VRIC Media

Peter Spina of GoldSeek and SilverSeek argues that rising Treasury yields, persistent inflation, and growing distrust of U.S. debt are strengthening the long-term case for gold and silver. He explains why efforts to control the bond market may only buy policymakers time, why central banks continue shifting toward gold, and why he expects the current precious metals cycle to last for years rather than end with a short-lived spike. Spina also discusses silver’s upside, historically strong mining margins, and why he sees opportunity across producers, developers, and junior exploration companies.

Peter's links:

https://x.com/goldseek

https://goldseek.com/

https://silverseek.com/

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0:00 Kevin Warsh, Jackson Hole, and the Fed narrative

3:31 Treasury intervention and “Operation Twist 2.0”

5:57 Can policymakers really control bond yields?

7:03 Why foreign buyers are shifting from Treasuries to gold

10:05 Will the U.S. inflate away its debt?

12:53 Money supply, gold, and the recent correction

17:46 Why central banks bought the dip

18:13 Silver’s path back toward $100

20:01 Why gold and silver miners are finally outperforming

23:32 Historic profit margins in the mining sector

27:27 Why exploration companies could become M&A targets

28:01 The opportunity in developers

30:52 How long could this precious metals cycle last?

33:35 How close are we to a debt crisis?

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

Alasdair Macleod of Macleod Finance argues that America’s growing debt burden is becoming increasingly difficult to finance as major foreign holders of U.S. Treasuries face problems of their own. He explains why rising bond yields could become a serious threat to the dollar, why attempts to suppress those yields may ultimately weaken the currency further, and why he believes gold and silver will play a much larger role as confidence in government debt deteriorates.

Alasdair's links:

https://x.com/MacleodFinance

https://www.macleodfinance.com/

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0:00 Who finances America’s $40 trillion debt?

1:25 Iran, sanctions, and pressure on the dollar

3:02 Why rising bond yields threaten U.S. finances

5:10 The growing Treasury refinancing problem

7:17 Gold begins moving again

8:05 BRICS and the changing global order

13:36 What a dollar decline means for ordinary people

15:25 Why higher bond yields could hit stocks and housing

20:00 Macleod’s 18-month crisis timeline

22:03 The Fed’s impossible choice

24:07 Why price controls could make things worse

27:05 Are central banks already technically insolvent?

31:27 Japan’s debt problem and Treasury demand

34:30 The carry trade holding up U.S. debt

37:08 Why gold and silver have no counterparty risk

38:46 How high could gold go?

41:15 Where Macleod believes gold should be stored

43:38 Why portfolios remain underexposed to gold

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

Don Durrett of GoldStockData.com argues that rising government debt, stubborn bond yields, and growing intervention in the Treasury market are creating a “doom loop” that could drive gold and silver substantially higher. He explains why he sees gold potentially reaching $7,000–$8,000, why silver could outperform, and why he prefers producers and near-term developers over earlier-stage explorers during this phase of the bull market.

Don's Links:

https://www.goldstockdata.com/

https://x.com/DonDurrett

https://dondurrett.substack.com/

Don's book, How to Invest in Gold and Silver: https://www.amazon.com/How-Invest-Gold-Silver-investors/dp/1427650241/ref=sr_1_3?ie=UTF8&s=books&qid=1291065729&sr=1-3

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0:00 The U.S. debt and bond market “doom loop”

2:39 Why Treasury intervention matters for gold

6:17 Gold’s second major leg higher

8:33 Who is still buying U.S. government debt?

10:01 The Fed is already supporting the bond market

12:22 Inflation, energy, and rising interest costs

15:09 Why the Fed’s traditional tools are failing

21:30 Don’s roadmap for $8,000 gold

23:10 When Don plans to sell his miners

26:58 How high could silver go?

30:18 M&A and the outlook for mining stocks

31:04 Why Don prefers producers and developers

37:08 How far from production is too far?

