VRIC Media, Released on 6/25/26 (Recorded on 6/22/26) Axel Merk joins Darrell Thomas to break down the Fed’s shifting role, the legacy of easy money, and why monetary policy still sits at the center of every major asset price. Merk explains why gold remains a core long-term holding, how real yields and geopolitical shocks can […]
Adam Taggart | Thoughtful Money, Released on 6/18/26 Yesterday, Kevin Warsh made his inaugural debut as the new Chairman of the Federal Reserve. Along with revealing that the FOMC is keeping the policy rate unchanged for now, he announced a number of changes at the Fed now that he’s “the new sheriff in town”. How […]
Monetary Metals, Released on 6/5/26 Axel Merk offers a different take on the recent gold correction, arguing that markets are treating the Iran conflict as a temporary shock rather than a lasting structural change. Axel Merk is the Founder, President, Portfolio Manager, and CIO at Merk Investments LLC. He is an expert on qualitative research […]
In it to Win it, Released on 5/21/26 (Recorded on 5/20/26) 00:00 Axel Merk Background And Investing Journey 02:53 Why Gold Became A Long Term Investment 06:57 Bond Vigilantes Inflation And Rising Yields 12:02 Kevin Warsh And The Future Of The Fed 17:38 Why The Fed Should Not Buy Mortgage Securities 20:29 Gold Prices Central […]
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? […]
Monetary Metals, Released on 4/20/26 0:00 What’s really going on in the gold market 4:58 Why the Fed matters less than it used to 10:29 Deficits and the real long-term driver for gold 15:19 Dollar alternatives and global fragmentation 23:43 Gold miners, silver, and risk profiles 29:50 Tokenized gold and the next generation of investors […]
Adam Taggart | Thoughtful Money, Released on 1/28/26 Portfolio manager & Fed-watcher Axel Merk shares his immediate take-aways from this week’s FOMC release and press conference with Fed Chair Jerome Powell. Axel Merk is the Founder, President, Portfolio Manager, and CIO at Merk Investments LLC. He is an expert on qualitative research and macroeconomic trends. […]