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In this episode, we analyze the "uncomfortable questions" raised by a 145% two-year surge in gold and the "froth" appearing in silver markets. UBS strategist Bhanu Baweja discusses South Africa’s economic pivot, noting that its move toward a primary budget surplus and high real yields stands in stark contrast to Japan’s current struggles. Finally, Agriculture Minister John Steenhuisen reveals a massive public-private partnership aimed at vaccinating 14 million cattle to break the "raging fire" of foot-and-mouth disease. Video production by Ruan Erasmus Timestamps: 00:00 – Gold and silver prices surge: Understanding the "fear-driven" rally 01:12 – Why gold is defying traditional market signals and bond yields 02:35 – UBS Strategist Bhanu Baweja on precious metals 04:02 – High real yields and fiscal reforms strengthening the Rand 05:18 – South Africa vs. Japan 06:30 – John Steenhuisen on the foot-and-mouth disease crisis 07:15 – Ad break: WeBuyCars (www.webuycars.co.za) 07:45 – Vaccinating the national livestock herd 08:52 – Opening the vaccine market Support South Africa’s bastion of independent journalism, offering balanced insights on investments, business, and the political economy, by joining BizNews Premium. Register here - https://bit.ly/4ifcIWO Your early morning brew of the BizNews Insider keeps you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here - https://bit.ly/3is4b7l Join this channel to get access to perks: / @biznewstv