Explore every episode of the podcast The Gold Exchange Podcast

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.

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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.

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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.

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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 taxed
• How gifting vs inheriting gold impacts your taxes
• What 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.

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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.

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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.

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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.

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Earn Interest on Your Gold and Silver with Monetary Metals 
🗝️ Open Your Account: https://buff.ly/94XZ4Zf 
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🔐 The New Way to Hold Gold https://buff.ly/3xoCgNm
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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.

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Markets, 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.

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Tavi 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/WNo8qfa

Gene 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/XqeIE5E

In 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/3U0fqFX

In 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/3IUsHxj

What 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.

Tony Greer of TG Macro breaks down the real forces moving the markets — and why most people are looking in the wrong direction. From gold’s fragile breakout to retail’s quiet dominance, Tony exposes the stories that mainstream finance won’t touch. He shares why the investment bank model is dead, how store-of-value trades like oil, gold, and Bitcoin are quietly gaining ground, and why AI tools and prediction markets may offer sharper signals than the Fed or Wall Street.

In this episode, we sit down with Jp Cortez, policy director of the Sound Money Defense League, to expose how the current monetary system was built—and how it’s breaking down. From inflation and taxation to the government’s war on gold and silver, Jp breaks down why your wealth is at risk and what’s being done at the state and federal level to fight back.

Brent Johnson joins the Gold Exchange Podcast to talk gold, the dollar, and Triffin's dilemma. He shares why he joined Monetary Metals' Advisory Board, what drives dollar dominance, and the appeal of a Permanent Portfolio.

David Morgan, author of The Morgan Report, joins the podcast to share his insights on gold, silver, and the broader monetary system. He discusses the potential for the gold-to-silver ratio to move back toward historical norms, and examines how the ongoing war on cash may impact precious metals investors.

Mark Pey, Head of Strategic Relationships for Monetary Metals in Dubai, joins the podcast to explore the convergence of crypto and real-world assets like gold. He breaks down how earning a yield on gold, paid in gold, could be the foundation of a new, emerging asset class.

In this episode we sit down with CEO Keith Weiner for an in-depth look at the current gold market, the economic outlook for the remainder of 2025, and the mechanics of earning a yield on gold, paid in gold. He breaks down how gold leasing works, why yields are rising, and what it all means for those looking to put their metal to work.

The era of meme coins is cracking — and what’s left could change everything. Joe Brown breaks down the four paths the economy might take from here: inflation, deflation, a monetary reset, or a return to a gold standard. In this episode, we dive into why crypto isn't the ultimate answer and where the real opportunities are hiding. If you're worried about what’s next… you should be.

Everyone’s watching stock prices. But the real signals is coming from the data no one’s talking about. From debt maturity walls to increasing margins for gold miners, this interview breaks down the overlooked indicators Adrian Day is watching now. Watch to see what you can do to stay ahead of the next financial shockwave.

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George Gammon reveals how he's using gold to stay ahead of the next financial crisis — and why you should be paying attention.

2025 Gold Outlook Report: https://bit.ly/3EIC9Co

The stock market has experienced significant turbulence recently. Is the worst behind us? Or could it get a lot worse before all is said and done? No one can say for sure, but multiple key indicators suggest a lot more downside to come.

025 Gold Outlook Report: https://bit.ly/42lY6Ab

Gold just hit $3,300 — but the real shift hasn’t happened yet. In this video, I break down what’s coming next and why most investors won’t see it coming.

Get the 2025 Gold Outlook Report: https://bit.ly/3GaFhr2

Everyone’s talking about gold going up… but no one’s talking about the real risk. In this episode, Keith and Ben break down why tariffs could actually destroy U.S. price discovery—and what that means for investors like us.

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The Fed, Big Tech, and regulators say it’s all for your good… but is it? This episode breaks down how power, policy, and prices work.

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Gold just beat the S&P 500 — again. Here’s what 54 years of data really says about where your money works harder.

