VRIC Media, Released on 7/6/26 (Recorded on 7/1/26)

Grant Williams joins Darrell to discuss why investors need to keep perspective during sharp moves in gold, silver, and mining equities. He explains why price alone can mislead investors, how to think about trimming positions during euphoric rallies, and why understanding your own risk tolerance matters more than chasing market narratives. Grant also weighs in on debt, deficits, interest rates, AI, Bitcoin, stablecoins, and the long-term case for owning precious metals as protection against currency debasement.

00:00 Introduction
00:56 Gold’s Pullback in Perspective
04:07 Knowing When to Take Profits
09:20 Buying Mining Equities During Corrections
14:05 Macro Risks Driving Gold and Markets
20:56 Bond Yields, Interest Rates, and Real Rates
24:20 Debt, Deficits, and the Fed’s Tightrope
27:09 Is AI the Growth Miracle?
30:42 IPO Hype and Investor Discipline
33:31 Grant’s View on Bitcoin
36:19 Stablecoins, Tokenization, and Uncertainty
38:26 Silver’s Volatility and Long-Term Case
43:18 Why Grant Still Holds Silver
44:48 Investor vs. Trader Mindset
46:33 What Would Make Grant Sell Precious Metals

Grant Williams is a portfolio and strategy advisor to Vulpes Investment Management in Singapore and an Advisor to Matterhorn Asset Management in Switzerland and the founder and publisher of Things That Make You Go Hmmm… and the Grant Williams Podcast. Grant has decades of experience in finance on the Asian, Australian, European and US markets and has held senior positions at several international investment houses, including Robert Fleming, UBS and Credit Suisse.

  gold, Grant Williams, investing, silver