The Gold Exchange Podcast
Welcome to The Gold Exchange, where we untangle market and policy complexity using timeless economic principles.Each episode dives into topics such as economics, monetary policy, investing, and precious metals, among others.If you’re seeking to better understand the present so you can prepare for the future, this podcast is for you.Listen to all episodes here, or simply subscribe today!
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Gold, Bitcoin, and the New Monetary Competition Explained
This discussion with Charlie Morris of ByteTree Asset Management explores how gold, Bitcoin, and broader markets are being shaped by deeper monetary forces rather than short-term narratives. We discuss market cycles, asset volatility, central bank behavior, and why gold continues to reassert itself as a monetary asset during periods of structural stress.<br /><br />Get the 2026 Gold Outlook Report: https://buff.ly/FKEZUPW
Why Passive Investing Is Creating a Market Time Bomb | Mike Green
Mike Green of Simplify Asset Management explains why the real risk in today’s markets isn’t something obvious like the Fed, inflation, or tariffs. Passive investment flows have quietly changed how markets function beneath the surface and have created a major systemic risk.<br />We explore why markets can appear stable while becoming increasingly fragile, why regulators are unable to act, and what this means for investors thinking about risk, liquidity, and capital preservation.<br /><br />Get the 2026 Gold Outlook Report: https://buff.ly/Inmr5tw<br />
2026 Gold Outlook: Monetary Competition, Scarcity Signals & What Comes Next
This episode explores our 2026 gold and silver outlook as monetary competition, debt expansion, and currency debasement intensify. Monetary Metals CEO Keith Weiner explains why gold continues to win the monetary race, how scarcity signals differ from price narratives, and what silver’s recent behavior reveals about real demand. Watch for a grounded macro view of precious metals heading into 2026.<br /><br />Get the 2026 Gold Outlook Report: https://buff.ly/BjyzbPF
Is The Gold Bull Market Over? Keith Weiner Explains
When gold and silver prices drop suddenly, most people rush to blame manipulation or panic. But price alone doesn’t explain what’s really happening beneath the surface. In this episode, Keith Weiner break down what drove the recent gold and silver volatility, how leverage in futures markets amplifies price moves, and why global physical demand tells a very different story than charts alone. Understanding these signals matters if you want to avoid reacting emotionally—and making costly mistakes—during market stress.<br /><br />Get the 2026 Gold Outlook Report free here: https://www.monetary-metals.com/insights/research/gold-outlook-2026-report/
How a Gold Fund Manager Navigates All Metals Markets | Greyson Geiler
Gold and silver prices are hitting new highs, but price alone doesn’t explain what’s really happening in the metals market. In this episode, Greyson Geiler explains why focusing on headlines and price charts can mislead investors, which signals actually matter beneath the surface, and how speculation, central bank behavior, and supply dynamics are changing the risk profile for gold and silver right now. If you’re investing based on price alone, this conversation highlights what you may be missing.<br /><br />Earn a yield on gold, paid in gold: https://buff.ly/2I5jBDv
What Most Gold & Silver Investors Get Wrong According to Jeffrey Christian
Gold and silver prices are rising — but not for the reasons many investors believe. In this episode, Jeffrey Christian breaks down what’s actually driving precious metals, why extreme price targets keep failing, and how supply, recycling, and investor behavior eventually cap rallies. If you’re relying on headlines, shortages, or “silver squeeze” narratives, this conversation may challenge some core assumptions.<br /><br />Earn a yield on gold, paid in gold: https://buff.ly/UGAVlYR
Demand for gold is becoming one-way | Hiren Chandaria explains
In this conversation, Hiren Chandaria breaks down how gold functions differently across regions like India, China, and Turkey, why gold has remained deeply embedded in these economies, and how gold is evolving from a “non-productive asset” into something that can generate yield. We cover why currency debasement keeps gold demand one-way, how cultural behavior around gold shapes markets, and why earning a return in ounces changes the entire gold investment thesis. This episode is about understanding gold beyond headlines — and why much of the world already treats it as money.<br /><br />Earn a yield on gold, paid in gold: https...
Will Trump END All Tariffs? Dr. Art Laffer explains
Most economic debates ignore one basic truth: people respond to incentives.In this episode, Arthur Laffer breaks down why higher taxes often lead to less growth, less revenue, and worse outcomes for everyone—despite good intentions. We dig into the Laffer Curve, real tax data going back decades, trade policy, and why ignoring incentives keeps leading to the same economic failures. This conversation isn’t about politics—it’s about what the evidence actually shows.<br /><br />Earn a yield on gold, paid in gold: https://buff.ly/9n0CK0N
Americans Are Missing the Biggest Monetary Shift in Decades
While gold, silver, and other precious metals hit record highs, most Americans remain focused on paper assets and short-term performance. In this episode, Dana Samuelson explains why global demand for gold is accelerating, why central banks and foreign buyers are leading the move, and why the U.S. public is largely unprepared for the shift underway. This conversation breaks down debt, inflation, geopolitics, and the growing role of physical gold as trust in currencies weakens. If you’ve wondered why gold keeps rising — and why so many people still dismiss it — this episode explains what’s changing beneath the surface.<br /><br...
Why silver demand is exploding with David Morgan
Silver prices are rising rapidly and continuing to break all-time highs — but the real story is more than just rising prices. It’s the stress building underneath the market. In this episode, precious metals expert David Morgan explains why physical silver is being pulled off exchanges, industrial demand is absorbing more physical supply, and prices are breaking out past in a historic bull run. This conversation breaks down why silver behaves differently than gold and why many investors misunderstand what actually drives silver markets. If you’re relying on price charts or headlines alone, you may be missing the bigger pictur...
