The Gold Standard

The Gold Standard
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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.

  1. 2d ago

    Gold Back Near $4,000: A Three-Month Low Ahead of the Fed

    In this episode of The Gold Standard, hosts Marcus Blackwell and Sasha Reyes open on Monday, October 26, with gold trading near $4,005 an ounce in early-morning action, per Kitco's live quote. The day's range ran from roughly $3,978 to $4,020, putting the metal back near $4,000 after it stalled just short of $4,200. The hosts look ahead to Fed week, and they are clear that the quote itself does not point to a cause for the move. Listeners get a measured look at gold's recent low, how analysts and retail investors are reading the moment, and a numbers-first rundown of the other precious metals. The episode also includes a short mining corner that comes with a clear caveat about company-issued results. - Gold: Spot gold hit a three-month low just under $3,990 in the week ending Oct 23 and then recovered, following a rebound the prior week despite a hot PPI reading. - Technical tone and sentiment: Marc Chandler, in Kitco's Oct 23 survey, called the technical tone weak, with initial resistance around $4,065-$4,075. Wall Street was doubtful and Main Street a bullish minority, a shift from the prior week. The hosts treat sentiment as a reading of the moment, not a forecast. - Silver, platinum and palladium: Silver futures opened at $54.29 and traded at $53.89 by 7:20 a.m. ET, per Yahoo Finance. Platinum sat near $1,550, down about 6.5% on the week and near an 11-month low, per BullionVault. Palladium was quoted near $1,026-$1,066. The hosts also explain spot versus futures pricing. - Mining corner: Company-issued results from Thunder Gold (Tower Mountain), Resolution (Golden Gate North), Fury (Eau Claire) and Argenta (El Quevar), with a checklist for reading drill results and a reminder that they have not been independently checked and give no price signal. Subscribe and leave a review if this episode brought you value. Questions? Email GoldStandard@heymato.com.

  2. Oct 19

    Gold Near $4,170: Hike Odds, Softer Oil and a Divided Metals Complex

    In this episode of The Gold Standard, Marcus and Sasha start with a modest move in the gold price on Monday, October 19, and ask what is behind it. Gold bid was $4,170.40 as of 7:06 a.m. Eastern, up about 0.15% on a session range of roughly $4,156 to $4,190. They cover the softer oil, the Federal Reserve and the rest of the precious metals complex, then close with a look at gold miners. A small gain can hide a larger debate, and this episode explains it in plain English. Listeners will learn how cooler energy prices connect to inflation worries and rate expectations, why gold is sensitive to interest rates, and why a price in the market is not the same as a certainty. The quotes are time-stamped, so prices will have moved by the time you listen. - Oil and inflation: how softer oil, CPI and PPI feed into rate expectations, and why futures above $4,200 differ from the spot bid. - The Fed and December: a hold is expected next week, while December hike odds sit near 89%. Tone, not the hold itself, is what could surprise, and the ECB is likely but not certain to raise. - Other metals: silver, platinum and palladium moves, plus one analyst's October 19 to 23 base-case ranges, treated as a single opinion and a measuring stick. - Miners: Wheaton's November 5 results date, a screener's view of low-cost miners, and why a miner's results depend on more than the metal price. - Watch list: the Fed meeting, the oil trend and December odds. This episode is for general information and is not investment advice. If the episode brought you value, subscribe and leave a review. Questions are welcome at GoldStandard@heymato.com.

  3. Oct 12

    Gold Near $4,200: A Fed Test Week and a Central-Bank Floor

    The October 12 edition of The Gold Standard looks at where gold stands after opening Monday at $4,220.80 an ounce, its highest open in over a week according to Yahoo Finance, before easing back by mid-morning. Hosts Marcus and Sasha walk through the firm dollar, the Federal Reserve outlook, steady central bank buying, and the latest numbers for silver, platinum and palladium. The episode lays out what is known, says whose figures they are, and leaves the weighing to you. There are no price forecasts. Listeners will also learn why an opening price and a mid-morning price can both be accurate, and why it helps to check the time on any quoted figure. - Dollar and the Fed: Why gold has been stuck between a one-week high and a firm dollar, how CME FedWatch odds (cited by Discovery Alert) and core CPI fit in, and why rates are only one input. - Central bank buying: China's reported September purchases per Kitco, World Gold Council-cited totals through August, a differing analyst estimate cited by CNBC, and Uzbekistan's rising reserves. The reporting shows amounts, not motives. - Silver and other metals: Silver's price against different lookback windows, the gold/silver ratio, and platinum and palladium levels from a single morning snapshot. - Quick-fire headlines: Ethiopia's first gold refinery, a local gold price move in Azerbaijan, and a former CIA officer's guilty plea in a gold-bar fraud case, presented as news items rather than market signals. If this episode was useful, subscribe and leave a review. Questions are welcome at GoldStandard@heymato.com.

