Nuggets
BookmarksCollections
Sign inCreate account
About UsTerms of usePrivacy policyDisclaimerCopyright & Takedown PolicyCommunity GuidelinesCookie PolicyContact

© 2026 Nuggets

AllMarketsTechDivesLeadershipGeo
All(3,390)MarketsMarket Pulse(774)TechTech x VC(1,161)DivesDeep-Dives(1,033)Leadership(312)GeoGeopolitics(511)
Global(950)India(83)
Global(950)India(83)
Global(950)India(83)

Filters

1 selected

Content format0/5

Subject domain0/9

Subtopic1/22

Source0/9

1 filters applied

Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 24 of 60

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 24 of 60

Being Short Your Government: The Real Case for Gold & Silver | 23 Jun 2026 | The Master Investor Podcast with Wilfred Frost

> "this is about being short the behavior of your of your government i mean if you think they're going to be disciplined and they're going to look after you... then don't do it." - **Ned Naylor-Leyland** [[00:00:00](https://youtu.be/8xWhfSGrO50?si=q73wXP_S4Jn7VklN&t=0h0m0s)] > "gold is the risk-free of the system always has been but things changed dramatically... when vulkar took rates of 20% we entered a system…

Jun 23, 2026·Commodities
Being Short Your Government: The Real Case for Gold & Silver | 23 Jun 2026 | The Master Investor Podcast with Wilfred Frost

Peter Schiff vs Jim Rickards: Monetary Endgame Debate | 10 May 2026 | GoldRepublic Global

_Note: Recorded December 7, 2025 at GoldRepublic's headquarters as part of our 15-year anniversary series "The Future of Gold."_ > "Blockchain doesn't replace gold. It actually improves gold. It makes gold more useful as money than it was in the past... Once you tokenize it, it does everything Bitcoin does except it does it better, faster, and cheaper." - **Peter Schiff**…

Jun 1, 2026
·Gold
Peter Schiff vs Jim Rickards: Monetary Endgame Debate | 10 May 2026 | GoldRepublic Global

Peter Schiff, Jim Rickards, Willem Middelkoop, Edin Mujagic: Global Sovereign Debt Crisis | GoldRepublic

_Note: Recorded December 7, 2025 at GoldRepublic's headquarters as part of the 15-year anniversary series "The Future of Gold." Published on 20 May 2026._ > "You know, 81 years after the the start of the Breton Woods conference, which was the start of the dollar system... we entered the big reset." - **Willem Middelkoop** [[00:02:05](https://youtu.be/Weey6PMji54?t=00h02m05s)] > "Printing money is practically…

May 21, 2026·Currencies & FX
Peter Schiff, Jim Rickards, Willem Middelkoop, Edin Mujagic: Global Sovereign Debt Crisis | GoldRepublic

James Rickards on the war in Iran and a fragile money system | Making Money Matter

> "In effect anything can be money as long as it, as long as there's one element which is trust." - **James Rickards** [[00:03:04](https://youtu.be/0pN5SR95EQY?si=yz-7kjoBi52PgfoS&t=3m4s)] > "We're at the point where we don't even know what money is anymore." - **James Rickards** [[00:06:35](https://youtu.be/0pN5SR95EQY?si=yz-7kjoBi52PgfoS&t=6m35s)] > "The idea that the stock market is an efficient process... is…

Apr 14, 2026·Currencies & FX
James Rickards on the war in Iran and a fragile money system | Making Money Matter

Understanding the Rise and Recent Fall in Gold Prices | Torsten Slok's The Daily Spark | Apollo Global

**Apollo**: The chart book (available [here](https://www.apollo.com/content/dam/apolloaem/pdf/daily-spark/2026/apr/6/Gold-040626-2026-04-06-1775473431.pdf)) looks at why gold prices have increased so much since 2022, and why they have declined more recently. **Reasons why gold prices started going up in 2022:** - Central bank buying driven by de-dollarization because of sanctions when Russia invaded Ukraine -…

