Let's bring in CNBC contributor Peter Bookbar, chief investment officer at OnePoint BFG Wealth Partners. Peter, great to have you with us. Um, I just want to sort of fold you into this conversation that we're having and the CPI gives us the green light to think that there's two more cuts, but at the same time, we are at record highs across the board, entering a huge earning season.What What's your view of the markets and how we are valued right now. Well, now uh relative to 2025 earnings estimates, obviousl ...

All right, gold and silver both pacing for their best week in five years. For more on that recent rally and his outlook for the precious metals, we want to bring in Don Striven. He is co-head of global commodities research at Goldman Sachs.And Don, you recently brought up your price target for gold, the gold, the price you expect by December of next year. Um, what' you say. 4,900 instead of the 4,300 that you'd been at previously.What what made you say aside from just watching how quickly things were runnin ...