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Alexander McCoben, CEO of Liberty Ventures, for a deep dive into his personal journey and insights on building a movement for capitalism. Alexander shares how a life-changing birthday gift—Atlas Shrugged—ignited his passion for philosophy and libertarian ideas, which led him to found the University of Pennsylvania Libertarians and later Students for Liberty. He recounts his evolution from feeling isolated as a young thinker to creating influential organizations that have impacted protests in Brazil, sparked unicorn ventures in Silicon Valley, and attracted top business leaders like John Mackey.

Start Earning Interest on Gold: https://bit.ly/3RdEbNl

This video explores how tariffs, monetary abuse, and shifting fiscal policies are reshaping the economic landscape while examining why gold remains a critical safe haven amid uncertainty. Key indicators, historical parallels, and the interplay between interest rates and gold prices are discussed to offer a comprehensive outlook for 2025

Start Earning Interest on Gold: https://bit.ly/41EoBz8


Join Ben Nadelstein and Michael Green, the Portfolio Manager and Chief Strategist at Simplify Asset Management, as they peel back the layers of passive investing and index funds. In this episode, Michael shares why low-cost index funds aren’t as “free” as they seem and how the huge flows of passive money can change market prices and squeeze out active managers. You'll get real insights on what index funds mean for your portfolio, why hidden costs might be lurking, and how these trends could shape your financial future.

Full show notes and transcript: https://www.monetary-metals.com/insights/podcasts/

Start Earning Interest on Gold: https://bit.ly/3QH58c2

I sit down with Bob Murphy—chief economist at Infineon and longtime economic maverick—to break down Modern Monetary Theory, government debt, and the real cost of money printing. Bob challenges the conventional narrative by explaining why borrowing might be smarter than just printing money, how interest rates actually signal economic trade-offs, and what all of this means for the future of the US dollar. Plus, we dive into cutting-edge insights on tokenizing life insurance on the blockchain.

Full show notes and transcript: https://www.monetary-metals.com/insights/podcasts/mark-valek-combining-bitcoin-and-gold/

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Whether you’re curious about precious metals, or crypto, or just want a fresh perspective on portfolio strategy, this conversation offers a rare blend of insight and practical advice.


Full show notes and transcript: https://www.monetary-metals.com/insights/podcasts/gold-bitcoin-the-next-big-investment-shift-charlie-morris/

Start Earning Interest on Gold: https://bit.ly/3CLMe0r

Is our money system a black hole? In this interview, Jim Brown unpacks how banks create new dollars that quietly drain your wealth—and how you can fight back. Give it a listen if you want to truly understand what’s happening with your money.


Full show notes and transcript: https://www.monetary-metals.com/insights/podcasts/money-creation-is-a-black-hole-draining-your-wealth-jim-brown/

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Buckle up. Alasdair Macleod says the biggest credit bubble in history is about to pop—and 2025 could be the breaking point. Hear a straight talk on how interest rates, real money vs. “fake” credit, and gold’s lasting power may shape everything. If you think your currency is safe, this might change your mind.


Full show notes and transcript: https://www.monetary-metals.com/insights/podcasts/why-gold-still-rules-alasdair-macleod/

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Economist Peter St. Onge reveals how Trump’s second term could reshape the Fed, skyrocket (or sink) gold, and shake up your investments in 2025.

Full show notes and transcript: https://www.monetary-metals.com/insights/podcasts/st-onge-trump-vs-the-fed/

Mark Valek, partner at Incrementum and a leading expert on integrating Bitcoin and gold into investment portfolios, joins the podcast to share how to build a sound money portfolio using principles from the Austrian School of Economics.

Mark also discusses why he and his investing partner, Ronnie Stoeferle, recently joined the board of Monetary Metals and their vision for the future of monetary alternatives in investment portfolios.