Apr 8, 2026·Apollo
Understanding the Rise and Recent Fall in Gold Prices | Torsten Slok's The Daily Spark | Apollo Global

Jeffrey Gundlach on U.S. Debt, Private Credit and Gold | The Julia La Roche Show

> "Because our debt burden and the way we're financing the government with $2 trillion of deficits here since it's completely untenable, something has to give. If something is untenable, it has to stop." - **Jeffrey Gundlach** [[00:00:03](https://www.youtube.com/watch?v=w70pXOAtxE0&t=0h0m3s)] > "I've been of the opinion that the secular decline in interest rates would definitely be over for long-term interest…

Apr 1, 2026·Equity
Jeffrey Gundlach on U.S. Debt, Private Credit and Gold | The Julia La Roche Show

BlackRock’s Hambro on Gold, Oil and the Next the Commodity Cycle | Bloomberg Podcasts

> "There is likely to be this rotation of capital back towards areas that are geopolitically important, industrially important, and are kind of the backbones of the global economy, away from areas that maybe have some threats to their business model." - **Evy Hambro** [[00:14:05](https://youtu.be/yjJPCuKwhp4?si=jxi-Q6gIkk2Swdy3&t=0h14m5s)] > "You know the ongoing devaluation of paper currencies... means more…

Mar 31, 2026·Blackrock
BlackRock’s Hambro on Gold, Oil and the Next the Commodity Cycle | Bloomberg Podcasts

Marc Friedrich: Is the system collapsing? | Macroscopic EP.1 | GoldRepublic Global

> "we are at the brink of a total collapse of the whole system" - **Marc Friedrich** [[00:01:13](https://youtu.be/qCndlsHG7nw?si=fWMuSmJu1sRwTO-m&t=1m13s)] > "every crisis since the late 80s Greenspan started it Bernanke all of the FED chairmen did the same... they never solved the problems they're always just put money on it and pushed it in the future" - **Marc Friedrich**…

Mar 26, 2026·Currencies & FX
Marc Friedrich: Is the system collapsing? | Macroscopic EP.1 | GoldRepublic Global

Francis Hunt, Brent Johnson, Michael Every, Whitney Baker: Global Monetary Reset

> "power is what matters if you can make bullets and guns and the other side's got good arguments" - **Michael Every** [[00:00:34](https://youtu.be/zOdJYlh6eOA?si=IdCmMARrv9EtY7yy&t=0h0m34s)] > "if we have the Titanic snap and technically it splits in two and part of the ship actually goes higher as part of sinking that's a technical irrelevance to me where the light boats is the question gold is the lifeboats" -…

Mar 24, 2026·Currencies & FX
Francis Hunt, Brent Johnson, Michael Every, Whitney Baker: Global Monetary Reset

Peter Schiff: Inflation Is Going to Double Digits — The Fed Can't Stop It

> "Inflation is going to continue to accelerate... Inflation is going to go into the double digits and who knows it may even go into the triple digits..." - **Peter Schiff** [[00:09:32](https://youtu.be/0lpTkXx79zA?si=V1h2UNl5qbzHp0vt&t=0h9m32s)] > "If we kept track of unemployment and inflation... the way we did in the 70s, you would have to double pretty much both the unemployment rate and the inflation rate..."…

Mar 19, 2026·Gold
Peter Schiff: Inflation Is Going to Double Digits — The Fed Can't Stop It

Dollar vs Gold : Brent Johnson, Whitney Baker, Izabella Kaminska, John Butler

> "If governments wanted to go to gold they already could... the only thing that matters is the capital stack of fiat." - **Brent Johnson** [[00:18:15](https://www.youtube.com/watch?v=ZOOAACDLXfU&t=0h18m15s)] > "Gold is the natural historical hedge against... credit excess that may be used to finance wars that are destructive of the capital stock." - **John Butler**…

