The Gold Exchange Podcast
The Gold Exchange Podcast, hosted by Monetary Metals, explores economics, monetary policy, investing, and precious metals. Each episode applies timeless economic principles to untangle complex market and policy issues. The show aims to help listeners understand the present to prepare for the future.
Episodes
China’s Secret Gold Stockpile Could Change Everything | Dominic Frisby
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Why the Current Inflation is a Problem for the Next Generation | Jeff Deist
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Long Time Gold Investor Doug Casey Explains Outlook on Mining, Gold, and Oil
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Elite Wealth Protection Strategies Explained by an Expert | Douglass Lodmell
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Why A Good Salary No Longer Buys A Normal Life | Mike Green
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Why Darius Dale Replaced Bonds With 30% Gold in His Portfolio
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Why Trump Had To Make A Deal With Iran | Chris Whalen
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The Strong Dollar Crisis Nobody Sees | George Gammon Explains
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We're Entering A New Age Of Energy Abundance
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Why India Can't Stop Buying Gold (And What It Means For Investors)
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Brent Johnson's New Update On The Dollar Milkshake Theory
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The Resource Boom Investors Are Missing | Tavi Costa
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The New Fed Chair Is Walking Into A Broken Economy | Danielle DiMartino Booth
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Why China Is Going All-In On Gold
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Why Global Demand For Dollars (And Gold) Is Spiking | Jeff Snider Explains
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The Risk for Gold Investors Revealed by the Iran Conflict | Adrian Day
Get the 2026 Gold Outlook Report: https://buff.ly/Bp2f44f
$4.2 Billion Gold Fund Manager Breaks Down Current Gold Market
Sign up for our webinar: https://us06web.zoom.us/webinar/regis... Get the 2026 Gold Outlook Report: https://buff.ly/5ciL82B
What Hedge Funds See in Gold Right Now | Bob Elliott
Attend our free live webinar: https://buff.ly/h5oky5i
The Silver Market is Seizing at the WORST TIme
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
Government official JUST Revealed China’s 100‑Year Plan To Dethrone The US
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Retirement Warning For Investors, Watch Out For This | Ryan D. Lee
Get the 2026 Gold Outlook Report: https://buff.ly/Evbt9i5
Stablecoins are a stealth weapon of empire (Brent Johnson)
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 stablec
The Tokenized Gold Revolution Happening Now with Dr. Campbell Harvey
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 continue
Gold, Bitcoin, and the New Monetary Competition Explained
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://bu
Why Passive Investing Is Creating a Market Time Bomb | Mike Green
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 m
2026 Gold Outlook: Monetary Competition, Scarcity Signals & What Comes Next
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.G
Is The Gold Bull Market Over? Keith Weiner Explains
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. Unders
How a Gold Fund Manager Navigates All Metals Markets | Greyson Geiler
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 righ
What Most Gold & Silver Investors Get Wrong According to Jeffrey Christian
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 cor
Demand for gold is becoming one-way | Hiren Chandaria explains
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 ea
Will Trump END All Tariffs? Dr. Art Laffer explains
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 conversatio
Americans Are Missing the Biggest Monetary Shift in Decades
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, g
Why silver demand is exploding with David Morgan
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. Thi
What Turkey Knows About Gold That the West Ignores
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 forc
Why Economic Warnings Don’t Look Real Until It’s Too Late w/ Economist Dr. Bob Murphy
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
The Global War Investors Aren’t Watching w/ Doomberg
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
Lease Rate Spikes in Precious Metals Explained
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 mechanic
The Biggest Shift in Gold Since Bretton Woods
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 in
Why the Rich Are Suddenly Leasing Out Their Gold
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
How Financialization Is Quietly Destroying Wealth (Jeff Deist Explains the Fix)
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
Why Most Investors Get the Story Wrong — David Lin Explains
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 dive
Gold myths that keep you stuck in the past
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.
America won’t default - it will do something worse
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 go
Why Gold Is Beating Every Fiat Currency
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 potenti
How Smart Investors Build Cash Flow That Lasts
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 — a
Gold Didn’t Fall — The Dollar Just Spiked (Here’s What’s Really Happening)
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 pric
Gold Myths That Keep Investors Broke — Debunked by Data
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 conspirac
Don’t Sell Your Gold Without Knowing This Strategy
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 doll
Why Gold Is Soaring to $4,000 and the dollar is sinking
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,
Final Settlement or Collapse — Alasdair Macleod Breaks Down What Comes Next
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—an
Top Gold Tax Questions Answered
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 inherit
From Bubbles to Breakdown — Why You Need Physical Assets Now
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, an
What Investors Need to Know About Gold in an IRA with Henry Yoshida
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 l
Why Gold is at All-Time Highs with Mario Innecco
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 d
What Investors Need to Know About Taxes on Gold Yield
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/3x
Danielle DiMartino Booth: Trump vs Powell — The Fed War That Could Reshape Markets
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
Jared Dillian: The Fed Is Politicized — And This Is the Obvious Trade
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 J
Why Tavi Costa is structurally bearish on the dollar
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.
Keith Weiner Warns: A 39% Tariff Could Break the U.S. Gold Market
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 internal
Capitalism on Trial: Gene Epstein’s Uncensored Take
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 Moneta
Daniel Lacalle: The Global Economy Has Entered a Dangerous New Era
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.
The AI Era and Gold: What Smart Investors Should Know – Axel Merk
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
Judy Shelton’s Plan to Revive The Dollar With Gold
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 decad
What the BBB means for gold prices
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
Retail Rebellion: Tony Greer Breaks Down the Power Shift in Markets
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
How States are Fighting for Tax-Free Gold
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's Dollar Milkshake Just Met Gold with Yield
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.
What Higher for Longer means for Gold and Silver with David Morgan
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.
The Rich Don’t Vault Their Gold — They Profit From It
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.
Podcast How to Make Your Gold Work for You
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.
DOGE Is Dead — What the Smart Money Is Watching Now
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.
The Fed Can’t See It—But Adrian Day Says Gold Is Reacting
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.
Gold’s Beating Stocks? Americans Are Paying Attention
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Why Gold Is Surging—and You’re Still Sitting on the Sidelines
Earn a yield on gold: https://bit.ly/43bADAK
Warren Buffett was WRONG about gold... and it’s costing you money
Earn A Yield on Gold: https://bit.ly/3EKhxd8
How to Rebel Against the Fed with Gold | George Gammon
Earn a yield on gold, paid in gold: https://bit.ly/3GTNNeeGeorge Gammon reveals how he's using gold to stay ahead of the next financial crisis — and why you should be paying attention.
Hidden Signals Are Flashing Red — Will You Ignore Them?
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.
Gold is Exploding… But this More Important Than Price
025 Gold Outlook Report: https://bit.ly/42lY6AbGold 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.
The US Gold Market Could Be About to Break — And No One Sees It Coming
Get the 2025 Gold Outlook Report: https://bit.ly/3GaFhr2Everyone’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.
How the Fed and Big Tech Rig the Game (And You’re Paying for It)
Start Earning Interest on Gold: https://bit.ly/3YlZMal 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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