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All Episodes

McAlvany Weekly Commentary — 229 episodes

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Title
1

The New, Unofficial, Global Gold Standard

2

Central Banks Gobble Up Gold, Retail Buyers Yawn

3

Super Bubble Stock Market: Fire Storm Dynamics

4

Avoid Wall Street Consensus At All Costs

5

Being Set Up For The Next “Big Short” Moment

6

Gold Is Key Player In New Monetary Regime

7

Could Hormuz Be the U.S.’s Suez?

8

Liquidity Squeeze Forces Quick Temporary Gold Drop

9

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

10

War, Debt, & Ammo: Duration Is Key

11

The Scramble For Liquidity Is On

12

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

13

The Next Move Up in Gold Will Be Motivated by Fear

14

The Market Narrative For AI Is Changing

15

Gold & Silver: Turbulent Reversals & Ratio Opportunities

16

The Metals Are Pricey, But Not Overbought

17

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

18

When Do We Start Selling Ounces? Not Yet!

19

Trump To Maduro: “You’re Fired”!

20

Q&A: Your Questions Answered #2

21

Q&A: Your Questions Answered #1

22

Which Is Rising Faster: Gold Or McDonalds Fries?

23

Is Silver Too Expensive?

24

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

25

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

26

Best Risk Hedge: Gold Or Crypto?

27

“Sure Bet” AI Now Not So Sure

28

Late Cycle Dynamics With Doug Noland: Risk Takers In Charge

29

Shadow Banking Time Bomb

30

Finally! Gold Takes A Breath

31

Hundreds Of Tons Of Silver Scrambles To London

32

Gold: $40 to $400 to $4,000 To…?

33

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

34

Unforgettable Moment “I Forgive You”

35

Momentum Shifts To Gold

36

How Gold Will Multiply Your Stock Gains

37

Can Trump “Stack” The Federal Reserve?

38

Don’t Miss the Silver Streak

39

Gold & Gold Miners Outperform Stocks & Bitcoin YTD

40

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

41

All Time Stock Highs & Liquidity Addiction

42

Sizzling Markets: No Acrophobiacs Allowed

43

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

44

Dr. Peter Zhao: The Importance Of Virtue In Economics

45

Germany & Italy Want Their Gold Back

46

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

47

What Type Of War, Banks or Bunker Busters?

48

War, Nukes, & Regime Change

49

“Sound Money” Actually Makes A Sound

50

The Big Beautiful Bill’s Hidden Bomb

51

Can We Really Outgrow Our Debt

52

Big Money Flowing Out Of U.S. Dollars

53

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

54

Central Banks’ Unstoppable Appetite For Gold

55

Eliminating Emotional Investment Mistakes with Process

56

Dollar Dangerously Near A Breakpoint

57

Why The United States Always Reinvents Itself

58

Bye Bye Bretton Woods

59

Happy Liberation Day!?

60

Gold Signals A Reset

61

Gold At Triple-Triple Zero

62

Flight To Gold & U.S. Treasuries

63

Markets Signaled Trump / Zelensky A Month Earlier

64

The WWII Monetary Order Is Over

65

Rising Gold Still Waiting For Western Investor

66

A Weaker Dollar Is On Trump’s Agenda

67

Trump: Breaking Bad To Remake Good

68

Will DeepSeek Be Deepshock To The Market?

69

The Trump Sounds & Volatility Shall Follow

70

Your Mission Critical Checklist For 2025

71

Trump Is Bold But Liquidity Is A Coward

72

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

73

Your Questions Answered

74

The Bubble: Embrace or Run Away?

75

Tariffs & Syria: Timing Is Everything

76

Broken Signals: Bonds Say Stop, Stocks Say Go

77

Calculating The Madness Of Crowds

78

Tariffs As Bargaining Chips

79

Will Trump, Trump Inflation?

80

Dollar Recycling Being Replaced By Gold

81

BRICS to Steal Dollar Dominance

82

Lower Interest Rates: Get Em While They Last

83

Stocks Cavalier… Bonds Concerned

84

Censorship: A Means To Control

85

Xi Wiz – Chinese Stimulus Explodes

86

Gold Laughs At Loose Rate Powell

87

Powell Dilemma: Inflation Or Recession?

88

9-11: The Memory & The Forgetting

89

CIA & FBI Pressures Narrative

90

Markets & Politics Propelled By “Joy”

91

400 oz Gold Bars Now A Million Bucks

92

Compounding Your Assets Without Adding New Money

93

Yen Carry Trade Cracking Like Humpty Dumpty

94

Goodhart, Weldon, & Christian All Gold Bulls

95

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

96

Greg Weldon: Silver Looks Good Here

97

An Interview With Charles Goodhart

98

The Economic “Sweet Spot” Reversal

99

Gold Will Play A Role In The New Monetary Regime

100

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

101

Global Discord: Paul Tucker Interview

102

Currencies are Tattletales

103

What if China Ruled the World?

104

A New International Order…

105

Gold Is Stupidity Insurance

106

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

107

What Will Happen When China Devalues?

108

Long Term Gold Bull Takes A Short Breath

109

Executive (Insiders) Unloading Their Own Stocks

110

The Fourth Turning Is Here: Neil Howe

111

Gold Rises, Dollar Rises, What That Means

112

Powell On Inflation: “Dismissive”

113

Jerome Powell This Week: Hawk Or Dove?

