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 722 episodes available.

GoldFix episodes:

March 15, 2026 Hartnett: Oil, Credit, and the Return of 2008
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Housekeeping:
The Flow Show | Oil say hike, Owl say cut
...more
2min
March 13, 2026 War and Why Gold is a 2 Year Buy
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Housekeeping: Support Independent Media.
The 1970s Are Back
Featured Posts on News Sites :
Scottsdale Mint — WGC: When The Dollar Turns on Itself
Zerohedge — Analysis: Gold's Flight Path From Here
Yahoo — Technically Open, Operationally Closed: Why Shipowners are Fleeing the Strait of Hormuz
X.com — The Lebanon Expansion: Israel Signals Territorial Push to Enforce Northern Buffer Zone
Featured Analysis:
News & Analysis:
Coming Soon/ Chat:

Data on Deck: CPI, GDP, PCE
* MONDAY, MARCH 9 None scheduled
* TUESDAY, MARCH 10 Existing home sales Feb.3.91 million
* WEDNESDAY, MARCH 11 CPI
* THURSDAY, MARCH 12 Housing starts
* FRIDAY, MARCH 13 PCE GDP
Charts and Final Market Check:
***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix interns
Don’t Be Bullish Gold…
Be Bullish Gold…
...more
9min
March 13, 2026 The 3rd Gulf War Possible Outcomes
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Good Morning. It is appropriate to do something a little different but necessary given the current situation in what is fast becoming the 3rd Gulf War. There are many opinions now. The goal of this is to help you focus on what actually needs to be looked at and focused upon to formulate an economic outlook; whether it be recovery or stagflation as both have implications to the Dollar, Oil, and Gold itself. On that note, Here is a slide deck that Mizuho put out yesterday (we feel asks the right questions and gets things rolling in the correct direction) discussing the scenarios for the current conflict. We’ve included that below for more intense perusing. The video is a powerpoint style walkthrough with summary comments for each slide accompanying the pictures themselves.
The most important sections for Gold implications are:
* The Central Bank comments, and how the decision to not ease can/will take short term interest out of Gold… until the next Fed Chair joins
* The 3 key questions are the right questions to ask in helping handicap outcomes
* The possible outcomes and their probability of happening are pretty good with stagflation being the biggest risk, which is ultimately bullish for Gold… especially against equities.
We are in the 1970s again for sure. While the question remains is this 1973 (boom time) or 1976 ( the edge of nasty stagflation).. this war puts us much closer to the 1976 scenario. This whole scenario reeks of prolonged problems. Another genie has been let out of the bottle, and like Ukraine and Gaza, it will not in our view be resolved with a Kumbaya moment unless Iran falls cleanly.
...more
2min
March 12, 2026 Founders: Masterclass- Why the Yield Curve Matters for Gold Again
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

We explain how the 2-year vs 10-year Treasury yield curve can act as a macro signal for gold prices, and why macro hedge funds monitor this spread when deciding whether to allocate to gold. By examining past periods of curve flattening and steepening, we show how Fed policy, recession expectations, and inflation pressures have historically influenced gold’s direction via this yield curve signal.
* Plus a bonus at bottom
...more
2min
March 12, 2026 The Strait of Hormuz is Becoming a DMZ
Housekeeping: Support Independent Media.
Things are Happening Faster Now
Featured Posts on News Sites :
Scottsdale Mint — Poland Ramps Up Gold Purchases
Zerohedge — Analysis: Gold's Flight Path From Here
Yahoo — The Kuala Lumpur Gold Pivot
X.com — Czechs Accelerate Gold Accumulation
Featured Analysis:
News & Analysis:
Coming Soon/ Chat:

Data on Deck: CPI, GDP, PCE
* MONDAY, MARCH 9 None scheduled
* TUESDAY, MARCH 10 Existing home sales Feb.3.91 million
* WEDNESDAY, MARCH 11 CPI
* THURSDAY, MARCH 12 Housing starts
* FRIDAY, MARCH 13 PCE GDP
Charts and Final Market Check:
***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix interns

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
8min
March 11, 2026 Metals Consolidate in Ping-Pong Fashion
Housekeeping: Support Independent Media.
Things are Happening Faster Now
Featured Posts on News Sites :
Scottsdale Mint — U.S. Buying Venezuelan Gold Now
Zerohedge — Gold Miners: WRLG and Other Special Situations
Yahoo — Ghana Reroutes Gold as War Disrupts UAE Refining
X.com — China Buys Gold 16 Months Running at Prices Above $5,000
Featured Analysis:
News & Analysis:
Coming Soon/ Chat:
Data on Deck: CPI, GDP, PCE
* MONDAY, MARCH 9 None scheduled
* TUESDAY, MARCH 10 Existing home sales Feb.3.91 million
* WEDNESDAY, MARCH 11 CPI
* THURSDAY, MARCH 12 Housing starts
* FRIDAY, MARCH 13 PCE GDP
Charts and Final Market Check:
***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix interns

