The Gold Exchange Podcast cover

The Gold Exchange Podcast

Monetary Metals

Welcome to The Gold Exchange, where we untangle market and policy complexity using timeless economic principles. Each episode dives into topics such as economics, monetary policy, investing, and precious metals, among others. If you’re seeking to better understand the present so you can prepare for the future, this podcast is for you. Listen to all episodes here, or simply subscribe today!

Welcome to The Gold Exchange, where we untangle market and policy complexity using timeless economic principles. Each episode dives into topics such as economics, monetary policy, investing, and precious metals, among others. If you’re seeking to better understand the present so you can prepare for the future, this podcast is for you. Listen to all episodes here, or simply subscribe today!

John Rubino Explains How He’s Investing During a Parabolic Debt Cycle

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Epizode

John Rubino Explains How He’s Investing During a Parabolic Debt Cycle 02 Nov 2026

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Why Gold Can Look Expensive, and Still Be Undervalued | Taylor McKenna 26 Oct 2026

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Why the World Is Buying Gold While Americans Sell | Dana Samuelson 19 Oct 2026

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Gold Insider Challenges the Story Behind China’s Gold Reserves | Jeffrey Christian 12 Oct 2026

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The AI Debt Bubble Could Reprice Every Hard Asset | Jeff Snider 05 Oct 2026

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Gold Fund Manager Explains the Monetary “Donroe Doctrine” 28 Sep 2026

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Is The Dollar Milkshake Theory Entering Its Most Dangerous Phase? | Brent Johnson 21 Sep 2026

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The Inflation Pattern Investors Keep Misreading | Rodrigo Gordillo 14 Sep 2026

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Private Credit, Gold and the Search for Real Passive Income | Bronson Hill 07 Sep 2026

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Why Dave Ramsey Is Wrong About Good Debt | Tom Wheelwright 31 Aug 2026

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Can Your Gold Earn Yield And Still Be Protected? 24 Aug 2026

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China’s Secret Gold Stockpile Could Change Everything | Dominic Frisby 17 Aug 2026

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Why the Current Inflation is a Problem for the Next Generation | Jeff Deist 10 Aug 2026

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Long Time Gold Investor Doug Casey Explains Outlook on Mining, Gold, and Oil 03 Aug 2026

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Elite Wealth Protection Strategies Explained by an Expert | Douglass Lodmell 27 Jul 2026

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Why A Good Salary No Longer Buys A Normal Life | Mike Green 20 Jul 2026

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Why Darius Dale Replaced Bonds With 30% Gold in His Portfolio 13 Jul 2026

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Why Trump Had To Make A Deal With Iran | Chris Whalen 06 Jul 2026

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The Strong Dollar Crisis Nobody Sees | George Gammon Explains 29 Jun 2026

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We're Entering A New Age Of Energy Abundance 22 Jun 2026

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Why India Can't Stop Buying Gold (And What It Means For Investors) 15 Jun 2026

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Brent Johnson's New Update On The Dollar Milkshake Theory 08 Jun 2026

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The Resource Boom Investors Are Missing | Tavi Costa 02 Jun 2026

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The New Fed Chair Is Walking Into A Broken Economy | Danielle DiMartino Booth 26 May 2026

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Why China Is Going All-In On Gold 18 May 2026

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Why Global Demand For Dollars (And Gold) Is Spiking | Jeff Snider Explains 13 May 2026

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The Risk for Gold Investors Revealed by the Iran Conflict | Adrian Day 04 May 2026

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$4.2 Billion Gold Fund Manager Breaks Down Current Gold Market 28 Apr 2026

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What Hedge Funds See in Gold Right Now | Bob Elliott 28 Apr 2026

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The Silver Market is Seizing at the WORST TIme 28 Apr 2026

Get the 2026 Gold Outlook Report: https://buff.ly/aE7UX7J The silver market is experiencing massive disruptions. And the timing couldn't be worse. In this episode, we break down exactly what's happening and why most investors are completely unprepared. We get into Trump's trade strategy, China's grip on the global market, and what the data is saying. This is one of those conversations you'll wish you heard sooner.

Government official JUST Revealed China’s 100‑Year Plan To Dethrone The US 28 Apr 2026

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Retirement Warning For Investors, Watch Out For This | Ryan D. Lee 28 Apr 2026

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Stablecoins are a stealth weapon of empire (Brent Johnson) 16 Mar 2026

Brent Johnson, founder of Santiago Capital and creator of the Dollar Milkshake Theory, joins the Gold Exchange podcast to discuss rising global uncertainty and the forces reshaping the financial system. The conversation explores geopolitical fragmentation, sovereign debt risks, the role of the U.S. dollar in global markets, the growing importance of gold, and how emerging technologies like stablecoins could influence the future monetary landscape. Get the 2026 Gold Outlook Report: https://buff.ly/tYHvh0p

