VRIC Media

Peter Schiff joins Darrell on the show to break down why he believes inflation is re-accelerating, interest rates are heading higher, and the U.S. economy is far more fragile than markets are pricing in. He discusses the Fed’s expanding balance sheet, the growing burden of government debt, the future of Social Security, and why he sees gold, silver, and select mining stocks as critical protection against a weakening dollar and declining purchasing power.

Peter's links:

https://x.com/PeterSchiff

https://schiffradio.com/

https://www.schiffgold.com/

https://europac.com/

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

Sign up for Jay’s newsletter at https://2ly.link/211gx

0:00 — Inflation Is Moving in the Wrong Direction

2:59 — Strait of Hormuz Risks and Higher Energy Prices

5:45 — The Fed’s Balance Sheet Is Expanding Again

7:54 — Inflation Rewards Asset Owners and Hurts Main Street

9:44 — Trump, Affordability, and the Midterm Risk

14:08 — Schiff’s Biggest Critiques of Trump’s Economic Agenda

15:57 — Populism, Democracy, and America’s Political Drift

18:26 — The Global Debt Problem Is Bigger Than Most Realize

23:58 — Hank Paulson’s “Break the Glass” Treasury Warning

24:23 — Why Social Security’s Trust Fund Is Misleading

26:15 — Younger Americans Should Not Count on Social Security

30:20 — Why Schiff Believes Everyone Should Own Gold

32:25 — Gold, Fiat Currency, and the Loss of Purchasing Power

35:32 — The Stock Market Looks Stronger in Dollars Than in Gold

38:31 — Mining Stocks vs. Physical Metals

41:22 — Foreign Currencies, Dollar Risk, and Long-Term Savings

44:31 — Where to Follow Peter Schiff

Copyright © 2025 Cambridge House International Inc. All rights reserved.

Tavi Costa joins Darrell to explain why he believes investors still do not own enough hard assets. He breaks down the debt and money supply pressures driving his macro outlook, why recent geopolitical shocks could keep resource prices elevated, and why he sees copper as one of the most asymmetric opportunities in the metals market today.

Brought to you by US Gold Corp (NASDAQ: USAU)

https://www.usgoldcorp.com/

Follow Tavi:

https://x.com/TaviCosta

https://tavicosta.substack.com/

Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9

Sign up for Jay’s newsletter at https://2ly.link/211gx

00:00 Why Investors Still Need More Hard Assets

04:54 Inflation, War, and the Risk of Higher Resource Prices

09:01 Why U.S. Energy Independence Is More Complicated Than It Looks

12:11 Copper’s Supply Crunch Is Becoming Impossible to Ignore

17:10 How Much Higher Could Copper Go?

20:30 Copper Explorers, Producers, and Where Tavi Sees Opportunity

23:57 Fertilizers, Grains, and the Agricultural Commodity Setup

29:07 Why Lagging Commodity Trades Can Move Fast

33:50 Natural Gas and the Coming Power Demand Problem

39:42 Where to Follow Tavi Costa

Copyright © 2025 Cambridge House International Inc. All rights reserved.

Willem Middelkoop joins Darrell to break down the pressure building across geopolitics, commodities, and global financial markets. He explains why the U.S.–China relationship may be entering a decisive moment, how the BRICS-led challenge to the dollar system fits into his “Big Reset” thesis, and why commodities could become one of the key beneficiaries of inflation, debt stress, and capital rotation.

Follow Willem:

https://x.com/wmiddelkoop

https://www.patreon.com/u84858815

https://substack.com/@wmiddelkoop

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

Sign up for Jay’s newsletter at https://2ly.link/211gx

00:00 - Hormuz, and the Search for an Off-Ramp

06:04 - U.S.–China Relations and the BRICS Challenge

12:55 - Are Markets Ignoring the Real Economic Damage?

19:17 - Inflation, Energy Costs, and Producer Margins

24:18 - Why Royalty and Streaming Companies Stand Out

27:07 - How Willem Is Positioning the Commodity Discovery Fund

32:26 - Stablecoins, Treasuries, and the Future of Private Money

37:13 - Tokenized Gold and the Future of Precious Metals Trading

43:34 - The Commodities Needed to Power the Next Wave of Innovation

47:28 - Gold and Silver Moving from West to East

Copyright © 2025 Cambridge House International Inc. All rights reserved.

