Gold, Silver and Bitcoin in a $350T Debt World
The February 24, 2026 episode of Kitco News features Frank Holmes assessing how a $350 trillion global debt overhang is reshaping demand for gold, silver, and Bitcoin.
Gold
Gold’s Momentum Reset, Fiscal Dominance, and Bitcoin’s Demand Test
The February 03, 2026 episode of the David Lin Podcast features Lyn Alden explaining why a sharp selloff in gold, silver, and Bitcoin reflects a momentum unwind rather than a reversal of long-run debasement dynamics.
Gold Repricing, Bond Fragility, and Scarce Asset Rotation
The January 28, 2026 episode of the Scarce Assets podcast features Jeroen Blokland explaining why gold’s move toward $5,000 reflects a structural repricing driven by debt rollover dynamics, central bank intervention, and geopolitical stress.
Silver Shock Signals and Strategic Metals Geopolitics
The January 26, 2026 episode of the TFTC podcast features Josh Phair arguing that gold and silver’s repricing reflects a “metals war” shaped by geopolitics, security priorities, and contested control over physical supply.
Japan’s Bond Trap and the Fight for Neutral Reserves
The January 20, 2026 episode of the Coin Stories podcast features Luke Gromen arguing that the dollar-based system is entering a higher-volatility phase where geopolitics, energy constraints, and sovereign debt interact in unstable ways.
Gold Revaluation, BRICS Rails, and Bitcoin’s Strategic Position
The September 10, 2025 episode of the Brandon Gentile podcast features Andy Schectman arguing that US policymakers are preparing a controlled exit from dollar reserve status.
Bitcoin, Gold, and the Liquidity Pivot
The November 18, 2025 episode of What Bitcoin Did features Lyn Alden explaining how liquidity conditions, fiscal dominance, and shifting investor composition shape Bitcoin and gold performance.