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The Gold Exchange Podcast

Monetary Metalswww.spreaker.com
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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Episodes

From Bubbles to Breakdown — Why You Need Physical Assets Now

In this episode of the Gold Exchange Podcast, financial author and analyst John Rubino joins to break down why the so-called “Everything Bubble” — tech stocks, fiat currencies, real estate, and more — could be dangerously close to popping. Rubino shares why fiat money systems are mathematically doomed, how AI, counterparty risk, and shrinking trust are accelerating the shift to physical assets, and what comes after inflation: default, devaluation, or something worse. Whether you’re holding gold,...

Sep 15, 202552 min

What Investors Need to Know About Gold in an IRA with Henry Yoshida

IRAs and 401(k)s hold over $30 trillion — but most investors have no idea what’s actually inside them. In this episode, Rocket Dollar CEO Henry Yoshida reveals how retirement accounts are being misused, why traditional 60/40 portfolios are breaking down, and how alternative assets like gold, real estate, and private deals are reshaping the future of retirement. We also dive into how billionaires like Peter Thiel and Mitt Romney used retirement structures to build massive tax-free fortunes — and ...

Sep 08, 202550 min

Why Gold is at All-Time Highs with Mario Innecco

In this episode, we sit down with macro strategist Mario Innecco to break down the state of the global economy, the Federal Reserve’s policies, and the bull market in gold. Mario dives deep into the Federal Reserve’s growing influence over markets and how political pressures are shaping monetary decisions in ways we haven’t seen before. We explore the mounting inflation problem, the fragility of debt markets, and why the U.S. dollar’s dominance may be facing unprecedented challenges. Mario also ...

Sep 02, 202556 min

What Investors Need to Know About Taxes on Gold Yield

Discover how gold and silver yield is taxed in the U.S. and abroad, including reporting rules, cost basis, and key documents for accurate filing. Earn a yield on gold, paid in gold: https://buff.ly/Ge4CsEY Earn Interest on Your Gold and Silver with Monetary Metals 🗝️ Open Your Account: https://buff.ly/94XZ4Zf 🏆 Gold Passive Income https://buff.ly/3tMUlFj 🔐 The New Way to Hold Gold https://buff.ly/3xoCgNm 📈 The Case for Gold Yield in Investment Portfolios https://buff.ly/3N0UGco 🧠 How NOT to...

Aug 29, 20258 min

Danielle DiMartino Booth: Trump vs Powell — The Fed War That Could Reshape Markets

If the Federal Reserve is no longer independent that could change everything. In this episode, Danielle DiMartino Booth, former Federal Reserve insider and CEO of QI Research, joins us to break down how politics, policy, and central banking are reshaping markets. If you want to understand how Fed policy impacts inflation, markets, and your portfolio, this is a must-watch. Earn a yield on gold, paid in gold: https://buff.ly/3gmOCDm

Aug 25, 202547 min

Jared Dillian: The Fed Is Politicized — And This Is the Obvious Trade

Earn a yield on gold, paid in gold: https://buff.ly/bx0OsBf Markets, politics, and personal finance collide in this wide-ranging conversation with Jared Dillian. From the growing politicization of the Federal Reserve to investors overconfidence in stock returns, Jared pulls no punches on what investors are getting wrong. Jared also shares his views on global politics, Argentina’s turnaround under Javier Milei, Europe’s chances for outperformance compared to the US, and the end of dollar strength...

Aug 21, 202550 min

Why Tavi Costa is structurally bearish on the dollar

Earn a yield on gold, paid in gold: https://buff.ly/HHz9gai Tavi Costa joins the podcast to discuss his views on the secular bull market in gold and the reason he is structurally bearish on the dollar. We discuss interest rate differentials, how central bank reserves are shifting, and the significance of US monetary and fiscal problems.

Aug 18, 202553 min

Keith Weiner Warns: A 39% Tariff Could Break the U.S. Gold Market

Earn a yield on gold, paid in gold: https://buff.ly/oF5QwQV Washington’s 39% gold tariff threat sent shockwaves through the market — but not in the way most people think. Monetary Metals CEO Keith Weiner breaks down what really happened, why gold prices barely moved, and why the hidden story is in the spreads. Discover how a single ruling nearly froze a major trade route, disrupted market internals, and revealed the unseen risks in the gold market.

Aug 14, 202517 min

Capitalism on Trial: Gene Epstein’s Uncensored Take

Earn a yield on gold, paid in gold: https://buff.ly/WNo8qfa Gene Epstein, founder of the Soho Forum and former economics editor at Barron’s, joins to discuss the intense intellectual battles shaping the future of economics. Gene dives deep into the challenges of hosting debates with some of the most prominent figures in the libertarian and progressive spheres. From the complexities of Modern Monetary Theory (MMT) to the flaws of socialism versus capitalism, Gene shares his thoughts on how these ...

Aug 11, 202553 min

Daniel Lacalle: The Global Economy Has Entered a Dangerous New Era

Earn a yield on gold, paid in gold: https://buff.ly/XqeIE5E In this hard-hitting episode of the Gold Exchange podcast, Daniel Lacalle—Chief Economist at Tressis—exposes the fault lines in today’s global economy. He explains why mimicking U.S. policy is a trap for the rest of the world, why the 60/40 portfolio is no longer viable, and how China’s rise is reshaping the rules for economic superpowers. Lacalle offers a no-nonsense outlook on inflation, monetary policy, and reserve currencies—and whe...

