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All Episodes

McAlvany Weekly Commentary — 246 episodes

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Title
1

Markets Say Sweet, But Mood Sour At Home

2

The AI Bubble’s Circular Financing Problem with Jack Gamble

3

Inflation Is The Plan, Gold Is The Answer

4

James Rickards: Gold, AI, and the Fault Lines Beneath Global Markets

5

Fort Knox, Dollar Devaluation, and the Future of Gold

6

Can the Fed Make Inflation Disappear?

7

The Debt Shot Clock Is Ticking For AI

8

The Old Market Order Is Breaking—What It Means for Gold

9

When Inflation Leads To Decapitation

10

Summer Quiet Is the Best Time to Accumulate Metals

11

Increasing Use Of Chinese Yuan Is Bullish For Gold

12

Dave Allman on Wall Street Uncut: Lessons from Market Giants

13

Going to “Warsh” That Debt Right Out of Our Hair

14

Central Banks Offloading Treasuries & Buying Gold

15

Buy Hard Assets To Profit On AI

16

Inflection Point In The Gold & Silver Market

17

Sovereign Debt Stress Points To Higher Gold

18

The New, Unofficial, Global Gold Standard

19

Central Banks Gobble Up Gold, Retail Buyers Yawn

20

Super Bubble Stock Market: Fire Storm Dynamics

21

Avoid Wall Street Consensus At All Costs

22

Being Set Up For The Next “Big Short” Moment

23

Gold Is Key Player In New Monetary Regime

24

Could Hormuz Be the U.S.’s Suez?

25

Liquidity Squeeze Forces Quick Temporary Gold Drop

26

Why Many Elite Athletes End Up In Debt: Calling For A New Gold Standard

27

War, Debt, & Ammo: Duration Is Key

28

The Scramble For Liquidity Is On

29

U.S. Athletes Win Gold, Big Money Is Buying It

30

The Next Move Up in Gold Will Be Motivated by Fear

31

The Market Narrative For AI Is Changing

32

Gold & Silver: Turbulent Reversals & Ratio Opportunities

33

The Metals Are Pricey, But Not Overbought

34

“They’re Manipulating Precious Metals!”… Who Cares? – Bill King

35

When Do We Start Selling Ounces? Not Yet!

36

Trump To Maduro: “You’re Fired”!

37

Q&A: Your Questions Answered #2

38

Q&A: Your Questions Answered #1

39

Which Is Rising Faster: Gold Or McDonalds Fries?

40

Is Silver Too Expensive?

41

The Markets’ Stratospheric Tsunami (with Steven Hochberg & Peter Kendall)

42

Michael Oliver: The Most Important Chart in Markets Is Breaking Right Now

43

Best Risk Hedge: Gold Or Crypto?

44

“Sure Bet” AI Now Not So Sure

45

Late Cycle Dynamics With Doug Noland: Risk Takers In Charge

46

Shadow Banking Time Bomb

47

Finally! Gold Takes A Breath

48

Hundreds Of Tons Of Silver Scrambles To London

49

Gold: $40 to $400 to $4,000 To…?

50

Bill King On Gold: “Where Else Can You Go?”

51

Unforgettable Moment “I Forgive You”

52

Momentum Shifts To Gold

53

How Gold Will Multiply Your Stock Gains

54

Can Trump “Stack” The Federal Reserve?

55

Don’t Miss the Silver Streak

56

Gold & Gold Miners Outperform Stocks & Bitcoin YTD

57

No Tariffs On Gold “What Would’ve Happened If?”

58

All Time Stock Highs & Liquidity Addiction

59

Sizzling Markets: No Acrophobiacs Allowed

60

Cyber-Intrusion, Banking Fragility, & Petro-Dollar Replacement

61

Dr. Peter Zhao: The Importance Of Virtue In Economics

62

Germany & Italy Want Their Gold Back

63

The Power of Economic Warfare: Edward Fishman on Chokepoints, Sanctions & Strategy

64

What Type Of War, Banks or Bunker Busters?

65

War, Nukes, & Regime Change

66

“Sound Money” Actually Makes A Sound

67

The Big Beautiful Bill’s Hidden Bomb

68

Can We Really Outgrow Our Debt

69

Big Money Flowing Out Of U.S. Dollars

70

Tariff Song That Never Ends: On, Off, On, Repeat

71

Central Banks’ Unstoppable Appetite For Gold

72

Eliminating Emotional Investment Mistakes with Process

73

Dollar Dangerously Near A Breakpoint

74

Why The United States Always Reinvents Itself

75

Bye Bye Bretton Woods

76

Happy Liberation Day!?