  4. Oct 5

    Gold Bounces as October Hike Odds Fade, but December Looms

    In this October 5, 2026 episode of The Gold Standard, hosts Marcus and Sasha look at the latest bounce in gold and what is behind it. Rate expectations are the main driver: CME FedWatch odds of an October hike fell from 64% to 22%, while odds for a December hike remain high at 87%. The hosts also cover central-bank buying, competing bank forecasts, moves in silver, platinum and palladium, and a few mining announcements. Listeners will come away with a clearer sense of why rate hikes pressure non-yielding gold, why markets trade on expectations rather than outcomes, and why 87% is not a done deal. All prices and odds discussed are morning-session snapshots and may have changed by the afternoon. - Rate odds: Spot and December gold futures rose as October hike odds faded after the soft August inflation report on October 1, though December risk could take back the relief. - Central banks: World Gold Council June data showed 51 tonnes of net buying, led by Poland and China, with Russia and Turkey as sellers. The hosts treat this as a hypothesis for a price floor, not a certainty. - Forecasts: HSBC cut its forecast and expects central banks to resume buying near or below $4,000, while Goldman's $4,900 call predates the recent pullback. - Other metals: Silver moved about four times gold's percentage change, platinum commentary pointed to specific drivers, and the gold-to-silver ratio sits near 68. - Mining corner: Three unverified company announcements, including the Lourdes option deal, Avanti's Akyanga drill results and Renegade's 60-meter eastward extension, plus a simple three-question way to read junior miner news. Subscribe and leave a review if this episode brought you value. Questions? Email GoldStandard@heymato.com.

  5. Sep 28

    Gold Slides, Fed Flexes: The $1.05 Trillion Metals Reset

    Marcus Blackwell and Sasha Reyes break down a brutal Monday for precious metals, where gold, silver, platinum, and palladium combined lost over $1.05 trillion in market value in a single session. The episode traces gold's slide from $4,275.20 to roughly $4,188.90, connects the drop to US-Iran tensions and rising oil prices, and unpacks how tightening Fed rate-hike odds — including CME data showing over 70% odds of an October hike and comments from Beth Hammack supporting a longer hiking cycle — added pressure across the complex. Listeners will get a full picture of how these markets are linked, from the yield-and-dollar mechanics driving gold and silver lower to why silver's smaller market size and industrial demand base make it more volatile than gold. The hosts also cover platinum and palladium's steep declines, a mining-sector surplus outlook, and a quick roundup of notable mining stories, offering context on why some mining names held up even as the broader metals market sold off. - Gold fell 1.1% intraday to around $4,188.90 amid Iran-related oil price pressure - Rate-hike odds near 65-70% for October, reinforced by hawkish Fed commentary, added to the selloff - Silver hit a seven-week low of $61.36/t.oz, down nearly 8% over four weeks but still up over 30% year-over-year - Platinum and palladium both posted sharp daily and monthly losses, with surplus forecasts from WPIC and UBS in focus - A quick-fire mining roundup covers A2Gold, Blackrock Silver, Thesis Gold & Silver, and Northmin If this episode helped you make sense of today's metals selloff, subscribe and leave a review. Questions or feedback? Reach the show at GoldStandard@heymato.com.

