Inflation Is Back... And Gold Is Falling Apart

Inflation is back, oil is above $110, and gold is down 29% from its January record. The number that actually moves gold isn't inflation. It's the 10-year real yield on FRED. 0:00 Gold just lost to inflation 1:24 The January gold rush 2:26 1980: Volcker breaks gold 3:32 2013: John Paulson's gold bet 4:46 Gold vs inflation, 2020 to 2026 5:42 The bonus that moves gold 7:30 Kevin Warsh hikes rates 9:18 Hot inflation, falling gold 11:16 War, oil and margin calls 12:53 Who's still buying gold 14:03 Your Costco gold bar 14:45 Stocks, mortgages and savers 16:06 What would make gold run again Clips: Kevin Warsh, Austan Goolsbee (Yahoo Finance). Data: FRED, BLS, World Gold Council, TreasuryDirect, Reuters, Bloomberg. This video is for entertainment purposes only. It's not financial or investment advice, and it's not an educational course. Most visuals in this video are digital illustrations; a small amount of AI was used in production.