Mar 18, 2026·all-in-podcast
Dollar vs Gold : Brent Johnson, Whitney Baker, Izabella Kaminska, John Butler

Boom and bust of the recent silver and gold rush: the role of leveraged retail investors | BIS

> BIS: After a strong rally in 2025 and early 2026, gold and silver prices reversed abruptly in late January and February 2026. Retail-driven exuberance set the stage for outsize moves. Leveraged ETF rebalancing and margin calls amplified the swings. [https://bit.ly/4sdeNsd](https://t.co/5cjUwb1V1G)

Mar 18, 2026·Commodities
Boom and bust of the recent silver and gold rush: the role of leveraged retail investors | BIS

You asked, we answered: Are we running out of gold? | 12 March, 2026 | World Gold Council

> Will we eventually run out of gold? There are two parts related to this question – the broader gold supply and mined production. Our answer to both is: ***not likely***. > First, we are not likely to run out of ***gold supply***. There are two major parts to supply: recycled gold and mined gold. While mined gold may be plateauing as noted previously, recycled gold supply comes from various sectors. As shown in…

Mar 14, 2026·Commodities
You asked, we answered: Are we running out of gold? | 12 March, 2026 | World Gold Council

The Rebirth of Mining | Feb 19, 2026 | Tavi Costa

Following is an excerpt from the substack. For the entire substack article visit - [The Rebirth of Mining](https://open.substack.com/pub/tavicosta/p/the-rebirth-of-mining?utm_campaign=post-expanded-share&utm_medium=web) > Neither the macro regime nor industry fundamentals point to late-stage conditions. Seen through this lens, recent price moves in hard assets are not signs of excess. They are the opening act of a…

Mar 1, 2026·Blog / Article
The Rebirth of Mining | Feb 19, 2026 | Tavi Costa

Jeff Currie – The "global oversupply myth" and return of the old economy | EA Forum Ep. 15

> "The short is out. The market is net long now for the first time in nearly a year and I think they've given up the ghost of the glut." — **Jeff Currie** (Discussing shifting sentiment in oil markets) [00:00:19](https://youtu.be/x3prbJtkQc8?t=19s) > "I wrote this piece comparing the shale revolution to the AI boom. People forget that in 2013 and 2014, energy could do no wrong... and people hated tech." — **Jeff…

Feb 21, 2026·Commodities
Jeff Currie – The "global oversupply myth" and return of the old economy | EA Forum Ep. 15

Gold and Rates Correlation Breakdown | Torsten Slok's 'The Daily Spark' | February 9, 2026

Much to the frustration of the quant community, when the Fed started raising interest rates in 2022, the strong correlation between gold and real rates broke down, see chart. It tells the market that **when inflation and rates are high**, investors begin to take other factors into consideration when they price future outcomes, and this has been particularly pronounced for the price of gold. In other words, **quant…

Feb 19, 2026·Apollo
Gold and Rates Correlation Breakdown | Torsten Slok's 'The Daily Spark' | February 9, 2026

https://www.gspublishing.com/content/research/en/reports/2026/02/08/531d73dd-fd3f-4647-9841-46e2261e4f4c.html

*Gold ETF allocations in US private sector financial portfolios at only ~0.2%. Estimate that each 1bp increase in Gold’s Share of US Financial Portfolios should lifts Gold Price by About 1.5%. #GS*

Feb 19, 2026·Gold
https://www.gspublishing.com/content/research/en/reports/2026/02/08/531d73dd-fd3f-4647-9841-46e2261e4f4c.html

https://www.gspublishing.com/content/research/en/reports/2026/02/08/531d73dd-fd3f-4647-9841-46e2261e4f4c.html

*The Rise in Silver ETF Demand Has Reduced Available Inventory in London, Contributing to High and Volatile Prices*

Feb 19, 2026·Silver
https://www.gspublishing.com/content/research/en/reports/2026/02/08/531d73dd-fd3f-4647-9841-46e2261e4f4c.html

https://www.gspublishing.com/content/research/en/reports/2026/02/08/531d73dd-fd3f-4647-9841-46e2261e4f4c.pdf

