Gold still shining, hitting fresh record highs and pushing above 4,100 an ounce. This comes as President Trump floats more potential tariffs and investors flock to safe havens. But our next guest says the rally it's more about fundamentals than fear.Joining me now, we have David Miller, CIO and senior portfolio manager at Catalyst Funds. David, great to see you as always. So, first big picture, let's let's talk about what's kind of just driving this run in gold.You say, you put it like this, David. You say ...