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 15, 2026 China’s Gold Plan Threatens Bessent’s Balancing Act
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
No events scheduled
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%
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...more
9min
September 14, 2026 Dollar Strength Will Kill Gold Until Fed Day
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
No events scheduled
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%
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...more
11min
September 11, 2026 China Continues to Buy Gold; Drawing Trendlines
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: CPI
MONDAY, SEPTEMBER 7
* Labor Day, US markets closed
TUESDAY, SEPTEMBER 8
* 6a NFIB Index of Small Business Optimism (Aug.) (prev 99.8)
* 3p Consumer Credit (Jul.) (prev 14.2B)
WEDNESDAY, SEPTEMBER 9
* No major US releases
THURSDAY, SEPTEMBER 10
* Today’s August PPI consensus, due at 8:30 a.m. ET, is:
* Headline PPI: +0.4% MoM, +5.3% YoY
* Core PPI: +0.3% MoM, +4.6% YoY
* PPI excluding food, energy and trade: +0.3% MoM, +4.4% YoY
FRIDAY, SEPTEMBER 11
Today’s August CPI consensus, due at 8:30 a.m. ET:
* Headline CPI: +0.4% month-over-month; +3.4% year-over-year
* Core CPI: +0.2% month-over-month; +2.4% year-over-year
Gasoline is expected to drive the headline increase, while core inflation should ease slightly. A core reading above 0.2% would be the key hawkish surprise and could strengthen expectations for a September Fed rate hike.
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9min
September 10, 2026 How They Suppress Silver— Whack-a-Mole
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: CPI
MONDAY, SEPTEMBER 7
* Labor Day, US markets closed
TUESDAY, SEPTEMBER 8
* 6a NFIB Index of Small Business Optimism (Aug.) (prev 99.8)
* 3p Consumer Credit (Jul.) (prev 14.2B)
WEDNESDAY, SEPTEMBER 9
* No major US releases
THURSDAY, SEPTEMBER 10
* Today’s August PPI consensus, due at 8:30 a.m. ET, is:
* Headline PPI: +0.4% MoM, +5.3% YoY
* Core PPI: +0.3% MoM, +4.6% YoY
* PPI excluding food, energy and trade: +0.3% MoM, +4.4% YoY
FRIDAY, SEPTEMBER 11
* 8:30a CPI (Aug.) (prev 0.1%)
* 8:30a Core CPI, M/M% (Aug.) (prev 0.2%)
* 8:30a CPI, Y/Y% (Aug.) (prev 3.4%)
* 8:30a CPI Core, Y/Y% (Aug.) (prev 2.5%)
* 10a U. Michigan Prelim Consumer Survey (Sep) (prev 51)
* 2p Monthly Treasury Balance (Aug.) (prev -432B)
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...more
10min
September 09, 2026 Here is China’s Plan for Gold.
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: CPI
MONDAY, SEPTEMBER 7
* Labor Day, US markets closed
TUESDAY, SEPTEMBER 8
* 6a NFIB Index of Small Business Optimism (Aug.) (prev 99.8)
* 3p Consumer Credit (Jul.) (prev 14.2B)
WEDNESDAY, SEPTEMBER 9
* No major US releases
THURSDAY, SEPTEMBER 10
* 8:30a Weekly Jobless Claims (Sept. 5) (prev 206K)
* 8:30a PPI (Aug.) (prev 0%)
* 8:30a Ex-Food & Energy PPI, M/M% (Aug.) (prev 0.2%)
* 8:30a PPI, Y/Y% (Aug.) (prev 4.7%)
* 10a Monthly Wholesale Trade (Jul.) (prev 0.2%)
* 10a Existing Home Sales (Aug.) (prev 4.1M)
FRIDAY, SEPTEMBER 11
* 8:30a CPI (Aug.) (prev 0.1%)
* 8:30a Core CPI, M/M% (Aug.) (prev 0.2%)
* 8:30a CPI, Y/Y% (Aug.) (prev 3.4%)
* 8:30a CPI Core, Y/Y% (Aug.) (prev 2.5%)
* 10a U. Michigan Prelim Consumer Survey (Sep) (prev 51)
* 2p Monthly Treasury Balance (Aug.) (prev -432B)
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...more
11min
September 08, 2026 Gold and Silver Reloaded for New Highs
Housekeeping: Good Morning
Featured Analysis:
In Other News:

