The Gold Exchange Podcast

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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 grip on the global market, and what the data is saying. This is one of those conversations you'll wish you heard sooner.

Get the 2026 Gold Outlook Report: https://buff.ly/4uE2mxl

Get the 2026 Gold Outlook Report: https://buff.ly/Evbt9i5

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 U.S. dollar in global markets, the growing importance of gold, and how emerging technologies like stablecoins could influence the future monetary landscape.Get the 2026 Gold Outlook Report: https://buff.ly/tYHvh0p

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 currencies, the role of central banks, Bitcoin vs gold, global de-dollarization, and why gold continues to play a critical role in the financial system. As finance evolves, understanding how tokenization, digital assets, and monetary competition interact could become one of the most important economic questions of the next decade.Get the 2026 Gold Outlook Report: https://buff.ly/k5ARjt4

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 itself as a monetary asset during periods of structural stress.Get the 2026 Gold Outlook Report: https://buff.ly/FKEZUPW

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 can appear stable while becoming increasingly fragile, why regulators are unable to act, and what this means for investors thinking about risk, liquidity, and capital preservation.Get the 2026 Gold Outlook Report: https://buff.ly/Inmr5tw

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 behavior reveals about real demand. Watch for a grounded macro view of precious metals heading into 2026.Get the 2026 Gold Outlook Report: https://buff.ly/BjyzbPF

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 amplifies price moves, and why global physical demand tells a very different story than charts alone. Understanding these signals matters if you want to avoid reacting emotionally—and making costly mistakes—during market stress.Get the 2026 Gold Outlook Report free here: https://www.monetary-metals.com/insights/research/gold-outlook-2026-report/

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 speculation, central bank behavior, and supply dynamics are changing the risk profile for gold and silver right now. If you’re investing based on price alone, this conversation highlights what you may be missing.Earn a yield on gold, paid in gold: https://buff.ly/2I5jBDv

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 relying on headlines, shortages, or “silver squeeze” narratives, this conversation may challenge some core assumptions.Earn a yield on gold, paid in gold: https://buff.ly/UGAVlYR

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 currency debasement keeps gold demand one-way, how cultural behavior around gold shapes markets, and why earning a return in ounces changes the entire gold investment thesis. This episode is about understanding gold beyond headlines — and why much of the world already treats it as money.Earn a yield on gold, paid in gold: https://buff.ly/vv8zj3N

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, trade policy, and why ignoring incentives keeps leading to the same economic failures. This conversation isn’t about politics—it’s about what the evidence actually shows.Earn a yield on gold, paid in gold: https://buff.ly/9n0CK0N

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 U.S. public is largely unprepared for the shift underway. This conversation breaks down debt, inflation, geopolitics, and the growing role of physical gold as trust in currencies weakens. If you’ve wondered why gold keeps rising — and why so many people still dismiss it — this episode explains what’s changing beneath the surface.Earn a yield on gold, paid in gold: https://buff.ly/HcMGvbH

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 demand is absorbing more physical supply, and prices are breaking out past in a historic bull run. This conversation breaks down why silver behaves differently than gold and why many investors misunderstand what actually drives silver markets. If you’re relying on price charts or headlines alone, you may be missing the bigger picture forming beneath the surface.Earn a yield on gold, paid in gold: https://buff.ly/936OTXn

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 and Gökhan Yilmaz of AgaOne explain how gold functions inside real financial systems, why inflation forces people back to tangible assets, and what Western investors consistently misunderstand about gold’s role in the global economy.Earn a yield on gold, paid in gold: https://buff.ly/yaTf6Bw

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 how it manages its balance sheet, Bob walks through why markets can look stable even as underlying risks build. He explains why debt, interest costs, housing prices, and monetary policy don’t fail loudly — they fail slowly, then suddenly. If you’ve ever wondered why economic warnings feel wrong until it’s too late, this conversation explains what most people miss and why false stability is often the most dangerous signal of all.Earn a yield on gold, paid in gold: https://buff.ly/gB67VOG

