As global tensions rapidly escalate and gold prices continue to hit historic highs, is the commodity cycle also ready to soar? Grant Williams, the author and host of the Grant Williams podcast, warns investors that the geopolitical landscape is changing and currencies are depreciating, indicating a significant shift in the global order.

Williams said, "We feel like we're approaching a point where people will start investing their money in commodities again

He pointed out that the stock market (especially technology stocks) is overvalued, and "currency depreciation is much faster, people will want to have physical assets".

Williams pointed out that precious metals, especially gold, are a safe haven in the current environment. He said, "There is a strong driving force behind precious metals, especially gold." He added, "Silver will catch up at some point, but the weight behind gold is largely safe haven buying

He added that in this environment, the energy market also has potential, especially in the context of political leadership changes in the United States and Canada.

Williams also pointed out that the global power dynamics are undergoing changes. He said, "In recent months, I have felt from the bottom of my heart that the West is accelerating its decline. Wherever you look, conflicts around the world are increasing

He said that this happened against the backdrop of the new term of the US president, and that 'Trump is very anti war'.

Williams emphasized the importance of supply chain return, especially in the critical mineral sector. But he warned that such a move would be "very inflationary" for Americans.

Williams also mentioned the need to reconsider investment strategies for 2025. He said, 'I hope to do my best to obtain safe returns.' He also added that 'seeking private investment' and 'reimagining your views on investment' are key.

He believes that investors need to "return to the practice of investing, rather than buying stocks," and focus on "owning a part of the business," rather than just chasing stock prices.

Williams warns that the next few years will be full of uncertainty, risk, and volatility. He said, "In these four years, many things such as politics, geopolitics, finance, and economy will reach critical junctures, which means that the possibility of misjudgment somewhere is increasing.