77

Gold Signals A Reset

78

Gold At Triple-Triple Zero

79

Flight To Gold & U.S. Treasuries

80

Markets Signaled Trump / Zelensky A Month Earlier

81

The WWII Monetary Order Is Over

82

Rising Gold Still Waiting For Western Investor

83

A Weaker Dollar Is On Trump’s Agenda

84

Trump: Breaking Bad To Remake Good

85

Will DeepSeek Be Deepshock To The Market?

86

The Trump Sounds & Volatility Shall Follow

87

Your Mission Critical Checklist For 2025

88

Trump Is Bold But Liquidity Is A Coward

89

Our Annual Q&A Part 2 – Happy New Year!

90

Your Questions Answered

91

The Bubble: Embrace or Run Away?

92

Tariffs & Syria: Timing Is Everything

93

Broken Signals: Bonds Say Stop, Stocks Say Go

94

Calculating The Madness Of Crowds

95

Tariffs As Bargaining Chips

96

Will Trump, Trump Inflation?

97

Dollar Recycling Being Replaced By Gold

98

BRICS to Steal Dollar Dominance

99

Lower Interest Rates: Get Em While They Last

100

Stocks Cavalier… Bonds Concerned

101

Censorship: A Means To Control

102

Xi Wiz – Chinese Stimulus Explodes

103

Gold Laughs At Loose Rate Powell

104

Powell Dilemma: Inflation Or Recession?

105

9-11: The Memory & The Forgetting

106

CIA & FBI Pressures Narrative

107

Markets & Politics Propelled By “Joy”

108

400 oz Gold Bars Now A Million Bucks

109

Compounding Your Assets Without Adding New Money

110

Yen Carry Trade Cracking Like Humpty Dumpty

111

Goodhart, Weldon, & Christian All Gold Bulls

112

Jeffrey Christian: There’s A Lot Of Upside To Gold

113

Greg Weldon: Silver Looks Good Here

114

An Interview With Charles Goodhart

115

The Economic “Sweet Spot” Reversal

116

Gold Will Play A Role In The New Monetary Regime

117

Apple Mentions A.I. & Gets Free Pass On Falling Earnings

118

Global Discord: Paul Tucker Interview

119

Currencies are Tattletales

120

What if China Ruled the World?

121

A New International Order…

122

Gold Is Stupidity Insurance

123

Wimpy FED “I’ll Gladly Pay You On Tuesday”

124

What Will Happen When China Devalues?

125

Long Term Gold Bull Takes A Short Breath

126

Executive (Insiders) Unloading Their Own Stocks

127

The Fourth Turning Is Here: Neil Howe

128

Gold Rises, Dollar Rises, What That Means

129

Powell On Inflation: “Dismissive”

130

Jerome Powell This Week: Hawk Or Dove?

131

The $14 Trillion Dollar Maturity Tsunami

132

The Price Of Time With Edward Chancellor

133

Optimism Of A Bear

134

Shanghai Gold Exchange Delivers 271 Tons

135

China: Retail Gold Purchases Hit 6-Year High

136

You Can’t Stop The Wave, So Learn To Surf

137

$1.55 In Debt Now Equals $1.00 In Growth

138

Stocks: After The 2nd Rally, Then The Plunge

139

Manic Speculation, Depressive Reality

140

Gold Is A Real Asset, Not A Debt

141

Gold Is Sniffing Out Geopolitical Concerns

142

2023 Your Questions Answered

143

Powell’s Pointe Shoe Pivot

144

Fireworks Have Yet To Begin With Gold

145

Chinese Gold Demand Surges 66% In A Quarter

146

Almost Half of My Taxes go to Pay Interest!

147

Invest In Scarcity, Avoid The Overproduced

148

30-year T-Bills for sale…anybody?

149

The Market’s “Window Of Vulnerability”

150

U.S. Has To Borrow $20 Trillion In 36 Months

151

This Is A Good Time To Own Hard Assets

152

Getting Kicked In The U.S. Debt Glut

153

Hamas Attack Splits The World

154

Robert Prechter: How To Stay Safe In The Debt Implosion

155

Oil Embargo Was 50 Years Ago, What’s Changed

156

China, India, & Japan Flee Currency To Gold

157

Gold Hits All-Time High In Yen

158

China Turns BRICS to CRIBS

159

Why Agency Matters Most

160

Making BRICs Out Of Basket Case Currencies

161

American Stocks Most Expensive In Years

162

Dollar Dominance Dismantled One BRIC At A Time

163

When The Carry Trade Becomes The Buried Trade

164

The Crowd Is Always Right… Right?