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 quietly becoming the world’s neutral reserve asset again. From U.S. energy dominance and Europe’s grid failures to China’s long-term strategy and the future of nuclear, this conversation cuts through headlines and hype to expose what actually matters for investors navigating the next global shift.Earn a yield on gold, paid in gold: https://buff.ly/0ARMEce

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 cover why silver experienced a temporary shortage while gold remained stable, and how paper market mechanics can distort real supply and demand. If you want a clear explanation of this rare market signal and why it matters, this conversation lays it out step by step.Earn a yield on gold, paid in gold: https://buff.ly/7CIJIQJ

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 talk about the myths around BRICS, the shift toward a more multipolar financial system, and why many investors in the West still underestimate gold’s role. If you want a clear, no-nonsense explanation of the main forces shaping gold demand right now, this conversation lays it out plainly.Earn a yield on gold, paid in gold https://buff.ly/RSchKse

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 gold leasing is surging, how it works, and why more investors are putting their gold to work.Earn a yield on gold, paid in gold: https://buff.ly/JL2uGx6

The economy feels harder to understand than ever — and Jeff Deist explains why. In this interview, he breaks down how today’s monetary system has pushed the entire country toward speculation, debt, and short-term thinking. Jeff reveals how financialization distorts incentives, why “number go up” isn’t real wealth, and what happens when money stops being stable and becomes something everyone has to constantly navigate. If you’ve felt like markets don’t reflect reality anymore, or that money itself has become the problem, this conversation brings clarity to the forces shaping the next decade.Earn a yield on gold, paid in gold: https://buff.ly/269F3Au

Most investors think they’re making decisions based on facts — but as David Lin explains in this interview, the majority are reacting to headlines, hype, and narratives that completely distort reality. David breaks down the biggest blind spots he sees in investing audiences: why people cling to dramatic stories, why markets don’t behave the way headlines suggest, and how gold, the dollar, and diversification are often misunderstood. If you want to make better decisions, avoid common traps, and think clearly in a world full of misleading claims, this episode is for you.Earn a yield on gold, paid in gold: https://buff.ly/E188eXN

Earn a yield on gold, paid in gold: https://buff.ly/rXgE0t6Keith Weiner, CEO of Monetary Metals, discusses new taxes on gold in China, the misunderstanding of how gold relates to “real” interest rates, and how investors and governments are misreading the signals.If you’ve ever wondered what gold’s price is really saying about our financial future, this conversation connects all the dots.

Most Americans don’t realize it yet — but the dollar’s dominance is slipping, and the global financial system is quietly preparing for a new era. In this fascinating conversation, Christopher Whalen — investment banker, author, and chairman of Whalen Global Advisors — joins the Gold Exchange Podcast to expose what’s really happening behind the scenes: the decline of the U.S. dollar, the rise of gold as a global reserve asset, and why democracies inevitably destroy their currencies. Don’t wait for the next crisis. Prepare now.Earn a yield on gold, paid in gold: https://buff.ly/QLTRPat

What happens when the world stops trusting the U.S. dollar?In this episode of the Gold Exchange Podcast, host Ben Nadelstein sits down with Peter Spina, CEO of GoldSeek and SilverSeek, to discuss the turning point for global money. They explore how the weaponization of the dollar, decades of debt expansion, and a massive East-West divide are setting the stage for gold’s next bull run — and potentially silver’s biggest squeeze in decades. From frozen reserves to disappearing silver inventories, Peter reveals why the market’s quiet signals are screaming louder than ever: the trust in fiat is fading. If you want to understand what’s really driving gold and silver in 2025 — and why the next phase could catch the West off-guard — this is your wake-up call.Earn a yield on gold, paid in gold: https://buff.ly/xxpkXq3