Additional Resources
Earn Interest on Gold and Silverhttps://www.amazon.com/Austrian-School-Investors-Investing-Inflation-ebook/dp/B01D2A4Z7S
Austrian School for Investors book
How to Earn Passive Income in Gold and Silver
In Gold we Trust 2024 – Full version
Monthly Gold CompassIGWT-Report
Incrementumhttps://www.monetary-metals.com/insights/articles/why-i-invested-in-monetary-metals/
Ronnie Stoeferle: Why I Invested in Monetary Metals
Monetary Metals Welcomes Ronald-Peter Stöferle and Mark Valek to Advisory Board

Full show notes and transcript: https://www.monetary-metals.com/insights/podcasts/mark-valek-combining-bitcoin-and-gold/

In this episode of the Gold Exchange podcast, esteemed monetary economist Judy Shelton joins hosts Ben Nadelstein and Keith Weiner to discuss her latest book, "Good as Gold: How to Unleash the Power of Sound Money."

Shelton delves into the challenges of fiscal unsustainability in the U.S. and proposes the issuance of 50-year U.S. Treasury "Treasury Trust Bonds" backed by gold to foster sound finances.

The discussion covers the impact of Federal Reserve policies on wealth distribution and inflation, the need for intellectual diversity within the Fed, and the parallels between U.S. monetary policy and Soviet-style central planning.

Additional Resources
Earn Interest on Gold and Silver
Follow Judy Shelton
Good as Gold Book
How to Earn Passive Income in Gold and Silver
World’s first gold bond

Podcast Chapters

00:00 – “We are in a crisis”
02:10 – Introduction to Judy Shelton and Her Work
02:32 – Discussion on Monetary Favoritism and Wealth Inequality
03:36 – Keith Weiner’s Experience with the Federal Reserve
05:57 – False Alternatives in Monetary Policyhttps://www.youtube.com/watch?v=-X-ihcLU13s&t=552s
09:12 – Monetary Metals and the Productive Use of Gold
10:24 – Discussion on Stable Prices and Inflation Targetshttps://www.youtube.com/watch?v=-X-ihcLU13s&t=722s
12:02 – Psychological Aspects of Monetary Policy
16:05 – Intellectual Diversity at the Fed
20:31 – The Federal Reserve’s Singular Tool
24:01 – Lessons from Soviet Central Planning
26:39 – Solutions to Current Monetary Issues
27:20 – The Misconception of Gold Standards
29:59 – New Gold-Backed Bonds
32:46 – Potential Innovations in Sound Money
34:25 – Alan Greenspan’s Influence and Acceptance
38:55 – Proposals and Investor Demand
43:33 – The Overton Window and Discussion of Gold
46:58 – Winston Churchill on American Policy
49:29 – Closing Remarks
50:38 – Monetary Metals

In this episode of the Gold Exchange podcast, two experts on monetary mechanics debate de-dollarization.

Brent Johnson, head of Santiago Capital and the creator of the Dollar Milkshake Theory argues that systemic de-dollarization without chaos is nearly impossible due to the entrenched dollar-based debt system.

Robert Murphy, a Senior Fellow with the Mises Institute and the chief economist at infineo, argues that a shift in preferences away from the US dollar is already underway without causing major defaults.

Bob and Brent explore the implications of these perspectives on global finance, the potential role of gold going forward, and the resilience of the US dollar amidst rising geopolitical and monetary tensions.

Additional Resources
Earn Interest on Gold and Silver
Bob Murphy
Brent Johnson
How to Earn Passive Income in Gold and Silver
World's first gold bond

