Kai Hoffmann

GOLD CORRECTED. THE THESIS DIDN’T. | Andrew Sleigh

Preview:Andrew Sleigh argues that gold and silver’s recent correction does not invalidate the thesis: he sees both as still functioning as liquid, crisis-resilient money, though he is short-term bearish on price. He frames the pullback as a buying opportunity amid war, macro weakness, and a possible coming shift back toward monetary metals.

The Gold Trade That Suddenly STOPPED Making Sense | Gary Wagner

Preview:Gary Wagner says gold and silver are behaving unusually: instead of reacting in the classic risk-off way to war, inflation, and geopolitical uncertainty, both metals are mostly rangebound and sideways. He still frames the prior move in gold as a correction within a bull market, while silver’s violent run-up and retracement are described as a very deep correction rather than a confirmed long-term bear market.

Welcome to the Fourth Turning Winter: Marc Friedrich on Inflation, Gold & Surviving the Reset

Preview:Marc Friedrich argues the world is in a Fourth Turning "winter": trust in governments, media, and fiat money is breaking down; debt, inflation, geopolitics, and social conflict are converging; and scarce assets like gold, silver, Bitcoin, and other limited resources should benefit.

THE FUDGE FACTOR: What Investors Are Missing | Clem Chambers

Preview:Clem Chambers argues that the market is being supported by US policy-driven liquidity, with the Fed balance sheet turning up again and money flowing into equities through a carry-trade-style plumbing system. He thinks inflation is likely to stay higher than many expect because of energy, supply-chain, and rebuilding/industrial-capacity pressures, and he prefers value, gold, silver, and selective cheap equities over crowded megacaps.

Why Gold Still Makes Sense Here | Chris Whalen

Preview:Chris Whalen argues that the Iran war has made inflation more persistent, pushed Fed cuts off the table for now, and is already feeding through energy, housing, and consumer affordability. He sees private credit as a liquidity and suitability problem for retail investors rather than a systemic threat, expects housing to weaken in many overheated markets, and remains constructive on gold, silver, and select miners.

Europe Just Changed: Markets, Russia and What Comes Next | Francis Hunt

Preview:Francis Hunt argues that Europe is moving toward a more confrontational, war-preparatory posture toward Russia, with Hungary’s political shift removing one obstacle to that trajectory. He pairs that geopolitical view with a macro call for ongoing stagflation/hyper-stagflation, bearish Brent oil, and preference for silver over gold at present.

Gold's Next Move Will Shock You, Silver Price Reality & Europe's Energy Crisis | Kai Hoffmann

Preview:Kai Hoffmann argued that Europe’s immediate energy situation is still manageable but fragile, with Germany and the broader region facing higher fuel costs, possible jet-fuel stress, and continuing dependence on external energy sources. He was broadly bullish on gold, silver, and copper, saying the long-term trend remains intact and that the recent gold pullback was more about liquidity and sentiment than a broken fundamental thesis.

Rick Rule With A WARNING: Liquidity Matters More Than Ever

Preview:Rick Rule argues that liquidity is the dominant risk factor right now: he is raising cash, worried about private credit stress, higher rates, and a possible oil-driven recession/liquidity event. He remains constructive on gold, silver, copper, and selected oil and mining equities over multi-year horizons, but prefers owning quality assets where market pricing still implies worse outcomes than he expects.

Strait of Hormuz: The Implications on Major Commodities

Preview:The speaker argues that the Strait of Hormuz appears partially reopened, which is easing oil pressure and supporting risk assets, but he remains cautious because the situation is fragile and any renewed attack could quickly reverse sentiment. He is constructive on gold/silver miners and says he is holding cash until he sees more confirmation, while warning that the economic and market effects of higher fuel prices will lag for weeks to months.

The Bull Case NOBODY on This Channel Wants to Hear | Brian Belski

Preview:Brian Belski argues the market is entering an earnings-led phase rather than a momentum/multiple-expansion phase, with the US still in a secular bull market that he dates to 2008-2010. He is constructive on US equities, especially financials, communication services, and small/mid caps, while turning neutral on tech and cautious on gold after its strong run.

Normal Times Are Over, West Has Lost Its Mind | Doug Casey

Preview:Doug Casey argues the world has entered a period of mass psychosis, political polarization, and war risk, with the U.S. and Europe moving away from normalcy. He says the best response is personal insulation: leave cities if possible, avoid stocks and bonds, favor gold/silver, mining stocks, and energy—especially oil, gas, coal, and nuclear—while expecting a broader depression and weaker currencies.

The Market Only Cares About Oil, Ignores Conflict! | Michael Lebowitz

Preview:Michael Lebowitz argues the market is reacting primarily to oil, not the geopolitical conflict itself, and that the key question is how long elevated energy prices persist. He expects the Fed to remain constrained by a weak labor market and temporarily higher inflation, sees bonds as eventually supported if oil stabilizes, and thinks gold has become a crowded, high-volatility trade rather than a clean inflation hedge.

Why Wall Street Is SO WRONG About The US Economy | David Hay

Preview:David Hay argues the US economy is already weakening and that Wall Street is underestimating a stagflationary setup driven by energy shocks, sticky inflation, deteriorating labor data, and fragile earnings expectations. He says the market is still too complacent on recession risk, while his preferred opportunities remain hard assets, resource equities, and select overseas breakouts.

Gold Should Be Soaring… So Why Isn’t It? | Adrian Day

Preview:Adrian Day argues gold’s post-conflict weakness is mostly explained by buy-the-rumor/sell-the-news behavior, dollar strength, and regional liquidity stress rather than a broken bull market. He remains bullish on gold long term, thinks the mining sector’s oil-cost hit is real but manageable, and expects broader investor flows into gold if equity markets start to roll over.

From Inside Israel: A Quiet Proxy Fight! | David Woo

Preview:David Woo argues the Israel-Iran conflict is a major US–China proxy struggle centered on control of the Strait of Hormuz, and says the market is underpricing the risk of escalation. He thinks Trump is signaling flexibility to manage equities while preparing for a harder next phase, with oil likely much higher and stocks lower if the market priced the situation correctly.

Middle East Risk, Oil, and the Global Energy SQUEEZE | Doomberg

Preview:Kai and Doomberg frame the Middle East conflict as an energy shock with rapidly changing market pricing, escalating geopolitical risk, and major implications for oil, gas, inflation, and the global balance of power. Doomberg argues the US can shield itself more than Europe, while China’s role is underappreciated and the fog of war makes official narratives unreliable.

Gold Pullback Changes Nothing, Monetary Reset Coming | Egon von Greyerz

Preview:Egon von Greyerz argues that the gold pullback does not alter the larger thesis: fiat currencies are structurally headed to zero, debt and inflation will keep rising, and the current monetary system is nearing its end. He remains bullish gold and silver, bearish bonds and private credit, and says the best way to respond is to hold physical precious metals and ignore short-term volatility.

Gold Crashes, Oil Surges: Are We Entering a Global Energy Crisis? I Ole Hansen

Preview:Ole Hansen argues the Iran-related shock is hitting refined fuel and gas markets more than crude itself, with Europe and Asia exposed to a prolonged energy squeeze. He thinks gold’s selloff is mostly a liquidity and positioning event, not a thesis break, and still sees much higher gold over the coming years once markets stabilize.

Trump blinked: Is Peace Now On The Table In The Middle East? | Alex Krainer

Preview:Alex Krainer argues Trump’s brief pause on strikes against Iranian energy infrastructure is a sign of weakness, not a real diplomatic breakthrough. He says Iran is existentially committed, unlikely to stop fighting, and that the conflict is wider than Iran-Israel because Russia and China see Iran as strategically essential.

Gold & Silver Crash Why This Is A Buying Opportunity | Ted Oakley

Preview:Ted Oakley argues the market selloff is a normal de-risking after an overextended move, with oil-driven inflation and Fed confusion as the main catalysts. He says the right response is to own quality single names, keep liquidity, and selectively add to beaten-down gold/silver miners, energy-related names, and other commodity exposures rather than hiding in broad index funds.

The World Is Restructuring, Russia LOST | George Friedman

Preview:George Friedman argues that the world is being restructured around three big axes: a weakened Russia, a fragmented Europe, and the enduring US-China rivalry. He says Russia effectively lost in Ukraine by failing to conquer a much smaller country, NATO’s old mission is fading, Iran is a tactical but not central issue, and China still needs US markets more than it can openly back Iran.