114

The $14 Trillion Dollar Maturity Tsunami

115

The Price Of Time With Edward Chancellor

116

Optimism Of A Bear

117

Shanghai Gold Exchange Delivers 271 Tons

118

China: Retail Gold Purchases Hit 6-Year High

119

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

120

$1.55 In Debt Now Equals $1.00 In Growth

121

Stocks: After The 2nd Rally, Then The Plunge

122

Manic Speculation, Depressive Reality

123

Gold Is A Real Asset, Not A Debt

124

Gold Is Sniffing Out Geopolitical Concerns

125

2023 Your Questions Answered

126

Powell’s Pointe Shoe Pivot

127

Fireworks Have Yet To Begin With Gold

128

Chinese Gold Demand Surges 66% In A Quarter

129

Almost Half of My Taxes go to Pay Interest!

130

Invest In Scarcity, Avoid The Overproduced

131

30-year T-Bills for sale…anybody?

132

The Market’s “Window Of Vulnerability”

133

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

134

This Is A Good Time To Own Hard Assets

135

Getting Kicked In The U.S. Debt Glut

136

Hamas Attack Splits The World

137

Robert Prechter: How To Stay Safe In The Debt Implosion

138

Oil Embargo Was 50 Years Ago, What’s Changed

139

China, India, & Japan Flee Currency To Gold

140

Gold Hits All-Time High In Yen

141

China Turns BRICS to CRIBS

142

Why Agency Matters Most

143

Making BRICs Out Of Basket Case Currencies

144

American Stocks Most Expensive In Years

145

Dollar Dominance Dismantled One BRIC At A Time

146

When The Carry Trade Becomes The Buried Trade

147

The Crowd Is Always Right… Right?

148

World History & The Cost Of Money

149

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

150

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

151

Who’s Gonna Bail Out Bundesbank?

152

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

153

China Puts Its Big Listening Ear In Cuba

154

“Steer” Clear Of A Fake Bull Market

155

Artificial Stock Prices For Artificial Intelligence?

156

China Abusing A.I. For People Control

157

Apple Larger Than Everything Else In Russell 2000

158

Not A Bankrun, Just A Rapid Walk

159

Housing Hits Record Unaffordability

160

The Early Bird Gets The Gold

161

When Is The Dollar Done For?

162

Bank Lending Gets Choked

163

Has The Petro Dollar Lost Its Teeth?

164

Big Brother To “Solve” Dollar Crises With Fedcoin

165

30-Year Money Experiment Ending Badly

166

The Unlimited, Universal, Depositor Bailout

167

Insurance Companies Targeted By Fast & Loose Profiteers

168

Saith Inflation “I’m Not Quite Dead Yet”

169

Could Japan Crash The World?

170

Not The Debt Stupid, It’s The Interest

171

Why Are Central Banks Buying So Much Gold

172

Do You Remember The Volcker Pivot?

173

Inflation Is Slow Poison To Your Savings

174

Don’t Like Inflation Numbers? Change The Calculation!

175

Zombie Company Apocalypse

176

Petro-Dollar May Someday Face Petro-Yuan

177

Your Questions Answered Part 2

178

The Story Of Russia – Orlando Figes

179

Your Questions Answered Part 1

180

Fed Pays Banks 3.9% To Not Loan Money!

181

Will Sesame Credits Be Xi’s Tiananmen Tank?

182

FTX, “Effective Altruism” Proves All-False

183

Carry Trade Heaven now Hari-Kari Hades

184

Central Banks Purchase Record 400 Tons of Gold

185

Xi Whiz – China’s Getting Scary

186

Buy The Dip? Not So Fast

187

China’s “New Era” Is Old Totalitarianism

188

QE or NOT QT? That is the Question

189

GILTy? Bank of England’s Big Pivot

190

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

191

Hoping For A Less Worse Tragedy

192

Andrew Smithers: Lookout! Bad Models Equal Bad Outcomes

193

From Russia With Love: Europe’s Energy Catastrophe

194

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

195

China Gobbles Up 80 Tons Of Gold

196

Everything Rally is Awesome…or maybe Not

197

The Need For Risk Control In A Schizophrenic Market

198

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

199

Doug Noland: A Core Crises (from the Periphery)

200

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

201

Formerly Free Money Now Getting Very Expensive

202

Markets Fall: The Difference Between Old VS Bold Pilots

203

The FED’s New Social Justice Mandate

204

Everything Bubbles & Endless Summers… End

205

Market Horror: Three Witches and a slice of Fruitcake

206

Bond Markets Revolt against Central Banks

207

Inflation Now 4 Times Higher Than Experts’ Estimates…

208

When Is Enough Enough… Or Not Enough?

209

Inflation Dragon Now Too Big To Hide

210

If You’re Addicted To Gain, Prepare For Pain

211

Mortgage Rates Explode… Housing Affordability Threshold?

212

Why We Fight: Interview with Christopher Blattman

213

The Breakdown of a “Well Managed” World

214

Inflation Makes You The Designated Loser

215

For Lack of an Affordable Nail…

216

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

217

Collectivists, Dictators, & Technocrats vs Personal Liberty

218

Consequence Of The Loss Of Confidence

219

Is This Commodity Price Spike Transitory?

220

The SWIFT De-Dollarization Of The World

221

The Ukrainian Tug Of War: Oil Is The Rope

222

Is It Financial Inclusion or Exclusion?

223

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

224

Runaway Train Towards Recession: Complements of The FED

225

DOW Drops 1000 Then Closes Up – First Time Ever

226

He Who Controls The Credit Makes The Rules

227

Don’t Like The Inflation Number? Change The Math

228

Your Questions Answered Part 3

229

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