In a recent CNBC livestream, Tom Lee stated that metal assets are being repriced by the market and are gradually proving themselves to be a "real" asset class. For a long time, gold was considered a preference of a minority of investors, but the sustained strength of metal prices over the past three years has changed this perception.

He pointed out that this rally may be driven by multiple factors, including geopolitical uncertainty, a weakening dollar and other currencies, and continued buying by central banks. Tom Lee believes that these factors do not necessarily put pressure on the stock market; on the contrary, if they reflect a more accommodative monetary environment, they may actually benefit overall asset prices.