We are joined by John Rubino today, John Rubino, a former Wall Street financial analyst and author or co-author of five books. John's Substack: https://rubino.substack.com
. As of January 31, 2026, gold and silver are experiencing explosive volatility amid signs of a looming global monetary reset, with spot gold trading around $4,900–$5,000 per ounce after hitting record highs near $5,600 earlier in the month, and silver correcting sharply following peaks above $120. This dramatic surge—gold up over 70% year-over-year and silver soaring 170% in 2025—stems from escalating US debt concerns, fiat currency debasement, BRICS de-dollarization efforts, central bank gold accumulation, and industrial demand pressures on silver from EVs, solar, and tech sectors. As experts warn of a potential shift toward a gold-backed or hybrid system to avert hyperinflation or deflationary collapse, precious metals are positioning as the ultimate hedge—driving massive investor interest in physical assets ahead of what could be a transformative monetary reckoning in 2026 and beyond. Don't miss the window: position in gold and silver now before the next leg higher in this historic bull run.

🗓️ Recording date: January 30, 2026

📖 Chapters
0:00 Intro
0:48 – Welcome, Macro Risks, Debt Bubbles, Precious Metals
1:08 – Gold & Silver Sharp Correction: Healthy Pullback After Epic Run?
2:15 – US National Debt $38.5 Trillion
4:32 – Japan Debt Crisis & Yen Carry Trade Unwind
7:18 – China & BRICS Dumping US Treasuries for Gold
9:10 – Monetary Reset Options
10:55 – Gold Standard Impact
13:05 – Consumer Confidence Crash
15:13 – Gold & Silver 2026 Outlook
18:58 – Silver Shortage Risk: COMEX Default Possible?
20:41 – Top 3 Bubbles Ready to Burst
23:20 – US Real Estate Crash Warning
25:49 – Commodity Supercycle Alive: Uranium, Copper, Silver, Oil & Coal Winners
28:37 – Oil & Coal Contrarian Play
30:29 – Contact