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
9min
March 10, 2026 Silver Shorts Toasted
Housekeeping: Support Independent Media.
Things are Happening Faster Now
Featured Posts on News Sites :
Scottsdale Mint — U.S. Buying Venezuelan Gold Now
Zerohedge — China Buys Gold 16 Months Running at Prices Above $5,000
Yahoo — Ghana Reroutes Gold as War Disrupts UAE Refining
X.com — China Buys Gold 16 Months Running at Prices Above $5,000
Featured Analysis:
News & Analysis:
Coming Soon/ Chat:
Data on Deck: CPI, GDP, PCE
* MONDAY, MARCH 9 None scheduled
* TUESDAY, MARCH 10 Existing home sales Feb.3.91 million
* WEDNESDAY, MARCH 11 CPI
* THURSDAY, MARCH 12 Housing starts
* FRIDAY, MARCH 13 PCE GDP
Charts and Final Market Check:
***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix interns

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
13min
March 09, 2026 Definitely On the 1970's Stagflation Path
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Housekeeping: Support Independent Media.
Things are Happening Faster Now
Featured Posts on News Sites :
Scottsdale Mint — Jane Street Bets Silver... But Which Way?
Zerohedge — The Reopening of Venezuelan Gold Flows
Yahoo — Gold Disrupted: Dubai Trades at Discount But Indian Demand Grows as War Stops Flights
X.com — Gold Disrupted: Dubai Trades at Discount But Indian Demand Grows as War Stops Flights
Featured Analysis:
News & Analysis:
Coming Soon/ Chat:
Data on Deck: CPI, GDP, PCE
* MONDAY, MARCH 9 None scheduled
* TUESDAY, MARCH 10 Existing home sales Feb.3.91 million
* WEDNESDAY, MARCH 11 CPI
* THURSDAY, MARCH 12 Housing starts
* FRIDAY, MARCH 13 PCE GDP
Charts and Final Market Check:
***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix interns
...more
9min
March 08, 2026 Hartnett: We are Definitely Reliving the 1970s
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Housekeeping: The 2020s increasingly resemble the 1970s: geopolitical realignment, fiscal excess, accommodative central banks, and a weaker currency creating an early-cycle boom in equities and assets. The key question now mirrors that decade’s arc. Are we in the policy-driven boom half that ended in 1976, or are we approaching the inflation shock of the last half that destroyed everything the first half did?
The Flow Show | Short = Long, Long = Short
...more
3min
March 06, 2026 Oil Crisis Brews Under Chaos Americana
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Housekeeping: ***Support Independent Media.
Things are Happening Faster Now
Featured Posts on News Sites :
Scottsdale Mint — Jane Street Bets Silver... But Which Way?
Zerohedge — The Reopening of Venezuelan Gold Flows
Yahoo — **Breaking: Venezuela's Massive U.S. Gold Deal
X.com — JPM and UBS in Singapore Play to Overtake LBMA as Gold Hub
Featured Analysis:
News & Analysis:
Coming Soon/ Chat:
Data on Deck: Jobs
* MONDAY, MARCH 29:45 amS&P final U.S. manufacturing PMIFeb.51.210:00 amISM manufacturingFeb.52.6%TBAAuto salesFeb.14.8 million
* TUESDAY, MARCH 39:55 amNew York Fed President John Williams remarks11:55 amMinneapolis Fed President Neel Kashkari interview
* WEDNESDAY, MARCH 48:15 amADP employmentFeb.22,0009:45 amS&P final U.S. services PMIFeb.52.310:00 amISM servicesFeb.53.8%2:00 pmFed Beige Book
* THURSDAY, MARCH 58:30 amInitial jobless claimsFeb. 288:30 amU.S. productivityQ44.9%8:30 amImport price indexFeb.0.1%8:30 amImport price index minus fuelFeb.NA
* FRIDAY, MARCH 68:30 amU.S. employment reportFeb.130,0008:30 amU.S. unemployment rateFeb.4.4%8:30 amU.S. hourly wagesFeb.0.4%8:30 amHourly wages year over year3.7%1:30 pmCleveland Fed President Beth Hammack speaks
Charts and Final Market Check:
***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix interns
Unemployment Expectations…
...more
10min

FAQs about GoldFix:

How many episodes does GoldFix have?

The podcast currently has 722 episodes available.