  6. Sep 21

    Gold Holds the Line as the Fed Hikes and Silver's Deficit Deepens

    Sasha Reyes and Marcus Blackwell break down the metals market's reaction to the Fed's first rate hike since 2023, and why gold held steady at $4,375 an ounce in the immediate aftermath. The episode tracks gold's post-hike divergence between spot and futures prices, silver's ongoing structural squeeze, and how both metals handled a sharp yield stress test. Listeners will get a clear framework for separating short-term noise from meaningful market signals, including what a one-off hike versus a hike series has historically meant for gold, why silver's sixth straight supply deficit hasn't made it immune to rate pressure, and what would actually need to happen for the current uncertainty to be considered resolved. The show closes with a quick-fire look at platinum, palladium, and notable mining sector moves. - Gold's spot and futures prices split after the Fed's hike, with spot near $4,240 and December futures around $4,387 - Silver trades near $66.35 amid a sixth consecutive deficit of about 46.3 million ounces, driven by solar, electronics, and EV demand - A yield spike briefly pressured gold before a two-tailwind rally pushed prices to $4,368.91, described as resilience rather than resolution - Platinum ($1,796/oz) and palladium ($1,283/oz) both moved higher on the same day, with differing industrial demand drivers - Silver Mines Ltd priced a A$70 million placement at A$0.145/share, and Andean's index addition highlights how fund weighting can force buying Subscribe and leave a review if this episode was useful. Questions or feedback? Email GoldStandard@heymato.com.

  7. Sep 14

    Gold's Fed Countdown: Record ETF Inflows Meet Rate-Hike Fear

    Gold slipped below $4,300 just days before the Federal Reserve's September 15-16 meeting, and Sasha Reyes and Marcus Blackwell break down why the selloff might not tell the whole story. The episode opens with rising Fed hike odds, a hot CPI print, Brent crude above $107, and Kevin Warsh's now-famous "good family fight" comment, before pivoting to a surprising data point that complicates the simple rate-fear narrative. Listeners will learn why record ETF inflows are propping up gold even as hike bets climb, why silver is exposed to the same pressure without gold's institutional cushion, and how platinum, palladium, and the broader mining sector are reacting to shifting supply-demand dynamics. The hosts also cover a notable board shakeup at Northern Star and a mining license freeze in Chad. - Gold trades between $4,366 and $4,405 as markets price in an 88% chance of a Fed hike - World Gold Council reports $18 billion in August ETF inflows, the second-largest on record - Silver holds near $64 after three straight weekly losses, with $66 flagged as key resistance - Platinum falls to $1,797.60 despite being up nearly 29% year-over-year, as WPIC flags a looming surplus - Palladium sits near $1,280, with heavy supply concentration in Russia and South Africa If this episode gave you a clearer read on the gold and silver markets, subscribe and leave a review. Questions or feedback can be sent to GoldStandard@heymato.com.

  8. Sep 7

    Gold Cracks $4,400 as Fed Chair Warsh Flexes Hawkish Muscle

    Gold broke below $4,400 an ounce in a fast, jobs-data-driven selloff, and Marcus Blackwell and Sasha Reyes dig into whether this move is a short-term Fed reaction or part of a longer structural shift in the gold market. The episode traces the drop back to a hot August jobs report that revived Fed rate-hike expectations, erasing gains from earlier dovish comments by Fed Governor Waller, and explains why climbing bond yields, not inflation, are driving the pressure. Listeners will learn how Fed Chair Kevin Warsh's hawkish tone has rippled through precious metals since his swearing-in, why European central banks are pulling gold reserves out of U.S. vaults while Asian hubs expand storage capacity, and how to separate slow-moving structural signals from short-term market noise. The hour also covers silver's bearish technical breakdown below $66, along with diverging fundamentals in platinum and palladium. - Gold's selloff tied to jobs data and rate-hike bets, not inflation trends - Kevin Warsh's hawkish influence and what it does and doesn't explain about central bank vault moves - Silver breaks below $66 with a bearish head-and-shoulders pattern forming - Gold-silver ratio near 66.7, not yet signaling a silver catch-up trade - Platinum gains on industrial demand forecasts while palladium reacts to potential U.S. tariffs Subscribe and leave a review if this episode was useful, and send questions to GoldStandard@heymato.com.

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About

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.

Information

  • Creator
    The Gold Standard
  • Years Active
    2026
  • Episodes
    25
  • Rating
    Clean
  • Copyright
    © 2026 Mato Inc.