Podcast Chapters
00:00 - Intro to the Gold Exchange Podcast
01:00 - Guest Introductions: Bob Murphy and Brent Johnson
01:50 - Overview of De-dollarization Perspectives https://www.youtube.com/watch?v=TJI-ON8cQF0&t=221s
03:41 - Brent's Perspective on De-dollarization Impact
04:56 - Bob's Perspective on De-dollarization https://www.youtube.com/watch?v=TJI-ON8cQF0&t=410s
06:50 - Clarifying the Exogenous vs. Endogenous Debate
08:01 - Brent's Explanation of Systemic Deleveraging https://www.youtube.com/watch?v=TJI-ON8cQF0&t=668s
11:08 - Bob's Rebuttal: Asset vs. Liability Dynamics https://www.youtube.com/watch?v=TJI-ON8cQF0&t=824s
13:44 - The Role of the US Dollar in Global Markets https://www.youtube.com/watch?v=TJI-ON8cQF0&t=1133s
18:53 - Discussion on the Dollar's Resilience
25:18 - The Euro-dollar Market and Network Effects https://www.youtube.com/watch?v=TJI-ON8cQF0&t=1939s
32:19 - Market-Based Solutions for Currency Alternatives
39:12 - The Role of Gold and Other Assets https://www.youtube.com/watch?v=TJI-ON8cQF0&t=2702s
45:02 - The Future of the Dollar and Financial Systems
57:40 - Closing Remarks and Future Outlook

Jeffrey Christian, Founder and Managing Partner of CPM Group, brings over 40 years of expertise in commodities research and consulting. As a recognized authority on precious metals and economics, he joins the podcast to explore whether elections impact gold prices and to shed light on when inflation exerts a significant influence on the gold market.

Additional Resources
CPM Group
How does gold perform during presidential elections?
Earn Interest on Gold and Silver
How to Earn Passive Income in Gold and Silver

Podcast Chapters
00:00 – Politics and Gold
01:00 – Narratives and Oversimplifications about Gold
03:22 – Inflation and Gold Prices
04:52 – Dollar and Gold Correlation
06:22 – Treasuries and Safe-Haven Assets
07:37 – Gold as a Productive Asset
08:05 – Presidential Elections and Gold Prices
09:31 – Politics and Gold
10:28 – Exeter’s Pyramid and Safe Haven Assets
12:25 – Risk-On and Risk-Off Investments
13:06 – Strong Equity Markets and Gold
17:27 – Liquidity of Gold in Market Sell-Offs
18:08 – Central Bank Gold Buying
22:00 – Central Bank Strategies and Market Influence
24:03 – Central Banks as Reserve Holders
26:01 – Historical Context of Central Bank Gold Holdings
28:27 – Diversification of Central Bank Reserves
30:41 – Jeffrey Christian’s Insights on Gold
31:23 – Monetary Metals

Jeffrey Christian is the Founder and Managing Partner of CPM Group, one of the world’s leading commodities research and consulting firms. With over 40 years of experience, he’s an expert on precious metals and economics and joins the podcast to discuss the potential upside silver could see in 2024 and beyond.

Additional Resources
The Real Reasons To Invest In Silver Now
Earn 12% in our Silver Bond offering
Earn Interest on Gold and Silver
How to Earn Passive Income in Gold and Silver

Award-winning historian ‪@TomWoodsTV‬ joins the podcast to debunk the myths we are taught about central banking and discuss how we can break free from the Fed's economic mismanagement.

Follow Monetary Metals on X: @Monetary_Metals

Additional Resources
Earn 12% in our Silver Bond offering
Our Enemy the Fed
Earn Interest on Gold and Silver
A Short History of Paper Money and Banking in the United States
Alan Greenspan’s “Syntax Destruction”
How to Earn Passive Income in Gold and Silver
The Economics and Ethics of Private Property

Full show notes, chapters, and transcript: https://monetary-metals.com/tom-woods-we-are-in-uncharted-territory/

John Rubino is a former Wall Street financial analyst and author or co-author of five books, including The Money Bubble: What to Do Before It Pops and The Collapse of the Dollar and How to Profit From It. He founded the popular financial website DollarCollapse.com in 2004, sold it in 2022, and now publishes John Rubino’s Substack newsletter. John joins the podcast to discuss owning real assets, how to think about financial bubbles, and the new supply and demand dynamics in the gold and silver markets.

Ronald-Peter Stöferle joins the podcast to discuss why he invested in Monetary Metals, what the new playbook means for gold, and the case for owning gold in 2024 and beyond.