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All Episodes

McAlvany Weekly Commentary — 236 episodes

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Title
1

Increasing Use Of Chinese Yuan Is Bullish For Gold

2

Dave Allman on Wall Street Uncut: Lessons from Market Giants

3

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

4

Central Banks Offloading Treasuries & Buying Gold

5

Buy Hard Assets To Profit On AI

6

Inflection Point In The Gold & Silver Market

7

Sovereign Debt Stress Points To Higher Gold

8

The New, Unofficial, Global Gold Standard

9

Central Banks Gobble Up Gold, Retail Buyers Yawn

10

Super Bubble Stock Market: Fire Storm Dynamics

11

Avoid Wall Street Consensus At All Costs

12

Being Set Up For The Next “Big Short” Moment

13

Gold Is Key Player In New Monetary Regime

14

Could Hormuz Be the U.S.’s Suez?

15

Liquidity Squeeze Forces Quick Temporary Gold Drop

16

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

17

War, Debt, & Ammo: Duration Is Key

18

The Scramble For Liquidity Is On

19

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

20

The Next Move Up in Gold Will Be Motivated by Fear

21

The Market Narrative For AI Is Changing

22

Gold & Silver: Turbulent Reversals & Ratio Opportunities

23

The Metals Are Pricey, But Not Overbought

24

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

25

When Do We Start Selling Ounces? Not Yet!

26

Trump To Maduro: “You’re Fired”!

27

Q&A: Your Questions Answered #2

28

Q&A: Your Questions Answered #1

29

Which Is Rising Faster: Gold Or McDonalds Fries?

30

Is Silver Too Expensive?

31

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

32

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

33

Best Risk Hedge: Gold Or Crypto?

34

“Sure Bet” AI Now Not So Sure

35

Late Cycle Dynamics With Doug Noland: Risk Takers In Charge

36

Shadow Banking Time Bomb

37

Finally! Gold Takes A Breath

38

Hundreds Of Tons Of Silver Scrambles To London

39

Gold: $40 to $400 to $4,000 To…?

40

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

41

Unforgettable Moment “I Forgive You”

42

Momentum Shifts To Gold

43

How Gold Will Multiply Your Stock Gains

44

Can Trump “Stack” The Federal Reserve?

45

Don’t Miss the Silver Streak

46

Gold & Gold Miners Outperform Stocks & Bitcoin YTD

47

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

48

All Time Stock Highs & Liquidity Addiction

49

Sizzling Markets: No Acrophobiacs Allowed

50

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

51

Dr. Peter Zhao: The Importance Of Virtue In Economics

52

Germany & Italy Want Their Gold Back

53

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

54

What Type Of War, Banks or Bunker Busters?

55

War, Nukes, & Regime Change

56

“Sound Money” Actually Makes A Sound

57

The Big Beautiful Bill’s Hidden Bomb

58

Can We Really Outgrow Our Debt

59

Big Money Flowing Out Of U.S. Dollars

60

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

61

Central Banks’ Unstoppable Appetite For Gold

62

Eliminating Emotional Investment Mistakes with Process

63

Dollar Dangerously Near A Breakpoint

64

Why The United States Always Reinvents Itself

65

Bye Bye Bretton Woods

66

Happy Liberation Day!?

67

Gold Signals A Reset

68

Gold At Triple-Triple Zero

69

Flight To Gold & U.S. Treasuries

70

Markets Signaled Trump / Zelensky A Month Earlier

71

The WWII Monetary Order Is Over

72

Rising Gold Still Waiting For Western Investor

73

A Weaker Dollar Is On Trump’s Agenda

74

Trump: Breaking Bad To Remake Good

75

Will DeepSeek Be Deepshock To The Market?

76

The Trump Sounds & Volatility Shall Follow

77

Your Mission Critical Checklist For 2025

78

Trump Is Bold But Liquidity Is A Coward

79

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

80

Your Questions Answered

81

The Bubble: Embrace or Run Away?

82

Tariffs & Syria: Timing Is Everything

83

Broken Signals: Bonds Say Stop, Stocks Say Go

84

Calculating The Madness Of Crowds

85

Tariffs As Bargaining Chips

86

Will Trump, Trump Inflation?

87

Dollar Recycling Being Replaced By Gold

88

BRICS to Steal Dollar Dominance

89

Lower Interest Rates: Get Em While They Last

90

Stocks Cavalier… Bonds Concerned

91

Censorship: A Means To Control

92

Xi Wiz – Chinese Stimulus Explodes

93

Gold Laughs At Loose Rate Powell

94

Powell Dilemma: Inflation Or Recession?

95

9-11: The Memory & The Forgetting

96

CIA & FBI Pressures Narrative

97

Markets & Politics Propelled By “Joy”

98

400 oz Gold Bars Now A Million Bucks

99

Compounding Your Assets Without Adding New Money

100

Yen Carry Trade Cracking Like Humpty Dumpty

101

Goodhart, Weldon, & Christian All Gold Bulls

102

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

103

Greg Weldon: Silver Looks Good Here

104

An Interview With Charles Goodhart

105

The Economic “Sweet Spot” Reversal

106

Gold Will Play A Role In The New Monetary Regime

107

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

108

Global Discord: Paul Tucker Interview

109

Currencies are Tattletales

110

What if China Ruled the World?

111

A New International Order…

112

Gold Is Stupidity Insurance

113

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

114

What Will Happen When China Devalues?

115

Long Term Gold Bull Takes A Short Breath

116

Executive (Insiders) Unloading Their Own Stocks

117

The Fourth Turning Is Here: Neil Howe

118

Gold Rises, Dollar Rises, What That Means

119

Powell On Inflation: “Dismissive”

120

Jerome Powell This Week: Hawk Or Dove?