Markets Are Sending a Bullish Message Nobody Believes | Jason Shapiro

Preview:Jason Shapiro argues markets are rotating from complacency into a more skeptical, crowded narrative around war, inflation, and higher yields, but he thinks the most important tell is fixed income rather than equities. He says the tape is not broadly broken, positioning is not yet extreme in most areas, and the main risk is a bond-market dislocation that forces renewed liquidity support.

Richard Haass: MIDDLE EAST CHAOS - What Investors Need to Understand Now

Preview:Richard Haass argues the world is moving from a highly structured post-Cold War order into a more disorderly, less predictable system shaped by weaker U.S. dominance, more capable rivals, and more unilateral American policy. On the Iran war specifically, he says continued strikes have diminishing returns, oil/transit risk is rising, and diplomacy plus a verifiable nuclear ceiling are the only plausible endgames.

Former Fed President: Oil Shock Could Trigger Financial Instability | Thomas Hoenig

Preview:Thomas Hoenig argues the Fed faces a stagflation-like setup: an oil shock and weaker growth will pressure the economy and financial system, but the Fed should avoid panicking into aggressive easing that could re-ignite inflation.

Gold & Silver Surge, But Miners Lag: John Rubino Explains Why

Preview:John Rubino argues the gold/silver bull market remains intact even if prices pause, and says weakness in miners is more about market-wide deleveraging and investor psychology than a broken fundamental setup. He thinks strong miner cash flow, possible Fed easing, and M&A/dividends/buybacks could eventually pull miners higher again.

Silver Boom 2026: What the Biggest Silver Miners Are Doing Now!

Preview:The video is a three-way interview with silver miners First Majestic, Endeavour Silver, and Hecla Mining at a silver industry event. The core message is that $90 silver has transformed cash flow, but the companies are still emphasizing discipline, unhedged exposure, debt reduction, shareholder returns, and selective growth rather than chasing the spot move.

Milton Berg: Don’t Fear the Headlines Yet

Preview:Milton Berg argues the U.S. economy is not in recession and that the S&P 500 remains in a bull market despite war headlines and oil-price fears. He spends most of the conversation explaining a long-run model that buys the S&P 500 on durable weakness and exits on an 8% drawdown, then applies the same general thinking to saying gold is overextended and more likely late-cycle than early-cycle.

GOLD Isn’t Contrarian Anymore | Stöferle on $5,200 Gold, Bonds & Miners

Preview:Ron Stöferle argues gold is no longer contrarian, but the secular bull market is still intact. He says the easy money is behind investors, institutions remain underallocated, and the next leg likely comes from Western capital rotating out of bonds and into hard assets.

Why Oil Could Reshape the US-China Relationship | Louis-Vincent Gave

Preview:Louis-Vincent Gave argues the Middle East crisis is primarily an energy shock with bigger implications for Asia than for the US, because Asia is more exposed to imported oil and Gulf gas. He thinks the immediate market reaction may be too complacent, sees China-US relations as possibly improving tactically through trade gestures and a Trump-Xi meeting, and believes the deeper issue is a shift in how global foreign policy is being justified around oil, inflation, and domestic politics rather than a coherent grand strategy.

WARFLATION: Oil Shock + Debt Crisis Could Break the Economy | Steve Keen

Preview:Steve Keen argues that the Iran conflict could trigger a severe oil shock, driving war-led inflation, supply shortages, and stagflation, especially in Europe. He also says the bigger underlying risk is still excessive private debt, which makes the economy fragile even if the immediate crisis is geopolitical.

WAR ECONOMY: Stagflation Hits in 2026, Gold vs Dollar | Dr. Komal Sri-Kumar

Preview:Dr. Komal Sri-Kumar argues the U.S. is moving toward stagflation in 2026, with the Iran conflict, persistent liquidity expansion, and fiscal deficits likely pushing inflation higher while slowing growth. He is especially bearish on the dollar’s long-run reserve status and expects gold, silver, miners, and other real assets to outperform if policy discipline does not improve.

Gold Selloff Was FAKE: Here’s What’s Really Happening | Jim Iuorio

Preview:Jim Iuorio argues the market’s pullback is a volatility phase, not a broken bull case: he sees Middle East conflict, rising yields, oil, and tariffs as near-term inflation and sentiment shocks, but still thinks risk assets can work later if the S&P holds key levels and the Fed keeps easing. He remains constructive on gold, oil, and a Russell/Nasdaq rotation, while warning equities may stay choppy for the first half of the year.

WAR SHOCK: Treasuries Collapse While Gold Surges | Mario Innecco

Preview:Mario Innecco argues the Middle East war has not produced the classic flight-to-quality pattern because the market is pricing a quick US-Israel victory and possible regime change in Iran. He says that weak Treasury reaction, rising yields, and continued strength in gold, silver, and oil all point to a broader monetary realignment away from paper assets and toward hard assets.

Gold: Safe Haven Under Attack Right NOW? l Todd Horwitz

Preview:Bubba Horwitz argues the current market shock is a fear-driven, overdone move: equities look increasingly vulnerable to a larger correction, crude oil is likely to fade after the Middle East spike, and gold/silver/platinum remain in a consolidation phase that should resolve higher over time.

GOLD $5,000: The Endgame Is Closer Than You Think | Mark Thornton

Preview:Mark Thornton argues that rising gold and silver are warning signals of broader economic stress, not just bullish commodity moves. He sees a slowing U.S. and global economy, rising debt, K-shaped inequality, tariff uncertainty, and private-credit/private-equity fragility as signs that 2026 could bring a major downturn.

Something BIG Is Coming Down The Line, Bonds OVER Gold? | Ed Dowd

Preview:Ed Dowd argues the US economy is already slipping into a recession-like slowdown, with bad labor data, weakening GDP, housing stress, and a budding credit/liquidity unwind. He expects the setup to favor long-duration Treasuries over risk assets in 2026, while still viewing gold and silver as long-term monetary hedges.

GOLD at Record Highs, Who Is REALLY Driving It | Michael Howell

Preview:Michael Howell argues global liquidity is still at record levels in absolute terms but is losing momentum, and that this matters more for markets than the headline level. He says China is the main marginal driver of gold because it is injecting liquidity, suppressing crypto, and pushing households and capital toward gold, while the US is mainly doing liquidity support to stabilize repo and the financial system.

Is the US About to Strike Iran? It is GO Time I Michael Every

Preview:A Soar Financially interview centered on Michael Every’s view that a U.S. strike on Iran is likely, but the bigger issue is the global shift toward neo-mercantilism and bloc politics. He argues the Middle East, Latin America, Europe, and China are all being folded into a wider contest over resources, supply chains, and strategic leverage.

Gold’s Correction: This MUST Happen Before the Next Surge I Gary Wagner

Preview:Gary Wagner argues gold and silver are in a technical correction after an extreme run-up, not a trend reversal, and expects the broader bull market to resume once the selloff finishes.

Recession Is Coming: Sell Gold. Buy Bonds I Mike McGlone

Preview:Mike McGlone argues that recession risk is rising because risk assets, especially crypto and equities, are overextended relative to GDP and income, and he thinks that rollover in speculative assets will transmit into stocks, commodities, and eventually softer inflation and lower bond yields. His contrarian call is to sell gold and buy long Treasuries, while also expecting weaker Bitcoin, silver, copper, oil, and eventually a 10% S&P drawdown.

Silver CRASH Was a Setup? Physical Market About to Break the System | David Morgan

Preview:David Morgan argues silver’s sharp pullback was a normal blow-off correction after an extreme parabolic run, not the end of the bull market. He says the real driver remains a physical-market squeeze: strong industrial demand, persistent deficits, growing institutional adoption, and the possibility that governments and corporations will increasingly stockpile or source silver directly.

GOLD $5,000 Isn’t the Top: The Dollar Exodus Has Started

Preview:Peter Schiff argues the precious-metals bull market remains intact despite sharp volatility, with silver especially prone to violent corrections after an outsized breakout. He ties the bigger move to dollar debasement, deficit spending, Fed pressure, and global diversification out of U.S. assets, and remains constructive on gold, silver, and miners.

