View all WisdomTree insights in the Gold category.
Washington is offering salaries of up to $400,000 to recruit rare earth and critical minerals specialists—a sign of how strategically important these supply chains have become. Christopher Gannatti explains why the Trump administration’s latest move could reinforce a long-term investment case for rare earths and strategic metals.
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Every F-35 fighter jet depends on more than 400 kilograms of rare earth minerals—many of which are processed almost entirely in China. Christopher Gannatti explains why America’s defense capabilities are now inseparable from critical mineral supply chains, and why rebuilding domestic capacity could take decades.
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Sixty minerals now sit on the U.S. critical minerals list, and many are controlled not by where they’re mined, but by where they’re processed: China. Christopher Gannatti maps these materials into seven strategic “baskets,” explaining why everything from EVs to semiconductors to missile systems depends on supply chains investors can no longer ignore.
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Taiwan produces more than 90% of the world’s leading-edge chips, making it one of the most important geopolitical chokepoints in global markets. Christopher Gannatti and Samuel Rines explain why investors should think beyond defense stocks and focus instead on the “Strategic Processing Reserve” of compute, cybersecurity, rare earths and supply-chain resilience.
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The next global power struggle isn’t over AI, it’s over the metals that make it possible. Christopher Gannatti introduces the WisdomTree Efficient Rare Earths Plus Strategic Metals Fund (WDIG), designed to capture the minerals reshaping geopolitics and supply chains.
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Gold swung from its biggest monthly gain since 1999 to its sharpest drop since 2013—all within Q1 2026. Christopher Gannatti and Nitesh Shah argue this volatility reflects liquidity-driven selling, not weakening fundamentals, and signals a transition toward a higher long-term price range.
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Adding gold to a portfolio has traditionally meant sacrificing equity exposure—a trade-off many investors resist. In this third and final blog of the “Adding, Not Replacing, the Age of Efficient Capital” blog series, Christopher Gannatti explains how strategies like the WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) allow investors to maintain core equity positions while layering in gold for diversification.
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The Bitcoin-to-gold ratio sits near 15.6, well below a model-implied 21, despite a macro backdrop that typically favors Bitcoin. Christopher Gannatti & Dovile Silenskyte outline the Bitcoin in Gold (BiG) model, reframing the debate around relative value and scenario analysis rather than price predictions.
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Gold’s 12% drop raised questions about its role in portfolios, but the underlying story may be more about market mechanics than fundamentals. Christopher Gannatti and Jon Flynn unpack what actually drove the decline and what it could mean for positioning going forward.
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Gold has remained surprisingly subdued amid the escalating Iran conflict, as short-term pressures from a stronger U.S. dollar, rising yields and liquidity-driven selling offset historically supportive geopolitical dynamics. Against this backdrop, Christopher Gannatti and Nitesh Shah argue that this pattern is consistent with past “down-then-up” episodes and suggest the current consolidation may represent a compelling opportunity to add exposure through WisdomTree gold strategies.
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Gold’s sharp January 30 selloff looked dramatic, but history shows these moves often reflect positioning resets, not broken theses. Christopher Gannatti analyzes why this correction fits a familiar pattern of liquidity, leverage and regime repricing rather than a collapse in gold’s long-term role.
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Gold and silver just experienced their most volatile trading day on record, with price swings typically seen over an entire year compressed into hours. Nitesh Shah analyzes what drove the shock move and why traditional indicators suggest this wasn’t a classic speculative frenzy.
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