The Gold Exchange Podcast
by 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!
Episodes
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John Rubino Explains How He’s Investing During a Parabolic Debt Cycle
Explore The New Way to Hold Gold: https://buff.ly/mDg6tWq
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Why Gold Can Look Expensive, and Still Be Undervalued | Taylor McKenna
Discover how to earn a yield on your gold, paid in gold: https://www.monetary-metals.com/insights/research/white-paper-the-case-for-gold-yield/
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Why the World Is Buying Gold While Americans Sell | Dana Samuelson
Discover how to earn a yield on your gold, paid in gold: https://goldyield.monetary-metals.com/l/711513/2026-10-08/2h55h2
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Gold Insider Challenges the Story Behind China’s Gold Reserves | Jeffrey Christian
Get the 2026 Gold Outlook Report: https://goldyield.monetary-metals.com/l/711513/2026-10-05/2h4s22
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The AI Debt Bubble Could Reprice Every Hard Asset | Jeff Snider
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Gold Fund Manager Explains the Monetary “Donroe Doctrine”
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Is The Dollar Milkshake Theory Entering Its Most Dangerous Phase? | Brent Johnson
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The Inflation Pattern Investors Keep Misreading | Rodrigo Gordillo
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Private Credit, Gold and the Search for Real Passive Income | Bronson Hill
Earn Passive Income in Gold: https://buff.ly/K1sCsEX
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Why Dave Ramsey Is Wrong About Good Debt | Tom Wheelwright
Get the 2026 Gold Outlook Report: https://buff.ly/fNhqpyT
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Can Your Gold Earn Yield And Still Be Protected?
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China’s Secret Gold Stockpile Could Change Everything | Dominic Frisby
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Why the Current Inflation is a Problem for the Next Generation | Jeff Deist
Get the 2026 Gold Outlook Report: https://buff.ly/yQBqYw9
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Long Time Gold Investor Doug Casey Explains Outlook on Mining, Gold, and Oil
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Elite Wealth Protection Strategies Explained by an Expert | Douglass Lodmell
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Why A Good Salary No Longer Buys A Normal Life | Mike Green
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Why Darius Dale Replaced Bonds With 30% Gold in His Portfolio
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Why Trump Had To Make A Deal With Iran | Chris Whalen
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The Strong Dollar Crisis Nobody Sees | George Gammon Explains
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We're Entering A New Age Of Energy Abundance
How Not to Think About Gold: https://buff.ly/wCxv6IH
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Why India Can't Stop Buying Gold (And What It Means For Investors)
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Brent Johnson's New Update On The Dollar Milkshake Theory
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The Resource Boom Investors Are Missing | Tavi Costa
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The New Fed Chair Is Walking Into A Broken Economy | Danielle DiMartino Booth
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Why China Is Going All-In On Gold
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Why Global Demand For Dollars (And Gold) Is Spiking | Jeff Snider Explains
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The Risk for Gold Investors Revealed by the Iran Conflict | Adrian Day
Get the 2026 Gold Outlook Report: https://buff.ly/Bp2f44f
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$4.2 Billion Gold Fund Manager Breaks Down Current Gold Market
Sign up for our webinar: https://us06web.zoom.us/webinar/regis... Get the 2026 Gold Outlook Report: https://buff.ly/5ciL82B
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What Hedge Funds See in Gold Right Now | Bob Elliott
Attend our free live webinar: https://buff.ly/h5oky5i
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The Silver Market is Seizing at the WORST TIme
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...
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Government official JUST Revealed China’s 100‑Year Plan To Dethrone The US
Get the 2026 Gold Outlook Report: https://buff.ly/4uE2mxl
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Retirement Warning For Investors, Watch Out For This | Ryan D. Lee
Get the 2026 Gold Outlook Report: https://buff.ly/Evbt9i5
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Stablecoins are a stealth weapon of empire (Brent Johnson)
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…
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The Tokenized Gold Revolution Happening Now with Dr. Campbell Harvey
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...
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Gold, Bitcoin, and the New Monetary Competition Explained
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…
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Why Passive Investing Is Creating a Market Time Bomb | Mike Green
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...
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2026 Gold Outlook: Monetary Competition, Scarcity Signals & What Comes Next
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...
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Is The Gold Bull Market Over? Keith Weiner Explains
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...
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How a Gold Fund Manager Navigates All Metals Markets | Greyson Geiler
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...
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What Most Gold & Silver Investors Get Wrong According to Jeffrey Christian
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...
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Demand for gold is becoming one-way | Hiren Chandaria explains
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...
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Will Trump END All Tariffs? Dr. Art Laffer explains
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,...
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Americans Are Missing the Biggest Monetary Shift in Decades
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…
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Why silver demand is exploding with David Morgan
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...
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What Turkey Knows About Gold That the West Ignores
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…
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Why Economic Warnings Don’t Look Real Until It’s Too Late w/ Economist Dr. Bob Murphy
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…
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The Global War Investors Aren’t Watching w/ Doomberg
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...
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Lease Rate Spikes in Precious Metals Explained
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…
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The Biggest Shift in Gold Since Bretton Woods
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...
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Why the Rich Are Suddenly Leasing Out Their Gold
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…
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About this show
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!
Hosted by
Monetary Metals