The Next Big Short Is Taking Shape, Gold & Miners | John Rubino episode artwork

EPISODE · Jul 30, 2026 · 34 MIN

The Next Big Short Is Taking Shape, Gold & Miners | John Rubino

from Soar Financially · host Kai Hoffmann

John Rubino joins Soar Financially to discuss the growing risks surrounding the AI bubble, private credit and global markets. He explains why trouble in AI could spread into major banks, why precious metals miners remain financially strong, and where he sees opportunities across gold and silver. #Gold #silver #preciousmetals ----------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------👨‍💼 Guest: John Rubino🏢 Company: Rubino Substack🌎 https://rubino.substack.com/📅 Recording date: July 29th, 2026---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: / soarfinancial Website: http://www.soarfinancial.com/---------------------00:00 Market uncertainty01:33 Where are markets headed?03:24 AI bubble & private credit risk07:00 Is the first domino falling?09:26 Fed, inflation & interest rates11:10 U.S. debt and the potential “death spiral”13:04 Bond market & yen carry trade15:50 Gold & silver outlook17:57 Miners generating major cash flow20:43 Should miners hold their gold?23:21 Gold & silver seasonality25:36 How healthy are miners?26:46 Where Rubino is investing28:23 M&A opportunity in smaller miners30:08 Snowline Gold discussion**Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#JohnRubino #AIBubble #FinancialCrisis #StockMarket #MarketCrash #PrivateCredit #Gold #Silver #GoldMiners #SilverMiners #MiningStocks #PreciousMetals #FederalReserve #InterestRates #USDebt #BondMarket #GoldPrice #SilverPrice #Investing #SoarFinancially

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The Next Big Short Is Taking Shape, Gold & Miners | John Rubino

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