BIS Insider: Gold Is Rising for a Reason – The Debt System Is Reaching Its Limits

Preview:A BIS veteran argues that rising gold, a weakening dollar, and stubbornly high debt levels are all signals that the global monetary system is under strain. He sees fiscal dominance, fragile long-bond markets, and growing interest in alternatives like gold and cross-border payment rails as signs of a deeper regime transition.

Trapped – Gold Is Telling the Truth | Marc Faber

Preview:Marc Faber argues that Trump’s 15% U.S. growth promise is unrealistic, current GDP figures overstate real economic strength, and policy is increasingly interventionist and inflationary. He says the market is inflated by a small set of mega-cap tech stocks, while gold, silver, and platinum better reflect the long-run erosion of fiat purchasing power.

China Is Dumping U.S. Treasuries: Gold at $5,000 Is No Accident | Gregory Mannarino

Preview:Gregory Mannarino argues that the real risk is not equities but the US debt market: suppressed yields, Federal Reserve/Treasury intervention, and foreign selling of Treasuries are setting up a larger credit event. He says gold and silver are already signaling a collateral rotation out of debt, while stocks can keep rising for now because bad economic news increases expectations for more intervention and currency debasement.

Dissecting The Gold Bull Market - Is This The End?

Preview:A fireside chat at VRIC featuring Adrian Day (portfolio manager) and Christopher Aaron (iGold Advisor founder, cycle analyst). Both are structurally bullish on gold. Day argues all prior drivers remain intact (central bank de-dollarization) plus a new one (Tether's gold-backed stablecoin buying). Aaron sees a long-term breakout of gold vs. US equities, targeting $9,000 gold within 12–24 months based on the 2011 gold/stock ratio, and expects the DXY to break a 20-year uptrend. Both acknowledge they can't identify a reasonable catalyst for a sustained gold bear market, though Day finds that fact itself unnerving. They see value in miners, particularly small-cap developers still recovering from near-bankruptcy conditions of 2023.

Gold Isn’t in a Bubble — This Is a Monetary Regime Change | Lyn Alden

Preview:Lyn Alden argues the gold/silver surge is both a structural monetary-regime shift and a short-term momentum/positioning blowoff. Her core view is that fiat systems, sovereign debt, and reserve-currency credibility have been deteriorating for years, so neutral reserve assets like gold have been repricing upward, but the latest move was likely accelerated by leverage, algorithms, and crowded positioning.

Silver CRASHED — Is This the BUST After the BOOM? | Clem Chambers

Preview:Clem Chambers argues the silver selloff was a classic bubble bust driven by frothy positioning, not a fundamental change in the broader precious-metals thesis. His core macro view is that gold remains the key signal for a rising China-vs.-America geopolitical conflict, and that any lasting move in silver will ultimately re-sync with gold after the current repricing phase.

Silver Volatility Is Exploding — Why First Majestic Still Won’t Hedge

Preview:An interview at the Vancouver Resource Investment Conference with First Majestic’s newly minted president Mani Alafaji focused on the company’s transformational 2025, its doubled dividend, and the implications of silver moving above $100. The core message was bullish on First Majestic’s operating leverage and on silver’s scarcity story, while stressing the company does not hedge and is positioning to benefit from higher prices through lower cut-off grades, plant expansions, exploration, and optionality at Jarrett Canyon.

Why Gold & Silver Are Moving Alone | Taylor Kenney

Preview:Taylor Kenney argues that gold and silver are in the early stages of a structural monetary reset, not a late-cycle blowoff. He says trust in fiat and U.S. Treasuries is eroding, physical demand is driving prices, and investors should keep stacking rather than try to time a top.

This Isn’t a Gold Bubble — It’s a Currency Breakdown | Matthew Piepenburg

Preview:Matthew Piepenburg argues that the surge in gold and silver is not a bubble but a market warning about a broken fiat currency and debt system, with the U.S. dollar and sovereign bonds at the center of the stress. He frames the move as a symptom of long-running monetary debasement that could eventually force some kind of reset, revaluation, or more centralized policy response, though he says the timing is unknowable.

Gold & Silver Are Going Vertical… That’s the Problem | Adam Taggart

Preview:Adam Taggart argues the market is likely entering a volatile, less linear phase: the economy could slow while policy-driven stimulus and rotation out of mega-cap tech keep broad indices choppy. He is especially focused on precious metals and oil/gas, but warns that gold and silver’s vertical move may be near-term stretched and vulnerable to a sharp pullback even if the longer secular case remains intact.

Gold & Silver Just Sent a Collapse Warning | Robert Kiyosaki

Preview:Robert Kiyosaki argues that the recent surge in gold and silver is a warning sign, not just a bullish metals story: when gold and silver move in tandem, he says it often signals currency stress and a coming collapse in the dollar or other fiat systems. He repeatedly frames the issue through historical examples like Weimar Germany and Zimbabwe, and says ordinary people are already being squeezed by inflation, weak financial education, and a debt-driven system.

Darth Silver Speaks: Buy Now… or WAIT for the Crash? | Lobo Tiggre

Preview:Lobo Tiggre argues silver and gold remain in a powerful bull market, but he is not calling a top. His key tactical distinction is between a blowoff phase that may still have more upside in mining stocks versus his preferred base case of a consolidation/pullback that would create better entries.

This is Scary! If You Own GOLD or SILVER, You Need to See This NOW - Lynette Zang & Andy Schectman

Preview:Lynette Zang and Andy Schectman deliver an urgent, structural thesis: the US dollar system is in terminal decline, central banks worldwide are pivoting from Treasuries to gold, and China is building a parallel financial architecture (mBridge, digital yuan with gold convertibility) to bypass the dollar. They see gold heading toward $6,500-7,000 and silver to $175+, driven by de-dollarization and a potential monetary reset. The conversation is framed as a wake-up call for viewers to hold physical gold/silver and build local community resilience.

Gold at $5,000… So WHY Is the Dollar Still Strong?! | Brent Johnson

Preview:Brent Johnson argues that the strong dollar alongside record gold is not a contradiction: the world remains in a fiat-vs-fiat regime where the U.S. can still attract capital and manage crises better than most peers. He sees rising fragility from deglobalization, refinancing needs, Japan’s bond/currency stress, and stablecoins as a potential geopolitical extension of dollar power, but says the timing of any reset is highly uncertain.

Gold & Silver Feeding Frenzy — But the Top Is Near | Chris Vermeulen

Preview:Chris Vermeulen argues that gold, silver, and now platinum are in a powerful late-stage blowoff phase, with metals acting as the clearest warning signal that broader financial stress is building. He thinks the next move may be very fast and very extended, but also very near a short-term top, so the main tactical message is to protect gains and expect a sharp correction once leverage and retail frenzy peak.

War With Iran? MacGregor Warns This Ends the Dollar

Preview:Colonel Douglas McGregor argues the U.S. is drifting toward a highly dangerous war with Iran that could accelerate the end of dollar reserve status and expose American military-industrial limits. He frames Iran, China, Turkey, Ukraine, and gold as linked parts of a broader shift away from U.S. dominance.

The Gold & Silver Market Just BROKE | Andy Schectman

Preview:Kai Hoffman interviews Andy Schectman at the Vancouver Resource Investment Conference about the surge in gold and silver. Schectman argues the move is not a bubble but evidence that physical delivery demand is overwhelming paper suppression, with rising margin requirements and large COMEX/LBMA deliveries signaling stress in the system. He frames the rally as part of a broader loss of trust in the dollar, treasuries, and institutions, and as an early stage repricing of precious metals within a changing monetary regime.

“Rick Rule: Gold & Silver ‘Turkeys Are Flying’”

Preview:Rick Rule argues the gold/silver/mining complex is in a powerful but overextended bull market: he remains constructive on the long-term setup, but thinks valuations are already ahead of themselves and that a pullback or re-rating risk is real. He says he reduced physical silver, rotated toward higher-quality silver equities, and expects earnings season to surprise because analyst price assumptions are still far too low versus realized gold prices.

A NEW World Order: So Why Isn’t Oil EXPLODING?! | Doomberg

Preview:Doomberg argues that the Maduro/Venezuela operation has been geopolitically dramatic but oil-market-muted because oil is already well supplied and Venezuela’s production base had already collapsed. He frames the bigger story as a Western Hemisphere energy reordering, with Venezuela, Guyana, and U.S. policy all pointing toward higher future supply and lower long-run oil prices.