Aug 04, 202556 min

The AI Era and Gold: What Smart Investors Should Know – Axel Merk

Earn a yield on gold, paid in gold: https://bit.ly/3U0fqFX In this episode, Axel Merk—renowned macro investor and founder of Merk Investments which manages over $2 billion in assets—joins us to break down the economic fault lines shaking today’s markets. From exploding U.S. debt and central bank missteps to the enduring power of gold, Axel gives an unfiltered look at what’s really driving inflation, interest rates, and global market dislocation. If you're serious about understanding the macro tr...

Jul 28, 202554 min

Judy Shelton’s Plan to Revive The Dollar With Gold

Earn a yield on gold, paid in gold: https://bit.ly/3IUsHxj What if America backed its debt with gold again? In this powerful episode, economist and former Federal Reserve nominee Judy Shelton shares her bold vision for restoring trust in U.S. money. From a historic rethink of the Treasury's role to issuing gold-convertible "Trust Bonds" timed to America’s 300th anniversary, Shelton challenges decades of monetary policy and calls for a return to lasting value....

Jul 21, 202557 min

What the BBB means for gold prices

Washington just raised the debt ceiling by another $5 trillion — and no one’s even pretending to stop the bleeding. In this episode, Jeff Deist, General Counsel for Monetary Metals, breaks down why America’s fiscal situation just significantly worsened. He exposes the truth behind the “Big Beautiful Bill,” the political theater of debt ceiling debates, and why there’s no longer a party for fiscal conservatives. From the slow decline of U.S. economic power to the myth of growing our way out, this...

Jul 14, 202539 min

Retail Rebellion: Tony Greer Breaks Down the Power Shift in Markets

Tony Greer of TG Macro breaks down the real forces moving the markets — and why most people are looking in the wrong direction. From gold’s fragile breakout to retail’s quiet dominance, Tony exposes the stories that mainstream finance won’t touch. He shares why the investment bank model is dead, how store-of-value trades like oil, gold, and Bitcoin are quietly gaining ground, and why AI tools and prediction markets may offer sharper signals than the Fed or Wall Street.

Jul 07, 202550 min

How States are Fighting for Tax-Free Gold

In this episode, we sit down with Jp Cortez, policy director of the Sound Money Defense League, to expose how the current monetary system was built—and how it’s breaking down. From inflation and taxation to the government’s war on gold and silver, Jp breaks down why your wealth is at risk and what’s being done at the state and federal level to fight back.

Jun 30, 202551 min

Brent Johnson's Dollar Milkshake Just Met Gold with Yield

Brent Johnson joins the Gold Exchange Podcast to talk gold, the dollar, and Triffin's dilemma. He shares why he joined Monetary Metals' Advisory Board, what drives dollar dominance, and the appeal of a Permanent Portfolio.

Jun 23, 202559 min

What Higher for Longer means for Gold and Silver with David Morgan

David Morgan, author of The Morgan Report, joins the podcast to share his insights on gold, silver, and the broader monetary system. He discusses the potential for the gold-to-silver ratio to move back toward historical norms, and examines how the ongoing war on cash may impact precious metals investors.

Jun 16, 202547 min

The Rich Don’t Vault Their Gold — They Profit From It

Mark Pey, Head of Strategic Relationships for Monetary Metals in Dubai, joins the podcast to explore the convergence of crypto and real-world assets like gold. He breaks down how earning a yield on gold, paid in gold, could be the foundation of a new, emerging asset class.

Jun 09, 202548 min

Podcast How to Make Your Gold Work for You

In this episode we sit down with CEO Keith Weiner for an in-depth look at the current gold market, the economic outlook for the remainder of 2025, and the mechanics of earning a yield on gold, paid in gold. He breaks down how gold leasing works, why yields are rising, and what it all means for those looking to put their metal to work.

Jun 02, 20251 hr 1 min

DOGE Is Dead — What the Smart Money Is Watching Now

The era of meme coins is cracking — and what’s left could change everything. Joe Brown breaks down the four paths the economy might take from here: inflation, deflation, a monetary reset, or a return to a gold standard. In this episode, we dive into why crypto isn't the ultimate answer and where the real opportunities are hiding. If you're worried about what’s next… you should be.

May 27, 202555 min

The Fed Can’t See It—But Adrian Day Says Gold Is Reacting

Everyone’s watching stock prices. But the real signals is coming from the data no one’s talking about. From debt maturity walls to increasing margins for gold miners, this interview breaks down the overlooked indicators Adrian Day is watching now. Watch to see what you can do to stay ahead of the next financial shockwave.

May 19, 202558 min

Hidden Signals Are Flashing Red — Will You Ignore Them?

2025 Gold Outlook Report: https://bit.ly/3EIC9Co The stock market has experienced significant turbulence recently. Is the worst behind us? Or could it get a lot worse before all is said and done? No one can say for sure, but multiple key indicators suggest a lot more downside to come.

Apr 28, 20258 min

Gold is Exploding… But this More Important Than Price

025 Gold Outlook Report: https://bit.ly/42lY6Ab Gold just hit $3,300 — but the real shift hasn’t happened yet. In this video, I break down what’s coming next and why most investors won’t see it coming.

Apr 21, 20256 min

The US Gold Market Could Be About to Break — And No One Sees It Coming

Get the 2025 Gold Outlook Report: https://bit.ly/3GaFhr2 Everyone’s talking about gold going up… but no one’s talking about the real risk. In this episode, Keith and Ben break down why tariffs could actually destroy U.S. price discovery—and what that means for investors like us.

Apr 14, 202512 min
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