The gold price approached all time highs $2050 an ounce just after the Russian invasion of Ukraine. Since then it has fall back to around $1,930, a range it’s been in since the early days of the pandemic.

Because events around the world are moving so fast and policy makers are beginning to take steps to combat inflation, we thought it would be a good idea to touch base again with fund manager and commodities specialist James Luke, to find out what exactly is going on.

Running order:

02;00 - Part one: The Russian sanctions boosting gold demand

08:36 - Part two: Ukraine crisis vs Fed interest rate hikes: what's driving demand for gold?

18:09 - Part three: Gold equities and the potential for negative shocks


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