GoldFix

By VBL

Capital markets recap, commentary, and analysis for evolving traders

vblgoldfix.substack.com... more

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FAQs about GoldFix:

How many episodes does GoldFix have?

The podcast currently has 780 episodes available.

GoldFix episodes:

September 25, 2026 Silver: 5 Years of Supply Left ?
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Housekeeping: Good Morning
Featured Analysis:
In Other News:

Data on Deck:
Monday, Sep. 21
* No events scheduled
Tuesday, Sep. 22
* 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore----
Wednesday, Sep. 23
* 9:45 AMUS Flash Manufacturing PMISep-53.553.2
* 9:45 AMUS Flash Services PMISep-55.956.8
Thursday, Sep. 24
* 8:30 AMWeekly Jobless ClaimsSept. 19-204K196K
* 8:30 AMEconomic Club of Washington, DC event with Federal Reserve Bank of Richmond President Thomas Barkin----
* 10:00 AMNew Home SalesAug.-620K607K
* 11:00 AMKansas City Fed SurveySep--17
Friday, Sep. 25
* 8:30 AMDurable GoodsAug.--0.3%1.1%
* 10:00 AMU. Michigan Final Consumer SurveySep-47.151.7
GoldFix Members: Exclusive Bullion Pricing Now Available
GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates
Read full story
***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern
...more
9min
September 24, 2026 Migratory Replacement is Here
Housekeeping: Good Morning
Featured Analysis:
In Other News:

Data on Deck:
Monday, Sep. 21
* No events scheduled
Tuesday, Sep. 22
* 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore----
Wednesday, Sep. 23
* 9:45 AMUS Flash Manufacturing PMISep-53.553.2
* 9:45 AMUS Flash Services PMISep-55.956.8
Thursday, Sep. 24
* 8:30 AMWeekly Jobless ClaimsSept. 19-204K196K
* 8:30 AMEconomic Club of Washington, DC event with Federal Reserve Bank of Richmond President Thomas Barkin----
* 10:00 AMNew Home SalesAug.-620K607K
* 11:00 AMKansas City Fed SurveySep--17
Friday, Sep. 25
* 8:30 AMDurable GoodsAug.--0.3%1.1%
* 10:00 AMU. Michigan Final Consumer SurveySep-47.151.7
GoldFix Members: Exclusive Bullion Pricing Now Available
GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates
Read full story
***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe
...more
14min
September 23, 2026 Gold: Jefferies’ Chris Wood Says $10,000 is Inevitable
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Housekeeping: Good Morning
Featured Analysis:
In Other News:

Data on Deck:
Monday, Sep. 21
* No events scheduled
Tuesday, Sep. 22
* 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore----
Wednesday, Sep. 23
* 9:45 AMUS Flash Manufacturing PMISep-53.553.2
* 9:45 AMUS Flash Services PMISep-55.956.8
Thursday, Sep. 24
* 8:30 AMWeekly Jobless ClaimsSept. 19-204K196K
* 8:30 AMEconomic Club of Washington, DC event with Federal Reserve Bank of Richmond President Thomas Barkin----
* 10:00 AMNew Home SalesAug.-620K607K
* 11:00 AMKansas City Fed SurveySep--17
Friday, Sep. 25
* 8:30 AMDurable GoodsAug.--0.3%1.1%
* 10:00 AMU. Michigan Final Consumer SurveySep-47.151.7
GoldFix Members: Exclusive Bullion Pricing Now Available
GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates
Read full story
***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern
...more
11min
September 22, 2026 Shanghai Controls Silver Pricing Now
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Housekeeping: Good Morning
Featured Analysis:
In Other News:

