutal year for gold. Jeff explains why the selloff is mostly about interest rates and short-term by nature, why the debt and fiat backdrop forces him to stay aggressively long, and why the mining sector’s record cash flow could pull the next wave of money in.

You’ll learn:

Why gold’s 27% drawdown mirrors 2008 and COVID, and what came next both times
The 95% correlation between this gold market and the 1970s bull market
Why higher rates are pressuring gold, and why Jeff sees it as temporary
How durable central bank buying really is, at 850 to 1,000 tons a year
Why gold producers’ free cash flow is the highest in recorded history, even at $4,000
Why the gold-silver ratio at 70 points the opportunity toward silver
What a coming wave of mining M&A could mean for the strongest projects

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The GoldSilver Team

0:00 Gold’s 27% Drawdown
0:28 Welcome & Introduction
0:57 What’s Holding Gold Down Right Now
2:00 Breakout or More Sideways Action?
2:35 The 95% Correlation to the 1970s
3:48 Consolidation vs. Real Breakdown
4:04 Every Currency Is Now Fiat
5:21 What Could Spark the Next Move
5:52 Black Swans: Half of All Crises
6:41 Is Central Bank Buying Durable?
8:40 Jeff’s Price Target for Gold
9:22 The Buying Window Is Open
9:52 Why Gold Miners Have Lagged
11:11 Record Free Cash Flow at $4,000 Gold
12:08 Gold or Silver: Which Is More Attractive?
13:38 Is M&A Coming to Mining?
16:09 Could We See Another Speculative Rush?
18:09 The Biggest Risk to the Bull Thesis
19:28 Closing

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Author

Shin John
Shin JohnYtv Market News
Share-market news writer and analyst with deep experience covering equities, commodities, forex, and cryptocurrencies for readers in the USA, UK, Canada, and Australia. Ytv Market News delivers timely market updates, practical trading insights, and clear explanations of macro and company-level catalysts that move prices. Combines on-the-ground financial reporting with technical analysis, using concise charts and actionable ideas to help investors and traders make smarter decisions.