THIS Is How 2026 Breaks the Markets | Michael Pento

Preview:Michael Pento argues that the apparent strength in U.S. growth is not sustainable because nominal GDP is running well above what bond yields can support. He thinks the real story for 2026 is a global bond-market repricing led by Japan, a likely rise in U.S. long yields, and eventual Fed intervention that would be inflationary rather than stabilizing.

Silver Squeeze? What’s REALLY Happening Behind the Scenes | Stefan Gleason

Preview:This is an interview centered on the silver market’s recent rally, with Stefan Gleason arguing that the main issue is not a clean, global “squeeze” but severe supply-chain dislocations—especially in retail minting and refining—combined with strong, broadening demand. He thinks the U.S. is not yet in a true metal shortage, but London and Asia are tight, premiums are elevated, and the market may be entering a new retail demand growth phase.

The Great Rotation Has Started: Mag7 to Hard Assets | Larry McDonald

Preview:Larry McDonald argues that a global regime shift is underway: capital is rotating out of long-duration tech and bonds into hard assets, global value, and select commodities. He ties this to higher-for-longer inflation, rising global yields, populist policy pressure on Big Tech and banks, and a looming credit/housing fragility that could keep markets choppy even as the rotation continues.

China Doesn’t Need America Anymore? | Warwick Powell

Preview:Warwick Powell argues the US-China relationship is in a temporary stasis: still tense, but less heated after the September Trump-Xi understandings and with lots of tariff exemptions softening the immediate shock. His bigger point is structural: China is reorienting toward the Global South, exporting more capital equipment and building production networks abroad, while the US remains distracted, financialized, and increasingly unable to match China in the material economy.

Fourth Turning Winter 2026: The Next Global Reset Is Here | Neil Howe

Preview:Neil Howe argues that 2026 is in a late-cycle “winter” phase of the Fourth Turning: geopolitics, domestic polarization, generational revolt, and financial repression are converging toward a disruptive reset. He thinks the next decade will be very hard but also that the system eventually improves after crisis; for now, he favors inflation-resilient, low-beta positioning, commodities, precious metals, cash, and selective exposure to defense, resources, and industrial-policy beneficiaries.

World War 3 Has Already Begun… Here’s What Comes Next | Gerald Celente

Preview:Gerald Celente argues that the world is already in a broader war regime, with the immediate danger centered on escalating great-power conflict, especially with Russia and Iran. He also says a dot-com-style AI bubble, widespread youth unrest, and the hollowing-out of Western economies and institutions are the other major 2026 trends.

Housing in 2026: What Buyers & Investors Must Know NOW | Melody Wright

Preview:Melody Wright argues the U.S. housing market is still very cold, with weak existing-home sales, heavy downward revisions in new-home data, rising rental vacancy, and broad affordability problems. She sees recent policy proposals—like MBS purchases and a credit-card-rate cap—as politically motivated attempts that may change rates and credit conditions, but she doubts they will solve affordability and thinks they may actually tighten lending and eventually expose more price weakness.

Fed Under Fire, Gold Explodes — The Bond Market Takes Over | Bill Fleckenstein

Preview:Bill Fleckenstein argues the macro backdrop is still a mixed, mildly stagflationary economy supported by a powerful passive-buying flow into stocks, but that the bigger story is mounting inflation psychology, rising deficits, and a bond market that is increasingly rejecting the Fed’s easing path. He sees the surge in gold, silver, and selected miners as a sign of waning confidence in fiat currencies and central-bank credibility, not a short-lived trade.

Still So Early: Trump’s Supply-Side Boom Starts Now | Jim Thorne

Preview:Jim Thorne argues the US is entering an early supply-side boom driven by deregulation, capex incentives, AI, and easier credit, while the Fed remains stuck in a Keynesian framework that is overly tight for interest-rate-sensitive parts of the economy. He sees Trump’s policies as non-inflationary, favors banks and early-cycle exposure, expects gold/silver to consolidate after a strong move, and thinks Bitcoin may catch up if the Clarity Act passes.

Gold Is Signaling a Monetary Reset in 2026 | Judy Shelton

Preview:Judy Shelton argues gold’s surge in 2026 is a meaningful signal of dissatisfaction with existing monetary arrangements, not just speculative noise. She uses the moment to advocate for a U.S. gold-backed Treasury bond and a broader return to “sound money,” framing it as a strong-confidence move that would signal fiscal discipline and monetary integrity rather than weakness.

Not Just Gold: Why ALL Commodities Are Moving Together | Lobo Tiggre

Preview:Lobo Tiggre argues the move in silver, copper, and related metals is bigger than a simple precious-metals squeeze: he thinks it looks like a broad commodity super cycle driven by inflationary policy, wars, rearmament, AI/energy demand, and underinvestment. He’s constructive on miners because he expects blowout earnings, but he repeatedly warns that the move is already strong, volatility is high, and investors need a selling plan rather than chasing everything blindly.

Markets Aren’t Driven by Fundamentals – Flows Decide Everything | Michael Green

Preview:Michael Green argues that markets are still being driven far more by flows than by fundamentals, with passive/index investing, buybacks, retirement flows, and constrained active management amplifying large-cap winners. He says the recent strength in mega caps can continue as long as employment, participation, and passive inflows hold up, but a meaningful rise in unemployment or a reversal of flows would change the regime.

Why the AI Boom Is Saving the U.S Economy For Now | David Woo

Preview:David Woo argues that 2025’s biggest surprise was that Trump’s tariff shock did not trigger a U.S. recession, and he credits the AI boom for offsetting it through capex, wealth effects, and stronger consumer spending. He is bearish on the sustainability of that support into 2026, and thinks the main investable issue next year is the U.S. midterm election, with oil, Venezuela, Russia/Ukraine, and affordability likely to matter more than conventional macro indicators.

2026 GOLD Price Target You Need To Hear | Ed Yardeni

Preview:Ed Yardeni argues that the market’s recent “fear” has given way to AI fatigue, which he thinks could actually be bullish because it encourages broader participation beyond the Magnificent 7. He remains constructive on the U.S. economy and 2026 growth, but sees the next few months as potentially choppy if fiscal stimulus, Treasury supply, and Fed easing push bond yields higher and unsettle equities. On gold, he stays bullish and now treats it as a geopolitical hedge with upside still tied to reserve diversification, central bank buying, and the broader 2020s growth/inflation mix.

Silver Is Breaking the System – This Isn’t a Bubble | Vince Lanci

Preview:Vince Lanci argues the silver surge is not a bubble but a physical-demand and supply-dislocation story tied to deglobalization, China’s import needs, and shifting Western resource strategy. He also treats the proposed “unit” as a real though messy trade-settlement concept, not a fully validated political project, and says the website/promoters may be dubious even if the underlying idea is serious.

Silver Is Being Drained – The Paper Market Is Collapsing | Alasdair Macleod

Preview:Alasdair Macleod argues that the silver market is under physical strain, with industrial demand, Chinese export restrictions, and thin London/COMEX liquidity creating a squeeze that is exposing the weakness of the paper-dominated commodity system. He broadens that into a macro thesis: commodity strength, rising bond yields, and escalating debt dynamics are signs that the fiat-currency regime is nearing an inflection point, with 2026 likely to bring higher yields, more QE, equity stress, and possibly price controls.

World on the Brink: Conflicts Accelerate Into 2026 | Simon Hunt

Preview:Simon Hunt argues that 2026 is likely to bring more geopolitical escalation, weaker U.S. and European economies, higher bond yields later in the cycle, and continued structural outperformance for China in manufacturing and AI. He is bullish on gold and silver on geopolitical grounds, but expects a near-term correction in metals and warns that bond-market stress and the yen carry trade could destabilize global markets.

A Global Monetary Reset Is Starting: “Greater Depression” Ahead | Doug Casey

Preview:Doug Casey argues the surge in gold and silver is not a simple Fed trade but a sign of deeper monetary stress: bankrupt governments, eventual currency debasement, and a coming reset in which gold and silver regain monetary roles. He says gold is still worth owning even after the rally, and he is even more bullish on silver because of its smaller market and structural deficit. He also broadens the discussion into his ‘greater depression’ framework, warning of political instability, rising inflation, and possible fragmentation in the U.S., Europe, and Canada.