Data on Deck: CPI
MONDAY, SEPTEMBER 7
* Labor Day, US markets closed
TUESDAY, SEPTEMBER 8
* 6a NFIB Index of Small Business Optimism (Aug.) (prev 99.8)
* 3p Consumer Credit (Jul.) (prev 14.2B)
WEDNESDAY, SEPTEMBER 9
* No major US releases
THURSDAY, SEPTEMBER 10
* 8:30a Weekly Jobless Claims (Sept. 5) (prev 206K)
* 8:30a PPI (Aug.) (prev 0%)
* 8:30a Ex-Food & Energy PPI, M/M% (Aug.) (prev 0.2%)
* 8:30a PPI, Y/Y% (Aug.) (prev 4.7%)
* 10a Monthly Wholesale Trade (Jul.) (prev 0.2%)
* 10a Existing Home Sales (Aug.) (prev 4.1M)
FRIDAY, SEPTEMBER 11
* 8:30a CPI (Aug.) (prev 0.1%)
* 8:30a Core CPI, M/M% (Aug.) (prev 0.2%)
* 8:30a CPI, Y/Y% (Aug.) (prev 3.4%)
* 8:30a CPI Core, Y/Y% (Aug.) (prev 2.5%)
* 10a U. Michigan Prelim Consumer Survey (Sep) (prev 51)
* 2p Monthly Treasury Balance (Aug.) (prev -432B)
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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
September 07, 2026 Founders: Sunday CFTC Discussion
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: Macro fund world now
WHO CONTROLLED DIRECTION AND WHO INCREASED/DECREASED BETS?
Some charts by Founder Randy Brown
* Day 1- dn day, oi dn 1.3k
* Day 2- up/doji day, oi up 2.3k
* Day 3- dn day, oi dn 6.2k
* Day 4- dn/doji day, oi dn 3.4k
* Day …
...more
9min
September 07, 2026 Why is the US Losing Gold Custody?
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: CPI
MONDAY, SEPTEMBER 7
* Labor Day, US markets closed
TUESDAY, SEPTEMBER 8
* 6a NFIB Index of Small Business Optimism (Aug.) (prev 99.8)
* 3p Consumer Credit (Jul.) (prev 14.2B)
WEDNESDAY, SEPTEMBER 9
* No major US releases
THURSDAY, SEPTEMBER 10
* 8:30a Weekly Jobless Claims (Sept. 5) (prev 206K)
* 8:30a PPI (Aug.) (prev 0%)
* 8:30a Ex-Food & Energy PPI, M/M% (Aug.) (prev 0.2%)
* 8:30a PPI, Y/Y% (Aug.) (prev 4.7%)
* 10a Monthly Wholesale Trade (Jul.) (prev 0.2%)
* 10a Existing Home Sales (Aug.) (prev 4.1M)
FRIDAY, SEPTEMBER 11
* 8:30a CPI (Aug.) (prev 0.1%)
* 8:30a Core CPI, M/M% (Aug.) (prev 0.2%)
* 8:30a CPI, Y/Y% (Aug.) (prev 3.4%)
* 8:30a CPI Core, Y/Y% (Aug.) (prev 2.5%)
* 10a U. Michigan Prelim Consumer Survey (Sep) (prev 51)
* 2p Monthly Treasury Balance (Aug.) (prev -432B)
***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern
...more
10min
September 05, 2026 Doomberg: Russia Still Holds The Key to Inflation and Millions Freezing this Winter
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Please enjoy the latest interview by Tom Bodrovics in our GoldFix/Competent Investor series
The Doomberg Interview with Tom Bodrovics
Tom Bodrovics of the Competent Investor speaks with Doomberg about how the Ukraine war is reshaping global energy markets and raising the risk of another inflationary shock. Doomberg argues that Ukraine’s attacks on Russian refineries, rather than the Iran conflict, are the main force tightening diesel supplies and leaving Europe dangerously exposed ahead of winter.
The discussion examines Russia’s enduring energy and military leverage, Ukraine’s weakening air defenses, the danger of further escalation, and Europe’s failure to secure viable alternatives to Russian hydrocarbons. Doomberg also addresses China’s influence over Iran, Canada’s delicate relationship with the United States, and why natural gas could become the defining fuel of the AI era.
The interview concludes with Doomberg’s views on information quality, lateral thinking, and protecting wealth through real assets rather than speculative markets.
Timestamps:
00:00:00 - Introduction
00:00:24 - Diesel Crisis and Molecular Risks
00:04:19 - Russia Energy Dependency Examined
00:11:14 - Ukraine War Geopolitics and Endgame
00:14:44 - Air Defenses & Mental Models
00:25:00 - Escalation and False Flag Risks
00:27:04 - Iran Sanctions and China Leverage
00:39:03 - Canada Energy Alignment Strategy
00:40:48 - Substack Subscribers
00:44:54 - Narratives & Bovine Excrement
00:54:24 - Investor Positioning and AI Risks
00:55:55 - Finding Satisfaction
...more
5min
September 04, 2026 UBS: Gold Rally Not Done Yet
Housekeeping: Good Morning
Featured Analysis:
In Other News:

Data on Deck: Unemployment/ NFP
Monday, Aug. 31
* No events scheduled
Tuesday, Sep. 1
* 9:45 AMUS Manufacturing PMIAug.--53.9
* 10:00 AMISM Report On Business Manufacturing PMIAug.-55.155.6
* 10:00 AMConstruction SpendingJul.--0.1%-0.1%
* 10:00 AMJob Openings & Labor Turnover SurveyJul.-7.4M7.4M
Wednesday, Sep. 2
* 8:15 AMADP National Employment ReportAug.-45,00044,000
* 10:00 AMFactory OrdersJul.-0.5%-0.3%
* 2:00 PMFederal Reserve Beige Book----
Thursday, Sep. 3
* 8:30 AMU.S. Trade BalanceJul.--89.7B-73.3B
* 8:30 AMWeekly Jobless ClaimsAug. 29-205K203K
* 8:30 AMFederal Reserve Governor Christopher Waller speaks at Reuters NEXT Newsmaker Interview----
* 9:45 AMUS Services PMIAug.--54.6
* 10:00 AMISM Report On Business Services PMIAug.-54.454.
* 13:00 PMFederal Reserve Bank of Cleveland President Beth Hammack and Federal Reserve Bank of Chicago President Austan Goolsbee special remarks at ‘Connecting Communities’ online event----
Friday, Sep. 4
* 8:30 AMEmployment ReportAug.-50K-23K
* 8:30 AMUnemployment RateAug.-4.1%4.1%
* 8:30 AMAvg Hourly Earnings, M/M%Aug.-0.2%0.1%
* 8:30 AMAvg Hourly Earnings, Y/Y%Aug.-3%3.1%
***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
10min

FAQs about GoldFix:

How many episodes does GoldFix have?

The podcast currently has 780 episodes available.