John Paulson, founder of Paulson & Co., believes gold is in the early stages of a long-term bull market driven by declining faith in paper currencies and strong central bank demand. He has shifted his investment focus from physical gold to gold mining equities, especially junior exploration companies, as he sees greater potential returns there. Recently, Paulson's hedge fund agreed to an all-share deal with NOVAGOLD to acquire his 40% stake in the Donlin Gold project, one of the world's largest undeveloped gold deposits. Paulson views investing in companies like NOVAGOLD as the best way to gain exposure to gold's upside potential.
In 2026, physical gold ETFs like GLDM and IAUM have declined about 6% due to Federal Reserve rate hikes and geopolitical tensions, yet new funds such as Y’all Street Physical Gold ETF (YSAU) are launching, offering unique features like domestic gold ...
Samuel Smith, an experienced analyst, expresses strong confidence in real assets, noting they are undervalued compared to high-growth tech stocks which appear overvalued. He believes quality real asset investments will increase significantly over tim...
