u/big-papito

The author explicitly states their strategy is to "keep buying gold an gold miners." Gold miners offer leveraged exposure to the price of gold. If gold prices rise due to geopolitical unrest, miners' profitability and stock prices often increase at a greater rate. The author is buying gold miners to amplify their bullish bet on gold, which is predicated on their expectation of future global instability. In addition to gold price risk, miners face operational risks (e.g., production issues, rising costs) and management risks that could cause them to underperform the underlying commodity.

The author believes there will be "massive geopolitical unrest for the foreseeable future." Historically, gold is considered a safe-haven asset that performs well during times of geopolitical instability and uncertainty. The author is buying gold as a direct play on their thesis of sustained global turmoil, viewing it as a clear trend. A decrease in geopolitical tensions, a stronger-than-expected dollar, or rising real interest rates could negatively impact the price of gold.