40:07 How Don manages a 171-stock portfolio

42:48 Finding high-leverage mining stocks

46:17 Why mining stocks can still go wrong

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

Michael Oliver of Momentum Structural Analysis argues that the next major financial crisis may center on government debt rather than banks or private credit. He explains why rising long-term yields and intervention in the Treasury market could signal growing stress in government bonds, why gold and silver are beginning to reassert their long-term trends, and why commodities remain historically cheap relative to the growth in the money supply. Oliver also outlines a major technical breakout he is watching in gold and silver miners that he believes could lead to substantial outperformance versus gold itself.

Check out Momentum Structural Analysis:

https://www.olivermsa.com/

https://x.com/Oliver_MSA

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0:00 Is the government bond market the next crisis?

1:06 Treasury intervention and the debt problem

4:59 How this crisis differs from 2008

8:28 Why oil and commodities remain historically cheap

15:49 The limits of government intervention in oil

18:35 Gold’s momentum turns higher

23:06 Why this gold rally may be different

24:16 Silver confirms the same bullish setup

27:32 The bond market is becoming the real problem

31:00 Why financial stocks could be vulnerable

32:16 The major breakout developing in gold miners

35:13 Why miners could dramatically outperform gold

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

Justin Huhn of Uranium Insider argues that the uranium market is moving toward a serious supply problem as utilities contract fuel into the early-to-mid 2030s while many of the mines needed to meet that demand have yet to begin construction. He explains why long-term uranium prices are rising, why the biggest pinch point may ultimately be uranium itself rather than conversion or enrichment, and how new reactor construction in the U.S. and abroad could tighten the market further.

Check out Uranium Insider:

https://x.com/uraniuminsider

https://www.uraniuminsider.com/

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0:00 The uranium supply squeeze

1:02 Why Justin is bullish on the sector

4:49 Uranium demand could double by 2040

6:31 The supply deficit investors should focus on

8:14 Why the early 2030s matter right now

11:35 U.S. plans to massively expand nuclear power

19:19 Europe’s heat waves and nuclear capacity

23:28 Uranium Royalty’s Sweetwater acquisition

28:07 The debt behind the Sweetwater deal

29:17 Why Wyoming matters for uranium

32:01 Conversion, enrichment, and the fuel cycle

36:03 Why uranium may be the real bottleneck

40:32 NexGen Energy begins construction at Arrow

42:09 BHP’s interest in NexGen

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

Taylor Kenney, host of Taylor Made Economics at ITM Trading, argues that the U.S. is entering the late stages of a historic debt and monetary cycle. She explains why rising bond yields and nearly $40 trillion in debt could force another major round of money printing, why central banks are moving toward physical gold, and how weakening confidence in U.S. Treasuries could accelerate the shift away from the dollar.

Follow Taylor:

https://x.com/taylorkenneyitm

https://www.itmtrading.com/

https://www.youtube.com/@itmtrading

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0:00 Is the U.S. debt cycle reaching a breaking point?

1:03 Why Taylor doubts the Fed’s hawkish narrative

3:27 Changing how inflation is measured

4:38 Rising bond yields and the cost of U.S. debt

6:39 Where we are in the monetary cycle

9:12 Why central banks are moving back into gold

13:03 Can confidence in the dollar be restored?

15:47 BRICS and the move away from the dollar

17:37 Japan’s yen crisis and U.S. Treasury risk

21:15 Why monetary intervention keeps expanding

23:05 The affordability crisis

26:02 Falling trust and growing political instability

28:44 Universal basic income and the digital dollar

32:49 How physical gold fits into a digital system

35:08 Preparing for greater financial instability

36:14 The race to $40 trillion in U.S. debt

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

Dale Whitaker, accountant and author of The Gold Grift, explains how certain precious metals dealers can use fear, high-pressure sales tactics, exclusive coins, and opaque pricing to extract huge margins from investors—particularly those rolling retirement savings into gold IRAs.