In this episode of the Gold Exchange Podcast, Ben Nadelstein sits down with Samuel Smith, the High-Yield Investor on Seeking Alpha, to uncover why most people fall for dividend traps and how smart investors create lasting income through stable, cash-flowing dividend producing assets. From REITs and BDCs to gold with yield, Samuel explains how to separate genuine opportunity from risky illusion — and why the secret to financial freedom isn’t chasing the biggest return, but mastering the psychology of consistency. If you want to learn how to turn volatility into opportunity — and income into independence — this episode is for you.Earn a yield on gold, paid in gold: https://buff.ly/qwx9zAx

Gold didn’t fall — the dollar just spiked. In this video, Keith Weiner explains why the recent 6% drop in gold isn’t a failure of the metal, but a symptom of the dollar’s volatility. From the illusion of “safe haven” narratives to the broken way we measure value, Keith reframes how to actually think about gold in a distorted monetary system. You’ll learn why real safety isn’t about short-term price — it’s about long-term solvency. And why gold continues to outlast every empire, every crisis, and every fiat system that’s tried to replace it. If you’re ready to stop thinking in dollars and start thinking in gold, this is where you begin.Earn a yield on gold, paid in gold: https://buff.ly/TJMm7td

For decades, myths have dominated the gold and silver conversation — from “the great reset” to “the secret gold trains.” In this episode, Jeffrey Christian (CPM Group) joins Keith Weiner (Monetary Metals) to separate fact from fiction in the precious metals market. Together they unpack the hype, misinformation, and half-truths that fuel the internet’s obsession with price predictions and conspiracies. From the $50 silver myth to the fantasy of a gold-backed ruble, this episode brings you clear-eyed analysis, data-driven insight, and decades of experience to show what’s really moving gold and silver. If you want to understand how the metals market actually works — not how YouTube headlines say it does — this conversation is a must-watch.Earn a yield on gold, paid in gold: https://buff.ly/e30X9EX

Most gold investors have the right idea — but the wrong strategy.In this episode, Keith Weiner breaks down the hidden “gold trap” that keeps even the smartest investors stuck in the dollar system they’re trying to escape. He explains why gold isn’t really “going up,” why selling it for dollars is a losing move, and how the entire monetary system is quietly sinking beneath us.From the “sinking dollar ship” analogy to the concept of putting your gold to work, Keith reveals how to turn a stagnant asset into a source of real, productive yield — without ever selling it.If you believe in gold, but you’re still thinking in dollars, this episode will challenge everything you thought you knew about money, value, and what it truly means to build lasting wealth.Earn a yield on gold, paid in gold: https://buff.ly/nGb68UJ

The dollar hasn’t just declined — it’s collapsed in slow motion. According to Keith Weiner, it’s lost over 99% of its value since 1913. But most people don’t notice, because they’re looking at gold charts the wrong way. In this episode, Keith breaks down why gold isn’t going up — the dollar is going down. We explore the deeper signals that gold is revealing, what the recent breakout really means, and how a quiet, long-term repricing of trust is unfolding in real time. We also dig into why silver still matters, how the monetary system actually works under the surface, and what comes next for those still holding their wealth in paper. If you're trying to understand what $4,000 gold actually means — and why this shift is more structural than speculative — this is a conversation you can’t afford to miss.Earn a yield on gold, paid in gold: https://buff.ly/A8sCDoS

The global financial system is cracking—and few people understand just how fragile it really is. In this episode, Alasdair Macleod returns to expose the truth behind the dollar’s decline, the unstoppable expansion of credit, and the quiet accumulation of gold by BRICS nations preparing for a post-dollar world. We dive deep into why gold is not just a hedge—but the foundation of final settlement—and why the current system, backed by $130 trillion in unpayable obligations, is already showing signs of collapse. Alasdair explains how credit bubbles form, why central banks are trapped, and how fiat currencies inevitably self-destruct under the weight of their own promises. This isn’t about fear. It’s about understanding the monetary reality most investors are ignoring. If you own dollars, stocks, bonds, or even real estate, this conversation will change how you think about risk, value, and what comes next.Earn a yield on gold, paid in gold: https://buff.ly/C7586JZ

