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Get your tickets NOW for the Vancouver Resource Investment Conference. January 24th-25th, 2027: https://vricmedia.com/conference

Christopher Whalen of The Institutional Risk Analyst joins Darrell to discuss rising bond yields, higher mortgage rates, and why he believes the economy is entering a more difficult environment for banks, consumers, and real estate. Chris explains why he has reduced exposure to financials, increased exposure to energy and precious metals, and expects the Fed may eventually be forced back into aggressive bond buying. He also discusses housing affordability, weakness in the consumer economy, energy shortages, REITs, and why he believes parts of the AI trade may be overextended.

Follow Chris:

https://x.com/rcwhalen

https://www.theinstitutionalriskanalyst.com/

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0:00 What rising bond yields mean for the economy

3:38 How Chris is positioned for higher rates

5:43 Gold and silver in a higher-rate environment

7:21 Why long-term yields are rising now

9:20 Why the Fed may have to start buying bonds again

10:13 Can inflation return to 2%?

11:40 Is the consumer already weakening?

13:35 How affordability could shape the midterms

15:28 Chris’s view on Bank of America

17:01 Which major banks are performing best?

18:34 Stablecoins, tokenization and Treasury demand

20:29 How higher rates affect mortgage REITs

23:30 Why housing is shifting toward a buyer’s market

25:52 How far could home prices fall?

27:17 Why Chris remains bullish on energy

29:58 Why refining capacity matters more than most investors realize

31:13 Why diesel prices could stay elevated

34:56 What Chris would be selling right now

35:51 Why the AI trade may be running out of steam

Copyright © 2026 Cambridge House International Inc. All rights reserved.

Get your tickets NOW for the Vancouver Resource Investment Conference. January 24th-25th, 2027: https://vricmedia.com/conference

Jim Rickards, New York Times bestselling author and editor of Strategic Intelligence, joins Darrell to discuss why inflation may become a deliberate tool for reducing America’s debt burden in real terms. Jim explains how debt-to-GDP can fall even while deficits remain large, why inflation favors borrowers over creditors, and how investors might think about hard assets, precious metals, natural resources, and selective leverage in that environment. He also discusses energy bottlenecks, Russia and Iran, gold’s resilience, uranium, rare earths, and why he believes the financial side of the AI boom could end badly even if the technology itself remains important.

Follow Jim's work:

https://x.com/RealJimRickards

https://rickardswarning.com

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0:00 Can the U.S. inflate away its debt?

2:15 Why America is unlikely to default

4:49 Why debt-to-GDP matters more than the headline debt number

8:01 How the U.S. reduced its debt burden after World War II

9:25 Why growth and inflation can lower debt-to-GDP

13:16 How Jim would position for higher inflation

16:31 Hard assets, leverage and inflation winners

18:39 Energy markets and geopolitical risk

21:53 Why diesel is a critical inflation bottleneck

24:19 Ukraine, Russian refineries and energy supply

27:19 Russia, Nord Stream and possible energy deals

29:48 Could sanctions on Lukoil be lifted?

31:08 Why Jim wants a U.S.-Russia reset

32:23 Russia’s role in ending the Iran war

37:01 Why Jim remains bullish on gold

40:56 Jim’s role in the original petrodollar system

44:13 Outlook for uranium and rare earths

48:01 Why Jim is bearish on the AI investment boom

Copyright © 2026 Cambridge House International Inc. All rights reserved.

Get your tickets NOW for the Vancouver Resource Investment Conference. January 24th-25th, 2027: https://vricmedia.com/conference

Lyn Alden joins Darrell to discuss the structural bear market in bonds, and why she believes the U.S. may already be living through a slow-moving sovereign debt crisis. Lyn also explores the transition toward a more multipolar world, central bank gold accumulation, reshoring and commodity demand, the outlook for mining equities, opportunities in Latin America, foreign currencies, and why she believes Bitcoin may have already formed a major bottom.

Follow Lyn:

https://x.com/LynAldenContact

https://www.lynalden.com/

Get your tickets NOW for the Vancouver Resource Investment Conference. January 24th-25th, 2027: https://vricmedia.com/conference

Register today for the Above & Beyond Summit: https://abovebeyondsummit.com/index.html

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0:00 Why bonds may be in a structural bear market

4:03 Are higher yields still a threat to banks?

8:09 Fiscal dominance and the “gradual print”

10:22 Where are we in the long-term debt cycle?

12:23 Why most people don’t understand the bigger macro cycles

17:14 Why the crisis may look like slow stagnation

20:49 Social Security and the generational divide

22:52 Are we already in a sovereign debt crisis?

