Mining Metrics: Jaime Carrasco – Forget gold, buy the producers and silver

Gold’s comeback isn’t just a rally—it’s a reset. That’s the view of portfolio manager Jaime Carrasco, who says this week’s surge in gold and silver prices reflects deeper cracks in the global financial system. Speaking to Mining Metrics, Carrasco warned that Western investors remain dangerously underexposed to precious metals, even as central banks and emerging markets quietly reintroduce gold into trade and monetary frameworks. “Gold is re-entering the monetary system—this time, by design,” he said.