After our recent video on the tax treatment of gold and gold yield crossed 40,000 views, we received hundreds of thoughtful comments — so we brought Jeff Deist, General Counsel of Monetary Metals, back to answer your most pressing questions. In this Q&A episode, Jeff covers:Reporting requirements (Is there a $10,000 limit?)How international gold leases and yield are taxedHow gifting vs inheriting gold impacts your taxesWhat the IRS really thinks about gold as “money”Whether you're a first-time buyer or a seasoned stacker, this episode will help you understand how to keep more of what you earn.Got more questions? Drop them in the comments — we may feature them in the next Q&A.Earn a yield on gold, paid in gold: https://buff.ly/juUqoU1

In this episode of the Gold Exchange Podcast, financial author and analyst John Rubino joins to break down why the so-called “Everything Bubble” — tech stocks, fiat currencies, real estate, and more — could be dangerously close to popping. Rubino shares why fiat money systems are mathematically doomed, how AI, counterparty risk, and shrinking trust are accelerating the shift to physical assets, and what comes after inflation: default, devaluation, or something worse. Whether you’re holding gold, stocks, real estate, crypto, or cash — this conversation could change how you see the next 10 years.Earn a yield on gold, paid in gold: https://buff.ly/s5I5AZZ

IRAs and 401(k)s hold over $30 trillion — but most investors have no idea what’s actually inside them. In this episode, Rocket Dollar CEO Henry Yoshida reveals how retirement accounts are being misused, why traditional 60/40 portfolios are breaking down, and how alternative assets like gold, real estate, and private deals are reshaping the future of retirement. We also dive into how billionaires like Peter Thiel and Mitt Romney used retirement structures to build massive tax-free fortunes — and how everyday investors can follow a similar playbook. If you’re still thinking about your IRA or 401(k) like it’s 1995, this conversation is your wake-up call.Earn a yield on gold, paid in gold: https://buff.ly/yUqewAQ

In this episode, we sit down with macro strategist Mario Innecco to break down the state of the global economy, the Federal Reserve’s policies, and the bull market in gold. Mario dives deep into the Federal Reserve’s growing influence over markets and how political pressures are shaping monetary decisions in ways we haven’t seen before. We explore the mounting inflation problem, the fragility of debt markets, and why the U.S. dollar’s dominance may be facing unprecedented challenges. Mario also shares his insights on the gold market and why gold prices continue to break record highs. From interest rate policy and government spending to global de-dollarization trends and policy missteps, this discussion connects the dots between today’s headlines and the underlying forces driving volatility. If you want a deeper understanding of where the economy might be headed — and how investors can prepare — this is an episode you can’t afford to miss.Earn a yield on gold, paid in gold: https://buff.ly/susRdvQ

Discover how gold and silver yield is taxed in the U.S. and abroad, including reporting rules, cost basis, and key documents for accurate filing.Earn a yield on gold, paid in gold: https://buff.ly/Ge4CsEYEarn Interest on Your Gold and Silver with Monetary Metals 🗝️ Open Your Account: https://buff.ly/94XZ4Zf 🏆 Gold Passive Income https://buff.ly/3tMUlFj 🔐 The New Way to Hold Gold https://buff.ly/3xoCgNm📈 The Case for Gold Yield in Investment Portfolios https://buff.ly/3N0UGco🧠 How NOT to Think About Gold https://bit.ly/3LhiR7t📊 Risk Return Spectrum in Gold https://buff.ly/3MDYYXu This content is for informational and educational purposes only. It is not tax, legal, or investment advice. Always consult with a qualified professional for guidance specific to your situation.