Gold at $4,500 Is a Warning Signal: What Comes Next in 2026

Preview:Kai and Lynette Zang argue that the recent surge in gold and silver is bigger than a simple Fed-cut or geopolitics story. Zang says the market is shifting from paper price discovery to physical demand, that central banks have been accumulating gold for years, and that rising precious-metal prices are signaling a broader currency and confidence crisis heading into 2026.

Gold at Record Highs While the Economy Stalls: What Are Markets Missing? Gary Shilling

Preview:Gary Schilling argues the economy is slowing but not yet in recession, with the Fed cutting rates because it sees weak underlying growth rather than strength. He sees elevated debt, especially consumer debt and federal borrowing, as a major fragility, and thinks AI is the most obvious bubble forming now. He is agnostic on gold, but expects lower CPI, higher unemployment, lower Treasury yields, a slightly higher S&P 500, and a slightly higher dollar by mid-2026.

The U.S. Forced Europe Into a Fatal Billion-Dollar Mistake: Right NOW | Professor Jiang

Preview:This is a geopolitical macro discussion centered on Europe’s frozen Russian assets, the Ukraine war, U.S.-China rivalry, and a possible U.S. move against Venezuela. Professor Jiang argues that Europe is trapped: if it confiscates the €210 billion in Russian assets, it would damage its legal credibility and could accelerate capital flight from the euro zone. He also frames the Ukraine war as already lost for Europe and says the likely outcome is battlefield resolution, with Odessa as the key strategic point. On Venezuela, he thinks Trump is using pressure there as part of a Monroe Doctrine-style push against Chinese and Russian influence, but he expects mostly managed escalation rather than a full war.

Something Is Breaking Beneath Markets — Gold Is Telling the Story

Preview:Kai Hoffman uses a year-end weekly wrap to argue that something is breaking beneath markets: US labor data are softening, inflation is less clear than the official CPI suggests, Japan’s rate hike may matter for the yen carry trade, and geopolitical trust issues are boosting gold. He remains constructive on precious metals into 2026, with silver catching up sharply, and he adds a mining-finance and Barrick-specific catalyst angle tied to a little-reported US Ex-Im financing for Pakistan.

How YOU Need To Invest In GOLD & SILVER Before 2026 I Bjoern Paffrath

Preview:An interview about the gold and silver rally, arguing it is still early rather than finished. The guest says the move is being driven by money printing, inflation risk, central-bank buying, low mine investment, and a broader resource squeeze linked to AI, electrification, and energy demand.

The Fed Is Faking a Jobs Crisis, And Printing Again | EJ Antoni

Preview:EJ Antoni argues the Fed is not responding to a genuine labor-market emergency so much as covering a liquidity problem created by its post-2020 reserve framework. His core claim is that the Fed has already stopped QT and effectively restarted QE by buying short-term Treasuries, which he says is money creation that is inflationary, supportive of hard assets, and harmful to private credit and growth.

Buying A Car In 2026 - Can You Afford it? | Zach Shefska

Preview:This is an interview about the US auto market as a barometer for consumer health. The guest argues the market is split: affluent buyers are still fine, but lower- and middle-income consumers are being squeezed by high prices, high financing costs, and limited affordable inventory. He sees easing used-car prices, more negotiability in new cars, and heavier incentives from manufacturers and dealers, but also warns that delinquencies, repossessions, and loan-loss provisions are rising enough to keep credit risk on the radar.

GOLD Is Warning YOU! AI Bubble About To Pop! | Jesse Felder

Preview:Jesse Felder argues the macro backdrop is already stagflationary: inflation remains above target, labor is weakening, and the market is too optimistic about the benefits of Fed easing. His bigger call is that the AI capex boom looks bubble-like, with spending running far ahead of demand and eventual returns likely to disappoint, which could pressure high-flying AI-related stocks over the next 12–18 months. He is more constructive on commodities—especially oil and gas—than on precious metals miners at current relative valuations, and he sees gold’s strength, Bitcoin weakness versus gold, and a softer dollar as warning signs that risk appetite and foreign support for U.S. assets may be rolling over.

Gold & Silver Go Parabolic: Henrik Zeberg Warns What Comes Next

Preview:Kai and Henrik Zeberg argue that the Fed has turned more dovish because the U.S. economy is deteriorating beneath the surface, with weakness concentrated in lower-income consumers and labor-market indicators rather than the headline unemployment rate. Henrik says the Fed’s Treasury bill purchases are effectively liquidity support, which should keep the ongoing equity and crypto blowoff going for a while, while also setting up a later recessionary unwind. On precious metals, both hosts are excited by gold and especially silver’s parabolic move, but Henrik thinks silver is already stretched and that the current surge may be vulnerable if the dollar bottoms and turns higher in 2026.

GOLD & SILVER All-Time Highs — Easy Money Is Back!

Preview:A weekly wrap focused on three things: the Fed’s 25 bp cut and what the speaker sees as a subtle return of liquidity support; the explosive move in silver and gold; and skepticism about the viral claim that JPMorgan massively flipped from short to long silver. The host argues the market is responding to easier monetary conditions, but also warns that some of the silver chatter is over-interpreted and source quality is weak.

The Real Debasement Trade Has Begun | Peter St Onge

Preview:Peter St Onge argues the Fed cut is less about a genuinely weak economy and more about political pressure and a distorted reading of the labor market. He says the real macro backdrop is still strong GDP growth, AI and reshoring-driven capex, and persistent debasement, which makes gold, silver, and Bitcoin the key long-run hedges. He is constructive on equities and skeptical of bonds, while seeing unemployment and inflation drift modestly higher as AI and spending dynamics play out.

GOLD To $7,000 - Just Follow The Trend | Gareth Soloway

Preview:Gareth Soloway argues the metals breakout is real, especially in gold and silver, but the very near term could still see a pause or pullback after the recent surge. He is tactically cautious on broad equities, more constructive on gold long term, bullish near term on Oracle into earnings, and bearish on copper as a possible recession signal tied to slowing AI capex.

Surviving The Bubble Pop With Gold, Silver & Platinum | Dave Collum

Preview:Dave Collum argues the market is in a broad, complacent bubble across equities, real estate, and other assets, and that the eventual unwind will hurt boomers most because their wealth is concentrated in paper assets. He is especially constructive on precious metals, calling platinum the most compelling bullish trade in the interview, while also expressing strong skepticism about AI stocks, passive flows, and the ability of the Fed or policymakers to prevent a long revaluation.

Is The New GOLD Currency A Hoax?

Preview:Kai Hoff uses the episode to review US macro data, market positioning, geopolitics, and a new wave of attention around a supposed BRICS gold-backed “unit” currency. His core stance is cautious: he thinks parts of the story may be early-stage or real, but the current public presentation feels messy enough that he cannot rule out a hoax or other hidden interests.

Fresh Breakout: Gold, Silver & Miners Just Crushed the S&P 500 I Michael Oliver

Preview:This interview centers on Michael Oliver’s view that the real breakout is not just in gold and silver prices, but in their relative performance versus the S&P 500 and in the miners. He argues the U.S. stock market is in a protracted topping process, the dollar has broken a major long-term momentum trend, and the ongoing decay of fiat money is setting up a much larger move into monetary metals, especially silver.

How YOU Profit From The New Gold Buyer | Adrian Day

Preview:Adrian Day argues gold’s move remains fundamentally driven by central-bank buying, expanding non-official demand, and increasing investor fear of fiscal deterioration, with the market now pricing in a December Fed cut. He thinks the recent pullback was shallow, likely already seen the low, and sees the bigger near-term risk as the Fed disappointing or sounding hawkish. He is also very constructive on miners and royalties, especially in the context of Tether’s entry as a major new gold buyer.

The NEW Whale Buying MORE GOLD Than Central Banks!

Preview:A solo weekly market wrap-up covering gold's fourth consecutive monthly gain, the emergence of Tether as a massive new gold buyer (24 tons in Q3, more than any central bank), Fed rate-cut expectations driving the latest gold rally, geopolitical developments (Russia-Ukraine peace plan, Japan-China tensions), consumer credit stress signals, and mining sector updates including Barrick restructuring pressure and the Anglo-Tech merger saga.