165

World History & The Cost Of Money

166

I Just Can’t wait To Be A Bull, But Not Yet

167

Bill King: “The Big Money Players Are Moving Into Gold”

168

Who’s Gonna Bail Out Bundesbank?

169

What Do 2000, 2008, & 2023 Have In Common?

170

China Puts Its Big Listening Ear In Cuba

171

“Steer” Clear Of A Fake Bull Market

172

Artificial Stock Prices For Artificial Intelligence?

173

China Abusing A.I. For People Control

174

Apple Larger Than Everything Else In Russell 2000

175

Not A Bankrun, Just A Rapid Walk

176

Housing Hits Record Unaffordability

177

The Early Bird Gets The Gold

178

When Is The Dollar Done For?

179

Bank Lending Gets Choked

180

Has The Petro Dollar Lost Its Teeth?

181

Big Brother To “Solve” Dollar Crises With Fedcoin

182

30-Year Money Experiment Ending Badly

183

The Unlimited, Universal, Depositor Bailout

184

Insurance Companies Targeted By Fast & Loose Profiteers

185

Saith Inflation “I’m Not Quite Dead Yet”

186

Could Japan Crash The World?

187

Not The Debt Stupid, It’s The Interest

188

Why Are Central Banks Buying So Much Gold

189

Do You Remember The Volcker Pivot?

190

Inflation Is Slow Poison To Your Savings

191

Don’t Like Inflation Numbers? Change The Calculation!

192

Zombie Company Apocalypse

193

Petro-Dollar May Someday Face Petro-Yuan

194

Your Questions Answered Part 2

195

The Story Of Russia – Orlando Figes

196

Your Questions Answered Part 1

197

Fed Pays Banks 3.9% To Not Loan Money!

198

Will Sesame Credits Be Xi’s Tiananmen Tank?

199

FTX, “Effective Altruism” Proves All-False

200

Carry Trade Heaven now Hari-Kari Hades

201

Central Banks Purchase Record 400 Tons of Gold

202

Xi Whiz – China’s Getting Scary

203

Buy The Dip? Not So Fast

204

China’s “New Era” Is Old Totalitarianism

205

QE or NOT QT? That is the Question

206

GILTy? Bank of England’s Big Pivot

207

Pound Collapse: “I just can’t wait to be King”

208

Hoping For A Less Worse Tragedy

209

Andrew Smithers: Lookout! Bad Models Equal Bad Outcomes

210

From Russia With Love: Europe’s Energy Catastrophe

211

The Dollar Is Temporarily The Best Horse (In The Glue Factory)

212

China Gobbles Up 80 Tons Of Gold

213

Everything Rally is Awesome…or maybe Not

214

The Need For Risk Control In A Schizophrenic Market

215

Whitehouse Declares “Not A Recession,”… Move Along Citizen

216

Doug Noland: A Core Crises (from the Periphery)

217

Peak To Peak To Peak Inflation, The New “Transitory”

218

Formerly Free Money Now Getting Very Expensive

219

Markets Fall: The Difference Between Old VS Bold Pilots

220

The FED’s New Social Justice Mandate

221

Everything Bubbles & Endless Summers… End

222

Market Horror: Three Witches and a slice of Fruitcake

223

Bond Markets Revolt against Central Banks

224

Inflation Now 4 Times Higher Than Experts’ Estimates…

225

When Is Enough Enough… Or Not Enough?

226

Inflation Dragon Now Too Big To Hide

227

If You’re Addicted To Gain, Prepare For Pain

228

Mortgage Rates Explode… Housing Affordability Threshold?

229

Why We Fight: Interview with Christopher Blattman

230

The Breakdown of a “Well Managed” World

231

Inflation Makes You The Designated Loser

232

For Lack of an Affordable Nail…

233

China Stockpiles 80% of World’s Copper & 70% of the World’s Corn & Oil

234

Collectivists, Dictators, & Technocrats vs Personal Liberty

235

Consequence Of The Loss Of Confidence

236

Is This Commodity Price Spike Transitory?

237

The SWIFT De-Dollarization Of The World

238

The Ukrainian Tug Of War: Oil Is The Rope

239

Is It Financial Inclusion or Exclusion?

240

Doug Noland: “Bubbles Don’t Work In Reverse”

241

Runaway Train Towards Recession: Complements of The FED

242

DOW Drops 1000 Then Closes Up – First Time Ever

243

He Who Controls The Credit Makes The Rules

244

Don’t Like The Inflation Number? Change The Math

245

Your Questions Answered Part 3

246

What’s up with Bitcoin, Blockchain, and Asian Gold Hoarding?