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Brought to you by US Gold Corp (NASDAQ: USAU)
Andy Schectman joins Darrell Thomas to break down what’s really driving gold and silver higher and why the physical metals market is flashing signals investors can’t ignore. Using record-setting COMEX deliveries and central banks standing for physical metal and the erosion of trust in paper assets, Andy explains why gold and silver are being repriced, not just rallying.
Doomberg joins Darrell to break down the geopolitical shockwaves following the sudden escalation in Venezuela. The conversation examines how oil, OPEC, China, Russia, rare earths, and gold intersect with a rapidly eroding rules-based order, and what this shift toward power politics could mean for global markets in the years ahead.
Matthew Piepenburg joins Darrell to unpack why gold and silver are surging for all the wrong reasons. The duo explore why precious metals are no longer a trade—but a signal. Piepenburg explains what today’s gold and silver prices are really telling us about the global monetary system, central banks, and the limits of policy intervention.
Brought to you by US Gold Corp (NASDAQ: USAU)
https://www.usgoldcorp.com/
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9
Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26, 2026. Tickets: https://VRICMedia.com
Sign up for Jay’s newsletter at https://2ly.link/211gx
00:00 Intro
01:00 Gold, silver, and the long arc of monetary distrust
03:40 Why soaring metals prices signal systemic stress
05:20 Military spending, debt, and the illusion of stability
08:00 Currency debasement, war, and historical patterns
11:10 The Fed’s dilemma and the limits of monetary policy
14:25 Why the Fed is trapped by debt and bond markets
20:50 Comex, LBMA, and signs of physical metal strain
24:50 100% delivery at Comex and what it really means
27:40 Central banks, gold stacking, and de-dollarization
31:40 Silver volatility, manipulation, and industrial demand
36:40 Gold vs silver: speculation, ratios, and risk
41:15 Why this metals cycle is different from past bull markets
44:30 Buying gold at highs and long-term preservation
49:00 Gold as savings, silver as leverage
51:15 Central banks owning more gold than Treasuries
53:00 Why the 1970s playbook no longer works
Copyright © 2025 Cambridge House International Inc. All rights reserved.
Veteran market strategist Peter Grandich joins Darrell Thomas to dissect the forces driving today’s metal markets. From BRICS de-dollarization and rising geopolitical risk to the structural deficits in gold, silver, and copper. Grandich lays out why he believes $5,000 gold and $100 silver are within reach, why mining equities offer greater upside than bullion, and how passive investing and political instability could reshape markets in 2026.
Patrick Karim of Northstar & Badcharts joins Darrell to break down what’s actually realistic for silver, gold, and platinum using objective chart analysis. Patrick debunks extreme silver price targets and explains why long-term trends still favor precious metals.
Connect with Patrick:
https://northstarbadcharts.com/
https://x.com/badcharts1
Brought to you by US Gold Corp (NASDAQ: USAU)
https://www.usgoldcorp.com/
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9
Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26, 2026. Tickets: https://VRICMedia.com
Sign up for Jay’s newsletter at https://2ly.link/211gx
00:00 – Silver at $500? Stress-testing extreme price targets
02:43 – Why silver would need unprecedented separation from its moving average
05:07 – Is $100 silver realistic?
07:48 – Silver’s multi-decade cup-and-handle breakout
10:11 – How to define low-risk entries (even at higher prices)
13:52 – Gold outlook: rare signals and five-digit targets
17:34 – Platinum’s surge, risk zones, and historical drawdowns
22:59 – Why gold and silver outperform platinum long-term
27:10 – Stocks vs metals: signs of a capital rotation
28:50 – Mining equities vs physical metals divergence
Copyright © 2025 Cambridge House International Inc. All rights reserved.
Brought to you by US Gold Corp (NASDAQ: USAU)
Today, Darrell Thomas is joined by Jay Martin, investor and host of the upcoming VRIC to lay out his framework for investing in commodities heading into 2026, with a focus on silver, copper, and the political forces reshaping global resource markets. Jay also connects commodities to geopolitics, explaining how energy security, dollar dynamics, and supply chains are increasingly driving policy decisions worldwide.
With decades of market observation behind him, Bill Holter joins Darrell to offer a clear-eyed assessment of the forces reshaping gold and silver markets. They discuss sustained supply deficits, the tension between physical metal and paper claims, and what rising delivery demands reveal about confidence in the financial system.
Brought to you by US Gold Corp (NASDAQ: USAU)
https://www.usgoldcorp.com
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9
Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26, 2026. Tickets: https://VRICMedia.com
Mario Innecco and Taylor Kenney believe that a fundamental shift is taking place in the global monetary system and silver's parabolic rise is a sign that the old order is breaking and a new monetary era has begun. The duo unpack the tailwinds driving both silver and gold, along with how they see both metals performing in 2026, and much more.
Sign up for VRIC Host Jay Martin’s newsletter at https://2ly.link/211gx
ITM Trading Youtube: https://www.youtube.com/@itmtrading
ITM Trading: https://www.itmtrading.com
Follow Taylor Kenney on X: https://x.com/taylorkenneyitm
Maneco64 Youtube: https://www.youtube.com/@maneco64
Follow Mario Innecco on X: https://x.com/maneco1964
Copyright © 2025 Cambridge House International Inc. All rights reserved.
00:00 Introduction
00:39 Silver's Incredible Rise
05:12 How Will Silver Perform in 2026?
08:39 Is Silver Overbought?
15:21 Tailwinds Driving Gold
20:41 The Danger of a Rising Gold Price
23:37 Platinum's Quiet Breakout
26:37 Copper Hits All-Time Highs
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