On his recent trip to New York City, Frank Holmes stopped by Kitco News to chat with Daniela Cambone about the latest updates in the gold market. On what's driving the rally, Frank says that an imbalance of fiscal and monetary policy, such as tariffs and negative real interest rates, are a big factor. Some investors talk of $2,000 an ounce gold, but Frank thinks $10,000 an ounce wouldn't be crazy. "I don't think it's going to happen in the next 12 months, but I think that the supply of gold has peaked."