The Markets’ Stratospheric Tsunami (with Steven Hochberg & Peter Kendall)

Central banks continue to accumulate gold, with 84% expecting gold reserves to grow over the next five years. Meanwhile, cracks are forming in the AI trade, and the Fed’s traditional monetary tools aren’t working as expected. This week, we look at shifting capital flows, China’s continued gold buying, and what these trends could mean for […]

David McAlvany looks at the growing strain in global bond markets and why investors are beginning to worry about more than just inflation. The discussion also covers the risks of hedge fund leverage, foreign money flowing into U.S. markets, and why questions about government solvency could make physical gold increasingly important. Thanks for listening. “Now […]

The AI buildout needs trillions of dollars, and borrowing costs are climbing. This week, David McAlvany looks at whether AI revenues can keep up with the debt, why the speed of rising rates matters, and the case for holding cash and gold while waiting for better prices. 10 Year Treasury Accelerates To 5.3% Pressure & […]

The AI boom is making enormous promises. But can the power supply, infrastructure, and revenues keep up with the debt being used to finance it? This week, David McAlvany examines the risks behind a projected $10 trillion AI buildout, from construction delays and rapidly outdated chips to revenue assumptions that leave little room for error. […]

New research suggests China may hold far more gold than its official figures show, while its U.S. Treasury holdings continue to fall. This week, we discuss rising fuel costs and bond yields, the Fed’s latest rate hike, and why stock investors seem largely unfazed. We also look at troop movements in Europe, warnings from Poland, […]