Chris Whalen argues that investors may be focusing on the wrong risks.
While markets remain captivated by AI and expectations for lower interest rates, he believes tighter liquidity, fragile credit markets, and disruptions to global energy supply chains are quietly...
Many investors worry about a weakening U.S. dollar, but are they watching the wrong risk?
In this conversation, George Gammon argues that persistent dollar strength could place growing pressure on foreign economies, disrupt global trade, and create unintended consequences for the...
In this episode, Doomberg argues that many of today's assumptions about energy scarcity, geopolitical power, and commodity markets are being tested in real time.
While conflict in the Middle East has dominated headlines, he sees a different story emerging beneath...
India remains one of the world's largest sources of gold demand, yet policymakers continue searching for ways to reduce imports and protect the rupee. Why has every attempt to curb gold-buying fallen short?
In this episode, Hiren Chandaria explains why gold...
Brent Johnson returns to examine the forces he believes continue to underpin dollar dominance, even as confidence in the global monetary system grows more fragile.
In this conversation, he explains why geopolitical tensions, liquidity shortages, and the structure of the eurodollar...
Tavi Costa believes investors have spent years favoring financial assets while overlooking the industries that supply the resources modern economies depend on.
In this episode, the founder of Azoria Capital argues that a new investment cycle is emerging—one driven by resource...
Former Fed insider Danielle DiMartino Booth joins the Gold Exchange Podcast to explain why the economy may be far weaker than headline numbers suggest.
She warns that layoffs are accelerating, young workers are being squeezed out of the labor market, and...
In this episode, Joseph Solis-Mullen joins us for a sweeping conversation on China’s economy, America’s debt spiral, and the growing global appeal of gold.
From ghost cities and financial repression to reserve currencies and demographic decline, Joseph cuts through the headlines...
In this episode, we sit down with Jeff Snider of Eurodollar University to unpack the hidden forces shaping today’s global economy.
From the breakdown of the eurodollar system and the rise of shadow banking to the reality of dollar shortages despite...
In this episode, we sit down with renowned investor and CEO of Adrian Day Asset Management, Adrian Day. From central bank behavior and gold’s role as a liquidity asset to the future of the U.S. dollar and emerging alternatives, Adrian...