121

The $14 Trillion Dollar Maturity Tsunami

122

The Price Of Time With Edward Chancellor

123

Optimism Of A Bear

124

Shanghai Gold Exchange Delivers 271 Tons

125

China: Retail Gold Purchases Hit 6-Year High

126

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

127

$1.55 In Debt Now Equals $1.00 In Growth

128

Stocks: After The 2nd Rally, Then The Plunge

129

Manic Speculation, Depressive Reality

130

Gold Is A Real Asset, Not A Debt

131

Gold Is Sniffing Out Geopolitical Concerns

132

2023 Your Questions Answered

133

Powell’s Pointe Shoe Pivot

134

Fireworks Have Yet To Begin With Gold

135

Chinese Gold Demand Surges 66% In A Quarter

136

Almost Half of My Taxes go to Pay Interest!

137

Invest In Scarcity, Avoid The Overproduced

138

30-year T-Bills for sale…anybody?

139

The Market’s “Window Of Vulnerability”

140

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

141

This Is A Good Time To Own Hard Assets

142

Getting Kicked In The U.S. Debt Glut

143

Hamas Attack Splits The World

144

Robert Prechter: How To Stay Safe In The Debt Implosion

145

Oil Embargo Was 50 Years Ago, What’s Changed

146

China, India, & Japan Flee Currency To Gold

147

Gold Hits All-Time High In Yen

148

China Turns BRICS to CRIBS

149

Why Agency Matters Most

150

Making BRICs Out Of Basket Case Currencies

151

American Stocks Most Expensive In Years

152

Dollar Dominance Dismantled One BRIC At A Time

153

When The Carry Trade Becomes The Buried Trade

154

The Crowd Is Always Right… Right?

155

World History & The Cost Of Money

156

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

157

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

158

Who’s Gonna Bail Out Bundesbank?

159

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

160

China Puts Its Big Listening Ear In Cuba

161

“Steer” Clear Of A Fake Bull Market

162

Artificial Stock Prices For Artificial Intelligence?

163

China Abusing A.I. For People Control

164

Apple Larger Than Everything Else In Russell 2000

165

Not A Bankrun, Just A Rapid Walk

166

Housing Hits Record Unaffordability

167

The Early Bird Gets The Gold

168

When Is The Dollar Done For?

169

Bank Lending Gets Choked

170

Has The Petro Dollar Lost Its Teeth?

171

Big Brother To “Solve” Dollar Crises With Fedcoin

172

30-Year Money Experiment Ending Badly

173

The Unlimited, Universal, Depositor Bailout

174

Insurance Companies Targeted By Fast & Loose Profiteers

175

Saith Inflation “I’m Not Quite Dead Yet”

176

Could Japan Crash The World?

177

Not The Debt Stupid, It’s The Interest

178

Why Are Central Banks Buying So Much Gold

179

Do You Remember The Volcker Pivot?

180

Inflation Is Slow Poison To Your Savings

181

Don’t Like Inflation Numbers? Change The Calculation!

182

Zombie Company Apocalypse

183

Petro-Dollar May Someday Face Petro-Yuan

184

Your Questions Answered Part 2

185

The Story Of Russia – Orlando Figes

186

Your Questions Answered Part 1

187

Fed Pays Banks 3.9% To Not Loan Money!

188

Will Sesame Credits Be Xi’s Tiananmen Tank?

189

FTX, “Effective Altruism” Proves All-False

190

Carry Trade Heaven now Hari-Kari Hades

191

Central Banks Purchase Record 400 Tons of Gold

192

Xi Whiz – China’s Getting Scary

193

Buy The Dip? Not So Fast

194

China’s “New Era” Is Old Totalitarianism

195

QE or NOT QT? That is the Question

196

GILTy? Bank of England’s Big Pivot

197

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

198

Hoping For A Less Worse Tragedy

199

Andrew Smithers: Lookout! Bad Models Equal Bad Outcomes

200

From Russia With Love: Europe’s Energy Catastrophe

201

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

202

China Gobbles Up 80 Tons Of Gold

203

Everything Rally is Awesome…or maybe Not

204

The Need For Risk Control In A Schizophrenic Market

205

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

206

Doug Noland: A Core Crises (from the Periphery)

207

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

208

Formerly Free Money Now Getting Very Expensive

209

Markets Fall: The Difference Between Old VS Bold Pilots

210

The FED’s New Social Justice Mandate

211

Everything Bubbles & Endless Summers… End

212

Market Horror: Three Witches and a slice of Fruitcake

213

Bond Markets Revolt against Central Banks

214

Inflation Now 4 Times Higher Than Experts’ Estimates…

215

When Is Enough Enough… Or Not Enough?

216

Inflation Dragon Now Too Big To Hide

217

If You’re Addicted To Gain, Prepare For Pain

218

Mortgage Rates Explode… Housing Affordability Threshold?

219

Why We Fight: Interview with Christopher Blattman

220

The Breakdown of a “Well Managed” World

221

Inflation Makes You The Designated Loser

222

For Lack of an Affordable Nail…

223

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

224

Collectivists, Dictators, & Technocrats vs Personal Liberty

225

Consequence Of The Loss Of Confidence

226

Is This Commodity Price Spike Transitory?

227

The SWIFT De-Dollarization Of The World

228

The Ukrainian Tug Of War: Oil Is The Rope

229

Is It Financial Inclusion or Exclusion?

230

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

231

Runaway Train Towards Recession: Complements of The FED

232

DOW Drops 1000 Then Closes Up – First Time Ever

233

He Who Controls The Credit Makes The Rules

234

Don’t Like The Inflation Number? Change The Math

235

Your Questions Answered Part 3

236

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