Video News/In Focus with Jeremy Szafron

David Rosenberg, chief economist and strategist at Rosenberg Research & Associates, says the recent gold selloff is not the end of the bull market. Speaking with Kitco News, Rosenberg said, “No, I think the bull is still alive,” arguing that the correction was driven by margin calls and weak hands rather than a breakdown in the long-term thesis. Rosenberg said central banks remain the key driver of gold demand as they continue shifting reserves away from the US dollar and into bullion. He also discussed risks in the US economy, the equity wealth effect, AI-related market concentration, the Warsh Fed transition, Canada’s household debt problem, and why he remains bullish on gold and gold miners over a three- to five-year horizon.