Metals and Miners, Released on 2/13/26

Dr. Nomi Prins Reveals the Shocking Truth In this explosive 2026 update from Metals and Miners, former Goldman Sachs partner and Prinsights Global founder Dr. Nomi Prins joins host Gary Bohm to dissect why the U.S. is desperate for soaring gold prices amid skyrocketing debt, de-dollarization, and a multi-decade commodities supercycle. With central banks dumping Treasuries for gold, structural silver deficits threatening a massive squeeze, and Fed policy shifting toward easing, Nomi exposes how geopolitics, AI-driven job losses, and supply chain wars are fueling the biggest bull run in precious metals since the 1970s.Whether you’re a seasoned investor or new to commodities, this interview uncovers why patience pays off in gold, silver, copper, uranium—and why short-term volatility is just noise in a structural boom. Don’t miss her bold predictions: Gold could hit $10,000+ in the next few years, silver’s on the brink of a historic repricing, and the U.S. gold stockpile is a sleeping giant.

(Timestamps are below the video)

00:00 – Intro
01:54 – Kevin Warsh as Fed Chair: Hawk Narrative vs. Reality
05:33 – Baby Boomers Retiring, Gov’t Layoffs, AI Job Losses: Labor Market Strains
08:39 – Why Oil Underperforms: No OPEC-Style Control, Shift to Critical Minerals
11:59 – Tariffs & China: Inflation in Metals Like Copper/Aluminum
13:37 – Tech Slide: Rotation to Commodities, Not Crash
14:12 – Tech’s Rate Sensitivity vs. Commodities’ Structural Upside
37:16 – Silver Under Strain: 5-Year Deficit, No New Mines Soon
39:48 – Mining Boom Essential: “At All Costs” Policy Shift
41:33 – Asset Cycles vs. Fiat Decay: Multi-Decade Pivot, Not Short-Term Rotation
45:01 – Capital Flows Morphing: Mining Takes 10-15 Years vs. Tech’s Speed
49:52 – Key Takeaway: Structural Factors Trump Volatility

Nomi Prins is an American author, journalist, and Senior Fellow at Demos. She has worked as a managing director at Goldman-Sachs and as a Senior Managing Director at Bear Stearns, as well as having worked as a senior strategist at Lehman Brothers and analyst at the Chase Manhattan Bank. Prins is known for her books All the Presidents’ Bankers: The Hidden Alliances that Drive American Power, Collusion: How Central Bankers Rigged the World and Permanent Distortion: How the Financial Markets Abandoned the Real Economy Forever. She publishes articles on her Substack which is called Prinsights. 

  economy, gold, investing, silver, us dollar