What's Up With Gold?
Fri Feb 06 2026
Gold is up big and the headlines are everywhere. Is gold an inflation hedge, a fear asset, or something else entirely? In this episode, Ken Moraif and Jordan Roach break down what is driving the move in gold, why central banks matter more than most people realize, and how to think about gold, silver, and crypto in a retirement focused portfolio.
We cover why gold often moves on fear and geopolitics, how major events can push demand, why institutional flows can amplify price moves, and what risks show up when an asset gets crowded. If you are retired or retiring soon and you are wondering whether to chase the gold rally, this conversation will help you frame the decision with risk first.
Like & subscribe for weekly retirement insights.
00:00 Gold is up big so whats driving it
02:05 Gold is not a pure inflation hedge its more about fear
04:25 Ukraine and rising geopolitical risk as a catalyst
07:10 Central banks and institutional money move gold prices
10:35 Retail investors and the risk of buying late
13:10 Silver and the gold to silver ratio
16:05 Gold vs crypto and how retirees should think about position size
RPOA Advisors, Inc. (d/b/a Retirement Planners of America) (“RPOA”) is an SEC-registered investment adviser. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RPOA has attained a certain level of skill or training.
This podcast has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, personalized investment, financial, tax, or legal advice. RPOA does not provide tax or legal advice. You should consult your own tax and legal advisors before engaging in any transaction or strategy.
Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Please make sure you fully understand the risks involved before trading cryptocurrencies.
Opinions expressed are those of RPOA as of the date of publication and are subject to change. Investing involves risks, including possible loss of principal. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss. Past performance is no guarantee of future results.
More
Gold is up big and the headlines are everywhere. Is gold an inflation hedge, a fear asset, or something else entirely? In this episode, Ken Moraif and Jordan Roach break down what is driving the move in gold, why central banks matter more than most people realize, and how to think about gold, silver, and crypto in a retirement focused portfolio. We cover why gold often moves on fear and geopolitics, how major events can push demand, why institutional flows can amplify price moves, and what risks show up when an asset gets crowded. If you are retired or retiring soon and you are wondering whether to chase the gold rally, this conversation will help you frame the decision with risk first. Like & subscribe for weekly retirement insights. 00:00 Gold is up big so whats driving it 02:05 Gold is not a pure inflation hedge its more about fear 04:25 Ukraine and rising geopolitical risk as a catalyst 07:10 Central banks and institutional money move gold prices 10:35 Retail investors and the risk of buying late 13:10 Silver and the gold to silver ratio 16:05 Gold vs crypto and how retirees should think about position size RPOA Advisors, Inc. (d/b/a Retirement Planners of America) (“RPOA”) is an SEC-registered investment adviser. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RPOA has attained a certain level of skill or training. This podcast has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, personalized investment, financial, tax, or legal advice. RPOA does not provide tax or legal advice. You should consult your own tax and legal advisors before engaging in any transaction or strategy. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Please make sure you fully understand the risks involved before trading cryptocurrencies. Opinions expressed are those of RPOA as of the date of publication and are subject to change. Investing involves risks, including possible loss of principal. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss. Past performance is no guarantee of future results.