Perhaps the rationale behind this analysis is that there will be a world war that will lead to a price collapse to record levels and therefore no one can buy gold.
The real difference is that gold is a safe haven when uncertain, but it cannot achieve record levels because initial supply and demand can change or be replaced.
Or some kind of global catastrophe. Because the war has been going on for a long time (information war), but some global climate change can occur suddenly and catch everyone by surprise. And this is exactly what can cause any changes of gold.