Rainmaking Trades For The BIG Collapse, Gold & Miners | Francis Hunt

Preview:Francis Hunt argues that the market is setting up for a broader collapse led by debt stress in the AI complex, with Nvidia, Oracle, Meta-linked financing structures, Palantir, and MicroStrategy as the most vulnerable crowded names. His preferred response is a four-step playbook: raise liquidity, own precious metals, short or buy puts on overextended assets into 2026-27, then rotate gains into miners—especially silver and platinum—after the washout.

Gold Miners: The REAL Boom Hasn’t Even Started | Markus Bussler

Preview:Kai Hoffman interviews Markus Bussler about the gold/mining cycle. Bussler argues the bull market is still mid-cycle, central-bank buying started the move, and the “real boom” is still ahead for junior miners—but he also thinks a correction is already underway and that the next top could come in 2026 or 2027. He prefers conservative valuation assumptions, sees more upside in smaller miners than in large producers, and warns that crowded leverage, broad market stress, and speculative overheating could shake out weaker holders.

Rick Rule: Gold’s Decade of Opportunity Has Just Begun

Preview:Rick Rule argues that gold’s pullback was normal after a very strong move and that the broader bull market is still in its early-to-middle innings. He frames any Fed rate-cut cycle as structurally bullish for gold and bearish for the dollar, while emphasizing that investors need patience, selectivity, and a willingness to hold through large drawdowns. He also discusses where he still sees opportunity in mining jurisdictions, financing terms, and the behavior of junior explorers versus more crowded development names.

The Next Global Crisis Starts in Bonds | Alex Krainer

Preview:Alex Krainer argues that commodity prices are the key variable for commodity businesses because they drive risk, hedging, and survival. He is constructive on gold and silver trends, but especially bearish on Western sovereign bonds, which he thinks are setting up for a major multi-year decline that could spill into currencies.

The Strongest Signal for Gold in 20 Years | John Forwood

Preview:John Forwood argues the current gold/silver setup is driven mainly by falling Fed rates, dollar debasement, and broad liquidity, while silver and PGMs also benefit from industrial demand. He thinks junior resource stocks are still early in the cycle because large caps have rerated while micro caps remain cheap and underfunded.

Gold Miners Will DOUBLE Again | David Finch

Preview:David Finch, CEO of Ixio Asset Management, argues gold miners are still in early innings despite having doubled in 2025. Sentiment remains modest (GDX shares outstanding at 10-year lows), and valuations have actually declined this year — the sector trades at ~4.7x EV/EBITDA and ~9.5x P/E on spot gold. He emphasizes the industry's new discipline: free cash flow is being returned via buybacks/dividends rather than wasted on empire-building. He predicts the sector doubles again in the next 12 months even without gold moving higher, merely re-rating to mid-range historical multiples. The interview also covers M&A dynamics, reserve pricing, junior financing trends, and the behavioral hurdle of investors who think they've "missed it."

$100 Silver Isn’t Crazy Anymore | Keith Neumeyer

Preview:Keith Neumeyer, CEO of First Majestic Silver, discusses the company's record Q3 financials ($560M+ treasury, ~$98M free cash flow), the potential restart of the Jerritt Canyon gold mine at $4,000 gold, and his bullish silver thesis driven by physical demand rather than short-covering. He notes five years of structural silver deficits totaling nearly 1 billion ounces, argues $50 silver is insufficient to incentivize new supply, and suggests silver could reach $60–65 by year-end with triple-digit silver as his personal exit trigger.

Why Gold Won’t Crash | Martin Armstrong

Preview:Martin Armstrong argues gold is consolidating around $4,100 and will not crash because the world is entering a multi-front global conflict ("World War III") that will escalate after January 2026. He frames gold not as a speculative trade but as a neutral reserve asset amid a sovereign debt crisis, where central banks buy gold not because they are bullish but to hedge against the possible collapse of governments. His core thesis: confidence in government debt is eroding first in Europe and Japan, war is the escape valve for politicians, and gold has a structural bid that prevents a return to $2,000 unless genuine peace breaks out — which he sees as impossible.

GOLD Revaluation Has Already Begun | Chris Powell

Preview:Chris Powell argues that the gold market is being suppressed by central-bank-linked derivative trading, but that the suppression is weakening as physical demand from central banks and other holders overwhelms paper supply. He says the recent rise in gold reflects a long-running shift of gold from West to East and may already be part of a broader gold revaluation process.

Lobo Tiggre Reveals What Happens Next for Gold & Silver

Preview:Lobo Tiggre sits down with Kai Hoffmann at the New Orleans Investment Conference to discuss the Fed's November rate cut, stagflation risks, and the outlook for gold, silver, and copper. Tiggre argues the Fed is signaling stagflation without saying so, sees the $4,000 gold consolidation as healthy, and warns that a blowoff top would shorten the bull market. He advocates taking profits on mining stocks while continuing to accumulate physical bullion, and names copper as his highest-conviction trade on a spectacular demand/supply imbalance.

Rick Rule: The Dollar’s 75% Collapse Will Triple Gold Prices

Preview:Rick Rule argues the dominant market story is not nominal prices but liquidity, debasement, and relative scarcity. He says the U.S. dollar could lose 75% of its purchasing power over 10 years, which would imply a roughly 3x gold price, while oil and many miners still look cheap versus their long-run cash-flow and NPV potential. He is constructive on gold, selective on mining M&A, and bullish on oil and gas because he thinks the market is underestimating depletion and underinvestment.

$6,000 Gold Is Coming & Why The Dollar Will Dominate | Steve Hanke

Preview:Professor Steve Hanke argues the US dollar's dominance is strengthening (not de-dollarizing), gold has a secular bull market targeting $6,000/oz, and Argentina should dollarize rather than receive US bailouts. He critiques Trump's tariffs as creating a "bureaucratic mess" with massive revenue leakage, warns the Fed may overdo monetary loosening and reignite inflation, and predicts the Supreme Court logically should strike down tariffs under the IEEPA — creating months of uncertainty, all bullish for gold.

GOLD: The Only Way to Fix a Broken System I Mark Skousen

Preview:Economist Mark Skousen, interviewed at the New Orleans Investment Conference, argues that beneath strong GDP headlines, the US economy is weakening — business spending (B2B) is contracting, the labor market is softening, and the risk of recession is real. He criticizes tariff policy for fueling stagflation, notes that inflation is permanent under the current fiat system, and sees gold as a victim of the discipline lost after Bretton Woods. While fully invested with stops in place, he flags high-PE tech as vulnerable, likes uranium and biotech, and expects financials to weather a downturn better. The conversation also touches on government shutdown data gaps, Argentine reform, and China-US chip geopolitics.

GOLD: Liquidity Crisis Triggers It All I Jim Bianco

Preview:Jim Bianco argues the Fed's rate cut was a mistake — market-based short-term rates haven't budged because the real problem is a brewing liquidity squeeze in Treasury funding markets, driven by relentless government deficit spending and QT. He sees the early signs of debt finally mattering, warns that the "easy money" era for stocks may be temporarily over, and frames gold as an uncertainty/problem hedge benefiting from these structural stresses. The interview also covers the K-shaped economy, Fed groupthink, and the political desperation inflation creates.

GOLD: Schiff Feels Vindicated & Issues A Warning I Peter Schiff

Preview:Peter Schiff, interviewed at the New Orleans Investment Conference, argues that gold's recent pullback from ~$4,400 to $3,900 is a healthy correction within a powerful bull market — not a slump. He contrasts the nervous, skeptical mood at the gold conference with the euphoria he observed at a prior Bitcoin conference, framing Bitcoin as a leveraged Ponzi scheme heading for a catastrophic collapse driven by ETF liquidations and margin calls on Bitcoin-collateralized loans. He expects the coming crypto crash to be larger than the dot-com bust, warns of systemic risk, and hopes burned Bitcoiners will migrate toward gold — including his new tokenized gold product (T-Gold). He is bullish on gold miners, citing widening profit margins and an M&A wave, and bullish on foreign stocks vs. US stocks.

