Grasso and others make some very strong arguments on gold versus paper, very rare for CNCB, the new normal really is starting to be recognized versus a few years ago. This tells me gold is going much higher as do many other sources not the least of which is pension funds dipping their toes into gold at long last on top of central bank gold buying on top of the usual gold buyers like India and China.

It is in the last few minutes of this clip, not the beginning

http://video.cnbc.com/gallery/?video=3000058096