Data on Deck:
Monday, Sep. 21
* No events scheduled
Tuesday, Sep. 22
* 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore----
Wednesday, Sep. 23
* 9:45 AMUS Flash Manufacturing PMISep-53.553.2
* 9:45 AMUS Flash Services PMISep-55.956.8
Thursday, Sep. 24
* 8:30 AMWeekly Jobless ClaimsSept. 19-204K196K
* 8:30 AMEconomic Club of Washington, DC event with Federal Reserve Bank of Richmond President Thomas Barkin----
* 10:00 AMNew Home SalesAug.-620K607K
* 11:00 AMKansas City Fed SurveySep--17
Friday, Sep. 25
* 8:30 AMDurable GoodsAug.--0.3%1.1%
* 10:00 AMU. Michigan Final Consumer SurveySep-47.151.7
GoldFix Members: Exclusive Bullion Pricing Now Available
GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates
Read full story
***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern
...more
11min
September 21, 2026 Saudis Quit Brics Project; What it Means
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Housekeeping: Good Morning
Featured Analysis:
In Other News:

Data on Deck:
Monday, Sep. 21
* No events scheduled
Tuesday, Sep. 22
* 1:00 PMFederal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore----
Wednesday, Sep. 23
* 9:45 AMUS Flash Manufacturing PMISep-53.553.2
* 9:45 AMUS Flash Services PMISep-55.956.8
Thursday, Sep. 24
* 8:30 AMWeekly Jobless ClaimsSept. 19-204K196K
* 8:30 AMEconomic Club of Washington, DC event with Federal Reserve Bank of Richmond President Thomas Barkin----
* 10:00 AMNew Home SalesAug.-620K607K
* 11:00 AMKansas City Fed SurveySep--17
Friday, Sep. 25
* 8:30 AMDurable GoodsAug.--0.3%1.1%
* 10:00 AMU. Michigan Final Consumer SurveySep-47.151.7
GoldFix Members: Exclusive Bullion Pricing Now Available
GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates
Read full story
***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern
...more
9min
September 21, 2026 Founders: Why Silver Wants to Go Up
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe

* WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?
* WHAT DID EACH COHORT DO THIS WEEK?
* WHAT DID OPEN INTEREST DO?
* Personal: silver macro idea
WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?
Some charts by Founder Randy Brown
* Day 1- up day, oi out 2.9k
* Day 2- dn day oi dn 0.1k
* Day 3- up day, oi dn 2.7k - (short covering)
* Day 4- dn day, oi dn 1.1k
...more
5min
September 18, 2026 Rick Rule: Unlocking the Power of Compounding in Resources and the Importance of Long-Term Thinking
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

In this week's GoldFix Competent Investor interview, Tom Bodrovics sits down with Rick Rule. Rule argues a dollar that buys less is inevitable: with $40 trillion of on-balance-sheet debt and $120 trillion in off-balance-sheet liabilities, Washington will inflate rather than default, a replay of the 1970s. Physical gold is his savings defense, with Franco-Nevada and Agnico Eagle as the leveraged layer.
They also cover the copper and uranium supply deficits left by decades of underinvestment, why silver's big moves follow generalist money chasing gold, the contrarian case for Canadian oil and gas, and how much speculation to carry.
Timestamps:
00:00:00 - Introduction
00:00:15 - Dollar Value and Washington
00:05:23 - Deflation Versus Inflation Forces
00:08:13 - Gold Commodities and Resources
00:10:50 - Gold Stocks in 1970s
00:13:20 - Interest Rates Impact on Gold
00:16:48 - Geopolitics and Energy Security
00:21:47 - Uranium Market Dynamics
00:27:06 - Uranium Production Deficit
00:34:08 - Silver Supply Realities
00:39:51 - Canadian Oil and Gas
00:42:40 - Investing in Resource Companies
00:52:36 - Resource Bull Market Outlook
00:55:05 - Wrap Up
...more
5min
September 18, 2026 The Silver Interest is (Very) Bullish
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Housekeeping: Good Morning
Featured Analysis:
In Other News:

