
Show Notes
Peter Schiff of Euro Pacific Asset Management argues that rising debt, persistent inflation, and growing demand for capital are setting up a powerful long-term bull market in commodities. He explains why he expects interest rates to remain under pressure, why a future U.S. debt and dollar crisis could be far more damaging than 2008, and why gold, silver, mining stocks, and royalty companies may offer some of the strongest opportunities as investors move toward hard assets.
Peter's links:
https://www.schiffgold.com/services/start-trading
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0:00 Fed policy versus Treasury intervention
1:58 Why Schiff doubts Kevin Warsh’s hawkish stance
3:03 Why Treasury buyers are demanding higher yields
5:15 Inflation, energy prices, and the midterms
6:53 Why Schiff thinks the Iran war was a major mistake
13:02 Corruption and declining trust in government
15:19 Sanctions, trade threats, and the dollar
17:59 How tariffs raise costs for Americans
21:13 Why commodities could be entering a major bull market
24:04 AI, energy demand, and the need for more raw materials
25:08 Why higher rates could trigger a debt crisis
26:08 What a U.S. debt and dollar crisis could look like
27:03 Why housing could be hit harder than in 2008
29:06 Why QE may not work in the next crisis
30:01 Schiff’s outlook for the U.S. dollar
30:44 How high could gold go?
33:29 Why Schiff expects miners to outperform
36:19 Where he sees the best opportunities in mining stocks
37:58 Royalty and streaming companies
39:38 Schiff’s outlook for silver
41:44 Platinum, palladium, and the broader metals market
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