*Nearly All Gold Ever Mined Still Exists, And This Above-Ground Stock Dwarfs Annual Mine Production #Gold #GoldmanSachs*

Feb 19, 2026·Gold
https://www.gspublishing.com/content/research/en/reports/2026/02/08/531d73dd-fd3f-4647-9841-46e2261e4f4c.pdf

The Boost From the Hard Assets Rotation | Goldman Sachs Research | Commodities | 8 February 2026

> "**High for longer**. Our analysis suggests that the investor rotation in hard assets can keep several metals prices high for longer, including above what physical fundamentals justify, which we think is the case right now for copper." **Overview** > This report analyzes the impact of the "**Hard Assets Rotation**"—a shift where active investors move capital from "**soft assets**" (equities and bonds) into…

Feb 19, 2026·Commodities
The Boost From the Hard Assets Rotation | Goldman Sachs Research | Commodities | 8 February 2026

https://x.com/LukeGromen/status/2022694089377091903?s=20

*History of #Gold Standard In America | #Money #Currency*

Feb 16, 2026·Currency
https://x.com/LukeGromen/status/2022694089377091903?s=20

Still Bullish on Gold | The Markets | Goldman Sachs

> *"Private investors joined central banks in competing for the same limited gold bullion."* — **Lina Thomas** (Discussing the drivers of the **2025** gold rally) [[00:00:42](https://youtu.be/DDDRYZqZU2I?t=42)] > *"The debasement trade is basically where the volatility is coming from... worries around fiscal sustainability in a lot of Western economies."* — **Lina Thomas** (Explaining the psychological drivers…

Feb 13, 2026·Commodities
Still Bullish on Gold | The Markets | Goldman Sachs

https://x.com/RonStoeferle/status/2021616719291166766?s=20

*Cumulative inflows by asset class : #Cash [$5.0tn], #Stocks [$3.0tn], #Bonds [$2.4tn], #Gold [$128bn] #Perspectives #Gold #BofA*

Feb 12, 2026·Gold
https://x.com/RonStoeferle/status/2021616719291166766?s=20

https://x.com/baldguymoney/status/2020652973626671551?s=20

*#Silver #Sprott*

Feb 9, 2026·Silver
https://x.com/baldguymoney/status/2020652973626671551?s=20
Source
CommoditiesGold & SilverMarkets & Investments
+11 more tag
Podcast

Being Short Your Government: The Real Case for Gold & Silver | 23 Jun 2026 | The Master Investor Podcast with Wilfred Frost

"this is about being short the behavior of your of your government i mean if you think they're going to be disciplined and they're going to look after you... then don't do it." - Ned Naylor-Leyland [00:00:00]

"gold is the risk-free of the system always has been but things changed dramatically... when vulkar took rates of 20% we entered a system…

View Full Article
UJ
Jun 23, 2026
Source
GoldGold & SilverMacro / Economics
+11 more tag
Podcast
Source
Currencies & FXDollar, Money & CurrencyGold & Silver
+22 more tags
Source
Currencies & FXGoldGold & Silver
+33 more tags
Macro / Economics
Source
Apollo
Source
EquityFixed IncomeGold & Silver
+44 more tags
Markets & Investments
Source
BlackrockCommoditiesCrude Oil & Energy
+77 more tags
Finance
Source
Currencies & FXCurrencyDollar, Money & Currency
+88 more tags
Economics
Source
Currencies & FXDollarDollar, Money & Currency
+77 more tags
Economics
Source
GoldGold & SilverInvestment
+66 more tags
Macro / Economics
Source
all-in-podcastCurrencies & FXCurrency
+99 more tags
Dollar
Source
CommoditiesGoldGold & Silver
+44 more tags
Source
CommoditiesGoldGold & Silver
Source
Blog / Article
Source
CommoditiesCrude Oil & EnergyEnergy
+77 more tags
Gold
Source
ApolloCommoditiesFinance
+66 more tags
Source
GoldCommoditiesMacro / Economics
Source
SilverCommoditiesMacro / Economics
Source
GoldMacro / EconomicsCommodities
Source
CommoditiesCrude Oil & EnergyEnergy
Source
CurrencyGoldFinance
+44 more tags
Source
CommoditiesFinanceGold
+55 more tags
Gold & Silver
Source
GoldInvestmentsMacro / Economics
+55 more tags
Source
SilverCommoditiesMacro / Economics
+33 more tags