Data on Deck: Fed Decision Day
Monday, Sep. 14
Tuesday, Sep. 15
* 8:30 AMEmpire State Manufacturing Survey
Wednesday, Sep. 16
* 8:30 AMRetail SalesAug.-0.8%-0.6%
* 8:30 AMImport PricesAug.--0.1%-0.4%
* 10:00 AMManufacturing & Trade: InventoriesJul.-0.3%0%
* 10:00 AMNAHB Housing Market IndexSep-3435
* 2:00 PMFederal Reserve economic projections---3.8%
* 2:00 PMU.S. interest rate decision---3.8
Thursday, Sep. 17
* 8:30 AMHousing StartsAug.-1.3M1.2M
* 8:30 AMPhiladelphia Fed Business Outlook SurveySep-27.547.4
* 8:30 AMWeekly Jobless ClaimsSept. 12-205K206K
* 10:00 AMPending Home Sales Idx, M/M%Aug.---2.3%
Friday, Sep. 18
* 9:15 AMIndustrial Production, M/M%Aug.-0.3%0.2%
* 9:15 AMCapacity Utilization %Aug.-76.5%76.3%
* 10:00 AMLeading IndicatorsAug.-0.2%0.2%
No events scheduled
GoldFix Members: Exclusive Bullion Pricing Now Available
GoldFix has partnered with Battalion Metals to give our community direct access to institutional-grade physical bullion at exclusive member pricing. Through this partnership, GoldFix members can purchase gold and silver products at pricing typically about 100 basis points below prevailing dealer rates
Read full story
***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern
...more
11min
September 17, 2026 Breaking Down Goldman’s Gold Prediction
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Housekeeping: Good Morning
Featured Analysis:
In Other News:

Data on Deck: Fed Decision Day
Monday, Sep. 14
Tuesday, Sep. 15
* 8:30 AMEmpire State Manufacturing Survey
Wednesday, Sep. 16
* 8:30 AMRetail SalesAug.-0.8%-0.6%
* 8:30 AMImport PricesAug.--0.1%-0.4%
* 10:00 AMManufacturing & Trade: InventoriesJul.-0.3%0%
* 10:00 AMNAHB Housing Market IndexSep-3435
* 2:00 PMFederal Reserve economic projections---3.8%
* 2:00 PMU.S. interest rate decision---3.8
Thursday, Sep. 17
* 8:30 AMHousing StartsAug.-1.3M1.2M
* 8:30 AMPhiladelphia Fed Business Outlook SurveySep-27.547.4
* 8:30 AMWeekly Jobless ClaimsSept. 12-205K206K
* 10:00 AMPending Home Sales Idx, M/M%Aug.---2.3%
Friday, Sep. 18
* 9:15 AMIndustrial Production, M/M%Aug.-0.3%0.2%
* 9:15 AMCapacity Utilization %Aug.-76.5%76.3%
* 10:00 AMLeading IndicatorsAug.-0.2%0.2%
No events scheduled
***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern
SLIDE DECK BELOW ACCOMPANIES REPORT BREAKDOWN
...more
11min
September 16, 2026 Goldman: One (Rate Hike) and Done
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Housekeeping: Good Morning
Featured Analysis:
In Other News:

Data on Deck: Fed Decision Day
Monday, Sep. 14
Tuesday, Sep. 15
* 8:30 AMEmpire State Manufacturing Survey
Wednesday, Sep. 16
* 8:30 AMRetail SalesAug.-0.8%-0.6%
* 8:30 AMImport PricesAug.--0.1%-0.4%
* 10:00 AMManufacturing & Trade: InventoriesJul.-0.3%0%
* 10:00 AMNAHB Housing Market IndexSep-3435
* 2:00 PMFederal Reserve economic projections---3.8%
* 2:00 PMU.S. interest rate decision---3.8
Thursday, Sep. 17
* 8:30 AMHousing StartsAug.-1.3M1.2M
* 8:30 AMPhiladelphia Fed Business Outlook SurveySep-27.547.4
* 8:30 AMWeekly Jobless ClaimsSept. 12-205K206K
* 10:00 AMPending Home Sales Idx, M/M%Aug.---2.3%
Friday, Sep. 18
* 9:15 AMIndustrial Production, M/M%Aug.-0.3%0.2%
* 9:15 AMCapacity Utilization %Aug.-76.5%76.3%
* 10:00 AMLeading IndicatorsAug.-0.2%0.2%
No events scheduled
***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern
...more
11min

FAQs about GoldFix:

How many episodes does GoldFix have?

The podcast currently has 780 episodes available.