Brent Johnson Milkshakes Pod, Released on 3/22/26 Iran sits on 12% of the world’s proven oil reserves and controls the Strait of Hormuz, the single most critical energy chokepoint on the planet. With the US and Israel now at war with Iran, many believe Tehran holds all the cards, pointing to its yuan-denominated oil sales […]
Kinesis Money, Released on 2/13/26 In this week’s Live from the Vault, Andrew Maguire examines how last Friday’s price drop in gold and silver showed the market had reached a turning point, with physical holders staying firm while derivative trading caused most of the decline. The London wholesaler explains how Chinese regulators and strong buying […]
Commodity Culture, Released on 1/31/26 (Recorded on 1/29/26) Alasdair Macleod has a theory that one of the reasons China has been accumulating such massive amounts of silver, along with being one of the biggest producers of the metal in the world, is to prepare for a move to back the yuan and go on a […]
Metals and Miners, Released on 8/21/25 Join Gary Bohm on Metals and Miners as he dives deep with Luke Gromen, founder of Forest for the Trees, a leading macroeconomic research firm. In this eye-opening interview, Luke unpacks the weakening U.S. dollar, AI’s impact on jobs, gold revaluation, Bitcoin’s rise, and critical supply chain vulnerabilities. Discover […]
Liberty and Finance, Released on 6/5/25 (Recorded on 6/4/25) Alasdair Macleod warns that the U.S. bond market is dangerously mispriced, with rising interest rates failing to offset growing credit risks—especially for foreign investors. He argues that markets misunderstand risk and that declining confidence in U.S. Treasuries signals a broader collapse in the Western credit-based financial […]
