Sell Gold Now & Buy Royalties for Huge Upside

The video argues investors should look beyond outright gold exposure and instead use gold royalties, exchanges and infrastructure as a higher-upside way to play the sector. The core thesis is that “smart money” is not chasing commodities directly, but positioning around them through toll-booth business models that can generate returns regardless of the gold price path. Benjamin Demase also highlights weakness in some gold royalty names as an opportunity and suggests options can be used to structure leveraged upside in precious metals. The discussion frames royalties and related infrastructure assets as a more strategic way to gain exposure than holding physical gold alone. For traders, the message is more equity/valuation-driven than spot-market driven: it is an allocation argument favoring royalty and infrastructure vehicles over direct metal exposure. No price targets, flow data or near-term catalyst for XAU are given, so this is better read as a positioning view than actionable market color on gold itself.