The video discusses the potential for a much higher gold price based on new demand. Currently, financial institutions like central banks, sovereign wealth funds, and pension funds hold around 20% of their reserves in gold or equivalent hard assets. New guidelines from Bank of America suggest this amount should be closer to 30%. This 10% difference across the global financial system is estimated to be about two trillion dollars worth of new demand. This could translate to a much higher price of gold than previously seen.