The Gold Exchange Podcast

Darius Dale: Why bonds no longer play defense

For decades, investors have relied on a familiar assumption: when markets become uncertain, bonds provide stability. Darius Dale argues that this assumption no longer reflects today's financial reality. If the structural forces that shaped the last forty years have fundamentally changed,...

Chris Whalen on why easy market gains may fade

Chris Whalen argues that investors may be focusing on the wrong risks. While markets remain captivated by AI and expectations for lower interest rates, he believes tighter liquidity, fragile credit markets, and disruptions to global energy supply chains are quietly...

George Gammon on the hidden risks of dollar strength

Many investors worry about a weakening U.S. dollar, but are they watching the wrong risk? In this conversation, George Gammon argues that persistent dollar strength could place growing pressure on foreign economies, disrupt global trade, and create unintended consequences for the...

Doomberg: Why energy abundance may be ahead

In this episode, Doomberg argues that many of today's assumptions about energy scarcity, geopolitical power, and commodity markets are being tested in real time. While conflict in the Middle East has dominated headlines, he sees a different story emerging beneath...

Why does India keep buying gold? | Hiren Chandaria

India remains one of the world's largest sources of gold demand, yet policymakers continue searching for ways to reduce imports and protect the rupee. Why has every attempt to curb gold-buying fallen short? In this episode, Hiren Chandaria explains why gold...

Brent Johnson: How long can dollar dominance last?

Brent Johnson returns to examine the forces he believes continue to underpin dollar dominance, even as confidence in the global monetary system grows more fragile. In this conversation, he explains why geopolitical tensions, liquidity shortages, and the structure of the eurodollar...

Tavi Costa on the next boom in commodities and mining

Tavi Costa believes investors have spent years favoring financial assets while overlooking the industries that supply the resources modern economies depend on. In this episode, the founder of Azoria Capital argues that a new investment cycle is emerging—one driven by resource...

Danielle DiMartino Booth warns of labor market strain

Former Fed insider Danielle DiMartino Booth joins the Gold Exchange Podcast to explain why the economy may be far weaker than headline numbers suggest. She warns that layoffs are accelerating, young workers are being squeezed out of the labor market, and...

Joseph Solis-Mullen on China, debt, and gold

In this episode, Joseph Solis-Mullen joins us for a sweeping conversation on China’s economy, America’s debt spiral, and the growing global appeal of gold. From ghost cities and financial repression to reserve currencies and demographic decline, Joseph cuts through the headlines...

Jeff Snider: Energy shock, dollar shock, and credit shock

In this episode, we sit down with Jeff Snider of Eurodollar University to unpack the hidden forces shaping today’s global economy. From the breakdown of the eurodollar system and the rise of shadow banking to the reality of dollar shortages despite...