McAlvany Weekly Commentary
WEEKLY MONETARY, ECONOMIC, GEOPOLITICAL NEWS AND EVENTS
Episodes
August 6, 2025 • 32 mins
Inflation (Devaluation) Chosen As Best Political Answer Gold Purchases (Bar & Coin) Up 250% In Germany, 91% In China What Is A “Crack-Up-Boom”? “If you have too little money in credit and growth does not as easily materialize, you risk economic implosion. And that’s if there’s even a hiccup, a small little disruption within the […]
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July 30, 2025 • 33 mins
Are markets really on fire and how high is too high? This week David and Kevin dig into the dizzying climb in valuations, with the Buffett Ratio screaming to a record‑breaking 210%. We explore what that number really means, why China’s debt machine is running out of steam, and how even a Krispy Kreme meme‑stock craze says […]
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July 23, 2025 • 43 mins
If It’s Free To You Online, Realize That “You Are The Product” Banking Crises Are Actually Designed Ahead Of Time Dollar Recycling Being Replaced By Gold “And it just goes to show how vulnerable a lot of this infrastructure is, particularly the internet. When you talk about the internet as we conceive of it, like […]
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July 16, 2025 • 30 mins
Former Communist Atheist Explains Why A Market Economy With Churches Works China Is In Need Of Spiritual Reform To Save Economy When A Country Lacks Faith In God, The Nation Becomes Its God “I think there are four flash points of global geopolitical situations, and out of the four I identify three as already being […]
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July 9, 2025 • 40 mins
Devaluation? Dollar Loses 10% In Six Months Can Powell Lower Interest Rates Without A Dollar Crash? “90 Deals In 90 Days” – Only 2 So Far “Germans and Italians asking to repatriate their gold holdings from the US. This is not an insignificant sum, $245 billion in bullion they’d like to have onshore. If nothing […]
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July 2, 2025 • 46 mins
Former State Dept. official Edward Fishman breaks down the rise of economic statecraft How modern warfare is waged by “guerrillas in gray suits” — not soldiers on battlefields Why controlling chokepoints and financial systems may prevent military escalation This week, we’re joined by Edward Fishman, Author of Chokepoints: American Power in the Age of Economic […]
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June 25, 2025 • 39 mins
Central Banks Now Have More In Gold Than In Euros 95% of Central Bankers See Their Gold Reserves Rising Over Next 12 Months Breakout In Silver & Mining Shares “When I talk about the investor coming into competition for ounces with a price-insensitive buyer, what’s underappreciated about gold, truly underappreciated, is the supply inelasticity there. […]
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June 18, 2025 • 34 mins
Would Regime Change In Iran Effectively Solve The Nuclear Deal? Will The Middle East War Spread? Gold Replacing T-Bills As Flight Captial Preference “We talked about the breakout in silver, and I think silver more than even the gold market is your tell for the Western investor finally saying, maybe we do need some version […]
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June 11, 2025 • 33 mins
Did Anyone In Government Read The Big Beautiful Bill? “Genius Act”: A Crypto Version Of Fiat Dollar Tomahawk 6 By Broadcom Threatens NVIDIA Share Value “The gold market has been driven by central bank demand, and one of the reasons why I wanted to highlight some of the moves in silver today and the change […]
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June 4, 2025 • 43 mins
Jamie Dimon Says Bond Market Will Cause Panic In Future Section 899 Of Bill Could Scare Money Out Of Dollar Is Private Equity The New Money Trap “We go back to the 30,000-foot perspective and see that interest rates are the issue for the Treasury Departments in the UK and in the US and in […]
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May 28, 2025 • 34 mins
Big Beautiful Spending Bill Will Spend More Than Ever 50% Tariffs On EV… Just Joking? US Dollar Down In Gold – 29% In One Year – 48% In Five Years “The bond market is a mess. The US long bond reached levels last week we haven’t seen since July of 2007. The Japanese long bond, […]
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May 21, 2025 • 27 mins
Buffett Eyes Japan As A Stronger Currency Trump Is Isolating Iran From Its Perceived Friends Register For Thursday’s Webinar “What we will look for as the final element in the international investor trifecta spurring on increased capital flight is when the US economy slows considerably. So if you then combine a slowing economy on top […]
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May 14, 2025 • 27 mins
Chinese Admitted To Bessent, They Knew Biden Was Weak “Strong Dollar” Policy Being Reversed By Trump Administration Dollar Recycling Shifting To Gold Recycling “Gold has been interesting. For the month of April, 70 tons, roughly 7.4 billion in gold, was purchased via ETFs in China. That’s double the previous month’s record. I think tariff uncertainty […]
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May 7, 2025 • 35 mins
Gold’s Rise Since 2008 Has Been A Policy Choice Of Central Banks David Rosenberg Sees $6k Gold In 3-5 Years Attached Charts: Gold Price VS Central Bank Buying “In a bear market, there’s no straight line from overvaluation to undervaluation. It’s a process, and this happens over and over again, all the way down. Believing […]
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April 30, 2025 • 59 mins
This week, we’re joined by Keith McCullough, founder and CEO of Hedgeye Risk Management. Keith is a former hedge fund manager and a leading voice on building data-driven investment processes that take emotion out of decision making. In this conversation, we discuss: How top hedge fund managers approach risk and opportunity Thinking about money through a […]
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April 23, 2025 • 28 mins
Outflows Out Of U.S. Assets Going Into Gold Goldman Sachs Increases Gold Price Prediction China Increases Gold Imports On High “So this is why I would say equities are a sideshow, the weakness in equities, the current compression across the indices. Relative to the bond market and currency market, that’s what it is. It’s a […]
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April 16, 2025 • 58 mins
This Week’s Guest: George FriedmanGeorge Friedman is one of the most respected voices in geopolitical strategy today. As the founder of both Stratfor and Geopolitical Futures, his work has shaped how analysts and leaders understand the long-term forces driving global events. With decades of experience forecasting international conflicts, economic trends, and national realignments, Friedman brings […]
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April 9, 2025 • 38 mins
This week’s McAlvany Weekly Commentary covers the shifting global financial landscape through the lens of tariffs, gold’s historic surge, and structural market volatility. David walks through the implications of what may be the end of the Bretton Woods era as we’ve known it, and why investors should be paying close attention to the signals coming […]
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April 2, 2025 • 40 mins
5 More Stealth Bombers Moved To The Middle East S&P Down 4.6% QTR, Gold Up 19% QTR DOW/Gold Ratio Removes Emotion From Allocation Decisions “Months ago, this is what we were talking about. The leaders out of the 2022 decline, the ones that have recovered fastest, there was a narrative supporting that recovery through ’23 […]
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March 26, 2025 • 33 mins
Bessent: “End Intox With Detox” Anxiety High With Uncertainty Of New Rules Personality Test Identifies Trump With Churchill, LBJ, Castro, & Jack Nicholson “We may or may not be able to grow our way out, but the efforts to shrink the scope of expenditures and drive economic growth via economic expansion instead of government expansion—two […]
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