25:26 Central bank gold buying and the multipolar world

30:48 Reshoring, critical minerals and commodity demand

35:44 Lyn’s outlook for the mining sector

38:23 How Lyn evaluates investments

42:04 Why Lyn remains bullish on Latin America

45:19 Foreign currencies and diversification

47:38 Lyn’s latest outlook for Bitcoin

49:29 Broken Money, fiction and what Lyn is writing next

Copyright © 2026 Cambridge House International Inc. All rights reserved.

Dr. Mark Thornton of the Mises Institute joins Darrell to discuss declining trust in government, rising interest in Austrian economics, and why he believes the current monetary system is creating deeper problems for savers and the middle class. Mark examines rising bond yields, the breakdown of the traditional 60/40 portfolio, growing allocations to gold and silver, and the possibility that governments attempt to inflate away their debt burdens.

Check out Dr. Thornton's Work

https://x.com/DrMarkThornton

https://mises.org/

Get your tickets NOW for the Vancouver Resource Investment Conference. January 24th-25th, 2027: https://vricmedia.com/conference

Register today for the Above & Beyond Summit: https://abovebeyondsummit.com/index.html

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0:00 Why interest in Austrian economics is growing

4:52 Government corruption and the case for smaller government

6:36 Why trust in money is breaking down

8:30 The long-term outlook for the dollar and bonds

10:34 Is the traditional 60/40 portfolio breaking down?

12:29 Why long-term bonds may no longer provide protection

14:44 Gold, silver and commodities as portfolio hedges

19:01 Can the U.S. inflate away its debt?

22:05 Why Mark favors austerity over inflation

24:17 How high could inflation go?

27:25 Is Washington seriously considering sound money?

29:16 Why Mark remains skeptical of a return to gold-backed money

32:07 Lessons from Reagan’s Gold Commission

35:49 The history behind U.S. gold coins and the dollar

40:27 America’s widening wealth gap

42:23 How Federal Reserve policy redistributes wealth

47:20 Why consumer spending is masking middle-class weakness

50:50 The link between Fed policy, Treasury debt and Congress

54:23 Why Mark believes spending cuts must be much larger

Copyright © 2026 Cambridge House International Inc. All rights reserved.

Chris Vermeulen of The Technical Traders joins Darrell to discuss what rising Treasury yields could mean for stocks, real estate, bonds, and precious metals. Chris walks through the technical setup pointing toward potentially higher yields, explains why he believes long-duration bonds remain vulnerable, and shares his outlook for gold, silver, Bitcoin, copper, and the broader equity market.

Check out Chris' work:

https://x.com/TheTechTraders

https://thetechnicaltraders.com/

Get your tickets NOW for the Vancouver Resource Investment Conference. January 24th-25th, 2027: https://vricmedia.com/conference

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0:00 Rising yields and pressure on markets

4:04 Are we entering a new era of higher yields?

5:07 Could the 10-year Treasury reach 8%?

7:23 Can the Fed stop a bond market crisis?

9:30 Why government intervention may not be enough

11:00 The collapse in long-term Treasury bonds

13:00 Why Chris still sees downside in TLT

15:11 Gold versus rising yields

17:31 Chris turns bearish on gold

19:39 Silver’s next downside target

20:32 How a stronger dollar could pressure metals

22:16 Where Chris is positioned now

23:55 How long his equity trades can last

25:47 Why foreign capital keeps moving into U.S. stocks

27:21 Bitcoin turns bullish again

29:02 Strategy and Bitcoin-related equities

31:25 Copper remains in an uptrend

33:35 What happens to commodities in a recession?

34:34 Why Chris warned investors near the metals peak

Copyright © 2026 Cambridge House International Inc. All rights reserved.

Dr. Nomi Prins of Prinsights Global joins Darrell to discuss renewed demand for gold, rising central bank purchases, and why she believes the metal remains well positioned despite higher bond yields and recent Fed tightening. She explains how sovereign reserve diversification, growing U.S. debt, Treasury buybacks, and the Fed’s expanding balance sheet are reshaping the financial system. Nomi also discusses gold repatriation by central banks, the role of physical gold as collateral, and why inflation remains heavily tied to energy prices.

Nomi's links:

https://x.com/nomiprins

https://prinsightsglobal.com/

Get your tickets NOW for the Vancouver Resource Investment Conference. January 24th-25th, 2027: https://vricmedia.com/conference

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0:00 Why gold ETF demand is surging

2:37 Why Nomi expects gold demand to continue

4:02 Gold producers, margins, and year-end momentum

5:27 Why central banks are choosing gold over Treasuries

7:14 The geopolitical shift behind reserve diversification

9:30 Why Nomi still sees gold moving higher

9:51 How governments manage rising debt

12:00 Why hard assets matter in a high-debt world

13:28 Are we already in a debt crisis?

