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McAlvany Weekly Commentary

McAlvany Financial Group

WEEKLY MONETARY, ECONOMIC, GEOPOLITICAL NEWS AND EVENTS

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29 episodes
weekly
Avg 45 min
English

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Wednesday · 1 hr 2 min
The Bond Market Is Pricing A Credibility Problem
David McAlvany looks at the growing strain in global bond markets and why investors are beginning to worry about more than just inflation. The discussion also covers the risks of hedge fund leverage, foreign money flowing into U.S. markets, and why questions about government solvency could make physical gold increasingly important. Thanks for listening. “Now […]
October 7 · 51 min
Will the “Hurdle Rate” Pop the AI Bubble?
The AI buildout needs trillions of dollars, and borrowing costs are climbing. This week, David McAlvany looks at whether AI revenues can keep up with the debt, why the speed of rising rates matters, and the case for holding cash and gold while waiting for better prices. 10 Year Treasury Accelerates To 5.3% Pressure & […]
September 30 · 49 min
AI Asks Its Humans: “Where’s My Flux Capacitor?”
The AI boom is making enormous promises. But can the power supply, infrastructure, and revenues keep up with the debt being used to finance it? This week, David McAlvany examines the risks behind a projected $10 trillion AI buildout, from construction delays and rapidly outdated chips to revenue assumptions that leave little room for error. […]
September 23 · 38 min
China Has Been Buying a Lot More Gold Than They Say
New research suggests China may hold far more gold than its official figures show, while its U.S. Treasury holdings continue to fall. This week, we discuss rising fuel costs and bond yields, the Fed’s latest rate hike, and why stock investors seem largely unfazed. We also look at troop movements in Europe, warnings from Poland, […]
September 16 · 45 min
China’s 22 Month Gold Buying Streak
Trump To Warsh: Be A Patriot & Lower Rates Bond Market To Warsh: Raise Rates Or Face The Consequences Take Your $5,000 Trump Dividend & Buy An Ounce Of Gold China is now on its 22nd straight month of gold buying, even as prices climb and central banks continue adding to their reserves. David McAlvany […]
September 9 · 40 min
Markets Say Sweet, But Mood Sour At Home
Financial Conditions Have Not Been This Loose In 5 Years Mag 7 Now Being Called The “Lag 7” Dutch Government Wants Its Gold Repatriated From U.S. To London Financial conditions are the loosest they have been in five years, risk markets remain comfortable, and investors are still borrowing aggressively to stay long. At home, the […]
September 2 · 1 hr 2 min
The AI Bubble’s Circular Financing Problem with Jack Gamble
Jack Gamble of @NobodySpecialFinance joins David McAlvany to follow the money behind the AI boom. Jack examines the circular financing connecting Nvidia, CoreWeave, OpenAI, Microsoft, and others, along with massive data center spending, GPU depreciation, mounting debt, and the constant need for new capital. AI may prove transformative, but does that mean today’s investments will […]
August 26 · 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 […]

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