Dale's links:

https://x.com/dalewhitakerwa

https://www.dalewhitaker.com/

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0:00 Dale Whitaker’s background in precious metals

4:12 Why he wrote The Gold Grift

4:55 How fear is used to sell precious metals

6:10 The transaction that made him blow the whistle

8:22 Markups versus spreads explained

10:00 How “exclusive” coins create pricing power

12:16 Why gold IRA investors are targeted

14:55 Why common bullion is harder to overcharge

18:31 Collectible coins versus IRA precious metals

23:07 The most shocking scams Dale uncovered

25:45 How much investors may be losing

29:27 How to protect yourself when buying gold or silver

32:36 Red flags that should make you walk away

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

Dr. Mark Thornton of the Mises Institute argues that the Federal Reserve’s real priority is protecting government financing and the financial system, not simply fighting inflation. He explains why Kevin Warsh may prove less hawkish than expected, why gold reflects declining confidence in fiat money, and why another crisis could force the Fed back toward aggressive easing.

Check out the Mises Institute: https://mises.org/

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0:00 Is the Fed’s hawkish narrative misleading investors?

2:04 Why Mark Thornton doubts Kevin Warsh will stay hawkish

4:11 The Fed’s real mandate: debt, banks, and Wall Street

7:23 Why rising gold threatens confidence in the system

10:27 The Fed’s confidence game

14:46 Is the gold really in Fort Knox?

20:38 Why younger Americans are losing faith in government

26:41 Why Washington cannot stop spending

30:07 The biggest misconceptions about capitalism

34:15 Taxing the rich versus cutting government spending

39:29 What happens to Social Security?

40:20 Why Americans need better ways to save

45:48 Is there still hope for the system?

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

Rick Rule, longtime natural resource investor, argues that one of the biggest opportunities in mining may be developing behind the scenes in the copper sector. He explains why major copper producers could need roughly $250 billion just to maintain current production, why that capital shortfall could create a major financing boom for royalty and streaming companies, and why firms such as Wheaton Precious Metals and Franco-Nevada may be among the biggest beneficiaries. Rule also discusses gold, interest rates, M&A targets, how he evaluates junior mining acquisitions, and where he sees opportunity across gold, silver, copper, and uranium royalties.

Rick's links:

https://x.com/RealRickRule

https://www.ruleinvestmentmedia.com/

https://www.rulesymposium.com

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0:00 The $250 billion copper funding problem

1:58 Gold, interest rates, and the next move

4:21 Can the Fed keep suppressing rates?

5:58 Yield curve control and long-term Treasuries

8:07 China and the future of gold trading

10:09 How Rick is positioning in gold equities

14:52 What Rick looks for in M&A targets

19:21 When early-stage discoveries become buyout candidates

22:37 The opportunity and risks in Seabridge Gold

25:15 Which majors face the biggest depletion problem?

26:31 Rick’s view on the Contango–Dolly Varden deal

30:27 Why royalty and streaming deals matter so much

31:10 The coming copper financing boom

35:35 Why most investors are missing this trend

40:08 The outlook for copper royalty companies

41:05 Uranium Royalty and the Sweetwater acquisition

43:18 Red flags to watch in royalty M&A

45:29 Where to follow Rick Rule

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

Dave Collum, professor at Cornell University, argues that today’s market is not facing a single speculative excess but multiple bubbles stacked on top of one another. He explains why he believes the AI boom could unravel quickly, why platinum remains one of his preferred commodity trades, and why gold continues to play a major role in his portfolio. Collum also discusses the possibility of a more hawkish Federal Reserve, the relationship between interest rates and housing affordability, and why decades of cheap money could ultimately end in a painful economic reset.

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0:00 Multiple bubbles are stacking up

2:43 Why the AI boom could break quickly

7:13 Could AI starve the rest of the economy of capital?

11:31 Why Dave is bullish on platinum

15:03 Gold, silver, and Dave’s portfolio strategy

16:30 Why he started buying gold in the 1990s

23:25 How high could gold ultimately go?

25:10 Why Kevin Warsh could be “Volcker 2.0”

29:53 Higher rates, housing, and the next generation

33:22 Why homebuilders may already see trouble coming

37:57 How credit booms end in deflationary busts

43:14 Could AI IPOs mark the market peak?

45:27 Politics, Iran, and America’s changing global position

51:11 How Dave thinks investors should prepare

54:50 Dave’s next annual outlook

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