In this interview, Eric Yeung joins us to discuss the future of gold and silver, the impact of U.S. Treasury market stress, central bank gold accumulation, China's growing appetite for silver, and the possibility of a U.S. gold revaluation. Eric explains why he believes silver remains undervalued despite persistent supply deficits, how precious metals fit into the evolving global monetary system, and what investors should watch as governments navigate debt, inflation, and liquidity challenges. The conversation also covers stock markets, geopolitical developments, and the long-term outlook for precious metals.
🗓️ Recording date: June 19 , 2026
📖 Chapters
00:00 Intro
00:39 Iran, oil markets, and precious metals after the ceasefire
03:59 The Fed, inflation, and Treasury market dynamics
07:09 What happens if foreign buyers dump U.S. Treasuries?
08:48 Why central banks keep accumulating gold
11:16 Gold as a reserve, collateral, and settlement asset
12:52 Silver's supply deficit and strategic importance
15:13 The proposed U.S. silver price floor explained
17:12 Could central banks start accumulating silver?
18:51 Will governments target gold and silver profits through taxation?
20:24 China's silver accumulation and the East-West transfer of strategic assets
22:27 Stock market outlook and liquidity expectations
24:47 Where to follow Eric Yeung
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