McAlvany Weekly Commentary

Increasing Use Of Chinese Yuan Is Bullish For Gold 01.07.2026 47mnt

This week on the McAlvany Weekly Commentary, David McAlvany looks at the growing use of the Chinese yuan in world trade and why that trend may be bullish for gold. As more countries look for alternatives to the dollar, gold recycling may begin to matter more than dollar recycling. They also discuss whether AI can […]

Dave Allman on Wall Street Uncut: Lessons from Market Giants 24.06.2026 51mnt

Dave Allman joins the McAlvany Weekly Commentary to discuss the technical analysts who helped shape his market thinking, including Joseph Granville and Robert Prechter, two influential figures in the history of technical analysis. This week’s highlights: Dave Allman discusses the analysts and ideas that shaped his approach to markets Granville and Prechter: two giants of […]

Going to “Warsh” That Debt Right Out of Our Hair 17.06.2026 44mnt

This week, David McAlvany looks at new Fed Chair Kevin Warsh and what his leadership may mean for rates, inflation, the Fed’s balance sheet, and America’s growing debt problem. He also asks whether a new Fed regime can really “Warsh” away years of monetary excess and fiscal strain. On the geopolitical front, David breaks down […]

Central Banks Offloading Treasuries & Buying Gold 10.06.2026 43mnt

Hot Money (Fickle Money) Absent From Gold Market Central Banks Providing A Structural Bid In Gold Register For The June 17 Webinar “Under the surface of the markets, there’s a lot happening. If you’re looking at where the Dow, the S&P, the NASDAQ, AI companies are quoted, you would think that not only is all […]

Buy Hard Assets To Profit On AI 03.06.2026 53mnt

In this week’s commentary, David McAlvany looks at the massive spending behind AI and asks where the more durable opportunity may actually be. Goldman Sachs is calling it HALO: heavy assets, low obsolescence. Rather than chasing the front end of the AI trade, this episode explores the commodities and hard assets that may benefit from […]

Inflection Point In The Gold & Silver Market 27.05.2026 49mnt

Gold and silver appear to be reaching a major inflection point as central banks continue their aggressive accumulation of gold. While general investors have been slow to follow, that may be changing as confidence in paper assets begins to weaken. This week, David McAlvany looks at the tech stock melt-up, why it may be running […]

Sovereign Debt Stress Points To Higher Gold 20.05.2026 44mnt

J.P. Morgan, Goldman Sachs Call For Gold To Be Between $5400-$6300 By Year End Inflation (Not-Transitory) Now Above Target For More Than 5 Years Bank Of America Predicts Silver/Gold Ratio Possibly In The 30s “So reasonably expect 4.1% CPI inflation. We’re at 3.8 now. The next print, don’t be surprised if it’s moving in the […]

The New, Unofficial, Global Gold Standard 13.05.2026 37mnt

A New Global Reality Is Appearing In Commodities Putin Feeling The Pressure To End War With Ukraine Government Policy, Not Investor Speculation, Gobbling Up The Gold This week, David McAlvany looks at the forces reshaping commodities, the growing pressure on Putin to find an exit from Ukraine, and the role government policy is playing in […]

Central Banks Gobble Up Gold, Retail Buyers Yawn 06.05.2026 44mnt

Iranian Drones Say Nope To UAE De-Dollarization, De-Globalization, & Destabilization Deutsche Bank Analyst Calls For $8,000 Gold “A Treasury refunding announcement is not as dramatic as warships smoking Iranian speedboats, but sometimes the mundane becomes the most important thing to watch. And so, frankly, as our fiscal position deteriorates, publicly held Treasuries are now north […]

Super Bubble Stock Market: Fire Storm Dynamics 29.04.2026 38mnt

  This week, David McAlvany looks at the extreme valuations driving today’s stock market and why history suggests caution when markets get this expensive. The conversation covers the migration from Mag 7 momentum into blue chips, the warning signs that often appear near market tops, and the fire storm dynamics that can follow when confidence […]