Retired U.S. army colonel Douglas Macgregor joins Darrell to discuss the escalating fallout from conflict in the Persian Gulf, the pressure building across multiple sectors and what it could mean for the U.S. economy, global supply chains, and precious metals. Macgregor argues that the crisis has exposed deep weaknesses in U.S. strategy, strengthened Iran’s position with Russia and China, and made hard assets like gold, silver, uranium, copper, and other resources increasingly important.

Follow Douglas:

https://macgregorwarrior.substack.com/

https://www.douglasmacgregor.com/

https://x.com/DougAMacgregor

https://x.com/TheNatConvo

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

Sign up for Jay’s newsletter at https://2ly.link/211gx

0:00 – Operation Epic Fury and the Strait of Hormuz

7:04 – Israel, Lebanon, and the Meaning of a Ceasefire

9:36 – UAE, OPEC, and Shifting Gulf Alliances

12:49 – Iran, U.S. Hegemony, and the New Balance of Power

17:06 – Negotiations, Iran’s Leverage, and Control of the Gulf

23:26 – Trump, China, and America’s Strategic Position

26:22 – Oil, Inflation, Bonds, and the U.S. Debt Problem

30:38 – Why the Debt Crisis Could Arrive Sooner Than Expected

34:46 – Gold, Bitcoin, and Hard Assets in a Crisis

Copyright © 2025 Cambridge House International Inc. All rights reserved.

Lobo Tiggre joins Darrell Thomas to break down why markets are still pushing higher despite the Strait of Hormuz remaining closed, rising inflation pressure, and growing supply chain stress. Lobo explains why fiscal dominance may be forcing capital into risk assets, how gold and silver should be viewed over long timeframes, and why investors should not ignore the risk of a deeper correction.

Follow Lobo:

https://x.com/duediligenceguy

https://independentspeculator.com/

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

Sign up for Jay’s newsletter at https://2ly.link/211gx

00:00 Intro

00:28 Why Are Markets Rising While Hormuz Is Closed?

02:55 How Inflation Changes the Market Setup

06:12 Is Gold Still an Inflation Hedge?

10:28 What Makes This Gold Cycle Different?

16:05 How Hormuz and Protectionism Hit Critical Minerals

20:26 Could Silver Supply Tighten Further?

24:12 What Recession Risk Means for Metals

27:49 Why Uranium Stands Apart in Energy Security

30:54 Uranium’s Independent Market Cycle

32:26 Lobo’s Top Commodity Picks for 2026

35:22 What He Would Buy on a Pullback

37:12 Where to Follow Lobo Tiggre

Copyright © 2025 Cambridge House International Inc. All rights reserved.

Luke Gromen joins Darrell to break down why the Strait of Hormuz remains the dominant force shaping markets right now. He explains why the pressure is moving beyond oil and why gold may ultimately benefit.

Follow Luke:

https://fftt-llc.com/

https://x.com/LukeGromen

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

Sign up for Jay’s newsletter at https://2ly.link/211gx

00:00 Intro

00:30 What Happens if Hormuz Stays Closed?

04:48 How Inflation Becomes a Political Problem

14:18 Who Wins in This Inflationary Environment?

20:31 What Does the UAE Leaving OPEC Mean?

27:19 China, the Yuan, and Sulfuric Acid Restrictions

34:28 How Silver Fits Into the Supply Shock

39:51 The Recession Risk for Metals Investors

42:52 Why Gold Hasn’t Broken Out Yet

45:41 Gold, the S&P, and Measuring Wealth in Hard Money

52:06 Why Liquidity Matters Right Now

Copyright © 2025 Cambridge House International Inc. All rights reserved.

Gold and silver haven’t moved the way people expected—but that’s the surface story. In this conversation, Mario Innecco breaks down what’s actually happening underneath. Western traders are driving short-term sentiment, while real demand keeps building. Silver faces a structural supply deficit just as industrial demand accelerates. Meanwhile, the bigger force is monetary, currencies are being debased, and hard assets are where capital ultimately moves.

Follow Mario:

https://youtube.com/@maneco64?si=ceTH7HOhGGpTRJLO

https://x.com/maneco1964

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

Sign up for Jay’s newsletter at https://2ly.link/211gx

00:00 Metals Outlook

12:09 The Federal Reserve: Policy, Printing, and Control

16:23 Bond Market Signals: Yields, Intervention, and Risk

22:26 The Petrodollar: Is the System Breaking Down?

25:24 Timeline to Crisis: How Long Can This Last?

