For some reason Ben Davies seems to be the new darling of the gold world (well he is kind of cute). He is frequently on Kingworld News and now CNBC Asia I think. If you want to watch this video of him (yes Kim go on ahead and see what you think) , it is attached. Big picture he is very bullish on gold. When pushed by the interviewer on what he sees as the "end game" for gold he said there well could be a change in the international monetary system and hence no huge fall off in gold prices. (the last part after "and" was my take on what he meant). He said that China would be the floor in the gold market as they are shifting out of bonds into gold. He also said that gold was "under owned" as it is less than 1% of all assets globally.

http://www.youtube.com/watch?v=NKNPP-IEhhs