Your weekly pulse on precious metals markets. From gold price swings and mining shakeups to silver trends and smart investment plays, The Gold Standard cuts through the noise to deliver the insights that matter. Two hosts, sharp analysis, and all the bullion news you need to stay ahead of the curve.
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Marcus and Sasha unpack a historic week in precious metals as gold clears $4,700 an ounce for the first time since May, up roughly 9% in August, while silver surges even harder with a 20% monthly gain and a single-day spike of 8.52%. The hosts trace both moves to the Treasury's doubled bond buyback program and mounting debt fears ahead of Kevin Warsh's Jackson Hole debut and this week's PCE print, then dig into why mining stocks like Hecla and Coeur are reacting with double-digit spikes of their own. Listeners will get a plain-English breakdown of what a Treasury bond buyback actually does, wh
Marcus and Sasha break down gold's move to a two-month high following soft US inflation data, unpacking why falling real rates rather than inflation itself are driving the metal higher. They review LBMA and UBS forecasts pointing toward $4,500 and $5,000 gold, then turn to Citi's bold $90 silver call, weighing whether investment demand can justify that target and examining CME's new round-the-clock silver futures. The conversation moves into mining and equities, covering the Equinox-Orla merger that created North America's senior gold producer, plus fresh exploration spending from Fortuna and
Marcus and Sasha break down a major move in the precious metals market, starting with gold's largest single-day advance in five months. They explore how hopes for a Strait of Hormuz reopening, combined with a weak payrolls report, pushed gold to a seven-week peak and reshaped expectations for the Fed's next move. The conversation then turns to silver, which cleared $64 and broke through its 50-day moving average on the same jobs data, with speculator positioning hitting a two-year bullish extreme. From there, the hosts unpack Wheaton Precious Metals' record first-half 2026 results and 18% divi
Marcus and Sasha unpack a big week for precious metals, starting with gold's climb past $4,100 an ounce after the Fed held rates steady and a softer PCE print gave the market a lift. They dig into a puzzling data revision: an FT report showing Q1 central bank gold buying was cut by 76%, followed by a record 289-tonne haul in Q2. From there, the conversation turns to silver's stalled run near $60, where JPMorgan's lowered price target sits at odds with a physical deficit that hasn't eased. The hosts also cover major mining news, including the collapse of Allied Gold's $5.5 billion sale to Zijin
This week on The Gold Standard, Marcus Blackwell and Sasha Reyes work through one of the most volatile trading weeks of the year for precious metals. Gold broke below $4,400 on US-Iran strike fears before reversing sharply on ceasefire reports, and the hosts use that single-week swing to examine the full geopolitical transmission chain from oil prices to inflation expectations to real yields to gold. They also cover a striking real-world story involving a former CIA officer charged after the FBI seized $40 million in gold bars from his home, a tightening silver supply picture tied to Mexico an
This episode of The Gold Standard examines a week of sharp contradictions in the precious metals market: gold posted its worst single-day loss since March, silver fell even harder, and yet a silver mining company raised $270 million in a successful IPO. Hosts Marcus Blackwell and Sasha Reyes work through what a blowout jobs report means for near-term price pressure while making the case that the structural story underneath remains intact. Listeners will come away with a clearer understanding of how rate expectations, dollar strength, and central bank behavior interact with gold and silver pric
This episode of The Gold Standard breaks down a volatile week across precious metals markets, covering gold's 2.4% weekly gain, silver's historic single-session surge, standout earnings from major miners, and where institutional money sees prices heading through the rest of 2026. Hosts Marcus and Sasha walk through the competing forces shaping gold right now — ceasefire headlines, US-Iran tensions, Chinese central bank buying, and a softer dollar — while explaining why Morgan Stanley frames gold as a rates trade rather than a fear trade. Silver gets extended attention following its 8.98% singl
In this episode of The Gold Standard, hosts Marcus Blackwell and Sasha Reyes work through a full-spectrum gold market update spanning geopolitics, central bank strategy, institutional price forecasts, and mining sector developments. The catalyst for today's discussion is rising gold prices tied to U.S.-Iran deal prospects, and the episode traces exactly how that geopolitical story moves through oil prices, real yields, and into bullion. Listeners will come away with a grounded understanding of why central banks are accelerating gold purchases, what Bank of America's $6,000 gold target actually
