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McAlvany Weekly Commentary

McAlvany Financial Group

WEEKLY MONETARY, ECONOMIC, GEOPOLITICAL NEWS AND EVENTS

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22 episodes
weekly
Avg 43 min
English

Episodes 22

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Wednesday · 44 min
Inflation Is The Plan, Gold Is The Answer
This week we look at Scott Bessent’s efforts to keep foreign buyers like Japan invested in U.S. Treasuries, the growing likelihood of financial repression, and why investors like Stanley Druckenmiller are pushing back on the direction of fiscal and monetary policy. If the plan is to manage the debt through inflation, suppressed rates, and a […]
August 19 · 46 min
James Rickards: Gold, AI, and the Fault Lines Beneath Global Markets
James Rickards joins David McAlvany to discuss the growing fault lines beneath global markets, including the yen carry trade, pressure in the Treasury market, geopolitical risk, and why he believes gold’s bull market is far from over. They also explore Rickards’ latest book, MoneyGPT: AI and the Threat to the Global Economy, and how artificial […]
August 12 · 46 min
Fort Knox, Dollar Devaluation, and the Future of Gold
This week’s show is built entirely around questions from our audience. David McAlvany discusses Fort Knox, the possibility of a deliberate dollar devaluation, and how Washington may ultimately deal with the national debt. He also examines why gold has continued to rise without broad participation from American investors and what could happen if retail demand […]
August 5 · 28 min
Can the Fed Make Inflation Disappear?
If the Federal Reserve cannot bring inflation back to 2%, could it simply change how inflation is defined? This week, David McAlvany explains why a new inflation framework might improve the official numbers without changing the prices people actually pay. David also continues the listener Q&A, covering when to sell precious metals, swapping silver for […]
July 29 · 1 hr 1 min
The Debt Shot Clock Is Ticking For AI
This week, David returns to several of the unanswered questions submitted during our June 17 webinar, covering inflation, the dollar, gold, and how investors should think about positioning in a changing market. They also examine the massive debt burden building beneath the AI boom as Tesla falls 30% from its May peak and Google drops […]
July 22 · 37 min
The Old Market Order Is Breaking—What It Means for Gold
In this special edition of the McAlvany Weekly Commentary, we revisit highlights from our June 17, 2026 McAlvany Wealth Mangement webinar, When Old Assumptions Fray: Positioning for the New Market Order. David McAlvany examines why the assumptions that shaped the last several decades may no longer fit an environment of persistent inflation, rising debt, elevated […]
July 15 · 40 min
When Inflation Leads To Decapitation
The French Revolution offers a profound lesson in what happens when monetary disorder becomes a political crisis. Meanwhile, artificial intelligence is “transforming” the economy, but many households are still struggling with the cost of everyday necessities. This week, David McAlvany examines inflation, the enormous capital flowing into AI, and Amazon’s decision to borrow billions to […]
July 8 · 24 min
Summer Quiet Is the Best Time to Accumulate Metals
Quiet summer markets may offer one of the best opportunities to steadily accumulate gold and silver. China imported 692 tonnes of gold during the first five months of the year, a 76% increase over last year. Meanwhile, Samsung shares are taking a hit as momentum in the semiconductor sector begins to fade. With strong-handed buyers […]
July 1 · 47 min
Increasing Use Of Chinese Yuan Is Bullish For Gold
This week on the McAlvany Weekly Commentary, David McAlvany looks at the growing use of the Chinese yuan in world trade and why that trend may be bullish for gold. As more countries look for alternatives to the dollar, gold recycling may begin to matter more than dollar recycling. They also discuss whether AI can […]
June 24 · 51 min
Dave Allman on Wall Street Uncut: Lessons from Market Giants