Peter Schiff vs Jim Rickards: Monetary Endgame Debate | 10 May 2026 | GoldRepublic Global

Note: Recorded December 7, 2025 at GoldRepublic's headquarters as part of our 15-year anniversary series "The Future of Gold."

"Blockchain doesn't replace gold. It actually improves gold. It makes gold more useful as money than it was in the past... Once you tokenize it, it does everything Bitcoin does except it does it better, faster, and cheaper." - Peter Schiff…

View Full Article
UJ
Jun 1, 2026
Macro / Economics
Podcast

Peter Schiff, Jim Rickards, Willem Middelkoop, Edin Mujagic: Global Sovereign Debt Crisis | GoldRepublic

Note: Recorded December 7, 2025 at GoldRepublic's headquarters as part of the 15-year anniversary series "The Future of Gold." Published on 20 May 2026.

"You know, 81 years after the the start of the Breton Woods conference, which was the start of the dollar system... we entered the big reset." - Willem Middelkoop [00:02:05]

"Printing money is practically…

View Full Article
UJ
May 21, 2026
Markets & Investments
Podcast

James Rickards on the war in Iran and a fragile money system | Making Money Matter

"In effect anything can be money as long as it, as long as there's one element which is trust." - James Rickards [00:03:04]

"We're at the point where we don't even know what money is anymore." - James Rickards [00:06:35]

"The idea that the stock market is an efficient process... is…

View Full Article
UJ
Apr 14, 2026
Gold
Gold & Silver
+22 more tags
Markets & InvestmentsReport, Blogs & Insights

Understanding the Rise and Recent Fall in Gold Prices | Torsten Slok's The Daily Spark | Apollo Global

Apollo: The chart book (available here) looks at why gold prices have increased so much since 2022, and why they have declined more recently.

Reasons why gold prices started going up in 2022:

  • Central bank buying driven by de-dollarization because of sanctions when Russia

invaded Ukraine

-…

View Full Article
UJ
Apr 8, 2026
Podcast
Private Credit
US

Jeffrey Gundlach on U.S. Debt, Private Credit and Gold | The Julia La Roche Show

"Because our debt burden and the way we're financing the government with $2 trillion of deficits here since it's completely untenable, something has to give. If something is untenable, it has to stop." - Jeffrey Gundlach [00:00:03]

"I've been of the opinion that the secular decline in interest rates would definitely be over for long-term interest…

View Full Article
UJ
Apr 1, 2026
Gold & Silver
Investing
Macro / Economics
Markets & Investments
Podcast
Wall Street

BlackRock’s Hambro on Gold, Oil and the Next the Commodity Cycle | Bloomberg Podcasts

"There is likely to be this rotation of capital back towards areas that are geopolitically important, industrially important, and are kind of the backbones of the global economy, away from areas that maybe have some threats to their business model." - Evy Hambro [00:14:05]

"You know the ongoing devaluation of paper currencies... means more…

View Full Article
UJ
Mar 31, 2026
Finance
Gold
Gold & Silver
Macro / Economics
Macros
Markets & Investments
Podcast

Marc Friedrich: Is the system collapsing? | Macroscopic EP.1 | GoldRepublic Global

"we are at the brink of a total collapse of the whole system" - Marc Friedrich [00:01:13]