Avoid Wall Street Consensus At All Costs 22.04.2026 44mnt

Private Equity & Private Credit: The Doomed Darlings Of Wall Street Wall Street Losing Appetite For Gold – Smart Investors Buying Watch Dow/Gold Ratio For Best Timing “I am bullish. And as agnostics in the markets, we can be bullish on just about anything. It’s just a question of what the value equation is, what […]

Being Set Up For The Next “Big Short” Moment 15.04.2026 52mnt

David looks at why private credit may be setting the stage for the next major financial break. They walk through the growing risks in insurance portfolios, private equity, and commercial banking, and why more of that exposure may be finding its way toward everyday investors. The episode also covers recession pressure, energy shocks, interest rates, […]

Gold Is Key Player In New Monetary Regime 08.04.2026 39mnt

Iranian Oil Toll System Accelerates Petroyuan We Are Handing Monetary Transition To Chinese On A Silver Platter U.S. Is Having A Hard Time Selling Enough U.S. Treasuries “We’re handing this monetary transition to the Chinese on a silver platter. And Trump may have had a plan in Iran when he started, but I doubt he […]

Could Hormuz Be the U.S.’s Suez? 01.04.2026 33mnt

This week, David looks at how past oil shocks reshaped markets and why those lessons still matter today. They discuss the long tail of energy disruption, what happens when supply shocks work their way through the economy, and why real assets tend to come back into focus during periods like this. The conversation also touches […]

Liquidity Squeeze Forces Quick Temporary Gold Drop 25.03.2026 38mnt

This week’s McAlvany Weekly Commentary covers a sharp temporary drop in gold as tightening liquidity pressures force selling across the system. David also looks at the energy shock now hitting Asia and Europe, with prices rising 35% to 140% in key areas. He explains why this dramatic counter-trend move in the metals may actually reinforce […]

Why Many Elite Athletes End Up In Debt: Calling For A New Gold Standard 18.03.2026 38mnt

Lauryn Williams joins David McAlvany to discuss the financial realities behind elite athletic success. A four-time Olympic medalist and Certified Financial Planner, Lauryn shares why many athletes take on debt to compete, how short the earning window can be, and the biggest misconceptions about what Olympians actually make. She and David also explore the mindset […]

War, Debt, & Ammo: Duration Is Key 11.03.2026 34mnt

Every $10 In Oil Price Increase Boosts Inflation 20 Basis Points The War Is Costing $900 Million Per Day Watch Oil Futures To See Expectations Of The Duration Of The Iranian Conflict “The markets are concerned with duration of the engagements, which ends up being a defining factor for costs. How much will this add […]

The Scramble For Liquidity Is On 04.03.2026 47mnt

Liquidity Flow Means Life Or Death For Equities War In Middle East: Oil Up Now + Long Term Bullish Thesis Unchanged Gold Drop Is A Short Term Rush To Raise Cash “You go back to margin debt being at all time highs, $1.28 trillion. Investors are as bullish as they’ve ever been, and this is […]

U.S. Athletes Win Gold, Big Money Is Buying It 25.02.2026 33mnt

The Haven Status Of U.S. Treasuries Is Eroding Olympic Medal Gold & Gold Investment Similarities to 1980 Blue Owl (Canary) Suspends Payments Indefinitely John Exter’s Inverted Liquid Pyramid   “It’s telling us a lot in recent years, the price of gold. Geopolitics is in the frame, and with a disruption in relationships—not just trade relationships—there’s a signal there in […]

The Next Move Up in Gold Will Be Motivated by Fear 18.02.2026 43mnt

Hedge Funds, Highly Leveraged, Own More Treasuries Than China or Japan AI Narrative Dangerously Fading The Cayman Islands Are Our Number One Creditor! “It just suggests to me that we have troubled waters ahead, and the last up-cycle, the last up-cycle in precious metals, 2025, driven by central banks and then some late comers to […]