Dave Allman joins the McAlvany Weekly Commentary to discuss the technical analysts who helped shape his market thinking, including Joseph Granville and Robert Prechter, two influential figures in the history of technical analysis. This week’s highlights: Dave Allman discusses the analysts and ideas that shaped his approach to markets Granville and Prechter: two giants of […]
June 17 · 44 min
Going to “Warsh” That Debt Right Out of Our Hair
This week, David McAlvany looks at new Fed Chair Kevin Warsh and what his leadership may mean for rates, inflation, the Fed’s balance sheet, and America’s growing debt problem. He also asks whether a new Fed regime can really “Warsh” away years of monetary excess and fiscal strain. On the geopolitical front, David breaks down […]
June 10 · 43 min
Central Banks Offloading Treasuries & Buying Gold
Hot Money (Fickle Money) Absent From Gold Market Central Banks Providing A Structural Bid In Gold Register For The June 17 Webinar “Under the surface of the markets, there’s a lot happening. If you’re looking at where the Dow, the S&P, the NASDAQ, AI companies are quoted, you would think that not only is all […]
June 3 · 53 min
Buy Hard Assets To Profit On AI
In this week’s commentary, David McAlvany looks at the massive spending behind AI and asks where the more durable opportunity may actually be. Goldman Sachs is calling it HALO: heavy assets, low obsolescence. Rather than chasing the front end of the AI trade, this episode explores the commodities and hard assets that may benefit from […]
May 27 · 49 min
Inflection Point In The Gold & Silver Market
Gold and silver appear to be reaching a major inflection point as central banks continue their aggressive accumulation of gold. While general investors have been slow to follow, that may be changing as confidence in paper assets begins to weaken. This week, David McAlvany looks at the tech stock melt-up, why it may be running […]
May 20 · 44 min
Sovereign Debt Stress Points To Higher Gold
J.P. Morgan, Goldman Sachs Call For Gold To Be Between $5400-$6300 By Year End Inflation (Not-Transitory) Now Above Target For More Than 5 Years Bank Of America Predicts Silver/Gold Ratio Possibly In The 30s “So reasonably expect 4.1% CPI inflation. We’re at 3.8 now. The next print, don’t be surprised if it’s moving in the […]
May 13 · 37 min
The New, Unofficial, Global Gold Standard
A New Global Reality Is Appearing In Commodities Putin Feeling The Pressure To End War With Ukraine Government Policy, Not Investor Speculation, Gobbling Up The Gold This week, David McAlvany looks at the forces reshaping commodities, the growing pressure on Putin to find an exit from Ukraine, and the role government policy is playing in […]
May 6 · 44 min
Central Banks Gobble Up Gold, Retail Buyers Yawn
Iranian Drones Say Nope To UAE De-Dollarization, De-Globalization, & Destabilization Deutsche Bank Analyst Calls For $8,000 Gold “A Treasury refunding announcement is not as dramatic as warships smoking Iranian speedboats, but sometimes the mundane becomes the most important thing to watch. And so, frankly, as our fiscal position deteriorates, publicly held Treasuries are now north […]
April 29 · 38 min
Super Bubble Stock Market: Fire Storm Dynamics
This week, David McAlvany looks at the extreme valuations driving today’s stock market and why history suggests caution when markets get this expensive. The conversation covers the migration from Mag 7 momentum into blue chips, the warning signs that often appear near market tops, and the fire storm dynamics that can follow when confidence […]
April 22 · 44 min
Avoid Wall Street Consensus At All Costs
Private Equity & Private Credit: The Doomed Darlings Of Wall Street Wall Street Losing Appetite For Gold – Smart Investors Buying Watch Dow/Gold Ratio For Best Timing “I am bullish. And as agnostics in the markets, we can be bullish on just about anything. It’s just a question of what the value equation is, what […]
April 15 · 52 min
Being Set Up For The Next “Big Short” Moment
David looks at why private credit may be setting the stage for the next major financial break. They walk through the growing risks in insurance portfolios, private equity, and commercial banking, and why more of that exposure may be finding its way toward everyday investors. The episode also covers recession pressure, energy shocks, interest rates, […]

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