WARNING: Historic Financial Reset Imminent, Gold To Rally | Mike Maloney

Preview:Mike Maloney, founder of GoldSilver.com, delivers a strongly bearish macro outlook arguing the US is heading into a historic financial crisis because stocks, bonds, and real estate are simultaneously in bubbles of unprecedented magnitude. He sees gold and silver as the primary beneficiaries, with physical demand from Asia and central banks signaling the early stages of the final, most explosive phase of the bull market. He projects gold at $9,000-$10,000+ and expects the gold/silver ratio to compress from ~85 down to 20 or less, implying massive silver outperformance.

GOLD Will Be Money Again - The Dollar Is Finished! Robert Kiyosaki

Preview:Robert Kiyosaki, interviewed by Kai Hoff at the New Orleans Investment Conference, delivers his standard hard-money thesis: the US dollar is doomed, the Fed is Marxist, and savers in fiat are "losers." He argues gold and silver are real money, predicts the end of the American Empire via hyperinflation, and adds a bullish Ethereum thesis — that stablecoins will use Ethereum as the blockchain layer and back themselves with gold, silver, and oil, driving demand for tangible assets. He discloses $1.2 billion in personal debt used to acquire income-producing assets. The conversation is light on data, heavy on conviction, and serves as a promotional appearance for his worldview.

YOU Need To Hear This Before December 1! Danielle DiMartino Booth

Preview:Danielle DiMartino Booth sits down with Kai Hoffman at the New Orleans Investment Conference to discuss the economic damage from the US government shutdown, the Fed's diminishing credibility and internal political dynamics, the end of quantitative tightening on Treasuries by December 1, the frozen US housing market, and emerging cracks in the $1.7 trillion auto loan market — where delinquencies are rising fastest among prime and super-prime borrowers.

GOLD: This Is How the Next Reset Begins | Lawrence Lepard

Preview:Lawrence Lepard, author of "The Big Print," sits down with Kai Hoffman at the New Orleans Investment Conference. He argues the US government cannot stop printing money, making both gold and Bitcoin essential insurance. He sees Bitcoin as the only legitimate cryptocurrency — all others are "shitcoins." Near-term, he notes stress in repo markets and Fed signals pointing to QE resumption by year-end. He expects political pressure to force easier policy under a Trump-appointed Fed chair, driving gold, silver, and Bitcoin much higher. He's been rotating some gold-stock profits into Bitcoin at ~$106K, believing Bitcoin is cheap relative to gold at this moment. He floats the possibility of a gold-backed bond in 2026 and sees the "monetary debasement trade" going mainstream.

GOLD: Word of Caution - Melt Up Before The Crash | Mark Newton

Preview:Mark Newton argues the U.S. market remains in a late-stage but still healthy momentum-led melt-up, with tech carrying the indices while breadth is weak and several sectors lag. He sees a likely near-term consolidation into mid-November, but still expects the S&P to finish the year higher; his longer-run view is that AI remains a durable secular boom, even if some parts of tech and metals need a pause.

Why Gold Is OVER $4,000 AGAIN!

Preview:Kai Hoffen's weekly wrap covers the Fed's 25bp cut and end of QT, Trump's Asia trip with tariff deals, and gold reclaiming $4,000. He views the end of quantitative tightening as a pivotal liquidity regime shift — not QE yet but a step in that direction — and sees the China tariff truce as fragile. The World Gold Council's Q3 demand report shows record 1,313 tonnes, with central bank buying up 10% and recycling surprisingly muted. Agnico Eagle's strong margins are highlighted despite rising royalty costs from higher gold prices.

Gold Collapse?! YOU Should Be Laughing Too! | Daniel Lacalle

Preview:Daniel Lacalle argues the gold selloff was a liquidity-driven correction after a huge run, not a breakdown in the bull case, and he stays constructive on gold, U.S. equities, and the dollar’s role as the least-bad reserve currency. He expects further Fed cuts, continued strong nominal asset prices, and a year-end equity melt-up unless inflation re-accelerates.

Don’t Get Caught In The Stock Trap – Do This Instead! Cole Smead

Preview:Cole Smead argues the S&P 500 is set up for poor long-run returns, while the economy can still stay surprisingly strong thanks to deficit spending, easier rates, and cheaper energy. His preferred opportunities are in underinvested commodity businesses, especially oil and gas in Canada, where he sees capital-cycle upside and merger-driven value creation. He is skeptical of gold miners, thinks valuations in large-cap tech are distorted by capex accounting, and believes the market is underestimating inflationary policy tradeoffs.

Gold, Inflation, and the End of Europe’s Growth | Kai Hoffman

Preview:Kai Hoffman, host of "Soore Financially" on YouTube, joins Sprott Money to discuss Europe's economic and political decline, focusing on Germany's self-inflicted wounds: deindustrialization driven by green energy policies, the destruction of nuclear power, and regulatory overreach that stifles innovation. The conversation also covers digital ID/CBDC rollout concerns, the West's broader self-destruction, and how precious metals serve as protection. Hoffman expresses envy of US nuclear and AI policy direction under Trump, while host Andrew grounds the discussion in gold/silver as the ultimate hedge against monetary and political degradation.

GOLD: You Will NOT Get A Second Warning! | Mark Thornton

Preview:Mark Thornton, Senior Fellow at the Mises Institute, explains Austrian economics and applies it to the current macro environment. He argues that runaway government spending, debt ($38T+), and money printing are structurally weakening the economy and will continue to drive gold and silver higher long-term despite the pullback below $4,000. He criticizes the Fed, calls Trump's industrial policy crony capitalism, and sees China's BRICS currency push as a secular trend eroding dollar dominance. The metals correction is framed as normal profit-taking in an overextended market within an intact bull trend.

Why Gold Crashed — and Why It’s Bullish

Preview:Kai Hoffen argues the sharp gold and silver sell-off was purely a mean-reverting correction after an overbought rally — not a fundamental breakdown. The dollar, geopolitics, and Fed policy haven't changed; profit-taking and hot-money exits explain the move. He expects stabilization near $4,000–$4,038, notes both October and December Fed cuts remain priced in, flags declining production at Newmont as a concern for major miners, and remains structurally bullish on precious metals.

Silver Squeeze Next: Dollar Up, Gold Up, What It Really Means I John Rubino

Preview:John Rubino lays out a bull case for gold and silver driven by a structural fiat-currency death spiral, central bank gold buying, and tight physical silver conditions including backwardation and lease-rate stress. He sees silver potentially reaching $100/oz and expects Q3 miner earnings to be spectacular, attracting generalist inflows — but acknowledges the tension between holding for the reset and taking profits at the old $50 silver ceiling.

Why $5,000 Gold Is Now Mainstream | Kai Hoffmann

Preview:Kai Hoffmann delivers a weekly gold/macro wrap-up from Melbourne, arguing gold above $4,300 is being driven by a major institutional mindset shift. He cites Jamie Dimon's $5,000–$10,000 gold call, Goldman Sachs's estimate that a 1% rotation from US Treasuries into gold could push gold to $5,000, Morgan Stanley's new 60/20/20 portfolio allocation including 20% gold, and Ray Dalio's earlier warning about fiat devaluation. He flags copper volatility from tariff news, notes QT may be ending, highlights a booming junior mining financing market ($5.2B CAD raised in 2025), and cautions that while momentum is strong, floating "turds" will multiply—investors should stick to principles.

GOLD Is Your Monetary Doomsday Clock | Egon von Greyerz

Preview:The video is an interview about gold and silver as a monetary breakdown trade. Egon von Greyerz argues that fiat currencies are entering a sudden terminal phase, gold is accelerating because money itself is being debased, and investors should prioritize physical gold and silver over paper assets. He says the current move is not a speculative trade but a wealth-preservation response to debt, inflation, rising rates, and eventual currency failure.

Controversial: True Winners In The Middle East | Doomberg

Preview:Kai hosts Doomberg for a wide-ranging discussion centered on the Middle East ceasefire, oil, gold, Europe’s energy decline, and the China–US trade confrontation. Doomberg’s core view is that Israel needed the ceasefire, Iran effectively “won” the 12-day war in strategic terms, Europe is sliding into irrelevance because it lacks energy and heavy industry, and China now has major leverage through rare earths and supply chains.

The Godfather of Liquidity: Monetary Inflation Is Here, GOLD Rally I Michael Howell

Preview:Michael Howell argues that the world is in a broad monetary-inflation regime where liquidity is rising strongly, driving an “everything bubble” in financial assets and increasingly in real assets like gold, silver, commodities, and potentially property. He says the trend has been in place since 2022, but the cycle may be nearing an inflection over the next 6–12 months as debt refinancing needs rise and liquidity growth rolls over.

