
Sign up to save your podcasts
Or


In 2025, the precious metals market isn't just "rallying"—it’s undergoing a structural shift. With Gold up over 70% year-to-date and Silver more than doubling that performance, we are witnessing the strongest year for bullion since 1979.In this podcast, we cut through the noise to examine why the traditional "safe haven" play has evolved into an industrial and geopolitical necessity. We break down the weakness of the bond trade, the return of currency debasement, and why Silver’s new status on the U.S. Critical Minerals List changes the math for 2026.Key Insights in This Podcast:1. Gold: The Flight from DebasementThe Yield Trap: Why falling Treasury yields are driving foreign capital out of bonds and into "zero-yield" Gold.The "Nero" Effect: Historical parallels between current US debt levels and the currency debasement of Nero and Henry VIII ("Old Coppernose").Inflation vs. Geopolitics: Why lower rates aren't just an inflation hedge anymore—they are a response to a fracturing global dollar system.2. Silver: The Industrial SqueezeBeyond Jewelry: Why 2/3 of silver demand is now driven by 5G, EV batteries, and semiconductors.The November Shift: The significance of the US Government adding Silver to the Critical Mineral List and what it means for supply sovereignty.Hoarding & Squeezes: Analyzing the massive supply-to-demand deficit and why industrial "hoarding" is the new price floor.3. 2026 OutlookCan this record-breaking run continue, or are we hitting a psychological ceiling?Timestamps:0:00 – The 45-Year Record: 2025 Performance Overview 2:15 – Gold: Rates, Yields, and the Weakening Dollar 4:50 – Lessons from History: From Henry VIII to Modern Debasement 7:30 – Silver: The Industrial Powerhouse (Solar, 5G, & EVs) 10:15 – The "Critical Mineral" Designation: Why November Changed Everything 13:40 – Supply Squeeze & Global Hoarding Trends 16:20 – 2026 Forecast: Is the Run Over?#GoldPrice #SilverSqueeze #Investing2026 #CriticalMinerals #MacroEconomics #Gold2025 #SilverPrice #FederalReserve
By Gregory JosephIn 2025, the precious metals market isn't just "rallying"—it’s undergoing a structural shift. With Gold up over 70% year-to-date and Silver more than doubling that performance, we are witnessing the strongest year for bullion since 1979.In this podcast, we cut through the noise to examine why the traditional "safe haven" play has evolved into an industrial and geopolitical necessity. We break down the weakness of the bond trade, the return of currency debasement, and why Silver’s new status on the U.S. Critical Minerals List changes the math for 2026.Key Insights in This Podcast:1. Gold: The Flight from DebasementThe Yield Trap: Why falling Treasury yields are driving foreign capital out of bonds and into "zero-yield" Gold.The "Nero" Effect: Historical parallels between current US debt levels and the currency debasement of Nero and Henry VIII ("Old Coppernose").Inflation vs. Geopolitics: Why lower rates aren't just an inflation hedge anymore—they are a response to a fracturing global dollar system.2. Silver: The Industrial SqueezeBeyond Jewelry: Why 2/3 of silver demand is now driven by 5G, EV batteries, and semiconductors.The November Shift: The significance of the US Government adding Silver to the Critical Mineral List and what it means for supply sovereignty.Hoarding & Squeezes: Analyzing the massive supply-to-demand deficit and why industrial "hoarding" is the new price floor.3. 2026 OutlookCan this record-breaking run continue, or are we hitting a psychological ceiling?Timestamps:0:00 – The 45-Year Record: 2025 Performance Overview 2:15 – Gold: Rates, Yields, and the Weakening Dollar 4:50 – Lessons from History: From Henry VIII to Modern Debasement 7:30 – Silver: The Industrial Powerhouse (Solar, 5G, & EVs) 10:15 – The "Critical Mineral" Designation: Why November Changed Everything 13:40 – Supply Squeeze & Global Hoarding Trends 16:20 – 2026 Forecast: Is the Run Over?#GoldPrice #SilverSqueeze #Investing2026 #CriticalMinerals #MacroEconomics #Gold2025 #SilverPrice #FederalReserve