David Lin, Released on 4/21/26 (Recorded on 4/20/26)

Axel Merk, President and CIO of Merk Investments, discusses the future of monetary policy, the shifting global order, and what both mean for gold and the broader markets.

0:00 – Intro.
1:23 – Merk’s gold fund strategy
5:26 – Is gold a safe haven or risk asset?
8:57 – Oil, gold, and the recession question
15:34 – Fed transition
24:36 – Inflation, rate cuts, and the Taylor Rule
30:12 – Fiscal dominance and the dollar
36:32 – End of Pax Americana
42:20 – Positioning in gold miners

Axel Merk is the Founder, President, Portfolio Manager, and CIO at Merk Investments LLC. He is an expert on qualitative research and macroeconomic trends. Mr. Merk is also an expert on macro trends, hard money, international investing, and on building sustainable wealth, and he is a pioneer in the use of strategic currency investing to seek diversification. He is a speaker and author on topics ranging from the economy, gold, and currencies to sustainable wealth and personal finance, as well as a regular guest and contributor to the business media around the world. Mr. Merk is an Author of the book Sustainable Wealth: Achieve Financial Security in a Volatile World of Debt and Consumption.

  economy, gold, investing, stocks