Mining Metrics: US shutdown, gold – Newhaven Asset Management

Gold is smashing records near $3,900 an ounce, the U.S. government is in shutdown, and investors are trying to read the signals across equities and commodities.

On this week’s Mining Metrics, Devan Murugan sits down with Rebecca Teltscher, Portfolio Manager at Newhaven Asset Management, to unpack what’s really driving markets, whether the gold surge is built on fundamentals or fear, and where she sees the biggest risks heading into year-end.