14:44 Treasury buybacks and the return of QE-style policies

17:17 The Fed’s rate hike versus its growing balance sheet

19:00 Why rate hikes may do little to control real-world inflation

21:12 Gold repatriation and declining trust between nations

24:38 Why central banks want physical gold closer to home

26:52 Gold versus long-dated bonds

Copyright © 2026 Cambridge House International Inc. All rights reserved.

Danielle DiMartino Booth, CEO and Chief Strategist of QI Research, returns to the show to discuss what rising Treasury yields are signaling about the U.S. economy. She examines the pressure higher borrowing costs are putting on households, corporations, housing, and government finances, while arguing that parts of the economy are weakening beneath headline data.

Danielle's Links:

https://x.com/DiMartinoBooth

https://quillintelligence.com/

https://dimartinobooth.substack.com/

Register today for the Above & Beyond Summit: https://abovebeyondsummit.com/index.html

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0:00 What 5% Treasury yields mean for the economy

2:12 Rising government borrowing costs

4:14 How higher yields are hitting corporate America

7:07 What is really driving bond yields higher?

8:03 Consumers are running out of room

10:12 Why the Fed may be fighting the wrong inflation

12:01 Are higher yields becoming a long-term structural trend?

13:28 Was the Fed’s rate hike about policy or independence?

16:34 Why the Fed’s balance sheet is still growing

17:41 Consumer sentiment and recession risk

20:14 How AI investment has supported U.S. growth

22:16 Why housing could face further downside

24:30 How far home prices may need to fall

27:19 Property taxes and the housing unwind

29:14 What the unemployment data may be missing

30:28 Why jobs data keeps getting revised

33:08 How younger investors can navigate this environment

35:40 Danielle’s outlook for gold

Copyright © 2026 Cambridge House International Inc. All rights reserved.

Michael Diegelmann, CEO and co-founder of Warren Wise, joins Darrell to discuss how artificial intelligence is changing investment research and financial decision-making. He explains how AI can analyze company filings, identify risks, compare businesses using consistent scoring frameworks, and dramatically reduce the time required for due diligence. Michael also walks through Warren Wise’s approach using principles associated with Benjamin Graham, Warren Buffett, and Charlie Munger, while emphasizing that human judgment still remains essential when making investment decisions.

Check out Warren Wise here: https://warren-wise.com/en/

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0:00 How AI is changing investment research

1:41 What “agentic finance” means

3:40 How AI scoring systems work

5:33 Using Graham, Buffett and Munger principles

8:24 What AI means for financial advisors

10:14 Why machines will increasingly read company filings

12:28 The limitations of AI in investing

14:57 Company analysis versus macro investing

16:13 Warren Wise demo: analyzing Rio Tinto

18:30 How AI evaluates management and governance

20:44 Identifying risks and inconsistencies in company reporting

23:51 Turning financial disclosures into investor questions

26:31 How AI can flag potential regulatory concerns

27:51 Making corporate reports more machine-readable

28:34 Comparing Rio Tinto and BHP

29:39 Can AI analyze smaller mining companies?

31:02 Do valuations still matter?

34:23 Can AI help the average investor?

35:27 Where to learn more about Warren Wise

Copyright © 2026 Cambridge House International Inc. All rights reserved.

Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners and editor of The Boock Report, joins Darrell to discuss why he believes oil prices could climb further as inventories decline and supply disruptions persist. He examines the implications of rising bond yields, the Fed’s latest rate hike, and the growing demand for commodities driven by AI infrastructure. Peter also shares his outlook for gold, silver, copper, and energy stocks, while highlighting the risks beneath the stock market’s AI-driven gains and opportunities he sees in international equities.

Peter's links:

https://x.com/pboockvar

https://peterboockvar.substack.com/

https://www.onepointbfg.com/

Register today for the Above & Beyond Summit: https://abovebeyondsummit.com/index.html

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0:00 Why oil could reach $200 a barrel

1:02 The Fed’s latest rate hike and rising bond yields

3:34 Why central banks may be losing control of interest rates

5:18 Are we entering a long-term cycle of higher rates?

6:34 The commodity bull market and global supply disruptions

9:07 AI data centers and the demand for raw materials

11:54 Why Peter remains bullish on oil

13:42 The case for $200 oil

15:12 Can new infrastructure bypass the Strait of Hormuz?

16:32 Peter’s outlook for gold and silver

18:52 Mining stocks and their growing cash flows

20:18 Why Peter is cautious on copper

22:19 What the S&P 500 is hiding about the economy

24:03 Housing affordability and the need for lower prices

26:24 Opportunities outside the U.S. stock market

Copyright © 2026 Cambridge House International Inc. All rights reserved.