The Tokenized Gold Revolution Happening Now with Dr. Campbell Harvey 09 Mar 2026

In this discussion with Duke University finance professor Dr. Campbell Harvey, we examine the rise of tokenized gold, the potential return of a digital gold standard, and how blockchain technology is changing markets that have existed for centuries. The conversation also covers the future of fiat currencies, the role of central banks, Bitcoin vs gold, global de-dollarization, and why gold continues to play a critical role in the financial system. As finance evolves, understanding how tokenization, digital assets, and monetary competition interact could become one of the most important economic questions of the next decade. Get the 2026 Gold Outlook Report: https://buff.ly/k5ARjt4

Gold, Bitcoin, and the New Monetary Competition Explained 02 Mar 2026

This discussion with Charlie Morris of ByteTree Asset Management explores how gold, Bitcoin, and broader markets are being shaped by deeper monetary forces rather than short-term narratives. We discuss market cycles, asset volatility, central bank behavior, and why gold continues to reassert itself as a monetary asset during periods of structural stress. Get the 2026 Gold Outlook Report: https://buff.ly/FKEZUPW

Why Passive Investing Is Creating a Market Time Bomb | Mike Green 23 Feb 2026

Mike Green of Simplify Asset Management explains why the real risk in today’s markets isn’t something obvious like the Fed, inflation, or tariffs. Passive investment flows have quietly changed how markets function beneath the surface and have created a major systemic risk. We explore why markets can appear stable while becoming increasingly fragile, why regulators are unable to act, and what this means for investors thinking about risk, liquidity, and capital preservation. Get the 2026 Gold Outlook Report: https://buff.ly/Inmr5tw

2026 Gold Outlook: Monetary Competition, Scarcity Signals & What Comes Next 16 Feb 2026

This episode explores our 2026 gold and silver outlook as monetary competition, debt expansion, and currency debasement intensify. Monetary Metals CEO Keith Weiner explains why gold continues to win the monetary race, how scarcity signals differ from price narratives, and what silver’s recent behavior reveals about real demand. Watch for a grounded macro view of precious metals heading into 2026. Get the 2026 Gold Outlook Report: https://buff.ly/BjyzbPF

Is The Gold Bull Market Over? Keith Weiner Explains 09 Feb 2026

When gold and silver prices drop suddenly, most people rush to blame manipulation or panic. But price alone doesn’t explain what’s really happening beneath the surface. In this episode, Keith Weiner break down what drove the recent gold and silver volatility, how leverage in futures markets amplifies price moves, and why global physical demand tells a very different story than charts alone. Understanding these signals matters if you want to avoid reacting emotionally—and making costly mistakes—during market stress. Get the 2026 Gold Outlook Report free here: https://www.monetary-metals.com/insights/research/gold-outlook-2026-report/

How a Gold Fund Manager Navigates All Metals Markets | Greyson Geiler 02 Feb 2026

Gold and silver prices are hitting new highs, but price alone doesn’t explain what’s really happening in the metals market. In this episode, Greyson Geiler explains why focusing on headlines and price charts can mislead investors, which signals actually matter beneath the surface, and how speculation, central bank behavior, and supply dynamics are changing the risk profile for gold and silver right now. If you’re investing based on price alone, this conversation highlights what you may be missing. Earn a yield on gold, paid in gold: https://buff.ly/2I5jBDv

What Most Gold & Silver Investors Get Wrong According to Jeffrey Christian 26 Jan 2026

Gold and silver prices are rising — but not for the reasons many investors believe. In this episode, Jeffrey Christian breaks down what’s actually driving precious metals, why extreme price targets keep failing, and how supply, recycling, and investor behavior eventually cap rallies. If you’re relying on headlines, shortages, or “silver squeeze” narratives, this conversation may challenge some core assumptions. Earn a yield on gold, paid in gold: https://buff.ly/UGAVlYR

Demand for gold is becoming one-way | Hiren Chandaria explains 20 Jan 2026

In this conversation, Hiren Chandaria breaks down how gold functions differently across regions like India, China, and Turkey, why gold has remained deeply embedded in these economies, and how gold is evolving from a “non-productive asset” into something that can generate yield. We cover why currency debasement keeps gold demand one-way, how cultural behavior around gold shapes markets, and why earning a return in ounces changes the entire gold investment thesis. This episode is about understanding gold beyond headlines — and why much of the world already treats it as money. Earn a yield on gold, paid in gold: https://buff.ly/vv8zj3N

Will Trump END All Tariffs? Dr. Art Laffer explains 12 Jan 2026

Most economic debates ignore one basic truth: people respond to incentives.In this episode, Arthur Laffer breaks down why higher taxes often lead to less growth, less revenue, and worse outcomes for everyone—despite good intentions. We dig into the Laffer Curve, real tax data going back decades, trade policy, and why ignoring incentives keeps leading to the same economic failures. This conversation isn’t about politics—it’s about what the evidence actually shows. Earn a yield on gold, paid in gold: https://buff.ly/9n0CK0N