This week on The Gold Standard, Marcus and Sasha break down a turbulent stretch for precious metals. Gold fell sharply toward $4,500 as hotter-than-expected May 2026 inflation data raised yields, strengthened the dollar, and reduced the probability of a Fed rate cut. Silver hit harder, dropping over 13% in a single session to $76.15. At the same time, India raised import duties on gold and silver to 15% while imposing additional direct restrictions on silver imports. And on the mining side, Equinox Gold announced a $5.1 billion acquisition of Orla Mining, creating an $18.5 billion North Americ
This episode of The Gold Standard covers a pivotal week in precious metals, from major central bank repositioning to striking price forecasts for silver and a wave of significant deals reshaping the mining sector. Hosts Sasha Reyes and Marcus Blackwell work through what the latest moves by France, Tether, China, and Turkey actually signal about how gold is being treated at the reserve level, then contextualize gold's record two-month price drop against an intact long-term bull case. The episode also takes a detailed look at silver's structural supply deficit and what Bank of America's upper-bo
In this episode of The Gold Standard, Marcus Blackwell and Sasha unpack gold’s first weekly pullback after a three-week rally and connect it to war risk around the Strait of Hormuz, oil-driven inflation expectations, and shifting rate-cut odds. They then move through silver’s stalled breakout, mining company fundamentals, and how different gold and silver investment vehicles fit into a practical strategy for new and active investors. Listeners will learn how to interpret recent moves in gold and silver prices, what is driving structural demand for silver, and how high metal prices are reshapin
This episode of The Gold Standard walks through the week’s sharp move in gold toward the $4,830 area on Iran and Strait of Hormuz headlines, the contrasting slow-burn fundamentals in silver, and how official sector flows and streaming equities fit into a broader precious metals strategy. Listeners will learn how to interpret geopolitical risk in real time, separate panic spikes from structural drivers in gold and silver, and translate central bank and streaming company behavior into practical portfolio decisions across physical bullion, ETFs, and mining equities. - Gold and geopolitics: How Ir
This episode of The Gold Standard examines a volatile week for precious metals, with gold down about 2.7% and silver nearly 5%, and contrasts that short-term weakness with aggressive 2026 bank forecasts calling for prices in the mid-$5,000s per ounce. Marcus and Sasha unpack how traders, long-term allocators, and central banks are each reading the same market very differently, and what that means for your portfolio decisions across gold, silver, platinum, and palladium. Listeners will learn how to interpret sharp weekly moves without losing sight of longer-term theses, how geopolitical shocks
This episode of The Gold Standard breaks down a volatile week in gold, from conflict headlines and ceasefire rumors around Iran to central banks shifting from steady buyers to selective sellers. Marcus Blackwell and Sasha Reyes connect price action, ETF flows, silver and mining stocks, and practical trading rules into a single, coherent view of today’s precious metals landscape. Listeners will learn how war news really moves the gold market, why central bank behavior may be muting geopolitical shocks, and what record futures volumes and ETF rotations are signaling about long-term price potenti
Marcus Blackwell and Sasha Reyes break down gold's worst weekly drop in six years, falling to $4,415.70, and examine why the traditional war-rally playbook failed to materialize despite active Middle East tensions. The episode covers the mechanical forces behind the selloff, the divergence between paper and physical silver markets, and what investors should be watching for a potential reversal. This episode is essential listening for anyone trying to separate short-term sentiment noise from structural trends in precious metals. Marcus and Sasha walk through Goldman Sachs' buy-the-dip thesis, t
🎙️ Gold is closing in on $6,000 per ounce — and in this episode of The Gold Standard, Marcus and Sasha break down every signal, driver, and opportunity behind one of the most historic moments in precious metals history. In this packed episode, hosts Marcus and Sasha cover the geopolitical shockwaves rattling bond markets — including a Strait of Hormuz closure threat and China's jaw-dropping $85.9 billion gold discovery — then zoom out to reveal the structural forces that matter most: accelerating central bank purchases, real yield repricing, and a silver market posting 400% ETF gains. They al