28:26 The Yen Carry Trade: Why It Matters Globally

33:19 Equities vs Gold: Are Markets Misleading Investors?

35:13 Mining Stocks vs Physical Metals

Copyright © 2025 Cambridge House International Inc. All rights reserved.

Rick Rule and Dr. Mark Thornton join Darrell to break down the forces shaping the next decade in commodities. The conversation moves from immediate geopolitical shocks—like disruptions in the Strait of Hormuz—to deeper structural issues, the panel outlines a long-term case for a commodity supercycle led by energy and metals, with gold positioned as a core store of purchasing power amid monetary expansion.

Dr. Mark Thornton's Links:

https://x.com/DrMarkThornton

https://mises.org/

Rick's Links:

https://x.com/RealRickRule

https://www.ruleinvestmentmedia.com/

https://events.ringcentral.com/events/2026-rule-symposium/registration

https://ruleclassroom.com/

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

Sign up for Jay’s newsletter at https://2ly.link/211gx

0:00 — Does the Strait of Hormuz closure change your investment thesis?

3:20 — How do higher energy prices impact gold and should investors raise cash?

5:53 — Does this conflict reinforce or alter your broader macro outlook?

8:50 — Are we entering a commodity supercycle—and what leads it?

10:20 — Are there parallels to past commodity cycles like the 1970s?

18:10 — What kind of inflation are we seeing—cost-push or monetary?

21:30 — How serious is the U.S. debt trajectory and what does it mean?

31:06 — Where could gold go over the next 5–10 years?

38:05 — What should everyday investors be doing right now?

43:04 — What message matters most for younger generations?

48:20 — What could be wrong with the commodity supercycle thesis?

51:32 — How can academic institutions like the Mises Institute increase their reach online?

56:17 — Closing Thoughts

Copyright © 2025 Cambridge House International Inc. All rights reserved.

David Morgan breaks down a market defined by one thing: uncertainty. With escalating geopolitical tensions, he explains how oil shocks ripple through the entire economy and why that pressure hasn’t yet translated into a sustained breakout in gold and silver. The conversation moves through strategy: managing mining exposure as costs rise, how to hedge risk, and knowing when to take profits. Morgan also steps back to the bigger picture—central bank policy, the direction of the monetary system, and why precious metals still play a role as both protection and optionality in a shifting global financial order.

David's links:

https://x.com/silverguru22

https://www.themorganreport.com/

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

Sign up for Jay’s newsletter at https://2ly.link/211gx

0:00 Intro

0:35 David's Macro Outlook

4:41 Rising Oil Prices and How that Will Affect Miners

8:28 The Fed Balance Sheet and the Price of Metals

11:59 Taking Profits: Equities vs Physical Metals

20:15 Will We See Triple-Digit Silver Again?

24:23 Is the Monetary Order Shifting?

28:43 Surveillance State Concerns

32:58 Stacking and Profit Taking: How Much Should You Keep?

36:17 Thoughts on the Stock Market

40:39 Signals From the Bond Market

45:23 The Role of Cash in Your Portfolio

47:51 The Morgan Report

Copyright © 2025 Cambridge House International Inc. All rights reserved.

Today on the show Andy Schectman tracks a single idea from multiple angles: the breakdown of trust in the financial system and how that’s reshaping capital flows beneath the surface. Andy argues that price action in gold and silver is misleading by design, while institutional behaviour tells the real story. The interview moves from market structure to geopolitics, connecting war, the petrodollar system, and BRICS coordination into one thesis: capital is rotating out of paper promises and into hard assets, regardless of short-term volatility.

Check out Andy's work:

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

https://x.com/MilesFranklinCo

https://milesfranklin.com/

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

Sign up for Jay’s newsletter at https://2ly.link/211gx

0:00 – The Hidden Shift in the Metals Market

15:07 – Nixon’s Gold Shock and the Return of Repatriation

21:10 – Iran, Oil, and the Cracks in the Petrodollar

24:13 – How U.S. Policy Is Driving the Rise of BRICS

28:10 – Iran Testing the Limits of U.S. Military Power

32:40 – Supply Shock Inflation and Fading Treasury Demand

40:13 – Retail vs. Institutions: A Growing Divide

46:00 – Panic Selling and Smart Money Accumulation

49:04 – The Breakdown of the Physical Metals Market

53:52 – Why Big Money Still Sees Higher Gold Prices

56:14 – The Next Catalyst for a Breakout in Metals

Copyright © 2025 Cambridge House International Inc. All rights reserved.