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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…
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…
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:
invaded Ukraine
-…
"2025 was the industrial and precious metal bull market. Now we're in an energy commodity bull market, and I think ag will be the next commodity bull market after that." - Peter Boockvar [00:00:32]
"Just because a price increase doesn't show up at the consumer level and instead is at the producer level and gets eaten by margin doesn't mean that…
"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…
"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…
India Dispatch: The value of gold held by Indian households nearly doubled in under a year, rising from $2.8 trillion in March 2025 to $4.8 trillion by January 2026. It now stands at 175% of the combined value of household deposits and equity.
This might not have much of an impact on consumption, however. Households earning under INR 500,000 annually hold nearly 70% of all household gold stock, and those…
"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…
"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" -…
"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..."…
"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…
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
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…
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…
Source: Metals & Miners
Demand: It’s undeniable that the global financial landscape is shifting beneath our feet. Central banks continue to aggressively accumulating gold, India’s demand is hitting record highs, and global gold demand has breached 5,000 tons for the first…
ETF Inflows in India: Gold = Equity | Feb 23, 2026 | Apollo Global
India and Gold
"Price is Right": oil is the best performing asset in 2026 on US Iran, and geopolitical shocks. Following geopolitical shocks in past 90 years oil is the best performer over 3 months (up 18%), then gold (6%) US stocks (4%); but 6 months after geopolitical shocks gold keeps outperforming (up 19%), stocks stall, while oil reverses all gains. Or "Rock the Geopolitics = trade oil, own gold."
"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…
"Fund managers are not able to beat even the 150th best performing stock of the index forget about the market." - Samir Arora (Explaining his portfolio construction and elimination strategy) [29:47]
"India has underperformed so much in the last one year... nearly 28 30% against emerging market peers." - Samir Arora (Discussing the post-trade deal recovery)…
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…
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
The Rise in Silver ETF Demand Has Reduced Available Inventory in London, Contributing to High and Volatile Prices