A New World Order Is Fueling Gold’s Boom | Jay Martin

Preview:Jay Martin argues the current gold and silver rally is not just another momentum trade, but a signal that the global monetary and geopolitical system is being repriced. He links the move to de-dollarization, geopolitical realignment, state intervention in strategic industries, and central-bank demand for gold, while repeatedly urging investors to take profits and de-risk into stronger balance sheets rather than chase speculative juniors.

GOLD $30,000 Trigger & Silver’s Revenge: The Cartel Is Broken I Andrew Sleigh

Preview:Andrew Sleigh (Sprat Money) joins the Soar Financially host to discuss gold above $4,000 and silver breaking $50/oz for the first time since the Hunt brothers era. Sleigh argues that institutional and sovereign demand, waning short-side firepower, and accelerating currency debasement are driving a structural bull run that is just beginning. He reports physical supply tightness across mints (RCM, Rand, Perth) and sees the dollar's purchasing power collapsing. Both he and the host temper near-term euphoria with caution born from years of false starts in the precious metals space.

$4,000 GOLD: The Everything Bubble or Fiat Collapse? | Gary Wagner

Preview:Gold analyst Gary Wagner discusses gold's unprecedented rally above $4,000, framing it primarily as a fiat currency devaluation story rather than an isolated gold move. He sets near-term targets of $4,150-$4,300 using Fibonacci, admits his original $3,800 target is obsolete, and emphasizes that gold in record territory renders traditional technical tools useless. Wagner advocates physical gold as a multi-generational hold rather than a trading vehicle, while acknowledging the parabolic nature of the move makes downside risk hard to quantify. The host anchors the discussion around whether we are in an "everything bubble" given simultaneous all-time highs in gold, S&P 500, and silver, though no firm conclusion is reached.

Gold at $4,000: How You Survive the Gold Stock FOMO | Michael Gentile

Preview:Michael Gentile, a prominent gold equity investor with a private-equity approach, sits down with Kai Hoffman in Frankfurt. Gentile argues gold is in the "third inning" of a multi-year bull market driven by central bank de-dollarization following the Russian reserve freeze, structural fiscal deficits, and still-miniscule global investor allocation (~1.5%). He sees the recent pullback as healthy, warns against lowering quality standards in a rising tide, and expects Q3/Q4 producer earnings to draw new institutional interest as consensus gold price assumptions lag spot by ~$1,000+.

The End Is Near: Don’t Ignore Bad News | Ted Oakley

Preview:Ted Oakley argues the current market feels like a late-stage melt-up similar to 1999: bad news is being ignored, speculative money is chasing anything with AI or growth optics, and a correction may come once the crowding breaks. He is more worried about inflation re-accelerating than weak employment prints, thinks the Fed is likely to ease too soon and politicize policy, and prefers short-duration Treasuries and gold/miners over long bonds.

Gold Hit $4,000! Markets Are Detached from Reality | David Lin

Preview:David Lin (host of The David Lin Report) joins Kai Hoffmann on Soar Financially to discuss gold hitting $4,000, silver nearing $50, and a macro environment where markets appear detached from economic reality. Lin argues we are in an "everything rally" driven by M2 growth, Fed rate cuts, and AI-driven capex — not QE. He flags a divergence between weak underlying economic data and surging asset prices, reminiscent of 2020 but without the same explicit liquidity backstop. On gold/silver, he believes the public hasn't yet digested the move, suggesting more FOMO buying ahead. He expects capital rotation into 2026 as institutional investors rebalance overweight positions.

Decades of Lies, Debt, and Denial, Now Comes the Reckoning | Matthew Piepenburg

Preview:Matthew Piepenburg, partner at Von Greyerz Gold, argues the US is in an irreversible debt trap that is driving political polarization, dollar decline, and a secular gold bull market. He contends the Fed cannot raise rates given $37T in debt, that de-dollarization is accelerating faster than expected, and that central banks now hold more gold than US Treasuries for the first time since 1996. The conversation covers the government shutdown, Fed policy, the DXY outlook, and the debate between dollar bulls (Brent Johnson, Henrik Zeberg) and dollar bears. Piepenburg acknowledges the strong-dollar thesis but argues 2022's weaponization of the dollar was a turning point comparable to 1971, making a final dollar spike unlikely.

Gold & Silver Breaking Records, YOU Need To Know This NOW!

Preview:Kai Hoffmann (Soar Financially / @JRMiningGuy) hosts a weekly wrap-up covering gold at ~$3,850 near all-time highs, silver catching up with the gold-silver ratio dropping to 80.5, central bank buying resuming (Poland raising its gold reserve target to 30%), and a massive high-grade discovery at Prospector Metals. He flags the US government shutdown, weak ADP jobs data (-32K vs +50K expected), and Gaza peace plan as macro drivers. He highlights sudden C-suite departures at both Barrick and Newmont within 5 hours, interprets the dips-bought pattern in gold as extremely bullish, and argues analysts are "flat-out wrong" with $2,500 gold consensus targets — Q3 producer margins are set to explode with average realized prices $250–300/oz higher than Q2.

Kai Hoffman: Analyzing the current stage of the Gold & Silver Bull Market

Gold Momentum Explodes: ‘No Bear Case For Gold’, Says Analyst | Kai Hoffmann

Preview:Kai Hoffmann argues there is still no bear case for gold: central-bank buying, debt, geopolitics, a weaker dollar, and momentum are all reinforcing the move. He sees the gold-mining complex in a later but still ongoing rotation, with big producers and royalty names leading, mid-tiers next, and juniors still behind; his preferred next-12-month setup is gold mid-tier/developer names, especially where financing and M&A can create catalysts.

GOLD & SILVER: The Sky Is The Limit | Andy Schectman

Preview:Interview with Andy Schectman argues that gold and silver are in a structural repricing phase driven by central-bank buying, rising institutional allocation targets, heavy Comex deliveries/imports, and mounting distrust in fiat assets. The host and guest frame the current macro backdrop—weak jobs data, government shutdown, likely Fed cuts, and fiscal strain—as supportive for precious metals and bearish for holding dollars or long-duration Treasuries.

GOLD: Wall Street Is Going All In, Road to $20k I Peter Schiff

Preview:Peter Schiff argues that gold’s breakout reflects monetary deterioration, not a temporary trade, and that Wall Street is only belatedly catching up. He says GDP and Fed forecasts are unreliable, the economy is weaker than official data suggest, rate cuts and likely QE will stoke inflation, and the dollar’s reserve status is eroding as central banks and institutions rotate toward gold and away from bonds, Bitcoin, and eventually U.S. assets.

Delay Tactics Disguised as Peace | Alex Krainer

Preview:Geopolitical analyst and former hedge fund manager Alex Krainer argues that Trump's 20-point Gaza peace plan is a delaying tactic to avoid war with Iran. He sees Trump as partially (60/40) breaking from the post-WWII globalist order, evidenced by renewed US-Russia cooperation and a rhetorical break at the UN. Krainer frames the broader conflict as a war between Western financial oligarchy and the rest of the world, warns of potential false-flag operations to escalate the Russia-Ukraine war, and views NATO "Russian provocation" stories as propaganda.

GOLD Loves Trump: Wildest Year of My Career, What’s Coming? | Mike McGlone

Preview:Mike McGlone argues that gold’s rally is being driven less by inflation and more by geopolitics, Trump-era policy noise, central bank buying, and a growing fear that U.S. equity and macro conditions are overextended. He sees gold as a warning signal for a possible Q4 volatility pickup, while silver and copper are both supported but are lagging because they are more tied to industrial demand and global deflation risks than gold.

FED CUTS & GOLD: Wildest Gold Run Ever, $4500 Is Next | David Erfle

Preview:Kai and guest David Erfle argue that gold’s breakout is still in its early-to-middle innings, even though the sector is extremely overbought and due a pullback. Erfle’s core view is that a new valuation regime is underway: gold has broken out above long-term technical patterns, central banks are supportive, real-world inflation and debt dynamics are undermining faith in fiat policy, and mining equities are still lagging enough to justify further upside despite recent huge gains.