Episodes

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

    Danielle DiMartino Booth: Trump vs Powell — The Fed War That Could Reshape Markets
    Aug 25 2025
    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.

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

    Jared Dillian: The Fed Is Politicized — And This Is the Obvious Trade
    Aug 21 2025
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    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. Whether you’re a trader, long-term investor, or just trying to understand where money is headed, this episode gives you a clear — and sometimes uncomfortable — look at the future of markets.
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    50 mins
  • Why Tavi Costa is structurally bearish on the dollar

    Why Tavi Costa is structurally bearish on the dollar
    Aug 18 2025
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    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.
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    53 mins
  • Keith Weiner Warns: A 39% Tariff Could Break the U.S. Gold Market

    Keith Weiner Warns: A 39% Tariff Could Break the U.S. Gold Market
    Aug 14 2025
    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.
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    17 mins
  • Capitalism on Trial: Gene Epstein’s Uncensored Take

    Capitalism on Trial: Gene Epstein’s Uncensored Take
    Aug 11 2025
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    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 ideas continue to evolve and impact our world. This episode explores the ideological struggles, the intricacies of high-stakes debates, and the principles that drive Gene's unwavering commitment to free market principles.
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    53 mins
  • Daniel Lacalle: The Global Economy Has Entered a Dangerous New Era

    Daniel Lacalle: The Global Economy Has Entered a Dangerous New Era
    Aug 4 2025
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    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 where gold fits as this new economic era unfolds. Investors looking for clarity won’t want to miss this conversation.
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    56 mins
  • The AI Era and Gold: What Smart Investors Should Know – Axel Merk

    The AI Era and Gold: What Smart Investors Should Know – Axel Merk
    Jul 28 2025
    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 trends shaping your wealth, this is a conversation you can't afford to miss.
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    54 mins
  • Judy Shelton’s Plan to Revive The Dollar With Gold

    Judy Shelton’s Plan to Revive The Dollar With Gold
    Jul 21 2025
    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.
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    57 mins