"every crisis since the late 80s Greenspan started it Bernanke all of the FED chairmen did the same... they never solved the problems they're always just put money on it and pushed it in the future" - Marc Friedrich…

View Full Article
UJ
Mar 26, 2026
Finance
Gold & Silver
Macro / Economics
Macros
Markets & Investments
Podcast

Francis Hunt, Brent Johnson, Michael Every, Whitney Baker: Global Monetary Reset

"power is what matters if you can make bullets and guns and the other side's got good arguments" - Michael Every [00:00:34]

"if we have the Titanic snap and technically it splits in two and part of the ship actually goes higher as part of sinking that's a technical irrelevance to me where the light boats is the question gold is the lifeboats" -…

View Full Article
UJ
Mar 24, 2026
Macros
Markets & Investments
Monetary Policy
Peter Schiff
Podcast

Peter Schiff: Inflation Is Going to Double Digits — The Fed Can't Stop It

"Inflation is going to continue to accelerate... Inflation is going to go into the double digits and who knows it may even go into the triple digits..." - Peter Schiff [00:09:32]

"If we kept track of unemployment and inflation... the way we did in the 70s, you would have to double pretty much both the unemployment rate and the inflation rate..."…

View Full Article
UJ
Mar 19, 2026
Dollar, Money & Currency
Economics
Finance
Gold
Gold & Silver
Macros
Markets & Investments
Podcast

Dollar vs Gold : Brent Johnson, Whitney Baker, Izabella Kaminska, John Butler

"If governments wanted to go to gold they already could... the only thing that matters is the capital stack of fiat." - Brent Johnson [00:18:15]

"Gold is the natural historical hedge against... credit excess that may be used to finance wars that are destructive of the capital stock." - John Butler…

View Full Article
UJ
Mar 18, 2026
Macro / EconomicsMarkets & InvestmentsReport, Blogs & InsightsSilver

Boom and bust of the recent silver and gold rush: the role of leveraged retail investors | BIS

BIS: After a strong rally in 2025 and early 2026, gold and silver prices reversed abruptly in late January and February 2026. Retail-driven exuberance set the stage for outsize moves. Leveraged ETF rebalancing and margin calls amplified the swings. https://bit.ly/4sdeNsd

View Full Article
UJ
Mar 18, 2026
+4
4 more tags
Macro / EconomicsMarkets & InvestmentsReport, Blogs & InsightsReports

You asked, we answered: Are we running out of gold? | 12 March, 2026 | World Gold Council

Will we eventually run out of gold? There are two parts related to this question – the broader gold supply and mined production. Our answer to both is: not likely.

First, we are not likely to run out of gold supply. There are two major parts to supply: recycled gold and mined gold. While mined gold may be plateauing as noted previously, recycled gold supply comes from various sectors. As shown in…

View Full Article
UJ
Mar 14, 2026
Commodities
Gold
+55 more tags
Gold & SilverMacro / EconomicsMarkets & InvestmentsReport, Blogs & InsightsSubstack

The Rebirth of Mining | Feb 19, 2026 | Tavi Costa

Following is an excerpt from the substack. For the entire substack article visit - The Rebirth of Mining

Neither the macro regime nor industry fundamentals point to late-stage conditions. Seen through this lens, recent price moves in hard assets are not signs of excess. They are the opening act of a…

View Full Article
UJ
Mar 1, 2026
Gold & Silver
Jeff Currie
Macro / Economics
Markets & Investments
Oil
Podcast

Jeff Currie – The "global oversupply myth" and return of the old economy | EA Forum Ep. 15

"The short is out. The market is net long now for the first time in nearly a year and I think they've given up the ghost of the glut." — Jeff Currie (Discussing shifting sentiment in oil markets) 00:00:19

"I wrote this piece comparing the shale revolution to the AI boom. People forget that in 2013 and 2014, energy could do no wrong... and people hated tech." — **Jeff…

View Full Article
UJ
Feb 21, 2026
GoldGold & SilverMacro / EconomicsMarkets & InvestmentsMonetary PolicyReport, Blogs & Insights

Gold and Rates Correlation Breakdown | Torsten Slok's 'The Daily Spark' | February 9, 2026

Much to the frustration of the quant community, when the Fed started raising interest rates in 2022, the strong correlation between gold and real rates broke down, see chart.