Americans Are Missing the Biggest Monetary Shift in Decades 05 Jan 2026

While gold, silver, and other precious metals hit record highs, most Americans remain focused on paper assets and short-term performance. In this episode, Dana Samuelson explains why global demand for gold is accelerating, why central banks and foreign buyers are leading the move, and why the U.S. public is largely unprepared for the shift underway. This conversation breaks down debt, inflation, geopolitics, and the growing role of physical gold as trust in currencies weakens. If you’ve wondered why gold keeps rising — and why so many people still dismiss it — this episode explains what’s changing beneath the surface. Earn a yield on gold, paid in gold: https://buff.ly/HcMGvbH

Why silver demand is exploding with David Morgan 30 Dec 2025

Silver prices are rising rapidly and continuing to break all-time highs — but the real story is more than just rising prices. It’s the stress building underneath the market. In this episode, precious metals expert David Morgan explains why physical silver is being pulled off exchanges, industrial demand is absorbing more physical supply, and prices are breaking out past in a historic bull run. This conversation breaks down why silver behaves differently than gold and why many investors misunderstand what actually drives silver markets. If you’re relying on price charts or headlines alone, you may be missing the bigger picture forming beneath the surface. Earn a yield on gold, paid in gold: https://buff.ly/936OTXn

What Turkey Knows About Gold That the West Ignores 22 Dec 2025

Gold isn’t for speculation everywhere. In countries like Turkey, gold is still used for savings, banking, accounting, and long-term financial security. While the West treats buying gold as a trade, entire economies continue to rely on it as money. In this episode, Keith Winer of Monetary Metals and Gökhan Yilmaz of AgaOne explain how gold functions inside real financial systems, why inflation forces people back to tangible assets, and what Western investors consistently misunderstand about gold’s role in the global economy. Earn a yield on gold, paid in gold: https://buff.ly/yaTf6Bw

Why Economic Warnings Don’t Look Real Until It’s Too Late w/ Economist Dr. Bob Murphy 15 Dec 2025

The most dangerous economic periods don’t always feel like crises — they often feel normal. In this episode, economist Bob Murphy explains why so many economic warning signs lose credibility right before things break. From the yield curve’s flawless recession record to the Fed quietly changing how it manages its balance sheet, Bob walks through why markets can look stable even as underlying risks build. He explains why debt, interest costs, housing prices, and monetary policy don’t fail loudly — they fail slowly, then suddenly. If you’ve ever wondered why economic warnings feel wrong until it’s too late, this conversation explains what most people miss and why false stability is often the most dangerous signal of all. Earn a yield on gold, paid in gold: https://buff.ly/gB67VOG

The Global War Investors Aren’t Watching w/ Doomberg 12 Dec 2025

In this episode of the Gold Exchange, Doomberg joins the podcast to break down the real forces shaping global energy, geopolitics, and gold. We explore why energy drives nearly every major conflict, what the war in Ukraine truly represents, how AI is reshaping electricity demand, and why gold is quietly becoming the world’s neutral reserve asset again. From U.S. energy dominance and Europe’s grid failures to China’s long-term strategy and the future of nuclear, this conversation cuts through headlines and hype to expose what actually matters for investors navigating the next global shift. Earn a yield on gold, paid in gold: https://buff.ly/0ARMEce

Lease Rate Spikes in Precious Metals Explained 08 Dec 2025

In this episode, we break down what spiking lease rates really mean in the gold and silver markets. You’ll learn how lease rates work, why backwardation signals metal scarcity, and what happens when the normal flow of metal to refiners, jewelers, and fabricators starts to break down. We also cover why silver experienced a temporary shortage while gold remained stable, and how paper market mechanics can distort real supply and demand. If you want a clear explanation of this rare market signal and why it matters, this conversation lays it out step by step. Earn a yield on gold, paid in gold: https://buff.ly/7CIJIQJ

The Biggest Shift in Gold Since Bretton Woods 05 Dec 2025

In this episode, Ronnie Stoeferle breaks down what’s really driving gold’s strength today. He explains why countries around the world are increasing their gold reserves, why fiat currencies keep losing purchasing power, and why gold is becoming more important as a neutral monetary asset. We also talk about the myths around BRICS, the shift toward a more multipolar financial system, and why many investors in the West still underestimate gold’s role. If you want a clear, no-nonsense explanation of the main forces shaping gold demand right now, this conversation lays it out plainly. Earn a yield on gold, paid in gold https://buff.ly/RSchKse

Why the Rich Are Suddenly Leasing Out Their Gold 02 Dec 2025

Gold prices remain near all-time highs, but a growing number of wealthy investors are no longer content letting their bullion sit idle. They’re leasing gold to earn yield—paid in gold—in exchange for renting their gold to businesses like refiners and jewelers. In this video, we break down why gold leasing is surging, how it works, and why more investors are putting their gold to work. Earn a yield on gold, paid in gold: https://buff.ly/JL2uGx6

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