If the Federal Reserve is no longer independent that could change everything. In this episode, Danielle DiMartino Booth, former Federal Reserve insider and CEO of QI Research, joins us to break down how politics, policy, and central banking are reshaping markets. If you want to understand how Fed policy impacts inflation, markets, and your portfolio, this is a must-watch.Earn a yield on gold, paid in gold: https://buff.ly/3gmOCDm

Earn a yield on gold, paid in gold: https://buff.ly/bx0OsBfMarkets, politics, and personal finance collide in this wide-ranging conversation with Jared Dillian. From the growing politicization of the Federal Reserve to investors overconfidence in stock returns, Jared pulls no punches on what investors are getting wrong. Jared also shares his views on global politics, Argentina’s turnaround under Javier Milei, Europe’s chances for outperformance compared to the US, and the end of dollar strength. Whether you’re a trader, long-term investor, or just trying to understand where money is headed, this episode gives you a clear — and sometimes uncomfortable — look at the future of markets.

Earn a yield on gold, paid in gold: https://buff.ly/HHz9gaiTavi Costa joins the podcast to discuss his views on the secular bull market in gold and the reason he is structurally bearish on the dollar. We discuss interest rate differentials, how central bank reserves are shifting, and the significance of US monetary and fiscal problems.

Earn a yield on gold, paid in gold: https://buff.ly/oF5QwQV Washington’s 39% gold tariff threat sent shockwaves through the market — but not in the way most people think. Monetary Metals CEO Keith Weiner breaks down what really happened, why gold prices barely moved, and why the hidden story is in the spreads. Discover how a single ruling nearly froze a major trade route, disrupted market internals, and revealed the unseen risks in the gold market.

Earn a yield on gold, paid in gold: https://buff.ly/WNo8qfaGene Epstein, founder of the Soho Forum and former economics editor at Barron’s, joins to discuss the intense intellectual battles shaping the future of economics. Gene dives deep into the challenges of hosting debates with some of the most prominent figures in the libertarian and progressive spheres. From the complexities of Modern Monetary Theory (MMT) to the flaws of socialism versus capitalism, Gene shares his thoughts on how these ideas continue to evolve and impact our world. This episode explores the ideological struggles, the intricacies of high-stakes debates, and the principles that drive Gene's unwavering commitment to free market principles.

Earn a yield on gold, paid in gold: https://buff.ly/XqeIE5EIn this hard-hitting episode of the Gold Exchange podcast, Daniel Lacalle—Chief Economist at Tressis—exposes the fault lines in today’s global economy. He explains why mimicking U.S. policy is a trap for the rest of the world, why the 60/40 portfolio is no longer viable, and how China’s rise is reshaping the rules for economic superpowers. Lacalle offers a no-nonsense outlook on inflation, monetary policy, and reserve currencies—and where gold fits as this new economic era unfolds. Investors looking for clarity won’t want to miss this conversation.

Earn a yield on gold, paid in gold: https://bit.ly/3U0fqFXIn this episode, Axel Merk—renowned macro investor and founder of Merk Investments which manages over $2 billion in assets—joins us to break down the economic fault lines shaking today’s markets. From exploding U.S. debt and central bank missteps to the enduring power of gold, Axel gives an unfiltered look at what’s really driving inflation, interest rates, and global market dislocation. If you're serious about understanding the macro trends shaping your wealth, this is a conversation you can't afford to miss.

Earn a yield on gold, paid in gold: https://bit.ly/3IUsHxjWhat if America backed its debt with gold again? In this powerful episode, economist and former Federal Reserve nominee Judy Shelton shares her bold vision for restoring trust in U.S. money. From a historic rethink of the Treasury's role to issuing gold-convertible "Trust Bonds" timed to America’s 300th anniversary, Shelton challenges decades of monetary policy and calls for a return to lasting value.

Washington just raised the debt ceiling by another $5 trillion — and no one’s even pretending to stop the bleeding. In this episode, Jeff Deist, General Counsel for Monetary Metals, breaks down why America’s fiscal situation just significantly worsened. He exposes the truth behind the “Big Beautiful Bill,” the political theater of debt ceiling debates, and why there’s no longer a party for fiscal conservatives. From the slow decline of U.S. economic power to the myth of growing our way out, this episode pulls no punches.