It tells the market that when inflation and rates are high, investors begin to take other factors into consideration when they price future outcomes, and this has been particularly pronounced for the price of gold. In other words, **quant…

View Full Article
UJ
Feb 19, 2026
+4
4 more tags
FinanceReport, Blogs & InsightsMarkets & InvestmentsGold & Silver

https://www.gspublishing.com/content/research/en/reports/2026/02/08/531d73dd-fd3f-4647-9841-46e2261e4f4c.html

Gold ETF allocations in US private sector financial portfolios at only ~0.2%. Estimate that each 1bp increase in Gold’s Share of US Financial Portfolios should lifts Gold Price by About 1.5%. #GS

View Full Article
UJ
Feb 19, 2026
+5
5 more tags
FinanceGoldReport, Blogs & InsightsMarkets & InvestmentsGold & Silver

https://www.gspublishing.com/content/research/en/reports/2026/02/08/531d73dd-fd3f-4647-9841-46e2261e4f4c.html

The Rise in Silver ETF Demand Has Reduced Available Inventory in London, Contributing to High and Volatile Prices

View Full Article
UJ
Feb 19, 2026
+4
4 more tags
FinanceReport, Blogs & InsightsMarkets & InvestmentsGold & Silver

https://www.gspublishing.com/content/research/en/reports/2026/02/08/531d73dd-fd3f-4647-9841-46e2261e4f4c.pdf

Nearly All Gold Ever Mined Still Exists, And This Above-Ground Stock Dwarfs Annual Mine Production #Gold #GoldmanSachs

View Full Article
UJ
Feb 19, 2026
+10
10 more tags
FinanceGoldGold & SilverGoldmans SachsMacro / EconomicsMarkets & InvestmentsOilReportReport, Blogs & InsightsWall Street

The Boost From the Hard Assets Rotation | Goldman Sachs Research | Commodities | 8 February 2026

"High for longer. Our analysis suggests that the investor rotation in hard assets can keep several metals prices high for longer, including above what physical fundamentals justify, which we think is the case right now for copper."

Overview > This report analyzes the impact of the "Hard Assets Rotation"—a shift where active investors move capital from "soft assets" (equities and bonds) into…

View Full Article
UJ
Feb 19, 2026
Report, Blogs & InsightsMarkets & InvestmentsCurrencies & FXGold & Silver

https://x.com/LukeGromen/status/2022694089377091903?s=20

History of #Gold Standard In America | #Money #Currency

View Full Article
UJ
Feb 16, 2026
Goldman Sachs
Macro / Economics
Markets & Investments
Podcast

Still Bullish on Gold | The Markets | Goldman Sachs

"Private investors joined central banks in competing for the same limited gold bullion." — Lina Thomas (Discussing the drivers of the 2025 gold rally) [00:00:42]

"The debasement trade is basically where the volatility is coming from... worries around fiscal sustainability in a lot of Western economies." — Lina Thomas (Explaining the psychological drivers…

View Full Article
UJ
Feb 13, 2026
CommoditiesFinanceReport, Blogs & InsightsMarkets & InvestmentsGold & Silver

https://x.com/RonStoeferle/status/2021616719291166766?s=20

Cumulative inflows by asset class : #Cash [$5.0tn], #Stocks [$3.0tn], #Bonds [$2.4tn], #Gold [$128bn] #Perspectives #Gold #BofA

View Full Article
UJ
Feb 12, 2026
Report, Blogs & InsightsMarkets & InvestmentsGold & Silver

https://x.com/baldguymoney/status/2020652973626671551?s=20

#Silver #Sprott

View Full Article
UJ
Feb 9, 2026